Wealth Planner

We are looking for a talented and ambitious Financial Planner Trainee to join our team at Chartered Wealth Solutions.Key ResponsibilitiesAssist experienced financial planners in providing exceptional client serviceGain hands-on experience in financial planning and wealth managementDevelop skills in financial planning software and toolsParticipate in regular...

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...

VACANCY – WEALTH PLANNER / SPECIALIST The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross selling...

We are seeking an Expert Financial Planner Development professional to join our team at Chartered Wealth Solutions.Benefits of the ProgrammeMentorship by experienced CFP professionalsPractical financial planning experienceTraining to develop skills in financial planning software and toolsSalary-based compensation structureLife coaching and leadership...

Our Approach:At PTM Wealth Managers, we take a holistic approach to wealth management, focusing on building strong relationships with our clients. Our team of experts works collaboratively to understand clients' unique needs and goals, developing personalized strategies to achieve financial success.Job Requirements:We are seeking an experienced Financial...

At 90 degrees South (Pty) Ltd, we're seeking a motivated and forward-thinking Financial Planner to join our vibrant team in Sandton. The successful candidate will be responsible for creating, preserving, and transferring generational wealth.Key Responsibilities:Developing and implementing comprehensive financial plans for clientsProviding expert advice on...

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...

We are looking for a Wealth Management Solutions Professional to join our team at the Standard Bank Group. As a key member of our financial planning team, you will be responsible for designing and implementing customized wealth management solutions for our high net worth clients. Your expertise will span estate planning, risk management, and investment...

We are seeking a highly motivated and dedicated Senior Financial Planning Professional to join our team at Chartered Wealth Solutions.Role OverviewThis prestigious Articled Planner 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...

Direct message the job poster from 90 degrees South (Pty) LtdPassionate 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, and boast at...

We are seeking a client-centric professional with an entrepreneurial mindset to join Liberty Standard Bank Group as a Strategic Wealth Solutions Professional.About the RoleAs a key member of our team, you will be responsible for building strong relationships internally and externally to acquire new clients and manage pipeline and workflow.Main...

Insurance and Wealth Creation Professionals t/a IWCPFor 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...

We are passionate about making a lasting impact on people's lives by focusing on the creation, preservation, and transfer of generational wealth. As a Financial Planner at 90 degrees South (Pty) Ltd, you'll have the opportunity to shape your schedule and unlock a world of possibilities in our Commission-based role.About the Role:Delivering tailored financial...

Job Title: Financial Planner / Estate Planner Location: 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: 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 / Estate Planner Location: 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...

About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Morebo Group. As a key member of our team, you will be responsible for delivering expert financial advice and guidance to our clients, helping them to achieve their financial goals and aspirations.Key Responsibilities:Offer expert, all-encompassing financial...

Leadership OpportunityThis Wealth Management Delivery Director role at FNZ offers a unique opportunity for an experienced leader to drive revenue generation, provide intelligence to Sales and Product & Proposition teams, and develop strategic relationships with customers.Main ResponsibilitiesDevelop and maintain exceptional working relationships within FNZ...

Get expert advice on financial planning and wealth management.About TTT Financial GroupWe are passionate about bringing financial clarity to South African families.Job DescriptionThis is a full-time hybrid role for a Senior Financial Planner at TTT Financial Group. The role is located in the Johannesburg Metropolitan Area but allows for some remote work. As...

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...