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Financial and insurance advisors full-time jobs from the company Job placements in Western Cape (47 jobs)

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  • Job Placements
  • Cape Town
... onboarding of Quality Brokers and Financial Advisors position Ensure brokers are equipped ... brokers Manage the supervision of Financial Advisors Oversee that the rendering of ... the financial services is conducted in accordance ...
a month ago
  • Job Placements
  • Cape Town
... , procedures, and controls to ensure financial integrity across the group Manage ... manage the audit process Oversee financial control, review, and management of ... advisors on tax, legal, exchange control, and accounting matters Ensure appropriate insurance ...
9 days ago
  • Job Placements
  • Cape Town
... Review of annual financial statements & audit process management Financial control, review & management ... advisors on tax, legal, exchange control & accounting matters Maintenance of appropriate insurance ...
11 days ago
  • Job Placements
  • Cape Town
... Review of annual financial statements & audit process management Financial control, review & management ... advisors on tax, legal, exchange control & accounting matters Maintenance of appropriate insurance ...
22 days ago
... , and insurance policies. Conduct credit checks and review financial documents to ... terms and conditions with financial institutions and insurance providers on behalf ... market conditions, and changes in financial regulations. Desired Experience & Qualification ...
26 days ago
  • Job Placements
  • Cape Town
... according to the insurance script Offering insurance products to leads ... /Skills): Inbound & outbound insurance telephonic sales, Knowledge and understanding ... Acts and Regulations, Insurance product knowledge, Insurance sales & financial services, Sales ...
11 days ago
  • Job Placements
  • Cape Town
... according to the insurance script Offering insurance products to leads ... /Skills): Inbound & outbound insurance telephonic sales, Knowledge and understanding ... Acts and Regulations, Insurance product knowledge, Insurance sales & financial services, Sales ...
26 days ago
  • Job Placements
  • Cape Town
... Centre Agents that: Sell insurance products telephonically to potential ... and/or 2 years + Insurance sales / Financial Services experience Competencies: Proficient in ... Outlook) Knowledge and understanding of Insurance Legislation and Regulation (advantageous) ...
26 days ago
  • Job Placements
  • Cape Town
... -performing finance team managing the financial affairs of a diverse group of ... trusts. What Youll Do: Oversee financial operations across multiple entities Manage ... Handle financial reporting, audits, and compliance Work closely with external advisors on ...
9 days ago
  • Job Placements
  • Cape Town
Description: N/Subs Insurance company needs a person with expertise ... essential Previous experience within the Financial Services Industry Experience as well ...
a month ago
... Finance Executive with ensuring professional financial activities within the Company. ... SARB approvals. Help manage insurance reviews and maintain records of ... journals. 4. Audit Preparation Prepare necessary financial documentation for internal, external, and ...
5 days ago
  • Job Placements
  • Cape Town
... and in line with fundamental financial principles. Key Responsibilities: Asset ... monthly depreciation, and manage asset insurance. Audit Support: Assist in ensuring ... treasury functions and ensure effective financial operations. Performance Reporting: Deliver ...
11 days ago
... Finance Executive with ensuring professional financial activities within the Company. ... SARB approvals. Help manage insurance reviews and maintain records of ... journals. 4. Audit Preparation Prepare necessary financial documentation for internal, external, and ...
22 days ago
  • Job Placements
  • Kraaifontein
... Description: Our client an independent financial services firm committed to providing ... to join our team as a Financial Advisor Assistant, in Stellenbosch. Key ... Responsibilities: - Assist in preparing financial plans, reports, and documentation. - ...
7 days ago
  • Job Placements
  • Kraaifontein
... Description: This position is for a financial advisor managing an existing portfolio for a ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
2 days ago
  • Job Placements
  • Kraaifontein
... Process payments and ensure all financial documentation is completed accurately. Handle ...
a month ago
... their financial and insurance needs. Offer specialized finance and insurance products to ... Ensure accurate finance and insurance application forms and transaction releases ... maintain strong relationships with banks, insurance providers, and other stakeholders. ...
22 days ago
  • Job Placements
  • Kraaifontein
... -life (short-term) insurance and long-term insurance (being an advantage) ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
23 days ago
  • Job Placements
  • Cape Town
... have experience working with Independent Financial Advisors or DFMs and independent Umbrella ... of Business training Long Term Insurance (to be completed within 12 ... ideal. Knowledge on investment linked insurance products would be advantageous. Product ...
3 days ago
  • Job Placements
  • Cape Town
... Fund Act, Long Term Insurance Act, and Income Tax Act ... from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally ... Relevant degree/diploma (advantage) Financial Services experience specifically Asset Management ...
16 days ago