Financial Planner

1 week ago

Johannesburg, South Africa Standard Bank of South Africa Limited Full time

Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, West Rand Overview To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Private Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments. Qualifications NQF level 7 Qualification (Advanced Diploma OR Degree) 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5: Representatives Experience 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories. Understand Long Term insurance products Understand the banks products, processes and systems No Supervision required Additional Information Negotiating Accurately interpreting data Implementing procedure Understanding regulations #J-18808-Ljbffr

  • Financial Planner

    4 days ago

    Johannesburg, Gauteng, South Africa Envestpro Full time

    Company DescriptionEstablished in 1998, Envestpro is a prominent advisory intermediary business with a mission to empower financial advisors to build successful practices. With a presence across South Africa, including major cities like Johannesburg and Durban, Envestpro serves over 38,000 clients and intermediates more than 12 billion rands in assets. The...

  • Financial Planner

    2 weeks ago

    Johannesburg, South Africa Envestpro Full time

    Company Description Envestpro, established in 1998, is a leading financial advisory intermediary affiliated with Liberty, a part of the Standard Bank Group. Serving over 38,000 clients and managing assets exceeding 12 billion rands, Envestpro provides comprehensive financial planning services. With offices across major South African cities, including...

  • Financial Planner

    1 week ago

    Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 67428 **Job Type** - Permanent **Job Title** - Financial Planner **Computer Skills** - MS office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Follow 6 steps in Financial Planning including Needs Analysis- Presentation and negotiations to individuals & Groups Network and...

  • FINANCIAL PLANNER

    3 weeks ago

    Johannesburg, South Africa HR Genie Full time

    A well known company within the financial sector is looking for an Experienced Financial Planner. Qualifications and Experience Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of...

  • FINANCIAL PLANNER

    4 weeks ago

    Johannesburg, South Africa HR Genie Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of 5...

  • Financial Planner

    4 weeks ago

    Johannesburg, South Africa Hr Options Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner : Qualification and experience : Bachelor s degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum...

  • Financial Planner

    1 week ago

    Johannesburg, South Africa Job Placements Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner : Qualification and experience : Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of...

  • FINANCIAL PLANNER

    4 weeks ago

    Johannesburg, South Africa HR Genie Full time

    A well known company within the financial sector is looking for a Experienced Financial Planner:Qualification and experience:Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.Minimum of 5...

  • Senior Financial Planner

    1 week ago

    Johannesburg, South Africa Job Placements Full time

    A leading financial services firm in Johannesburg is seeking an Experienced Financial Planner. The successful candidate will conduct client consultations, develop tailored financial plans, and manage investment strategies. A minimum of 5 years in financial planning is required along with relevant certifications such as CFP or CFA. This role offers an...

  • Independent Financial Planner – Lucrative Commission

    2 weeks ago

    Johannesburg, South Africa Fouche & Co Pty Ltd Full time

    A leading Independent Financial Brokerage seeks dynamic and experienced professional financial planners in Johannesburg. The role involves providing comprehensive financial advice, managing portfolios, and developing tailored financial plans. Candidates must have tertiary education in finance, a minimum of 3 years' experience, and excellent skills in...