10 Financial Planner Jobs in Pretoria
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FINANCIAL PLANNER HR Genie - Pretoria Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Consolidate and summarise all policies, investments & assets... More than 30 days ago
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PARAPLANNER - PRETORIA HR Genie - Pretoria Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. Minimum of two years of... 9 days ago
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Revenue Management Accountant (Qualified) The Hiring House - Pretoria - Discussing project reports including the profitability reports with the relevant project manager. - Reviewing project contracts to ensure accurate revenue recognition. - Support project managers in the... More than 30 days ago
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PARA-PLANNER - PRETORIA HR Genie - Pretoria Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. Excellent report writing... 18 days ago
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Sales Consultants – Life/Long-Term Insurance CF Consulting - Pretoria The ability to engage clients professionally and digitally to deliver tailored long-term insurance solutions. Proactively engage with prospective clients to offer customised life and long-term insurance... More than 30 days ago
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Sales Consultant / Financial Planner / Client Services 100% commission Nexus Recruitment - Centurion, North West, Gauteng, Free State, South Africa We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. We create uniquely tailored Financial Plans to... 100% commission 14 days ago
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Adviesdienste Bestuurder/ Advisory Services Manager (O01) Werkie - Pretoria, South Africa The Advisory Services Manager is responsible for acquiring new Independent Financial Advisors (IFAs) for a Sanlam Marketing Organisation (MO) and ensuring the effective placement of financial advisors... 2 days ago
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Para-PlannerHire Resolve
0014 Pretoria, South Africa Generate investment performance graphs, asset allocation reports, risk-return scatterplots, and risk correlation tables Advise Wealth Planners on investment opportunities and tax considerations Perform... R512 000 23 days ago -
Administrator (Life Insurance / Investments) Pillangó Placements - PTA - East, Tshwane Metropolitan, South Africa If you are a dedicated professional seeking to advance your career in a dynamic and supportive environment, we invite you to apply for this opportunity. NOTE: We ONLY accept online applications. We do... 6 days ago
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Junior Wealth Manager Assistant PTA The Talent Experts - Menlo Park, Gauteng, South Africa You'll be joining a national, innovative, independent firm that provides customized financial planning services to retirement funds and their members. They have experienced phenomenal growth over the past... 23 days ago
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