service excellence within the HNW, UHNW, and Family Office segments. Conduct financial planning, risk analysis, and asset... Administration) Certified Financial Planner RE5 Representative Certificate Fit & Proper under the designated FAIS Sub-categories...
Location: Sandton Salary: R1 000 000 Are you a strategic and experienced leader in the life insurance... contributor to the execution of the company''s reinsurance strategy, ensuring alignment with business objectives and risk appetite...
& negotiation: Represent the organisation effectively in CCMA and bargaining council proceedings, balancing advocacy with fair..., champion fair labour practices, and drive the successful implementation of our Broad-Based Black Economic Empowerment (B-BBEE...
Leadership: Design, implement, and control the regional sales growth plan in line with the channel''s and business''s strategic... objectives. Set and implement the operational strategy in collaboration with executive leadership. Performance & Growth: Monitor...
Sales Managers who manage the sales agents (BDCs/Tied Agents). Drive continuous "bar raising" recruitment, coaching... within the financial services sector? Are you ready to take ownership of an entire region, drive a face-to-face, advice-led sales...
Are you passionate about building a successful career in the financial services industry? If youre under the age of 26... and have at least 2 years of experience in the financial sector, we want to hear from you! Join our elite Advisor Development Programme...
? We want you for our elite Advisor Development Programme. Fast-track your path to becoming a successful in the finance sector...
business that sets the industry standard? This role is the engine room of our advice process, offering you a unique.... You will also perform quality control on quotations, submissions, and oversee the implementation process. Client & Advisor Support: Manage...
Administrator to join our client's Investment Operations Department. Reporting directly to the CEO, this is a high-visibility role... where your expertise will be essential to the accurate and efficient administration of complex investment portfolios. If you thrive...
, and prepare for and manage internal and external meetings. Billing and Compliance: Handle billing using the fiduciary services..., and draft essential trust documents. You'll also work with accountants to ensure the timely preparation of financial statements...
specialist in South Africa. The ideal candidate will support the company's national short-term insurance franchise network..., helping to embed the franchise value proposition, promote technology adoption, and ensure consistent performance across the...
equity model portfolios, and providing leadership to the investment management and equity research teams. The ideal... management, and research. This is an opportunity for a results-driven individual to drive growth and shape the firm's investment...
Paraplanner Opportunity We''re looking for a highly skilled Paraplanner to join our team. The ideal candidate...
We are looking for a skilled Portfolio Manager to join a leading financial services firm in Sandton, Johannesburg. The... that exceed client expectations. The ideal candidate will have a minimum of three years of experience in asset or portfolio...
Job Specification Recap Position: Head of Reinsurance Department: Life Reinsurance Overview: The role involves...
, this organization is a titan in financial planning and advice. The company is committed to delivering industry-leading solutions... Consultant Reporting to: Franchise Enablement Manager Business Unit: Short-Term Insurance Location:Centurion The Franchise...
: A minimum of 2 years' experience in short-term personal lines insurance sales. To meet the FAIS Fit and Proper Requirements..., including having an FSCA-approved qualification and the Regulatory Exam for Representatives (RE5). Excellent communication...
Job Description: We are seeking a highly skilled and experienced Paraplanner to join our Financial Advisory Services team. The successful candidate... calculations, and product benefits. Assist in the coordination and monitoring of the paraplanning workflow to ensure deadlines...
. The ideal candidate will be a proactive, detail-oriented, and client-focused individual with a strong background... in administration, preferably within the legal or fiduciary field. Key Responsibilities: General Administration: Manage client files...
, specializing in integrated health solutions. Location: Centurion, Gauteng, South Africa (Hybrid) About the Role: We are seeking... an Executive Head: Solutions to join our team. This is a permanent, high-risk, management position reporting to the Chief Executive...