Financial Planner

3 weeks ago


Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time
Financial Planner Job Description

At Liberty Standard Bank Group, we're seeking a skilled Financial Planner to join our team. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Build relationships with clients and provide objective professional advice on their financial needs.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Stay up-to-date with industry trends and legislation, and provide clients with expert guidance.
  • Provide excellent ongoing customer service to clients.
Requirements:
  • Matric and SA ID number.
  • Minimum of 2 years sales experience.
  • RE Certificate (if you have more than 2 years experience in the industry).
  • Own reliable car (non-negotiable).
  • Valid drivers license.
  • Clear credit and criminal record.

If you're a motivated and driven individual with a passion for finance, we'd love to hear from you. Please email your CV to janeen.jordaan@liberty.co.za to be considered for this exciting opportunity.


  • Financial Planner

    1 month ago


    Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time

    Financial Planner Job DescriptionAt Liberty Standard Bank Group, we're seeking a skilled Financial Planner to join our team. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build relationships with clients and provide objective professional advice on their financial needs.Develop...

  • Financial Planner

    4 weeks ago


    Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time

    Financial Planner Job DescriptionAt Liberty Standard Bank Group, we're seeking a skilled Financial Planner to join our team. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build relationships with clients and provide objective professional advice on their financial needs.Develop...

  • Financial Planner

    1 month ago


    Roodepoort, Gauteng, South Africa Liberty Standard Bank Group Full time

    Financial Planner Job DescriptionAt Liberty Standard Bank Group, we're seeking a highly motivated and professional Financial Planner to join our team. As a Financial Planner, you'll play a crucial role in helping our clients achieve their financial goals and secure their financial futures.Key Responsibilities:Build and maintain strong relationships with...

  • Financial Planner

    2 weeks ago


    Roodepoort, Gauteng, South Africa Sanlam Full time

    Job Title: Financial PlannerSanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. We aim to understand our clients' unique needs and offer a range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and...


  • Roodepoort, Gauteng, South Africa Sanlam Full time

    Job Title: Financial PlannerAbout the Role:Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. We aim to understand our clients' unique needs and offer a range of simple and affordable financial solutions, including funeral insurance, savings for education, life...

  • Planner

    5 months ago


    Roodepoort, South Africa Enshrine Placements Full time

    Planner - Roodepoort - Job ID 3728 Planner needed for a process control and instrumentation company to do all administrative functions, planning and scheduling of the final control services. Planning and scheduling of work associated with customer maintenance contracts. **Position details**: Type: Permanent Reports to: Services Supervisor Primary...

  • Planner

    5 months ago


    Roodepoort, South Africa Enshrine Placements Full time

    **Planner - Roodepoort - Job ID 3728** **Position Details**: Type: Permanent Reports to: Services Supervisor Primary Purpose: Responsible for all administrative functions of the final control services office and the planning and scheduling activities associated with final control services in the region. Responsible for co-ordination to ensure that all...


  • Roodepoort, South Africa McCarthy Consulting Full time

    Planner Final Control Environment - R600 000 CTC P/A Roodepoort Perm Matric Planning & Scheduling Course - Certified MS Projects Certification Familiar with CRM Systems (Example - Maximizer) MS Office Suite - specifically MS Projects 3 years’ experience with Financial System (Example - Sage X3) 3 years’ experience with quote preparations and...


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

    Business Segment: Personal & Private Banking To implement the SBFC Voice & Digital business model and specifically develop and grow its Virtual Advisor arm through Digital transformation ensuring efficient delivery of financial planning services to our clients. To monitor the execution of business processes throughout the Voice & Digital business. To...

  • Planner

    4 months ago


    Roodepoort, South Africa McCarthy Consulting Full time

    ACADEMIC QUALIFICATIONS: - Grade 12 - Planning & Scheduling course - Certified - Certificate is MS Projects EXPERIENCE: - Familiar with CRM Systems (Example - Maximizer) - 3 years’ experience with quote preparations and invoicing, specific to the Final Control Environment - 3 years’ experience with Financial System (Example - Sage X3) - Microsoft...

  • Technical Planner

    4 months ago


    Roodepoort, South Africa Tryon Consultancy Full time

    Planning and scheduling of resources, equipment and materials for all scheduled and unscheduled maintenance, repairs and services of valves Planning and scheduling of work associated with Customer Maintenance Contracts Updating of Shutdown, Turnaround and Outage schedules for all customers in the Region ACADEMIC QUALIFICATIONS: Grade 12 Planning &...

  • Wealth Planner

    1 month ago


    Roodepoort, South Africa Liberty Standard Bank Group Full time

    Leading Liberty Franchise is looking for Sales Entrepreneurs to join their fast growning team Financial or Investment Sales experience Matric and tertiary qualification Must be credit and criminal clear

  • Services Planner

    4 months ago


    Roodepoort, South Africa Automation Control Solutions Full time

    **Job Advert Summary**: Automation Control Solutions is a market leader in Southern Africa in the field of Process Control Instrumentation providing world-renowned products, specialised training, after sales service and technical support. Automation Control Solutions represents Emerson Automation Solutions, in Southern and Eastern Africa Responsible for all...

  • Area Marketer

    5 months ago


    Roodepoort, South Africa RCL FOODS Careers Full time

    **RCL FOODS** is seeking an **Area Marketer** to join our **Vector Logistics Division**. The role will be based in** Roodepoort** and will report into the **Regional Sales Manager**. As an Area Marketer, you will be required to be an effective marketer to area customers by maintaining regular contact and providing relevant solutions based on a clear...


  • Roodepoort, South Africa RCL FOODS Careers Full time

    At **RCL FOODS** we see and do things differently. We think bigger, work smarter, and collectively work as a team to achieve our ambition; MORE food to MORE people, MORE often! **RCL FOODS** is seeking to employ an experienced **Wholesale Representative **for our **Vector Logistics Division**. **RCL FOODS** expects the suitable incumbent to be an effective...

  • Area Marketer

    4 months ago


    Roodepoort, South Africa RCL FOODS Careers Full time

    At **RCL FOODS** we see and do things differently. We think bigger, work smarter, and collectively work as a team to achieve our ambition; MORE food to MORE people, MORE often! **RCL FOODS** is seeking an **Area Marketer (Inland Gauteng)** to join our **Vector Logistics Division**. The role will be based in** Roodepoort** and will report into the **Regional...