Certified Financial Planner

Unlock Your Potential as a Financial Planner at Liberty Standard Bank GroupWe are seeking a driven and ambitious individual to join our team as a Financial Planner. As a key member of our Liberty Standard Bank Group, you will have the opportunity to build a successful career in wealth management, working with medium to high net wealth clients to identify and...

Unlock Your Potential as a Financial Planner at Liberty Standard Bank GroupWe are seeking a driven and ambitious individual to join our team as a Financial Planner. As a key member of our Liberty Standard Bank Group, you will have the opportunity to build a successful career in wealth management, working with medium to high net wealth clients to identify and...

Unlock Your Potential as a Financial PlannerAt Liberty Standard Bank Group, we're on a mission to empower individuals to achieve their financial goals. As a Financial Planner, you'll play a vital role in helping our clients secure their financial futures.Key Responsibilities:Create and manage client portfolios, providing tailored financial advice and...

Job Summary:Career Circuit is seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing expert financial planning services to our clients.Key Responsibilities:Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk...

Liberty is Hiring We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance...

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: - 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: - 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...

A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by assessing their financial situation, developing personalized financial plans, and...

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 Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group.Main Responsibilities:Acquire and manage a portfolio of high net worth clientsDevelop and implement comprehensive wealth and financial plansBuild and maintain strong relationships with clients and industry...

Financial Services Requirements:* Grade 12* Degree related to Financial Industry preferred* Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits* Completed the class of business exam* Completed the RE 5 exam* Registered with the FSCA as a full representative* 3 to 5 years experience as a representative rendering financial...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

About Numeral Financial Services GroupWe are a dynamic and innovative financial services company, dedicated to providing exceptional financial solutions to our clients. Our team is passionate about delivering high-quality services and building long-lasting relationships with our customers.Job Title: AccountantWe are seeking a highly skilled and experienced...

**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...

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 expertise, advice and support the financial advisory philosophy and framework across the end-to-end product matrix to achieve our...

**Minimum requirements**: - Knowledge of the Financial Planning industry. - Administrative experience as an assistant to a Financial Advisor. - Good understanding of financial products (investments and life products). - Proficient in Microsoft Word and Excel. - Maths at Matric level would be an advantage. - B Com degree / CFP (Certified Financial Planner)...

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN Starting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options available Industry: Financial Services Requirements: Grade 12 Degree related to Financial Industry preferred Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with...

**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)...