Latest Financial Planner jobs in Edenvale (page 2)

26 Financial Planner Jobs in Edenvale - page 2

Acquisition Banker (Gauteng) Nedbank - Johannesburg, ZA Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained... 7 days ago
Wealth Manager Johannesburg, Gauteng, ZA 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... 11 days ago
Executive Financial Planner MANCOSA PTY LTD - 2001 Johannesburg, South Africa To build and grow your financial planning business within one of Africa’s leading banking institutions. Completed Supervision for core sub-categories FSCA Recognized NQF level 5 Qualification What we need... More than 30 days ago
Wealth Planner / Specialist Warwick Wealth Financial Maturity Johannesburg, Gauteng, South Africa Wealth Planners must be able to prospect and source private clients through Warwick’s IFAs, as well as through direct business thereby increasing the Warwick’s Assets Under Management (AUM) thus establishing... More than 30 days ago
Paraplanner | Sandton Sandton, Gauteng, South Africa Ensure client files comply with POPI, FICA, FAIS legislation requirements. Contact clients and product providers for their input. Experience in use of X-Plan as FNA tool would be an advantage. Prepare... 24 days ago
Business Enablement - Advice Review PikUniq - Sandhurst, Gauteng • In-depth knowledge of the requirements, implementation and application of FAIS, Risk Based Approach towards Customer Due Diligence, and PoPlA rules and regulations. Knowledge and understanding of financial... 30000 More than 30 days ago
Junior Financial Advisor – Sandton Sandton, Gauteng, South Africa Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration Identify new clients for the company and accepting a source target in the business... More than 30 days ago
Servicing Consultant, Employee Benefit Johannesburg, Gauteng, South Africa Liaison between fund administrator, EVB (Eco-system), Planners, clients and all other stakeholders regarding all fund issues.Ability to present at board of trustee/management committee level. Bachelor... More than 30 days ago
Wealth Manager Assistant The Talent Experts - Bedfordview, Western Cape, South Africa You'll be joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established and focuses on managing an existing client base and not too much on new client... 5 days ago
Head, Relationship Banking, Gauteng Johannesburg, Gauteng, South Africa 8-10 years experience in all the product categories in terms of FAIS for SBFC. FAIS fit and proper requirements – KI appointment Qualifications More than 30 days ago

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