Latest Financial Planner jobs in Pretoria - JobisJob South Africa Mobile

23 Financial Planner Jobs in Pretoria

Wealth/Financial Planner

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0001 Pretoria, South Africa Deliver comprehensive financial planning services, including estate planning, tax optimization, and offshore investment strategies Maintain and expand an existing book of business by introducing clients... 3 days ago
Wealth Manager (Hybrid) The Recruitment Council - Pretoria Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals. Educates clients on products and services... 26 days ago
Financial Planner IS Pretoria, Gauteng, South Africa Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy... 27 days ago
Wealth Advisor Yazoo Recruitment - Pretoria, Gauteng Wealth Advisor position available in Pretoria. Compile and process new policies application CFP qualification preferred Minimum requirements: Compliance 3 days ago
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Financial Needs Analysis Technical Support Agent Pretoria, Gauteng, South Africa You will have to provide telephonic, live chat, and email support and feedback on all incoming inquiries. Strong communication skills in Afrikaans and English (verbal and written communication). Identify... 5 days ago
Financial Planner Pretoria Lynnwood Pretoria, Gauteng, South Africa Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy... More than 30 days ago
Wealth/Financial Planner

Hire Resolve
Pretoria, South Africa Provide expert guidance on complex financial products, including offshore investments, trusts, and alternative assets Bachelor's degree in Finance, Economics, Accounting, or related field; CFP, CFA, or... 3 days ago
Senior Para-Planner – Certified Financial Planner Irene Centurion Pretoria, Gauteng, South Africa Upload client financial information onto the software systems, and prepare scenarios to be used by financial planners in the preparation of written Records of Advice. Risk Management record keeping – compliance... More than 30 days ago
Broker Consultant | Pretoria Pretoria, Gauteng, South Africa Successfully market the product and deliver relevant training providing strong leadership and direction. Assist in the knowledge extension on the benefits of our indemnification. Identify opportunities... 22 days ago
Wealth Manager (Hybrid) Pretoria, Tshwane, ZA This role takes a holistic view of each client''s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. Proposal Development: Formulates... Market Related 25 days ago

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