Personal Finance Jobs in Somerset West
1 - 10 of 10
Search Results - Personal Finance Jobs in Somerset West
LifecheqSomerset West
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...
SanlamCape Town, 41 km from Somerset Westsanlamcloud.co.za
and achieving great things. We pride ourselves in helping our employees to realise their worth.
Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office...
Conova RecruitmentCape Town, 41 km from Somerset West
to contractual obligations
• Data validation using multiple reporting sources
Requirements:
• BCom Investments
• One year experience working in financial services and/or investment management
• Basic understanding of comprehensive personal financial instruments...
Sanlam GroupCape Town, 41 km from Somerset West
these findings.
• Conduct a financial needs analysis, 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...
Sanlam GroupCape Town, 41 km from Somerset West
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 financial solutions to the client in a professional and competent...
Personal Finance jobs – More locations:
Sanlam GroupCape Town, 41 km from Somerset West
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 financial solutions to the client in a professional and competent...
Sanlam GroupCape Town, 41 km from Somerset West
these findings.
• Conduct a financial needs analysis, 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...
Sanlam GroupCape Town, 41 km from Somerset West
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 financial solutions to the client in a professional and competent...
Sanlam GroupCape Town, 41 km from Somerset West
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 financial solutions to the client in a professional and competent...
Sanlam GroupCape Town, 41 km from Somerset West
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 financial solutions to the client in a professional and competent...
Companies now hiring in Somerset West:
Personal Finance jobs in Somerset West – Similar offers:
Broaden your job search:
Don’t miss out on new vacancies!
Create a job alert for: Personal Finance, Somerset West
It's free, and you can cancel email updates at any time