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Financial Planner Jobs in Pretoria

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Search Results - Financial Planner Jobs in Pretoria
Engineering Jobs-Pretoria
services, research, and operational tasks and to provide Senior and Junior Planners with internal advice services:  •  Research on advice-related issues to be utilized in client reports/record of advice.  •  Upload client financial information onto...
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HR Genie-Pretoria
A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry. Your: Education  •  A financial qualification is essential (e.g. B Com finance, accounting, investment management...
SkillsMap-Pretoria
Job Reference Number: SG-515 Department: BPO H2R - Mastercard Industry: Accounts Job Type: Contract Positions Available: 1 Salary: Market Related. Solugrowth is seeking a Financial Planning Manager. Job Description  •  Oversee and manage financial...
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CF Consulting-Pretoria
compliant qualifications (RE5 and COB3 preferred). A 3-year diploma or degree in Financial Planning, Business, Finance, or Economics (minimum NQF Level 5). Strong aspirations to become a Certified Financial Planner (CFP®). Remuneration: Competitive basic...
The Recruitment Council-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...
PPS Recruitment-Pretoria
by implementing PPS financial solutions in line with the client’s needs. Scope of the Job: This is a commission-based role of holistic financial planning, advice, and sales in risk insurance (ideally 70% focus), savings and investments, as well as wills, tax...
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The Recruitment Council-Pretoria
Completed degree 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...

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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...
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Iwcp : Insurance & Wealth Creation Professionals-Pretoria
and mentorship programs. We create customized financial plans covering investments, insurance, and retirement planning to help our clients achieve financial peace-of-mind. Join our dynamic team and make a real difference in your life and the lives of others. Role...
Standard Bank of South Africa Limited-Pretoria
Business Segment: Personal & Private Banking To manage a regional team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst...
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Network Recruitment-Pretoria
Qualifications:  •  BCom Honours in Finance or Accounting Duties and Responsibilities:  •  Budgeting and forecasting  •  Financial planning and analysis  •  Management reporting  •  Ensuring compliance with financial regulations  •  Overseeing financial...
Talent Evolution-Pretoria
Experience  •  At least 2 years of experience in sales, customer service, or a similar role.  •  Experience in will services, estate planning, or the financial services industry is highly desirable.  •  Proven track record of achieving sales targets...
Network Recruitment-Pretoria
planning, helping them scale efficiently while staying profitable. Duties include (not limited to)  •  Own financial planning & budgeting to drive smart business decisions  •  Monitor key financial metrics and provide insights that fuel growth  •  Manage cash...
People Dimension-Pretoria
entities - Individuals, Trusts and Companies:  •  Accurate implementation and maintenance of new and existing business.  •  Processing of applications as they relate to the broader financial planning and wealth management.  •  Investment administration matters...
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...
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