Financial Planner Jobs in Nigel
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Search Results - Financial Planner Jobs in Nigel
DiscoveryNigeldiscovery.co.za
Senior Manager: Financial Planning & Operations
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...
People DimensionNigel
Introduction
A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.
Duties & Responsibilities
• Provide financial planning and advice...
Lesley Snyman & AssociatesNigel
Bachelor's Degree in Finance, Financial Planning, Investment Management, or a related field
• Minimum of 2 to 4 years' experience in the financial services or advisory environment
• Strong understanding of investment products, financial planning principles...
Set ConsultingNigel
management frameworks.
• Strengthen and enforce internal controls, financial systems, and business processes.
• Performance Management & Reporting:
• Deliver accurate performance analysis and timely reporting.
• Oversee business planning and strategy...
3RCNigel
qualifications.
Key Responsibilities
• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
• Assess client needs and develop customised financial plans and recommendations
• Source new business...
Financial Planner jobs – More locations:
OttoBauthenticNigel
to the client and profitable revenue for the business.
Main Outputs:
• Contract Management - Understand the terms of the contract to ensure that contractual commitments are continually met
• Strategic & Financial Planning - Identify various objectives...
DiscoveryNigeldiscovery.co.za
insurance industry
Advantageous:
• 2 – 3 years’ of working experience within an administrative role in the financial services / insurance industry
• Certificate in Financial Planning
• Business Degree /Diploma
Technical Skills and Knowledge
Essential...
Focus Kamoso (Pty) LtdNigel
CGMA) preferred; CA(SA) or CFA is an advantage.
• Experience
• 3–5+ years in FP&A, financial modelling, or finance business partnering.
• Proven track record in strategic planning, scenario modelling, and profitability analysis.
• Experience in growth...
DiscoveryNigeldiscovery.co.za
financial management, compliance, and stakeholder engagement.
The incumbent is responsible for resource planning (both internal and contracted), leading and developing staff, and delivering a world-class hospitality and events facility to the CEO, Directors...
DiscoveryNigeldiscovery.co.za
Financial Services sales experience
Education / Qualifications / Accreditations with Professional Body
Education / Qualifications Required
BCOMM & RE 5
Preferred (would be advantageous)
• Degree in Finance / Financial Planning / LLB
• PGDip in Estate...
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