Executive Financial Planner

Financial PlannerPretoria, GautengBetterhome Group Ltd30.03.2025About Betterhomes Group: Betterhomes Group is a leading real estate and financial services company in South Africa, dedicated to helping individuals and businesses achieve their property and financial goals.Job OverviewA Financial Planner position is available in either Pretoria or Bellville for...

BetterSure Financial Consultants is a dynamic and growing company that provides a range of financial services, including wills and estate planning. We are seeking a Financial Planner - Legacy Management to join our team and help us achieve our goals.In this role, you will be responsible for engaging with clients to promote and sell our wills services, while...

A Financial Planner position available for a leading company within the financial industry.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 and...

A Financial Planner position 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 and...

A Financial Planner position 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 and...

Job DescriptionWe are looking for suitably experienced financial advisors who share our passion for service excellence to join our team & to build a career as a financial planner. The individual will be responsible for growing a client base and will have the ability to market all Sanlam products to medium to high net-worth individual and corporate...

We are looking for a highly skilled Senior Financial Planner Manager to join our team at Standard Bank of South Africa Limited. In this role, you will be responsible for managing a regional team of financial planners, providing expert guidance on financial and estate planning strategies to clients.As a key member of our team, you will work closely with...

Job SummaryWe seek a highly skilled and experienced Digital Portfolio Planner to join our team at Future Africa Consulting.Key ResponsibilitiesManage client relationships, engage telephonically and digitally to understand their financial wellness needs.Participate in sales campaigns to up-sell to the existing client base, showcasing the features and benefits...

Key ResponsibilitiesAs a Professional Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and build wealth over time.You will conduct thorough assessments of clients' financial situations, identify areas for improvement, and develop customized plans to address those...

Job SummaryWe are seeking a highly motivated and results-driven Financial Planner to join our team at VP Wealth Management & Advisory. As a key member of our sales and advisory team, you will be responsible for building and maintaining strong client relationships, providing expert financial advice, and developing customized financial plans.The ideal...

Business OverviewFlink Recruit Pretoria is a leading recruitment agency specializing in placing top talent in various industries, including renewable energy. We are currently seeking a highly skilled Corporate Financial Planner to join our team.Key ResponsibilitiesDevelop and implement financial strategies aligned with business goals in the solar energy...

About the Company:Progressive International is a dynamic and fast-paced organization seeking an experienced Business Financial Planner to join our team. The successful candidate will be responsible for developing and implementing financial plans to achieve business objectives.Key Responsibilities:Develop and implement financial plans to achieve business...

About the RoleWe are seeking a skilled Financial Planner to join our team at 4D Employee Benefits. As a key member of our team, you will play a vital role in providing high-quality financial planning services to our clients.Key ResponsibilitiesFinancial Planning: Assist directors in preparing comprehensive financial plans, reports, and actionable...

Strategic Financial Planning OpportunityWe are seeking a highly experienced Strategic Financial Planner to join our team in the Overberg region. The ideal candidate will have a strong background in financial planning, analysis, and budget preparation.The successful candidate will be responsible for creating business plans, improving internal processes, and...

About Betterhomes GroupBetterhomes Group is a leading real estate and financial services company in South Africa, dedicated to helping individuals and businesses achieve their property and financial goals.With a strong commitment to innovation, customer service, and data-driven decision-making, we provide comprehensive solutions that support sustainable...

Job title: Financial PlannerJob Location: Gauteng, SowetoDeadline: April 03What 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...

As a Senior Financial Planner at Ananzi, you will be responsible for developing and implementing financial strategies to drive business growth. Key responsibilities include:Financial Planning and Analysis:Developing financial models and forecasts to inform business decisionsAnalysing financial data to identify trends and areas for improvementProject...

About the JobWe are seeking a highly motivated and driven individual to join our team as a Financial Planner. As a key member of our team, you will be responsible for understanding clients' financial needs, determining their expenses, income level, insurance coverage, financial objectives, and goals.You will advise clients on insurance coverage, investment...

About UsInnovative Financial Advisor Services is a cutting-edge, well-resourced insurance advisory that empowers clients with tailored and best-of-breed solutions. Our unique approach combines flexibility with zero wastage, delivering exceptional results in the regulated product and fund landscape.Role OverviewThis full-time Senior Financial Advisor role at...

We are seeking a Para Planner for Financial Services to join our team at Ultra Personnel. As a key member of our team, you will be responsible for providing business development support and para planning to the Financial Advisors and the Senior BDM.Your primary focus will be on developing additional business from an existing client base within the...