Associate Financial Planner jobs in Bloemfontein

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 built on a...

Join to apply for the Financial Associate role at AVBOB South Africa Get AI-powered advice on this job and more exclusive features. Responsibilities - Marketing of Funeral Insurance, Savings Plans and related products - Recruit funerals for the Funeral Division You will be working for a well-established company that is over 100 years old with strong values. An organization that values...

Responsibilities - Marketing of Funeral Insurance, Savings Plans and related products - Recruit funerals for the Funeral Division You will be working for a well-established company that is over 100 years old with strong values. An organization that values employee development and rewards excellent performance. Qualifications - Matric (Grade 12) and/ or tertiary education with 30 credits on...

Description Background and Context The University of the Free State (UFS) is entering a dynamic phase of research transformation under Vision 130, aimed at positioning the institution as a research-led, globally engaged university. As part of this strategy, UFS is establishing four signature Research Themes that define the areas in which the University will lead nationally and make a...

Closing Date2023/03/31Reference NumberMMH230303-24Job TitleFinancial Advisor - Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy...

Job Advert Summary To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement. Minimum Requirements Education: - LLB/Bachelors degree in Marketing, or related - Certified Financial Planner (CFP) Certification...

Job Description To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement. Requirements Education - LLB/Bachelors degree in Marketing, or related - Certified Financial Planner (CFP) Certification...

Recruiter: HR Genie Job Ref: D 2602 PARA Date posted: Sunday, January 11, 2026 Location: Bloemfontein, South Africa Salary: Market related SUMMARY: A paraplanner is a vital member of the financial advisory team, providing crucial technical support POSITION INFO Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather...

Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...

Do you thrive on building strong relationships and helping high-net-worth clients grow and protect their wealth? This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutions, and holistic financial strategies to help clients achieve their life goals. Responsibilities: Empower Clients with Expert Advice: -...

* Monitor client’s performance on a continuous basis for risk indicators and perform formal reviews at specified time intervals to identify any changes in the client's business or operating environment.* Monitor adherence of covenants and conditions on a continuous basis and discuss any deviations and possible concerns with Sales team and escalate to Line Management and Credit if necessary.*...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary The purpose of the role to conduct an...

Job Description To support the business by conducting in-depth credit analysis to evaluate risks associated with lending decisions. Provide insights that enable informed, responsible financial solutions aligned with the broader client relationship strategy, ensuring sound risk management and sustainable growth. Responsibilities - Analyses credit data to estimate degree of risk in extending...

To take demand from Prestige customers for any banking matters ranging from product questions to customer account activities (e.g., account status, statements, debit order information, etc.), as well as personal account opening whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers what matters to the...

Job Overview Responsible for study build & design, edit specifications, system configurations and is accountable for associated study design components. This role will collaborate with various stakeholders—DTL, Programmer, Validation Team, vendors, statisticians, and client representatives. In addition to project deliveries, the role also would be responsible for the project financials from...

Snr Clinical Database Designer page is loaded## Snr Clinical Database Designerlocations: Bloemfontein, South Africa: Centurion, South Africa: Bellville, South Africatime type: Full timeposted on: Posted Todayjob requisition id: R1513363Job Overview Responsible for study build & design, edit specifications, system configurations and is accountable for associated study design components. This role...

Description We are looking for a dynamic and inspirational Counter Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operational targets. Candidates should have proven leadership, coaching and business management skills gained in a fast paced retail environment. This is an exceptional opportunity for you to be Chief Executive Officer of...

Overview At Sanlam we provide clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long-term wealth creation, protection and niche financing needs. ProsperPlus BlueStar is looking for experienced life and investment financial planners to be based in its Bloemfontein Offices ProsperPlus...

Closing Date2023/03/27Reference NumberMMH230310-19Job TitleRegional Manager Free State CentralPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceFree StateLocation - Town / CityBloemfonteinIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of...

A financial services provider is looking for experienced life and investment financial planners to join their Bloemfontein offices. Successful candidates will receive comprehensive support including office space, administration services, training, and a guaranteed commission structure for the first 21 months, with additional bonuses linked to performance. Ideal candidates should have FAIS credits...