Financial Planning Intern jobs in George

Key purpose: To handle all internal sales, queries, orders and stock monitoring for the effective customer service. Duties and responsibilities: - Customer liaison and interaction - Order processing and stock monitoring - Office administration - Maintaining customer focused working relationships with internal, interdepartmental and external customers. - Following up on daily delivery for...

Qualifications : Matric 3 years' experience in sales within the Steel & Tube industry Computer literate - Syspro - advantageous Fluent in English and Afrikaans Valid driver's license Competencies : Excellent communication skills Team player - must work within the team structure Organize - maintain backorders / deliveries, etc Multi-tasking - ability to handle more than one task Customer service...

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 identify the long term (life) risk and...

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...

Job Responsibilities: - Management of full financial function. - Provide financial reports and interpret financial information to managerial staff while recommending further courses of action. - Advise on investment options. - Develop trends and projections for the groups finances. - Conduct reviews and evaluations for cost-reduction opportunities. - Liaise with auditors to ensure appropriate...

Job Title: Financial Manager Requirements: - Bachelor's degree in Finance, Accounting, or related field. - Proven experience as a Financial Manager or related role. - Understanding of financial trends both within the company and general market patterns. - Sound knowledge of accounting software, preferably Pastel. - People and general management experience will be given preference. Duties: -...

Description To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through own efforts Meets monthly sales targets in terms of lending and other products. Meets collections and arrears targets in terms of lending products. Educates...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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 their lifetime goals by...

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...

Description: - Receive, inspect, and process incoming stock - Verify deliveries against purchase orders and invoices - Accurately capture stock data on internal systems and Excel spreadsheets - Monitor stock levels and report discrepancies to management - Assist with stock planning and control under management supervision - Maintain orderly and well-organised storage areas - Provide support with...

The Operations Manager is responsible for achieving profit contribution and service excellence through effective management of staff, assets, and operational systems. The role ensures that business objectives are met, Service Level Agreements (SLAs) are consistently achieved, and operational activities align with the company s strategic and long-term goals. Duties include: Operational...

ENVIRONMENT: JOIN the George-based team of one of SA s fastest growing Fintech brands seeking your expertise to fill the role of a Business Development Manager who will be responsible for is responsible for driving sustainable growth through the acquisition, onboarding and development of high-value strategic partners within insurance ecosystem. This role owns the full partner lifecycle from...

Job Summary The Administration Manager is responsible for overseeing and coordinating the daily functions of operations, administration, customer service, procurement, and warehouse management. This role ensures effective process implementation, adherence to company policies, and supports the overall operational goals of the business. Key Responsibilities - Administrative Management - Manage...

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...

Duroplastic George / Roofmart George is recruiting for a suitably skilled and experienced Branch Manager to manage our George team, managing the George Region and reporting directly to the Commercial Director. Duroplastic is a well-established South African company supplying composite materials to trade and industry as a major supplier of a wide range of materials and products in the Sub-Saharan...

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...

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...

Job Title: Financial Manager Requirements: - Bachelor's degree in Finance, Accounting, or related field. - Proven experience as a Financial Manager or related role. - Understanding of financial trends both within the company and general market patterns. - Sound knowledge of accounting software, preferably Pastel. - People and general management experience will be given preference. Duties: -...

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...

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...