Financial Planner

3 weeks ago


Durban, South Africa Trident Wealth Management Full time

**Company Description**

Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident Wealth Management advisers to give their clients superior support and help them achieve positive outcomes.

**Role Description**

This is a full-time hybrid role for a Financial Planner. The Financial Planner will be responsible for providing personalized financial planning advice, creating financial plans, implementing and monitoring investment portfolios, and preparing reports and proposals for clients. The role will be located in Durban, with some flexibility for remote work.

**Qualifications**
- Financial Planning and Personal Financial Planning skills
- Certified Financial Planner certification
- Solid understanding of finance and proven experience in retirement planning
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills, with a client-first mindset
- Ethical conduct and ability to handle confidential information
- Experience with investment management software and tools
- Bachelor's degree in Finance, Business, Accounting or related field
- Must have RE5

**Experience**:

- advisor: 1 year (preferred)

License/Certification:

- RE5 (required)


  • Financial Planner

    2 weeks ago


    Durban, South Africa Duwalcoe Full time

    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 reward and...


  • Durban, South Africa Old Mutual Full time

    **Responsibilities**: - Develop and implement comprehensive financial plans for clients based on their financial goals and objectives - Provide ongoing investment management and portfolio analysis - Conduct regular reviews of client portfolios and financial plans - Educate clients on financial planning strategies and investment options - Build and maintain...


  • Durban, KwaZulu-Natal, South Africa Stratogo Full time

    Role ProfileThe Corporate Financial Planner will play a pivotal role in shaping the financial strategy of Stratogo. This involves analyzing financial data, identifying trends, and developing recommendations for senior management.Main ResponsibilitiesKey responsibilities of the Corporate Financial Planner include overseeing creditors payments, preparing...


  • Durban, KwaZulu-Natal, South Africa Sanlam Full time

    About the RoleThis position involves working as an Expert Financial Planner to deliver high-quality financial planning and advisory services to clients. As a key member of our team, you will be responsible for building strong relationships with clients and developing tailored solutions to meet their needs.Main ResponsibilitiesYour primary responsibilities as...


  • Durban, South Africa BDO South Africa Full time

    What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing...

  • Financial Planner

    1 week ago


    Durban, South Africa Envestpro Full time

    If you are a driven individual with a strong mix of independence, people skills, enthusiasm and determination, you may have all the qualities required to represent our brand. This is an opportunity to advance your career within one of the major financial services companies in South Africa. We offer a structured, proactive training programme for aspirant...


  • Durban, KwaZulu-Natal, South Africa Ntice Search Solutions Full time

    **Job Overview:**Ntice Search Solutions is seeking a highly skilled Senior Para Planner to provide key support to our Financial Planners in Umhlanga Ridge.The successful candidate will be responsible for providing professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being.

  • Financial Advisor

    7 days ago


    Durban, South Africa NNM Financial Planners Full time

    We at NNM Financial planners are looking to grow our team. We are looking for someone honest, trustworthy, and passionate about financial management. **Requirements**: Bachelor's degree/Diploma RE 5 certification (non-negotiable) Entry-level experience (more is advantageous) Own vehicle ( preferred) We look forward to hearing from you! **Job Types**:...

  • Financial Advisor

    3 weeks ago


    Durban, South Africa Providential Financial Services Full time

    Financial Planner an opportunity to work flexible hours and remotely A Company based in Umhlanga is looking for Financial Advisers to join their team. You may ask yourself why work for? Well below is reasons why - We have the license to sell and market all major service providers - Earn between 70% to 115% commission depending on experience and...


  • Durban, KwaZulu-Natal, South Africa Network Finance. Full time

    Job RequirementsAs a Senior Financial Planner at Network Finance, you will be responsible for:Driving financial performance and providing insightful recommendations to senior management.Developing and implementing effective financial policies and procedures to mitigate risks and enhance operational efficiency.Collaborating with cross-functional teams to...


  • Durban, KwaZulu-Natal, South Africa NEBA Private Clients South Africa Full time

    **About the Role:**We are seeking a skilled Financial Planner Specialist to join our team at NEBA Private Clients South Africa.As a key member of our wealth management team, you will be responsible for building and maintaining strong client relationships, providing expert financial planning solutions, and offering tailored wealth management and investment...


  • Durban, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. 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 or...


  • Durban, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. 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 or...

  • Financial Planner C

    4 weeks ago


    Durban, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals,...


  • Durban, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Basic Salary - Medical Insurance - 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...

  • Financial Planner

    3 weeks ago


    Durban, South Africa Nedbank Full time

    **Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...

  • Financial Planner

    3 weeks ago


    Durban, South Africa Nedbank Full time

    **Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...

  • Merchandise Planner

    3 weeks ago


    Durban, South Africa Rite-Fit Full time

    Merchandise Planner Retail Durban - KwaZulu Natal MERCHANDISE PLANNER - Durban - Clothing Industry A well known Clothing Retailer is seeking the skilled expertise of a Merchandise Planner with an interest in clothing / retail **REQUIREMENTS**: - Minimum 3 years' experience as a Merchandise Planner in the Clothing Industry. - Matric + Relevant...

  • Financial Planner

    2 weeks ago


    Durban, South Africa Armstrong Appointments Full time

    Durban - Posted 19 hours ago **Financial Planner (Financial Advisor/Broker)** 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 advisors who are...

  • Financial Planner

    1 week ago


    Durban, South Africa GJM Ultra Holdings (Pty) Ltd Full time

    **Financial Planner** **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 for...