Professional Financial Planner

A Financial Planner position available for a leading company within the financial industry.Experience Required: Minimum of 3 years relevant experience; Proficient in Afrikaans, both written and verbal communication.Knowledge: Proficient on Microsoft Windows (advanced level in Excel); Building financial models in Excel; Estate Planning tax and...

A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...

A Financial Planner position available for a leading company within the financial industry.Your: EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant experience;Proficient in Afrikaans,...

A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...

A Financial Planner position available for a leading company within the financial industry.Your Education:Experience Required:Minimum of 3 years relevant experience;Proficient in Afrikaans, both written and verbal communication.Knowledge:Proficient on Microsoft Windows (advanced level in Excel);Building financial models in Excel;Estate Planning tax and...

A Financial Planner position available for a leading company within the financial industry.Your Education:Experience Required:Minimum of 3 years relevant experience;Proficient in Afrikaans, both written and verbal communication.Knowledge:Proficient on Microsoft Windows (advanced level in Excel);Building financial models in Excel;Estate Planning tax and...

We are seeking a dedicated and detail-oriented Wealth Advisor/Assistant to support our Financial Planners in delivering exceptional service to our clients.The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key responsibilities include:Providing...

Job DescriptionWe are seeking a highly skilled and experienced Personal Assistant to join our team at Bellurbanpace. The successful candidate will provide administrative support to our Financial Planners, ensuring seamless day-to-day operations.Key Responsibilities:Implement administrative processes and controls in the practice, including transactions,...

About the Role:The key purpose of this position is to provide expert financial services to clients or members.The successful candidate will be responsible for identifying, retaining, and growing a client base by implementing PPS financial solutions that meet the needs of eligible professionals.This role involves commission-based financial planning, advice,...

At Sanlam Limited, we're dedicated to building strong relationships with our financial advisors.We believe in empowering our employees to realize their worth and achieve their goals.This role is centered around providing professional and relevant financial advice, planning, and products that meet the unique needs of our clients.The key responsibilities...

Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors.We know that you have hopes for your future – your career, your personal development and of achieving great things.We pride ourselves in helping our financial advisors to realise their...

Sanlam Limited is a leading financial services provider in South Africa, renowned for its strong relationships with financial advisors.We pride ourselves on helping our financial advisors realise their worth and achieve their career aspirations.Our company values respect for individuals and an appreciation for their potential. We believe that every person...

Liberty Group Ltd is a leading financial services provider with over 60 years of experience in serving clients. We pride ourselves on our commitment to understanding the unique needs of each individual, from their first day of work to their retirement.This role offers a rare opportunity for a driven and ambitious individual to become a trained Financial...

Sanlam Limited is one of the top financial services providers in the South African market. We're committed to transformation and embracing diversity, creating a diverse, inclusive and equitable work environment.The role of the Financial Planner is to provide new and existing clients with professional and relevant financial advice, planning and products...

Job DescriptionFor over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it.We've been in it with you.This role enables a driven and ambitious individual to become a trained Financial...

Event Wizards has been helping companies and individuals to make their events memorable and successful since 2004. We have worked with thousands of business and event organizers in South Africa and abroad. Our team of professional event planners and designers are experienced, friendly, and knowledgeable. When it comes to planning events, our system of...

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial...

Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors.We know that you have hopes for your future – your career, your personal development, and achieving great things.We pride ourselves on helping our financial advisors realize their...

We are seeking a highly motivated and results-driven individual to join our team as a Financial Planner. In this role, you will be responsible for providing expert advice and guidance to clients on various financial products and services, ensuring that they receive personalized solutions that cater to their specific needs.You will work closely with other...

Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and...