Financial Planner
3 weeks ago
Are you a people-person with an entrepreneurial spirit, professionalism, and a strong sales background? Apply today In this role, you'll guide clients in planning their finances, projecting savings and investment outcomes, and making strategic adjustments. Youll help them prepare for retirement, safeguard against unforeseen events, and take steps toward their financial goals with confidence and efficiency. Support private clients and businesses by crafting tailored financial strategies, empowering them to achieve growth through expert financial planning. Full training and ongoing support provided. Key Activities: Expand Your Network: Actively prospect and connect with potential clients to grow your portfolio. Nurture Relationships: Strengthen and maintain lasting connections with existing clients, ensuring trust and loyalty. Deliver Expert Advice: Offer comprehensive financial planning solutions tailored to each clients unique needs and goals. Stay Ahead of the Curve: Uphold full compliance with current financial legislation and industry standards. Build Your Legacy: Establish and manage your own professional practice while leveraging the trusted Liberty brand. Minimum Qualifications: A tertiary qualification is highly preferred. Desired Qualifications: Commercial/Business Degree or Diploma Experience: Previous experience in sales is essential (References required) Other essential Requirements: Clear Credit record is essential Clear Criminal Record is required Own laptop Own Transport and Drivers License - this is non-negotiable Attributes: Professionalism, excellent people skills, determination & drive
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Financial Planner
3 weeks ago
Durban, KwaZulu-Natal, South Africa Tower Group Full timeWe are looking for dynamic and results-driven Financial Planners with a proven track record to join our client in the financial services sector. This role is 100% commission-based, providing high earning potential for individuals who excel in sales and client relationship management.Key Responsibilities:Provide expert financial planning and investment advice...
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Financial Planner
4 days ago
Durban, KwaZulu-Natal, South Africa Tower Group Full timeWe are looking for dynamic and results-driven Financial Planners with a proven track record to join our client in the financial services sector. This role is 100% commission-based, providing high earning potential for individuals who excel in sales and client relationship management.Key Responsibilities:Provide expert financial planning and investment advice...
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Financial Planners Wanted
2 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeUnlock Your Earning PotentialWe are seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.A Profitable Practice Building opportunity awaits you as you establish and maintain relationships with clients, provide expert financial advice, and...
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Corporate Financial Planner
6 days ago
Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full timeAbout Us:Old Mutual South Africa is a premier financial services group with a strong presence in 14 countries across the continent. With a legacy of over 170 years, we have established ourselves as a leader in providing innovative financial solutions to customers.We are committed to creating a sustainable future for our clients and the community at large....
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Senior Financial Planner and Analyst
3 days ago
Durban, KwaZulu-Natal, South Africa Mr Price Full timeThis Senior Financial Planner and Analyst role at Mr Price Group requires a highly skilled professional to drive financial performance improvement throughout the organisation.Duties will involve:Managing costs, creating financial models, and generating reports for informed decision-making.Developing and implementing financial plans, including budgeting and...
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Financial Planner
3 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeFinancial Planner : NORTHERN BLUESTARDate: 11 Feb 2025Location: Durban, KwaZulu Natal, ZACompany: Sanlam GroupWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career,...
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Financial Planner
3 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeFinancial Planner : GRACIEN MO BLUESTARDate: 11 Feb 2025Location: Durban, KwaZulu Natal, ZACompany: Sanlam GroupWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your...
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Advisory Roles for Experienced Planners
1 day ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeDevelop a Successful CareerWe're seeking experienced Financial Planners to join our team at Confiar Wealth. As a Financial Planner, you'll play a critical role in building and maintaining relationships with clients, providing expert financial advice, and developing a profitable practice.Your key responsibilities will include:• Client Engagement and...
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Financial Planning Manager
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeMayfly Agri (Pty) Ltd is a leading financial services group in Africa, seeking an experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.Key Responsibilities:Providing guidance and...
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Financial Advisers
7 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeJoin Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential•Lucrative Commission...
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Financial Advisers
2 days ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeJoin Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential• Lucrative Commission...
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Regional Financial Services Lead
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeWe are seeking a dedicated and experienced Regional Manager: Financial Planning to join our Mayfly Agri (Pty) Ltd team. This role is crucial in ensuring financial planners are equipped to provide Money Management & Advisory-approved solutions effectively, following the six-step financial planning process while adhering to regulatory requirements and SBG...
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Senior Financial Advisor
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeMayfly Agri (Pty) Ltd is a leading financial services group in Africa, committed to delivering exceptional value to our clients. As a Regional Manager: Financial Planning, you will play a critical role in shaping the future of our company by developing and implementing strategies that drive business growth and improve customer satisfaction.Professional...
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Financial Planner Opportunities
20 hours ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeAbout Confiar WealthWe are a leading wealth management company, committed to helping individuals achieve their financial goals. Our dynamic team of professionals is dedicated to providing expert financial advice and guidance.
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Professional Financial Planner
3 days ago
Durban, KwaZulu-Natal, South Africa Old Mutual Full timeOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.About UsWe are one of Africa's leading insurance companies, committed to championing our valued customers to achieve their lifetime goals.Job DescriptionThe role involves identifying customers' financial needs, providing sound financial advice, recommending and...
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Paraplanner
2 weeks ago
Durban, KwaZulu-Natal, South Africa The Recruitment Council Full timeJob Title: ParaplannerLocation: Durban NorthPosition Overview:We are seeking a motivated and detail-oriented Paraplanner to join our team. As a finance expert, the primary role of the Paraplanner will be to support and assist financial planners in their daily activities. This position is designed for a young professional aspiring to become a Financial...
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Experienced Advisors Wanted
16 hours ago
Durban, KwaZulu-Natal, South Africa Confiar Wealth Full timeYour Role as a Financial PlannerAs a Financial Planner at Confiar Wealth, you will be responsible for building and managing a client base, providing professional advice, and developing a profitable practice. You will have the opportunity to work with a diverse range of clients, from individuals to families and businesses.
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Financial Planner
16 hours ago
Durban, KwaZulu-Natal, South Africa Sanlam Group Full timeAbout RemoteRemote is solving global remote organizations' biggest challenge: employing anyone anywhere compliantly. We make it possible for businesses big and small to employ a global team by handling global payroll, benefits, taxes, and compliance. Check out / how-it-works to learn more or if you're interested in adding to the mission, scroll down to apply...
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Wealth Planning Director
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeAs a Regional Manager: Financial Planning at Mayfly Agri (Pty) Ltd, you will be responsible for providing guidance and support to financial planners, ensuring compliance with regulatory requirements, and overseeing training interventions. This role demands a strong commitment to professional development and best practices in financial planning.Key...
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Financial Advisor
2 weeks ago
Durban, KwaZulu-Natal, South Africa The Recruitment Council Full timeJob Title: Financial Advisor (Investment Specialist)The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and...