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1
Lonfin Wealth Managers now hiring...We are currently in search of the best dialers/pa to book appointments for Financial plannerMinimum requirements are:MatricExcellent phone etiquetteReliable transportprevious insurance experience will be advantageousWe are based in PMBEmail cv to yumesan@lonfinwealth.co.za
13d
We require an entry-level Para-Planner intern or Client Service Administrator to join the team. The intern will spend at least twelve months as a client service administrator as part of in-service training. Once the intern is familiar with the companys service offering and operating processes, and when the internal structures allow, the intern will start working exclusively with the companys Directors assisting them in their duties as professional financial planners. This will provide ampletraining and experience to become a Para-Planner and ultimately a Financial Planner. During the first phase of employment the Para-planning Intern (PPI) will serve as a Client Service Administrator (CSA). In this role the CSA assists the financial planners and wealth managers with investment administration and execution of client instructions. The CSA is instrumental in servicing the client base of the financial services provider. It is a direct client service role which requires extensive computer skills (especially Outlook, Excel, Internet), written and verbal communication skills with an excellent telephone manner.The duties of the CSA are broad. They include:? Execution of client instructions? Record keeping & filing (hard and soft copy)? Client and asset manager liaison? Preparation of meeting packs? Quarterly statementsOnce the company deems the
candidate to be ready, he/she could be promoted to a para-planning
training role. A para-planner is defined as a financial planner (FP) who
either:? Has yet to build up enough experience to serve as a fully fledged FP, or? A qualified FP who functions in a supporting role to another planner.In
the role as PP the candidate will work directly under the companys
directors, who are skilled professional Financial Planners. The PP will
assist the FP to service his/her clients. The duties of the PPs
will be split into two categories: ? Client/planning administration and ? Client/planning servicing. Both categories require an attention to
detail, diligence, problem solving, detailed theoretical knowledge, understanding of financial planning, research skills, etc.The
PP will perform some of the duties of a CSA for the FP and will also be
partially responsible for preparing, updating or creating financial
plans as outlined by the FP. Financial plans need to be regularly
updated and PPs help gather new information and provide the FPs with
updated projections or client details. PPIs may also attend client
meetings to take notes and follow up on administrative tasks. PPs must be well versed in financial planning practices and theory.
23d
Ads in other locations
1
The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas:· Source new business from retained clients and by means of referrals· Support client related strategies and deliver key goals· Ensure that the clients investment portfolio is consistent with FPCs investment philosophy· Provide the client with information on the performance of the various investment portfolios available· Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc· Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.· Completed recommendation within agreed turnaround times· Provide the client with information on the performance of the various investment portfolios available· Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.· Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc· Provide holistic financial planning services (including investments, risk cover and estate planning) to clients· Resolve client concerns, queries and/or complaintsRequirements:Education and Experience -· Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments);· CFP.· Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)· Minimum 2 years experience in financial advisory role.Knowledge and skills:· Financial Planning· Presentation Skills· Sales skills· Time managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNDk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178604&xid=1109_70495
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2y
1
Retail Clothing Planners/Buyers - DurbanIntroductionWe are a rapidly expanding Retail Clothing Group with 200 stores over 3 Brands.Our Head Office is based in Durban and we are seeking experienced team players in various sectors to join us in this exciting expansion stage of our company.Duties & ResponsibilitiesGarment/shoe BuyersPlanners Desired Experience & Qualification Buyers:Relevant Diploma/DegreeMinimum 2 years experience in the clothing enviroment.Buying Knowledge.Strong Communications skills.Good knowledge of MS Office.A go-getter with attention to detail.The ability to work under pressure and meet deadlines.A team player.Good knowledge of textiles and design.Planners:A minimum of 5 years experience in clothing retail, demand, financial and analytic planning.Must be able to run your own portfolio and manage allocators.Strong organization and communication skills.A team player in a highly pressurised enviroment.A good understanding of the Retail Clothing enviroment.Package & RemunerationA very competitive salary depending on experience.A sign up fee of two months salary depending on the position. ( First month fee will be paid immediatly thereafter the second fee will be paid after 6 months)Relocation costs if you live outside KZN.Medical Aid and Provident fund.Various incentive schemes throughout the year.Please only apply if you have the relevant experience.Please send your CV to Bronwen Turnerbturner@gemelliclothing.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUwMTkzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1189642&xid=1266_50193
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2y
CONSIDERING A CAREER AS A FINANCIAL PLANNER?
Do you want to be part of a dynamic team?
Old Mutual Personal Financial Advice is looking for self-starters who
are motivated to join the financial services industry.
To succeed as an Old Mutual Personal Financial
Adviser, you will need to be a people’s person with a passion for building
one-on-one relationships, and the ability to assist clients to achieve their
financial goals through excellent financial planning, advice and guidance.
Opportunities currently exist in
the North Coast area.
Minimum qualifications are
Matric (Grade 12) and own reliable transport with a valid driver’s licence.
The criteria assessed are
exceptional interpersonal skills, a commitment to service and a desire to
succeed. The following will also be considered:
·
Sales ability
·
Client focus
·
Planning and organising
·
Tenacity
·
Decision-making
·
Computer Literacy
Experience, in client sales or
service in the financial field, will prove advantageous.
With living
allowance, Impressive Commission Structure + bonus incentives, successful candidates can expect a stimulating and
challenging career with opportunities for growth.
To apply, forward you’re CV, Only CVs that meet the criteria
will be considered.
Appointments will be
made in line with Old Mutual’s Employment Equity Plan, where applicable.
Old Mutual is a Licensed Financial Services
Provider
11d
1
Junior Financial Planner | Umhlanga R300 00 - R----- Per AnnumThe successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas:· Source new business from retained clients and by means of referrals · Support client related strategies and deliver key goals· Ensure that the clients investment portfolio is consistent with FPCs investment philosophy · Provide the client with information on the performance of the various investment portfolios available · Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc· Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.· Completed recommendation within agreed turnaround times· Provide the client with information on the performance of the various investment portfolios available· Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.· Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc· Provide holistic financial planning services (including investments, risk cover and estate planning) to clients· Resolve client concerns, queries and/or complaintsRequirements:Education and Experience -· Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); · CFP.· Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)· Minimum 2 years experience in financial advisory role.Knowledge and skills:· Financial Planning· Presentation Skills· Sales skills· Time managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1NDI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192977&xid=1109_75425
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2y
1
The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas:· Source new business from retained clients and by means of referrals· Support client related strategies and deliver key goals· Ensure that the clients investment portfolio is consistent with FPCs investment philosophy· Provide the client with information on the performance of the various investment portfolios available· Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc· Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.· Completed recommendation within agreed turnaround times· Provide the client with information on the performance of the various investment portfolios available· Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.· Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc· Provide holistic financial planning services (including investments, risk cover and estate planning) to clients· Resolve client concerns, queries and/or complaintsRequirements:Education and Experience -· Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments);· CFP.· Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)· Minimum 2 years experience in financial advisory role.Knowledge and skills:· Financial Planning· Presentation Skills· Sales skills· Time managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNDk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178604&xid=1109_70495
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2y
1
Job Title: Financial Advisor
Job Summary:
We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.
Responsibilities:
Responsible for the procurement of new business.
Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
Qualifications:
Bachelor's degree in finance, accounting, economics, or related field.
A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
Proven track record as a Financial Advisor, with a minimum of 2 - 5 years of relevant experience in financial planning and investment management.
FAIS Compliance
RE5
Valid driver’s license and own vehicle (Non-negotiable)
Clear criminal and credit check
Minimum of 2 - 5 years working experience (preferably in sales)
Excellent Communication Skills
Preference will be given to suitably qualified candidates
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yMzIzXzg2NzVfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1786308&xid=2323_8675
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14d
1
MAKE 2024 YOUR YEAR OF SUCCESS
At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success.
We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's unique financial situation.
Through training we coach our Advisers to provide value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.
Skills Required:
• Being a leader. You are driven to be the best and foster the same motivation in your teammates.
• Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
• Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.
• Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
• Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.
Requirements:
Matric
Tertiary Qualification (preferable)
Clear criminal and credit record
Laptop
What you can expect from us…
• Consistent support. Whether it's through teaming up with a Sales Leader, or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success.
• A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance, and annuities.
• Solid consumer brand awareness.
• A group of driven, hardworking individuals. Liberty's commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities.
Being a part of our Liberty Advisers team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you're a go-getter with an entrepreneurial mindset and have a passion for helping others, we'd love to get to know you.
Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom.
Liberty is not just our name. It's what we do
APPLY NOW
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yMzIzXzY1NDVfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1754155&xid=2323_6545
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14d
1
MAKE 2024 YOUR YEAR OF SUCCESS
At Liberty we're More Than Insurance. We are not afraid to step outside the box and release the potential for ultimate success.
We allow you to carve your own professional path in many areas. In the field, our Advisers provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer's unique financial situation.
Through training we coach our Advisers to provide value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.
Skills Required:
• Being a leader. You are driven to be the best and foster the same motivation in your teammates.
• Networking. You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
• Entrepreneurial skills. You possess business savvy and have the solid determination to run your own business.
• Being a self-starter. Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
• Advocating for clients. To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.
Requirements:
Matric
Tertiary Qualification (preferable)
Clear criminal and credit record
Laptop
What you can expect from us…
• Consistent support. Whether it's through teaming up with a Sales Leader, or providing you with tools to track your goals, results, and business practices, Liberty is committed to your success.
• A complete line of insurance and financial services products. These include Life, Disability Income, Long-Term insurance, and annuities.
• Solid consumer brand awareness.
• A group of driven, hardworking individuals. Liberty's commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities.
Being a part of our Liberty Advisers team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you're a go-getter with an entrepreneurial mindset and have a passion for helping others, we'd love to get to know you.
Through understanding the power of knowledge, we strive to pioneer new ways to guide people towards financial freedom.
Liberty is not just our name. It's what we do
APPLY NOW
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yMzIzXzc4MDlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1772228&xid=2323_7809
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14d
1
VACANCY – PLANNER – RETAIL – DURBAN (NORTH)
A career opportunity has become available within an independently owned health, beauty and wellness organisation for a Planner based at Head Office North of Durban.
Purpose of the Job: To develop sales, gross profit and inventory plans that meet the financial targets as set in the category operating plan to meet the business objectives. To study the purchase trends of the customers, seasonal trends for forecasting the purchase of goods for the group.
Requirements:
2-3 years procurement retail planning experience within FMCG
Excellent verbal and written communication skills
Excellent relationship building skills.
Excellent numeric ability.
Team player
Attention to detail.
Work efficiently under pressure
Computer Literate (Planning Information Systems and Microsoft Office)
Work within a budget framework, to ensure correct product selection and adequate cash flow.
Forecast the stock requirements of the business (in terms of range, quantity, and timing)
Plan purchases for the year ahead.
Identify new types of products.
Optimize profitability and efficiency and prepare product buy plans at subcategory level.
Perform pre-season, in-season, and post-season analysis and reviews to uncover opportunities and risks.
Give detailed company progress and performance updates in weekly strategy meetings with senior management.
Core Replenishments and forecasting
Control in flow of stock
Determination of optimal order quantities
Management of markdowns
Analysis and reporting and insights required by business.
Conduct regular Planner/Buyer/Supplier meetings frequently.
Assortment planning for new stores, revamps, and sales promotions.
Work closely with the buyers to develop a strategy for what merchandise they will buy and translates this strategy into numbers.
Liaise with Operations to discuss merchandise and stock issues.
Have an eye for what sells; be involved in the selection process of specific products within each category.
Liaise with replenishment to ensure the correct flow of stock.
Accurate distribution of goods; quantity per store, balance per store, assortment conducive to customer needs and achieve ideal stock cover per store.
Respond to queries from stores timeously.
Purchase order management
Time and task management
Analyse how past buys have performed across the various stores and analyse the current market and customer profile.
Analyse trends and determine how that will relate to the business.
Conduct store visits within the marketplace and prepare insight reports and communicate to the buying team.
Verify the integrity of data to ensure best decisions are made.
Achieve financial results for the organization by setting and meeting sales goals.
Analyse actual sales to plan to monitor progress and develop promotional sales.
Prepare marketing requirements and briefs.
Analyse the promotional strategies and the sale strategy.
Analyse loss of sales
Analyse sales history and constantly monitor sales trends.
Please email: admin1@ritefit.co.za
RITE-FIT STAFFING
PLEASE SUBMIT YOUR CV IN A WORD DOCUMENT AND ONLY APPLY IF YOU MEET THE ABOVE REQUIREMENTS.
UNSUITABLE APPLICANTS WILL NOT RECEIVE A RESPONSE.
PLEASE NOTE THAT YOU CAN ONLY APPLY FOR THIS POSITION IF YOU HAVE A CURRENT, VALID WORKING PERMIT FOR SOUTH AFRICA.
Consultant Name: Keshnee Pillay
14d
1
The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2MTAxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1195220&xid=1109_76101
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2y
1
Join this established boutique wealth firm at their Durban North offices as a Financial Planner.The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.Ensure all FAIS and FICA compliance requirements are metRequirements:2 years experience in a Wealth Management / Financial Advisory firm Solid exposure to Investments , Wealth & Risk Portfolios Fit and proper
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg1OTQ1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1216915&xid=1109_85945
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2y
1
Junior Financial Planner | Pretoria R300 00 - R400 000 Per Annum
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgyMzQwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1211092&xid=1109_82340
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2y
1
The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgxODQ0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1210568&xid=1109_81844
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2y
1
The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwOTc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1180396&xid=1109_70978
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2y
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The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzczMDkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1185357&xid=1109_73092
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2y
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Durban - This is an exciting opportunity for a Senior Footwear and Accessories Planning & Location Manager to take responsibility for all our client’s stores across SA. A key element of this role is to provide coaching and training to planning associates within the team, ensuring performance standards are met and that associates are developed based on the company’s strategic objectives.Duties and ResponsibilitiesOversee planners and planning functionManage, review, optimize season buy-plans and merchandise budgetsControl the preparation and presentation of merchandise assortment analysisMaximise revenue, gross profit and manage aged stock and optimize stock turnsEnsure planners OTB is in accordance with merchandise plansOptimise store allocationsEnsure planners OTB is in accordance with merchandise plansManaging execution of merchandise allocation strategies to achieve balanced inventories by locationAssess and take action to maximize sales and profit by locationResponsible for developing and building “best practices” and innovative approaches for the Location Planning processCriteriaRelevant degree or diploma (BSc or BCom majoring in Economics, Finance, Supply Chain & Logistics, Retail Business Management or Statistics)5 – 7 years location planning experience in retail with a proven track record2-3 years experience as a location planning managerMS Excel – AdvancedSound financial business knowledge and acumenGood communication and team-building skillsAbility to manage and motivate peopleOracle RPAS Proficient (would be an advantage)Results-oriented
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM4ODA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1126764&xid=1266_38806
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Westmead, KZN. A position is available for an Internal Sales specialist to join a leading and highly regarded company in the Manufacturing industry.Responsibilities:
Phone customers as set out by the Sales Manager and build customer relationsProduce the necessary reports as set out by the Sales ManagerReach monthly sales budgets and targets as set out from month to monthDaily financial recon that needs to balance to cash bookAnswering of incoming phone callsAssisting External SalespeopleInvoicing of all incoming ordersEnsure that Debtors has passed all credit notes as noted on invoicesEnsure delivery vehicles depart / arrive on timeEnsure all warrantee job cards are invoiced if spares from stores have been usedMust be prepared to work overtime
Requirements:
Previous sales experienceCommunicate verbally / written in Afrikaans – advantage Own transportComputer literatePastel Accounting / Sage knowledge - advantageTeam player who is prepared to assist other employees when they are on leave or sickMust be able to interact with employees who are demandingBe a proactive thinker, good planner, diligentWilling to work in an Industrial Area
Apply: recruiter@sandicrowther.co.za
21d
1
Join this established boutique wealth firm at their Durban North offices as a Financial Planner.The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.Ensure all FAIS and FICA compliance requirements are metRequirements:2 years experience in a Wealth Management / Financial Advisory firm Solid exposure to Investments , Wealth & Risk Portfolios Fit and proper
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgxNDI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1209899&xid=1109_81425
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2y
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