Professional Financial Planner

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...

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...

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...

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.

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...

Are you looking for a challenging career opportunity in a leading financial services company?Old Mutual has something to offer whether you're a graduate or an experienced professional trying to elevate your career.An accredited financial adviser plays a critical role in providing pro-active, on-demand financial service and advice to customers within an...

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...

Job title : Financial Planner Cape TownJob Location : Western Cape, Cape TownDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?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...

Business Segment: Personal & Private BankingWe are seeking a skilled Financial Planner to join our team at Standard Bank of South Africa Limited. As a key player in our bank, you will be responsible for providing tailored financial planning solutions to our private and business banking clients.Key Responsibilities:Develop and implement comprehensive...

Job DescriptionThis role is responsible for leading the financial planning business, providing guidance and support to financial planners. The ideal candidate will have a strong background in finance, with experience managing teams of financial planners.Responsibilities include developing and implementing business strategies, maintaining relationships with...

Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals to businesses of all sizes,...

Key ResponsibilitiesAs a Regional Manager: Financial Planning, your key responsibilities will include:Providing guidance and support to financial planners to enhance service delivery.Ensuring compliance with all regulatory and policy requirements.Overseeing the completion of mandatory training interventions, including FAIS, KYC, product knowledge, risk, and...

Old Mutual South Africa is a leading insurance company with a diverse talent pool that reflects the African opportunity.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team. The role at a glance involves championing valued customers to achieve their lifetime goals by identifying financial...

Urgent: Retail Planner (Montague Gardens) This position requires someone with experience in retail planning, clothing retail experience Key Responsibilities: • Develop and maintain merchandise financial plans for all departments that align with company goals and objectives • Analyze historical sales data and market trends to forecast future sales and...