Financial Planners

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...

Key Responsibilities:Develop and implement customized financial plans for clients.Provide expert advice on retirement planning, investment strategies, and wealth management.Conduct thorough financial analysis to identify areas for improvement.Collaborate with clients to set and achieve their financial goals.About the Role:At Cross Wealth Financial Services,...

Job DescriptionFinancial Planner Opportunity: We are seeking a motivated and skilled individual to join our team as a Financial Planner. As a financial planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct comprehensive financial needs analyses...

ARE YOU AN ENTREPRENEUR? At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals....

A NEW CAREER, start yours today At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial...

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...

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...

Unlock Your Potential as a Financial PlannerAre you passionate about helping others achieve their financial goals? Do you have a knack for building strong relationships and providing expert advice? As a Financial Planner at Liberty Standard Bank Group, you will play a vital role in guiding our clients through every step of their financial journey. You will...

Job SummaryWe are seeking a skilled Financial Planner to join our team at EQ-FIN. As a Financial Planner, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.Key ResponsibilitiesConduct comprehensive financial needs analyses to identify clients' financial...

Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main...

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...

Exciting Opportunity at Sagen AdvisoryWe are seeking a highly motivated and experienced Financial Planner to join our team at Sagen Advisory. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Sourcing and meeting potential clients to provide expert financial advice...

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 your own...

Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their...

Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

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.

Job Title: Project Cost PlannerThe DLK Group (PTY) Ltd is seeking a highly skilled Project Cost Planner to join our team. As a key member of our project management team, you will play a critical role in ensuring the successful financial planning, budgeting, and cost management of various projects within the organization.Key Responsibilities:Develop and...

We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Requirements:3 - 5 years of financial planning experienceExperience managing existing clientsTertiary qualifications: Minimum NQF Level 6 qualificationRE5 - Essential Solid experience/ record writing business cases Experience in retirement, unit trust, and...

We are seeking a skilled Financial Planner to join our team at Liberty Standard Bank Group. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Meet with prospective clients to understand their financial needs and goals.Implement solutions with new clients and review plans with existing...

We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description, this could be the start of an exciting and extremely profitable career with Liberty. A desire to offer professional and personal advice, grit, determination and an entreprenerial flair are just a few of the qualities we seek. Regardless of their...