Financial Planning

A leading financial planning firm in Johannesburg is seeking a National Recruitment Leader. The role involves partnering with financial advisors to diversify income streams and provide holistic financial advice. Candidates should have a minimum of 3 years in Financial Services and relevant qualifications. This full-time position offers competitive commission...

National Recruitment Leader : Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices... Looking for your next career move? About the Role Succession Financial Planning invites you to join our team, where you'll have access to over product providers across various classes of business. This...

Talent Acquisition Specialist at Momentum Group We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN. At Momentum, the role of the financial adviser goes beyond offering advice. It's about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your...

The Financial Analyst is responsible for maintaining and improving models used for financial planning and analysis and acts as a lead in the preparation of department annual budgets. **EDUCATION** MINIMUM QUALIFICATIONS - BSc in Mathematics and Statistics or NQF Level 7 relevant Financial Maths qualification or CA(SA) **EXPERIENCE AND...

National Recruitment Leader: Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices… Looking for your next career move? About the Role: Succession Financial Planning invites you to join our team, where you’ll have access to over 150 product providers across various classes of business. This...

Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...

Division / Department: Wealth Management Job Title: Wealth Management Associate (WMA) Main Purpose of Job The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client‑centricity, professionalism, and trust at the core of operations. The WMA should strive to be an administrative...

About the Financial Planning Institute (FPI) The FPI is a respected non‑profit professional body dedicated to advancing and upholding the standards of financial planning in South Africa. As a SAQA‑recognised professional body, our work supports thousands of members, corporate and educational partners, and learners nationwide. We are a lean,...

Job DescriptionThe FP&A function plays a pivotal role in enabling Sage to make informed decisions, drive competitive advantage, and successfully execute its strategic ambitions. This role is responsible for delivering high-quality internal operational management reporting and Group performance reporting for the AME region. It ensures that outputs are...

Job DescriptionThe FP&A function plays a pivotal role in enabling Sage to make informed decisions, drive competitive advantage, and successfully execute its strategic ambitions. This role is responsible for delivering high-quality internal operational management reporting and Group performance reporting for the AME region. It ensures that outputs are...