Support Financial Planner

Join one of the leading Wealth Manager in Gauteng with your experience in Paraplanning / Support role. Exciting growth opportunities with my client.Responsibilities: Data collection and populating systemsThis includes: Correctly capturing information onto systems (Wealth Explorer, Wealthbox, Timeline, Asset Map). Maintaining and updating this information....

Exciting Opportunity: Join GCI as a Certified Financial PlannerAre you a qualified and ambitious finance professional with expertise in capital gains planning, estate planning, risk management, portfolio management, and tax planning? GCI is currently seeking bright, young individuals like you to join our team as Certified Financial Planners.What We Offer:As...

2023-08-03 - 2023-08-31 Permanent JHB000040 - Financial Services- Gauteng, JHB - Eastern Suburbs - R20 000.00Our client in the Financial Sector, is looking for a Financial Planner - Bedfordview. - Implement instructions as instructed by financial advisors on client files. - Compliance with applicable financial acts, amongst other, FAIS, FICA, POPI, etc. -...

PermanentJHB000040 Financial Services Gauteng, JHB Eastern Suburbs R Our client in the Financial Sector, is looking for a Financial Planner Bedfordview. Implement instructions as instructed by financial advisors on client files. Compliance with applicable financial acts, amongst other, FAIS, FICA, POPI, etc. Must be able to work in a team, and independently....

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

**Position: Senior Financial Planner** **Location: Johannesburg** **Job Function: Personal and Business Banking** **Grading: Middle Management Level** **Job Reports to: Manager, Regional Sales** **Salary: Commission based** **PURPOSE OF THE JOB**: Our client (1 of the top 5 banks in SA) is looking for a SFP to provide appropriate financial and estate...

**Position: Senior Financial Planner** **Location: Johannesburg** **Job Function: Personal and Business Banking** **Grading: Middle Management Level** **Job Reports to: Manager, Regional Sales** **Salary: Commission based** **PURPOSE OF THE JOB**: Our client (1 of the top 5 banks in SA) is looking for a SFP to provide appropriate financial and estate...

Exciting Opportunity: Join the ALDO Team at FrontierCo as a Planner Today! Unleash Your Fashion Retail Planning Potential - Lead, Excel, Succeed! Based in Johannesburg (Parktown). Hybrid model: Mondays, Tuesdays, and Fridays in office; Wednesdays and Thursdays work from home. Occasional local travel required to visit stores and check...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team.Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

For 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 ambitious individual to become a trained Financial...

My client in the Wealth space is seeking a Client Relationship Manager to join their team. **Responsibilities**: - Prepare client files for meetings - Update Xplan per company workflow procedure - Manage diary and control annual review process - Prepare and complete documents as required - Prepare new business and service packs handed to Administration...

Join Our Team at ALDO at FrontierCo! ALDO is currently seeking a Junior Planner to join our dynamic team. As a Junior Planner, you'll play a crucial role in helping us bring our fashion-forward vision to life. **Location and Working Conditions**: - Based in Johannesburg. - Hybrid model: Mondays, Tuesdays, and Fridays in office; Wednesdays and Thursdays...

Financial Planner - (CFP or CFA Preferred)About the company:We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally.About the role:We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion...

Join our GUESS team as a **Merchandise Planner** at FrontierCo and play a crucial role in driving profitability and meeting customer demand within our retail organization. You will strategically forecast sales, manage inventory levels, and develop merchandise plans aligned with our financial goals and market trends. Utilize your analytical prowess, strategic...

Essential Requirements: - Are you currently (or very recently) a Ladieswear or Menswear Merchandise Planner WITHIN a Fashion Retail company/environment? - Do you have 3 to 5 YEARS (or more) experience as a Merchandise Planner? - Have you successfully completed a Degree or 3 Year Diploma in Retail or Finance or similar? - Do you have a proven successful...

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...

Company Overview: Lucas Ash is excited to partner with South Africa's largest and most innovative insurance provider in our search for dynamic Wealth Planners and Financial Planners. By joining this industry-leading organisation, you will have the opportunity to accelerate your career while providing top-tier financial solutions to a diverse client...

**Financial Planner - (CFP or CFA Preferred)** **About the company**: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...