Financial Planner
Senwes
Senwes is one of the leading agricultural companies in South Africa, with clients symbolising the heart of the company. The company is deeply rooted in agriculture and has a rich and proud history that extends over a period of 114 years. The Senwes Group of companies is supported by three pillars - Input Supply, Financial and Technical Services and Market Access in the Northwest, Free State, Gauteng, Mpumalanga, KwaZulu-Natal, Eastern Cape, Northern Cape and Western Cape provinces. The Senwes Group has an integrated business model to facilitate its core objective of making a meaningful contribution to food security in South Africa in a sustainable manner. Key Duties and Responsibilities Manage and optimise an allocated client portfolio by conducting structured engagements, segmenting clients based on value and needs, and ensuring all client information is accurate, up to date, and aligned to service expectations. Provide holistic financial planning services across long-term insurance and investment solutions by following a structured advice process, identifying client needs, and delivering suitable, compliant recommendations to both internal and external clients. Maintain strong, ongoing client relationships through regular reviews, proactive communication, and timely resolution of queries, while monitoring portfolio performance and implementing strategies to improve client satisfaction and retention. Drive new business opportunities and maximise shareholder value by identifying cross-sell and upsell opportunities, expanding the client base, and delivering tailored financial solutions aligned to different life stages and client goals. Requirements Qualifications and experience: RE5 qualification (Regulatory Examination). Recognised qualification as per FSCA requirements for Life and Investment business. Minimum 3 - 5 years' relevant experience in Long-Term Insurance and Investment classes of business. Skills: Financial planning and advisory expertise. Strong knowledge of FAIS, and regulatory compliance frameworks. Client relationship management and stakeholder engagement. Analytical thinking and financial needs analysis. Attention to detail and high levels of accuracy. Closing date: 30 September 2026
- Minimum Requirements: - Previous chrome mining experience is essential. - Relevant qualifications and valid certificates applicable to the position. - Mine planning experience will be advantageous. - Strong analytical, numerical and problem-solving skills. - Ability...
R 90,000 - 120,000 per month
...high performance and delivering and exceeding client expectations. POSITION OVERVIEW Our client is seeking an experienced Mine Planner to provide professional underground mine planning and scheduling services at a client site in Rustenburg. The successful candidate...- ...establish permanent relationships with our clients, through listening, understanding and excelling in services provided.Maintenance Planner - Mining Industry One of our clients, a leading mining organisation, is seeking an experienced Maintenance Planner to join...
- ...management, and protection in South Africa; To be a leading Pan-African financial services Group with a meaningful presence in India and South-... ...full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal...
- ## Commissioned Financial Adviser Apply: Potchefstroom: Full time: Posted 8 Days Ago: JR-*******Let's Write Africa's Story Together! **Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and...
- ...Qualifications: Grade 12 (NQF4) with Mathematics and Science Job-specific experience: 2-3 years' experience as maintenance planner assistant/engineering helper accompanied with 12 Months experience in a plant environment. Inherent requirements Must be...
- ...recruiters spend their time on the shortlist and the hire. Built for South African hiring volumes and conditions. Assessment of client financial needs and circumstances. Carrying out research and analyzing products and services that are appropriate to each client's financial...
- ...Old Mutual Limited in Potchefstroom is seeking a commissioned Financial Adviser to champion customers' financial goals by identifying needs and providing suitable plans. The role focuses on procuring new business and expanding sales with existing customers, with work...
- ...Vision is: To be the leader in client-centric wealth creation, management, and protection in South Africa; To be a leading Pan-African financial services Group with a meaningful presence in India and South-East Asia; and To play a niche role in wealth and investment...
- ...People Dimension, a financial services company based in Potchefstroom, is looking for a Financial Advisor to join their dynamic team. The role involves prospecting for new clients, maintaining existing relationships, and providing tailored financial planning solutions...
- ...proud history that extends over a period of 114 years. The Senwes Group of companies is supported by three pillars - Input Supply, Financial and Technical Services and Market Access in the Northwest, Free State, Gauteng, Mpumalanga, KwaZulu-Natal, Eastern Cape, Northern...
- ...Bachelor's Degree in Town and Regional Planning / Urban and Regional Planning. Compulsory registration with South African Council for Planners (SACPLAN) a Professional Town and Regional Planner on appointment. Minimum of 6 years post qualification in Town and Regional...
- ...Join our client a leading Financial Services Giant as aBrokerConsultant. As a BusinessConsultantthe successful candidate will be responsible... ...relationship between our Client and Intermediaries/Financial Planners. The successful candidate focus areas would be: Create...
- ...The Recruitment Council is assisting a leading Financial Services Giant to recruit a Broker Consultant in Potchefstroom. You will... ...relationships between the client and intermediaries/financial planners, while driving growth and market presence across the broker panel...
- ...Old Mutual South Africa is seeking self-motivated individuals to champion customers' lifetime goals by identifying financial needs and recommending fit-for-purpose plans and solutions. The role focuses on procuring new business, expanding product sales with existing...
- ...Senwes Ltd. seeks a Financial Planner to provide compliant, high-quality financial advice to an existing client portfolio, specialising in long-term insurance (risk cover) and investment solutions. You will build and maintain strong client relationships, enhance portfolio...
- ...store manager by implementing and maintaining a staff structure that minimizes payroll expenses and increases productivity, (monthly planner) using sales ratio performance balance. Assists the store manager by evaluates employees' performance on a day-to-day basis...
- ...Hire Resolves client is a well-established construction company and they are looking for a motivated and detail-oriented Planner to join their team in Fochville (Johannesburg). The successful candidate will be responsible for the planning and coordination of road and earthworks...
- ...Client in the MINING INDUSTRY requires the services of a Mine Planner at their plant in the North West area as soon as possible QUALIFICATIONS AND EXPERIENCE Degree in Mining Engineering or relevant At least 5 years experience in a mine planning environment long...
R 40,000 per month
...PROJECT PLANNER / SCHEDULER Location: Rustenburg Industry: Construction / Steel / Modular Projects Type: Permanent (subject to finding the right candidate) Salary: Up to R40,000 per month (maximum) Overview Our client in the construction and steel fabrication...- ...Tsebo Facilities Solutions is looking for a Maintenance Planner to plan, coordinate, manage, and monitor all planned preventative maintenance (PPM) activities and contractor work. The role ensures effective maintenance planning, accurate system administration, data...
- Assist in compiling weekly, bi-monthly, and monthly technical reports. Allocate and monitor technical work orders. Ensure preventative maintenance work orders are issued to maintenance teams. Track work order completion and ensure closure within agreed timeframes...
- ...About the RoleOur client is looking for a strategic and analytical Transportation Planner to join their operations team, working remotely across South Africa . This role is responsible for designing, implementing, and managing efficient transportation strategies that...
- ...parameters for the department in line with business requirements and financial objectives.Formulating monthly and annual budgets. Cost... ...data by liaising with the Senior Design & Scheduler, Shaft Planner, Mine Planning Engineer and operational stakeholdersAnalyse and...
- ...Job Purpose The purpose of the Planner is to forecast product needs based on sales histories and develop a product line plan that assures... ...in Finance/Economics/Supply Chain Management. Knowledge Financial Modelling, Forecasting and Product Management, Product Cycle Management...
- ...is seeking a creative and detail-oriented Remote Event Catering Planner to join their dynamic team. This fully remote position... ...event budgets effectively, ensuring profitability and adherence to financial targets. Oversee the execution of catering services, ensuring...
- ...Hinterland, a leading agricultural retail business and subsidiary of Senwes, is seeking an analytical and commercially minded Stock Planner to optimise stock availability, enhance product performance and support profitable growth across its retail categories. Serving...
- ...Our client seeks an analytical and forward-thinking Telecoms Network Planner to join their strategic operations team in Rustenburg . This role is pivotal in forecasting network demand, designing future network architectures, and optimizing resource allocation to meet...
- ...Maintenance Planner/Supervisor - with hands on experience within a process plant or similar large industry application.Ability to organize , schedule and manage repairs, and maintenance strategy and work to ensure high availability of plant and equipment.Work Order Management...
- ...About the Role Our client is seeking a highly organized and proactive Event Planner specializing in sports events, to work remotely. This role involves managing all aspects of event planning and execution, from conceptualization to post-event analysis, for various...
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