Career in Financial Planning
4 days ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Planner. As a key member of our team, you will be responsible for providing expert advice to clients on achieving their financial goals.
Responsibilities:- Assess clients' financial situations and develop personalized plans to meet their objectives.
- Provide guidance on investment products, insurance solutions, and other areas to help clients achieve their goals.
- Build and maintain strong relationships with clients to ensure they receive exceptional service and support.
- Stay up-to-date with industry trends and regulatory requirements to provide clients with the best possible advice.
- Matric qualification.
- 2 years of sales experience.
- RE 5, FAIS qualification an added advantage.
- Excellent analytical and problem-solving skills required.
- Laptop and software proficiency essential.
We offer a competitive salary, excellent benefits package, and the chance to grow your career in a dynamic and supportive work environment.
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Financial Planning Specialist
4 days ago
Johannesburg, Gauteng, South Africa Liberty Full timeWe 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...
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Financial Planning Specialist
5 days ago
Johannesburg, Gauteng, South Africa Future Careers Full timeWe 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...
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Financial Planning Specialist
4 days ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeAbout 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...
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Senior Financial Planning Professional
17 hours ago
Johannesburg, Gauteng, South Africa Network Finance. Full timeNetwork Finance OpportunityReference: NFU011079-PMA-1An exciting opportunity has arisen for a Financial Planning Analyst to join our team at Network Finance. This 12-month fixed-term contract will provide an ideal platform for the selected candidate to showcase their skills and experience in financial planning and analysis.Duties & ResponsibilitiesThe chosen...
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Financial Planning
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeOur client's mission is to push the boundaries of technology to solve complex problems and help businesses thrive in a digital-first world. They are seeking a Finance Business Partner to collaborate with business units and leadership teams, providing critical financial support and insights that drive strategic decision-making and business performance. In...
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Financial Planning and Analysis Manager
5 days ago
Johannesburg, Gauteng, South Africa Ntice Search Solutions Full timeOpportunity in Abu DhabiOur client, market leader in the mining sector is looking to hire a Financial Planning and Analysis Manager (Expat opportunity on a 2-year renewable contract),based in Abu DhabiThe Financial Planning & Analysis Manager plays a crucial role in the financial health of the organization by overseeing financial planning, budgeting,...
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Manufacturing Financial Director
5 days ago
Johannesburg, Gauteng, South Africa Professional Career Services Full timeJob OverviewWe are seeking a highly experienced and skilled Senior Financial Manager to join our team at Professional Career Services. The ideal candidate will have extensive experience in financial management, particularly in the manufacturing industry.
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Johannesburg, Gauteng, South Africa Curiska Full timeAbout CuriskaCuriska is a dynamic organization that prides itself on delivering exceptional services in the financial sector.Salary and BenefitsThe successful candidate will receive a competitive salary of R15,000 per month.Job DescriptionWe are seeking an ambitious graduate professional to join our team as a Financial Planner Administrator. As a key member...
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Financial Planning Analyst Johannesburg Central
21 hours ago
Johannesburg, Gauteng, South Africa Network Finance. Full timeFinancial Planning AnalystReference: NFU011079-PMA-1Calling all immediately available Financial Planning Analysts with experience in the Healthcare sector An exciting opportunity awaits you to join my client's team on a 12-month fixed-term contract. Apply now and take the next step in your career journey.Duties & ResponsibilitiesMy client, located in...
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Financial Services Professional
4 days ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeThis is a challenging yet rewarding role that requires a deep understanding of the financial services industry and its complexities.You will be responsible for advising clients on their complex financial needs, using your expertise to create personalized plans that meet their objectives.A successful candidate will possess exceptional communication and...
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Director of Financial Planning
1 day ago
Johannesburg, Gauteng, South Africa Embedding Impact Full timeWe 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...
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Johannesburg, Gauteng, South Africa Sanlam Limited Full timeThis career opportunity is available in Sanlam's Digisure business for a skilled Finance Business Partner, who will be based in either Johannesburg or Cape Town.Key ResponsibilitiesThis role will report to the Head: Santam Digisure. The ideal candidate is responsible for financial planning and analysis, financial reporting on business performance, risk and...
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Strategic Financial Planning Manager
3 days ago
Johannesburg, Gauteng, South Africa Decision Inc Full timeWe are seeking a highly skilled FP&A Engagement Manager to join our team within Decision Inc. This individual will play a crucial role in delivering exceptional results for our clients, ensuring they achieve their strategic objectives.Key Responsibilities:Accountability for project delivery and quality assurance.Maintaining strong relationships with clients...
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Financial Planning Manager
1 day ago
Johannesburg, Gauteng, South Africa NicheHR Global Full timeWe are seeking a highly skilled Financial Planning Manager to join our team at NicheHR Global. As a key member of our finance department, you will be responsible for overseeing the financial planning and budgeting processes for our manufacturing plant.The ideal candidate will have 10+ years of experience in financial management, with at least 3 years in...
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Financial Planning Specialist
8 hours ago
Johannesburg, Gauteng, South Africa Old Mutual Full timeWe are seeking a self-motivated and dynamic individual to join our team as an Associate Financial Advisor. This role involves championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound advice, recommending, and implementing suitable plans.Key ResponsibilitiesIdentify customer financial needs and provide...
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Financial Planning Professional
6 days ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeFinancial 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...
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Financial Planning Specialist
7 days ago
Johannesburg, Gauteng, South Africa AlphaWealth Full timeAlphaWealth 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...
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Financial Planning Expert
4 days ago
Johannesburg, Gauteng, South Africa Chartered Wealth Solutions Full timeProgramme 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...
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Financial Planning Specialist
8 hours ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeAbout UsStandard Bank Group is a leading Africa-focused financial services group, committed to creating growth in Africa and bringing true value to our clients. We strive to build a real sense of purpose for our professionals.About the RoleTo provide comprehensive financial planning advice to Private and Business Banking Clients, addressing their complex...
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Financial Planning Specialist
17 hours ago
Johannesburg, Gauteng, South Africa Old Mutual Limited Full timeOld Mutual Limited is a leading insurance company in Africa, seeking self-motivated and dynamic individuals to join its team as Financial Advisors. This role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing suitable financial plans and...