Current jobs related to Personal Financial Planning Advisor - Johannesburg, Gauteng - Old Mutual

  • Personalized Wealth Advisor

    2 hours ago

    Johannesburg, Gauteng, South Africa Elysian Wealth Full time

    Elysian Wealth is a dynamic and growing company that offers a range of financial services to individuals and businesses.We are currently seeking a highly skilled Financial Advisor to join our team.The ideal candidate will possess a deep understanding of the investment business, excellent interpersonal skills, and a proven track record of success in financial...

  • Financial Advisor

    3 weeks ago

    Johannesburg, Gauteng, South Africa African Ambition Full time

    Financial AdvisorBasic +Commission+ BenefitsLocation: Gauteng RoleOne of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors.Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and...

  • Financial Advisor

    17 hours ago

    Johannesburg, Gauteng, South Africa Discovery Full time

    About DiscoveryDiscovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Personal Finance Advisor

    2 days ago

    Johannesburg, Gauteng, South Africa Old Mutual Limited Full time

    Are you passionate about helping others achieve their financial goals? Do you have a strong understanding of financial planning and management? If so, we want to hear from you! As a Personal Finance Advisor at Old Mutual Limited, you will play a key role in championing valued customers to achieve their lifetime goals.The ideal candidate will have a...

  • Financial Planning Specialist

    1 day ago

    Johannesburg, Gauteng, South Africa Old Mutual Full time

    We 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...

  • Financial Advisor

    1 week ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

  • Professional Financial Planning Specialist

    5 days ago

    Johannesburg, Gauteng, South Africa PPS Recruitment Full time

    Job DescriptionWe are seeking an experienced professional to fill the role of Financial Advisor. The successful candidate will be responsible for providing financial planning and advisory services to clients and professionals.Key Responsibilities:Developing and implementing personalized financial plans for clientsConducting research and analysis to stay...

  • Financial Planning Expert

    12 hours ago

    Johannesburg, Gauteng, South Africa Discovery Full time

    About DiscoveryDiscovery's core purpose is to empower individuals and enhance their lives.We seek out exceptional professionals who understand our values and share our commitment to making a positive impact.Our dynamic environment enables driven individuals to thrive, while our innovative approach ignites meaningful change in the community.The RoleThis role...

  • Financial Planning Specialist

    2 days ago

    Johannesburg, Gauteng, South Africa Sanlam Full time

    About the Company">Sanlam Developing Markets (SDM) is a leading provider of financial services in the South African market. Our goal is to provide innovative and affordable financial solutions to our clients, covering their needs such as funeral insurance, savings for education, life cover, and personal accident plans.">The Job Description">As a Financial...

  • Personal Finance Advisor Professional

    6 days ago

    Johannesburg, Gauteng, South Africa Old Mutual South Africa Full time

    We are looking for highly skilled and motivated individuals to join our team as Personal Finance Advisor Professionals.In this role, you will work closely with our valued customers to identify their financial needs and provide personalized guidance on how to achieve their goals.To succeed, you will need to possess strong Consultative Selling skills, as well...

  • Financial Advisor

    4 weeks ago

    Johannesburg, Gauteng, South Africa HR Studio Ltd Full time

    Were looking for A highly driven, money hungry, and motivated individual to become a Financial Advisor. You must be outgoing, a people person, and be able to successfully handle a high-pressure environment. Whats the role? You will be responsible for : The role at a glance is about championing our clients valued customers to achieve their lifetime goals by...

  • Financial Planning Specialist

    6 days ago

    Johannesburg, Gauteng, South Africa Sanlam Full time

    Company OverviewSanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to entry-level and emerging middle markets. With a focus on understanding clients' unique needs, SDM offers a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal...

  • Financial Advisor Assistant

    3 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Title: Financial Advisor Support Administrative RoleWe are seeking a dedicated and dynamic individual to join a growing advisory firm as a Financial Advisor Support. This role is primarily administrative, offering a great opportunity for someone with a passion for organization and accuracy to assist financial advisors in managing client portfolios and...

  • Professional Financial Advisor

    4 weeks ago

    Johannesburg, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time

    Job title : Professional Financial Advisor (Johannesburg)Job Location : Gauteng, JohannesburgDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries Role DescriptionThis is a full-time hybrid role as a Financial Advisor at IWCP. As a Financial Advisor, your day-to-day tasks will include providing financial planning advice,...

  • Financial Advisor

    4 weeks ago

    Johannesburg, Gauteng, South Africa Hedz recruitment solutions Full time

    Calling All Qualified Financial AdvisorsAre you ready to level up your career with the #1 Risk Insurance FSP in the Country? Were looking for a rockstar Financial Advisor to join our clients winning teamWhy Them?Full Admin Support Focus on your clients while we handle the rest.Flexi Hours Work smarter, live better.Ongoing Training Stay ahead in the...

  • Financial Advisor

    2 weeks ago

    Johannesburg, Gauteng, South Africa Hedz recruitment solutions Full time

    Calling All Qualified Financial AdvisorsAre you ready to level up your career with the #1 Risk Insurance FSP in the Country? Were looking for a rockstar Financial Advisor to join our clients winning teamWhy Them?Full Admin Support Focus on your clients while we handle the rest.Flexi Hours Work smarter, live better.Ongoing Training Stay ahead in the...

  • Junior Financial Advisor

    10 hours ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Description: Junior Financial AdvisorAre you an aspiring financial professional looking to kickstart your career in the world of financial planning and investment management? This is an exciting opportunity for a Junior Financial Advisor to join a fast-growing financial advisory firm that works with high-net-worth individuals, businesses, and...

  • Financial Planning

    2 weeks ago

    Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Our 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...

  • Senior Financial Planning Specialist

    6 days ago

    Johannesburg, Gauteng, South Africa Oracle Private Wealth Pty Ltd Full time

    At Oracle Private Wealth Pty Ltd, we are committed to delivering exceptional client service through tailored financial solutions. As a key member of our team, the Experienced Paraplanner will play a crucial role in supporting our financial advisor by preparing detailed financial proposals and quarterly reviews, conducting research, and ensuring compliance...

  • Financial Advisor at OneSpark

    3 weeks ago

    Johannesburg, Gauteng, South Africa One Spark Full time

    Are you a Financial Advisor ready to take your career to new heights? Join OneSpark, South Africas most innovative insurance brand, in partnership with Dis-Chem, one of the nations leading healthcare retailers. At OneSpark, were not just about selling insurance were about transforming lives and daring to make the impossible, possible.As a Financial Advisor...

Personal Financial Planning Advisor

2 weeks ago

Johannesburg, Gauteng, South Africa Old Mutual Full time
Opportunities
At Old Mutual, we offer a range of opportunities for career growth and development. As an Associate Financial Advisor, you will have the chance to develop your skills and expertise, take on new challenges, and contribute to our mission of creating a better future for our customers and communities. We offer a competitive salary and benefits package, flexible working arrangements, and opportunities for training and professional development.

About the Role
We are seeking a highly motivated and results-driven individual to join our team as an Associate Financial Advisor. In this role, you will play a critical part in helping our customers achieve their financial goals by providing expert advice, identifying solutions, and implementing effective plans. Your ability to build relationships, communicate effectively, and work collaboratively with colleagues will be essential to your success.

Key Responsibilities
- Identify customers' financial needs and provide personalized advice
- Develop and implement financial plans and solutions that meet customers' needs
- Build and maintain relationships with customers, colleagues, and other stakeholders
- Communicate effectively with customers and colleagues to ensure seamless service delivery
- Collaborate with colleagues to achieve business objectives

Requirements
- Bachelor's degree or high school diploma (Grade 12)
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
- Customer-focused approach
- Action-oriented and proactive mindset