33 Cfp Jobs in Pretoria
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Financial Advisors, Wealth Managers or Associates Engage recruit - Pretoria Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely. Gathering of financial data and setting financial objectives Passion for Financial... 5 days ago
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Client Support Specialist Green Marble Recruitment Consultants - Pretoria Seeking proactive, innovative, and appropriate solutions with experience gained in the financial planning industry. Knowledge of the Financial Planning industry. Good time and workflow management skills... 22 000 Monthly 27 days ago
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ACADEMY HEAD: WEALTH HR Genie - Pretoria Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization. Oversees and supervise the daily activities... 20 days ago
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Head of Health Academy / Certified Financial Planner (CFP Status) Negotiable Trinergy Business Solutions (Pty) Ltd - Pretoria, Gauteng, South Africa Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization. Propose and implement development plans... Negotiable 5 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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Financial Advisor Rory Mackie & Associates - Pretoria Conducting analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly... More than 30 days ago
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Portfolio Manager - Employee Benefits Pillango Placements - PTA - East Client and Stakeholder Management: Act as the primary liaison between clients and internal teams. Oversee the preparation and maintenance of comprehensive client documentation and communications. Strategic... 40000 Monthly 30 days ago
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EMPLOYEE BENEFIT CONSULTANT HR Genie - Pretoria Prepare and present proposals to a clients current retirement fund and/or risk benefits that could affect them as an employer as well as their employees. Manage costs within your control, including costs... More than 30 days ago
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ACADEMY HEAD: WEALTH Pretoria, Tshwane, ZA Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization. Maintain knowledge of new methods and... Market related 19 days ago
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Paraplanner | Pretoria Pretoria, Gauteng, South Africa Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is... 21 days ago
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- Centurion (10)
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- Gauteng (136)