Jobs: financial planner

2023-08-03 - 2023-08-31 Permanent JHB000040 - Financial Services- Gauteng, JHB - Eastern Suburbs - R20 000.00Our client in the Financial Sector, is looking for a Financial Planner - Bedfordview. - Implement instructions as instructed by financial advisors on client files. - Compliance with applicable financial acts, amongst other, FAIS, FICA, POPI, etc. -...

**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...

About Envestpro Envestpro is an affiliate of Liberty Life. We understand the significance of effective financial planning and by following our shared-success model, it has ensured success for our clients and our company. Together we are in it with you, to help change lives, one life at a time. This opportunity is ideal for individuals with an...

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...

We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision.Minimum Requirements Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements andRegulatory Examination...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision.Minimum Requirements Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements andRegulatory Examination...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision.Minimum Requirements Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements andRegulatory Examination successfully...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision. Minimum Requirements  Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination...

Accredited **Old Mutual Agency Franchise** requires experienced Financial Planners for Hermanus and surrounding areas to provide holistic financial planning and ongoing support and annual reviews to clients. **Salary**: R30,000.00 - R50,000.00 per month Application Question(s): - Have you completed Class of Business training? - Do you have the...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

**LOOKING FOR FINANCIAL ADVISORS - CAPE TOWN & OVERBERG AREAS** Make the right choice and start 2023 with our dynamic team. Take your career to the next level with the backing of the national brand. **To market**:Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, and insurance products. **Minimum requirements**: - Matric -...

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...

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...

We, Sagen Advisory, are recruiting several **Financial Planners** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either build...

**Western Cape**, Pinelands** Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing teamRequirementsMatric passCompleted RE5 in last year/2 yearsProficient in Microsoft OfficeAvailable to work from April 1st or as close as possible to this datePreferably Xhosa speakingWorking and reliable own vehicle with valid drivers licenceOwn WIFI and ability to work...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing teamRequirementsMatric passCompleted RE5 in last year/2 yearsProficient in Microsoft OfficeAvailable to work from April 1st or as close as possible to this datePreferably Xhosa speakingWorking and reliable own vehicle with valid drivers licenceOwn WIFI and ability to work...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing team Requirements Matric pass Completed RE5 in last year/2 years Proficient in Microsoft Office Available to work from April 1st or as close as possible to this date Preferably Xhosa speaking Working and reliable own vehicle with valid drivers licence Own WIFI and ability to...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing teamRequirementsMatric passCompleted RE5 in last year/2 yearsProficient in Microsoft OfficeAvailable to work from April 1st or as close as possible to this datePreferably Xhosa speakingWorking and reliable own vehicle with valid drivers licenceOwn WIFI and ability to work...