Investment Planner

Job title: Financial PlannerJob Location: Gauteng, CenturionDeadline: March 28, 2025About The JobAbout Kainos Group: Kainos is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, Kainos Wealth is committed to developing financial planners...

About Kainos Group: Kainos is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, Kainos Wealth is committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23...

Job title : Financial PlannerJob Location : Gauteng, CenturionDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAbout Kainos Group: Kainos is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa,...

Job Title: Digital Portfolio PlannerPosition Overview: An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The...

Position Overview : An exciting opportunity has arisen for a Digital Portfolio Planner to join a dynamic and innovative team within a leading organization in the financial services industry. This role is designed for a driven individual with a strong background in financial planning and client relationship management. The successful candidate will engage...

Join our team of experienced financial planners:Kainos Group is seeking a skilled financial planner to join our team. As a financial planner with Kainos Group, you will be responsible for developing and implementing personalized financial plans for clients, as well as providing ongoing support and guidance to help them achieve their financial...

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...

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...

About Kainos Wealth:Kainos Wealth is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. We are the biggest Independent Franchise in South Africa, committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals.Our company culture is...

Join to apply for the Talent Pool Legal Advisor MMH230606-11 role at Guardrisk.Role PurposeProvide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business.RequirementsExperience and QualificationRelevant Law degree (essential)Postgraduate Diploma in Financial Planning...

Job Title: Digital Portfolio PlannerPosition Overview: We are seeking a highly skilled Digital Portfolio Planner to join our dynamic team at The Recruitment Council. This role offers an exciting opportunity for a driven professional with expertise in financial planning and client relationship management.About the Role:Client Engagement & Financial...

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric...

The Wealth Management Specialist is responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients' evolving needs.Key Responsibilities:Strategic Wealth Management:Conduct comprehensive...

Our client, a national Independent Brokerage, is on the lookout for a General Manager. The successful candidate will play a crucial role in fostering a culture of financial planning and advice that strengthens client relationships and drives sustainable business growth.Key Responsibilities:Strategic Growth: Lead the recruitment of footprint owners, aligning...

Job title : Transport Account Manager (Centurion)Job Location : Gauteng, CenturionDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries Purpose of role:The Transportation Account Manager is responsible for overseeing transportation policies,standards and compliance with National Road Freight regulations. This is done in...

Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX )Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing...

**Responsibilities**: - **Client Consultation**: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation. - **Financial Analysis**: Analyze clients' financial data, including income, expenses, investments, and debts, to develop a comprehensive financial overview. - **Developing...

At DotActiv, we pride ourselves on providing the global retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-around better experience. The purpose of our existence is**:“To accelerate the world’s transition to retail sustainability through category management that simultaneously...

The paraplanners take responsibility for **preparing and maintaining detailed client files and records**. The highest compliance and organisational standards are critical to a firm like IW&I and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. Research on advice-related issues to be utilised in...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose This...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Responsible for the...

**RS Recruitment Services** is assisting a well-established organisation in the **FINANCIAL PLANNING** industry to recruit **FINANCIAL RELATIONSHIP BUILDERS **and **FINANCIAL PLANNERS** to be based at their offices in **CENTURION, DURBAN, JOHANNESBURG **and **CAPE TOWN.** Average earnings after probation, approximately R20 000. Good opportunities for...

**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

-Introduction Division: Momentum Investments Business Unit: RISO (Wealth Interaction) Role Type: Permanent Level: Junior Location: Centurion/Cape Town (Hybrid working model) Reporting to: Portfolio Head Wealth Interaction Team Role Purpose Build, strengthen and maintain relationships with Momentum Investments key stakeholders and act as key contact to...

-Introduction Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. MC dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market. Consult is a...

**Introduction** Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s)...

-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Requirements - At least 3...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

-Introduction Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME’s) market. Consult...

Company Description At AECOM, we’re delivering a better world. Whether it’s improving the commute, keeping the lights on, providing access to clean water or transforming skylines, we believe infrastructure has the power to uplift communities and improve people’s lives. Bringing together the best people, ideas, technical expertise and digital...

Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...

Company Description **At AECOM, we’re delivering a better world.** We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...

**Introduction** Through our client-facing brands the Momentum Metropolitan Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their...

Company Description At AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas,...

**Introduction** - Through our client-facing brands the Momentum Metropolitan Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve - their financial goals and life aspirations.We help people grow their...

-Introduction Implementing and contributing to the Momentum Life Digital Retention strategy through proactively creating and maintaining efficiencies in the client’s journey to ensure retention of clients. Role Purpose Engage with clients to determine their requirements and recommend relevant products in order to achieve sales targets and retain...