Executive Financial Planner jobs in South Africa

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....

Get AI-powered advice on this job and more exclusive features. Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to...

Company Description Standard Bank South Africa is dedicated to fostering a supportive work environment that empowers individuals to serve clients with excellence and achieve sustainable growth. Rooted in Africa, the organization is committed to driving the continent's development. We focus on delivering innovative financial solutions while promoting talent development and operational efficiency....

Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Welkom Free State , Welkom To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - Type of Qualification: Diploma - NQF level...

A reputable investment firm is seeking a Client Portfolio Manager / Financial Planner based in Newlands, Cape Town. The role involves working within a professional team, meeting prospective clients, and managing significant portfolios. Candidates should hold a Bcom (Finance) and be fluent in both English and Afrikaans. This position is ideal for recent graduates or paraplanners looking to advance...

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...

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...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, Eastgate To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7 Qualification (Advanced Diploma OR Degree) - 120...

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 financial services firm in Gqeberha seeks a full-time Senior Financial Planner to develop personalized financial plans and provide expert advice on investments and retirement planning. The ideal candidate will have a CFP designation, a bachelor's degree in a relevant field, and at least 2 years of experience in the financial services industry. Strong analytical, interpersonal, and communication...

Overview A well established, reputable and growing investment firm based in Newlands is seeking aClient Portfolio Manager / Financial Planner. Duties: Work as part of a professional team of 12 people, Office based in Newlands Meet with prospective clients (v... Requirements - Graduate from University with Bcom (Finance) - Just out of uni or para planner would also be considered - 1 or 2 years...

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...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS 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...

Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, East London To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7Qualification (Advanced Diploma OR Degree) -...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS 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...

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...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 6-7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS...

Business Segment: Personal & Private Banking Location: ZA, WC, Western Cape, Cape Town To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore...