Associate Financial Planner jobs in George

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...

A leading financial institution is seeking a Field Service Representative in George, Western Cape. The role involves providing exceptional member service, assessing financial needs, and processing loans. Candidates should have at least 1 year of retail banking experience and strong communication skills. Attractive benefits include competitive pay, medical and dental coverage, part-time options,...

RPO Recruitment's client, renowned and well established civil and building contractor in South Africa is currently seeking to employ a Construction Planner/Programmer who can join their team in George in the Western Cape. The successful candidate will be responsible for developing effective project schedules according to the relevant contracts and integrate the various business functions and...

Accounts Payable and Financial Reporting Officer 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Whats The Role Manage general financial accounting activities of the organization; credit policy and the organization’s creditor and debtor accounts. Management of compliance efforts with the preparation, review, submission, and...

Closing Date2023/03/31Reference NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...

Job Responsibilities: - Management of full financial function. - Provide financial reports and interpret financial information to managerial staff while recommending further courses of action. - Advise on investment options. - Develop trends and projections for the groups finances. - Conduct reviews and evaluations for cost-reduction opportunities. - Liaise with auditors to ensure appropriate...

Overview Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of...

Job Location: George, Western Cape, South Africa Application Deadline: February 13, 2026 Are you someone who can: - Inform and educate customers on products and services to ensure retention of existing customers, increase sales revenue and increase the organisation's customer base. - Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer...

A financial services company is looking for a Wealth Manager in George, South Africa. This role involves providing tailored financial advice, investment planning, and support to high-income clients. The ideal candidate should have a relevant degree, Certified Financial Planner designation, and 3 to 5 years of experience in wealth management. Strong sales skills and compliance knowledge are...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...

A leading financial services provider is seeking a Wealth Manager in George, South Africa. The role requires providing financial services to high income clients with a focus on investment strategies. Ideal candidates should have a relevant degree, be a Certified Financial Planner, and possess 3 to 5 years of advisory experience. Responsibilities include developing financial plans, achieving sales...

time left to apply End Date: February 13, 2026 (21 days left to apply) job requisition id R31564 Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design...

Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.Hello future Wealth Manager,Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding...

Wealth Manager page is loaded## Wealth Managerlocations: Georgetime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R31570# Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus...

Overview Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of...

A leading financial services provider in South Africa is looking for a financial advisor to deliver tailored advice to clients. The role requires solid client relationship management skills and a thorough understanding of financial planning, compliance, and risk. Sanlam offers opportunities for personal development, enabling advisors to grow their careers while making a difference in clients'...

Role Purpose The Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...

Role Purpose The Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's...