Personal Finance Jobs
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Cross Wealth Financial ServicesCape Townjobslin.com
The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves
developing customized financial strategies, analyzing financial...
The Recruitment CouncilPretoria
Our client is a holding company for some of South Africa's leading financial service providers. Their portfolio includes short-term insurers, a long-term insurer, health insurance, and an insurance and personal finance comparison platform...
Old MutualCape Town
Execution
• Execute on all disinvestment requests across Personal Finance (PF) and Mass Foundation Cluster (MFC).
• Provide option choices to customers and attend to payment confirmations.
• Navigate and process requests across systems: Bizagi, CMoS, EMS...
LifecheqVereeniging (GP)
About usLifecheq is a fintech company changing how South Africans manage their personal finances. Our platform combines smart tech, deep financial expertise, and a unique approach to financial advice. We're growing rapidly, backed by major investors...
Stonehage FlemingJohannesburg
sensitive personal, financial, and commercial information.
• Draft correspondence on behalf of managers.
• Provide administrative problem-solving and value-add to help free up time for the team.
• Assist with responding to general client queries, e.g...
Intelligent Debt ManagementCape Townsimplify.hr
and build financial confidence.
You’ll connect the dots between customer insights, data, and technology to turn ideas into real, measurable value for both the users and our partners. […]
Intelligent Debt Management (IDM) is a South African leader in personal...
Stonehage FlemingCape Town
Maintaining absolute confidentiality regarding sensitive personal, financial and commercial information;
• Drafting correspondence on behalf of managers;
• Minute taking of meetings;
• Participate in client interactions, clients signing documents, attending...
SanlamPretoriasanlamcloud.co.za
or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present...
SanlamPretoriasanlamcloud.co.za
We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...
SanlamPort Elizabethsanlamcloud.co.za
or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present...
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