Financial Planner Jobs in Newcastle
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Search Results - Financial Planner Jobs in Newcastle
Sanlam Group-Newcastle
Job title : Financial Planner : Richards Bay & surrounding areas
Job Location : KwaZulu-Natal, Richards BayDeadline : February 21, 2025Quick Recommended Links
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What will you do?
• The purpose of the role...
The Recruitment Council-Newcastle
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...
Sanlam Group-Newcastle
Job title : Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas
Job Location : KwaZulu-Natal, PietermaritzburgDeadline : February 21, 2025Quick Recommended Links
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• Job by industries
What will you do...
Ntice Search Solutions-Newcastle
is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being.
Duties and Responsibilities:
1. Preparation of Records of Advice...
appcast.io -
The Recruitment Guy-Newcastle
FINANCIAL MANAGER to join their dynamic team. The ideal candidate will be responsible for overseeing the financial and administration duties of a local Newcastle operation, ensuring effective financial planning, control, and reporting across the operation...
Financial Planner jobs – More locations:
The Recruitment Council-Newcastle
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 -
Discovery-Newcastle
particularly a business degree (or progress towards one)
• Sound investment, life and other insurance knowledge
• Broker consulting experience in the financial services industry
• An understanding of financial planning
EMPLOYMENT EQUITY
The Company’s...
discovery.co.za -
PPS Recruitment-Newcastle
as well as holistic financial planning and product knowledge. The associate must be able to show abilities of business development and financial planning to be able to grow their risk business and support and retain clients by meeting their financial needs...
appcast.io -
Momentum Metropolitan Holdings Limited-Newcastle
of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
Enable:
• Achieve and/or exceed the minimum production targets.
• Achieve...
appcast.io -
Sanlam Limited-Newcastle
and experience
• Commercial/Financial/legal or business-related degree preferable
• CFP/RFP3 or equivalent (ie.: 120 credits)
• Experience in Practice Development of financial planning practices
Knowledge and skills
IT:
• MS: Office (Excel, Word, PP)
• Web...
appcast.io -
The Recruitment Council-Newcastle
to implementing new financial planning systems & CRM software.
Skills & Proficiencies Required:
• Leadership.
• Conflict Management.
• People Management.
• Out of the box thinker.
• Dependable.
• Reporting Skills.
• Deadline-Oriented.
• Critical Thinking...
appcast.io -
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