Financial Planner

2 days ago

Roodepoort, South Africa The Legends Agency Full time

Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre Responsibilities : Provide financial planning and wealth management services to high-net-worth clients (> R5m portfolios) . Deliver tailored investment advice with a strong focus on portfolio growth. Build and maintain strong client relationships; network and attract new business. Stay informed about market trends, regulations, and investment opportunities. Requirements : RE5 and RE1 exams completed (FAIS compliant). CFP designation (or well advanced towards completion). 3 to5+ years of experience as a Financial Planner / Wealth Advisor. Strong investment knowledge and proven sales success. Excellent networking skills, ambitious, ideally under 35. Apply Now : If you're driven, ambitious, and passionate about investments, send us your CV today. #J-18808-Ljbffr

  • Financial Planner

    2 days ago

    Roodepoort, Gauteng, South Africa The Legends Agency Full time R500 000 - R1 500 000 per year

    Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibreResponsibilities:Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios).Deliver tailored investment advice with a strong focus on portfolio growth.Build and maintain strong client relationships;...

  • Para Planner

    2 days ago

    Roodepoort, Gauteng, South Africa The Legends Agency Full time R240 000 - R300 000 per year

    Para Planner - Roodepoort - R20 000 to R25 000 per monthResponsibilities:Provide technical and administrative support to Financial Planners.Prepare financial plans, investment proposals, and compliance documentation.Conduct product and investment research.Assist with client reporting and reviews.Opportunity to develop into an Advisor role over ...

  • Financial Planner

    4 days ago

    Roodepoort, South Africa Sanlam Limited Full time

    Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance,...

  • Planner - Roodepoort - Job Id 3728

    2 weeks ago

    Roodepoort, South Africa Enshrine Placements Full time

    **Planner - Roodepoort - Job ID 3728** Planner needed for a process control and instrumentation company to do all administrative functions, planning and scheduling of the final control services. Planning and scheduling of work associated with customer maintenance contracts. **Position details**: Type: Permanent Reports to: Services Supervisor Primary...

  • Financial Advisor

    16 hours ago

    Roodepoort, South Africa Micah Govender Developments Full time

    Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to be based in...

  • Head of Wealth Distribution | Remote

    1 week ago

    Roodepoort, South Africa Springer Capital Full time

    Direct message the job poster from Springer Capital HR Recruiter | Global Hiring | Lady Brabourne College | Patha Bhavan, Kolkata We are seeking a dynamic and strategic Wealth Management and Distribution Head to lead our organization’s business growth, channel development, and marketing initiatives across wealth management and investment products. The...