wealth planner

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : PermanentSECTOR : Finance / ProcurementBASIC SALARY : Market relatedSTART DATE : A.S.A.PREQUIREMENTS: 510 years experience as a Private Client Wealth Manager. 25 years...

We’re seeking an ambitious, business-minded individual with energy, fresh ideas, and enthusiasm to join our winning sales team. Be part of our journey as we innovate new ways to help people achieve financial freedom. The successful candidate will be ... Tertiary qualification is highly preferential, Matric is essential A minimum of three years full-time...

Job Description 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...

Job DescriptionFor 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...

Sanlam Limited is seeking a dedicated financial adviser to provide professional advice, planning and suitable products to clients in South Africa. The role focuses on growing the adviser business, networking for leads, and maintaining long-term client relationships with compliant, ethical service. You will conduct comprehensive fact-finding, perform needs...

Placements24 is seeking a dedicated Financial Planner to join its expanding remote team in South Africa. You will provide personalized guidance on investments, retirement, insurance, and estate planning from a home office, building strong client relationships.The role emphasizes advisory excellence, CFP-preferred credentials, and 3+ years of planning...

Integrity Wealth Management is a modern, digital-first wealth advisory network in South Africa seeking a driven adviser to build a client portfolio and deliver holistic financial planning. You will provide risk, retirement, investments, and estate advice while leveraging digital platforms for client engagement.The role emphasizes entrepreneurship, brand...

Sanlam is seeking a professional to provide financial advice to clients and maintain lasting relationships. You will be responsible for generating sustainable business, ensuring compliance, and achieving company targets.The ideal candidate will possess effective communication skills, be tech-savvy, and hold a Grade 12 qualification. Sanlam offers numerous...

EQ-FIN in South Africa seeks a Wealth Planning and Insurance Specialist to meet with clients, assess financial needs, and tailor wealth and insurance solutions. The role includes retirement guidance, risk cover, and savings products, with ongoing reviews and service.The position is full-time and hybrid, based in centres across Johannesburg, Vaal, Pretoria,...

Are you an entrepreneurial, career driven individual with excellent people skills? Liberty will train the successful candidate to become a financial professional. Provide holistic financial planning advice to private and business clients by identifyi... Requirements Tertiary qualification is an advantage, Matric is required. Proven track record in external...

What if your next career move isn't in the same industry you're in today?Let's be honest. Most people don't wake up one morning and decide they want to become a Wealth Planner. In fact, many of the most successful advisers at Liberty started their careers doing something completely different. This isn't about making a career decision today. It's simply about...

Placements24 invites an experienced Lead Financial Planner to join our wealth management division in Sandton. You will lead a team of financial planners and manage a portfolio of high-net-worth clients, crafting comprehensive strategies across investments, retirement, and estate planning.You will mentor colleagues, stay ahead of market trends, and...

Placements24 in Bloemfontein seeks a Senior Financial Advisor to deliver holistic financial planning, including investments, retirement, and insurance for high-net-worth clients. You will translate client goals into personalized strategies and build lasting relationships grounded in trust and service excellence. You will work with a respected team in the...

Liberty offers a Financial Adviser role in which you will start your professional practice under the Liberty Brand, receiving full support to ensure success. You will develop detailed family care plans, provide expert advice, and build long-term client relationships while offering Liberty products to fill gaps identified by needs analyses. The role...

Liberty in Pretoria is seeking a driven individual to become a financial professional. You will receive comprehensive training and provide holistic financial planning advice to private and business clients, meeting clients in person to build trusted relationships. Key requirements include matric, driver’s license, own vehicle, laptop, and the ability to...

FNB South Africa, Durban, is seeking a Personal Financial Advisor to deliver goal-based financial advice within the branch environment. You will leverage the brand, client ecosystem and digital tools to provide holistic investment and life insurance solutions. Ideal candidates have 3–5 years of financial advisory experience, FAIS qualifications, RE5, and...

EQ-FIN in the Vaal Triangle invites you to join as a Financial Planner. You will deliver wealth planning and advisory services and grow client relationships with ongoing training provided by our in-house academy and accreditation support.We value analytical thinkers with strong communication skills, a clean credit and criminal record, a valid SA driver's...

Phakisa Holdings (Pty) Ltd in Gauteng invites ambitious Financial Advisers with a proven track record in long-term insurance sales and holistic financial planning. The role rewards high performance in a commission-based environment and prioritises client-focused advisory.We seek candidates with RE5, a Finance/Business/Commerce degree or minimum NQF 5, and at...

Liberty offers a Financial Adviser role in which you will start your professional practice under the Liberty Brand, receiving full support to ensure success. You will develop detailed family care plans, provide expert advice, and build long-term client relationships while offering Liberty products to fill gaps identified by needs analyses.The role emphasizes...

Introduction“Almost every successful person begins with two beliefs: The future can be better than the present and, I have the power to make it so.”   Make a career change and become a part of Liberty Standard Bank Group, a leader in financial services. Our intense training and development will take your career to new heights by giving you the advantage...