Financial/Wealth Planner and Advisor
5 days ago
Job Description For over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner. Excellent uncapped earning opportunity. Great Leadership and mentorship offered. Duties & Responsibilities Understand clients’ financial needs. Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance. Answer clients’ questions and address concerns. Advise clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals. Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Prepare or interpret financial document summaries, investment performance reports, and income projections for clients. Manage and regularly update clients’ portfolios. Build and maintain your client base. This is a FAIS role. Desired Experience & Qualification Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential Own car Drivers License Laptop Package & Remuneration Incentives paid on every single product, from product 1 uncapped. Insurances #J-18808-Ljbffr
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Financial Advisor
6 days ago
Pretoria, South Africa KM CONSULTING Full time_**FINANCIAL ADVISOR R30k+ (neg) FIXED SALARY, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: - **ESTABLISHED CLIENTBASE**_ Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...
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Financial Advisor
4 days ago
Pretoria, South Africa KM CONSULTING Full time**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...
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Wealth Advisor/assistant
6 days ago
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/Duties: - Assisting Financial Planners in all their administrative tasks - Research product information - Prepare and implement...
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Financial Advisor
2 weeks ago
Pretoria, South Africa KM CONSULTING Full time**_FINANCIAL ADVISOR R26-R30k, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares & general financial planning etc RELEVANT financial...
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Financial Advisor
2 weeks ago
Pretoria, South Africa KM CONSULTING Full time**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...
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Wealth Manager Pretoria
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeJob Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...
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Senior Wealth Advisor for High Net Worth Clients
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeA leading financial services firm seeks an experienced Advisor to manage clients' wealth needs effectively. This role involves formulating innovative solutions, maximizing profitability through cross-selling, and ensuring high-quality client service. Candidates must have at least 5 years of relevant experience and strong qualifications in financial planning....
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Para Planner
3 days ago
Pretoria, South Africa Hire Resolve Full timeJob title: Para Planner Job Location: Gauteng, Pretoria Deadline: November 27, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description We are seeking a dedicated and detail-oriented Paraplanner to join our Wealth Planning division. The successful candidate will play a key role in supporting Wealth Planners and Financial Advisors by...
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Financial Planner
4 weeks ago
Pretoria, South Africa Trident Group Full timeCompany Description Trident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty. We specialise in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship. As a collaboration...
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Financial Planner
3 weeks ago
Pretoria, South Africa Trident Group Full timeCompany Description Trident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty. We specialise in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship. As a collaboration...
