Planner Financial Services Jobs

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Wealth Administrative Assistant  

Perfect Placement Recruitment - Cape Town

Handling telephone communications, including both incoming and outgoing calls. Take messages and relay them promptly to the Financial Planner. Our Client is looking for a Wealth Administrative Assistant...

from: jobplacements.com (+1 source) - 7 days ago

Client Support Specialist  

Green Marble Recruitment Consultants - Pretoria (+2 locations)

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

from: jobplacements.com (+4 sources) - 12 days ago

Salaried Wealth Manager  

The Recruitment Council - CapeTown

Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied leads. Continually...

from: executiveplacements.com (+2 sources) - More than 30 days ago

Financial Planning Assistant - KZN  

Ultra Personnel - Kloof

The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office...

from: jobplacements.com (+4 sources) - 25 days ago

Wills Sales Manager - Pretoria  

Talent Evolution - Pretoria

- Prior experience in short-term and/or long-term insurance sales, preferably in a call centre environment, is essential. This includes a strong understanding of sales techniques, customer engagement strategies...

from: executiveplacements.com (+3 sources) - 18 days ago

Financial Planner  

Mirna Butler Recruitment - Bloemfontein

Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. Financial planning and recommendations Communicates effectively Contributing...

from: executiveplacements.com - More than 30 days ago

Manager, Fiduciary Services  

Bloemfontein, Free State, South Africa (+1 location)

Trustee diploma/CAIB or a Commercial/Legal Degree #J-18808-Ljbffr

from: jobleads.co.za - More than 30 days ago

Paraplanner  

CA Financial Appointments - Cape Town

Manage and execute on various client projects and to ensure clients are updated on events and transactions My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape...

from: jobplacements.com - More than 30 days ago

Client Service Consultant  

The Recruitment Council - CapeTown

Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained...

from: jobplacements.com - More than 30 days ago

Executive Financial Planner (Voice and Digital) Always-On  

Roodepoort, Gauteng, South Africa

Always-On refers to advertising of recurring roles we are always looking to fill within the bank. The purpose is to build a pipeline of suitably qualified candidates for future roles. As a candidate you...

from: jobleads.co.za - 7 days ago


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