Role Overview Were looking for a driven Junior Financial Advisor, salaried position, starting at R30,000 per month, with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification. Youll work directly with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with...
A wealth management practice in Pretoria is seeking a qualified CFP Paraplanner to enhance their core team. This role involves analyzing client financial data, researching financial products, and preparing compliant recommendation reports. Ideal candidates should have a CFP qualification, 1-2 years of paraplanning experience, and knowledge of SA financial legislation. The position offers a salary...
A financial consulting firm in South Africa seeks a qualified Financial Consultant to engage clients and provide tailored financial solutions. Candidates must possess a relevant diploma or degree and FAIS qualifications. The role requires a minimum of 3 years' experience in the life insurance industry, focusing on building relationships and ensuring compliance with legislation. Successful...
Bedfordview, South Africa | Posted on 22/01/2026 - Location Type Hybrid (Part office, Part remote) - Job Type Permanent - Salary R20 000 - R25 000 per month - Remuneration Term Per Month - Date Opened 22/01/2026 - State/Province Gauteng - City/Town Bedfordview - Country South Africa Job Description A client-focused wealth management firm is offering an exciting opportunity for a dedicated...
Overview Momentum Investments is part of the Momentum Group, one of the largest insurance and financial services providers in South Africa. Momentum Investments comprises over ten retail and institutional businesses including an asset manager, alternative investments/hedge fund manager, stockbroker, collective investments scheme manager, and local and offshore wealth platforms. Role...
Overview The role is for a Retirement Benefit Coach/Counsellor to act as the contact person for members of SURF and provide professional information and advice, when a member joins the fund, reviews certain features of the fund, and options on exiting the fund. The role will predominantly entail working closely with external (independent) and internal employee benefit consultants, SURF...
Duties & Responsibilities - Engage with prospective clients to understand their financial - Sell products that align with the clients financial - Accurately record client information and sales details - Achieve targets related to production, quality and - Comply with legislative regulations and adhere to all compliance Requirements - Degree FAIS Compliant and Postgraduate in Financial Planning...
This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities - Prepare compliant,...
Job Vacancy : Wealth Managers (New Business & Client Servicing Roles) Locations : Johannesburg, Cape Town, Durban Remuneration : New Business Role : Basic salary + high commission (3 options available) Client Servicing Role : Primarily salary-based + performance incentives An established and nationally represented advisory firm is seeking Wealth Managers for two key functions : New Business...
We are looking for specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and who remains fit and proper at all...
A leading recruitment agency in South Africa seeks a driven Junior Financial Advisor. This salaried role offers R30,000 per month with bonuses. Candidates should have or be pursuing CFP® certification and possess strong communication skills. Responsibilities include financial planning, investment strategy development, and supporting senior advisors. The position promises professional development...
Role Purpose: The Investment Consultant crafts passionate, self‑starter, energetic and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market, and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be strengthened by client engagement (diversity), first‑class...
CFP Paraplanner position available in Pretoria. Our client, a dynamic wealth management practice, is looking to strengthen its core team. We are looking for a qualified Paraplanner who is ready to step into a pivotal support role. If you are a CFP with a passion for detail and a solid grasp of FAIS compliance, this role offers the perfect platform to deepen your technical expertise while...
A leading investment firm in South Africa is seeking an Investment Consultant to build meaningful partnerships with independent financial advisors. This role requires a strong background in financial services and investments, alongside effective relationship management skills. Candidates should have at least a 3-year BCom degree in Business Management or Investments, with additional...
A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at least 5 years of experience in the financial industry and hold a relevant degree and CFP designation. This...
A premier financial planning firm is seeking a Junior Financial Advisor in Gauteng. The role involves managing a dedicated client portfolio, delivering comprehensive financial plans, and ensuring compliance with regulatory standards. Qualified candidates should have a CFP® designation, a postgraduate diploma in financial planning, and a commitment to professional development. This position offers...
Job Specification: Junior Financial Advisor (Salaried Role R30,000 per month + Incentives) Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training) Employment Type: Full-Time Salary: R30,000 per month (fixed salary) --------------------------------------------------------------- Role Overview Were looking for a driven Junior Financial Advisor,salaried position, starting...
A dynamic recruitment agency is seeking an experienced Paraplanner in Johannesburg. The role involves providing technical support to Financial Advisers, preparing financial plans, and managing compliance with legislative requirements. Ideal candidates will have a relevant financial degree and 5+ years of experience in the financial sector, including a strong background in an Independent Financial...
Overview Are you an experienced attorney with deep expertise in wealth platforms and retail investments? Our client, one of the largest insurance and financial services providers in South Africa, is looking for a skilled Legal Counsel to join their dynamic team. The client’s diverse portfolio spans retail and institutional businesses, including asset managers, collective investment scheme...
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...