12 Financial Advisor Planner Jobs in Gauteng
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Wealth Manager Curiska - Johannesburg 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... 24 days ago
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Financial Advisor - Pretoria - RE5 ES Recruitment - Pretoria Proven experience in financial planning and investment advisory roles. Certified Financial Planner (CFP) / RE5 qualification MUST HAVE! Strong knowledge of financial markets, investment products, and financial... More than 30 days ago
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Internal Advisor Paraplanner Fourways TRASA - Johannesburg, Gauteng Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing. Checking that the... 25000 11 days ago
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Wealth Manager Johannesburg, Gauteng, ZA Estate planning will be advantageous A proven track record in client management and acquisition Job description: Manage the existing clients and build long lasting relationships. Introduce additional clients... 23 days ago
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Long-Term Financial Advisor Pretoria, Gauteng, South Africa If you know that you are the perfect candidate for this position, please apply for this opportunity by submitting your CV and supporting documents in PDF format. Please ensure that you have read all the... More than 30 days ago
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Senior Para-Planner – Certified Financial Planner Irene Centurion Pretoria, Gauteng, South Africa Assist in managing the client review process for Financial Planners. Handle all top up/ad hoc investments, and rebalances. Prepare analysis of client portfolio on behalf of Financial Planner in accordance... 30 days ago
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Executive Financial Planner MANCOSA PTY LTD - 2001 Johannesburg, South Africa Provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments 3 years’ experience as a Financial/Wealth Planner or Advisor BCom Finance or... More than 30 days ago
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Junior Financial Advisor – Pretoria Pretoria, Gauteng, South Africa High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers. Have good technical... More than 30 days ago
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Wealth Manager Assistant The Talent Experts - Bedfordview, Western Cape, South Africa You will be responsible for processing new business and doing general administration tasks. This includes ensuring compliance with company policies, implementing client instructions for investments and... 17 days ago
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Wealth Consulting (full training provided from day 1) Market Related with Benefits EQ-FIN Bryanston - Hybrid Model, Western Cape, Kwazulu Natal, Gauteng, South Africa In the midst of challenging times in South Africa, Liberty offers you an opportunity to reshape your career and embrace new possibilities . We believe that now is the time to pause, reflect, and focus... Market Related with Benefits 19 days ago
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