14 Financial Planner Jobs in Pretoria
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PremiumClient Support Specialist Green Marble Recruitment Consultants - Pretoria Assisting clients over the phone as well as over email correspondence, using web-based software. Deliver exceptional service that exceeds the client expectations Good understanding of financial products...
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Financial Advisor - Pretoria - RE5 ES Recruitment - Pretoria Ability to analyse complex financial information and communicate it effectively to clients. Excellent interpersonal and communication skills. Detail-oriented, organized, and able to manage multiple tasks... More than 30 days ago
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Broker Consultant The Recruitment Council - Pretoria As a Business consultant, you are always professionally dressed, are punctual and are able to communicate proficiently on all levels. Successfully market the product and deliver relevant training providing... R600000 More than 30 days ago
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Financial Needs Analysis Technical Support Agent Pretoria, Gauteng, South Africa Establish whether our advisors have a need for additional training or information sessions and to set up such interaction. By clicking submit, I acknowledge that I have read and agree to Geared2solve’s... 4 days ago
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Financial Planner: Pretoria IS Lynnwood Pretoria, Gauteng, South Africa Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy... More than 30 days ago
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Financial Advisors Engage Recruit - Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, P, Gauteng Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN Developing and presenting financial planning recommendations Starting Date: Actively Seeking - ongoing open opportunities... 21 days ago
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Portfolio Manager | Pretoria Pretoria, Gauteng, South Africa Identification of gaps in operational or trading practices or interaction/interfaces with global custody activity impacting client relationships Develop portfolio management and structured solutions for... 14 days ago
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Junior Financial Advisor – Pretoria Pretoria, Gauteng, South Africa Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration Identify new clients for the company and accepting a source target in the business... 14 days ago
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Wealth Manager Pretoria RequirementsDegree in Business Management/Investments/Business Sciences/Finance/Economics or related (Master’s Degree preferrable)Post graduate diploma in financial planningCertified Financial Planner... Yesterday
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Long-Term Financial Advisor Pretoria, Gauteng, South Africa Full access to Osidon software automating many of the advisor’s tasks giving you more quality time to effectively spend with clients resulting in more business for you. Assess the financial planning needs... More than 30 days ago
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Paraplanner Pretoria Paraplanner - PretoriaFull job descriptionIntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience... 5 days ago
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