South Africa
Help Centre
Post free ad

Estate Planning Financial Planner (CFP), Pretoria

Estate Planning Financial Planner (CFP), Pretoria
Description
A reputable financial services company in Pretoria is seeking a Financial Planner to support clients in estate planning and investment management. The ideal candidate must be a Certified Financial Planner with over three years of estate planning experience and proficiency in Excel. Responsibilities include consolidating financial policies, preparing analysis on investment options, and advising Wealth Planners on strategies. This role aims to minimize estate duty and ensure clients' financial stability.#J-18808-Ljbffr
Highlights
  • Company name
    Competent Candidates
  • Job position
    Estate Planning Financial Planner (CFP)
Safety Tips
Report any suspicious ads or messages.
1 / 10
Related searches
More info about this ad

Estate Planning Financial Planner (CFP) has been posted in the Pretoria Accounting, Financing & Banking category on Locanto.

If you’re still wanting to browse, there is so much to explore in the Accounting, Financing & Banking category! Take a look at the ads Independent Financial Advisor, Pretoria, Leasing and Financial Coordinator, Pretoria and Sales CRM Co-Ordinator (Automotive) in Pretoria to discover more of what you’re looking for. Currently, there are 218 ads posted in the Accounting, Financing & Banking category in Pretoria.

There are more ads within a 15 km radius for this category. If you want to view those ads, click here.