Financial Planner Jobs in Paarl
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Search Results - Financial Planner Jobs in Paarl
O'Brien Recruitment-Paarl
Certified Financial Planner (CFP®)
Location: Woodstock, Western Cape
Professional | Permanent
Job Summary:
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable...
Commspace-Paarl
knowledge of APIs, automation tools (Make), Docker, and GitHub
Experience in the Fintech / SaaS industry (advantageous)
Working experience in the South African financial services / financial planning industry (advantageous)
Analytical thinking and strong...
Hire Resolve-Paarl
responsibilities include managing financial accounting, monitoring financial data, and collaborating with departments for financial planning. Candidates with a Bachelor's degree in accounting or finance, and CFA/CIMA Level 2, preferred.
This is a rewarding...
People Dimension-Paarl
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...
Bossa Paarl-Paarl
mentalityResponsibilities:Business Management: Responsible for the overall management of the restaurant, including budgeting, financial planning, and ensuring profitability.Staff management: Hiring, training, and managing restaurant and bar staff.Customer service: Overseeing...
Financial Planner jobs – More locations:
Status Staffing-Paarl
of 3 years experience as a Business Development Executive within the financial services industry, with a focus on investments.
• Certified Financial Planner (CFP) designation.
• RE5 qualification.
• Ability to work effectively as part of a team...
1075 Absa Ins & Fin Advise(Pty-Paarl
FAIS regulations are followed, and provide regular feedback to regional management.
• Meet sales and growth targets by planning client outreach, using the bank’s financial needs analysis tool, obtaining client consent, recommending suitable products...
People Dimension-Paarl
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...
The British American Tobacco Group-Paarl
partners through robust financial modelling and scenario analysis.
• Update governance cycle decks (CP/DR/SOP/S&I/NCL) with clear interpretation of risks, opportunities and mitigation actions.
Financial Planning & Reporting
• Act as custodian of COS...
SureX Life-Bellville, 37 km from Paarl
SureX Life in the Western Cape is seeking ambitious individuals to join a program that combines financial services training with a clear career path to becoming a Financial Planner. You will receive mentorship, a structured sales system, and strong...
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