15 Financial Planner Jobs in Pretoria
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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... More than 30 days ago
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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... More than 30 days ago
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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
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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... 28 days ago
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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
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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... More than 30 days ago
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Wealth Advisor Yazoo Recruitment - Pretoria, Gauteng Wealth Advisor position available in Pretoria. Compile and process new policies application CFP qualification preferred Minimum requirements: Compliance More than 30 days ago
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Junior Financial Advisor – Pretoria Pretoria, Gauteng, South Africa Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration Identify new clients for the company and accepting a source target in the business... More than 30 days ago
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Private Banker Pipeline Pretoria, Gauteng, South Africa To own the primary relationship with our clients by being the client’s main contact point and to work collaboratively with specialists (i.e., financial and estate planners) to ensure that our clients experience... More than 30 days ago
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2nd Assistant to Wealth Manager / Financial PlannerExpress Employment Professionals Midrand
Centurion - Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking correctness. - Passionate and committed to service excellence and embrace a culture of exceptional... R12000 p/m 26 days ago
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