Financial Planner Assistant jobs in South Africa

Financial Planner Assistant Administrator

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 existing Financial Planning team and align with the...

A flexible work opportunity provider in South Africa is seeking individuals to engage with customers in a sales-focused role. Candidates will undertake online training and assessments, and must have their own computer and cell phone to operate from home. This position can be either full-time or part-time, allowing for personal income growth based on effort and time invested. Enjoy the freedom to...

Overview 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...

About the job Financial Planner Reporting Key Purpose: The primary purpose of this role is to provide accurate, relevant, timeous and insightful analytical financial information that enhances financial awareness and enables appropriate business decision making. Duties and responsibilities: - Preparation of standardised reporting packs for the various stakeholders on a monthly, quarterly and...

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...

Overview Are you looking to earn an income/extra income working from home with flexible hours? This opportunity allows you to work on either a full-time or part-time basis and requires online training with assessments to establish competency. Responsibilities - Engage with customers in a sales-focused role - Complete the comprehensive online training programme and online assessments - Operate...

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...

Are you looking to earn an income/extra income working from home with flexible hours? We have an opportunity for suitable candidates to work on either a full-time or part-time basis. Candidates must be prepared to undergo a comprehensive online training programme which includes online assessments to establish competency and provide them with the necessary knowledge to fulfill the...

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...

Are you looking to earn an income/extra income working from home with flexible hours? We have an opportunity for suitable candidates to work on either a full-time or part-time basis. Candidates must be prepared to undergo a comprehensive online training programme which includes online assessments to establish competency and provide them with the necessary knowledge to fulfill the...

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...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

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...

What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Date: 17 Aug 2025 Location: Gauteng, ZA 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,...