Executive Financial Planner jobs in Bloemfontein

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Closing Date2023/03/31Reference NumberMMH230303-24Job TitleFinancial Advisor - Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy...

Job Advert Summary:To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.Minimum Requirements:Qualification:- BCom...

IZI South Africa, a leading South African cash management and secure logistics company providing services like cash-in-transit (CIT), cash supply, processing, and ATM management, is seeking a dynamic and results-driven Sales Executive to join our team in Bloemfontein. The successful candidate will be responsible for driving sales growth, developing new business opportunities, and maintaining...

EXECUTIVE ASSISTANT TO CEO(80% REMOTELY) BASED IN BLOEMFONTEIN/ GEORGE / KNYSNA/KATHU - B.COM DEGREE - 5 YEARS EXPERIENCE AS EXECUTIVE ASSISTANT/ PERSONAL ASSISTANT - EXCELLENT KNNOWLEDGE OF MS OFFICE - VALID DRIVERS LICENCE - WILLING TO TRAVEL - WILLING TO WORK OVERTIME - PREFER INDUSTRY KNOWLDGE -FINANCIAL ECONOMC-MINING/CONSTRUCTION/ENGINEERING - the candidate will need to indicate some...

220 Executive Secretary to Executive Director: Resources and Operations (P9)RESOURCES AND OPERATIONS | Office of the ED: Resources and OperationsBloemfontein CampusMain purpose of the jobResponsible for the coordination of multiple simultaneous activities (operations and planning) to support the relevant Executive Manager to achieve the strategies and goals of the respective division.Main tasks-...

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth? This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals. Responsibilities: Empower Clients with Expert Advice: -...

This role focuses on originating new business, facilitating the transfer of existing home loans from other financial institutions, and delivering tailored home finance solutions supported by exceptional customer service throughout the application and approval processess. Key Responsibilities Lead Sourcing & Business Development - Proactively source potential home loan clients through both...

Key Account Manager (Account Management | Customer Success | Revenue Expansion) Location: Office-basedwith periodic merchant visits Employment Type: Permanent | On-site Turn relationships into revenue. Data into decisions. Merchants into long-term partners. This is a strategic, consultative commercial role for someone who loves building relationships, analysing performance, and growing...

Job Summary Ensure that all sites and personnel are run as productively and efficiently as possible. Ensure maximum recycling extraction to assist with profits. Act as the contact person between the clients, head office and the operations department to ensure client satisfaction. Ensure that all administration responsibilities, policies and procedures are implemented according to the code of good...

Job Description We are seeking a Recruiter 2, to join our DSSM Talent Acquisition team at IQVIA. This is a fully remote opportunity based anywhere in South Africa, but if you prefer a hybrid work arrangement, working in our offices is also an option. Job Overview Support the continuous improvement of the staffing function through development and implementation for all staffing programs in an...

Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to offer tailor-made home finance packages accompanied by exceptional service. Tasks A.Source Potential...

Job description includes but not limited to: Recruitment, training & development and performance management of the individuals within the New Sales teamsPlanning & coordination of all functions related to achieving growth budgets as well as related general management dutiesActively leading new sales within each regionSales & campaign planningManagement reportingDevelops a business plan and sales...

Who we are We're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to the little things like surgically embedded pacemakers. We help companies put trust - an abstract idea - to work....

Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...

A leading financial services provider is hiring a Branch Manager in Bloemfontein to oversee strategy execution and customer base growth. Candidates must possess intermediate to advanced qualifications in Wealth Management, including RE certifications. The successful applicant will lead Sales Consultants, ensure client satisfaction, and manage the branch's operational effectiveness. This role...

Project Leads are an integral part of clinical trial delivery, liaising with clinical teams to improve patients’ lives by bringing new drugs to the market faster. The Project Lead is an essential member of the core project team responsible for project delivery of clinical studies to meet contractual requirements in accordance with SOPs, policies and practices. Clinical Project Management is...

Who we are We're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to the little things like surgically embedded pacemakers. We help companies put trust - an abstract idea - to work....

Closing Date2023/03/27Reference NumberMMH230310-19Job TitleRegional Manager Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...

Overview 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...