Financial Planner

Unlock Your Potential as a Financial Planner at Liberty Standard Bank GroupWe are seeking a driven and ambitious individual to join our team as a Financial Planner. As a key member of our Liberty Standard Bank Group, you will have the opportunity to build a successful career in wealth management, working with medium to high net wealth clients to identify and...

Unlock Your Potential as a Financial Planner at Liberty Standard Bank GroupWe are seeking a driven and ambitious individual to join our team as a Financial Planner. As a key member of our Liberty Standard Bank Group, you will have the opportunity to build a successful career in wealth management, working with medium to high net wealth clients to identify and...

Unlock Your Potential as a Financial PlannerAt Liberty Standard Bank Group, we're on a mission to empower individuals to achieve their financial goals. As a Financial Planner, you'll play a vital role in helping our clients secure their financial futures.Key Responsibilities:Create and manage client portfolios, providing tailored financial advice and...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Nedbank. As a key member of our Wealth Management South Africa division, you will play a critical role in contributing to the NFP strategy and business objectives.Key ResponsibilitiesMentor and develop Financial Planners to ensure their growth and...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Nedbank. The successful candidate will be responsible for contributing to the NFP strategy and business objectives, revenue generation and growth, mandate implementation, team development, management and client relationship building to generate...

Job Title: Broker Assistant/ ParaplannerAbout the Role:We are seeking a highly skilled and experienced Broker Assistant/ Paraplanner to join our dynamic team at People Dimension. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners, researching product information, and...

Job Title: Materials Planner/ Supply ChainWe are seeking a highly skilled Materials Planner/ Supply Chain professional to join our team at Synergy Jobs (Pty) Ltd.Job SummaryThe successful candidate will be responsible for executing daily Materials Plans schedules/plan for all production units, capacity planning, KPI reporting, procurement functions, and...

Financial Services Requirements:* Grade 12* Degree related to Financial Industry preferred* Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits* Completed the class of business exam* Completed the RE 5 exam* Registered with the FSCA as a full representative* 3 to 5 years experience as a representative rendering financial...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group.Main Responsibilities:Acquire and manage a portfolio of high net worth clientsDevelop and implement comprehensive wealth and financial plansBuild and maintain strong relationships with clients and industry...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

Join Our Team as a Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Liberty Standard Bank Group. As a Wealth Planner, you will be responsible for managing and acquiring a portfolio of High Net Worth clients, providing excellent service, and building strong relationships with them.Main Responsibilities:Acquire...

About the RoleThis position involves providing expert financial advice to clients, focusing on a specific range of products and allocated markets. The successful candidate will be individually accountable for achieving results through their own efforts.Key ResponsibilitiesProvide tailored financial advice to clients, taking into account their resources and...

Job Title: Senior PlannerForever New South Africa is seeking a highly skilled and experienced Senior Planner to join our team. As a Senior Planner, you will play a critical role in driving business growth and profitability through effective planning, analysis, and execution.Key Responsibilities:Financial Accountability: Ensure accurate and timely financial...

About SanlamSanlam is a leading financial services provider in the South African market, dedicated to building strong, lasting relationships with our financial advisors.Job SummaryWe are seeking a highly skilled and motivated Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing new and existing...

Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planner to join our Wealth Management team at Nedbank. As a key member of our team, you will play a critical role in contributing to the growth and success of our business.Key ResponsibilitiesMentorship and DevelopmentMentor and supervise Financial Planners to ensure their growth and...

Senior Financial Planning Manager: Insurance Industry**Job Summary:**We are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at AtripleA Recruitment and Temps. As a Senior Financial Planning Manager, you will be responsible for developing and implementing effective business sales strategies, providing input on sales...

Job SummaryWe are seeking a highly skilled and experienced Wealth Manager to join our team at FirstRand Bank Limited. As a Wealth Manager, you will be responsible for providing expert financial services and investment advice to high-income clients, with a focus on investments.Key ResponsibilitiesProvide comprehensive financial planning and investment advice...

Job SummaryWe are seeking a highly skilled Materials Planner/ Supply Chain Specialist to join our team at Synergy Jobs (Pty) Ltd. The successful candidate will be responsible for executing daily Materials Plans schedules/plan for all production units, capacity planning, KPI reporting, procurement functions and measure adherence to processes.Key...

Unlock Your Potential with LibertyAt Liberty, we're committed to helping our clients achieve their financial goals. As a driven and ambitious individual, you'll have the opportunity to become a trained Financial Planner and excel in a dynamic and rewarding career.Key Responsibilities:Understand clients' financial needs and goalsDetermine clients' expenses,...

About the RoleWe are seeking a highly skilled and experienced Executive Client Portfolio Manager to join our team at People Dimension. As a key member of our team, you will be responsible for providing exceptional support to our financial planners in an office environment.Key ResponsibilitiesClient Portfolio Administration: You will be responsible for...