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19 Advisor Planner Jobs

Wealth Advisor Assistant Frogg Recruitment SA - Paarl At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service environment Grade 12 with an Office or Business Management... 2 days ago
Project Manager, Property Development Human Value - Cape Town The role requires detailed attention to managing the cost, quality and returns on the projects whilst ensuring compliance and improvements to the established internal processes. This would encompass a... 20 days ago
Wealth Manager Curiska - Johannesburg Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed. Propose investment solutions to clients taking... More than 30 days ago
Financial Advisor - Pretoria - RE5 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... More than 30 days ago
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Long-Term Financial Advisor 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... 8 days ago
Senior Para-Planner – Certified Financial Planner Irene Centurion Pretoria, Gauteng, South Africa Assist in managing the client review process for Financial Planners. Handle all top up/ad hoc investments, and rebalances. Prepare analysis of client portfolio on behalf of Financial Planner in accordance... 6 days ago
Para Planner/Advisory Associate or Junior Financial Advisor InspHired Recruitment Solutions - Cape Town, Western Cape, South Africa Ensure constant business development - attract new business, leads and top ups from existing clients Provide a financial roadmap and investment solution Contribution to the overall profitability of the... Yesterday
Para Planner - Rondebosch 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... 17 days ago
Paraplanner | Cape Town 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... 18 days ago
Junior Financial Advisor – Pretoria Pretoria, Gauteng, South Africa 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... 22 days ago

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