Wealth Planner
1 week ago
Job Opportunities (Summary) Multiple Financial Services roles are listed, primarily in Johannesburg and surrounding areas, with responsibilities spanning financial planning, insurance advisory, client relationship management, and sales. The postings include Liberty Life and other financial services employers, detailing requirements, remuneration, and expectations. This refinement preserves the original content language while reorganizing into clearly structured sections for readability and compliance. Responsibilities (selected exemplars from postings) As a Financial Advisor / Wealth Planner, manage a portfolio of clients, provide ongoing financial planning support, develop new business opportunities, and offer advice on investments, retirement planning, estate planning, and risk management while ensuring regulatory compliance. Prospect and acquire new clients, deliver financial products and services in a professional, client-focused manner, and build long-term client relationships. Collaborate with Financial Service Providers and internal departments to resolve client queries; maintain regular client communication; develop comprehensive financial plans tailored to client needs. Identify opportunities for cross‑selling and upselling; network with professionals and attend industry events; contribute to marketing initiatives. Prepare reports for clients and management; ensure up-to-date product knowledge, compliance with regulatory requirements, and accurate documentation. Provide in‑store financial guidance in retail environments, engage with walk‑in customers, deliver compliant, needs‑based financial advice, and meet sales targets. Assist with client administration tasks, including meeting preparation, documentation, new business applications, and record keeping to ensure regulatory compliance. Qualifications & Requirements (selected) Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) and relevant certifications (RE5, Class of Business, Fit and Proper status). Minimum experience in a Financial Planning or advisory role (varies by posting; typical ranges 2–4+ years). Proficiency in Microsoft Excel; driver’s licence and own vehicle may be required; experience with high‑net‑worth clients is a plus. Certifications such as CFP®, FAIS-related regulatory exams completed; ITC / Credit clear; clear criminal and credit records. Remuneration & Benefits (selected) Basic salary ranges and uncapped commission; competitive benefits including medical aid and provident funds in some postings. Flexibility in schedule; mentorship, training, and development opportunities; support structures across marketing, product, and operations. Is this job a match or a miss? Locations include Johannesburg, Gauteng, Observatory (Cape Town), Edenvale, and other parts of South Africa. Multiple postings indicate ongoing hiring activity. If you are exploring roles in financial planning, insurance advisory, or client‑facing financial services with a focus on relationship management and regulated advisory work, these postings may be relevant. Notes Potential applicants should verify each posting for current status, location, and role‑specific requirements. Some postings indicate "Posted today" or "Posted X days ago" and may reflect different employers or regions. This refinement preserves the breadth of information while removing extraneous boilerplate and ensuring the final content is structured, readable, and compliant with formatting standards. #J- Ljbffr #J-18808-Ljbffr
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Wealth Manager
6 days ago
Johannesburg, South Africa Nedbank Private Wealth Full timeJob Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth - High Net Worth Location - Nedbank Rivonia Campus 135 Rivonia Road Sandton Closing Date - 3 September 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership...
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Wealth Manager
3 days ago
Johannesburg, South Africa TWICG Full time**Role Description** This is a full-time Wealth Planner role at TIW Capital Group located in Johannesburg. The Wealth Planner will be responsible for financial planning, investment management, and strategic investments to enhance client wealth. The role involves on-site client interactions and financial consultations to provide tailored investment...
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Wealth Planner
1 week ago
Johannesburg, South Africa EQ-FIN Full timeAre you looking for a career change or a new career opportunity to grow your own business? Are you an ambitious, self-motivated, highly energetic, and determined entrepreneur with a passion for people and want to help people achieve their dreams by ensuring that they have the financial means to pursue them? Then **YOU** may be just the person we are...
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Paraplanner Assistant
1 week ago
Johannesburg, South Africa Pangea Wealth Full timeCompany Description Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering...
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Paraplanner Assistant
1 week ago
Johannesburg, South Africa Pangea Wealth Full timePangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational...
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Wealth Manager Gp
3 days ago
Johannesburg, South Africa PPS Group Full time**Main duties and responsibilities**: 1. Build a Wealth practice of High Net Worth clients with a focus on Asset Accumulation, Risk solutions, Business solutions, Wealth Protection and Wealth Growth 2. Build and manage client relationships that result in a successful partnership 3. Accountable for the portfolio of High Net Worth Clients 4. Advice led...
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Wealth Planner
3 weeks ago
Johannesburg, South Africa LifeCheq Full timeAre you a self-driven Wealth Management Specialist 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 Wealth Management Specialist who wants to build a scalable and sustainable financial...
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Wealth Planner
3 weeks ago
Johannesburg, South Africa LifeCheq Full timeAre you a self-driven Wealth Management Specialist 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 Wealth Management Specialist who wants to build a scalable and sustainable financial...
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Wealth Manager, Johannesburg
3 weeks ago
Johannesburg, South Africa Independent Resourcing Consultancy Ltd Full timeAbout the job Wealth Manager, Johannesburg Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order...
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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...
