Financial Planner Jobs

Network Recruitment - Johannesburg (+1 location)

Join this dynamic, future-fit finance team where innovation meets integrity, and your analytical expertise directly supports business growth and decision-making. BCom Hons Degree in accounting or a related...

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

The Recruitment Council - bedfordview, Gauteng

Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Contribute to building and maintaining strong, long-term client relationships Strong understanding of...

from: jobplacements.com - 5 days ago

Ultra Personnel - Durban

Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice. Provide the specialist advice in respect of Life Insurance...

from: executiveplacements.com (+2 sources) - 7 days ago

The Hiring House - Pretoria

- Managing WIP and processing invoices along with preparing supporting schedules for client submission. - Assist Finance with other tasks as required (i.e. credit card processing and reconciliations, pettycash...

from: executiveplacements.com - 6 days ago

HR Genie - Pretoria

Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation; Identify the clients capital & income...

from: jobplacements.com - More than 30 days ago

HR Genie - Bellville

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...

from: jobplacements.com - 7 days ago

Curiska - Johannesburg

Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting. Follow up on various instructions with internal and external...

from: executiveplacements.com - More than 30 days ago

HR Genie - Port Elizabeth (+1 location)

Assist the Wealth Planner in the mentoring and supervision of the Wealth Assistant to ensure supervision and other legal compliance requirements; Process and implement instructions from clients i.r.o....

from: jobplacements.com (+2 sources) - 7 days ago

Curiska - Johannesburg

Preference for qualifications in investment management, financial planning, accounting, tax, or CFP. Ensure compliance with legal and estate planning documents, and update FICA and FAIS records. Strong...

from: executiveplacements.com - More than 30 days ago

Network Recruitment - Johannesburg

Support Financial Advisers with tailored recommendations Minimum 2 - 4 years of experience would be ideal Qualifications: 300000 Annually

from: jobplacements.com - 13 days ago