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...
Wealth Manager Position Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients? Is this you? You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and...
Senior Relationship Manager position Bloemfontein(CFP) We are specifically looking for someone with a strong accounting background who can interpret financial statements and provide relevant advice. A CFP qualification and management experience will be a strong advantage, as this role involves servicing high-profile medical clients.Please find the job description and requirements attached for...
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...
Description The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance private client team within Investec Private Bank and Investec Wealth & Investment International. The team provide high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both...
A leading financial service provider in Cape Town is seeking a dynamic Wealth Manager to enhance integrated wealth management. This role involves advising high net-worth clients, achieving sales targets, and maximizing profitability through strategic cross-selling. Candidates should have at least 5 years of relevant experience and possess a professional degree, with certifications such as CFP...
Overview To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value. Responsibilities - Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent revenue growth and client...
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...
Job Description To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets. Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...
Job Description The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established platform. Because this period is recognised as the building period, the intern will have to be target orientated and motivated by incentive remuneration, as the package is incentivised and linked to...
Business Segment: Business & Commercial Banking Location: ZA, Eastern Cape, Mthatha, Suite, Shop 3, 3rd Floor Savoy Shopping Centre, 912 Nelson Mandela Drive, Mthatha, 5100 To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add...
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...
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 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...
An established industry player is seeking a skilled Wealth Manager to join their dynamic team. In this pivotal role, you will provide comprehensive financial planning guidance, ensuring clients achieve their financial goals while adhering to ethical standards and regulatory compliance. You will manage and grow a diverse client base, delivering expert advice on investment strategies, retirement...
An exciting opportunity has emerged within a dynamic Financial Planning team seeking a Paraplanner to provide essential technical support to a Trust Officer and their assistant. In this role, you will engage in client portfolio analysis, advisory support, and investment planning, ensuring that clients receive top-notch service. Your research and analytical skills will be pivotal in preparing...