Financial Planner Jobs in Pietermaritzburg
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Search Results - Financial Planner Jobs in Pietermaritzburg
The Recruitment Council-Pietermaritzburg-
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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The Recruitment Council-Pietermaritzburg-
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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The Recruitment Council-Pietermaritzburg-
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-Pietermaritzburg-
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
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Bidvest Protea Coin-Pietermaritzburg-
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-Pietermaritzburg-
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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Financial Planner jobs – More locations:
Select Motor Recruitment-Pietermaritzburg-
information and performance insights to management
Budgeting, Forecasting & Cashflow
• Prepare annual budgets and periodic forecasts
• Monitor and manage cash flow requirements
• Provide financial planning support to operational management
• Ensure effective...
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The Recruitment Council-Pretoria, 482 km from Pietermaritzburg-
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...
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Select Motor Recruitment-Pietermaritzburg-
information and performance insights to management
Budgeting, Forecasting & Cashflow
• Prepare annual budgets and periodic forecasts
• Monitor and manage cash flow requirements
• Provide financial planning support to operational management
• Ensure effective...
Read more
Sanlam-Pietermaritzburg-sanlamcloud.co.za-
Focused Development of FA’s in the different market segments i.e. Estate Planning, Investments, etc.
• Recruitment of Financial Advisers
• Sourcing and vesting new advisers in Key Accounts
Qualification and Experience
• Matric
• Wealth...
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Rewardsco-Pietermaritzburg-workable.com-
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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Select Motor Recruitment-Pietermaritzburg-
information and performance insights to management
Budgeting, Forecasting & Cashflow
• Prepare annual budgets and periodic forecasts
• Monitor and manage cash flow requirements
• Provide financial planning support to operational management
• Ensure effective...
Read more
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