Financial Planners

4 weeks ago

Gqeberha, South Africa PPS Ltd Full time

PPs offers a comprehensive suite of financial, investment, and healthcare products that are specifically tailored to meet the needs of graduate professionals. PPS is a licensed insurer conducting life insurance business, a licensed controlling company, and an authorized FSP. For more information, visit Role Description This is a full-time on-site role for a Financial Planner located in Port Elizabeth. The Financial Planner will be responsible for providing comprehensive financial planning services, developing personalized financial plans, offering retirement planning advice, and ensuring clients’ financial goals are met. Day-to-day tasks include meeting with clients, analyzing their financial situations, preparing financial plans, and recommending appropriate financial products and services. Qualifications Financial Planning and Personal Financial Planning skills Certified Financial Planner (CFP) designation Experience in Finance and Retirement Planning Strong analytical and problem-solving skills Excellent written and verbal communication skills Ability to work independently and provide client-focused solutions Bachelor's degree in Finance, Economics, or a related field is preferred Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Referrals increase your chances of interviewing at PPS by 2x Get notified about new Financial Planner jobs in Port Elizabeth, Eastern Cape, South Africa. #J-18808-Ljbffr

  • Junior Financial Advisor

    7 days ago

    Gqeberha, South Africa Performit Personnel Full time

    Renowned Company is looking for a Junior Financial Advisor to join their team.Minimum Requirements:Matric qualification is essential.Valid driver’s license and own vehicle is essentialMust have a passion for sales.Must have good communication and people skills.Would suit an individual that wants to pursue a career as a Financial Planner / Advisor.Sales and...

  • Junior Financial Advisor

    7 days ago

    Gqeberha, South Africa Performit Personnel Full time

    Junior Financial Advisor job vacancy in Port Elizabeth. Minimum Requirements: Matric qualification is essential. Valid driver’s license and own vehicle is essential Must have a passion for sales. Must have good communication and people skills. Would suit an individual that wants to pursue a career as a Financial Planner / Advisor. Sales and Marketing...

  • Financial Planner

    7 days ago

    Gqeberha, South Africa Sanlam Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location:Port Elizabeth, Eastern Cape, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have...

  • Executive Financial Planner

    7 days ago

    Gqeberha, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications NQF level 7 Qualification (Advanced Diploma OR Degree) 120 credits or...

  • Retail Category Planner

    3 weeks ago

    Gqeberha, South Africa DotActiv Full time

    At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously...

  • Financial Partner Port Elizabeth

    6 days ago

    Gqeberha, South Africa Headhunters Full time

    Reference: PE -RW-1 Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant, based in Port Elizabeth. A wonderful career opportunity awaits you. Duties & Responsibilities Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services...

  • Financial Advisor Gqeberha

    1 week ago

    Gqeberha, South Africa PPS Full time

    Job Description Purpose of the Job The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope Of The...

  • Fund and Investment Specialist

    2 weeks ago

    Gqeberha, South Africa Old Mutual Full time

    Job title : Fund and Investment Specialist Job Location : Eastern Cape, Port Elizabeth Deadline : December 30, 2025 Job Description This role is a business development role that supports and influences tied financial planners to place business with OM (Wealth, Max, Invest and S&I). The Fund & Investment Specialist (FIS) endeavours to activate and increase...

  • Investment Channel Growth Specialist

    2 weeks ago

    Gqeberha, South Africa Old Mutual Full time

    A leading financial services company is seeking a Fund and Investment Specialist in Gqeberha. This role will empower financial planners to market investment products and requires over 3 years of relevant experience along with strong financial industry knowledge. The ideal candidate will be involved in business development and may require up to 70% travel....

  • Financial Partner Port Elizabeth

    7 days ago

    Gqeberha, South Africa Headhunters Full time

    Reference: PE -RW-1 Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant, based in Port Elizabeth. A wonderful career opportunity awaits you. Duties & Responsibilities Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services...