13 Financial Planner Planning Jobs in Pretoria
-
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
-
Financial Planner (Centurion) Nedbank - Pretoria, ZA Review clients’ portfolio's and plans on a regular basis to customize the financial plans according to clients’ changing life or economic circumstances, needs and requirements. Displays knowledge of approved... 2 days ago
-
Financial Planner: Pretoria IS Lynnwood Pretoria, Gauteng, South Africa The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake... 3 days ago
-
Financial Planner IS Pretoria, Gauteng, South Africa The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake... 3 days ago
- Forum: Start a Discussion Join
-
Head: Strategic Wealth Management The Recruitment Council - Pretoria Motivating and Inspiring Team Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them... 0 21 days ago
-
Financial Planner Pretoria Lynnwood Pretoria, Gauteng, South Africa The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake... 3 days ago
-
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... 19 days ago
-
Digital Financial Planner The Recruitment Council - Pretoria, Gauteng Investigate client queries within the agreed service level and ensure that client receives timeous feedback Escalate client queries to the relevant department or stakeholder Provide accurate information... 0 21 days ago
-
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
-
Regional Manager: Financial Planning Services (Insurance) Pretoria, Gauteng, South Africa · Implement and maintain sales strategic plan for region, to ensure that region meets its set target, i.e. in terms of Annual Premium Income (API) and policy count and product mix Oversee recruitment,... More than 30 days ago
Top locations