Financial Planner Jobs in Newlands

Code Red Recruitment - Newlands, Western Cape

Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred Continuously learn about markets, tax regulations and different investment vehicles... 35000

from: jobslin.com - 21 days ago

HR Genie - Bellville

Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation; Consolidate and summarise all policies...

from: jobplacements.com - 15 days ago

BOSS Consult - Cape Town

Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access Access to an effective leads system

from: executiveplacements.com - 14 days ago

Gap Consulting - Cape Town

Strong knowledge of Annuities | Investments | Tax Related Assistance will be beneficial Bcom | Relevant Tertiary Education required 25 000 Monthly

from: jobplacements.com (+1 source) - 17 days ago

HR Genie - Bellville (+1 location)

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of...

from: jobplacements.com (+2 sources) - 15 days ago

Cross Wealth Financial Services - Cape Town, Western Cape

The Personal Financial Advisor will be responsible for providing financial planning, personal towards their financial goals.

from: jobslin.com - 24 days ago

Surex - Cape Town, Western Cape

At Surex, we value innovation, integrity, and excellence, and we are looking for a Financial Planner who embodies these principles. By joining our team, you will have the opportunity to contribute to a...

from: workable.com - More than 30 days ago

The Talent Experts - Bellville, Western Cape, South Africa

You will focus on servicing and managing client relationships which includes the annual reviews with clients where you will get to restructure portfolios and process any changes, transfers and withdrawals... Market-related

from: pnet.co.za - 3 days ago

Africa Sourcing Solutions Pty Ltd - Newlands, Cape Town, Western Cape, South Africa

Our client is looking for a Senior Financial Planner (Client Portfolio Manager) in Newlands, Cape Town. Assist clients with tax planning, estate planning and wills Excellent written and verbal communication... R30k - R50k per month (depending on experience + b

from: pnet.co.za - 2 days ago

The Talent Experts - Bellville, Western Cape, South Africa

You will focus on servicing and managing client relationships which includes the annual reviews with clients where you will get to restructure portfolios and process changes, transfers, and withdrawals... Undisclosed

from: careerjunction.co.za - 4 days ago