13 Planner Financial Services Jobs in Pretoria
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Financial Advisors, Wealth Managers or Associates Engage recruit - Pretoria please note: If you are a beginner you need at least two years working experience in the financial industry - do email your updated CV as well. Establish professional relationships with clientele Discipline... 4 days ago
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Client 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... 22 000 Monthly 26 days ago
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Wills Sales Manager - Pretoria Talent Evolution - Pretoria - Experience in planning, executing, and optimizing sales campaigns within a call centre setting is valuable. This includes setting campaign objectives, monitoring performance metrics, and implementing... More than 30 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... 11 days ago
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Senior Para-Planner – Certified Financial Planner Irene Centurion Pretoria, Gauteng, South Africa Upload client financial information onto the software systems, and prepare scenarios to be used by financial planners in the preparation of written Records of Advice Risk Management record keeping – compliance... 15 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... More than 30 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 Regularly monitoring and reviewing clients' financial plans to ensure they remain aligned with their goals. Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial... Package is discussed at interview stage 9 days ago
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Regional Manager: Financial Planning Services (Insurance) Pretoria, Gauteng, South Africa Our client in the Insurance industry is looking for a Regional Manager: Financial Planning services. Please provide ALL the information requested below, to submit your CV: · Recruit Sales Managers that... More than 30 days ago
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Distribution Channel Director The Recruitment Council - Pretoria Ensure Efficient and Effective Practice (Finance): Support the company and advice strategy and compliance in line with relevant strategy Control the budget for area, including the authorisation of expenditures... 0 17 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... 18 days ago
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