Cfp Jobs in Gauteng

The Recruitment Council - bedfordview, Gauteng

Conduct research, prepare financial plans and reports, and assist with portfolio reviews Wealth Management or similar qualification (minimum 120 credits, NQF Level 8) Experience with high-net-worth individuals...

from: jobplacements.com - 4 days ago

Edge Executives - Johannesburg

3-5 years of continuous industry experience specialising in Investments, Life products, Estate & Trust products Production: Proof of minimum annual commission earnings of +/- R50K per month Â

from: executiveplacements.com - 13 days ago

Milton Resourcing - Centurion

Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients' financial goals. Resolve or escalate client queries to the relevant department or stakeholder...

from: executiveplacements.com (+2 sources) - 12 days ago

Network Recruitment - Johannesburg (+1 location)

Review and analyze investment portfolios, asset allocations, and risk profiles Execute chosen investment plans and ensure accurate processing Self-driven with the ability to deliver quality work independently...

from: jobplacements.com (+1 source) - 16 days ago

Venture Refinery (Pty) Ltd - Johannesburg (+1 location)

Proven experience as a Key Individual, Compliance Officer, or in a senior regulatory role within the financial services sector. Professional certifications (e.g., FSB Key Individual, CFP, etc.) are highly... 30000 Monthly

from: jobplacements.com (+1 source) - 27 days ago

Curiska - Johannesburg

Compile investment proposals, track new business, withdrawals, and other financial instructions. Assist with general office management and attend client presentations and events. Job Title: Financial Services...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

This is an incredible chance to start your career with a firm that offers both professional development and exposure to the financial industrys most elite clients. If you're looking for a challenging and... R360 000 Per Annum

from: jobplacements.com - 24 days ago

Curiska - Johannesburg

Track and monitor instructions: new business, ad hoc top ups, withdrawals, switches, maturities, income benefit , income change and section 37 and section 14 transfers Attending annual client presentations...

from: executiveplacements.com - More than 30 days ago

Rory Mackie & Associates - Pretoria (+1 location)

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

HR Genie - Pretoria

Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Consolidate and summarise all policies, investments & assets...

from: jobplacements.com - More than 30 days ago