Financial Planner Jobs in Durban
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Search Results - Financial Planner Jobs in Durban
MillennialNxt Pty Ltd-Durban
Financial Planner
Company Overview
A leading financial services provider is committed to empowering individuals by offering expert guidance and tailored financial solutions. The company provides a robust support system to ensure the success...
Sanlam Limited-Durban
development, and achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales...
appcast.io -
Ultra Personnel-Durban
a valid drivers license and own vehicle.
Must be willing and able to travel for client meetings
You will provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Financial Planner.
Analyse and identify...
Sanlam Limited-Durban
development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products...
appcast.io -
The Recruitment Council-Durban
and services to enhance client retention, increase sales revenue, and expand the organizations client base.
• Financial Analysis and Planning:
• Analyzes financial information gathered from clients to develop tailored financial plans or proposals using...
The Recruitment Council-Durban
and Qualifications:
1. Matric (Grade 12)
2. Preference for Certified Financial Planner (CFP) qualification
3. At least 5 years of experience in investment and insurance sectors
4. Strong network, preferably in the Western Cape/Stellenbosch area
5. Capability...
appcast.io -
The Recruitment People-Durban
Job Description:
The candidate will be responsible for the full accounting function up to management accounts and managing a team. The responsibilities will include but are not limited to:
• Financial planning and analysis
• Financial reporting...
Financial Planner jobs – More locations:
The Recruitment Council-Durban
Our client is seeking a dynamic Provincial Manager to bring the company’s financial planning advice strategy to life, aligning with their mission to protect and build clients’ financial dreams. This role involves expanding the company’s presence...
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The Recruitment Council-Durban
and operations. The CFO will be responsible for overseeing financial planning, risk management, compliance, and systems to support the organizations long-term goals and ensure its continued financial health and operational efficiency.
Key Responsibilities...
The Recruitment Council-Durban
leads and potential clients.
Key Relations:
• Regional Head and All Advisors /Assistants within region/office
• External clients
Qualifications:
• Certified Financial Planner designation or in the process of acquiring
• Post graduate diploma...
appcast.io -
Tiger Recruitment-Durban
financial planning and analysis, and providing support for key business decisions. This position involves managing accounting, budgeting, financial reporting, cash flow management, and cost control
Required qualifications: Bachelors Degree in finance...
Headhunters-Durban
abilities.
• Client-focused, proactive, and a self-starter.
• Ability to balance strategic thinking with operational delivery.
Key Responsibilities:
• Identify and analyse Life and Short-Term Insurance (STI) opportunities within financial planning partners...
Sandi Crowther Recruitment-Durban
Key Responsibilities: Financial Management : Oversee financial planning, budgeting, cash flow, and working capital optimization Stock and Inventory Management : Work with the supply chain team to ensure accurate stock valuation and reporting...
Ultra Personnel-Durban
Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice.
Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation...
PartnerUp (Pty) Ltd-Durban
within the client bases of their panel of financial planning partner’s practice.
• Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
• Provide the specialist advice in respect of Life Insurance...
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