Financial Planner

A Financial Planner position is available for a leading company within the financial industry.Your Education:Experience Required: Minimum of 3 years relevant experience; Proficient in Afrikaans, both written and verbal communication.Knowledge:Proficient on Microsoft Windows (advanced level in Excel); Building financial models in Excel; Estate Planning tax...

Unlock Your Potential: Become a Financial Planner with Hereford (Liberty / Standard Bank Group)Do you have a business mindset and a drive for success? Ready to turn your passion for entrepreneurship into a fulfilling career in finance?As a Financial Planner, you will have the opportunity to shape your future and the future of your clients.Minimum...

About Us: Liberty Group South Africa is a leading insurance company dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and integrity, we provide personalized financial solutions tailored to our clients' needs.We are seeking dynamic and experienced Financial Planners with 2-5 years of industry experience to...

Nichehr Global is committed to delivering high-quality products, and we need an experienced Senior Financial Planner to help us achieve this goal.Job Summary:The Senior Financial Planner will be responsible for overseeing the development and implementation of our financial planning and budgeting processes. They will also coordinate audits, risk assessments,...

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 ClassificationRequisition - 136632 - Melissa CloeteCluster - Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory ServicesLocation - JohannesburgClosing Date - 9 December 2024Job Family - Sales and ServicesCareer Stream - Sales Leadership PipelineManage Self: TechnicalFAIS Affected - YesJob PurposeTo...

Platinum TalentWe are seeking an experienced Senior Financial Planner to join our esteemed clients in the financial services sector.This role focuses on delivering comprehensive long-term financial advice to clients, meeting regulatory standards.The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions...

Insurance and Wealth Creation Professionals t/a IWCPReference: DBN-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 independent...

Job Location : Gauteng, JohannesburgDeadline : April 03, 2025What 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 requirements.Undertake the procurement of sustainable business of a high quality, in accordance with the...

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.This role enables a driven and ambitious individual to become a trained Financial...

Financial Advisor / Wealth PlannerIf you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism, and networking skills, you may have all the qualities required to represent Liberty.We are looking for motivated individuals to join our team.What you must have to apply for this amazing...

Job DescriptionA Financial Planner position is available for a leading company within the financial industry.Company OverviewThis is an exciting opportunity to join our team at Hr Options and be part of a dynamic company that prides itself on delivering exceptional results in the financial sector.ResponsibilitiesInvestment Planning: We are seeking a highly...

Job Title: Financial PlannerAbout the Role:This position involves providing comprehensive financial advice to clients, helping them achieve their financial objectives through effective planning and management of their finances.Key Responsibilities:Conduct Thorough Assessments: Analyse clients' financial situations, including income, expenses, assets,...

We're Hiring: Marketing Caller for Financial Planners Are you a confident communicator with a knack for building rapport over the phone? Do you thrive in a results-driven environment? If so, we want YOU on our teamKey Requirements:Target-Driven and Disciplined: A strong focus on achieving and surpassing key performance indicators (KPIs) and targets. Ability...

Randburg, South Africa | Posted on 03/20/2025Category planners play a pivotal role in the success of any business that has its roots in the retail industry. In the case of DotActiv, they help us to transform the in-store experiences of our customers, drive sales and profit, analyse and profile clusters as well as use this information to recommend a...

Job DescriptionCategory planners play a pivotal role in the success of any business that has its roots in the retail industry.In the case of DotActiv, they help us to transform the in-store experiences of our customers, drive sales and profit, analyse and profile clusters as well as use this information to recommend a customer-centric assortment plan to our...

About Liberty Group South Africa: As a leading insurance company, we are committed to helping our clients achieve their financial goals. Our team of experts provides personalized financial solutions tailored to each client's unique needs.We are seeking experienced Financial Planners to join our team. In this role, you will have the opportunity to develop and...

Direct message the job poster from 90 degrees South (Pty) Ltd. We are passionate about making a lasting impact on people's lives by focusing on the creation, preservation, and transfer of generational wealth. We're on the lookout for passionate, forward-thinking individuals who hold an FAIS-aligned NQF5 qualification, have secured their RE5 certification,...

Career OpportunityWe are seeking a seasoned professional to join our team as a Senior Investment Consultant. In this role, you will be responsible for providing expert investment advice to clients, developing strategic business plans, and driving profitable sales volumes.You will work closely with internal stakeholders, including financial planners,...

Financial Planning Specialist: We are seeking an experienced Financial Planner to join our team at Future Careers. As a Financial Advisor, you will be responsible for developing and implementing customized financial plans that meet the unique needs and goals of our clients. Your expertise in financial planning and your ability to build strong relationships...