Wealth Planning Director

As a Financial Adviser at Lonfin Wealth, you will be responsible for:Providing expert advice on financial planning and wealth management.Assisting clients in achieving their financial goals.Developing and implementing effective investment strategies.Maintaining a strong network of contacts and referrals.Key Skills Required:Extensive sales experience.Strong...

Oasis is seeking a skilled Wealth Planning Specialist to join our team. The successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals and families.Key ResponsibilitiesConduct comprehensive financial analyses to identify areas for improvement and opportunities for growth.Develop...

Join Our Dynamic TeamWe're expanding our team of experienced Financial Planners and seeking ambitious professionals who are passionate about delivering exceptional client service. As a Financial Planner at Confiar Wealth, you'll have the opportunity to build and manage a client base, provide expert financial advice, and develop a profitable practice.Your key...

Lonfin Wealth is an accredited Sanlam Franchise that offers a range of financial products and services.We are seeking talented individuals who can help us deliver exceptional service to our clients.Candidates must have excellent communication and negotiation skills.Ability to work in a fast-paced environment and meet deadlines.Knowledge of financial...

Company: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: No ExperienceEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are hiring for 6 positions open for Financial...

Company: Lonfin WealthDescription:We are specialists in financial planning and wealth management.We provide expert advice on investment, retirement, and wealth creation.Our team is dedicated to helping you achieve your financial goals.Job RequirementsCandidates must have an extensive sales track record or experience in the insurance industry.Must have...

Wealth Management Specialist Shape Your Legacy with Liberty Are you ready to take control of your financial future and help others do the same? If youre driven by success, growth, and the opportunity to build lasting wealth, this is the career for you. At IWCP, were committed to developing the next generation of leaders in wealth and investment management....

About the RoleWe are looking for an experienced Wealth Creation Consultant to provide financial expertise and wealth creation advice to Nedbank clients in Durban.Job DescriptionAnalyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a...

Unlock Your Earning PotentialWe are seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.A Profitable Practice Building opportunity awaits you as you establish and maintain relationships with clients, provide expert financial advice, and...

Mayfly Agri (Pty) Ltd is a leading financial services group in Africa, seeking an experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.Key Responsibilities:Providing guidance and...

Develop a Successful CareerWe're seeking experienced Financial Planners to join our team at Confiar Wealth. As a Financial Planner, you'll play a critical role in building and maintaining relationships with clients, providing expert financial advice, and developing a profitable practice.Your key responsibilities will include:• Client Engagement and...

About the RoleThe successful candidate will report to the Supply Chain Director and be responsible for driving visibility and improvement of customer service experienced by customers and principals.This includes ensuring service aligns with contractual obligations and the cost of service is within agreed parameters.

We are seeking a Wealth Management Consultant to join our team at Oasis. In this role, you will be responsible for managing and growing a portfolio of clients, providing financial planning advice, and generating leads.Key qualifications for this position include a Bachelor's degree in Finance or a related field, being FAIS qualified, and having excellent...

We are looking for a highly motivated and dynamic individual to join our team as a Wealth Management Consultant.About the CompanyOur company is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term financial goals. We offer a comprehensive range of products and services designed to meet the unique...

Absa Group is seeking a Private Wealth Strategist to join its Wealth Advisory team. In this role, you will be responsible for managing and growing a portfolio of high net worth clients, trusts, investment holding companies, and businesses.About the RoleThe successful candidate will provide specialist advice and support in the development of tactical strategy...

Globally, companies are seeking professionals who can effectively manage their finances. As a Financial Advisor at Gayede BlueStar, you will play a vital role in helping businesses and individuals make informed decisions about their money.This position requires a unique blend of financial acumen and interpersonal skills. You will be responsible for providing...

time left to apply End Date: March 24, 2025 (2 days left to apply)job requisition id R21598Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual...

Join Our TeamWe are seeking a talented and ambitious Wealth Management Consultant to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as identifying opportunities for business growth and development.Main Responsibilities:Clients Consultations and Sales: Ensure all client...

The successful incumbent will work for a company that has a passion for delivering high quality customer service as well as developing their staff and investing in their growth.Reporting to the Finance Director, you will support and develop the planning team and ensure accurate and commercially viable resource models. Working with department heads, you will...

The successful incumbent will work for a company that has a passion for delivering high quality customer service as well as developing their staff and investing in their growth.Reporting to the Finance Director, you will support and develop the planning team and ensure accurate and commercially viable resource models. Working with department heads, you will...