5 Advisor Planner Jobs in Pretoria
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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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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... 19 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... 17 days ago
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Financial Planner Package is discussed at interview stage Liberty Group Ltd - Braamfontein, Cresta. Woodmead, East Gate, Rosebank, and Menlyn, Gauteng, South Africa Staying up-to-date with the latest trends, regulations, and news in the financial industry to ensure the delivery of accurate and relevant advice. Collaborating with other professionals, such as tax advisors... Package is discussed at interview stage 11 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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