Financial Planning Jobs in South Africa - Page 3
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Financial Planning Administrator Pietermaritzburg, South Africa
Pronel Personnel
Pietermaritzburg
Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
share this job on whatsappGroup Financial Planning And Analysis Manager Johannesburg, South Africa
SetJohannesburg
company based in Johannesburg Description Group Financial Planning and Analyst Manager Highly Attractive Salary to the Chief Financial Officer. The Group Financial Planning and Analyst Manager is a business partner financial findings. They are responsible for financial planning, budgeting, and forecasting, as well as assisting 5-8 years of experience in in a financial analyst role/strategic planning Qualified CA (would be an advantage) 5-8 years of experience in in a financial analyst role/strategic planning Qualified CA (would be an advantage)
Wealth Administrator Durban
Dixie RecruitmenteThekwini
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Wealth Administrator/financial Services Administrator - Durban
Dixie RecruitmenteThekwini
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Paraplanner | Hilton
South Africa
Salary: R 360 000 - R 540 000 Per Annum detail-oriented professional with a passion for financial planning?
An exciting opportunity awaits you
of 3-5 years experience and knowledge in Financial Planning life, investments, estate planning, budgeting
budgeting.
A love of Financial Planning and helping people make their financial lives better.
RE
/>Postgraduate Diploma or B.Com Honours in Financial Planning or B.Com.
Salary: R 360 000 -
Paraplanner Gauteng
Job CrystalGauteng
to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The requires the gathering of client information, financial planning analysis, preparing client reports and assisting Financial Services Environment, focus on Financial Planning & Solutions to Clients Competencies: Financial Statements Experience working with Financial Planning Software Good written, telephonic and customer Financial Needs Analysis Understanding the 6-step Financial Planning Process Understanding the purpose of Financial
Paraplanner
Job CrystalGauteng
to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The requires the gathering of client information, financial planning analysis, preparing client reports and assisting Financial Services Environment, focus on Financial Planning & Solutions to Clients Competencies: Financial Statements Experience working with Financial Planning Software Good written, telephonic and customer Financial Needs Analysis Understanding the 6-step Financial Planning Process Understanding the purpose of Financial
Junior Advisor Assistant Market-related
The Talent ExpertsDurbanville
you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least
Junior Assistant Durbanville
The Talent ExpertsDurbanville
you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least
Personal Assistant Paarl, Western Cape
CrayonSouth Africa
and overseeing the administration of the financial planning practice, including compliance, revisions existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations recommendations Oversee the administration of a financial planning practice, including but not limited to compliance
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