26 Financial Planner Risk Jobs
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Paraplanner Headhunters - Cape Town Good knowledge of the Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments, tax and general financial analysis. Knowledge and experience... 10 days ago
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Paraplanner Conova Recruitment - Cape Town Communicating with Clients and providing clients with the information where appropriate via email, telephone and occasionally in person when they attend the company's offices. Analysing, assessing and... 25000 Monthly 30 days ago
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Senior Para-Planner – Certified Financial Planner Irene Centurion Pretoria, Gauteng, South Africa Upload client financial information onto the software systems, and prepare scenarios to be used by financial planners in the preparation of written Records of Advice Risk Management record keeping – compliance... 2 days ago
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Senior ParaPlanner Cape Town, Western Cape, South Africa Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner , based on Cape Town Client communication and follow-up regarding all areas of the Paraplanners responsibility... 2 days ago
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Salaried Wealth Manager The Recruitment Council - CapeTown Provide guidance on investment strategies, retirement planning, risk management, and estate planning. Contribute to marketing efforts to attract new clients and expand the practice's reach in the local... More than 30 days ago
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Executive Financial Planner (Voice and Digital) Always-On Roodepoort, Gauteng, South Africa Are you a driven and customer-oriented financial professional with experience in Call Center operations? We are seeking talented financial Planners to join our team in SBFC Voice & Digital. As a financial... 8 days ago
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Paraplanner | Cape Town Cape Town, Western Cape, South Africa Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation. Client documents and related information... 14 days ago
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Paraplanner Conova Recruitment - Cape Town City Centre, Cape Town Region, ZA Compiling comparisons between various solution providers based on the comprehensiveness of benefits, costs, suitability and risk exposure to market sectors. Record keeping and generating reports for the... 25000 Monthly 29 days ago
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Head of Strategic Wealth Management | Centurion Centurion, Gauteng, South Africa Develop and execute channel-specific Wealth Management strategies, frameworks and -advice processes that cater to the distinctive requirements of each channel, while driving vertical integration and innovation... More than 30 days ago
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Financial Planner Liberty - Johannesburg, Gauteng Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial... More than 30 days ago
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