Financial Planner Administrator

**Job Number** - 67428 **Job Type** - Permanent **Job Title** - Financial Planner **Computer Skills** - MS office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Follow 6 steps in Financial Planning including Needs Analysis- Presentation and negotiations to individuals & Groups Network and...

Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning?Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with...

**Are you energetic, ambitious and looking to develop your career? Our Johannesburg Wealth department is looking to add a Financial Planner to their team. You will have the opportunity to gain cross-border experience with an established brand and assist clients by providing financial advice in multiple jurisdictions. We offer a dynamic and challenging...

Corporate Financial PlannerHomecomingEx seeks a highly skilled Corporate Financial Planner to join our team. With at least 8 years of experience in financial planning, budgeting, and financial analysis, you will be responsible for developing and implementing comprehensive financial plans that drive business growth and profitability.Main responsibilities...

Senior Financial PlannerHire Resolve's client requires a Senior Financial Planner to join their team. The successful candidate will be responsible for developing and implementing financial plans to support business growth and profitability.Key Responsibilities:Develop and maintain comprehensive financial plans and forecastsProvide financial guidance and...

**Job Number** - 67848 **Job Type** - Permanent **Job Title** - Financial Planner **Computer Skills** - Sales,New Cleint Acquisition,Prospecting,Financial Planning,Insurance,Investments,Estate Planning,Finance **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng- Entrepreneurial and ambitious - Has...

Job Title: Financial Services Administrator/assistantJob Location: FourwaysJob Purpose:The Financial Services Administrator will support the financial services team by managing administrative tasks, client communications, and financial documentation. This role is ideal for an ambitious graduate professional eager to grow within the financial planning or...

Our client in Durban is recruiting Financial Planner / Advisors with the following: - At least one year experience within insurance sales - RE5 Certificate - At least 120 fais credits or an NQF Level 5 qualification (approved by the FCSA) - Own Vehicle & Driver's license Applicants from other provinces are welcome to apply. **Job Types**: Full-time,...

Job DescriptionThe Senior Financial Planner will be responsible for leading financial planning, analysis, and reporting. This includes developing and implementing financial models, analyzing financial data, and providing recommendations to leadership.Key RequirementsBachelor of Commerce degree with completed articles.At least 5 years' experience in financial...

**Financial Planner - Gauteng** **Locations for Gauteng Region**: - Welkom, Centurion, Middelburg, Nelspruit- Randfontein, Eastland Mall, Rivonia, Woodmead, Sandown, Fox Street-RRB, Fourways -RRB, NCB, Pretoria North- Digital Advisory Services- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS...

Job OverviewWe at Liberty Group Ltd are seeking a driven and ambitious individual to join our team as a Financial Planner. In this role, you will have the opportunity to develop your skills and expertise in financial planning and work closely with our clients to help them achieve their financial goals.

An ever-growing, market leading concern that has been providing high-quality, trusted and innovative products around the world for over 2 centuries is looking for the skills of a Chartered Accountant to join their team as a Financial Planner. My client has a strong international foot-print and is committed to growing leaders in their organisation. The...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

We are looking for a talented Senior Financial Planner to lead our financial management team at Prism Placements. As a seasoned professional, you will possess a deep understanding of financial management principles and be able to apply them effectively in a dynamic environment.Your responsibilities will include:Leading a team of financial managersDeveloping...

**Position**:Aspiring and Experienced Financial Planners **Location**:Johannesburg **Company**: Morebo Group **We’re Hiring!** Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for...

Required Skills and QualificationsTo be eligible for our Articled Planner Programme, you must hold a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning. You should also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.Our ideal candidate is...

Job title : Financial Planner - Avion MOBJob Location : Gauteng, JohannesburgDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and...

Job title : Planner, Financial, ExecutiveJob Location : Gauteng, JohannesburgDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order...

Job Title: Estate Planner / Financial PlannerLocation: JohannesburgJob Summary: A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans, and...

**Job Duties/Responsibilities will include**: - 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. -...