Financial Planner Jobs in North West
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Search Results - Financial Planner Jobs in North West
The Legends AgencyPotchefstroom
financial planning lifecycle for clients. This includes establishing professional relationships, gathering data, setting objectives, analysing information, and implementing financial recommendations.
Key Responsibilities
• Prospect for and close new...
Vine RecruitmentRustenburg
Key Responsibilities: Full financial management & reporting
Reconciliations and processing of all payments and invoices
Working on Xero Accounting
Preparing and managing monthly & yearly budgets and financial planning
SARS compliance and tax...
People DimensionPotchefstroom
for and closing new business
• Maintaining existing business
• Developing and presenting financial planning recommendations and/or alternatives to clients
• Adopting a holistic approach to financial advice
• Establishing and defining professional relationships...
SanlamMahikengsanlamcloud.co.za
do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business...
The Recruitment CouncilPretoria
regulatory landscape, specifically: FAIS, FICA, CISCA, the Insurance Act, the Pension Funds Act, and POPIA.
• Advantageous: A CFP (Certified Financial Planner) designation is highly valued.
Core Competencies
• Stellar contract drafting skills...
SanlamRustenburgsanlamcloud.co.za
do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business...
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