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Account Manager Financial Planning Jobs in South Africa

Jobs 1-6 of 6

Financial Planner Edenvale

 Catch RecruitEdenvale

We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning and our clients and providing them with the best financial advice. Responsibilities: Responsible for identifying


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Financial Planner Umhlanga

 Catch RecruitUmhlanga Rocks

We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning and our clients and providing them with the best financial advice. Responsibilities: Responsible for identifying


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Internal Key Accounts Short-term Insurance Broker - Bedfordview

 Catch RecruitEdenvale

within a Broker environment, adept at handling key accounts. The candidate is required to be proficient in responsibilities consist of: • Diligent service management for an existing client portfolio consisting of products, coverage, and excesses. • Efficiently managing policy renewals, advice relating to the renewals Handling policy endorsements with precision. • Management and arrangements of unpaid premiums. • Policy pertaining to the client's policy changes. • Skilful management of policy cancellations and executing effective


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Operations Manager Parktown

 Catch RecruitJohannesburg

relationships with customers. Project management skills, including planning, organization and execution skills numbers/reporting at the right time is essential. Strategic Planning and Innovation: Develop and implement operational objectives around the company vision. Quality and Risk Management: Ensure high standards of quality in all operational mitigate operational risks, developing contingency plans to address potential disruptions. Ensure business


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Internal Auditor Krugersdorp

 Catch RecruitKrugersdorp

toward becoming a competent internal auditor. Key Accountable Responsibilities: • Complete tasks and duties to the full satisfaction of the Internal Audit Manager. • Applies auditing techniques, preparing audit qualification requirements: • Diploma or equivalent in Accounting/Auditing • 2 years' experience Micro finance


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Internal Broker Edenvale

 Catch RecruitEdenvale

within a Broker environment, adept at handling key accounts. The candidate is required to be proficient in responsibilities consist of: • Diligent service management for an existing client portfolio consisting of products, coverage, and excesses. • Efficiently managing policy renewals, advice relating to the renewals Handling policy endorsements with precision. • Management and arrangements of unpaid premiums. • Policy pertaining to the client's policy changes. • Skilful management of policy cancellations and executing effective


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