Financial Planner Assistant jobs in Free State

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 built on a...

Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Welkom Free State , Welkom To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - Type of Qualification: Diploma - NQF level...

Introduction Assist with managing end‑to‑end finance for RSA operations together with the Financial Manager, ensuring full IFRS compliance, strong internal controls and adherence to all statutory requirements. Duties & Responsibilities - Deliver accurate and timely monthly, quarterly, and annual financial reporting, including reporting packs and commentaries. - Ensure compliance with...

Heb jij gevoel voor het verhaal achter de cijfers en houd je van samenwerken, adviseren en toegevoegde waarde leveren? Dan is dit een interessante vacature voor jou! Door de groei van onze organisatie zijn wij continu op zoek naar talentvolle collega’s voor ons team in Roermond. Vraagstukken die bij onze MKB-klanten spelen, maken jou enthousiast en geven je de uitdagingen waar je naar op zoek...

*TITLE: * Financial Assistant REPORTS TO: Financial Controller SERVICE DATES: ASAP – ** Contract work for an energy company. Canary Wharf. MAIN ACTIVITIES: Finance Administration** - Process all Purchase Orders as required by Finance team and preparation of back up documents - Raise invoices and preparation of back up documents to relevant SPVs - General administration support to the finance...

A financial services company is looking for motivated individuals to shape the future of financial advice in Bloemfontein, Free State. The role requires essential qualifications such as a Matric and strong communication skills. Successful candidates will have a sales mindset and a professional attitude as they work towards industry requirements (FAIS). A valid driver's license and a clear credit...

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...

Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Welkomtime type: Full timeposted on: Posted Todayjob requisition id: JR-75424Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.# Responsibilities## ## Customer ServiceCarry out standard customer service activities and handle simple...

A reputable financial services company in South Africa seeks a Sales Agent passionate about making a difference. The position involves building and maintaining a client base, marketing products, and contributing to community financial wellbeing. Candidates should have a Matric certificate and strong sales skills. The company aims to assist you in achieving your career goals through quality...

About The Role TalentPop is seeking a Financial Analyst to support the growth of our global teams by providing clear, actionable financial insights. This role is ideal for someone who thrives in a collaborative environment and enjoys building models that help operational leaders make informed decisions. Responsibilities - Support workforce planning by maintaining headcount forecasts and...

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 our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary - To follow the six steps of financial...

Job Location : Kroonstad, Free State, South Africa Application Deadline : January 31, 2026 End Date : January 23, 2026 Key Accountabilities - Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) - Participate in reciprocal leads activities and sales/pipeline meetings to identify...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 6-7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS...

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...

Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Sasolburgtime type: Full timeposted on: Posted Todayjob requisition id: JR-75481Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.# Responsibilities## ## Customer ServiceCarry out standard customer service activities and handle simple...

Shape the Future of Financial Advice The future of financial planning in South Africa is strong and evolving. Today’s financial specialists are no longer product sellers — they’re trusted professionals who combine technology with human insight to guide... Qualifications - Own vehicle and valid driver's license (essential) - Clear credit and criminal record - Tertiary qualification is...

A prominent construction company in Free State, South Africa, seeks a Finance Manager to assist in managing end-to-end finance operations. The role involves delivering accurate financial reporting, ensuring compliance with accounting standards, and supporting audit requirements. Candidates must have professional registration with SAICA and strong technical accounting skills. This position offers...

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...

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...

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...