Certified Financial Planner

At Liberty Standard Bank Group, we are seeking a skilled Financial Planner to join our rapidly expanding wealth management salesforce. As a Financial Planner, you will have the opportunity to work closely with clients to help them achieve their personal financial goals.ResponsibilitiesSourcing and meeting potential clientsAnalyse financial information...

2years - Providing direct assistance in knowledge and skills and in setting financial wellness and related goals through face-to-face interactions. - Educating clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning, retirement planning and estate planning. - Providing face-to-face advice...

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

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

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

Join a forward-thinking financial services company dedicated to empowering individuals and families to achieve their financial goals. As a Wealth Planner, you'll work with a dynamic team to deliver tailored financial solutions, build long-term client relationships, and drive meaningful impact in wealth management.Location: Bryanston, Johannesburg, South...

Join a forward-thinking financial services company dedicated to empowering individuals and families to achieve their financial goals. As a Wealth Planner, you'll work with a dynamic team to deliver tailored financial solutions, build long-term client relationships, and drive meaningful impact in wealth management. Location: Bryanston, Johannesburg, South...

The purpose of the role is to serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. **Minimum Qualification**: Relevant Degree in Investment or Economics. Certified Financial Planner. **Experience**: 3 to 5 years...

We are a leading financial services company looking for an experienced and strategic Senior Wealth Planner to join our team. In this role, youll have the opportunity to work closely with high-net-worth clients, providing expert advice and personalised wealth management solutions. If you have a proven track record in wealth planning and a passion for...

About the Role:The role of a Financial Adviser at Old Mutual South Africa involves providing personalized financial advice to customers, empowering them to make informed decisions about their financial futures. This position requires a high level of professionalism, integrity, and excellent communication skills.Responsibilities:Offer expert advice on various...

**Job Overview**: A renowned **financial services group** has an exciting opportunity for a **Maintenance Planner **to assist within their** Engineering and Facilities Services divisions.** **Position Overview**: The main purpose of this position is to **perform day-to-day planning, scheduling and coordination** (issue and follow through on work orders)...

We are a leading financial services company looking for an experienced and strategic Senior Wealth Planner to join our team. In this role, youll have the opportunity to work closely with high-net-worth clients, providing expert advice and personalised wealth management solutions. If you have a proven track record in wealth planning and a passion for...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

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

**Description** Financial Sector Conduct Authority (FSCA) seeks to equip young graduates with knowledge, skills and exposure to the market conduct regulation and supervision, and its role in the economy. The graduate development programme is a structured programme specifically designed to produce a pipeline of competent new entrants in the labour market and...

Job Description and RequirementsA client is seeking a Financial Accountant to join their finance team based in Pretoria.Accounting Function Key ResponsibilitiesThe ideal candidate will have:Qualification and Experience:BCom AccountingSAICA ArticlesMinimum 2 years experience in a similar roleResponsibilities include reconciliations, age analysis, following up...

**Requirements**: - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or RE - Desirable - Knowledge of Financial Service products - Able to start immediately - Good Networking skills - Good Planner - Strong communication and sales ability - Objection handling - Need...

**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...

**_FINANCIAL ADVISOR R26-R30k (neg), PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares & general financial planning etc RELEVANT...

**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...