Financial Planner

Job Title: Financial PlannerAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team.Job Summary:The Personal Financial Advisor will be responsible for providing expert financial planning, personalized financial advice, and retirement planning services to our clients.Key Responsibilities:Develop customized...

Key Responsibilities:Develop and implement customized financial plans for clients.Provide expert advice on retirement planning, investment strategies, and wealth management.Conduct thorough financial analysis to identify areas for improvement.Collaborate with clients to set and achieve their financial goals.About the Role:At Cross Wealth Financial Services,...

Job Title: Financial PlannerAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team.Job Summary: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...

Job Title: Financial PlannerAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team.Job Summary: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...

Financial Planner Job DescriptionWe are seeking a highly skilled and motivated Financial Planner to join our team at Sagen Advisory. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Conduct thorough financial analyses to determine clients' financial needs and...

Unlock Your Potential as a Financial PlannerAre you passionate about helping others achieve their financial goals? Do you have a knack for building strong relationships and providing expert advice? As a Financial Planner at Liberty Standard Bank Group, you will play a vital role in guiding our clients through every step of their financial journey. You will...

We are seeking a highly skilled Financial Planner to join our team at Humankind Group in Cape Town. The ideal candidate will have 3-5 years of experience in financial planning, with a strong track record of managing existing clients and delivering exceptional results. Key qualifications include a minimum NQF Level 6 qualification, RE5 certification, and...

Job SummaryWe are seeking a skilled Financial Planner to join our team at EQ-FIN. As a Financial Planner, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.Key ResponsibilitiesConduct comprehensive financial needs analyses to identify clients' financial...

Exciting Opportunity at Sagen AdvisoryWe are seeking a highly motivated and experienced Financial Planner to join our team at Sagen Advisory. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Sourcing and meeting potential clients to provide expert financial advice...

Exciting Opportunity at Sagen AdvisoryWe are seeking a highly skilled and motivated Financial Planner to join our team at Sagen Advisory. As a leading wealth management business, we offer a dynamic and challenging environment where you can build a successful career.The ideal candidate will have a strong background in finance and a passion for delivering...

About SanlamSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We believe in helping our advisors realise their worth and achieve their career aspirations.Job SummaryWe are seeking a skilled Financial Planner to join our team in Malmesbury. As a Financial Planner, you will...

Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

Financial Planning OpportunityJob Overview: We are seeking a skilled Financial Planner to join our team at Nedbank. As a Financial Planner, you will be responsible for providing expert financial advice and wealth creation strategies to our clients.Key Responsibilities:Analyze clients' financial situations to develop tailored financial plans.Examine and...

Job SummaryWe are seeking a highly skilled and experienced Junior Financial Planner to join our team at The Recruitment Council. As a Junior Financial Planner, you will provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals, and financial needs analyses for both prospective and existing clients of our...

Job SummaryThe Recruitment Council is seeking a highly skilled and experienced Junior Financial Planner to join our team. As a Junior Financial Planner, you will provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals, and financial needs analyses for both prospective and existing clients of the business.Key...

Job Title: Project Cost PlannerThe DLK Group (PTY) Ltd is seeking a highly skilled Project Cost Planner to join our team. As a key member of our project management team, you will play a critical role in ensuring the successful financial planning, budgeting, and cost management of various projects within the organization.Key Responsibilities:Develop and...

Financial Planning Role at Cross Wealth Financial Services**Job Summary**As a Personal Finance Advisor at Cross Wealth Financial Services, you will be responsible for providing expert financial planning and guidance to clients.**Key Responsibilities:*** Develop customized financial strategies to help clients achieve their goals* Analyze financial data to...

We are seeking a skilled Financial Planner to join our team at Liberty Standard Bank Group. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Meet with prospective clients to understand their financial needs and goals.Implement solutions with new clients and review plans with existing...

Financial Planner Role at EQ-FINWe are seeking a skilled and ambitious Financial Planner to join our team at EQ-FIN. As a Financial Planner, you will be responsible for building long-term relationships with clients, providing personalized financial plans, and delivering expert advice on a range of financial products and services.Key Responsibilities:Conduct...

Job OverviewThe role of the Financial Planner involves providing financial expertise and wealth creation advice to Nedbank clients.Key ResponsibilitiesAnalyzing clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial...