Financial Planner Jobs in Pretoria
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Search Results - Financial Planner Jobs in Pretoria
Network Recruitment-Pretoria
Our client operates within the wealth planning and advisory environment, focusing on delivering sophisticated, tailored financial solutions to high-net-worth individuals and families. This Senior Financial Planner (Estate and Trust Specialist) role...
Merand Corbett & Associates-Pretoria
Key Responsibilities
Client Services
• Serve as a primary point of contact for clients and assist with client service delivery.
• Liaise with product providers and assist Financial Planning Partners with client queries.
• Implement administrative...
Network Recruitment-Pretoria
Our client operates within the wealth planning and advisory environment, focusing on delivering sophisticated, tailored financial solutions to high-net-worth individuals and families. This Senior Financial Planner (Estate and Trust Specialist) role...
Fouche & Co Recruitment-Pretoria
Our client is a prominent player in the South African financial services industry, focused on providing comprehensive wealth management and holistic financial planning solutions. They pride themselves on a culture of collaboration and a commitment...
Green Marble Recruitment Consultants-Pretoria
Duties and responsibilities:
• Provide telephonic and email support to Financial Advisers on the wealth management system.
• Investigate and resolve adviser queries relating to wealth planning functionality and calculations.
• Assist advisers...
The Legends Agency-Pretoria
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 business...
People Dimension-Pretoria
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...
Financial Planner jobs – More locations:
The Recruitment Council-Pretoria
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
The Recruitment Council-Pretoria
financial 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...
People Dimension-Pretoria
Introduction
A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.
Duties & Responsibilities
• Provide financial planning and advice...
Green Marble Recruitment Consultants-Pretoria
Duties and responsibilities:
• Provide telephonic and email support to Financial Advisers on the wealth management system.
• Investigate and resolve adviser queries relating to wealth planning functionality and calculations.
• Assist advisers...
The Recruitment Council-Pretoria
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...
Sabenza IT & Recruitment-Pretoria
A prominent IT recruitment firm in Pretoria is seeking a skilled Senior SAP Functional Consultant to support global financial planning solutions. The role involves developing data models and ETL processes in SAP BW/4HANA, ensuring high data quality...
The Recruitment Council-Pretoria
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
MyCareerCraft-Pretoria
accounting, financial planning, risk management, reporting, and compliance. You will collaborate with senior leadership and the board to develop strategy and protect the organisation's long-term financial stability.
Qualifications:
Chartered Accountant (CA...
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