Financial Planner Administrator

Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning?Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with...

Corporate Financial PlannerHomecomingEx seeks a highly skilled Corporate Financial Planner to join our team. With at least 8 years of experience in financial planning, budgeting, and financial analysis, you will be responsible for developing and implementing comprehensive financial plans that drive business growth and profitability.Main responsibilities...

Senior Financial PlannerHire Resolve's client requires a Senior Financial Planner to join their team. The successful candidate will be responsible for developing and implementing financial plans to support business growth and profitability.Key Responsibilities:Develop and maintain comprehensive financial plans and forecastsProvide financial guidance and...

Job DescriptionThe Senior Financial Planner will be responsible for leading financial planning, analysis, and reporting. This includes developing and implementing financial models, analyzing financial data, and providing recommendations to leadership.Key RequirementsBachelor of Commerce degree with completed articles.At least 5 years' experience in financial...

Job OverviewWe at Liberty Group Ltd are seeking a driven and ambitious individual to join our team as a Financial Planner. In this role, you will have the opportunity to develop your skills and expertise in financial planning and work closely with our clients to help them achieve their financial goals.

We are looking for a talented Senior Financial Planner to lead our financial management team at Prism Placements. As a seasoned professional, you will possess a deep understanding of financial management principles and be able to apply them effectively in a dynamic environment.Your responsibilities will include:Leading a team of financial managersDeveloping...

Required Skills and QualificationsTo be eligible for our Articled Planner Programme, you must hold a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning. You should also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Our ideal candidate is...

Job Title: Estate Planner / Financial PlannerLocation: JohannesburgJob Summary: A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans, and...

Job title : Financial Planner - Avion MOBJob Location : Gauteng, JohannesburgDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and...

Job title : Planner, Financial, ExecutiveJob Location : Gauteng, JohannesburgDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo 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...

Requirements:GeneralMust have excellent knowledge of investment productsPreference for investment management, financial planning, accounting, tax or CFPAt least 2+ years' experience in a financial services environmentKnowledge of the financial services industryFAIS and FICA knowledgeProfessional verbal and written skillsDrivers licence and own vehicleThis...

Were Hiring Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for you Why Join Us? Become part of an accomplished team of Financial Planners at Morebo Group and benefit from...

About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Standard Bank of South Africa Limited. As a key member of our Private Banking division, you will be responsible for providing holistic planning solutions to our clients.Key ResponsibilitiesTo grow your financial planning business by developing and maintaining strong...

Insurance and Wealth Creation Professionals t/a IWCPReference: DBN000206-JC-1Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for successDuties & ResponsibilitiesAs an...

Job DescriptionFor over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it.This role enables a driven and ambitious individual to become a trained...

Job DescriptionThe successful candidate will be responsible for preparing budgets and yearly sales forecasts, reporting on variances from budget and reasons for these variances, evaluating insurance policies, and driving visibility of Inventory, Accounts Payable, and Cash collection. They will also review overdue accounts, drive collections, and analyze...

DetailsLocation: Johannesburg, ZADate: 12 Mar 2025Reference: 136632Job ClassificationCluster: Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory ServicesLocation: JohannesburgClosing Date: 9 December 2024Job FamilySales and ServicesManage Self: TechnicalFAIS AffectedFAIS Affected - YesJob PurposeTo provide...

Job Description Job SummaryWe believe that the way we reach our customers is as important as the product we choose to sell, and following this mission, the required position will be responsible for planning the supply of products in Nigeria, to ensure optimal fill rate and customer satisfaction. Working in the end-to-end planning team and in close...

Programme OverviewWe are seeking a highly skilled and motivated individual to join our prestigious Articled Planner Programme. This 3-year-long programme is designed to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry.The programme offers a...

Ultra Personnel Job OpportunityWe are seeking a skilled Para Planner to join our team and contribute to the growth and success of our clients' businesses. As a Para Planner, you will play a critical role in developing and executing strategies that drive business growth and enhance client relationships.About the RoleThe successful candidate will work closely...