Financial Planner Jobs in Pretoria
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Search Results - Financial Planner Jobs in Pretoria
Pretoria
and services to enhance client retention, increase sales revenue, and expand the organizations client base.
• Financial Analysis and Planning:
• Analyzes financial information gathered from clients to develop tailored financial plans or proposals using...
The Recruitment Council-Pretoria
leads and potential clients.
Key Relations:
• Regional Head and All Advisors /Assistants within region/office
• External clients
Qualifications:
• Certified Financial Planner designation or in the process of acquiring
• Post graduate diploma...
appcast.io -
Pretoria
field.
• Postgraduate degree in management (advantageous).
• Postgraduate diploma in planning or Certified Financial Planner (CFP) (advantageous).
• Regulatory Exam 1 (RE 1) and Regulatory Exam 5 (RE 5) certifications (advantageous).
Duties:
• Value...
Dante Personnel-Pretoria
Minimum requirements: LLB or Relevant qualification Or candidate can have experience working in Finance or Financial Planning with experience dealing with Drafting Trust, other Trust duties and drafting of Wills 3 Years' plus experience dealing...
Pretoria
Minimum requirements:
• Minimum 5 years Long Term Insurance experience
• Bachelors Degree In Finance, Insurance or related field
• CFP or Post Grad Diploma in Financial Planning beneficial
• RE5 certification
Consultant: Saralee Becker - Dante...
CF Consulting-Pretoria
If you are an analytically minded, with a solid understanding of financial planning and has worked with Independent Financial Advisors before, this may be the role for you. Your BCom degree in a related field, as well as a keen interest...
The Recruitment Council-Pretoria
leads and potential clients.
Key Relations:
• Regional Head and All Advisors /Assistants within region/office
• External clients
Qualifications:
• Certified Financial Planner designation or in the process of acquiring
• Post graduate diploma...
appcast.io -
Financial Planner jobs – More locations:
The Recruitment Council-Pretoria
Our client is seeking a dynamic Provincial Manager to bring the company''s financial planning advice strategy to life, aligning with their mission to protect and build clients'' financial dreams. This role involves expanding the company''s presence...
The Recruitment Council-Pretoria
Join our client, a leading Financial Services Giant, as a Broker Consultant.
As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial...
appcast.io -
Pretoria
Minimum requirements:
• Relevant Degree in Business Administration, Finance, Human Resources or a related field
• Relevant certifications in life assurance or financial planning are advantageous
• Minimum 5 years of experience in a managerial role...
Sanlam Limited-Pretoria
TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering...
appcast.io -
Pretoria
Postgraduate Diploma in Financial Planning or BCom qualification.
• Minimum of 5 years of relevant work experience in the financial services industry.
• RE5 qualification.
• Proficient in Microsoft Office applications.
Key Competencies:
• Strong analytical...
Pretoria
experienceBachelors Degree In Finance, Insurance or related fieldCFP or Post Grad Diploma in Financial Planning beneficialRE5 certificationConsultant: Saralee Becker - Dante Personnel Pretoria Silver LakesApply via our website www.dantesa.co.zaIf you do not hear from...
justthejob.co.za -
TalentCru-Pretoria
overall performance. Responsible for providing Secretarial and Administrative support to the Financial Management Strategic Financial Planning Head and their teams to ensure an efficient running of the departments.
To assist Heads and teams with support...
Pretoria
Minimum requirements:
• Minimum 5 years Long Term Insurance experience
• Bachelors Degree In Finance, Insurance or related field
• CFP or Post Grad Diploma in Financial Planning beneficial
• RE5 certification
Consultant: Saralee Becker - Dante...
placementpartner.com -
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