Financial Planner Jobs in Pretoria

Hire Resolve - 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...

from: simplify.hr - 3 days ago

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 - 26 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 - 27 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 - 3 days ago

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...

from: jobleads.co.za - 5 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

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...

from: pnet.co.za - 3 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 - 22 days ago

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

from: adzuna.co.za - 25 days ago