Financial Planner Jobs in Pretoria
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Search Results - Financial Planner Jobs in Pretoria
The Recruitment Council-Pretoria
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 appropriate tools...
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 -
The Recruitment Council-Pretoria
in Commercial, Investment, Financial, or related field. Postgraduate qualifications are a plus. Certifications: Preference for candidates with certifications such as CFP (Certified Financial Planner) and/or CFA (Chartered Financial Analyst).
Key Competencies...
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...
Dante Personnel-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...
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:
Pretoria
strategic financial planning, reporting, and analysis to ensure the company's financial goals are met. You will work closely with senior management to provide insights and recommendations that drive business growth and efficiency.
Key Responsibilities...
Afterskul-Pretoria
Learnership with the role of a Face-to-Face Financial Advisor. This learnership is perfect for individuals with a Diploma in Finance and a passion for customer relationships. Preference will be given to candidates with Financial Planning qualifications or RE5...
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The Recruitment Council-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...
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...
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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...
Pretoria
growth strategies.
The position is in Pretoria or Bellville.
Your Qualification:
• Bachelors degree in Finance, Business Administration, or a related field.
• Additional qualifications in business management or financial planning are a plus...
Discovery Limited-Pretoria
and marketing initiatives.
Personal Attributes Values Driven
Learns on the Fly
Resilient
Instils Trust
People Savvy
Drives Results
Education and Experience Business degree (advantageous)
NQF5 in Wealth Management or Financial Planning / 120 FAIS credits...
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