Cfp Jobs in Claremont

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Wealth Management Assistant  

Frogg Recruitment SA - claremont, Western Cape

CFP or studying towards a postgraduate diploma in financial planning would be advantageous Wealth Management Assistant Claremont, Cape Town

from: executiveplacements.com - More than 30 days ago

Wealth Management Associate  

Conova Recruitment - Cape Town

Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards. Compile proposal documents based on the Director (Wealth Manager)... 35000 Monthly

from: jobplacements.com (+2 sources) - 2 days ago

Senior Legal Specialist  

CA Financial Appointments - Cape Town

Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth As SME, support the digital advice team...

from: executiveplacements.com (+1 source) - 9 days ago

SENIOR FINANCIAL ADVISOR  

HR Genie - Bellville (+1 location)

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. Conduct quality control on the outputs...

from: jobplacements.com (+1 source) - 5 days ago

Financial Advisor - Long-Term Insurance/investments /short term insurance /holistic financial planning  

Oxyon Human Capital Solutions - Cape Town

•Provide expert advice on long-term insurance products, including life, disability, critical illness, and retirement planning. •Provide exceptional service and follow-up with clients regularly to ensure...

from: executiveplacements.com (+1 source) - 18 days ago

Advisor Liaison Consultant - Retail Investments  

Rory Mackie & Associates - Cape Town

Always be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Manage...

from: jobplacements.com - More than 30 days ago

Business Development Manager - Securities + Asset Mgt, Cape Town  

Set Consulting - Cape Town

• Utilise your existing connections in the market with clients such as IFAs to generate business. • Drive Marketing initiatives/campaigns together with Marketing team. Business Development Manager - Asset...

from: executiveplacements.com - More than 30 days ago

Finacial Planner - Newlands  

Code Red Recruitment - Newlands, Western Cape

Advise existing and prospective clients on their investment portfolios The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects. Proficiency... 35000

from: jobslin.com - More than 30 days ago

Senior Legal Specialist (Financial Planning)  

Yazoo Recruitment - Tyger Valley, Western Cape

Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth Review and improve Fiduciary processes...

from: compujobs.co.za - 17 days ago

Business Development Manager  

Hire Resolve - 8001 Cape Town, South Africa

Manage a focus list of 25 advisors , ensuring a 12.5% annual revenue growth through strategic initiatives. Ensure advisors actively use Connect, Marketplace, and Connect to enhance client engagement and... R840 000

from: simplify.hr - More than 30 days ago


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