Executive Financial Planner
1 week ago
Job Overview
Business Segment: Personal & Private Banking
Location: ZA, undefined, Johannesburg, Centurion
Job Type: Part-time
Job Ref ID: A-0001
Date Posted: 10/16/2025
Job Description
To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs.
Qualifications
Minimum Qualification
NQF level 7 Qualification (Advanced Diploma OR Degree)
120 credits or Qualification aligned with FAIS and FSCA requirements
RE 5: Representatives
Experience
3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
Understand Long Term insurance products
Understand the banks products, processes and systems
No Supervision required
Additional Information
Technical Competencies:
Financial Acumen
Financial Analysis
Financial Industry Regulatory Framework
Financial Planning
Interpreting Financial Statements
Legal Compliance
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on or
-
Financial Planner
2 days ago
Johannesburg, Gauteng, South Africa Envestpro Full timeCompany DescriptionEstablished in 1998, Envestpro is a prominent advisory intermediary business with a mission to empower financial advisors to build successful practices. With a presence across South Africa, including major cities like Johannesburg and Durban, Envestpro serves over 38,000 clients and intermediates more than 12 billion rands in assets. The...
-
Executive Financial Planner
1 week ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full time R1 200 000 - R1 800 000 per yearCompany DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes,...
-
Executive, Financial Planner
1 week ago
Johannesburg, Gauteng, South Africa Standard Bank Full time R47 200 - R1 440 000 per yearJob OverviewBusiness Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, East LondonJob Type: Part-timeJob Ref ID: A-0001Date Posted: 10/16/2025Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in...
-
Executive Financial Planner
1 week ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full time R110 000 - R170 000 per yearCompany DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes,...
-
Planner, Financial, Executive
1 week ago
Johannesburg, Gauteng, South Africa Standard Bank Full time R900 000 - R1 200 000 per yearJob OverviewBusiness Segment: Personal & Private BankingLocation: ZA, undefined, Johannesburg, TygerbergJob Type: Part-timeJob Ref ID: A-0001Date Posted: 10/16/2025Job DescriptionTo provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in...
-
Wealth Planners
10 hours ago
Johannesburg, Gauteng, South Africa EQ-FIN Full time R60 000 - R120 000 per yearJoin EQ-FIN as a Wealth Planner – Shape Your Future, Empower Others Opportunities across South Africa (full training provided)Company DescriptionEQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance,...
-
Para Planner
2 weeks ago
Johannesburg, Gauteng, South Africa Omega Capital (Pty) Ltd Full time R400 000 - R1 200 000 per yearCompany DescriptionWhile you live your life and build legacies, Omega Capital is right behind you, taking care of your money. Our experienced and accredited shareholders, Steve Milton and Warren Repko, offer you and your business a comprehensive approach to creating, growing, and preserving wealth. We provide our clients with experience, innovation, trust,...
-
Independent Financial Planner
2 days ago
Johannesburg, Gauteng, South Africa Lifecheq Full time R500 000 - R1 500 000 per yearIndependent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid)Employment Type: Independent ContractorStart-Up Support: Basic salary to get you going + CommissionAre you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your...
-
Senior Planner
6 days ago
Johannesburg, Gauteng, South Africa Hire Resolve Full time R900 000 - R1 200 000 per yearHire Resolve's client in the construction industry in Johannesburg is seeking a Planner with 10 years in Senior Management. The Planner holds a key position responsible for the planning and scheduling of construction work and labor. This includes gathering and analysing information to prepare progress reports on projects, ensuring adherence to company policy...
-
Financial Adviser
10 hours ago
Johannesburg, Gauteng, South Africa Discovery Limited Full time R80 000 - R120 000 per yearCompany DescriptionDiscovery Limited is a globally recognized leader in healthcare, wellness, and financial services, dedicated to improving lives and fostering sustainable change. Originating in South Africa, Discovery operates globally, including in the UK, Germany, the United States, and across Asia through its Vitality network. Renowned for its...
