wealth planner

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

Company Description Precision Wealth is a dynamic financial services company committed to delivering advice, transparency, and service to its clients and stakeholders. As part of the Hereford Group of companies, Precision Wealth benefits from a strong, established network and shared expertise. The organization focuses on providing tailored financial...

Company Description Precision Wealth is a dynamic financial services company committed to delivering advice, transparency, and service to its clients and stakeholders. As part of the Hereford Group of companies, Precision Wealth benefits from a strong, established network and shared expertise. The organization focuses on providing tailored financial...

Financial/Wealth Planner in Centurion

We are seeking an ambitious, entrepreneurial, and relationship-driven Financial Advisor / Financial Planner who is passionate about building a successful client base and providing comprehensive financial planning solutions.The ideal candidate will have a strong ability to network, establish meaningful relationships, identify new business opportunities, and...

We are seeking an ambitious, entrepreneurial, and relationship-driven Financial Advisor / Financial Planner who is passionate about building a successful client base and providing comprehensive financial planning solutions.The ideal candidate will have a strong ability to network, establish meaningful relationships, identify new business opportunities, and...

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...

This role is for a January 2027 start. 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 fre... Tertiary qualification is highly preferential, Matric is essential A minimum of three years full-time...

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...

Liberty is seeking an ambitious external sales professional to join our Johannesburg team for a January 2027 start. You will work in a dynamic, client-facing environment and play a key role in growing our presence in Gauteng.We value energy, a strong business acumen, and the ability to network, negotiate, and close deals. A valid driver's license, own...

Stonebridge Hr Solutions is seeking an ambitious Financial Advisor / Financial Planner in Centurion, Gauteng, South Africa. You will build and manage a client portfolio, offering holistic financial planning solutions tailored to clients’ goals and circumstances.The role emphasizes networking, relationship development, and proactive business development to...

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...

Stonebridge Hr Solutions is seeking an ambitious Financial Advisor / Financial Planner in Centurion, Gauteng, South Africa. You will build and manage a client portfolio, offering holistic financial planning solutions tailored to clients’ goals and circumstances. The role emphasizes networking, relationship development, and proactive business development to...

Placements24 in South Africa is seeking a Remote Financial Planning Specialist to join our nationwide team. You will craft personalized financial plans, advise on investments, retirement, and wealth accumulation, and nurture client relationships entirely through virtual channels.Requirements include a Bachelor’s degree in Finance, Economics, or a related...

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...

Placements24 seeks a Remote Financial Planning Specialist to join a forward-thinking financial advisory firm. You will create comprehensive financial plans, advise on investments, retirement, insurance, and estate planning, and work with clients virtually. The role emphasizes independent work, client relationship management, and collaboration with other...

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...

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...

Introductionwe are seeking dynamic individuals with a financially broad understanding of financial management principles to represent Liberty and to form a strong business foundation to help more customers get financially savvy. Liberty offers a mentorship programme designed to equip you with adequate training and offering a lucrative  opportunity for...