Financial Planner Jobs in Pretoria
FINANCIAL PLANNER - PRETORIA
HR Genie - Pretoria
Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Prepare the necessary risk proposal for disability and severe...
from: jobplacements.com (+1 source) - 14 days ago
FINANCIAL PLANNER
HR Genie - Pretoria
Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Consolidate and summarise all policies, investments & assets...
from: jobplacements.com - 24 days ago
Liberty Standard Bank Group - Braamfontein, East Gate, Cresta, Rosebank, Woodmead, and Menlyn., Gauteng, South Africa
You are going to conduct detailed family care plans, provide professional advice, provide solutions for clients, and build long-term relationships. Diploma/Degree advantageous - Please note that your qualification... Package is discussed at interview stage
from: pnet.co.za - 4 days ago
Sales Consultants – Life/Long-Term Insurance
CF Consulting - Pretoria
The ability to engage clients professionally and digitally to deliver tailored long-term insurance solutions. Proactively engage with prospective clients to offer customised life and long-term insurance...
from: jobplacements.com - 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 - More than 30 days ago
Werkie - Pretoria, Gauteng, South Africa
Knowledge of financial planning and advice processes, including tax, structuring, and estate planning. Implement effective systems and processes to deliver optimal client services. Build and maintain relationships... R50,000 - R80,000
from: pnet.co.za - 3 days ago
FINANCIAL PLANNER - PRETORIA at Competent Candidates
Competent Candidates (PTY) LTD - Pretoria, Gauteng, South Africa
Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Prepare the necessary risk proposal for disability and severe... Undisclosed
from: careerjunction.co.za - 24 days ago
Wealth Manager Assistant (Menlyn)
The Talent Experts - Menlyn, Gauteng, South Africa
Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin. Matric is a minimum requirement and you need to be fluent... Undisclosed
from: careerjunction.co.za - 30 days ago
