Financial Planner Jobs in Century City

The Talent Experts - Bellville, Western Cape, South Africa

You will focus on servicing and managing client relationships which includes the annual reviews with clients where you will get to restructure portfolios and process any changes, transfers and withdrawals... Market-related

from: pnet.co.za - 19 days ago

Liberty Standard Bank Group - Cape Town (Northern & Southern Suburbs), Western Cape, South Africa

By taking the time to truly understands the wants, needs and dreams a client holds dear, a Financial Advisor can become a lifelong partner who helps their clients live their best lives Previous sales experience... R 10 000.00 + Uncapped Commission (70% - 90%)

from: pnet.co.za - 3 days ago

Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of... Undisclosed

from: careerjunction.co.za - 6 days ago

Africa Sourcing Solutions Pty Ltd - Newlands, Cape Town, Western Cape, South Africa

Our client is looking for a Senior Financial Planner (Client Portfolio Manager) in Newlands, Cape Town. Assist clients with tax planning, estate planning and wills Excellent written and verbal communication... R30k - R50k per month (depending on experience + b

from: pnet.co.za - 18 days ago

Trinergy Business Solutions (Pty) Ltd - Bellville, Western Cape, South Africa

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to... R35k - R43k per month (All Inclusive)

from: pnet.co.za - 5 days ago

The Foschini Group - Parow East, Western Cape, South Africa

Who we are is because of our people. They are our greatest asset. TFG is an internationally diversified retail portfolio of 34 speciality lifestyle and apparel brands that Inspire our Customers to live... Undisclosed

from: careerjunction.co.za - 8 days ago

Atomos Financial Planning Limited - Somerset West, Western Cape, GB

We are a fast-paced, UK based growing wealth and financial planning firm, evolving and streamlining our offerings and services to our high net worth clients. We have a well established UK based team, but...

from: pnet.co.za - 9 days ago

Atomos Financial Planning Limited - Somerset West, Western Cape, GB

You are crucial to every step of the client journey, from diary management and administrative support to client relationship building and case management. You will become an expert on our products and...

from: pnet.co.za - 9 days ago

The Talent Experts - Bellville, Western Cape, South Africa

You'll be joining a small, innovative, independent firm that provides customized financial planning services to retirement funds and their members. They have experienced phenomenal growth over the past... Undisclosed

from: careerjunction.co.za - 20 days ago

ZAQ Agency - Somerset West, Western Cape, South Africa

You'll work directly with UK Financial Planners to support high-net-worth clients. From cash flow modelling to suitability reports, you'll help deliver compliant, thoughtful advice that makes a difference... R30,000 - R45,000

from: pnet.co.za - 9 days ago