62 Financial Planner Jobs - page 4
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Expert Financial Advisor IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA Bachelor's degree in Finance, Accounting, LLB, Economics, or a related field (Master’s degree or professional certifications preferred). Monitor clients' financial portfolios and make necessary adjustments... Not specified 19 days ago
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Financial Planner Business Development 20000.00 Montana Resourcing - Sandhurst, Gauteng, South Africa There is No expectation of cold calling. There could be an element of securing new clients but in a supporting function, the responsibility won't be with the candidate. Centralised business development... 20000.00 3 days ago
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Client Portfolio Manager – Financial Planner Time Personnel - CPT - Southern Suburbs, Cape Town South, South Africa You'll be supported with a portfolio of existing clients and a steady stream of high-quality prospective leads—allowing you to focus on delivering exceptional advice and growing your client base with confidence... 12 days ago
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Para-Planner
0014 Pretoria, South Africa We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise Familiarity... R512 000 26 days ago -
Financial Planner (x10) Humankind Group - Woodstock, South Africa We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Solid experience/ record writing business cases Reference: HC003836-Maseg-1 12 days ago
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Expert Financial Advisor Role IWCP : Insurance & Wealth Creation Professionals - Gauteng, ZA Bachelor's degree in Finance, Accounting, LLB, Economics, or a related field (Master’s degree or professional certifications preferred). Monitor clients' financial portfolios and make necessary adjustments... Not specified 26 days ago
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Private Client Advisor Rural FNB South Africa - Eastern Cape, ZA Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments... Not specified 26 days ago
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Financial Planner Partner Assistant (Somerset West) 20000.00 Montana Resourcing - Somerset West, Western Cape, South Africa The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional... 20000.00 12 days ago
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Financial Planner & Analyst Job Crystal - Cape Town, WC, South Africa • Reporting and Visualisation: Assist the Finance team with dashboards and reports to communicate key financial insights to stakeholders and present data in visually compelling formats using PowerBI, Tableau... 18 days ago
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Wealth Manager
6000 Gqeberha/Port Elizabeth, South Africa Provide continuous financial advice in consultation with Wealth Planners on investments, risk, market trends, benchmarks, and insured values. Assist in mentoring and supervising Wealth Assistants to ensure... R550 000 More than 30 days ago
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