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Results for business plans in "business plans" in Jobs in Cape Town in Cape Town
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Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.Responsibilities:Draft and send client agenda’s, generate review reports, capture and draft meeting notes, assign or implement action items through to completionComplete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and proceduresWork closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and clientReview and update financial information on Elite Wealth as necessaryParticipate in the development of paraplanning policies and proceduresParticipate in assigned projects the firm implementsAssist in improving, developing, and delivering services offered to clientsPlan for upcoming reviews and set up weekly catch-up meetings with the advisorProvide regular feedback to advisors regarding workflowsKnowledge of compliance requirements for FAIS/FICA, etc.Requirements:Tertiary qualification and preferably Post Grad Diploma in Financial PlanningRegulatory examination RE1 or RE5 is advantageousCertified Financial Planner CFP® is advantageousStrong analytical and problem-solving skillsExcellent written and verbal communication skillsProficient in Microsoft Office Suite, specifically Excel
https://www.jobplacements.com/Jobs/P/Paraplanner-Fish-Hoek-1267971-Job-Search-03-03-2026-05-00-15-AM.asp?sid=gumtree
9h
Job Placements
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This role is perfect for a natural hunter who thrives on networking, opening doors, and converting opportunities into long-term business relationships and sales.The Role Requirements & Expectations: Relevant completed degree/qualificationProven experience in technical B2B sales or consultative solution sellingStrong technical sales skills and a clear understanding of the full sales processMust have experience in selling technical solutions, preferably in same or a similar industryExposure to food processing, beverage manufacturing, industrial equipment, engineered systemsComfortable operating at plant, engineering, and executive levelCommercially astute, organised, and patient with longer sales cyclesOwn vehicle and valid drivers licenseWilling and able to travel nationally (1 week per month) Key performance areas will entail: Identify, develop, and win new businessManage sales pipeline, use CRM system, drive opportunities from first contact through to closeTarget new customers based on Ideal Customer Profile while also growing sales within existing customer base by building the relationships and creating new entry pointsManag a consultative sales process by engaging customers early in their planning, new builds, refurbishments, or hygiene improvement projects, working with operations, engineering, quality, and executive teams to position the right solutionsWork closely with internal team, including presales, sales, and management, to develop proposals, align strategy, and successfully convert opportunities into long-term businessConfidently discuss personnel hygiene control, hygiene area separation and contamination control, drainage design, open plant cleaning systems, and general cleaning solutionsPosition solutions clearly from both a technical and commercial perspective before involving technical specialistsWhy This RoleWork with premium, internationally respected brands. Remuneration package negotiable with rewarding incentive/commission structure.
https://www.jobplacements.com/Jobs/T/Technical-Sales-New-Business-Development-JHB-or-CP-1266887-Job-Search-2-27-2026-9-55-37-AM.asp?sid=gumtree
4d
Job Placements
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The Dispensing Doctor Sales Representative is responsible for promoting and selling the company’s pharmaceutical products to dispensing doctors, as well as independent and corporate pharmacies within their region. This role plays a crucial part in expanding the company’s market share by building strong relationships with healthcare professionals and driving revenue growth. Success in this position requires a combination of sales expertise, in-depth industry knowledge, and exceptional relationship management skills. Key Responsibilities:Sales and Customer EngagementImplement a sales strategy targeting dispensing doctors, along with independent and corporate pharmacies in the region.Conduct regular visits to these healthcare providers to present and sell the company’s pharmaceutical products.Strive to meet and exceed set sales targets and business objectives.Manage product orders and ensure optimal stock levels in dispensing practices and pharmacies.Relationship Building & ManagementBuild and maintain strong business relationships with dispensing doctors, pharmacists, and key decision-makers in targeted regions.Keep customers updated on product developments, changes, and industry insights.Address customer queries and concerns promptly to ensure satisfaction and long-term business relationships.Market IntelligenceMonitor competitors by gathering market intelligence on pricing, product launches, marketing strategies, and sales tactics.Identify market trends and shifts in business practices that may impact sales strategies.Reporting and Administrative TasksMaintain accurate records of customer interactions, meetings, and key sales activities.Prepare reports on sales performance, market trends, and competitive insights for management review.Ensure adherence to company policies, industry regulations, and compliance standards.Educational InitiativesConduct training sessions and product demonstrations for dispensing doctors and pharmacy staff to enhance product knowledge and advocacy.Provide relevant product materials and resources to healthcare professionals to support informed decision-making.Strategic PlanningParticipate in sales strategy meetings to discuss targets, new opportunities, and growth tactics.Collaborate with marketing and prescription teams to develop and implement product launch plans and customer engagement initiatives. Minimum RequirementsGraduates with a DegreeBachelor’s degree in business management, marketing, pharmacy, or any related field.Proven success in pharmaceutical sales; experience selling to dis
https://www.jobplacements.com/Jobs/S/Sales-Representative-1266245-Job-Search-02-25-2026-23-01-13-PM.asp?sid=gumtree
5d
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We are seeking an experienced Senior Test analyst, responsible for the development of test cases to verify the functionality of the Digital platform based on the systems and business functional requirements. Also responsible for linking test cases to business/systems requirements to ensure traceability. Provide input into and execute automated test scripts and working towards automation testing. Will also execute test cases, log defects and the creation of testware. In order to support the significant growth and development of essential systems within Digital domain, which supports the entire goup, we are hiring a passionate Test Analyst to work on a variety of complex technologies.Were looking for someone who will give the team the best possible opportunity to succeed in a fast-paced and challenging environment. Duties:Test Strategy/approach/planDevelops test plan, approach and scopeProvide test estimates for project & incidentsProvides input to continuously improve test methodologyEstablishes and implements approach for managing test dataProvide guidance to a team of automation test analysts in the Digital environment and liaise with contracted test service supplier(s) to ensure effective prioritization, planning and delivery of test results and reportingCarry out quality assurance procedures to ensure that all digital tools and services meet and/or exceed the minimum organization standards and end-user requirementsProvide input into and collaborate with, performance testing, device testing, penetration testing and user acceptance testing to ensure standards and requirements are metRequirements Management Reviews functional requirementsAnalyse requirements for completeness, correctness and clarity, to drive the testing effort Has a clear grasp of capabilities that business wants to establish to shape scenarios.Developing Test Scenarios Defines test scenariosTest Case Design (Manual and Automated) Develops test cases with end to end functionalityDefine test targetsDefine objectives with managerAnalyses and develops the proper test coverage and test case reviews with the Business AnalystTraces requirements to test cases to verify test coverage.Test Execution Manage own test preparation and execution activitiesIdentify and create necessary test dataExecutes scenario based test casesAnalyse metrics for quality assessmentReporting Traces coverage and clearanceProvides input to standard test metrics and reporting (Manual & Automation)Works within the project team and test team to address issues and report statushttps://www.jobplacements.com/Jobs/S/Senior-Test-Analyst-12-month-contract-Cape-Town-Hy-1266247-Job-Search-2-26-2026-2-05-33-AM.asp?sid=gumtree
5d
Job Placements
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We are seeking an experienced Senior Test analyst, responsible for the development of test cases to verify the functionality of the Digital platform based on the systems and business functional requirements. Also responsible for linking test cases to business/systems requirements to ensure traceability. Provide input into and execute automated test scripts and working towards automation testing. Will also execute test cases, log defects and the creation of testware. In order to support the significant growth and development of essential systems within Digital domain, which supports the entire goup, we are hiring a passionate Test Analyst to work on a variety of complex technologies.Were looking for someone who will give the team the best possible opportunity to succeed in a fast-paced and challenging environment. Duties:Test Strategy/approach/planDevelops test plan, approach and scopeProvide test estimates for project & incidentsProvides input to continuously improve test methodologyEstablishes and implements approach for managing test dataProvide guidance to a team of automation test analysts in the Digital environment and liaise with contracted test service supplier(s) to ensure effective prioritization, planning and delivery of test results and reportingCarry out quality assurance procedures to ensure that all digital tools and services meet and/or exceed the minimum organization standards and end-user requirementsProvide input into and collaborate with, performance testing, device testing, penetration testing and user acceptance testing to ensure standards and requirements are metRequirements Management Reviews functional requirementsAnalyse requirements for completeness, correctness and clarity, to drive the testing effort Has a clear grasp of capabilities that business wants to establish to shape scenarios.Developing Test Scenarios Defines test scenariosTest Case Design (Manual and Automated) Develops test cases with end to end functionalityDefine test targetsDefine objectives with managerAnalyses and develops the proper test coverage and test case reviews with the Business AnalystTraces requirements to test cases to verify test coverage.Test Execution Manage own test preparation and execution activitiesIdentify and create necessary test dataExecutes scenario based test casesAnalyse metrics for quality assessmentReporting Traces coverage and clearanceProvides input to standard test metrics and reporting (Manual & Automation)Works within the project team and test team to address issues and report statushttps://www.jobplacements.com/Jobs/S/Senior-Test-Analyst-12-month-contract-Cape-Town-Hy-1266266-Job-Search-2-26-2026-3-41-47-AM.asp?sid=gumtree
5d
Job Placements
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