Financial Planner Assistant Administrator
What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing Financial Planning team and align with the...
Are you looking to earn an income/extra income working from home with flexible hours? We have an opportunity for suitable candidates to work on either a full-time or part-time basis. Candidates must be prepared to undergo a comprehensive online training programme which includes online assessments to establish competency and provide them with the necessary knowledge to fulfill the...
Liberty is expanding its Financial and wealth Planning force and we are looking for mature, go-getter, entrepreneurial, self-motivated and driven individuals to join a fast paced industry and prove potential clients with proper and sound Financial Planning. As a Financial Planner you will have a wide range of Liberty's innovative products that offers security and safety to your clients and their...
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...
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 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...
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...
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....
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...
Are you looking to earn an income/extra income working from home with flexible hours? We have an opportunity for suitable candidates to work on either a full-time or part-time basis. Candidates must be prepared to undergo a comprehensive online training programme which includes online assessments to establish competency and provide them with the necessary knowledge to fulfill the...
Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills.. you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a structured, proactive...
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...
Are you a talented professional in EAST LONDON eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your ambition 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...
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...