Financial Planner Jobs in Pretoria
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Search Results - Financial Planner Jobs in Pretoria
Merand Corbett & AssociatesPretoria
Key ResponsibilitiesClient Services & OperationsProvide administrative and client service support to Financial Planning Partners.Coordinate client-related activities and ensure efficient day-to-day practice operations.Assist with operational support...
People DimensionPretoria
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...
FirstRand Bank LimitedPretoria
financial solutions.
The role requires a relevant financial planning degree (CFP preferred) and strong sales, negotiation, and advisory skills. Based in Gauteng with offices in Menlyn and Sandton, you will operate in a compliant, high-volume environment.
#J...
The Legends AgencyPretoria
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...
Placements24Pretoria
Placements24 in Sandton, Gauteng is seeking a Senior Financial Advisor to join its wealth management and insurance team. You will provide comprehensive financial planning and bespoke insurance solutions to a discerning client base, leveraging...
The Recruitment CouncilPretoria
Certified Financial Planner) designation is highly valued.
Core Competencies
• Stellar contract drafting skills with an ability to translate complex laws into clear, practical business solutions.
• Excellent communication and relationship-building skills...
Network RecruitmentPretoria
Key ResponsibilitiesAssist with regional financial management and reportingSupport budgeting, forecasting, and financial planning processesAnalyse financial performance and provide actionable insightsEnsure compliance with financial controls...
Financial Planner jobs – More locations:
Red Ember RecruitmentPretoria
planning or financial planning will be advantageous.
• A tertiary qualification in Business, Law, or a related field is advantageous.
Minimum Required Experience:
• At least 2 years of experience in sales, customer service, or a similar role...
Placements24Pretoria
leadership position is crucial for ensuring the financial health and integrity of the organization. The ideal candidate will possess a strong background in financial management, accounting principles, and strategic financial planning, ideally within the FMCG...
HR GeniePretoria
Assessment of client financial needs and circumstances. Carrying out research and analyzing products and services that are appropriate to each clients financial circumstances. Compile tailor-made, correctly structured financial planning roadmaps...
The Recruitment CouncilPretoria
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...
HR GeniePretoria
Assessment of client financial needs and circumstances. Carrying out research and analyzing products and services that are appropriate to each clients financial circumstances. Compile tailor-made, correctly structured financial planning roadmaps...
The Recruitment CouncilPretoria
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
Placements24Pretoria
on providing comprehensive financial planning and bespoke insurance solutions to a discerning clientele. The ideal candidate will possess a deep understanding of investment strategies, retirement planning, risk management, and a wide range of insurance products...
Talent EvolutionPretoria
and accountability for financial performance and return on investment.Strong experience in financial planning, budgeting, forecasting and performance analysis.Proven experience in cash flow and treasury management, working capital optimisation and liquidity...
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