Financial Planner Jobs in Sandton

Sandton, 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

Sandton, Gauteng, South Africa

Ensure client files comply with POPI, FICA, FAIS legislation requirements. Contact clients and product providers for their input. Experience in use of X-Plan as FNA tool would be an advantage. Prepare...

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

Progressive Selection Recruitment & Management Consultants - Sandton, Gauteng, South Africa (+1 location)

Excellent career opportunity and earning potential offered for experienced Financial Planner who is seeking a change. Candidate requires the RE Examination and previous sales expertise within the industry... Commission Only

from: careerjunction.co.za (+1 source) - 22 days ago

Dante Personnel - Northcliff

Consultant: Clarissa Zwarts - Dante Personnel Pretoria Faerie Glen Minimum requirements:

from: executiveplacements.com - More than 30 days ago

Johannesburg, Gauteng, South Africa

Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clientââ¬â¢s full financial situation; or utilise the services of a Para-Planner for this. (Draw...

from: jobleads.co.za - 3 days ago

Randburg, Gauteng, South Africa

120 credits or Qualification aligned with FAIS and FSCA requirements Understand Long Term insurance products Accurately interpreting data Experience Understanding regulations

from: jobleads.co.za - 19 days ago

Growth House - Johannesburg

Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. Documentation: Prepare detailed reports, including cash flow...

from: jobplacements.com (+1 source) - 27 days ago

The Recruitment Council - Johannesburg

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

The Recruitment Council - Johannesburg

Strategic Financial Planning: Provide expert advice on wealth creation and asset protection, identifying fiduciary opportunities and recommending appropriate financial products. Portfolio Growth and Retention...

from: executiveplacements.com - More than 30 days ago

The Recruitment Council - Johannesburg

Investment Management : Recommend appropriate investment strategies and products based on clients'''' risk tolerance and financial objectives. Monitor and manage investment portfolios to optimize performance...

from: jobplacements.com (+1 source) - More than 30 days ago