Financial Planner

Company DescriptionAt Lonfin Wealth, we understand that life is full of uncertainties, and safeguarding your future is paramount. We offer a comprehensive range of insurance products, providing you and your loved ones peace of mind against life's unexpected events. Our diverse offerings include retirement annuities, life annuities, endowments, various types...

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...

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...

Authorised Principal at Berghshire Wealth Berghshire Wealth is one of Sanlam’s biggest BlueStars, with national coverage in 4 provinces. Our team of financial planners is dedicated to providing expert guidance that enables our clients to confidently navigate their lifelong financial journeys. Our impressive track record in the industry is built on our...

Financial Planner / Business OwnerEnvestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own BusinessAt Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success.We're not just offering a job — we're offering a platform where you can build your...

**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...