Advisor Planner Jobs in Gauteng

HR Genie - Pretoria

Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. Excellent report writing...

from: jobplacements.com (+1 source) - 8 days ago

The Recruitment Council - bedfordview, Gauteng

Conduct research, prepare financial plans and reports, and assist with portfolio reviews Wealth Management or similar qualification (minimum 120 credits, NQF Level 8) Experience with high-net-worth individuals...

from: jobplacements.com - 15 days ago

Hire Resolve - 0014 Pretoria, South Africa (+1 location)

Generate investment performance graphs, asset allocation reports, risk-return scatterplots, and risk correlation tables Advise Wealth Planners on investment opportunities and tax considerations Perform... R512 000

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

HR Genie - Pretoria

Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Consolidate and summarise all policies, investments & assets...

from: jobplacements.com - More than 30 days ago

IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA

Build and maintain strong relationships with clients to understand their financial needs and goals. Analyze financial data and develop strategies to help clients achieve their objectives. At least 2 years... Not specified

from: mrjobs.co.za - 2 days ago

IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA

Tenacity and effective planning, organizing, and time management skills Job title : Wealth Creation Advisor Entrepreneurial mindset Qualifications Tertiary qualification will be advantageous Not specified

from: mrjobs.co.za - 21 days ago

GSI Talent Solutions Pty Ltd - Pretoria, Gauteng, South Africa

Maintain accurate client records and assist with ongoing portfolio reviews Proficient in MS Office (especially Excel) and financial planning tools/software Liaise with clients and service providers for... Competitive Package

from: pnet.co.za - 8 days ago

Liberty Standard Bank Group - Various Locations, North West, Gauteng, Free State, South Africa

Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications...

from: pnet.co.za - 15 days ago