Junior Financial Planner jobs in George

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 NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...

Qualifications: - Matric - Fluent in English and Afrikaans - Computer literate - Own Reliable Transport - 1-year minimum business to business sales environments - Computer literate - MS Office suite, Pastel - OHS knowledge - hugely advantageous - MUST BE WILLING TO TRAVEL Competencies: - B2B Sales experience - Customer relationship building - Cold Canvassing and Lead Generation - Problem...

- Posting journal entries and reconciling general ledger accounts - Assisting with month-end and year-end closing processes - Preparing VAT submissions and other statutory returns - Maintaining accurate and up-to-date financial records - Supporting the Finance Manager with financial reporting and analysis - Assisting with audits and liaising with external auditors - Handling ad hoc...

Role Purpose The Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's...

Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...

Location: Remote (Pretoria-based, with future office potential) Employment Type: Full-Time Industry: Accounting | Financial Services | Practice Management About the Role WatersEdge Solutions is partnering with a dynamic and tech-forward accounting firm to recruit a detail-oriented and client-focused Accountant. This role is ideal for someone with SAIPA or SAICA articles who is comfortable...

Role Purpose The Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of this job...