Investment Planning Jobs
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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...
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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...
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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...
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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...
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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...
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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...
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