Financial Planner

About EnvestproThis role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering and sales process.Envestpro's passion for...

Our client is looking to recruit a Financial Planner & Analyst to join their team remotely from South Africa as soon as possible.About the company: Our client is a hospitality group of independent craft breweries, food markets, and food and beverage concepts. They produce beer at four sites in London, United Kingdom, as well as, most recently, opening up...

We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...

Cape Town, South Africa | Posted on 04/02/2024 Origin Financial is one of the biggest IFA's in theSouth African market. We specialise in customized solutions and advice,tailored to each individual client's financial life cycle.We present a significant opportunity for experiencedfinancial advisors to grow and secure their financial practice in ourorganization...

Our client is seeking a Senior Financial Plannerfor there Sanlam franchise based in Century City Cape Town.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Undertake the procurement of sustainable business of a high...

Location: Newlands, Cape Town, Western CapeRemuneration: R basic + commissionA financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years' working experience in the area of financial planning and investment advice. Experience in...

Location: Newlands, Cape Town, Western CapeRemuneration: R basic + commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years' working experience in the area of financial planning and investment advice. Experience in...

Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town.Benefits Included: Uncapped commission Performance bonus Workrelated incentives for top performers Minimum 12 months experience in a Financial Services / Insurance industry in a sales role Minimum 2 years field sales experience FAIS or RE Desirable...

Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town.Benefits Included: Basic Salary Medical Insurance Uncapped commission Performance bonus Workrelated incentives for top performers Minimum 12 months experience in a Financial Services / Insurance industry in a sales role Minimum 2 years field sales...

Envestpro has an exciting opportunity for both senior and junior Financial Planners.Are you a motivated individual who acts with integrity in everything you do?About EnvestproThis role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You...

Position Description:MERCHANDISE PLANNERJewellery has an exciting opportunity available for a Merchandise Planner for our flagship Brands. If you would like to join a leading retailer in South Africa, and you possess the following abilities, then this is the ideal position for you.Key activities include:Work collaboratively with the buying team to maximise...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

Job category: Other: FMCG, Retail, Wholesale and Supply Chain Location: Cape Town Contract: Permanent EE position: No Introduction Develop and deliver integrated department merchandise planning strategies to meet KPI's and manage inventory efficiently. Deliver impact and value, balance quality with speed, shape the future with technology and insight driven...

Join one of South Africa's leading insurance giants as a Senior Financial Planner. Description Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialAt least 3 years experience in the financial services industryComputer literacy: Microsoft OfficeExcellent...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity...

Kintaro is one of the fastest growing media agencies in the country.We are locally owned and proudly SA, a member of the Matrix GroupWe are a relatively new agency that definitely punches above our weight.Kintaro services fantastic clients like Woolworths Sanlam Santam, Miway and IDC amongst othersYou'll see we are not like other media agencies.What we...

Wealth Planner - Private & Business Banking Job Overview Business Segment: Personal & Private Banking Location: ZA, Western Cape, Cape Town, Hermanus To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with...

Title:Para-Planner - Century City (CPT):Salary:Commensurate with experience)Description: Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the organisation. ROLES AND RESPONSIBILITIES...

A love for the sea and passion for fishing are the driving forces behindI&J, a leading fishing company and manufacturer of high quality chilled and frozen foods. Almost 110 years old,I&J is the trusted name in seafood, operating a modern and efficient trawler fleet, and continually investing in the training and development of experienced fishing crews,...