financial planning and insurance

A Residential Estate in Midstream, is looking for a Financial Manager in a highly challenging financial environment. The incumbent will be responsible for the effective control and management of the Estate's finances and to exercise judgment in selecting and applying established procedures correctly. Closing date: 9 May 2024 The successful candidate will be responsible (but not limited to): Effec...

Join one of South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer Relationship Development Prospecting Develop and implement ...

Join one of South Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer Relationship Development Prospecting Develop and im...

Are you passionate about delivering exceptional client experiences in the dynamic world of finance & Insurance? An esteemed financial services organization is on the lookout for talented individuals to join their team as Client Service Advisors. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service exist...

Job & Company Description: I am a Specialist Consultant that specialises in placing Finance professionals. My clients are always on the lookout for ambitious Newly Qualified CA(SA)s like yourself. Let me assist you in exploring opportunities within the market that will allow you to develop your career long-term. Insurance clients during articles will be advantageous. Job Experience & Skills Requi...

Underwriter - Western National Insurance - TygervalleyJob title: Underwriter - Western National InsuranceCareer level: IntermediaryQualification: Full Short-Term Insurance qualification and RE5Location: Tygervalley, CPTCompany industry: Short Term InsuranceEmployment status: PermanentYears of experience: 5 years Job description:A unique opportunity to join a JSE listed financial organisation that...

Job published: Job published: 19-04-2024 Job ID: Job ID: 34866 Phone number: Phone number: 27310018945 Job DescriptionNo job description added Our large FMCG manufacturing client based in Natal is looking for a Finance Manager to oversee end-to-end finance operations and financial planning & analysis of their business. Responsibility for managing the Balance Sheet, Accounts Payable and Accounts R...

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Short-Term Administrator to provide an efficient administrative support function to the Adviser.Responsibilities: Existing business and renewal administration New business applications Attend to telephonic and written client queries and requests Processing of claims Compliance Providing advice...

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Short-Term Administrator to provide an efficient administrative support function to the Adviser.Responsibilities: Existing business and renewal administration New business applications Attend to telephonic and written client queries and requests Processing of claims Compliance Providing advice...

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Short-Term Administrator to provide an efficient administrative support function to the Adviser.Responsibilities: Existing business and renewal administration New business applications Attend to telephonic and written client queries and requests Processing of claims Compliance Providing advice...

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Short-Term Administrator to provide an efficient administrative support function to the Adviser.Responsibilities: Existing business and renewal administration New business applications Attend to telephonic and written client queries and requests Processing of claims Compliance Providing advice...

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Short- Term Administrator to provide an efficient administrative support function to the Adviser.Responsibilities: Existing business and renewal administration New business applications Attend to telephonic and written client queries and requests Processing of claims Compliance Providing advic...

Join one of South Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer Relationship Development Prospecting Develop and im...

We are looking for a Financial Planner to help clients manage their finances. You will be our clients' trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning and business development. If you're analytical, meticulous and customer-oriented, we'd like to meet you. Your go...

The CFO: Santam Re is responsible for the full financial function within the Santam Re business including financial management and reporting, financial data management, risk and regulatory reporting and the risk and governance of the finance function. The CFO: Santam Re will work closely with internal and external stakeholders to ensure the delivery of quality, accurate and complete financial rep...

The CFO: Santam Re is responsible for the full financial function within the Santam Re business including financial management and reporting, financial data management, risk and regulatory reporting and the risk and governance of the finance function. The CFO: Santam Re will work closely with internal and external stakeholders to ensure the delivery of quality, accurate and complete financial rep...

We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy & Sell, Key Man and Partnership Insurance, In...

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. Scope of the Job: This is a commission-based role of financial plann...

APPLY DIRECTLY VIA CRAYON HERE: you'll roleIn your role as the Financial Advisor, you must effectively plan, manage leads, and interact with potential clients in order to achieve company goals and objectives. Additionally, you will be in charge of evaluating the requests of healthcare and legal experts and recommending appropriate protective strategies.What you'll doAchieve objectives and targets...

A Residential Estate in Midstream, is looking for a Financial Manager in a highly challenging financial environment. The incumbent will be responsible for the effective control and management of the Estate's finances and to exercise judgment in selecting and applying established procedures correctly. Closing date: 9 May 2024 The successful candidate will be responsible (but not limited to): Effec...

Develop a robust personal network within the sales territory and represent the organization at industry events to identify sales opportunities.Source referrals and recommendations from existing customers and contacts to enhance the organization's reputation.Identify Personal Lines and Business Insurance opportunities.Consult with customers to understand their needs, gather and analyze complex dat...

Description Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products).To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful career opportunity awaits you.Requirements:Minimum 5 years' experience ...

Financial Manager Johannesburg (Ref JHB0094)We are seeking an experienced Financial Manager to lead our Financial Department.The ideal candidate will be hands-on, possess strong managerial skills, effective communication abilities, excellent time management, and the capacity to work well under pressure.Responsibilities:Financial Accounts Preparation:Prepare monthly and annual financial accounts f...

.When it comes to putting people first, we're number 1. The number 1 Top Employer in South Africa. Certified by the Top Employer Institute 2024.Role Purpose/Business Unit:To ensure that key financial and business objectives of the Vodacom Insurance Company ( VIC ) are met with regards to financial reporting, budgeting and forecasting, analysis, control and regulatory reporting. Provide support to...