Financial Planner Jobs in Newcastle
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Search Results - Financial Planner Jobs in Newcastle
Crossing Hurdles-Newcastle
A leading financial services firm is seeking a Financial Planning and Analysis Expert to analyze complex datasets and implement financial models. The remote role requires strong qualifications in finance and economics, with a preference...
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The Recruitment Council-Newcastle
Role: Paraplanner
Category: Financial Services
Location: Morningside, Durban
Salary: Market-related
Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team...
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Bidvest Protea Coin-Newcastle
Developing key client relationship and maintaining current relationships;
• Ensure processes and systems are in place to maintain and improve customer service delivery;
• Finance planning and management for areas of responsibility;
• Monitor...
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The Recruitment Council-Newcastle
Relationship Management: Building healthy, productive relationships with Financial Planners, Directors, Paraplanners, and Clients .
Qualifications & Experience
• Industry Knowledge: Broad knowledge of financial...
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The Recruitment Council-Newcastle
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
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Dante Personnel-Newcastle
financial planning, or LISP administration environment.
• Strong knowledge of products offered on a LISP platform.
• Experience with local and offshore fund trading.
• Proven ability to calculate profit and loss accurately.
• Good understanding of tax...
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The Recruitment Council-Newcastle
a Certified Financial Planner (CFP) designation will be highly advantageous.
• Tech Savvy: Advanced proficiency in the Microsoft Office Suite.
Key Competencies
• In-depth knowledge of South African financial regulations impacting FSPs.
• Exceptional...
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Rewardsco-Newcastle
to senior leadership.
Key Responsibilities :
Financial Planning & Analysis
• Deliver end-to-end revenue forecasts and cost-to-income analysis at divisional and campaign levels.
• Develop and maintain variance reports and profitability models for weekly...
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workable.com -
The Recruitment Council-Newcastle
Requirements
• Experience: 7+ years of progressive experience within the Financial Services sector.
• Qualifications: B.Com LLB degree.
• Professional Designations: Being an Admitted Attorney and/or a Certified Financial Planner (CFP) is highly advantageous...
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