Financial Planner

Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further! We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...

Excellent opportunity for an experienced Financial Planner to join our client’s small to medium size independent assets management group, our client provides advice to high to ultra high net worth international families. Our client is a global investment company seeking to employ a hard working, strong admin individual to join the team. Our client is...

Job Title - Financial Planner - Job Number - 73065 - Skills - communication,Networking,Sales - Industry - Financial Planner - City - Cape Town - Job Description - Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk...

About Envestpro This role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering and sales process. Envestpro’s passion for...

Our reputable company is seeking a skilled individual who is eager to grow and take on more clients and more responsibility within our practice. There are long term opportunities and with right skills, aptitude and vision there is a lot more on offer. You would need to be drawn to and excited about the prospect of being a business partner rather than...

Job Title: Financial Planner Location: PE Company: Financial Services Job Type: Full-time We are seeking a highly motivated and skilled Financial Planner to join our client's team. The ideal candidate will be responsible for providing financial guidance and advice to clients in order to help them achieve their financial goals and objectives....

Are you a financial planner who wants to create and build a legacy not just for your clients but for yourself? At Bulldog we believe your legacy is just as important as your clients. Bulldog is an independent financial planning hub for the highly energized and motivated. Bulldog prides itself on building great futures for our financial planners. What we...

Large Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients. Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to...

Large Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients. Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to...

**Job Overview** HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Key Responsibilities:Assist the Senior Private Wealth Manager in the research...

The Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.

**Tasks** - Accurately assess clients needs, objectives and risk tolerance and formulate an effective financial plan strategy and/or risk management strategy. - Provide advice required to clients, including subsequent advice to current clients. - Ensure all client data is recorded using the business systems and procedures. - Formulate effective financial...

Our client is seeking a **Senior** **Financial Planner**for there Sanlam franchise based in **Century City** Cape Town. 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...

Finding 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 will learn to build your practice...

**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client's team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients. Responsibilities: - Conduct in-depth consultations with clients to assess their financial...

**Toy Kingdom Planner** **Position Type**: Full-Time **Function**: Planning **Position Description**: Planner An exciting and challenging position has become available in the Planning Department of Toy Kingdom for a Merchandise Planner. As a Planner, you will create and develop the financial plan through effective category & demand forecasting for the...

We, Sagen Advisory, are recruiting several **Financial Planners** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either build...

Location: Newlands, Cape Town, Western Cape Remuneration: R25 000.00 basic + commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice....

Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...