Planner Financial Services Jobs in Durban

Durban, KwaZulu-Natal, South Africa

Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy...

from: jobleads.co.za - 14 days ago

Engage Recruit - Durban, KwaZulu Natal

● Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits ● Degree related to Financial Industry preferred ● Developing and presenting financial planning recommendations...

from: jobslin.com - 26 days ago

Durban, KwaZulu-Natal, South Africa

Provide growth, maintenance, and correct support to all supporters on the panel or those who may become a part of the panel. Join our client a leading Financial Services Giant as aBrokerConsultant. Identify...

from: jobleads.co.za - More than 30 days ago

Ultra Personnel - Kloof

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process and proposition to clients...

from: jobplacements.com (+4 sources) - 8 days ago

Pinetown, KwaZulu-Natal, South Africa

Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for...

from: jobleads.co.za - 14 days ago

Ultra Personnel - Kloof

Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client Arranging medicals for clients where required... 0

from: jobmail.co.za - More than 30 days ago