Financial Planner

2 months ago


Durban, South Africa Jobted ZA C2 Full time

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 directly with clients to analyze their financial data, offering advice on investments, retirement planning, and risk management. You’ll also monitor and adjust financial plans to ensure clients remain on track to meet their goals. Your expertise in the financial market and ability to foster client relationships will play a critical role in delivering exceptional service.

Requirements:

- Bachelor’s degree in Finance, Accounting, Business, or equivalent; advanced degrees are a plus.
- Proven experience as a Financial Planner or similar role, with a minimum of 3-5 years in the industry.
- Certified Financial Planner (CFP) is preferred.
- Strong understanding of financial planning concepts, investment management, and risk assessment.
- Excellent communication and interpersonal skills for effective client interactions.
- Ability to analyze complex financial data and present findings clearly.
- Proficiency with financial planning software and tools.
- High attention to detail and strong organizational skills.
- Commitment to integrity and ethical practices in financial advising.

Benefits:

- Competitive salary
- Training and Development
- Please contact Lidene Pienaar Finance Recruiter on LinkedIn for further inquiries

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to Financialcareers@hireresolve.za.com

We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

Apply for job


  • Financial Planner

    2 months ago


    Durban, South Africa Jobted ZA C2 Full time

    Overview Hire Resolve’s Client is seeking a dedicated and experienced Financial Planner to join their dynamic team. As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop personalised financial plans to help them achieve their goals. You will provide...

  • Financial Planner

    6 months ago


    Durban, South Africa Trident Wealth Management Full time

    **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...


  • Durban, South Africa Old Mutual Full time

    **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...


  • Durban, South Africa BDO South Africa Full time

    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...


  • Durban, South Africa A1 Financial Services Full time

    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...


  • Durban, South Africa A1 Financial Services Full time

    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...


  • Durban, South Africa A1 Financial Services Full time

    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

    4 months ago


    Durban, South Africa Nedbank Full time

    **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

    6 months ago


    Durban, South Africa Nedbank Full time

    **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...


  • Durban, South Africa RPO Recruitment Full time

    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...

  • Financial Planner

    6 months ago


    Durban, South Africa Armstrong Appointments Full time

    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

    6 months ago


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

    **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...


  • Durban, South Africa Sandi Crowther Recruitment Full time

    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...

  • Media Planner

    7 months ago


    Durban, South Africa Tryon Consultancy Full time

    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. -...


  • Durban, South Africa Mr Price Group Full time

    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) -...

  • Maintenance Planner

    6 months ago


    Durban, South Africa Emaich Personnel Full time

    **Engineering Maintenance Planner**: The main purpose of this position is to perform day-to-day planning, scheduling and coordination (issue and follow through on work orders) within the Engineering and Facilities Services divisions within the Group. **a valid driver’s license Job requirements: N6 Technical Diploma in Engineering, or a National Diploma in...


  • Durban, South Africa Mr Price Group Full time

    R e sponsibilities: Current Trade: E xtract & analyse store KPI's by sub department season. C omplete a draft report highlighting all issues impacting performance. L ead a discussion to develop an action plan that will maximize store sales, clearance & space. C ollaborating with the merchant planner re-forecast in-season store sales to adjust for the...

  • Resource Planner

    6 months ago


    Durban, South Africa Vopak Full time

    Durban Customer Service 40 hours **Description of** **this vacancy**: Start your career as a Resource Planner & Stock Controller at Vopak and contribute to social themes such as energy security and energy transition. We offer you a working environment that is safe and pleasant and where equality, diversity and satisfaction are of paramount...


  • Durban, South Africa Mr Price Group Full time

    Develop an astute preseason and in season online channel sales plan that meets the demands of the online customer maximising targeted sales and stock clearances. Qualifications: 1. Education:A relevant Finance-related University Degree/Diploma Qualification2. Competencies:Professionalism Out the box thinking Product and trade focused Reporting and...


  • Durban, South Africa Mr Price Group Full time

    Are you highly organized, passionate about numbers, and excited about planning? Join our team as a Trainee Planner and play a vital role in ensuring the right merchandise reaches the right stores at the right time! We’re looking for individuals who are eager to grow in a dynamic, supportive learning environment. As a Trainee Planner, you’ll follow a...