Financial Planner

Exciting opportunity to join a dynamic organization.POSITION INFO:Our client is a team of financial planning experts looking for a financial para-planner to join their team. If you've got a NQF5 in wealth management or another related finance qualification and a minimum of 2 years of experience in the financial planning industry, and would like to join a...

Financial Planner Job DescriptionFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.As a Financial Planner, you...

Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed decisions for their financial future. No previous experience required. High commission structures and ability to 'grow your own basic salary' with second...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Do you have a passion for financial planning and a desire to make a real impact in people's lives? We are seeking a skilled Financial Planner to join our team at Liberty Group Ltd.Job SummaryThis is an exciting opportunity for a talented Financial Planner to join our team and contribute to our mission of empowering clients to achieve their financial...

Join us at Liberty Group Ltd as a Financial Planner and embark on an exciting career journey. We are looking for individuals who share our passion for delivering exceptional client experiences and want to make a real difference in people's lives.Our CommitmentWe are dedicated to empowering our clients with expert knowledge and guidance to achieve their...

Are you passionate about helping people achieve their financial goals? Do you have a strong background in finance and excellent communication skills? If so, we invite you to apply for the Financial Planner position at Liberty Group Ltd.About the RoleThis is a dynamic and challenging opportunity for a skilled Financial Planner to join our team. You will be...

Talent Sam seeks a Senior Financial Planner to join their team. The successful candidate will be responsible for developing and implementing financial plans that drive business growth.This role involves leading financial planning, budgeting, and ensuring compliance with relevant regulations. You will work closely with senior management to support business...

Administrator Role in Wealth ManagementCA Financial Appointments seeks a skilled Administrator to work with our client in the wealth management industry.Job Description:Gather data from the Astute system for Private Wealth Managers and Para-Planners.Verify takeover completions with providers and chase any outstanding issues.Dispatch Provider Code Application...

About the RoleWe are looking for a talented Senior Financial Planner to join our team. In this role, you will be responsible for providing commercial finance support to the business, including financial planning, budgeting, and forecasting. You will also be required to develop strong business partnerships and collaborate with cross-functional teams to drive...

We are looking for a Financial Planner.Missions :What will make you successful in this role?Assist in growing the Sanlam Connect Business;Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy;Apply knowledge and understanding of market segmentation and customer profiles to...

Articled Financial Planner InternshipReference: PC001616-RC-1Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner.Duties & ResponsibilitiesA recent professional...

At Future Careers, we are seeking a highly skilled Financial Planner to join our team. As a leader in the Insurance industry, we provide comprehensive insurance solutions to individuals and businesses.About the RoleThis is an excellent opportunity for a motivated individual to build a rewarding career in financial services. The successful candidate will play...

Job Description: Financial Planner - UpingtonAssist in growing the Sanlam Connect Business.Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined...

About the RoleWe are seeking a skilled and experienced Professional Financial Planner to join our team. As a key member of our sales force, you will be responsible for providing new and existing clients with expert financial advice, planning, and products tailored to their specific needs and goals.Main Responsibilities:Conduct thorough financial assessments...

Our Ideal CandidateWe are looking for a highly skilled High Net Worth Financial Planner to join our team at Headhunters. As a seasoned professional, you will have a proven track record of success in providing personalized financial planning services to high net worth individuals. Your expertise in investment planning, risk management, and wealth creation...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Bachelor of Commerce (BCom) or equivalent tertiary qualification, along with...

We are seeking a highly motivated and organized individual to fill the role of Investment Planner.About the PositionAs an Investment Planner, you will be responsible for developing and implementing customized investment strategies for our clients, designed to help them achieve their long-term financial objectives. This will involve conducting thorough...

Standard Bank Financial ConsultantsDurbanville, Western Cape, South AfricaWe need Senior Financial Planners to expand our Financial Affiliate in the Northern suburbs of Cape Town. Branches available are Bellville, Capegate, Brackenfell, Kuilsrivier, Parow, Durbanville, Tyger Manor, and Tyger Valley.Are you frustrated sourcing your own leads and struggling to...

Cape Town, South Africa | Posted on 04/02/2024Origin Financial is one of the biggest IFAs in the South African market. We specialise in customized solutions and advice, tailored to each individual client's financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our...