62 Financial Planner Jobs - page 2
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PARA-PLANNER - PRETORIA HR Genie - Pretoria Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies) A financial qualification is essential... 18 days ago
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Financial Adviser BOSS Consult - Cape Town Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access Access to an effective leads system More than 30 days ago
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PARA-PLANNER - BELLVILLE HR Genie - Bellville Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies) A financial qualification is essential... 18 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of... 18 days ago
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Revenue Management Accountant (Qualified) The Hiring House - Pretoria - Managing WIP and processing invoices along with preparing supporting schedules for client submission. - Assist Finance with other tasks as required (i.e. credit card processing and reconciliations, pettycash... More than 30 days ago
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WEALTH MANAGER/FINANCIAL ADVISOR - GQEBERHA HR Genie - Port Elizabeth Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements; Process and implement instructions from clients i.r.o.... 18 days ago
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Broker Assistant Curiska - Johannesburg Experience: A minimum of 2 years of experience in a broker assistant or similar financial support role, with a strong understanding of unit trust investments. Experience in wills and estates administration... More than 30 days ago
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Manager, Relationship, Premium - KwaZulu Natal, Newcastle Standard Bank Group - KwaZulu-Natal, ZA Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent revenue growth and client retention. Professional certifications such as Certified Banker... Not specified 4 days ago
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Junior Financial Advisor | Bedfordview The Recruitment Council - bedfordview, Gauteng Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Contribute to building and maintaining strong, long-term client relationships Strong understanding of... More than 30 days ago
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Junior Financial Advisor The Recruitment Council - Johannesburg As a Junior Financial Advisor, you will assist senior advisors in delivering top-tier financial strategies and advice to clients. Youll be involved in goal-oriented financial planning, investment management... R360 000 Per Annum More than 30 days ago
Top locations
- Cape Town (25)
- Pretoria (17)
- Johannesburg (6)
- Port Elizabeth (5)
- Bellville (4)
- Sandton (3)
- Centurion (3)
- Somerset West (3)
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