8 Financial Planner Jobs in Pretoria
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FINANCIAL PLANNER - PRETORIA 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; Prepare the necessary risk proposal for disability and severe... 15 days ago
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FINANCIAL PLANNER 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... 25 days ago
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Financial Planner Package is discussed at interview stage Liberty Standard Bank Group - Braamfontein, East Gate, Cresta, Rosebank, Woodmead, and Menlyn., Gauteng, South Africa You are going to conduct detailed family care plans, provide professional advice, provide solutions for clients, and build long-term relationships. Diploma/Degree advantageous - Please note that your qualification... Package is discussed at interview stage 5 days ago
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Sales Consultants – Life/Long-Term Insurance CF Consulting - Pretoria The ability to engage clients professionally and digitally to deliver tailored long-term insurance solutions. Proactively engage with prospective clients to offer customised life and long-term insurance... 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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Advisory Services Manager / Adviesdienste Bestuurder (O01) R50,000 - R80,000 Werkie - Pretoria, Gauteng, South Africa Knowledge of financial planning and advice processes, including tax, structuring, and estate planning. Implement effective systems and processes to deliver optimal client services. Build and maintain relationships... R50,000 - R80,000 4 days ago
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FINANCIAL PLANNER - PRETORIA at Competent Candidates Competent Candidates (PTY) LTD - Pretoria, Gauteng, South Africa Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Prepare the necessary risk proposal for disability and severe... Undisclosed 25 days ago
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Wealth Manager Assistant (Menlyn) The Talent Experts - Menlyn, Gauteng, South Africa Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin. Matric is a minimum requirement and you need to be fluent... Undisclosed More than 30 days ago
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