3 Financial Planner Jobs in Stellenbosch
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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 - 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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