Job Specification Summary: Financial Planner Core Role Overview - Title: Financial Advisor - Business Unit: Advisory Services - Reports To: Head of Advisory Services - Hermanus, Western Cape, South Africa - Company Values: Integrity, Accountability, Excellence, Innovation - Primary Focus: Provide expert advice on investments, retirement planning, and wealth preservation, while collaborating...
A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: - Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. - Minimum of 5 years of experience in...
Financial Planner Assistant Administrator
Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong lead-generation support, and no interference...
Independent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid) Employment Type: Independent Contractor Start-Up Support: Basic salary to get you going + Commission Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? We’re an independent financial...
Financial Planner - Client Manager Berritta Consulting Adelaide, SA Financial Planning (Banking & Financial Services) Full-time $120,000–$140,000 per year Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment? Review the adviser role We have an outstanding opportunity for a seasoned financial planner to join a well-regarded...
Overview Description Hire Resolve is currently seeking a Financial Planner to join our client’s team , working at a mill in the KZN Midlands. . As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients in the KZN Midlands region. You will work closely with clients to assess their financial needs, develop customized financial plans, and...
Job Specification Summary: Financial Planner Core Role Overview ul):whitespace-normal (&>ol):whitespace-normal"> Title : Financial Advisor ul):whitespace-normal (&>ol):whitespace-normal"> Business Unit : Advisory Services ul):whitespace-normal (&>ol):whitespace-normal"> Reports To : Head of Advisory Services ul):whitespace-normal (&>ol):whitespace-normal">Hermanus, Western Cape, South Africa...
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...
Overall Responsibility: As a Financial Planner, you will play a critical role in optimizing financial strategies and supporting the financial performance of our Commercial operations. You will collaborate closely with the Commercial team and finance department to ensure that financial planning aligns seamlessly with our commercial objectives. By analyzing financial data, identifying cost-saving...
90 degrees South (Pty) Ltd is affiliated with one of the major banks in South Africa. Our team of Senior Financial Planners consists of independent contractors who are dedicated to legacy wealth creation and preservation. We focus on comprehensive financial planning solutions to help our clients achieve their financial goals. Role Description This is a full-time on-site role for a Senior...
About the Job Aurora Sky Financial, a franchise of Fairbairn Consult (a registered financial services provider), strives to provide unbiased advice to help individuals and families across South Africa and around the world make confident, long-term financial decisions. We specialise in both South African and offshore investments, as well as international estate planning, predominantly for...
Financial Planner / Business Owner Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. We're not just offering a job — we're offering a platform where you can build your own financial advisory business,...
Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...
Description Hire Resolve is currently seeking a Financial Planner to join our client's team , working at a mill in the KZN Midlands. . As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients in the KZN Midlands region. You will work closely with clients to assess their financial needs, develop customized financial plans, and implement...
Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre Responsibilities: - Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios). - Deliver tailored investment advice with a strong focus on portfolio growth. - Build and maintain strong client relationships; network and attract new...
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...
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...
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...
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...