Financial Planner

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

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...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

My client in the Wealth space is seeking a Client Relationship Manager to join their team. **Responsibilities**: - Prepare client files for meetings - Update Xplan per company workflow procedure - Manage diary and control annual review process - Prepare and complete documents as required - Prepare new business and service packs handed to Administration...

**JOB PURPOSE** The purpose of the Planner is to forecast product needs based on sales histories and develop a product line plan that assures the profitability of a product category. **JOB OBJECTIVES** **Forecasting and budget management** - Accountable for planned revenue, forecast as well as achieving set budget by reviewing product lines and product...

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...

**Retail industry required or FMCG** **Midrand** **Flora industry has an exciting opportunity available for a Senior Planner.** **Key activities include**: - Influencing and implementing the merchandise strategy - Financial and strategic management of the various products e.g. product planning; reviewing weekly and monthly figures - Managing forecasts by...

The Senior Merchandise Planner will join a team that is responsible for the strategic planning of inventory levels to meet demand, drive margin, and reduce liability to achieve financial targets. This role requires experience in E Commerce and Merchandise planning. Factory planning would be beneficial. All demand planning duties, including analyzing...

JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **Responsibilities** An exciting opportunity has become available with a Financial Advice business...

**Requirements**: **General** - Must have excellent knowledge of investment products - Preference for investment management, financial planning, accounting, tax or CFP - At least 2+ years’ experience in a financial services environment - Knowledge of the financial services industry - FAIS and FICA knowledge - Professional verbal and written skills -...

As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided it's clients for over 30 years.Responsibilites: Work with company book of clients to meet and review their portfolio providing professional...

As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided it's clients for over 30 years.Responsibilites:Work with company book of clients to meet and review their portfolio providing professional...

**How you'll role** As the Media Planner, you'll take briefs from clients, and formulate and implement media plans in order to help promote clients' products and services. The company is looking for a strategic media thinker, who is proficient in media planning tools, familiar with the media landscape (ATL and digital), and able to understand and...

As a Mining Planner, you will be a critical part of our mining operations, responsible for developing and optimizing mining plans to ensure the efficient extraction of valuable resources. Your expertise will contribute to the success and sustainability of our mining endeavors. **Key Responsibilities**: - **Mining Plans**: Develop comprehensive and...

Responsibilities: ·         Contact clients to discuss their financial goals and offer them financial services. ·         Design debt liquidation plans which consist of the time frame and priority of payoff ·         Interact with clients to determ... Minimum Requirements: Grade 12 minimum, tertiary qualification will be...

Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

About the Role: We are looking to employ a highly organized and detail-oriented Financial Planning Administrator to join our team. In this role, you will play a vital role in supporting our financial planners and ensuring the smooth administrative processes of our practice. You will be responsible for a variety of administrative tasks, with a specific focus...

**Job Purpose**: Our client a leading wealth firm has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry. **Responsibilities**: - Gather policy information - Research product information - Prepare and implement financial planning and investment proposals - Assess tax/legal implications of...

As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...