Associate Financial Planner jobs in Centurion

A financial services company in Centurion seeks experienced Financial Advisors to help clients achieve their financial goals. Candidates should have at least 1 year of life insurance and investment selling experience, hold an RE5 certification, and possess a valid driver's license with their own transport. The role involves generating leads through networking and building relationships, providing...

A financial services company in Centurion is seeking an experienced Financial Advisor to engage with clients on their financial wellness. The ideal candidate will have a degree in Financial Planning, Business, Finance, or Economics and 13 years of sales experience in the insurance industry. Responsibilities include conducting financial needs analysis, providing tailored financial advice, and...

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

Business Segment: Personal & Private Banking 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 - NQF level 7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS and...

At Proconics Newfield we are passionate about what we do, and we are passionate about our people. If you are a qualified, hard-working individual, aspiring to grow your career, we invite you to apply for the advertised vacant position. Purpose of the position: As a Senior Project Planner, you will work closely with the project managers and management teams in all aspects of planning and costing...

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs. This is achieved in line...

Retail space planners play a pivotal role in the success of any business that has its roots in the retail industry. In the case of DotActiv, they help us to transform the in-store experiences of our customers and drive sales and profit. This is why we are looking to expand our team. With a starting Cost to Company of between R9 000 and R12 000 per month, we’re searching for people who value...

Company Description We will give you the flexibility you need to do your best work with hybrid work options. Whether you’re working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.You will help us foster a culture of equity, diversity and inclusion - a safe...

Description: GROWING WHAT MATTERS STARTS WITH YOU Corteva Agriscience, the world's first dedicated agriculture start-up, serves to enrich the lives of those who produce and those who consume, ensuring progress for generations to come. Our employees fulfill this purpose everyday by building/participating in an inclusive culture where we encourage each other to stay curious, think differently, act...

Introduction Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to...

Reports To: HR Director, AfricaWorkplace profile (hybrid)Job OverviewThe Associate HR Director is a mature, dynamic, proactive, and solutions-driven professional who plays a critical role in aligning HR strategies with business unit goals. This role bridges the global HR agenda with local business needs within the specified business unit, providing expert guidance to managers and employees, and...

An agricultural financial institution in South Africa is looking for a Compliance Support Officer to assist the Compliance Officer and Head of Compliance Control Function. The role involves ensuring the organization adheres to regulatory and supervisory requirements related to Insurance Operational Standards. Key skills required include familiarity with compliance frameworks and strong analytical...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Company Description WNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged...

A leading financial services firm in Pretoria is seeking a highly competent Junior Financial Advisor to manage client portfolios and provide tailored financial planning solutions. The ideal candidate will hold a CFP® designation and a Postgraduate Diploma in Financial Planning, with at least 2 years of client-facing experience. This role provides an excellent mentorship opportunity, emphasizing...

Overview Thank you for electing to apply for a Financial Planner position at Ubuntu Capital. As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act. What we require of you Your date of first appointment (DOFA) as a financial planner/advisor Qualifications - Passed or currently studying for your RE5 - Tertiary...

- FAIS and advice accredited (preferably RE5 and COB3) - Degree in Financial Planning, Business, Finance, or Economics (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 13 years' sales experience in the insurance industry - Must be qualified to provide advice under supervision or independently Duties and Responsibilities: - Engage telephonically and digitally with...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 02, 2026 What will make you successful in this role? - Assist in growing the Sanlam Adviser Business - Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. - Apply knowledge and understanding of market segmentation and customer...

Centurion, South Africa | Full time | Home-based | R1525298 Job available in additional locations Job Overview Direct and manage the execution of the strategic, operational and financial delivery of required Site Activation activities, including but not limited to Site ID and Selection, Ethics and Regulatory processes and Site Contracting for assigned studies as determined by Company, scope of...

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales...