Jobs 1 to 5 of 5
HR Genie
Bellville
This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:
Formal Education:
BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE Qualification
Experience:
± 5 years...
Jobplacements.com 4 days ago
Sponsored Job
Ultra Personnel
Capetown
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with t...
Jobplacements.com 11 days ago
Sponsored Job
PartnerUp (Pty) Ltd
Cape Town
Purpose of role:
Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanne...
Jobplacements.com 18 days ago
Sponsored Job
Headhunters
Capetown
Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Financial Services Industry.Understanding of FAIS and FICA legislation.Financial planning fundamentals and product knowledge.Computer skills: Microsoft Office (Excel, Word...
Jobplacements.com 24 days ago
Sponsored Job
HR Genie
Bellville
This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:
Formal Education:
BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE Qualification
Experience:
± 5 years...
Jobplacements.com 4 days ago
Ultra Personnel
Capetown
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with t...
Jobplacements.com 11 days ago
PartnerUp (Pty) Ltd
Cape Town
Purpose of role:
Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanne...
Jobplacements.com 18 days ago
Headhunters
Capetown
Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Financial Services Industry.Understanding of FAIS and FICA legislation.Financial planning fundamentals and product knowledge.Computer skills: Microsoft Office (Excel, Word...
Jobplacements.com 24 days ago
CA Financial Appointments
Claremont
Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to...
Jobplacements.com 45 days ago
