Latest Certified Financial Planner jobs - JobisJob South Africa Mobile

27 Certified Financial Planner Jobs

FINANCIAL PLANNING ASSOCIATE - CAPE TOWN The Recruiters - CapeTown Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation. All proposals to be captured on the CRM... Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability 7 days ago
Paraplanner Staff Solutions Recruitment - Portelizabeth Once the Record of Advice has been finalized, the Junior paraplanner must ensure that the Senior Paraplanner / Broker has communicated this through to the client after instructions are carried out and... 9 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... 12 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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Salaried Wealth Manager | Cape Town The Recruitment Council - CapeTown Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied leads. Continually... R 360 000 - R 720 000 Per Annum More than 30 days ago
Financial Advisors Engage Recruit - Durban, KwaZulu Natal ● 2 to 3 years experience as a representative rendering financial advice and intermediary ● Registered with the FSCA as a full representative ● Gathering of financial data and setting financial objectives... 2 days ago
Paraplanner CA Financial Appointments - Cape Town Manage and execute on various client projects and to ensure clients are updated on events and transactions My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape... More than 30 days ago
Paraplanner Top Vitae - Port Elizabeth Provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio together. Provide consistent, accurate, timely and pertinent communication to clients... More than 30 days ago
Wealth Manager South Africa All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this... 3 days ago
Paraplanner | Sandton Sandton, Gauteng, South Africa Research on various new and existing investment and risk products. Review client portfolios and prepare review files. Proficiency in Financial Needs Analysis tools. Post Graduate Diploma in Financial Planning... 18 days ago

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