Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial Years experience in the financial planning industry, Proficiency in financial planning software and analysis
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to assess their risk profile and provide long term financial solutions aligned with client's objectives and to study a National Diploma in Financial Planning Flexibility of managing your own business Rewarding income
A well-established accounting practice based in Westville requires an accountant to join their team. monthly bookkeeping up to trial balance, management accounts and payroll for clients. Responsible for high-level accounting duties. Preparing accounting work relating to compilations of annual financial statements Preparation and Review of financial statements in CaseWare. Compilations of Annual Financial Statements on CaseWare Preparation and Review of management accounts. Writing up of more complex accounting records of clients. Review
to advance your career within one of the major financial services companies in South Africa. Liberty offers structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of career in the finance industry. Provide holistic financial planning advice to private and business clients strategies, and manage individual and corporate relationships. Key Accountabilities: • Source, develop provide them with financial planning advice and solutions • Provide on-going financial planning advice
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
If you have had extensive Personal Lines (Domestic) Claims Exposure we would like to hear from you. Broker Exposure where you have dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration Administer complete claims process according to defined claims pro
skills Existing relationship with Master's Office Market Related salary
You will be working alongside the Collections Manager and other stakeholders to design, develop, and training materials, booking training venues, and managing training documentation. QUALIFICATIONS ● NQF Level collections ● Advanced understanding of financial management principles ● Advanced knowledge of Skills experience in collections, debt recovery, or financial services, with a strong understanding of collections Strong organizational skills with the ability to manage multiple priorities and deliver results in a fast-paced
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional Lead the way down the path to financial security Assisting people to manage their wealth holistically Provide
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional Lead the way down the path to financial security Assisting people to manage their wealth holistically Provide