Financial Planner

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

Overview Join our client’s team as a Financial Planner, where you’ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients’ financial situations, understand their long-term goals, and create tailored financial strategies that align with their unique needs. Key responsibilities include working...

**Responsibilities**: - Develop and implement comprehensive financial plans for clients based on their financial goals and objectives - Provide ongoing investment management and portfolio analysis - Conduct regular reviews of client portfolios and financial plans - Educate clients on financial planning strategies and investment options - Build and maintain...

Explore the role: Join our client, A diverse independent group offering Financial services in South Africa who are on the search for a successful Financial Planner to join their dynamic team In this role, you will provide expert financial advice in investment, tax, and insurance to clients. Build, nurture, and expand your client base and achieve sales...

What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing...

Financial Planner - Wealth Creation SpecialistAs a Financial Planner - Wealth Creation Specialist at Nedbank, you will provide expert financial advice to clients to help them achieve their financial goals and create wealth.Key ResponsibilitiesAnalyse clients' financial situations to determine their financial objectives, risk tolerance, and other relevant...

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...

Professional Financial Planner Based in Durban. L iberty, a leading national financial services organization, is looking to place new talent into their Cape Town team. We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship-...

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

**Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...

**Financial Planner - Durban** - Location: Nedbank Park Square, Cnr Centenary Blvd & Park Avenue, Umhlanga Rocks, Durban.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in...

We are seeking an experienced Wealth Advisor to support high-net-worth clients with their financial planning needs. As a skilled professional, you will develop tailored financial plans, provide comprehensive financial solutions, and deliver exceptional service to our clients.Key Responsibilities:Client Acquisition & Relationship Management: Cultivate...

RPO Recruitment is seeking a Junior Merchandise Planner to join our client in the Retail industry's growing team. As a Recruitment Specialist, our company focuses on delivering unique and tailored solutions to our clients in the corporate industry. In this position, the Junior Merchandise Planner will be tasked with supporting the Merchandise Planner in the...

Durban - Posted 19 hours ago **Financial Planner (Financial Advisor/Broker)** About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisors who are...

**Financial Planner** **About the company**: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. **About the role**: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for...

KwaZulu Natal, Durban **Durban** Leaders in the stationary and gifting industry are seeking a Junior Merchandiser Planner to join their team. The position will suit a Retail Planner / Allocator or anyone who has had experience in dealing with figures or financial data. Support the Marketing Team by analysing retail sales data with the intention of...

Award winning Advertising Agency seeks a TV Media Planner to join their team. - In possession of a diploma in media planning or marketing studies. - Must have excellent interpersonal, communication, and presentation skills. - Must be analytical and thorough. - Must have high attention to detail - Must have the ability to work in a pressurized environment. -...

Under general direction create the department's astute pre-season & in-season store sales plans that meet the store's needs in terms of the correct buy shape per store profile & maximize store sales, clearance and space. Qualifications: 1. Education: 2. Experience: - At least 3 years' experience as a Location planner (excluding time as a Trainee/Junior) -...

Job Title: Merchandise PlannerAt A-Z Business Professionals, we are seeking a highly skilled Merchandise Planner to join our team. As a key member of our retail planning team, you will be responsible for driving sales and profitability through effective category management.Key Responsibilities:Collate and manipulate data for manual input into planning...