Financial Planner

About Kainos Group: Kainos is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, Kainos Wealth is committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23...

We are looking for an Investment Planner to join our team at Kainos Group. In this role, you will work closely with clients to understand their financial goals, risk tolerance, and current financial situation. You will develop customized financial plans that incorporate investment strategies, retirement planning, and risk management.Your responsibilities...

Job Title: Digital Portfolio PlannerPosition Overview: An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The...

Company OverviewKainos Group is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. As the biggest Independent Franchise in South Africa, we are committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals.

Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial...

We're seeking a highly skilled and experienced Wealth Management Specialist to join our team at The Recruitment Council. As a seasoned professional in wealth management, you'll be responsible for evaluating clients' financial situations and developing customized investment plans.Job Description:Evaluate clients' financial situations and develop customized...

About the RoleThe Recruitment Council is seeking a results-driven professional to fill the position of Financial Planning Director. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans that cater to the diverse needs of our clients.Key ResponsibilitiesFinancial Planning: Collaborate with our...

**Job Summary:**We are seeking a highly skilled Executive Financial Planner to join our team at Standard Bank of South Africa Limited.About the Role:This position involves providing expert financial planning advice to Private and Business Banking clients, helping them solve complex financial needs.You will be responsible for delivering tailored financial...

Key ResponsibilitiesAs a Financial Planner at Kainos Wealth, you will be responsible for:Assessing clients' insurance needs and providing recommendations for life and health insurance.Implementing tax-efficient strategies to optimize clients' financial situation and minimize tax liabilities.You will also be expected to stay updated on financial market...

About Our Ideal CandidateWe are seeking a driven, strategic leader with a passion for growth and client success.QualificationsDegree in Business Management, Marketing, or related NQF 6 qualification.Certified Financial Planner.Experience5-8 years in corporate business development, client service, or marketing within financial services.Experience in franchise...

The ideal candidate will possess 5-8 years of experience in financial services, particularly asset wealth management, and have strong knowledge of investment advice philosophy, the South African and international wealth management industries, financial markets, and investment strategies.Required Skills and Qualifications:Degree in Business Management,...

Job Description:The Executive Financial Planner will be responsible for providing expert financial planning advice to Private and Business Banking clients.About the Role:This position involves working closely with clients to understand their financial goals and objectives.You will be responsible for delivering tailored financial solutions, ensuring that...

Responsibilities:The Executive Financial Planner will be responsible for:Providing expert financial planning advice to clients.Identifying opportunities to grow clients' wealth.Building strong relationships with clients and colleagues.Requirements:QualificationsNQF level 7 Qualification (Advanced Diploma or Degree)120 credits or Qualification aligned with...

About the RoleThe Recruitment Council is seeking a seasoned professional to fill the position of Head of Wealth Management. As a key member of our team, you will be responsible for leading the development and implementation of strategic wealth management initiatives.Key ResponsibilitiesWealth Strategy Development: Collaborate with our financial advisors to...

Job Title: Channel Growth and Engagement ExpertWe are seeking a highly skilled individual to fill the role of Channel Growth and Engagement Expert at The Recruitment Council.Job ResponsibilitiesThe successful candidate will be responsible for developing and implementing strategies to grow the company's tied advisor channel nationally. This...

About the RoleThe Recruitment Council is looking for a strategic thinker to fill the position of Chief Wealth Strategist. As a key member of our team, you will be responsible for developing and implementing comprehensive wealth management strategies that cater to the diverse needs of our clients.Key ResponsibilitiesWealth Strategy Development: Collaborate...

National Channel Leadership PositionThe Recruitment Council is seeking a highly experienced individual to fill the role of National Channel Leadership Position.About the RoleThe successful candidate will be responsible for developing and implementing a national channel strategy to grow the company's tied advisor channel. This includes:Leading a team of...

About the RoleThe Recruitment Council is looking for a highly skilled professional to lead our wealth management team as the Head of Investment Solutions. As a key member of our team, you will be responsible for developing and implementing strategic investment solutions that cater to the diverse needs of our clients.Key ResponsibilitiesInvestment Solution...

About UsThe Recruitment Council is a professional recruitment service that connects job seekers with top employers across various industries in South Africa.Job DetailsWe are currently seeking a highly skilled Channel Development Director to join our team. The ideal candidate will have a proven track record of developing and implementing successful...

About Momentum HealthMomentum Health is dedicated to delivering integrated health solutions that meet the evolving needs of its clients. By maximizing lifetime client value, we create a lasting impact on the lives of our clients.Job DescriptionThe successful candidate will be responsible for managing and driving new business initiatives, ensuring an...