Executive Financial Planner

1 month ago


Johannesburg, South Africa 90 Deg South Full time

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 managing your schedule, ongoing support and training opportunities, and access to cutting-edge tools and resources.
Requirements:
Matric Certificate
RE5 Certificate
Recognized NQF 5 qualifications
Critical Skills:
Financial Planning
Wealth Planning
Legacy and Estate Planning
Long Term Insurance
Job Type: Full-time
Experience:

- Financial Planning: 2 years (Required)

License/Certification:

- RE5 Certificate (Required)
- NQF 5 Qualification (Required)

Location:

- Johannesburg, Gauteng (Required)



  • Johannesburg, South Africa 90 Deg South Full time

    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...

  • Senior Travel Planner

    3 weeks ago


    Johannesburg, Gauteng, South Africa Executive Placings Full time

    Job Title: Senior Travel PlannerAbout the Role:We are seeking a highly skilled and experienced Senior Travel Planner to join our team at Executive Placings.Key Responsibilities:Handle inbound bookings to Southern Africa for direct clientsProvide calm and professional interaction with suppliers and travel plannersDesign and plan itineraries creatively and out...

  • Financial Planner

    1 month ago


    Johannesburg, Gauteng, South Africa Nedbank Full time

    Financial Planner RoleJob SummaryNedbank is seeking a skilled Financial Planner to provide expert financial advice and wealth creation solutions to clients.Key ResponsibilitiesAnalyse clients' financial situations to determine their financial goals and objectives.Develop and implement bespoke financial plans to meet clients' needs.Assist clients in...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    At Network Recruitment, we seek a Strategic Financial Planner to join our team. The successful candidate will be responsible for developing and managing comprehensive budgets, forecasts, and financial reports. Key responsibilities include performing detailed cost analysis, collaborating with department heads to monitor financial performance, and ensuring...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Title: Senior Financial PlannerJob Summary: We are seeking a skilled Senior Financial Planner to join our finance team at Network Recruitment. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement financial strategies that drive business growth.Key Responsibilities:Develop and...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job OverviewA leading organization in the financial services industry is currently recruiting for a Senior Financial Planner to join their team of professionals. This is an exceptional opportunity to be trained up in a highly rewarding career that will provide absolute lifestyle freedom as a Senior Financial Planner.The successful candidate will be highly...

  • Financial Planner

    1 month ago


    Johannesburg, Gauteng, South Africa Liberty Full time

    Unlock Your Earning PotentialThis role offers a unique opportunity for a driven and ambitious individual to become a trained Financial Planner.Key Responsibilities:Understand clients' financial needs and goalsDetermine clients' expenses, income, insurance coverage, and risk toleranceProvide advice on insurance coverage, investment planning, and cash...

  • Articled Planner

    1 month ago


    Johannesburg, South Africa Chartered Wealth Solutions Full time

    Have you obtained a Post Graduate Diploma in Financial Planning or an Honours Degree in Financial Planning? Chartered Wealth offers a prestigious Articled Planner Programme for eligible PgDip Financial Planning and Honours in Financial Planning Graduates. We have designed our 3-year-long Articled Planner Programme to equip financial planning graduates with...


  • Johannesburg, South Africa Jobted ZA C2 Full time

    Overview Hire Resolve is currently partnering with several esteemed clients seeking experienced Wealth/Financial Planners to join their teams in South Africa. These roles are ideal for professionals who excel in providing personalized financial guidance, developing comprehensive wealth management solutions, and fostering long-term client relationships. If...


  • Johannesburg, South Africa Morebo Full time

    **Position**:Aspiring and Experienced Financial Planners **Location**:Johannesburg **Company**: Morebo Group **We’re Hiring!** Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for...


  • Johannesburg, Gauteng, South Africa Lexdan Select Full time

    Job Title: Senior Financial PlannerJob Summary:Develop and manage comprehensive financial plans, budgets, and forecasts to drive business growth and improve financial performance.Analyze financial reports, including income statements, balance sheets, and cash flow statements, to identify areas for improvement and recommend strategic solutions.Monitor and...


  • Johannesburg, South Africa 90 Deg South Full time

    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...


  • Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

    We are seeking a motivated and experienced Financial Planner to join our team. As a key member of our organization, you will be responsible for building strong client relationships, assessing financial goals, and providing tailored investment solutions.Job Requirements:Completed Bachelor's degree in Finance (BCom) or a similar field.Currently pursuing...


  • Johannesburg, Gauteng, South Africa Ad Talent Africa Full time

    About UsWe are Ad Talent Africa, a dynamic advertising agency based in Bryanston, with a strong presence in financial services and the public sector.Job OverviewWe are seeking an experienced Strategic Media Planner to join our team. The ideal candidate will have at least 8 years of experience in traditional media planning, with a solid background in working...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job OverviewNetwork Recruitment is seeking a highly skilled Senior Financial Planner to join our client’s team in the food and beverage industry. As a key member of the finance department, you will be responsible for managing budgets and forecasts, preparing financial statements, and conducting variance analysis.Key ResponsibilitiesDevelop and manage...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Role Overview:At Network Recruitment, were seeking a skilled Strategic Financial Planner to join our team and contribute to the financial sustainability of our organization. As a key member of our finance department, you will play a vital role in developing and managing comprehensive budgets, forecasts, and financial reports.Key Responsibilities:Develop and...

  • Financial Planner

    5 months ago


    Johannesburg, South Africa GJM Ultra Holdings (Pty) Ltd Full time

    **Financial Planner - (CFP or CFA Preferred)** **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...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Title: Senior Financial PlannerAbout the Role:Network Recruitment is seeking an experienced Accountant to join our client’s team. As a key member of the finance department, you will play a crucial role in maintaining accurate financial records and ensuring compliance with statutory regulations.Key Responsibilities:Preparation of monthly financial...

  • Wealth Planner

    5 months ago


    Johannesburg, South Africa LucasAsh Full time

    Company Overview: Lucas Ash is excited to partner with South Africa's largest and most innovative insurance provider in our search for dynamic Wealth Planners and Financial Planners. By joining this industry-leading organisation, you will have the opportunity to accelerate your career while providing top-tier financial solutions to a diverse client...


  • Johannesburg, South Africa Liberty Standard Bank Group Full time

    Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...