Financial / Wealth Planner And Advisor

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...

A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...

A Financial Planner position available for a leading company within the financial industry.Your: EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant experience;Proficient in Afrikaans,...

A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...

A Financial Planner position available for a leading company within the financial industry.OverviewWe are seeking an experienced Financial Planner to join our team in South Africa. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key ResponsibilitiesConsolidate and...

Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

Are you a high-performing salesperson looking to take your skills to the next level? We are seeking experienced sales professionals to join our team of financial planners and build a rewarding career with unlimited earning potential.About Concept Wealth HoldingsWe provide comprehensive training and licensing support to help you become a certified financial...

Job DescriptionA Financial Planner position is available for a leading company within the financial industry.About the Role:The successful candidate will be responsible for providing expert financial planning services to clients, ensuring their financial goals and objectives are met.Main Responsibilities:Develop and implement comprehensive financial plans...

Job TitleWe are seeking a skilled and experienced Private Banking Advisor to join our team at Trafalgar Property And Financial Services.Job DescriptionThe successful candidate will be responsible for designing and implementing tailored financial solutions for high-net-worth individuals, including investment strategy and wealth management advice.Key...

We are seeking a dedicated and detail-oriented Wealth Advisor/Assistant to support our Financial Planners in delivering exceptional service to our clients.The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key responsibilities include:Providing...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

5 days ago Be among the first 25 applicants. Direct message the job poster from 1. Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable.The responsibilities include:Providing personalized...

We are looking for a Customised Wealth Management Advisor to provide holistic and bespoke wealth management advice to our clients. As a key member of our wealth management team, you will work closely with clients to understand their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans tailored to...

Company OverviewTrafalgar Property And Financial Services is a leading provider of wealth management and private banking services.Job DescriptionThe Private Banking Advisor will be responsible for providing tailored financial solutions to high-net-worth individuals, including investment strategy and wealth management advice.Required Skills and...

Our client in the Insurance Industry is looking to hire a Wealth Advisor.Duties and ResponsibilitiesOn-Site Resource:Prospecting and closing of new business.Maintaining of existing business.To have a holistic approach to financial advice.Establishing and defining a professional relationship with clientele.Gathering of financial data and the setting of...

About the RoleThe Private Banking Advisor will be responsible for delivering exceptional client service and building long-term relationships with high-net-worth individuals.Key ResponsibilitiesConduct thorough needs analysis and develop personalized financial plans for clients.Provide ongoing investment advice and portfolio management.Stay up-to-date with...

What We OfferWe offer a competitive salary and benefits package, as well as ongoing training and professional development opportunities.About the Role:The successful candidate will be responsible for providing expert financial planning services to clients, ensuring their financial goals and objectives are met.Main Responsibilities:Develop and implement...

A leading financial services provider, People Dimension, is seeking a highly skilled and experienced Wealth Advisor/Assistant to join their team.The successful candidate will assist Financial Planners in all administrative tasks, including research, proposal preparation, client communication, and reporting.Key responsibilities include:Supporting Financial...