Wealth Planner

Exciting Opportunity: Join GCI as a Certified Financial Planner Are you a qualified and ambitious finance professional with expertise in capital gains planning, estate planning, risk management, portfolio management, and tax planning? GCI is currently seeking bright, young individuals like you to join our team as Certified Financial Planners. What We...

**Wealth Advisor** Boutique Financial Advisory business seeks client-centric person, with an entrepreneurial mindset. Be instrumental in acquiring and managing a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects. Run your own practice in the business. Exciting career opportunity. *** **Main Responsibilities** - Acquire new...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...

Qualifications required: A degree in a finance related field such as a BCom, BusSc A wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous Skills and experience required: At least 2 years’ experience as a...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

**Job Classification** - Job Requisition - 128215 - Closing Date - 29 August 2023 - Location - Johannesburg - Cluster - Nedbank Wealth - Wealth Management SA Business Unit - Please Note: Preference will be given to applicants from Underrepresented Groups- Job Family- Investment Banking - Career Stream- Advisory - Leadership Pipeline- Manage Self:...

**Job Classification** - Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders. - To work on campaigns according to strategic and...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

Johannesburg - Posted 19 hours ago **Financial Planner (Financial Advisor/Broker)** About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisors who...

**Financial Planner - Gauteng** - Location: Nedbank 135 Rivonia Road, Sandown, Sandton.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place...

Join one of the leading Wealth Manager in Gauteng with your experience in Paraplanning / Support role. Exciting growth opportunities with my client. **Responsibilities**: - Data collection and populating systems. This includes: - Correctly capturing information onto systems (Wealth Explorer, Wealthbox, Timeline, Asset Map). - Maintaining and updating this...

Responsible for identifying new business. Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation. Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements. Analyze financial...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

EMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:1 - 3 Years experience in the financial sectorSuccessful business development track recordComputer literateMicrosoft office suiteMatricDUTIES:Conducting research to identify potential clients and networking opportunities within the financial...

EMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS: 1 - 3 Years experience in the financial sector Successful business development track record Computer literate Microsoft office suite Matric ...

Job Description:As a Financial Services Network Consultant, your primary duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing...

Job Description:As a Financial Services Network Consultant, your primary duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing...

As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships...