financial planning and insurance

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Reference: CMF002998-KMc-1Are you a proactive, analytical thinker with a knack for driving financial strategies? Do you thrive in a fast-paced environment and enjoy collaborating with cross-functional teams? If so, we have an exciting opportunity...

Group Financial Planning & Analysis Manager page is loaded Group Financial Planning & Analysis Manager Apply remote type Hybrid locations Sandton time type Full time posted on Posted 2 Days Ago job requisition id R-15960547 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international experti...

Group Financial Planning & Analysis Manager page is loaded Group Financial Planning & Analysis Manager Apply remote type Hybrid locations Sandton time type Full time posted on Posted 2 Days Ago job requisition id R-15960547 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international experti...

SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal & external...

Regional Manager: Financial Planning Services (Insurance) Regional Manager: Financial Planning Services Location: Menlyn Salary: R85 000 ctc p.m. (negotiable) Our client in the Insurance industry is looking for a Regional Manager: Financial Planning services. Job Description: Develop and implement effective business sales strategies Provide input on sales policies and procedures Recruit Sales Man...

A well established company based in Sunninghill is seeking a Financial Manager. Duties: Preparation of monthly and annual financial accounts to audit including account reconciliations and compliance Documenting the companys financial status and forecasts Financial planning and reporting Compliance with all tax and other statutory reporting (Tax; VAT; Dividends Tax; CIPC; COID; Employees tax; Indi...

Requirements: Bachelor's degree in business, finance, or related field. 1-2 years of sales experience. Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred). Life and health license. Valid driver?s license. Knowledge of mutual funds, securities, and insurance industries. Proficient in Word, Excel, Outlook, and PowerPoint. Comfortable using a computer for various tas...

Audit Manager: Insurance - Financial Services BDO South Africa 2023-07-03 JHB North Job Ref #: INC FSJ JHB 16Mar23 SP B Industry: Audit Job Type: Permanent Positions Available: 1 At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard...

Underwriter - Western National Insurance - Tygervalley, WCFull job descriptionJob 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 fin...

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...

These jobs were popular with other job seekers Reference: JHB000961-VM-1Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the Western Cape branch. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essentialShort-term insurance experienc...

These jobs were popular with other job seekers Reference: JHB000961-VM-1 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the Western Cape branch. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential Short-term insurance experi...

These jobs were popular with other job seekers Reference: PE002316-RW-1Our 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 oppor...

These jobs were popular with other job seekers Reference: JHB000960-VM-1Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc.Preference will be given to candidates with a CFPRE5 ...

These jobs were popular with other job seekers Reference: JHB000960-VM-1 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP R...

Description Our client in the Financial Services Industry based in Cape Town 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' ex...

Reference: PE002363-JM-1 Our client in the Financial Services Industry based in Cape Town 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: Minim...

Reference: PE002363-JM-1 Our client in the Financial Services Industry based in Cape Town 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: Minim...

Internal Audit Manager Non-Life Insurance SA page is loaded Internal Audit Manager Non-Life Insurance SA Apply remote type Hybrid locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id R-15963620 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international ...

Internal Audit Manager Non-Life Insurance SA page is loaded Internal Audit Manager Non-Life Insurance SA Apply remote type Hybrid locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id R-15963620 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international ...

Requirements: Bachelor's degree in finance, business management, economics, or related field. Licensed with the Financial Industry Regulatory Authority (FINRA). Should be a Certified Financial Planner (CFP). Proven experience in financial consulting. Proficiency in all Microsoft Office applications. The ability to analyze financial data. Excellent problem-solving skills. Effective communication s...

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Reference: DBN000206-JC-1Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independant Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an excitin...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines. Responsi...

These jobs were popular with other job seekers Express Employment Professionals Durban North Express Employment Professionals Durban North Reference: JHB000960-VM-1Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities Minimum 5 years' experience as a Broker ...