Financial Planner Jobs in Worcester (WC)
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Search Results - Financial Planner Jobs in Worcester (WC)
Dante Personnel-Worcester (WC)
Minimum requirements:
• CFP qualification (Certified Financial Planner)
• Experience with Life Insurance Policies and policy structures
• Strong analytical and numerical skillscomfortable working with financial data and calculations
• Computer...
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Sanlam-Worcester (WC)
Sanlam Financial Planner Ceres
Date: 13 Jun 2025
Location:
Worcester, Western Cape, ZA
Company: Sanlam Group
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building...
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sanlamcloud.co.za -
The Recruitment Council-Worcester (WC)
to advisers, colleagues, and regional distribution teams regarding system-related queries.
• Must be able to interpret a financial needs analysis and cashflow results in digital financial planning tools.
• Create training materials written guides or video...
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Persona Staff-Worcester (WC)
and process client invoicing on time.
• Maintain regular client communication and provide status updates.
• Collaborate with internal teams on forecasting, finance planning, and margin advice.
• Liaise with depots, shipping lines, and freight forwarders...
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Financial Planner jobs – More locations:
HR Management & Support Services (Pty) Ltd t/a The HR Department-Worcester (WC)
with forecasting and financial planning.
• DreemFruit (Seasonal Support):
Provide admin and coordination support during the fruit season.
REQUIREMENTS & SKILLS
• Comfortable using Excel (essential).
• Excellent communication and problem-solving skills. Fluent...
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The Recruitment Council-Worcester (WC)
Job description:
The main purpose of the role is to participate in the enhancement of the advice process and digital financial advice tool utilising holistic financial planning experience.
Responsibilities:
• Deal with daily tactical and legal...
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Sanlam-Paarl, 45 km from Worcester (WC)
financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part...
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sanlamcloud.co.za -
Persona Staff-Cape Winelands, 45 km from Worcester (WC)
and process client invoicing on time.
• Maintain regular client communication and provide status updates.
• Collaborate with internal teams on forecasting, finance planning, and margin advice.
• Liaise with depots, shipping lines, and freight forwarders...
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