Financial Planning Jobs in South Africa - Page 4

Junior Assistant Durbanville

 The Talent Experts

Durbanville

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

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Personal Assistant Paarl, Western Cape

 Crayon

South 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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Personal Assistant Market Related Negotiable Based On Experience

 Crayon

South 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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Pa To The Md Market Related Negotiable Based On Experience

 Crayon

South 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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Pa Paarl

 Crayon

South 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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Paraplanner Kloof

 Ultra Personnel : Pharmaceutical, Insurance, Engineering

Kloof

tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner preparing of client data, data integration, financial plan preparation, assisting with scenario planning Responsible for full data update on XPlan, post the financial planning process with the client Complete data preparation data in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete necessary training on the Company's preferred financial planning tools Pass competence assessment by Business

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Paraplanner - Kloof Kzn

 Ultra Personnel : Pharmaceutical, Insurance, Engineering

Kloof

tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner preparing of client data, data integration, financial plan preparation, assisting with scenario planning Responsible for full data update on XPlan, post the financial planning process with the client Complete data preparation data in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete necessary training on the Company's preferred financial planning tools Pass competence assessment by Business

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Paraplanner - Kloof Kzn

Kloof

 Monthly

tertiary education or courses
Exposure to financial planning

The Paraplanner supports the Financial preparing of client data, data integration, financial plan preparation, assisting with scenario planning />Responsible for full data update on XPlan, post the financial planning process with the client
Complete data advice tools and CRMs

Financial Planning preparation & Client Reviews
financial planning tools
Pass competence assessment by

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Financial Analyst

Johannesburg

 Annually

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• Balance sheet forecasting
• Financial planning
• Financial analysis