Financial Planner Jobs in Pretoria

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...

from: executiveplacements.com (+2 sources) - More than 30 days ago

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...

from: jobleads.co.za - More than 30 days ago

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...

from: jobleads.co.za - More than 30 days ago

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...

from: simplify.hr - 29 days ago

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...

from: jobleads.co.za - More than 30 days ago

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...

from: jobleads.co.za - More than 30 days ago

Yazoo Recruitment - Pretoria, Gauteng

Wealth Advisor position available in Pretoria. Compile and process new policies application CFP qualification preferred Minimum requirements: Compliance

from: compujobs.co.za - More than 30 days ago

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...

from: jobleads.co.za - More than 30 days ago

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...

from: jobleads.co.za - More than 30 days ago

Express 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

from: jobplacements.com (+2 sources) - 27 days ago