Financial Planner: Estate Planning - Pretoria

FINANCIAL PLANNER: ESTATE PLANNING · Recruiter: · HR Genie · Job Ref: · D 2622 FINPL · Date posted: · Monday, February 23, 2026 · Location: · Pretoria, South Africa · Salary: · Market related · SUMMARY: · This role focuses on helping clients to structure and protect their estate ...

As a senior Financial Planner specializing in Estate Planning at Hr-Genie's partner company, you will play a key role in helping high-net-worth individuals structure, protect, and transfer their wealth efficiently across generations. · About You · Bachelor’s degree in Finance or ...

FINANCIAL PLANNER: ESTATE PLANNING · Recruiter: · HR Genie · Job Ref: · D 2622 FINPL · Date posted: · Monday, February 23, 2026 · Location: · Pretoria, South Africa · Salary: · Market related · SUMMARY: · This role focuses on helping clients to structure and protect their estate ...

Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation. · Educat ...

Our client is seeking a skilled Paraplanner with strong analytical and writing skills to join their team. · ...

Recruiter: · HR Genie · Job Ref: · F0326 EWP FIN · Date posted: · Monday, March 2, 2026 · Location: · Pretoria, South Africa · Salary: · Market related · SUMMARY: · To assist the Wealth Planners / Financial Advisors / Wealth Managers with financial planning. · POSITION INFO: · Ov ...

Company Description · Keller Williams Realty Southern Africa is the fastest-growing region of the globally renowned Keller Williams Realty, Inc., the largest real estate franchise company in North America. With over 181,000 associates worldwide, the company has built an agent-cen ...

· Duties & Responsibilities · Overview · Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and ...

A highly skilled Paraplanner to join their team. · Consolidate and summarize all policies and investments. · Prepare required financial calculations. · ...

Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation. · Educat ...

Recruiter: · HR Genie · Job Ref: · H0526 PROP · Date posted: · Monday, March 2, 2026 · Location: · Pretoria, South Africa · Salary: · Market related · SUMMARY: · The Property & Estate Manager is responsible for the day-to-day operational management. · POSITION INFO: · The Propert ...

We provide the best training and development for new Financial advisors in the Industry. · Tertiary qualification3 years teaching experience Excellent interpersonal and communication skillsFunds/ Financial backing to start your own practice as this role is a commission oneOwn car ...

(eng= · Sales Manager · Our client is seeking a driven and results-oriented Sales Manager to lead and execute sales and marketing strategies for property developments. This role is critical in driving lead generation, improving conversion rates, motivating on-site teams, and ensu ...

We provide the best training and development for new Financial advisors in the Industry.The ideal candidate will be responsible for educating clients on the products and services available to help them best utilise their available funds and achieve important financial goals. · ...

The estate manager is responsible for the day-to-day management of the estate. · Manage daily operations of the estate in line with policies and rules. · Maintain accurate estate records, contracts, and documentation. · ...

Management of the administration of Testamentary Trusts, Agencies, Living Trusts, · Curatorships, 3rd Party Trusts, Employee Beneficiary Trust and Employee Beneficiary Funds in accordance with · the Trust Mandate. · ...

To serve as a full financial services advisor providing appropriate savings investment and estate planning advice expertise and support to high income clients with a focus on investments. · Achieve gross production target as indicated in scorecard. · ...

Management of the administration of Testamentary Trusts, Agencies, Living Trusts, Curatorships, 3rd Party Trusts, Employee Beneficiary Trust and Employee Beneficiary Funds in accordance with the Trust Mandate. · ...

This is an opportunity to join a well-established office and team which is growing rapidly. · We require an Estate & Wills Administrator to join an efficient fiduciary service to the existing and growing client base. · ...

This is an opportunity to join a well-established office and team which is growing rapidly. · Responsibilities: · Filing, scanning, telephone communication, administration support · ...