Financial Planner

Company DescriptionMthabase Financial Solutions is an accredited Old Mutual Agency Franchise. Our accredited Financial Advisers are qualified to assist clients with estate planning, investment planning, retirement planning, business insurance, corporate insurance, and short-term insurance needs. We are committed to helping our clients achieve their financial...

Location: Pinetown, Kloof, Hillcrest area, KwaZulu-NatalAbout the RoleJoin Fairbairn Consult Financial Planning as a salaried financial planner, taking over an established client book focused on wealth management, employee benefits, risk, and some medical aid and short-term insurance. Deliver holistic financial advice aligned with clients' lifestyle goals,...

**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...

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 comprehensive financial...

Job Title: Financial Planner Location: Durban Company: SureX Insurance Job Type: Full-time Job Summary: The financial planner will work closely with clients to understand their financial goals and objectives, and develop comprehensive financial plans to help them achieve those goals. The ideal candidate will have a strong understanding of life insurance...

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...

We're Growing – And You Could Be Part of ItAre you an experienced Financial Adviser with a passion for empowering people to achieve financial freedom? Do you thrive on building strong client relationships and creating solutions that change lives? If so, we'd love to connect with you We believe financial planning is more than just numbers — it's about...

**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...

We’re Growing – And You Could Be Part of It! Are you an experienced Financial Adviser with a passion for empowering people to achieve financial freedom? Do you thrive on building strong client relationships and creating solutions that change lives? If so, we’d love to connect with you! We believe financial planning is more than just numbers — it’s...

Overview We are currently growing our network of Advisers in KZN. Begin a new career as a Financial Planner with proven support, flexibility and unlimited earning potential. Qualifications Matric (essential) Degree (preferable) Regulatory Exam (RE exam) (highly advantageous) Requirements Laptop Clear credit record Clear criminal record Valid driver\'s...