Personal Finance Jobs
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Old Mutual Group-South Africa
to your customers, through effective personal time and task management.
• Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams...
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1 similar jobs: Klerksdorp
The Recruiters-Vereeniging (EC)
Compilation of financial statements of related entities (personal, trusts, etc.)
Duties and responsibilities:
Compile annual financial statements for individuals, trusts, close corporations, and companies, perform independent reviews, and attend to all related...
6 similar jobs: Port Elizabeth, Mdantsane, Queenstown, East London, Bhisho...
Old Mutual South Africa-Pretoria
personal time and task management.
4. Continuous personal development through attendance and completion of accredited courses and programmes.
5. Build solid relationships through understanding the customer’s personal and financial circumstances...
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Performit Personnel-Port Elizabeth
Purpose of the role:
• Independent reviews of companies that do not require audits
• Compilation of financial statements of companies and close corporations
• Compilation of financial statements of related entities (personal, trusts, etc.)
Minimum...
Old Mutual South Africa-Mpumalanga
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development...
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2 similar jobs: South Africa, Klerksdorp
Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC-Port Elizabeth
corporations as well as related entities (personal, trusts, etc.)
Location: Port Elizabeth/Gqeberha
Job type: On-site – Permanent
Duties and Responsibilities
• Gather client information.
• Draft financial statements and provide accounting assistance where...
Old Mutual-Bhisho
throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line...
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6 similar jobs: Port Elizabeth, East London, Vereeniging, Queenstown, Mdantsane...
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Staff Unlimited Recruitment Pty Ltd T/A MPC Recruitment Group EC-Vereeniging (EC)
corporations as well as related entities (personal, trusts, etc.)
Location: Port Elizabeth/Gqeberha
Job type: On-site – Permanent
Duties and Responsibilities
• Gather client information.
• Draft financial statements and provide accounting assistance where...
5 similar jobs: East London, Queenstown, Bhisho, Mdantsane, Pretoria
Minacs-Cape Town
of a community of likeminded individuals that become friends for life.
What you will do in this role
• Taking ownership of high profile, escalated cases from beginning to resolution
• Provide an understanding of investment, personal finance and stock trading...
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Headhunters-Port Elizabeth
of Company, Close Corporations, Trusts, Sole Proprietors, and personal financial statements.
• Proficient in providing accounting assistance and passing adjusting journal entries to take accounting records to financial statement level.
• Proficient...
Sanlam-Bellville
Services experience, preferably with Personal Financial Planning and Sales
Knowledge and Skills
• Financial services industry and markets
• Financial services products
• Financial planning and sales processes and practices
• Client needs analysis...
sanlamcloud.co.za -
Flink Recruitment-Cape Town
members of the team
Finances and Salary
Contractors must manage their own personal finances and tax, in accordance with Tech Geniuss financial records.
Using the templates provided, send Tech Genius quotes or invoices at the relative SDLC phase. If more...
Sanlam-Cape Town
using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial...
sanlamcloud.co.za -
PBT Group-Cape Town
and documenting user requirements, writing user stories, and developing comprehensive technical documentation.
• Exposure to Consumer Rewards or Personal Financial Management is advantageous, as is experience with systems such as Comarch.
Skills & Competencies...
Sanlam-Cape Town
using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial...
sanlamcloud.co.za -
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