Financial Insurance Planner Jobs

Envestpro is all about Changing Lives and living a life less lived. We assist you from the day one to build a career for yourself in the financial services sector. This career is suitable for an individual who has discipline, good with people and who wants to achieve long-lasting success and fulfillment. The role of a Financial Planner is to help your clients identify and obtain specific financia...

Envestpro is all about Changing Lives and living a life less lived. We assist you from the day one to build a career for yourself in the financial services sector. This career is suitable for an individual who has discipline, good with people and who wants to achieve long-lasting success and fulfillment. The role of a Financial Planner is to help your clients identify and obtain specific financia...

Providing financial planning, insurance, and investment services to clients Assessing clients overall financial picture, and understanding their needs to devise an appropriate financial plan Ensuring client records are maintained and kept current Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect t...

Providing financial planning, insurance, and investment services to clients Assessing clients overall financial picture, and understanding their needs to devise an appropriate financial plan Ensuring client records are maintained and kept current Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect t...

Purpose of the role:The company is looking for a self-driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan which services their financial wellness needs in line with the growth and engagement strategy.RequirementsExperience and Qua...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of financial concepts and regulations, as well...

WNS Global Services Inc. (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400 global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged Goods, Shipping and Log...

Purpose Of Position:The purpose of the Financial Advisor (Investments Specialist) role is to:Provide financial advice (investment, tax, and insurance) to clients. Build, maintain and grow the client base.Roles And Responsibilities:New & Existing Clients:Scan client base and target market for financial planning opportunitiesGenerate leads by identifying appropriate clients/prospectsContact clients...

These jobs were popular with other job seekers Reference: PC001616-RC-1Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. Duties & Responsibilities A recent professional profile photo is to accompa...

Talent Pipelining: Financial Adviser AIFA (FAIS) page is loaded Talent Pipelining: Financial Adviser AIFA (FAIS) Apply locations Johannesburg time type Full time posted on Posted 2 Days Ago job requisition id R-15954611 Bring your possibility to life! Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a...

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...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...

Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...

These jobs were popular with other job seekersFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.As a Financial Planner you will learn to build your prac...

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 holistic financ...

Vacancy DetailsEmployer:EQ-FIN In the midst of challenging times in South Africa, Liberty offers you an opportunity toreshape your career and embrace new possibilities. We believe that now is the time to pause, reflect, and focus on personal and professional growth.Your journey with Liberty begins and ends with family. We value individuals who believe in themselves and are determined to achieve s...

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 holistic financ...

To manage and lead a small team of sales and administrative staff ensuring that the unit's sales and operational objectives are met efficiently and effectively. Manage the Sales team activities and performance. Set individual sales targets and ensure sales targets are met through coaching and training of individuals. To manage the Investment book of the Executive Financial Advisor (EFA) To serve ...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Mitchells Plain time type Full time posted on Posted 3 Days Ago job requisition id R-15962813 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 expertise, a career with ou...