Financial Planner Professional

Join us at Liberty Group Ltd as a Financial Planner and embark on an exciting career journey. We are looking for individuals who share our passion for delivering exceptional client experiences and want to make a real difference in people's lives.Our CommitmentWe are dedicated to empowering our clients with expert knowledge and guidance to achieve their...

Join us at Absa Bank and become a key player in our fast-growing team of financial professionals. As a Wealth Manager, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We offer a competitive salary and bonus structure, as well as opportunities for...

Qualifications and SkillsTo succeed in this role, you will need a Bachelor's degree in finance or a related field, RE5 certification, and a Certified Financial Planner (CFP) designation.Key RequirementsA minimum of 3 years' experience in financial planning and advisory services.Strong analytical and problem-solving skills, with the ability to assess complex...

Job SummaryWe are seeking a highly skilled Regional Manager: Financial Planning to drive excellence in financial advisory services at Standard Bank Group. This role is crucial in ensuring that our financial planners are equipped to provide high-quality money management and advisory-approved solutions effectively, following the six-step financial planning...

Financial Planner Job DescriptionFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.As a Financial Planner, you...

A well establish investment firm based in Newlands is seeking a Graduate Financial Planner. Duties: Work as part of a professional team in our office Assist the team of Client Portfolio Managers Preparing Investment Proposals Compile Portfolio Analyses Contact prospective clients Follow an established onboarding process to bring on new clients Continuously...

Are you a talented professional eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your...

Do you have a passion for financial planning and a desire to make a real impact in people's lives? We are seeking a skilled Financial Planner to join our team at Liberty Group Ltd.Job SummaryThis is an exciting opportunity for a talented Financial Planner to join our team and contribute to our mission of empowering clients to achieve their financial...

Are you passionate about helping people achieve their financial goals? Do you have a strong background in finance and excellent communication skills? If so, we invite you to apply for the Financial Planner position at Liberty Group Ltd.About the RoleThis is a dynamic and challenging opportunity for a skilled Financial Planner to join our team. You will be...

Become a Tumaini Financial Planner and Unlock Endless OpportunitiesJoin Tumaini, a pioneering Property Investment Group in South Africa, and embark on a rewarding career as a Financial Planner. Our unique approach combines cutting-edge technology, expert advice, and personalized support to help you achieve success and make a meaningful impact on your...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Bachelor of Commerce (BCom) or equivalent tertiary qualification, along with...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Administrator Role in Wealth ManagementCA Financial Appointments seeks a skilled Administrator to work with our client in the wealth management industry.Job Description:Gather data from the Astute system for Private Wealth Managers and Para-Planners.Verify takeover completions with providers and chase any outstanding issues.Dispatch Provider Code Application...

Company OverviewThe Liberty Group Ltd is a leading provider of financial services, dedicated to helping individuals achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional service and expert advice.We are seeking a highly motivated and results-driven individual to join our team as a Financial...

About the Role:We are a leading provider of financial services solutions, and we are seeking a skilled Wealth Administrator to join our team in Cape Town. As a key member of our operations team, you will play a critical role in supporting our wealth management professionals.Key Responsibilities:Data Entry and Record-Keeping: Accurately enter data into the...

About Our TeamWe are a dynamic team of professionals dedicated to providing exceptional financial advice and solutions to our clients.Job RoleWe are seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for evaluating clients' financial situations, developing tailored financial plans,...

The Financial Services Professional will be responsible for providing high-level accounting support to our clients. This will involve collaboration with portfolio managers, investment directors, and legal & transaction management teams to ensure that all accounting needs are met.Accounting Support:Fund accounting, including the preparation and review of...

About the CompanyCA Financial Appointments is a leading recruitment agency specializing in financial services. We are committed to finding the best candidates for our clients' needs.The RoleWe are seeking a Fund Accountant to join our team, responsible for managing fund accounting functions, including financial reporting, fund expenses, and stakeholder...

Dynamic Fund Accountant WantedCA Financial Appointments is recruiting a talented Fund Accountant to join their client's vibrant team in Cape Town. The ideal candidate will be passionate about fund accounting, with a keen eye for detail and excellent organizational skills.About the Position:The successful applicant will be responsible for managing the...