Financial Planner Offices Jobs

The Recruitment Council - cape town, Western Cape

Identify potential compliance breaches and investigate compliance irregularities or areas of concern Knowledge of FICA, FAIS and relevant legislation, regulations and rules Must be a registered and FSCA... R500 000

from: jobplacements.com - 4 days ago

Hire Resolve - 8001 Cape Town, South Africa (+1 location)

Provide regulatory insights and suggest improvements to ensure ongoing alignment with the FAIS General Code of Conduct (GCOC) . Please Note, if you don't match the Requirements or Industry, you won't be... R1

from: simplify.hr (+2 sources) - 2 days ago

The Recruitment Council - CapeTown

Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) Assist clients with tax planning, estate planning and wills Proficiency in MS Office including Word, Excel and Powerpoint... R360 000 - R480 000

from: jobplacements.com - 16 days ago

BOSS Consult - Cape Town

Provision of office space and full infrastructure for financial planners Support with succession planning

from: executiveplacements.com - More than 30 days ago

Dynexity Pty Ltd - Pietermaritzburg, Midlands, South Africa (+1 location)

Check and confirm commission statements from CommPay and Product Providers. Escalate if any commissions or fees are due to the Financial Planning Partner. Be the point of contact for clients, ensuring...

from: pnet.co.za (+1 source) - 18 days ago

BA Personnel - Western Cape, Western Cape, South Africa

Analyse information and pro-actively suggest improvements to ensure compliance process is followed in accordance with the GCOC under FAIS, Knowledge of FICA, FAIS and relevant legislation, regulations... Neg

from: pnet.co.za - 12 days ago

HumanKind - Tyger Valley, Western Cape, South Africa

Identify potential compliance breaches and investigate compliance irregularities or areas of concern Relevant experience working with Financial Advisers / Financial Planners Maintain a compliance framework... R40,001 - R50,000 pm

from: careerjunction.co.za - 13 days ago

Conova Financial Recruitment - CPT - Southern Suburbs, Cape Town South, South Africa

Act as a strategic partner to Wealth Managers, supporting them in managing client portfolios and enhancing the client experience. Provide operational support to streamline processes and improve service...

from: pnet.co.za - 11 days ago

Dynexity Pty Ltd - CPT - Southern Suburbs, Cape Town South, South Africa

Check and confirm commission statements from CommPay and Product Providers. Escalate if any commissions or fees are due to the Financial Planning Partner. Be the point of contact for clients, ensuring...

from: pnet.co.za (+1 source) - 18 days ago

AUGUST INTEGRATED SERVICES - Durban (+4 locations)

We're revolutionizing how financial planning meets modern client needs through our comprehensive approach. 1. Full Funding for Your education until CFP Qualification (Terms and Conditions Apply) - Advance...

from: jobmail.co.za - 17 days ago