Financial Planner Assistant jobs in Edenvale

About the Job Aurora Sky Financial, a franchise of Fairbairn Consult (a registered financial services provider), strives to provide unbiased advice to help individuals and families across South Africa and around the world make confident, long-term financial decisions. We specialise in both South African and offshore investments, as well as international estate planning, predominantly for...

A flexible work opportunity provider in South Africa is seeking individuals to engage with customers in a sales-focused role. Candidates will undertake online training and assessments, and must have their own computer and cell phone to operate from home. This position can be either full-time or part-time, allowing for personal income growth based on effort and time invested. Enjoy the freedom to...

Our Client based in Edenvale in the Fashion Industry is seeking a Junior Planner to join their dynamic team Educational Qualifications: - Matric is essential - Relevant qualification in Fashion Merchandising, Retail Management, Business Administration or Marketing is beneficial - Proficiency in Microsoft Excel is essential Duties and responsibilities: - Set and revise inventory and financial...

Educational Qualifications: - Matric is essential - Relevant qualification in Fashion Merchandising, Retail Management, Business Administration or Marketing is beneficial - Proficiency in Microsoft Excel is essential Duties and responsibilities: - Set and revise inventory and financial parameters, including budgets for sales, margin and OTB. - Capture market and store trends and work closely...

Job Description To liaise with the project team and sub-contractors with regard to trends and forecasting of a project's progress. Assist in formulating and implementation of planning methodologies, policies, procedures and best practices.Assist in aligning risk strategy with planning strategyStay abreast of new trends and innovationsTo understand the scope of work by:Studying client scoping...

As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You ll also serve as a key contact for brokers providing clear communication, timely feedback, and efficient handling of their queries. This varied position also involves premium reconciliations,...

About the job Financial Planner Reporting Key Purpose: The primary purpose of this role is to provide accurate, relevant, timeous and insightful analytical financial information that enhances financial awareness and enables appropriate business decision making. Duties and responsibilities: - Preparation of standardised reporting packs for the various stakeholders on a monthly, quarterly and...

What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...

Insurance and Wealth Creation Professionals t/a IWCP Reference: DBN000206-JC-1 Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success! Duties & Responsibilities As an independent Financial Brokerage, our...

Get AI-powered advice on this job and more exclusive features. Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to...

Job Description For over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner. Excellent...

Job Classification- Job Family- Sales and Services- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical- FAIS Affected- FAIS Affected - YesJob Purpose- To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.Responsibilities:- Analyse clients’ financial statuses to determine their expenses, income, insurance...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity passionate about client serviceKnowledge of...

Liberty is Hiring! We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance and excellent achievements. We...

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...

Overview Are you looking to earn an income/extra income working from home with flexible hours? This opportunity allows you to work on either a full-time or part-time basis and requires online training with assessments to establish competency. Responsibilities - Engage with customers in a sales-focused role - Complete the comprehensive online training programme and online assessments - Operate...

As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You'll also serve as a key contact for brokers—providing clear communication, timely feedback, and efficient handling of their queries. This varied position also involves premium reconciliations,...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

Overview Thank you for electing to apply for a Financial Planner position at Ubuntu Capital. As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act. What we require of you Your date of first appointment (DOFA) as a financial planner/advisor Qualifications - Passed or currently studying for your RE5 - Tertiary...

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales...