Filters
Create alert
Sort by
  • Relevance
  • Date
Company
  • FirstRand
  • Sanlam
  • Tower Group
  • Western Cape Government
Recruiter
  • Rory Mackie

Investment Planning Jobs

1 - 15 of 20
1 - 15 of 20
Search Results - Investment Planning Jobs
Western Cape Government-Cape Town
Professional Engineer (Production level): Road Investment Planning, Ref No. DOI 44/2025 Details Closing Date: 2025/05/05 Reference Number: WCG250331-6 Tracking Number: DOI 44/2025 Job Title: Professional Engineer (Production level): Road...
appcast.io -
Sydsen-Wilderness
be based in the Western Cape. Key Responsibilities:  •  Provide expert financial advice tailored to clients needs  •  Assist clients with investment planning, retirement planning, and insurance  •  Build and maintain strong client relationships  •  Meet set...
The Recruitment Council-Cape Town
and investment planning. Key Responsibilities:  •  Conduct research and analysis on client investment portfolios to support the Trust Officer and assistant.  •  Prepare minutes from client meetings, records of advice, and proposal documents.  •  Assist in client...
appcast.io -
Rory Mackie & Associates-Cape Town
in terms of managing multiple transactions with different cut-off times and dates Qualifications & Experience  •  Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com)  •  Basic knowledge of tax and ability to analyse tax...
The Recruitment Council-Bedfordview
advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with a focus on investment planning and long-term financial strategies. The role offers extensive professional development and potential for international career expansion...
The Recruitment Council-Johannesburg
appropriate tools and methodologies.  •  Proposal Development:  •  Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals.  •  Client Reporting:  •  Provides...
4 similar jobs: Newcastle, Durban, Cape Town, Pretoria
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...

View Investment Planning jobs in:

The Recruitment Council-Cape Town
of this role is to bring financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice. Reporting Line Reports to the Regional Head of Advisory...
1 similar jobs: Johannesburg
The Recruitment Council-Germiston
advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with a focus on investment planning and long-term financial strategies. The role offers extensive professional development and potential for international career expansion. Key...
Tower Group-Durban
Management  •  Oversee IT asset management, ensuring proper tracking, maintenance, and lifecycle management.  •  Manage IT budgets, project costs, and investment planning.  •  Ensure effective licensing and software management across all business units.  •  Develop...
The Recruitment Council-South Africa
is to bring financial planning and investment solutions to a broad client base, engaging both prospective and existing clients with a commitment to personalized and ethical financial advice. Reporting Line Reports to the Regional Head of Advisory. Key...
FirstRand Namibia Limited-South Africa
time left to apply End Date: January 30, 2025 (13 days left to apply) job requisition id R24970 Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise...
appcast.io -
The Recruitment Council-Queenstown
and methodologies. Proposal Development: Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals. Client Reporting: Provides regular reports to clients in line...
Sanlam-Bellville
Retirement Planning  •  Investments Planning  •  Risk Products  •  Business Assurance (in light of business structure)  •  Evaluate existing client financial solutions/plans  •  Provide coaching and training (workshops) to consultants and intermediaries on legal...
sanlamcloud.co.za -
The Recruitment Council-East London
and methodologies. Proposal Development: Formulates proposals in areas such as cash management, risk assessment, investment planning, and estate planning to help clients achieve their financial goals. Client Reporting: Provides regular reports to clients in line...
12
Don’t miss out on new vacancies!
Create a job alert for: Investment Planning
It's free, and you can cancel email updates at any time
12
Get new jobs by email!
Get email updates for the latest Investment Planning jobs
It's free, and you can cancel email updates at any time