61 Cfp Jobs in Claremont
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Para Planner | Claremont The Recruitment Council - Claremont, Western Cape Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons. Provide technical support e.g. performance queries (using Morningstar Direct analysis... R 480 000 - R 600 000 Per Annum More than 30 days ago
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Senior Paraplanner The Recruitment Council - claremont, Western Cape Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons. Provide technical support e.g. performance queries (using Morningstar Direct analysis... More than 30 days ago
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Business Development Consultant Network Recruitment - Cape Town Identify and pursue new business opportunities through market research, networking, and leveraging existing relationships. Monitor industry trends, regulatory changes, and competitor activities to inform... 2 days ago
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Wealth Manager | Claremont The Recruitment Council - claremont, Western Cape Attend seminars to welcome guests, answer leads and identify business opportunities for follow-up after the seminars. Ensure detailed FNAs in Xplan for all clients based on their needs and reviewed annually... R 480 000 - R 600 000 Per Annum More than 30 days ago
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Fund Specialist Network Recruitment - Cape Town Excellent engagement and negotiation skills Specialization in unit trusts Apply now! 9 days ago
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Fund Specialist Network Recruitment - Cape Town CFA (any level or all three), CFP, CIPM or equivalent investment background Excellent engagement and negotiation skills Client Relationship management Experience in investment markets Specialization in... 600000 Annually 9 days ago
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Paraplanner (CFP) Market-related The Talent Experts - Claremont, Western Cape, South Africa You'll be joining a well-known and trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary services... Market-related 2 days ago
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FINANCIAL PLANNING ASSOCIATE - CAPE TOWN The Recruiters - CapeTown Full understanding of Investment Products, including but not limited to: Prepare reviews for clients as per the required frequency indicated on the CRM. Highlight the income sustainability and notify members... Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability 18 days ago
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Wealth Manager | Western Cape The Recruitment Council - CapeTown Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience. 5 to 10 years local and offshore investment management experience. R 900 000 - R 1 800 000 Per Annum More than 30 days ago
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Wealth Manager The Recruitment Council - CapeTown Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience. 5 to 10 years local and offshore investment management experience. More than 30 days ago
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