Financial Planner Jobs in Paarl
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Search Results - Financial Planner Jobs in Paarl
Paarl
Liaising with staff and suppliers when necessary
Attending to client consultations for new business and service-related needs
Maintaining of existing business
Developing and presenting financial planning recommendations and/or alternatives to clients...
CA Support-Paarl
required)
• Working experience in the South African financial services/financial planning industry (preferable)
• Experience using online software tools will be highly advantageous
• Proven experience working with large datasets and pattern identification...
Cardoso Recruitment-Paarl
experience in the South African financial services/financial planning industry (preferable)
• Experience using online software tools will be highly advantageous
• Proven experience working with large datasets and pattern identification.
• Advanced knowledge...
Knewin-Bellville, 37 km from Paarl
current financial context and possible recommendations. The Financial Planning Analyst will engage with a number of elements relating to the client’s requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning - where...
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Stellenbosch, 24 km from Paarl
a week. Ideal candidate will be based in the Cape Wineland region.
Key Responsibilities:
• Lead the financial planning and forecasting processes, providing insights and recommendations to optimize business performance.
• Develop comprehensive financial...
Financial Planner jobs – More locations:
Knewin-Bellville, 37 km from Paarl
in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed...
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HR Genie-Bellville, 37 km from Paarl
The following education, experience and and langauge skills:
• B.Com-degree or Post Graduate Diploma in Financial Planning;
• FAIS Accredited (NQF Level 7 or higher);
• RE5;
• CFP;
• At least 7 years experience in the Employee Benefits industry...
Knewin-Bellville, 37 km from Paarl
Motivation
• Time and stress management
• Ownership and accountability
About the company
As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals...
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Sanlam-Bellville, 37 km from Paarl
Who are we?
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business...
sanlamcloud.co.za -
Exceed Human Resource Consultants-Somerset West, 41 km from Paarl
sales budgets, managing expenses, and forecasting sales revenue to support financial planning and decision-making.
• Reporting: Providing regular reports and updates to senior management on sales performance, market trends, and other relevant metrics...
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