FINANCIAL PLANNER
View Job
- Company HR Genie - View more jobs
- LocationPretoria
- Job TypePermanent
A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry. […]
Identify the clients capital & income needs in the event of death/disability/severe illness/retirement; […]
Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. […]
Consolidate and summarise all policies, investments & assets and liabilities at death, disability or severe illness; […]
Prepare the necessary estate planning proposal which contains...
More than 30 days ago from: jobplacements.com
View JobRefine your search
- Filter by Job Title
- External Sales Representative (9)
- Head Of Product Development (5)
- External Sales Executive (4)
- Head Of Pricing (4)
- Mechanical Engineer (4)
- Filter by Location
- Johannesburg (145)
- Sandton (40)
- Midrand (27)
- Randburg (27)
- Kempton Park (8)
Related Job Offers
Internal Sales Trader
Cre8work - Edenvale
Sales and customer management: Develop and maintain strong customer relationships, offering tailored solutions to meet their needs. CRM and sales administrations: Maintain detailed sales records, track...
Internal Sales Consultant (Technical Experience) - East Rand
Talent Evolution - Johannesburg
35 years experience in internal sales and/or procurement within a technical or engineering environment. Experience with pump systems, spare parts, or industrial equipment is highly beneficial. Grade 12...
Internal Sales Support - Civil Engineering From 15000 to 25000 (Ctc) - Monthly
Professional Recruitment Partners - Kempton Park, South Africa, Johannesburg, Kempton Park, Gauteng, Edenvale, Johannesburg Metropolitan, South Africa
Maintain accurate records of orders, quotations, and customer interactions in the company's CRM system. Excellent communication skills, both written and verbal, with the ability to interact with customers...
Internal Sales Representative 1
Brentwood - Edenvale, Gauteng, South Africa
Monitoring market trends, competitor activity, and pricing strategies. Managing CRM systems to track client interactions and sales progress. Handling first-level product testing and troubleshooting. Conducting...
Internal Sales Consultant (Technical)
Talent Evolution (Pty) Ltd - Johannesburg, Gauteng
3–5 years’ experience in internal sales and/or procurement within a technical or engineering environment. Follow up on quotations and convert leads into confirmed sales orders. Support the external sales...