Estate Planner

Job title : Senior Planner/SchedulerJob Location : Gauteng, JohannesburgDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionWe are looking for a talented Planner to work on projects in our Real Estate Business Unit. In this role you will apply your advanced planning experience in scheduling, progress...

Our MissionAt the Standard Bank Group, we strive to create lasting value for our clients, employees, and the communities we serve. As a leading financial services provider, we aim to empower Africans by delivering innovative solutions and exceptional service.Job SummaryWe are seeking an experienced Financial Planner to join our team. The successful candidate...

Job title : Planner, Financial, ExecutiveJob Location : Gauteng, JohannesburgDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order...

Job Summary:We are seeking an Estate Planner to join our team. The successful candidate will have a strong background in financial planning and be able to provide expert advice to our clients on estate planning matters. Key Responsibilities: The Estate Planner will be responsible for: Providing financial and estate planning advice to private and business...

Job title : Financial PlannerJob Location : Gauteng, JohannesburgDeadline : March 14, 2025Quick Recommended LinksJobs by Location Job by industries Job DescriptionTo grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide...

Business Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, FourwaysTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.QualificationsNQF level 7 Qualification...

Job Title: Financial Services Administrator/assistantJob Location: FourwaysJob Purpose:The Financial Services Administrator will support the financial services team by managing administrative tasks, client communications, and financial documentation. This role is ideal for an ambitious graduate professional eager to grow within the financial planning or...

Get AI-powered advice on this job and more exclusive features.Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our...

Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals to businesses of all sizes,...

Requirements:GeneralMust have excellent knowledge of investment productsPreference for investment management, financial planning, accounting, tax or CFPAt least 2+ years' experience in a financial services environmentKnowledge of the financial services industryFAIS and FICA knowledgeProfessional verbal and written skillsDrivers licence and own vehicleThis...

About Us:GJM Ultra Brokers is a renowned independent financial brokerage, committed to delivering top-notch financial services and solutions to our esteemed clients. As an accomplished professional financial planner, you will be part of a team that strives to achieve excellence in every aspect of our business.Job Responsibilities:Your key responsibilities as...

About Us:GJM Ultra Brokers is a leading independent financial brokerage, dedicated to providing exceptional financial services and solutions to our clients. As a dynamic and experienced professional financial planner, you will be part of a team that strives to deliver excellence in all aspects of our business.Job Requirements:To succeed in this role, you...

About Us:GJM Ultra Brokers is a leading independent financial brokerage, dedicated to providing exceptional financial services and solutions to our clients. As a dynamic and experienced professional financial planner, you will be part of a team that strives to deliver excellence in all aspects of our business.Salary and Benefits:Basic salary: R 30 000 – R...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made. Responsibilities: Work...

About CuriskaCuriska is a dynamic organization that prides itself on delivering exceptional services in the financial sector.Salary and BenefitsThe successful candidate will receive a competitive salary of R15,000 per month.Job DescriptionWe are seeking an ambitious graduate professional to join our team as a Financial Planner Administrator. As a key member...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for successSalary: Basic R 30 000 – R 40 000 plus commissionRequirements:• Minimum Matric with Tertiary Education in...

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 commission-based role...

**Job Classification** - The Estates Specialist meets with the heirs of the Client that has died, nationally, at an appropriate place (Business/ home / financial planner office). If possible this is with the financial planner present. We try and arrange this meeting as soon as possible after the death certificate is issued. This is a key differentiator in...

**Job Advert Summary**: To set up the Estate administration division and processes and to administer Estates within the PPS Group. The incumbent will perform various administrative, servicing and support functions in Estate administration and act as the liaison with beneficiaries of Estates being administered. The incumbent will also be required to upskill...

Our client, a leading Asset Management Firm, is on the hunt for a Senior Estate Specialist, you will be responsible for winding up the deceased estates (which will mainly include Businesses Interest). Key Outputs: - To meet with interested parties (Accountants, Attorneys, Shareholders, Financial institution's/the Master of the High Court/...

Company Description At Turner & Townsend we’re passionate about making the difference. That means delivering better outcomes for our clients, helping our people to realize their potential, and doing our part to create a prosperous society. Every day we help our major global clients deliver ambitious and highly technical projects, in over 110 offices...

**Company Description**: At Turner & Townsend we’re passionate about making the difference. That means delivering better outcomes for our clients, helping our people to realize their potential, and doing our part to create a prosperous society. Every day we help our major global clients deliver ambitious and highly technical projects, in over 110 offices...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

**Job Number** - 67848 **Job Type** - Permanent **Job Title** - Financial Planner **Computer Skills** - Sales,New Cleint Acquisition,Prospecting,Financial Planning,Insurance,Investments,Estate Planning,Finance **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng- Entrepreneurial and ambitious - Has...

Job title : Financial PlannerJob Location : Gauteng, JohannesburgDeadline : March 14, 2025Quick Recommended Links Jobs by Location Job by industries Job Description To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide...

**Job Duties/Responsibilities will include**: - Providing direct assistance in knowledge and skills and in setting financial wellness and related goals through face-to-face interactions. - Educating clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning, retirement planning and estate planning. -...

**Job Advert Summary**: To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member...

Assist with Business Process Development. Understand the requirement and plan the subsequent System configuration Compile the system requirements and document (system analysis and design): Plan the functionality required for configuration and setup to support the process **Master Data**: Assist the business in compiling master data Conduct the required...

**Qualifications required**: - A degree in a finance related field such as a BCom, BusSc - A wealth management or investment management qualification recognized by the FSCA - A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous **Skills and experience required**: - At least 2 years’...

Key Responsibilities: Client Management: - Conduct comprehensive financial assessments to understand clients; current financial situations, goals, and aspirations. - Oversee and regularly review the portfolio of clients, adhering to established business protocols. - Deliver continuous service excellence to existing clients in line with service standards. -...

**Requirements**: **General** - Must have excellent knowledge of investment products - Preference for investment management, financial planning, accounting, tax or CFP - At least 2+ years’ experience in a financial services environment - Knowledge of the financial services industry - FAIS and FICA knowledge - Professional verbal and written skills -...

**Role Purpose** To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. **Responsibility** - Achieve gross production target as indicated in scorecard. - Achieve previously determined sales targets across the business...

The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure sound financial decisions are made.Responsibilities:Work with...

Job Description To lead the Risk Team in implementing the Risk Strategy by analyzing, managing and mitigating all risks within the Bank Ensure that processes are in place for identification, assessment and managements of risks affecting the segment Risk Manager job spec: Role Purpose Accountable for the support, implementation and management of the risk...

**Company Description** At Turner & Townsend, we are passionate about making the difference. That means delivering better outcomes for our clients, helping our people to realize their potential, and doing our part to create a prosperous society. With more than 6,000 professionals in 112 offices across 45 offices, we help our major global clients deliver...

Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is...

Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client''s financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is...