12 Financial Planner Offices Jobs
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Administrative Assistant Call Centre Staffing - Newlands Transaction Follow-ups: Ensure the smooth implementation of new business and track client transactions. Data Management: File, capture client data, and update spreadsheets and word documents. High level... R25 000 7 days ago
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Wealth Administrative Assistant Time Personnel - Cape Town Both English and Afrikaans speaking and writing skills required Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below. Ability to work under pressure and meet deadlines Must... 9 days ago
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Certified Financial Planner (CFP) Status Staffing - Pinelands Ability to work under pressure, meet deadlines, and collaborate effectively as a proactive team player focused on continuous improvement Ensure compliance with industry standards and regulatory requirements... 7 days ago
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Paraplanner Growth House - Johannesburg Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. Documentation: Prepare detailed reports, including cash flow... More than 30 days ago
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Graduate Investment Planner Code Red Recruitment - Newlands, Western Cape The successful applicant will have the opportunity of a clear career path with significant growth prospects. Excellent written and spoken communication skills (English required and Afrikaans advantageous)... 18000 22 days ago
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Weath Administrative Assistant Code Red Recruitment - Newlands, Western Cape This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned. Filing, capturing client... 25000 More than 30 days ago
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Adviesdienste Bestuurder/ Advisory Services Manager (O01) Werkie - 0081 Pretoria, South Africa The Advisory Services Manager is responsible for acquiring new Independent Financial Advisors (IFAs) for a Sanlam Marketing Organisation (MO) and ensuring the effective placement of financial advisors... More than 30 days ago
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Graduate Investment Planner Basic plus comm & incentives InvestOnline. - Newlands, Cape Town, Western Cape, South Africa Successful graduates will have the opportunity of a clear career path and the training tools / resources to continue to develop and grow their knowledge of industry topics such as investment markets, tax... Basic plus comm & incentives 21 days ago
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Salaried Financial Planner (Client Portfolio Manager) Empire HR Solutions - Claremont, Western Cape, South Africa Advise existing and prospective clients on their investment portfolios Work as part of a professional team in the office Minimum 3 years of working experience as a financial planner Excellent written and... 3 days ago
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13274 - Sales Support - Brick and Paving Manufacturer R14000 neg Incdreams Recruitment - Midrand, Gauteng, South Africa Have key information at hand (lead times, stock, transport, credit) Able to work under pressure and deal with difficult clients Prepare quotes, pro-forma invoices, invoices Notify Management of potential... R14000 neg 14 days ago
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