Financial Planner Risk Jobs

Status Staffing - Pinelands, Cape Town City Centre, ZA (+2 locations)

Contribute towards the management of the ongoing Client relationship in-line with the sale and service offering, to achieve the desired retention levels for each segment. A recent professional profile...

from: adzuna.co.za (+3 sources) - 14 days ago

Conova Recruitment - Cape Town

Communicating with Clients and providing clients with the information where appropriate via email, telephone and occasionally in person when they attend the company's offices. Analysing, assessing and... 25000 Monthly

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

The Recruitment Council - CapeTown

Provide guidance on investment strategies, retirement planning, risk management, and estate planning. Contribute to marketing efforts to attract new clients and expand the practice's reach in the local...

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

Cape Town, Western Cape, South Africa

Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation. Client documents and related information...

from: jobleads.co.za - 4 days ago

Wes-Kaap, South Africa

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning. Excellent project management skills and able to plan and organize work independently...

from: jobleads.co.za - 8 days ago

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

Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimization, and estate planning. Stay up-to-date with changing financial regulations, tax laws, and investment... Not specified

from: mrjobs.co.za - 26 days ago

Mpumalanga, South Africa

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning. Excellent project management skills and able to plan and organize work independently...

from: jobleads.co.za - 8 days ago

Centurion, Gauteng, South Africa

Develop and execute channel-specific Wealth Management strategies, frameworks and -advice processes that cater to the distinctive requirements of each channel, while driving vertical integration and innovation...

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

Sanlam Group - Free State, SA

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... Not specified

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

Liberty - Johannesburg, Gauteng

Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial...

from: jobslin.com - More than 30 days ago