Financial Planner — Wealth

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...

Company Description Trident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty. We specialise in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship. As a collaboration...

Company Description Trident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty. We specialise in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship. As a collaboration...

**Requisition Details & Talent Acquisition Contact** - REQ: 133822- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 27 May 2024**Job Family** - Sales and Services **Career Stream** - Sales **Leadership Pipeline** - Manage Self: Technical **FAIS Affected** - FAIS Affected - Yes**Job Purpose** - To provide financial...

Company DescriptionTrident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty. We specialize in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship. As a collaboration...

Job title: Para Planner Job Location: Gauteng, Pretoria Deadline: November 27, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description We are seeking a dedicated and detail-oriented Paraplanner to join our Wealth Planning division. The successful candidate will play a key role in supporting Wealth Planners and Financial Advisors by...

BDO Wealth Pretoria has a vacancy for a Wealth Administrator. This role forms part of the Financial Planning team, providing exceptional service and administrative support to our clients and Financial PlannersResponsibilities will include providing support to the Financial Planners & Healthcare Adviser with the following:Act as a first point of contact for...

A financial services company in Pretoria is seeking a dedicated Para Planner to support Wealth Planners. Responsibilities include preparing financial analyses, drafting estate reports, and liaising with stakeholders. Candidates should have a Bachelor's degree in Finance or related fields and at least one year of estate planning experience. This role requires...

Job Description For over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a...

**Synopsis**: A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. Job Description/Duties: - Assisting Financial Planners in all their administrative tasks - Research product information - Prepare and implement...