Financial Planner Jobs in Pretoria
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Search Results - Financial Planner Jobs in Pretoria
HR Genie-Pretoria
Overview
Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect...
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...
HR Genie-Pretoria
A well known company within the financial sector is looking for a Experienced Financial Planner:
Qualification and experience:
• A financial qualification is essential (e.g. B Com finance, accounting, investment management)
• A Post Graduate...
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...
Efficient Frontier Recruitment-Pretoria
The ideal candidate should possess a deep understanding of investment and wealth management, investment strategies, offshore and local structuring, and financial planning, coupled with superb interpersonal and communication skills.
This is more a “farmer...
3RC-Pretoria
Job Description: Paraplanner
Summary:
A paraplanner is a finance professional who supports financial planners and advisers by efficiently handling administrative tasks, organizing client records, analyzing financial information, writing reports...
Network Recruitment-Pretoria
in a structured yet dynamic environment, with exposure to both operational and strategic functions.
The company offers a stable and growth-focused environment, where your expertise in financial planning, controls, and reporting will directly contribute...
Financial Planner jobs – More locations:
Paton Personnel-Pretoria
operations in a fintech environment.Oversee financial planning, budgeting, forecasting, treasury, and cash management.Lead finance function, risk management, and internal controls.Collaborate with other executives to support growth initiatives and operational...
The Hiring House-Pretoria
Key Performance Areas
• Administration
• Calculations
• Practice Management
• Communication & Client intimacy
• Greater office contribution
Qualification
• Matric
• Preferable tertiary qualification.
• Preference to Investment Management, Financial...
Outsourced CFO-Pretoria
reports
Oversee compliance with financial regulations and standards (e.g., UK, US GAAP, IFRS)
Coordinate with auditors, tax advisors, and internal stakeholders
Provide strategic advice to clients on financial planning, risk, and performance improvement...
Dante Personnel-Pretoria
Minimum requirements:
• Matric Certification
• RE5 and FAIS qualifications are required (e.g. NQF5 Wealth Management
• Relevant certifications in estate planning or financial planning will be advantageous
• A tertiary qualification in Business, Law...
Network Recruitment-Pretoria
Responsibilities:
• Lead the full finance function across the property portfolio
• Drive budgeting, forecasting, and financial planning
• Oversee monthly management accounts and reporting packs
• Manage cash flow, working capital, and cost optimisation
• Analyse...
Lifecheq-Pretoria
financial planning to the underserved mass affluent market.Our holistic financial advice platform has achieved remarkable results in driving record adviser productivity for our partners. Backed by leading investors, we're expanding across Africa...
Network Recruitment-Pretoria
planning support
• Multiâcurrency accounting and management reporting
• Ensure compliance with statutory and regulatory requirements
Skills & Experience:
• BCom degree or relevant finance qualification (Essential)
• Completed SAIPA or SAICA articles...
Bright Search Recruitment (Pty) Ltd-Pretoria
operations within the hospitality business, ensuring accurate financial reporting, compliance with South African accounting standards (IFRS/GAAP), and supporting management in strategic financial planning. This role ensures timely and accurate financial...
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