Financial Planner Jobs in Pretoria
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Search Results - Financial Planner Jobs in Pretoria
HR Genie-Pretoria
A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.
Your:
Education
• A financial qualification is essential (e.g. B Com finance, accounting, investment management...
Sanlam Limited-Pretoria
and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
Maintain and service these clients...
appcast.io -
CF Consulting-Pretoria
compliant qualifications (RE5 and COB3 preferred).
A 3-year diploma or degree in Financial Planning, Business, Finance, or Economics (minimum NQF Level 5).
Strong aspirations to become a Certified Financial Planner (CFP®).
Remuneration:
Competitive basic...
PPS Recruitment-Pretoria
by implementing PPS financial solutions in line with the client’s needs.
Scope of the Job:
This is a commission-based role of holistic financial planning, advice, and sales in risk insurance (ideally 70% focus), savings and investments, as well as wills, tax...
appcast.io -
The Recruitment Council-Pretoria
and services to enhance client retention, increase sales revenue, and expand the organizations client base.
• Financial Analysis and Planning:
• Analyzes financial information gathered from clients to develop tailored financial plans or proposals using...
The Recruitment Council-Germiston, 54 km from Pretoria
Role Overview
Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner (CFP) or someone actively working toward CFP certification. The advisor will work closely with senior...
Standard Bank of South Africa Limited-Pretoria
Business Segment: Personal & Private Banking
To manage a regional team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst...
appcast.io -
Financial Planner jobs – More locations:
Network Recruitment-Pretoria
planning, helping them scale efficiently while staying profitable.
Duties include (not limited to)
• Own financial planning & budgeting to drive smart business decisions
• Monitor key financial metrics and provide insights that fuel growth
• Manage cash...
Network Recruitment-Pretoria
to ensure accuracy in financial planning.
Compliance & Auditing:
• Support internal and external audits, ensuring all necessary documentation is provided.
• Ensure compliance with tax regulations, financial reporting standards, and other relevant...
Dante Personnel-Pretoria
Minimum requirements:
• LLB or Relevant qualification
• Or candidate can have experience working in Finance or Financial Planning with experience dealing with Drafting Trust, other Trust duties and drafting of Wills
• 3 Years' plus experience...
ProSidian Consulting, LLC-Pretoria
help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
• Vacation...
appcast.io -
Office Of The Chief Justice South Africa-Pretoria
growth and excellence.
About the Role:
Leadership and Strategy: Develop and execute administrative strategies to achieve business objectives.
Financial Management: Oversee financial planning, budgeting, and forecasting.
Talent Development: Implement...
The Recruitment Council-Pretoria
a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.
Responsibilities:
• Financial Planning support
• Formulate effective financial plan documents...
appcast.io -
Veblen Director Programme-Pretoria
guidance on financial planning, forecasting, and compliance.
About the Role: Develop and maintain comprehensive financial models to support informed decision-making.
Collaborate with stakeholders to identify key performance indicators (KPIs) and develop...
Talent Evolution-Pretoria
Experience
• At least 2 years of experience in sales, customer service, or a similar role.
• Experience in will services, estate planning, or the financial services industry is highly desirable.
• Proven track record of achieving sales targets...
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