Wealth Planning Expert

1 week ago


Bloemfontein, Orange Free State, South Africa Absa Group Limited Full time

Absa Group Limited is seeking an experienced Wealth Planning Expert to join our team. As a key contributor to our organization, you will be responsible for providing comprehensive wealth planning solutions to our clients.

Your key responsibilities will include:

  • Advising and creating Trusts either Living or Inter Vivos depending on the needs of the client.
  • Ensuring personal sales targets are met after mutual agreement by management on both Inter Vivos and Living Trusts.

Additionally, you will:

  • Train and coach Relationship Bank, Corporate and Investment Bank, Retail Bank, and all other distribution channels on the knowledge of the product and the implication to tax saving and family protection.
  • Deal with clients both internally and externally on a professional basis to ensure that a high standard of customer service is given.

If you have a passion for helping others achieve their financial goals, and possess excellent communication and relationship-building skills, we encourage you to apply.



  • Bloemfontein, Orange Free State, South Africa Sanlam Limited Full time

    We are seeking a highly motivated and experienced Wealth Management Professional to join our team at Sanlam Limited.As a key member of our team, you will play a critical role in delivering exceptional wealth management services and building strong relationships with our clients.Job DescriptionThe successful candidate will be responsible for:Providing expert...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Group Full time

    Wealth Management StrategyAt Old Mutual, we believe that everyone deserves to achieve their lifetime goals. That's why we're looking for a Wealth Management Advisor to join our team. As a key member of our team, you'll be responsible for developing and implementing wealth management strategies for our clients.ResponsibilitiesDevelop and implement wealth...


  • Bloemfontein, Orange Free State, South Africa Sanlam Limited Full time

    Sanlam Limited is a leading provider of investment planning services, and we are seeking a highly motivated and experienced Investment Planning Expert to join our team.As a key member of our team, you will play a critical role in delivering exceptional investment planning services and building strong relationships with our clients.Job DescriptionThe...


  • Bloemfontein, Orange Free State, South Africa Sanlam Full time

    Job Description:As an experienced Financial Adviser, you will be responsible for providing clients with expert financial guidance and planning services.You will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Using your knowledge and expertise, you will help clients make informed decisions about...


  • Bloemfontein, Orange Free State, South Africa FNB South Africa Full time

    Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.Hello future Private AdvisorWelcome to FNB, the home of the...


  • Bloemfontein, Orange Free State, South Africa Old Mutual South Africa Full time

    We are committed to helping our customers achieve their financial goals while contributing to the improvement of their communities.About the OpportunityThis is an exciting opportunity for a Wealth Management Expert to join Old Mutual South Africa as a Financial Advisor. The role involves providing financial advisory services, financial planning, retirement...


  • Bloemfontein, Orange Free State, South Africa Old Mutual South Africa Full time

    At Old Mutual, we believe in shaping a better future together and providing our employees with the resources to be their exceptional best.About the Job DescriptionThis is a full-time hybrid role for a Financial Advisor at Old Mutual South Africa. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing...


  • Bloemfontein, Orange Free State, South Africa Absa Group Limited Full time

    As a Senior Trust Advisor at Absa Group Limited, you will be responsible for providing expert fiduciary services to clients in the areas of estate planning, wealth management, and trust administration.Key responsibilities include:Providing defined fiduciary end-to-end advisory services on all aspects of estate planning, wealth management, formation and...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Group Full time

    Job SummaryWe are seeking a skilled Investment Planning Consultant to join our team. The successful candidate will be responsible for providing expert financial advice to our clients, identifying their financial needs, and recommending suitable investment plans. Strong communication and interpersonal skills are essential for this role.Key...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Limited Full time

    At Old Mutual Limited, we are committed to empowering our customers to achieve their lifetime goals through expert financial advice and solutions.About Our TeamWe value self-motivated and dynamic individuals who possess a passion for entrepreneurship and a drive to succeed.The role at a glance involves identifying customer financial needs, providing tailored...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Group Full time

    Empowering Financial FuturesAs a Financial Services Specialist at Old Mutual, you will play a vital role in shaping the financial destiny of our customers. Your expertise will help identify their financial needs, provide tailored solutions, and empower them to take control of their financial futures.About UsOld Mutual is a firm believer in the African...


  • Bloemfontein, Orange Free State, South Africa Old Mutual Group Full time

    Risk Management ExpertiseAs a Risk Management Expert at Old Mutual, you'll play a critical role in ensuring the financial security of our clients. You'll be responsible for assessing risk and providing expert advice on how to mitigate it. If you have a passion for risk management and want to make a real difference, we'd love to hear from...


  • Bloemfontein, Orange Free State, South Africa Absa Group Limited Full time

    Job title : Senior Fiduciary Specialist-2Job Location : Free State, BloemfonteinDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryProvide specialist advice and support in the development of tactical strategy and plans. AND/OR provide specialist advise and support in terms of practice formulation and associated...


  • Bloemfontein, Orange Free State, South Africa JustTheJob Full time

    About the RoleWe are a leading mining company based in the Free State Province, and we are seeking an experienced HR Manager: Social Labour Plan to join our team. As an HR expert, you will be responsible for creating a positive work environment that promotes productivity and employee satisfaction.Main Responsibilities:Workforce planning and...

  • Specialist: Legal

    2 weeks ago


    Bloemfontein, Orange Free State, South Africa Absa Group Limited Full time

    Job title : Specialist: Legal & Advisory Trust (FAIS) (Bloemfontein)Job Location : Free State, BloemfonteinDeadline : March 19, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo provide defined fiduciary end-to-end advisory services on all aspects of estate planning, wealth management, formation and  administration  of domestic...


  • Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full time

    Job DescriptionAt Mirna Butler Recruitment, we are seeking an exceptional Occupational Health and Safety Risk Management Expert to join our client's team. This role presents a unique opportunity for a safety-conscious professional with experience in Occupational Health and Safety, strong administrative, and analytical skills.Key ResponsibilitiesConduct...


  • Bloemfontein, Orange Free State, South Africa Old Mutual South Africa Full time

    About the RoleThis is an exciting opportunity to be part of a dynamic team that is passionate about helping customers achieve their financial goals.As a Financial Wellness Advisor, you will be responsible for identifying customer financial needs, providing sound financial advice, and recommending 'fit for purpose' financial plans and...


  • Bloemfontein, Orange Free State, South Africa Sanlam Full time

    Company Overview">Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to entry-level and emerging middle-market clients. SDM offers a wide range of simple and affordable financial solutions covering funeral insurance, savings for education, life cover, and personal accident plans.">Key Responsibilities">Provide...


  • Bloemfontein, Orange Free State, South Africa Sanlam Full time

    Job DescriptionAs a key member of the Sanlam team, you will be responsible for driving sales growth and delivering exceptional customer experiences in our retail branches. Your primary focus will be on developing and implementing strategies to increase customer engagement and loyalty, while also identifying opportunities to improve operational efficiency and...


  • Bloemfontein, Orange Free State, South Africa JustTheJob Full time

    About the RoleThe Plant Supervisor position at Sanlam Developing Markets involves working closely with clients to understand their financial needs and provide tailored solutions to meet their goals.Your primary responsibilities will include:Client Onboarding and SupportWelcome new clients, explain our services, and guide them through the financial planning...