Assistant Financial Planner

Overview Hire Resolve’s Client is seeking a dedicated and experienced Financial Planner to join their dynamic team. As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop personalised financial plans to help them achieve their goals. You will provide...

**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...

Overview Join our client’s team as a Financial Planner, where you’ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients’ financial situations, understand their long-term goals, and create tailored financial strategies that align with their unique needs. Key responsibilities include working...

Position Overview:The Recruitment Council is seeking a detail-oriented Paraplanning Support Specialist to support and assist financial planners in their daily activities. As a finance expert, the primary role of the Paraplanning Support Specialist will be to enhance the effectiveness of financial planners by managing essential background tasks. This support...

Job Title: Financial Planning AssistantThe Recruitment Council is seeking a skilled Financial Planning Assistant to support our team of financial planners. The ideal candidate will have a strong background in finance and be able to assist with administrative tasks, research, and financial analysis.Key Responsibilities:Conducting administrative tasks,...

**AVI Ltd. **is known for its leading household brands across many categories including: hot beverages, sweet and savory biscuits and snacks, frozen convenience foods, personal care products, cosmetics, shoes, accessories, and fashion apparel. **NATIONAL BRANDS LIMITED** operates 5 manufacturing sites, offering world class manufacturing facilities in Isando...

**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...

Assistant Planner/Buyer required for Manufacturing Company based in Jacobs. **Purpose/Role**: To ensure accuracy and efficiency of the production process with a specific focus on analytical recording and reporting. To deal with customer problems, questions, or concerns by coordinating with the proper company personnel to provide accurate answers for them....

Explore the role: Join our client, A diverse independent group offering Financial services in South Africa who are on the search for a successful Financial Planner to join their dynamic team In this role, you will provide expert financial advice in investment, tax, and insurance to clients. Build, nurture, and expand your client base and achieve sales...

Financial Planner - Wealth Creation SpecialistAs a Financial Planner - Wealth Creation Specialist at Nedbank, you will provide expert financial advice to clients to help them achieve their financial goals and create wealth.Key ResponsibilitiesAnalyse clients' financial situations to determine their financial objectives, risk tolerance, and other relevant...

Professional Financial Planner Based in Durban. L iberty, a leading national financial services organization, is looking to place new talent into their Cape Town team. We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship-...

RPO Recruitment is seeking a Junior Merchandise Planner to join our client in the Retail industry's growing team. As a Recruitment Specialist, our company focuses on delivering unique and tailored solutions to our clients in the corporate industry. In this position, the Junior Merchandise Planner will be tasked with supporting the Merchandise Planner in the...

**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 - 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...

Award winning Advertising Agency seeks a TV Media Planner to join their team. - In possession of a diploma in media planning or marketing studies. - Must have excellent interpersonal, communication, and presentation skills. - Must be analytical and thorough. - Must have high attention to detail - Must have the ability to work in a pressurized environment. -...

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...

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...

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...

We are seeking an experienced Wealth Advisor to support high-net-worth clients with their financial planning needs. As a skilled professional, you will develop tailored financial plans, provide comprehensive financial solutions, and deliver exceptional service to our clients.Key Responsibilities:Client Acquisition & Relationship Management: Cultivate...

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...