Professional Financial Planning Specialist

3 days ago


Johannesburg, Gauteng, South Africa PPS Recruitment Full time
Job Description

We are seeking an experienced professional to fill the role of Financial Advisor. The successful candidate will be responsible for providing financial planning and advisory services to clients and professionals.

Key Responsibilities:

  • Developing and implementing personalized financial plans for clients
  • Conducting research and analysis to stay up-to-date with industry trends and product information
  • Building and maintaining strong relationships with clients and colleagues
  • Staying compliant with regulatory requirements and company policies

Requirements:

  • Relevant commercial or industry-specific qualification (NQF level 6 or higher)
  • At least 2 years of experience in the financial services industry
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team


  • Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full time

    Company Overview:We are a leading financial institution in South Africa, committed to providing exceptional banking services to our clients. As a Financial Planning Professional, you will play a critical role in helping us achieve this goal. Job Description: As a Private Banking Specialist, you will be responsible for providing financial and estate planning...


  • Johannesburg, Gauteng, South Africa Standard Bank Group Full time

    Financial Planning RoleThe Standard Bank Group is seeking a skilled Financial Planning Professional to join our team. As a key member of our financial planning department, you will be responsible for delivering holistic planning solutions to Private & Business Banking clients. Your expertise in estate planning, risk planning, business assurance, and local...


  • Johannesburg, Gauteng, South Africa Future Careers Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Future Careers. As a key member of our organisation, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions.About the RoleThe successful candidate will be responsible for conducting thorough financial...


  • Johannesburg, Gauteng, South Africa Standard Bank Group Full time

    About UsThe Standard Bank Group is a pioneering financial services institution dedicated to Africa's growth and development. We offer diverse career opportunities, enabling professionals to contribute meaningfully to our mission.Your RoleAs a key member of our team, you will provide personalized financial and estate planning services to Private and Business...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    About the RoleThe company is seeking an experienced financial manager to lead the financial planning and control function. As a key member of the leadership team, you will play a critical role in driving business growth and profitability.Responsibilities:Develop and implement financial plans and strategies that align with business objectives.Provide expert...


  • Johannesburg, Gauteng, South Africa Sanlam Full time

    About the Company">Sanlam Developing Markets (SDM) is a leading provider of financial services in the South African market. Our goal is to provide innovative and affordable financial solutions to our clients, covering their needs such as funeral insurance, savings for education, life cover, and personal accident plans.">The Job Description">As a Financial...


  • Johannesburg, Gauteng, South Africa AlphaWealth Full time

    AlphaWealth is a leading independent wealth management firm that provides tailored investment and wealth planning solutions to high-net-worth individuals, families, and select institutions. The company operates in major financial centers worldwide, including Johannesburg, London, and Geneva.This role involves developing and implementing customized wealth...


  • Johannesburg, Gauteng, South Africa Crayon Full time

    Wealth Management OpportunityCrayon offers a unique opportunity for an experienced Wealth Manager to join their team in Johannesburg. The ideal candidate will have a strong background in financial planning and sales, with a proven track record in wealth management. Key responsibilities include:Key ResponsibilitiesManaging a portfolio of clients and providing...


  • Johannesburg, Gauteng, South Africa Bandwidth and Cloud Services Group (BCS) Full time

    Financial Controller Job OverviewThe Bandwidth and Cloud Services Group (BCS) is seeking a seasoned finance professional to fill the role of Financial Controller. This position requires a dynamic individual with strong technical expertise and leadership capabilities to oversee financial management, reporting, compliance, and strategic planning across...


  • Johannesburg, Gauteng, South Africa Liberty Full time

    We are seeking a driven and ambitious individual to join our team as a Financial Planner. With over six decades of experience, we have helped individuals achieve their financial goals and build successful careers.Key Responsibilities:Understand clients' financial needs and objectives.Determine clients' expenses, income, insurance coverage, and risk...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is a leader in the FMCG industry, seeking a Financial Analyst to support financial planning, reporting, and business performance analysis. This role requires a detail-oriented individual with strong analytical skills to interpret financial data, provide insights, and assist in strategic decision-making.


  • Johannesburg, Gauteng, South Africa Embedding Impact Full time

    We are seeking a results-driven Director of Financial Planning to lead the financial planning and forecasting efforts of our Lending business.ResponsibilitiesDevelop and maintain comprehensive financial plans and forecasts.Support the development of financial models, forecasts, and sensitivity analyses to guide strategic decision-making and business...


  • Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full time

    Programme OverviewWe are seeking a highly skilled and motivated individual to join our prestigious Articled Planner Programme. This 3-year-long programme is designed to equip financial planning graduates with the tools, knowledge, and expertise to succeed as a financial planner in the highly competitive Financial Planning industry.The programme offers a...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    We are seeking an experienced FP&A professional to join our client's team and contribute to their success in the industry.This forward-thinking multinational conglomerate has a strong presence across diverse industries and prides itself on innovation, growth, and creating value globally.The ideal candidate will have a strong analytical mindset and strategic...


  • Johannesburg, Gauteng, South Africa Boikago Group Full time

    Job DescriptionFinancial Feasibility Studies: Conduct thorough financial feasibility studies for potential locally manufactured vehicles and FBU imports, ensuring accurate pricing and adherence to international processes.Product Cost Information: Prepare product cost information for incorporation into corporate budgets and medium-term planning, maintaining...


  • Johannesburg, Gauteng, South Africa Sanlam Full time

    Company OverviewSanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to entry-level and emerging middle markets. With a focus on understanding clients' unique needs, SDM offers a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    An exciting opportunity exists for a seasoned FP&A professional to join a dynamic team and contribute to the success of a global industry leader.This award-winning multinational conglomerate has a strong presence across diverse industries and prides itself on innovation, growth, and creating value globally.The ideal candidate will have a strong analytical...


  • Johannesburg, Gauteng, South Africa HomecomingEx Full time

    A strategic role at HomecomingEx requires a seasoned professional to oversee and drive business performance. The ideal candidate must have at least 8 years of experience in business performance management, planning, budgeting, and financial analysis. An accounting qualification is advantageous.Key responsibilities include reporting on the company's financial...


  • Johannesburg, Gauteng, South Africa Oracle Private Wealth Pty Ltd Full time

    At Oracle Private Wealth Pty Ltd, we are committed to delivering exceptional client service through tailored financial solutions. As a key member of our team, the Experienced Paraplanner will play a crucial role in supporting our financial advisor by preparing detailed financial proposals and quarterly reviews, conducting research, and ensuring compliance...


  • Johannesburg, Gauteng, South Africa Foundation Family Wealth Full time

    At Foundation Family Wealth, we are growing our financial planning business and require the services of a tech-savvy problem solver to support our Client Service and Advice Team. The ideal candidate is a good multi-tasker, pays attention to detail and takes initiative while still adhering to existing processes and procedures.The successful applicant will be...