Financial Planner
3 months ago
A NEW CAREER, start yours today At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients. Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning. Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity. REMUNERATION · R10 000.00 monthly startup stipend (new to industry only) · Uncapped 70% commission · Full company benefits including medical aid · Incentives · World-class training Tertiary education preferable Matric certificate essential Clear criminal and credit record Drivers license and own vehicle Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning
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Financial Planner
4 weeks ago
Western Cape, South Africa Liberty Standard Bank Group Full timeARE YOU AN ENTREPRENEUR? At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals....
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Financial Planner
7 months ago
Cape Town, South Africa Growmatter Financial Planning Full timeAre you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further! We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...
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Financial Planner
1 month ago
Western Cape, South Africa Liberty Standard Bank Group Full timeFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner you will learn to build your practice...
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Para-planner
4 months ago
Western Cape, South Africa BDO South Africa Full time***What this position offers**: - The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings. - The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice. -...
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Financial Planner
6 months ago
Cape Town, South Africa Unique Personnel Full timeJob Title - Financial Planner - Job Number - 73065 - Skills - communication,Networking,Sales - Industry - Financial Planner - City - Cape Town - Job Description - Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk...
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Senior Financial Planner
7 months ago
Cape Town, South Africa Growmatter Financial Planning Full timeOur reputable company is seeking a skilled individual who is eager to grow and take on more clients and more responsibility within our practice. There are long term opportunities and with right skills, aptitude and vision there is a lot more on offer. You would need to be drawn to and excited about the prospect of being a business partner rather than...
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Financial Adviser
3 months ago
Western Cape, South Africa Liberty Standard Bank Group Full timeARE YOU AN ENTREPRENEUR? At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals....
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Financial Advisor
4 days ago
Cape Town, South Africa Bulldog Financial Services Full timeAre you a financial planner who wants to create and build a legacy not just for your clients but for yourself? At Bulldog we believe your legacy is just as important as your clients. Bulldog is an independent financial planning hub for the highly energized and motivated. Bulldog prides itself on building great futures for our financial planners. What we...
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Financial Advisory Consultant
2 months ago
Western Cape, South Africa Liberty Standard Bank Group Full timeARE YOU WAITING? For someone to lead and inspire you For the boss to recognize you For clients to thank you For co-workers to help you For the world to hail you WELL, HERE'S A NEWSFLASH They are waiting for you too As a young achiever, in the early stages of your career, establishing your future is a priority for you. Why not make this a reality for others?...
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Financial Planner
7 months ago
Cape Town, South Africa Blusky Wealth PTY LTD Full timeLarge Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients. Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to...
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Graduate: Planner
4 months ago
Western Cape, South Africa The Foschini Group Full timeAre you a recent graduate ready to jump into the dynamic world of retail? TFG is seeking motivated individuals to join our Graduate Planner Program. This is your opportunity to transition smoothly from student life to a professional career with one of the leading retail companies. **About the Program** Our Graduate Planner Program is designed to help you...
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Graduate: Planner
2 months ago
Western Cape, South Africa The Foschini Group Full timeAre you a recent graduate ready to jump into the dynamic world of retail? TFG is seeking motivated individuals to join our Graduate Planner Program. This is your opportunity to transition smoothly from student life to a professional career with one of the leading retail companies. **About the Program** Our Graduate Planner Program is designed to help you...
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Senior Planner
4 months ago
Western Cape, South Africa The Foschini Group Full time**Key Responsibilities**: - Developing business units strategic, tactical, and operational plans to achieve set targets - Influencing and implementing the merchandise strategy - Management of the range assortments and replenishment - Management of financial metrics & sales trends, developing promotional & range distribution by store & cluster -...
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Financial Planners
7 months ago
Cape Town, South Africa Sagen Advisory Full timeWe, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...
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Financial Adviser
3 months ago
Western Cape, South Africa Liberty Standard Bank Group Full timeFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner you will learn to build your practice...
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Senior Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full time**Job Overview** HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Key Responsibilities:Assist the Senior Private Wealth Manager in the research...
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Wealth Planner
3 months ago
Cape Town, South Africa Liberty Standard Bank Group Full timeAre you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their...
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Planner - Sportscene
2 months ago
Western Cape, South Africa The Foschini Group Full time**Key Responsibilities**: - Influencing and implementing the relevant brand’s merchandise strategy - Financial and strategic management of the various products e.g. product planning, controlling open-to-buy, reviewing weekly & monthly figures - Management of the range assortments and replenishment - Management and implementation of distribution strategy...
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Financial Planner
1 month ago
Cape Town, South Africa Humankind Group Full timeWe have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town.Requirements:3 - 5 years of financial planning experienceExperience managing existing clientsTertiary qualifications: Minimum NQF Level 6 qualificationRE5 - EssentialSolid experience/ record writing business casesExperience in retirement, unit trust, and...
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Financial Planner
3 months ago
Cape Town, South Africa Humankind Group Full timeWe have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Requirements:3 - 5 years of financial planning experienceExperience managing existing clientsTertiary qualifications: Minimum NQF Level 6 qualificationRE5 - Essential Solid experience/ record writing business cases Experience in retirement, unit trust, and...