Financial Planner

About Envestpro 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...

Job SummaryWe are seeking a highly skilled Regional Manager: Financial Planning to drive excellence in financial advisory services at Standard Bank Group. This role is crucial in ensuring that our financial planners are equipped to provide high-quality money management and advisory-approved solutions effectively, following the six-step financial planning...

Are you a financial planner who wants to create and build a legacy not just for your clients but for yourself? At Bulldog we believe your legacy is just as important as your clients. Bulldog is an independent financial planning hub for the highly energized and motivated. Bulldog prides itself on building great futures for our financial planners. What we...

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...

JOIN OUR CHAMPIONSHIP TEAM Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner you will...

A well establish investment firm based in Newlands is seeking a Graduate Financial Planner. Duties: Work as part of a professional team in our office Assist the team of Client Portfolio Managers Preparing Investment Proposals Compile Portfolio Analyses Contact prospective clients Follow an established onboarding process to bring on new clients Continuously...

Become a Tumaini Financial Planner and Unlock Endless OpportunitiesJoin Tumaini, a pioneering Property Investment Group in South Africa, and embark on a rewarding career as a Financial Planner. Our unique approach combines cutting-edge technology, expert advice, and personalized support to help you achieve success and make a meaningful impact on your...

Qualifications and SkillsTo succeed in this role, you will need a Bachelor's degree in finance or a related field, RE5 certification, and a Certified Financial Planner (CFP) designation.Key RequirementsA minimum of 3 years' experience in financial planning and advisory services.Strong analytical and problem-solving skills, with the ability to assess complex...

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.

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Are you a talented professional eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your...

**Tasks** - Accurately assess clients needs, objectives and risk tolerance and formulate an effective financial plan strategy and/or risk management strategy. - Provide advice required to clients, including subsequent advice to current clients. - Ensure all client data is recorded using the business systems and procedures. - Formulate effective financial...

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...

Our client is looking to recruit a **Financial Planner & Analyst** to join their team** remotely** from **South Africa** as soon as possible. About the company: Our client is a **hospitality group** of independent craft breweries, food markets, and food and beverage concepts. They produce beer at four sites in **London, United Kingdom,** as well as, most...

Join us at Absa Bank and become a key player in our fast-growing team of financial professionals. As a Wealth Manager, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We offer a competitive salary and bonus structure, as well as opportunities for...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Bachelor of Commerce (BCom) or equivalent tertiary qualification, along with...

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

**Motivation**: Graduate Recruitment Programme continous recruitment We have an exciting opportunity available for a Trainee Planner role on our Merchant Training Programme. As a Fashion Planner, you are the power behind the money. You play a key role in the company’s purchasing environment. As a natural trader, you will utilise your analytical skills,...