Certified Financial Planner Jobs

Staff Solutions Recruitment - Portelizabeth

Once the Record of Advice has been finalized, the Junior paraplanner must ensure that the Senior Paraplanner / Broker has communicated this through to the client after instructions are carried out and...

from: jobplacements.com - 2 days ago

Pretoria, Gauteng, South Africa

Assist in managing the client review process for Financial Planners. Handle all top up/ad hoc investments, and rebalances. Prepare analysis of client portfolio on behalf of Financial Planner in accordance...

from: jobleads.co.za - 5 days ago

ES Recruitment - Pretoria

Proven experience in financial planning and investment advisory roles. Certified Financial Planner (CFP) / RE5 qualification MUST HAVE! Strong knowledge of financial markets, investment products, and financial...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - CapeTown

Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied leads. Continually...

from: executiveplacements.com (+2 sources) - More than 30 days ago

CA Financial Appointments - Cape Town

Manage and execute on various client projects and to ensure clients are updated on events and transactions My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape...

from: jobplacements.com - More than 30 days ago

Top Vitae - Port Elizabeth (+1 location)

Provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio together. Provide consistent, accurate, timely and pertinent communication to clients...

from: jobplacements.com (+1 source) - More than 30 days ago

Sandton, Gauteng, South Africa

Research on various new and existing investment and risk products. Review client portfolios and prepare review files. Proficiency in Financial Needs Analysis tools. Post Graduate Diploma in Financial Planning...

from: jobleads.co.za - 11 days ago

South Africa

This is a salaried role with incentives, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development. This includes the ability to network...

from: jobleads.co.za - 18 days ago

Engage Recruit - Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, P, Gauteng

Mandatory required documentation: Updated DOFA and CV to be emailed to : Registered with the FSCA as a full representative Monitoring of financial planning and recommendations: Specialist knowledge of...

from: jobslin.com - 28 days ago

Cape Town, Western Cape, South Africa (+5 locations)

High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers. Have good technical...

from: jobleads.co.za - 21 days ago