Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced technical support to Wealth Managers and preparing comprehensive proposals and financial needs analysis for clients trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth individuals and families as well as offering fiduciary services. You'll be office-based in stunning corporate
Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to on recruiting external brokers (advisors) and servicing them to grow our distribution network. They need and expand our distribution network to maximize product penetration and market reach. As an integral part Wealth to reach business objectives, increase production and brand awareness. Duties and Responsibilities: presentations and meetings to promote our products and services and attract broker interest. ONBOARDING
results-driven Sales Manager to join our team in Cape Town, South Africa. The Sales Manager will be responsible responsible for leading and managing the sales team, driving revenue growth, and fostering client relationships candidate will have a strong background in financial services sales, excellent leadership skills, and a a passion for delivering superior customer service.
Key Responsibilities:
Duties: To manage all financial activities including the management of accounts payable, accounts receivable receivable and financial reporting of Group Companies To manage and mitigate financial risks and oversee oversee financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the Group their duties where necessary People and Team Management Responsible for monitoring the client (Internal Reporting and Information Management Manage Financial Reporting Financial Compliance Continuous Improvement
leading Investment company is searching for a Risk Manager, to provide reliable, value added and independent effectiveness of risk management within the group of companies which includes Wealth, Asset Management, Short term for both wealth and insure) and Support (management services functions like technology, human resources the interests of stakeholders by identifying and managing all threats to the achievement of the companies improve risk management strategies and processes within group. Plan, execute and manage risk analysis
operationally-minded manager who is skilled in E-commerce as well as the financial services aspect of the business business. Additionally, oversee the credit management, trade and get immersed in the continuous growth affordability calculators Credit management Customer experience Manage risk/optimisation/acquisition Ensure your CV to create a profile and to view all our Financial recruitment vacancies. Let us assist you with Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies. If you
operationally-minded manager who is skilled in E-commerce as well as the financial services aspect of the business business. Additionally, oversee the credit management, trade and get immersed in the continuous growth affordability calculators Credit management Customer experience Manage risk/optimisation/acquisition Ensure your CV to create a profile and to view all our Financial recruitment vacancies. Let us assist you with Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies. If you
affordability calculators
Credit management
Customer experience
Manage risk/optimisation/acquisition
interns that want to have a career in the financial services industry Create a curriculum (internship Developing productive working relationships with colleagues and clients throughout the financial services environment of the organization. Keep up to date with financial product information. Interns to be placed under the the supervision of the training manager at the FSCA to gain experience. Assist in promoting the training in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience in the financial services
qualification at all levels within organizations - managers, directors, executives