Financial Planner Jobs in Sandton

Nexus Recruitment - Woodmead, North West, Limpopo, Gauteng, South Africa

Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand client's financial objectives. Liberty believes in people who believes in themselves and who... 100% Commission

from: pnet.co.za - 12 days ago

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

FHH Consultants (Pty) Ltd. - Fourways, Gauteng, South Africa

Check all Brokers diaries are up to date and sufficient traveling time has been allocated. Ensure portfolio is then prepared and 100% correct, using the Astute download Buy & Sells (Ensure that an activity... Negotiable

from: pnet.co.za - 2 days ago

Kay Solomon Recruitment - Fourways, Gauteng, South Africa

Review client files and prepare quarterly or half annual written reviews to be sent electronically to clients. Client Files - Ensure that loading of new Files and applications are correct and that files... R15K - R25K + incentive and commission

from: pnet.co.za - 2 days ago

Durban, Johannesburg, KwaZulu-Natal, Gauteng, South Africa

As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service...

from: jobleads.co.za - Yesterday

FHH Consultants (Pty) Ltd. - Fourways, Gauteng, South Africa

Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily basis; Ensuring that compliance documentation... Negotiable

from: pnet.co.za - 27 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

Kickstart your career in financial planning with Kreativstorm, a leading management consulting firm based in Berlin, Germany. Work remotely with our multinational team and assist clients in achieving their...

from: jobleads.co.za - 6 days ago

Greys Personnel - East Rand/Bedford View/Germiston/Isando (+1 location)

Provide financial products and services in a professional manner, building rapport and confidence in the clients Assess clients risk tolerance and recommend appropriate risk management strategies Work... 30 000

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