Client-Centric Financial Planner

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

Hire Resolve's Client is seeking a dedicated and experienced Financial Planner to join their dynamic team.As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop personalised financial plans to help them achieve their goals. You will provide comprehensive financial...

Join our client's team as a Financial Planner, where you'll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients' financial situations, understand their long-term goals, and create tailored financial strategies that align with their unique needs.Key responsibilities include working directly with clients...

This role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering and sales process.Envestpro’s passion for reward and...

**Responsibilities**: - Develop and implement comprehensive financial plans for clients based on their financial goals and objectives - Provide ongoing investment management and portfolio analysis - Conduct regular reviews of client portfolios and financial plans - Educate clients on financial planning strategies and investment options - Build and maintain...

We’re Growing – And You Could Be Part of It! Are you an experienced Financial Adviser with a passion for empowering people to achieve financial freedom? Do you thrive on building strong client relationships and creating solutions that change lives? If so, we’d love to connect with you! We believe financial planning is more than just numbers — it’s...

A financial planning practice is seeking a Client Relationship Planner in Durban to manage client engagements, support efficient paperwork processes, and coordinate with service providers. The ideal candidate will have a Matric qualification, relevant certifications, and a minimum of 3 years of experience. Proficiency in financial planning software is...

**Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...

**Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...

A financial services company in Durban is seeking experienced Financial Planners to join their team. In this commission-based role, you'll build client relationships and provide expert financial advice. Ideal candidates should have at least a year of experience, possess a Matric or equivalent, and have a valid driver's license. The position offers extensive...