Financial Planner Advisor Jobs

Conova Recruitment - Cape Town

Identifying Financial Planning needs based on data collected from the Clients. Establishing shortfalls or cash flow forecasts in conjunction with priorities and affordability. The Paraplanner may, from... 25000 Monthly

from: jobplacements.com (+1 source) - 20 days ago

Curiska - Johannesburg, Gauteng, ZA

Estate planning will be advantageous A proven track record in client management and acquisition Job description: Manage the existing clients and build long lasting relationships. Introduce additional clients...

from: adzuna.co.za (+2 sources) - 29 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

RPO Recruitment - Rondebosch, Western Cape

RPO is a Specialist Recruitment Agency that provides candidates and clients with unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and professional goals...

from: workable.com - 3 days ago

Cape Town, Western Cape, South Africa

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for...

from: jobleads.co.za - 4 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 - 8 days ago

VKB Group - Limpopo, Polokwane, SA (+1 location)

Relevant National Certificate/ Advanced Diploma/ BTech Degree/ Bachelors Degree with preference given BCom Accounting/ Marketing/ Business Management/ Finance/ Risk Management. Educate clients on financial... Not specified

from: mrjobs.co.za - 26 days ago

Pietermaritzburg, KwaZulu-Natal, South Africa

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake...

from: jobleads.co.za - 8 days ago

Pretoria, Gauteng, South Africa

If you know that you are the perfect candidate for this position, please apply for this opportunity by submitting your CV and supporting documents in PDF format. Please ensure that you have read all the...

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

Liberty Group Ltd - Offices throughout Gauteng, Tshwane Metropolitan, Johannesburg Metropolitan, Ekurhuleni (East Rand), South Africa

Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals Excellent uncapped earning opportunity. Great...

from: pnet.co.za - 23 days ago