21 Financial Planner Jobs in Bellville
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FINANCIAL PLANNER - BELLVILLE HR Genie - Bellville Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. Identify the clients capital... 15 days ago
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SENIOR WEALTH MANAGER HR Genie - Bellville Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Support... 15 days ago
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Financial Adviser BOSS Consult - Cape Town Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms Access to business coaching and client advice support Support with unlocking of equity... 14 days ago
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Wealth Manager Gap Consulting - Cape Town Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services Industry (Only suitable candidates will be shortlisted and contacted within 14 days)Â Contactable references and... 25 000 Monthly 17 days ago
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Certified Financial Planner (CFP) Exceed HR and Recruitment - Stellenbosch, Western Cape Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client. Dealing with script transfers, personal share portfolios... 13 days ago
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Financial Planner Cross Wealth Financial Services - Cape Town, Western Cape developing customized financial strategies, analyzing financial data, and guiding clients 24 days ago
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Financial Planner Surex - Cape Town, Western Cape Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed... More than 30 days ago
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Salaried Financial Planner Market-related The Talent Experts - Bellville, Western Cape, South Africa You've gained experience as a Financial Planner with a focus on investments but you don't enjoy the cold calling/selling and would much rather focus on managing relationships and servicing clients, here's... Market-related 3 days ago
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Finacial Planner - Newlands Code Red Recruitment - Newlands, Western Cape My client is currently looking for a Financial Planning professional to join their growing team of Client Portfolio Managers. The role is ideal for a financial professional with 3-7 years’ working experience... 35000 21 days ago
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Senior Financial Planner (Client Portfolio Manager) R30k - R50k per month (depending on experience + b Africa Sourcing Solutions Pty Ltd - Newlands, Cape Town, Western Cape, South Africa Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred Continuously learn about markets, tax regulations and different investment vehicles... R30k - R50k per month (depending on experience + b 2 days ago
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