financial planning jobs in Bloemfontein

Job Advert Summary:To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.Minimum Requirements:Qualification:- BCom...

- Complete payroll functions to ensure staff are paid in an accurate and timely manner. Manage and maintain the procurement system Conduct reviews and evaluations for cost-reduction opportunities Provide accountants and auditors with access to the relevant financial documents and records Completion of tax and statutory returns Continuous updating of knowledge on current legislation around VAT and...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve...

Location: Westdene, Bloemfontein, Free state province Join our client as a Long Term Financial Advisor in theirlong term division, where you’ll deliver holistic, client-centered financialadvice that aligns with FAIS requirements. This role focuses on understandingclient needs to create tailored financial plans, upholding their values ofinnovation, empathy, and excellence. Platinum Talent is...

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...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex...

This role focuses on originating new business, facilitating the transfer of existing home loans from other financial institutions, and delivering tailored home finance solutions supported by exceptional customer service throughout the application and approval processess. Key Responsibilities Lead Sourcing & Business Development - Proactively source potential home loan clients through both...

Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...

Job Summary Ensure that all sites and personnel are run as productively and efficiently as possible. Ensure maximum recycling extraction to assist with profits. Act as the contact person between the clients, head office and the operations department to ensure client satisfaction. Ensure that all administration responsibilities, policies and procedures are implemented according to the code of good...

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth? This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals. Responsibilities: Empower Clients with Expert Advice: -...

Hire Resolve is assisting hospitality organisations in hiring experienced hospitality professionals for a range of mid–senior level opportunities across South Africa. This is a multi-role hiring campaign covering several functions within the sector, including hotel and lodge operations, food & beverage leadership, guest experience, events/banqueting, and revenue performance. These opportunities...

Job Title- Programme Director: Governance and Political Transformation (Contract Appointment: Five years): Office of the Dean (Job ID 5884)- Organizational Unit- University of the Free State -> Faculty of Humanities -> Department Political Studies and Governance- Contract Type- Contract- Occupational Level- Junior Management- Location- Bloemfontein Campus - Bloemfontein, FS ZA (Primary)- Closing...

Key Outputs- Effective analysis, resolution and reporting of all backorders related problems to the owner/creator of the purchased order.- Effective communicate with suppliers with related backorder expediting and queries.- Effective and efficiently daily distribution of backorder analysis to internal users.- Effective and efficiently management of supplier feedback to requisitioned.- Effective...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Qualifications and Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long-term Insurance Class of Business completion. Completion of additional FAIS requirements such as Investments...

IZI South Africa, a leading South African cash management and secure logistics company providing services like cash-in-transit (CIT), cash supply, processing, and ATM management, is seeking a dynamic and results-driven Sales Executive to join our team in Bloemfontein. The successful candidate will be responsible for driving sales growth, developing new business opportunities, and maintaining...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

- Complete payroll functions to ensure staff are paid in an accurate and timely manner. Manage and maintain the procurement system Conduct reviews and evaluations for cost-reduction opportunities Provide accountants and auditors with access to the relevant financial documents and records Completion of tax and statutory returns Continuous updating of knowledge on current legislation around VAT and...

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...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.Responsibilities Customer Service Provide a quality service to customers while...