Financial Planner Jobs in Germiston

Global Options - Bedfordview, Gauteng, South Africa

Draft suitability reports and recommendations based on client objectives, risk tolerance, and financial circumstances. Ensure all client interactions and documentation comply with relevant regulations... Negotiable

from: pnet.co.za - 10 days ago

Armstrong Appointments - Johannesburg, Bedfordview, Gauteng, South Africa

Work with company book of clients to meet and review their portfolio providing professional fi nancial advice and offerings. Minimum Matric with Tertiary Education in Finance Related fi eld Non-Negotiable...

from: pnet.co.za - 16 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 - 16 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 - 16 days ago

Curiska - Johannesburg

Experience: A minimum of 2 years of experience in a broker assistant or similar financial support role, with a strong understanding of unit trust investments. Experience in wills and estates administration...

from: jobplacements.com - 2 days ago

The Recruitment Council - Johannesburg

As a Junior Financial Advisor, you will assist senior advisors in delivering top-tier financial strategies and advice to clients. Youll be involved in goal-oriented financial planning, investment management... R360 000 Per Annum

from: jobplacements.com - 8 days ago

Nedbank - Johannesburg, ZA

Ongoing competitor analysis and market insights to ensure that there are no gaps in our approved product offering, and that our houseview is comprehensive compared to market. Maintain the product specific...

from: Nedbank - 4 days ago

Nedbank - Johannesburg, ZA

To oversee and provide support with regards to the products and platforms that are covered in the Product Houseview. Reporting on product and platform penetration, sales, performance, trends and forecasts...

from: Nedbank - 4 days ago

GJM Ultra Brokers - Johannesburg, Gauteng

• Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom) • Provide advice on investment strategies, retirement planning, estate planning, and tax...

from: jobslin.com - 17 days ago

Liberty - Johannesburg, Gauteng

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Regularly review clients’ bank and other accounts and analyze their financial...

from: jobslin.com - More than 30 days ago