Financial Planner

1 month ago


Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time
Role Description

This is a full-time remote opportunity for a Personal Financial Advisor to join Truesure Intermediary Services.

The Personal Financial Advisor will be responsible for providing expert financial guidance to clients, helping them with their financial planning, investments, and insurance needs.

Key Responsibilities:

  • Analyze clients' financial situations and develop personalized financial plans
  • Recommend suitable investment strategies and stay updated with the latest financial trends, laws, and regulations
  • Build and maintain long-term client relationships
  • Collaborate with clients to understand their financial goals and objectives

Requirements:

  • Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
  • Strong knowledge of financial products, investment strategies, and tax regulations
  • Excellent communication and interpersonal skills
  • Ability to analyze complex financial data and provide sound recommendations
  • Attention to detail and strong organizational skills

At Truesure Intermediary Services, we value our clients' trust and confidentiality. As a Personal Financial Advisor, you will be expected to maintain the highest level of professionalism and integrity in all your interactions with clients.


  • Financial Planner

    1 month ago


    Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Role Overview Truesure Intermediary Services is seeking a skilled Personal Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and objectives. Key Responsibilities * Provide personalized financial planning and...


  • Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Job Title:Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at Truesure Intermediary Services. Key Responsibilities:Provide financial advice to clients, helping them with their financial planning and investment needs.Analyze clients' financial situations and develop personalized...


  • Polokwane, Limpopo, South Africa Truesure Intermediary Services Full time

    Financial Planning Specialist Truesure Intermediary Services is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives. Responsibilities * Analyze clients' financial...

  • Financial Planner

    5 months ago


    Polokwane, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Contact** - REQ: 133877- Talent Acquisition Consultant: Lerato Sithole- Cluster: Nedbank Wealth- Closing Date: 27 May 2024**Job Family** - Sales and Services **Career Stream** - Sales **Leadership Pipeline** - Manage Self: Technical **FAIS Affected** - FAIS Affected - Yes**Job Purpose** - To provide financial...


  • Polokwane, South Africa Truesure Intermediary Services Full time

    We are looking Experienced Financial Advisor to sell Avbob life Policies. Own transport Good Planner Good Networking skills Opportunity for growth **Education**: - High School (matric) (preferred)


  • Polokwane, South Africa PPS Recruitment Full time

    Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job:This is a...

  • Financial Advisor

    6 months ago


    Polokwane, South Africa VKB Group Full time

    **Introduction** VKB Brokers (Pty) Ltd is one of the leading Agri-brokers operating in the Free State and Limpopo. The brokerage enjoys bargaining power among all major insurers to offer its clients the best value for money. The company is part of the VKB Group and strives toward healthy and modern business practices. VKB Brokers (Pty) Ltd offers employees...


  • Polokwane, South Africa PPS Recruitment Full time

    **Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70%), savings and investments as well as will, tax and estate planning. We are looking for experienced financial planners who are graduates themselves, familiar with servicing degreed...


  • Polokwane, South Africa Truesure Intermediary Services Full time

    We are looking Experienced Team Leader with own car to build a team to sell Avbob life Policies. Own transport Good Planner Good Networking skills Opportunity for growth **Salary**: R4,000.00 - R5,000.00 per month **Education**: - High School (matric) (preferred)


  • Polokwane, South Africa Standard Bank of South Africa Limited Full time

    Job Overview Business Segment: Personal & Private Banking Location: ZA, Greater North Provinces, Polokwane, Nelspruit or Rustenburg To drive the entrepreneur banking objectives (i.e. Lifestyle, Prestige, Middle) for Standard Bank Financial Consultancy (SBFC) within an allocated region (i.e. Limpopo, Mpumalanga & North West) and within laid down regulatory...


  • Polokwane, South Africa Sanlam Full time

    **Who are we?** 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...


  • Polokwane, South Africa Standard Bank of South Africa Limited Full time

    Job Overview Business Segment: Personal & Private Banking Location: ZA, Greater North Provinces, Polokwane, Nelspruit or Rustenburg, Polokwane To drive the entrepreneur banking objectives (i.e. Lifestyle, Prestige, Middle) for Standard Bank Financial Consultancy (SBFC) within an allocated region (i.e. Limpopo, Mpumalanga & North West) and within laid down...


  • Polokwane, South Africa Sanlam Full time

    Who are we? 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...

  • Regional Sales Manager

    5 months ago


    Polokwane, South Africa RCL FOODS Careers Full time

    **At RCL FOODS** we see and do things differently, we think bigger, work smarter and as a team collectively work towards achieving our ambition, to **Grow What Matters!** **RCL** Foods is seeking a **Regional Sales Manager** to join our Food Division. The role will be based in Polokwane and will report to the Divisional Sales Manager. RCL Foods entrusts...