Hybrid Financial Planner

A financial services company in South Africa is seeking an Entry-Level Financial Planner to provide comprehensive financial planning services. The role includes advising clients on investments and retirement planning while developing tailored financial plans. The ideal candidate will have strong analytical skills and must meet certain qualifications...

A financial advisory firm in Umhlanga Rocks is seeking an Entry-level Financial Advisor. This full-time hybrid position involves creating personalized financial plans, offering investment and retirement advice, and helping clients achieve their financial goals. A Matric or equivalent, as well as 12 months’ experience in financial services, are required for...

Company Description Company DescriptionSuccession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at every life stage. With a commitment to fostering meaningful, long-term partnerships between clients and advisers, the organization places a strong emphasis on...

A financial advisory firm in Cape Town is looking for a Qualified Financial Advisor to engage with clients and develop comprehensive financial plans tailored to their needs. The ideal candidate will possess strong analytical and communication skills and may hold relevant certifications like CFP. This is a full-time hybrid role, offering flexibility with...

Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and financial...

Financial Planners (For Business Centres across South Africa) EQ-FIN City of Johannesburg, Gauteng, South Africa Get AI-powered advice on this job and more exclusive features. Direct message the job poster from EQ-FIN Join EQ-FIN as a Financial Planner – Shape Your Future, Empower Others Opportunities across South Africa (full training provided) Company...

A financial advisory firm in Cape Town is seeking a Financial Advisor to provide personalized financial planning and advisory services. You will assess client needs, create tailored strategies, and maintain strong client relationships. Ideal candidates will have a degree in Finance or related fields, along with financial advising experience. This full-time...

A financial services firm in Umhlanga is seeking a Financial Advisor for a full-time hybrid role. You will create personalized financial plans, advise clients on investments and retirement, and conduct financial assessments. Candidates must have at least a Matric qualification and a minimum of 12 months’ experience in financial services. A valid driver's...

A financial services company in South Africa is seeking a Financial Advisor to provide comprehensive financial planning and advisory services. The role involves developing investment strategies, assessing client needs, and maintaining regular communication about their financial plans. Ideal candidates possess strong skills in financial planning and have...

A financial services provider in Johannesburg is seeking an experienced Financial Advisor to provide expert financial advice and planning. You will create comprehensive financial plans, guide clients through investment strategies, and maintain strong client relationships. The ideal candidate will have 2+ years of experience and a relevant degree. This...