Current jobs related to Wealth Planner - Pretoria, Gauteng - EQ-FIN


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...


  • Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group.Main Responsibilities:Acquire and manage a portfolio of high net worth clientsDevelop and implement comprehensive wealth and financial plansBuild and maintain strong relationships with clients and industry...

  • Financial Planner

    3 days ago


    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Unlock Your Potential as a Financial Planner at Liberty Standard Bank GroupWe are seeking a driven and ambitious individual to join our team as a Financial Planner. As a key member of our Liberty Standard Bank Group, you will have the opportunity to build a successful career in wealth management, working with medium to high net wealth clients to identify and...

  • Financial Planner

    3 days ago


    Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full time

    Unlock Your Potential as a Financial Planner at Liberty Standard Bank GroupWe are seeking a driven and ambitious individual to join our team as a Financial Planner. As a key member of our Liberty Standard Bank Group, you will have the opportunity to build a successful career in wealth management, working with medium to high net wealth clients to identify and...


  • Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Wealth Manager to join our Private Banking and Advisory Team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, focusing on investments and estate planning.Key ResponsibilitiesFormulate proposals for cash management, risk...

  • Wealth Manager

    5 days ago


    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    About the RoleWe are seeking a highly skilled Wealth Manager to join our Private Banking and Advisory Team. As a Wealth Manager, you will be responsible for providing expert financial services advice to high-income clients, with a focus on investments.Key ResponsibilitiesFormulate proposals in cash management, risk needs, investment planning, estate...

  • Wealth Manager

    2 weeks ago


    Pretoria, Gauteng, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services and investment advice to high-income clients, with a focus on investments.Key ResponsibilitiesProvide comprehensive financial planning and investment advice...


  • Pretoria, Gauteng, South Africa The Hiring House Full time

    Key Responsibilities ### Learning and Development * Support the region in meeting its learning needs by identifying and addressing skill gaps. * Design and implement effective learning interventions to enhance knowledge and performance. * Assess learners to evaluate their understanding and provide feedback for improvement. * Manage learning processes to...


  • Pretoria, Gauteng, South Africa Nedbank Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Nedbank. As a key member of our Wealth Management South Africa division, you will play a critical role in contributing to the NFP strategy and business objectives.Key ResponsibilitiesMentor and develop Financial Planners to ensure their growth and...

  • Principal Advice: NFP

    3 weeks ago


    Pretoria, Gauteng, South Africa Nedbank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planner to join our Wealth Management team at Nedbank. As a key member of our team, you will play a critical role in contributing to the growth and success of our business.Key ResponsibilitiesMentorship and DevelopmentMentor and supervise Financial Planners to ensure their growth and...


  • Pretoria, Gauteng, South Africa Engage Recruit Full time

    Financial Services Requirements:* Grade 12* Degree related to Financial Industry preferred* Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits* Completed the class of business exam* Completed the RE 5 exam* Registered with the FSCA as a full representative* 3 to 5 years experience as a representative rendering financial...


  • Pretoria, Gauteng, South Africa Nedbank Full time

    Job SummaryWe are seeking a highly skilled and experienced Principal Advisor to join our team at Nedbank Financial Planning (NFP). As a key member of our Wealth Management team, you will play a critical role in contributing to the NFP strategy and business objectives, revenue generation and growth, mandate implementation, team development, management and...

  • Wealth Manager

    4 months ago


    Pretoria, South Africa Express Pros Fourways Full time

    The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...

  • Wealth Assistant

    4 months ago


    Pretoria, South Africa RPO Recruitment Full time

    RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

  • Wealth Manager

    1 month ago


    Pretoria, South Africa Independent Resourcing Consultancy Full time

    **Wealth Manager**: - Job Reference: L78X5333 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Pretoria - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and skillset as a Wealth...

  • Wealth Manager

    4 months ago


    Pretoria, South Africa She Recruits Full time

    Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision completed **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner Experience in investment advisory...

  • Wealth Manager

    4 months ago


    Pretoria, South Africa She Recruits Full time

    **Qualifications required**: Minimum BCom degree in a finance related field RE5 and Class of Business for investments completed Supervision complete (non negotiable) **Skills and experience required**: Confident and extremely well presented as this is a client facing role At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or...

  • Wealth Manager

    3 months ago


    Pretoria, South Africa Momentum Consult Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...


  • Pretoria, South Africa Momentum Life Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...


  • Pretoria, South Africa Momentum Consult Full time

    **Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

  • Wealth Manager

    4 months ago


    Pretoria, South Africa RPO Recruitment Full time

    **Responsibilities**: - Managing the portfolios of high-net-worth clients - Providing investment advice to clients - Conducting market research to analyze financial trends and market conditions - Assisting clients with financial planning and estate planning - Maintaining relationships with clients to ensure their satisfaction and trust - Monitoring and...

  • Private Wealth Banker

    4 months ago


    Pretoria, South Africa Absa Bank Limited Full time

    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...

  • Private Wealth Banker

    4 months ago


    Pretoria, South Africa Absa Bank Limited Full time

    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...


  • Pretoria, South Africa PSG Wealth Distribution Full time

    PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job description**: PSG has an...

  • Financial Planner

    3 days ago


    Pretoria, South Africa Liberty Standard Bank Group Full time

    Liberty is Hiring We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance...

  • Financial Planner

    4 months ago


    Pretoria, South Africa IWCP Full time

    I'm looking for self-motivated & dynamic individuals with a strong entrepreneurial spirit to joing my award winning team! We have the best onboarding program and professional development path, in the industry. Run your own practice with dedicated support! Caring & supportive environment with mentorship programs High earning potential with flexible...


  • Pretoria, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our...


  • Pretoria, South Africa People Dimension Full time

    Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...


  • Pretoria, South Africa Momentum Consult Full time

    **Introduction** - Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s)...


  • Pretoria, South Africa The Hiring House Full time

    Key Performance Areas - Support region in terms of learning needs- Implement learning intervention- Assess learners- Manage learning processes- Design learning material- TCFFormal Education - Relevant Tertiary qualification e.g., B. Com Human Resources- Occupational Directed Education Training and Development Practitioner Qualification (ETDP) or equivalent...


  • Pretoria, South Africa The Hiring House Full time

    Key Performance Areas - Support region in terms of learning needs- Implement learning intervention- Assess learners- Manage learning processes- Design learning material- TCFFormal Education- Relevant Tertiary qualification e.g., B. Com Human Resources- Occupational Directed Education Training and Development Practitioner Qualification (ETDP) or equivalent...


  • Pretoria, South Africa Adzuna ZA B C2 Full time

    Key Performance Areas - Support region in terms of learning needs- Implement learning intervention- Assess learners- Manage learning processes- Design learning material- TCFFormal Education- Relevant Tertiary qualification e.g., B. Com Human Resources- Occupational Directed Education Training and Development Practitioner Qualification (ETDP) or equivalent...

Wealth Planner

4 months ago


Pretoria, Gauteng, South Africa EQ-FIN Full time
In the midst of challenging times in South Africa, Liberty offers you an opportunity to reshape your career and embrace new possibilities. We believe that now is the time to pause, reflect, and focus on personal and professional growth. Your journey w...

Minimum Qualifications

  • Grade 12-Matric
  • A degree within any financial field
  • Min 3 years working experience Requirements
    • SA ID
    • Clear credit and no criminal record
    • Reliable car (non-negotiable)
    • Laptop is essential
    • Unlimited internet connection preferable unlimited WIFI
    • Driven by the challenge of a sales environment and writing business
    • Strong networking, communication and social skills are essential
    • A high flying entrepreneur who is ready for the next step in their career with unlimited potential
    • You are willing to commit to a self-development learning path