Executive Financial Planner

Company DescriptionKainos Wealth, established in 2001, is recognized as one of the leading Liberty Group Advisory Partners in the country. With over 50 Liberty Financial Advisers offering more than two centuries of combined financial planning experience, Kainos Wealth provides a robust platform for delivering exceptional client service. The company...

What if your money worked as hard for you as you did to earn it? Thats the power of effective financial planning!We are looking for a Financial Planner to help us put our resources to work strategically, and to create opportunities for growth and stability with a well executed plan. Together, we can also chart a course that will take you from where you are...

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial...

Role PurposeThe purpose of this role is toattract, acquire and retain clientsby designing and delivering afinancial plan which services theirfinancial wellness needs in linewith the growth and engagementstrategy.RequirementsMatric requiredFAIS and advice accredited(preferably RE5 and COB3)Degree in Financial Planning,Business, Finance or...

I am looking for 4 to 8 Financial Advisors/Planners who meet following requirements: Min 1 year of life insurance / investment selling experience RE5 Matric Drivers license & own transport Clear ITC Clear criminal record Duties & Responsibilities The role at a glance is about championing our customers to achieve their lifetime goals by identifying their...

**PURPOSE**: The purpose of this position is the management of loans and cash (i.e., responsible for loans and payments administration on all local and foreign loans, administration of forward exchange contracts and daily cash flow management). It also includes financial planning and budget input (responsible for annual budget funding requirements, annual...

Your financial future isn't built by chance  it's built by choice. Every decision that you make today, will shape the life that you'll live tomorrow. And so, as the Financial Planning Manager, your goal is to help make choices that lead to long-term security, growth, and peace of mind. Money may not grow on trees, but with the right financial strategy, it...

Digital Portfolio PlannerRequirements:Matric requiredFAIS and advice accredited (preferably RE5 and COB3)Degree in Financial Planning, Business, Finance, or Economics (required)Aspirations towards becoming a Certified Financial Planner (CFP)13 years' sales experience in the insurance industryMust be qualified to provide advice under supervision or...

Planner - Solar (WW Solar ) Advert reference: mr_000775 Advert status: Online **Position Summary**: **Industry**:Electricity, Energy & Water Supply **Job category**:Energy and Power Engineering **Location**:Centurion **Contract**:Fixed Term Contract **Remuneration**:Market Related **EE position**:Yes **Introduction**: Planner to develop and maintain...

Role PurposeThe purpose of this role is toattract, acquire and retain clientsby designing and delivering a riskinsurance solution which servicestheir financial wellness needs.Requirements Matric requiredFAIS required qualifications (preferably RE5 and COB3)3 year diploma or degree inFinancial Planning, Business,Finance or Economics minimumNQF level 5...