Financial Planner Jobs

HR Genie - Pretoria

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies) A financial qualification is essential...

from: jobplacements.com - 19 days ago

BOSS Consult - Cape Town

Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access Access to an effective leads system

from: executiveplacements.com - More than 30 days ago

HR Genie - Bellville

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies) A financial qualification is essential...

from: jobplacements.com - 19 days ago

HR Genie - Bellville (+1 location)

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of...

from: jobplacements.com (+2 sources) - 19 days ago

The Hiring House - Pretoria

- Managing WIP and processing invoices along with preparing supporting schedules for client submission. - Assist Finance with other tasks as required (i.e. credit card processing and reconciliations, pettycash...

from: executiveplacements.com - More than 30 days ago

HR Genie - Port Elizabeth (+1 location)

Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements; Process and implement instructions from clients i.r.o....

from: jobplacements.com (+2 sources) - 19 days ago

Curiska - Johannesburg

Experience: A minimum of 2 years of experience in a broker assistant or similar financial support role, with a strong understanding of unit trust investments. Experience in wills and estates administration...

from: jobplacements.com - More than 30 days ago

Standard Bank Group - KwaZulu-Natal, ZA

Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent revenue growth and client retention. Professional certifications such as Certified Banker... Not specified

from: mrjobs.co.za - 5 days ago

The Recruitment Council - bedfordview, Gauteng

Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Contribute to building and maintaining strong, long-term client relationships Strong understanding of...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

As a Junior Financial Advisor, you will assist senior advisors in delivering top-tier financial strategies and advice to clients. Youll be involved in goal-oriented financial planning, investment management... R360 000 Per Annum

from: jobplacements.com - More than 30 days ago