Experienced Financial Planner
3 weeks ago
LifeCheq is a South African financial advisory and fintech company providing holistic, goal-based, and fully independent financial advice. Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience. Through this partnership model, LifeCheq recruits top‑tier advisers for reputable firms across South Africa, ensuring that both advisers and clients benefit from world‑class technology, compliance systems, and growth support. About the role Are you a self‑driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? A tech‑driven financial advisory practice based in Sandton is looking for a passionate Financial Adviser who wants to build a scalable and sustainable financial services business. on their own terms With our tech‑first approach and lead‑generating support, were not just offering a job - were offering a platform to accelerate your career and income potential. What Makes Us Different? All-in-One Tech Platform Say goodbye to admin overload. Our system automates everything from lead management to proposal generation, giving you more time to focus on what matters closing deals and serving clients. Lead Support Built In We feed your pipeline with quality leads, backed by a CRM system that helps you manage your book like a pro. Training that Grows with You Access continuous training, coaching, and development programs designed to keep you sharp and compliant. Uncapped Growth Potential Whether you want to stay independent or eventually build your own team, our model supports your ambitions. Key Responsibilities : 1. Client Acquisition & Relationship Management Promote and sell a wide range of top-tier products including : risk, retirement, funeral and investment products Build strong relationships by conducting thorough needs analysis and offering tailored financial #J-18808-Ljbffr
-
Independent Financial Planner
3 weeks ago
Johannesburg, South Africa LifeCheq Full timeIndependent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid)Employment Type: Independent ContractorStart-Up Support: Basic salary to get you going + CommissionAre you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your...
-
Independent Financial Planner
3 weeks ago
Johannesburg, South Africa LifeCheq Full timeIndependent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid)Employment Type: Independent ContractorStart-Up Support: Basic salary to get you going + Commission Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success?...
-
FINANCIAL PLANNER
2 weeks ago
Johannesburg, South Africa HR Genie Full timeA 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 timeA 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
3 weeks ago
Johannesburg, South Africa Hr Options Full timeA 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
5 days ago
Johannesburg, South Africa Job Placements Full timeA 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...
-
Experienced Financial Advisor
3 weeks ago
Johannesburg, South Africa Succession Financial Planning Full timeNational Recruitment Leader : Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices... Looking for your next career move? About the Role Succession Financial Planning invites you to join our team, where you'll have access to over product providers across various classes of business. This...
-
Financial Planner
5 hours ago
Johannesburg, Gauteng, South Africa Envestpro Full timeCompany 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
4 weeks ago
Johannesburg, South Africa Envestpro Full timeEstablished in , 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, clients and intermediates more than 12 billion rands in assets. The company is committed to...
-
Financial Planner
2 weeks ago
Johannesburg, South Africa Envestpro Full timeCompany 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...
