Executive Financial Planner
4 weeks ago
Executive Financial Planner Standard Bank Group is a leading Africa‑focused financial services group, an innovative player on the global stage, offering a variety of career‑enhancing opportunities and the chance to work alongside some of the sector’s most talented professionals. We serve individuals, businesses of all sizes, high net worth families, and large multinational corporates and institutions. We’re passionate about creating growth in Africa, bringing true, meaningful value to our clients and the communities we serve, and creating a real sense of purpose for you. Job Description 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 Diploma NQF level 6‑7 Qualification (Advanced Diploma OR Degree) 120 credits or Qualification aligned with FAIS and FSCA requirements RE 5: Representatives Experience 3‑5 years’ experience in a sales environment, specifically intermediary services for banking and insurance categories. Understand Long‑Term insurance products. Understand the bank’s products, processes and systems. No supervision required. Behavioural Competencies Articulating information Convincing people Developing expertise Documenting facts Establishing rapport Examining information Exploring possibilities Following procedures Interacting with people Interpreting data Making decisions Managing tasks Producing output Providing insights Seizing opportunities Showing composure Taking action Thinking positively Understanding people Upholding standards Technical Competencies Financial acumen Financial analysis Financial industry regulatory framework Financial planning Interpreting financial statements Legal compliance Seniority level Mid‑Senior level Employment type Part‑time Job function Finance and Sales #J-18808-Ljbffr
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Financial Planner
4 weeks ago
Johannesburg, South Africa Envestpro Full timeEstablished in , Envestpro is a prominent advisory intermediary business with a mission to empower financial advisors to build successful practices. With a presence across South Africa, including major cities like Johannesburg and Durban, Envestpro serves over 38, clients and intermediates more than 12 billion rands in assets. The company is committed to...
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Financial Planner
2 weeks ago
Johannesburg, South Africa Envestpro Full timeCompany Description Envestpro, established in 1998, is a leading financial advisory intermediary affiliated with Liberty, a part of the Standard Bank Group. Serving over 38,000 clients and managing assets exceeding 12 billion rands, Envestpro provides comprehensive financial planning services. With offices across major South African cities, including...
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Financial Planner
6 days ago
Johannesburg, South Africa Unique Personnel Full time**Job Number** - 67428 **Job Type** - Permanent **Job Title** - Financial Planner **Computer Skills** - MS office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Follow 6 steps in Financial Planning including Needs Analysis- Presentation and negotiations to individuals & Groups Network and...
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Financial Planner
3 weeks ago
Johannesburg, South Africa Hr Options Full timeA well known company within the financial sector is looking for a Experienced Financial Planner : Qualification and experience : Bachelor s degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum...
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FINANCIAL PLANNER
3 weeks ago
Johannesburg, South Africa HR Genie Full timeA well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of 5...
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FINANCIAL PLANNER
2 weeks ago
Johannesburg, South Africa HR Genie Full timeA well known company within the financial sector is looking for an Experienced Financial Planner. Qualifications and Experience Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of...
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Financial Planner
5 days ago
Johannesburg, South Africa Job Placements Full timeA well known company within the financial sector is looking for a Experienced Financial Planner : Qualification and experience : Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of...
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Financial Advisor
2 days ago
Johannesburg, South Africa ASI Financial Services Full time**Position Summary**: As a Financial Planner at ASI Wealth Gauteng, you will be responsible for delivering comprehensive financial planning services to our clients. This includes providing advice on investments, retirement, estate planning, tax planning, and risk management. Your role is critical in helping clients achieve their financial objectives through...
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Experienced Financial Planner
3 weeks ago
Johannesburg, South Africa Executive Placements Full timeLifeCheq is a South African financial advisory and fintech company providing holistic, goal-based, and fully independent financial advice. Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience. Through this partnership model,...
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FINANCIAL PLANNER
3 weeks ago
Johannesburg, South Africa HR Genie Full timeA well known company within the financial sector is looking for a Experienced Financial Planner:Qualification and experience:Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.Minimum of 5...
