Financial Planner Jobs
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Merand Corbett & Associates-Somerset West
Minimum Requirements to Apply:
• Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
• Certified Financial...
The Recruitment Council-Hermanus (WC)
Job Specification Summary: Financial Planner
Core Role Overview
• Title: Financial Advisor
• Business Unit: Advisory Services
• Reports To: Head of Advisory Services
• Hermanus, Western Cape, South Africa
• Company Values: Integrity...
Network Finance.-Cape Town
Financial Planning AnalystAre you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential...
Merand Corbett & Associates-Somerset
Minimum Requirements to Apply:
• Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
• Certified Financial...
Aristo Sourcing-Soshanguve
Our client is seeking a proactive Financial Planning & Analysis Specialist (FP&A) to help drive their finance function forward! You'll take on financial planning, budgeting, forecasting, management accounting, revenue cycle management (RCM), payroll...
Marvel Placement Consultants-Irene
Minimum Requirements
• Minimum 35 years experience as a Financial Planner within a regulated financial services environment.
• Proven F&I advisory experience, including structuring insurance and investment portfolios.
• Relevant qualification...
The Recruitment Council-Johannesburg
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?
A top...
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Pavago-Carletonville
Job Title: Budgeting/Forecasting Specialist
Position Type: Full-Time, Remote
Working Hours: U.S. client business hours
About the Role
Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles...
Talentlink360-Durban
Key Responsibilities
• Establish and maintain long-term, trusted relationships with clients
• Deliver comprehensive, holistic financial planning solutions
• Identify client needs and recommend appropriate life, investment, and wealth solutions...
1 similar jobs: Pietermaritzburg
Network Recruitment-Durban
Key Responsibilities:
• Lead budgeting and forecasting processes, including rolling forecasts
• Prepare and present monthly management reports with detailed variance analysis
• Develop financial models to support strategic initiatives and decision...
LMP RECRUIT-Johannesburg
and managing relationships to grow a portfolio of clients.
Responsibilities:
Financial Planning & Advice: Analyze client financial information to develop, implement, and review comprehensive financial plans (investments, savings, and estate planning...
Network Recruitment-Johannesburg
to provide actionable financial and commercial insights
• Develop, maintain, and enhance advanced financial models to support budgeting, forecasting, scenario planning, and longâterm strategy
• Own pricing analysis and profitability modelling, including...
Merand Corbett & Associates-Pretoria
Key Responsibilities
Client Services
• Serve as a primary point of contact for clients and assist with client service delivery.
• Liaise with product providers and assist Financial Planning Partners with client queries.
• Implement administrative...
Luno-Carletonville
A analyst and a head of financial planning. Luno offers great people and culture: work with pioneers in the crypto space, our 'remote but reachable' approach goes beyond flexible working, an environment of continuous learning and growth; with an annual...
People Dimension-Randburg
Introduction
A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company.
Desired Experience & Qualification
• Matric Qualification
• BCom Degree (Required)
• CFP - Diploma...
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