Financial Planner

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...

Overview 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...

**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...

Join Our Team as a Financial PlannerWe are seeking a highly motivated and ambitious individual to join our team as a Financial Planner. As a Financial Planner, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Provide holistic financial advice solutions...

Financial Planner Job DescriptionHire Resolve's client is seeking a skilled and experienced Financial Planner to join their team.Key Responsibilities:Meet with clients to understand their financial goals and develop personalized financial plans.Analyze financial information to identify areas for improvement and provide recommendations for investment...

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...

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...

Overview 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...

Unlock your earning potential as a Financial Planner with Liberty Standard Bank Group. This exciting opportunity is perfect for entrepreneurial individuals who are passionate about helping others achieve their financial goals.As a Financial Planner, you will provide holistic financial advice solutions that meet customers' protection, investment, and...

Financial Planner Job DescriptionHire Resolve's client is seeking a skilled and experienced Financial Planner to provide expert financial guidance and support to their clients.Key Responsibilities:Meet with clients to understand their financial goals, needs, and risk tolerance, and develop personalized financial plans to help them achieve their...

Unlock Your Earning PotentialAre you a driven and ambitious individual looking to take control of your income and career? Do you have a passion for helping others achieve their financial goals? We're seeking entrepreneurial individuals who are passionate about people, solutions-driven, and sales-focused to join our team as Financial Planners.About the RoleAs...

Job Title: Financial PlannerAt Nedbank, we are seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for providing financial expertise and wealth creation advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Analyzing clients' financial...

**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...

Explore the role: Join our client, A diverse independent group offering Financial services in South Africa who are on the search for a successful Financial Planner to join their dynamic team In this role, you will provide expert financial advice in investment, tax, and insurance to clients. Build, nurture, and expand your client base and achieve sales...

What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing...

Financial Planning OpportunityNedbank is seeking a skilled Financial Planner to provide expert financial advice and wealth creation solutions to clients.Key ResponsibilitiesAnalyse clients' financial situations to develop tailored financial plans.Examine and suggest financial solutions and strategies for clients' financial plans.Assist clients in...

Financial Planner - Wealth Creation SpecialistAs a Financial Planner - Wealth Creation Specialist at Nedbank, you will provide expert financial advice to clients to help them achieve their financial goals and create wealth.Key ResponsibilitiesAnalyse clients' financial situations to determine their financial objectives, risk tolerance, and other relevant...

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...

Professional Financial Planner Based in Durban. L iberty, a leading national financial services organization, is looking to place new talent into their Cape Town team. We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship-...