Associate Financial Planner jobs in Centurion

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Executive Financial Planner

Standard Bank of South Africa Limited
Centurion

Overview Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, Centurion 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...

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12 hours ago

Financial Advisor / Planner

Stonebridge HR Solutions
Centurion

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

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2 days ago

Franchise Financial Planner

Liberty Standard Bank Group
Centurion

Liberty is Recruiting Financial Advisors for one of our top Franchises! ARE YOU LOOKING FOR A CHANGE? Have you thought about transitioning to a new career? Ignite your ambition by using the skills, knowledge and experience gained over your profession to forge a new career journey with us. Our cutting edge training will utilize your skills to fulfil your full potential. Do you have a keen...

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7 hours ago

Senior Project Planner

Proconics
Centurion

At Proconics Newfield we are passionate about what we do, and we are passionate about our people. If you are a qualified, hard-working individual, aspiring to grow your career, we invite you to apply for the advertised vacant position. Purpose of the position: As a Senior Project Planner, you will work closely with the project managers and management teams in all aspects of planning and costing...

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a day ago

Digital Portfolio Planner

HuntWave Technologies
Centurion

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs. This is achieved in line...

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4 days ago

Digital Portfolio Planner

Boardroom Appointments
Centurion

Digital Portfolio Planner Requirements: - Matric required - FAIS and advice accredited (preferably RE5 and COB3) - Degree in Financial Planning, Business, Finance, or Economics (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 13 years' sales experience in the insurance industry - Must be qualified to provide advice under supervision or independently Duties and...

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5 days ago

Retail Shelf Planner

DotActiv
Centurion

Retail space planners play a pivotal role in the success of any business that has its roots in the retail industry. In the case of DotActiv, they help us to transform the in-store experiences of our customers and drive sales and profit. This is why we are looking to expand our team. With a starting Cost to Company of between R9 000 and R12 000 per month, we’re searching for people who value...

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a day ago
Hybrid

Associate Director - Design Management (Multidisciplinary)

AECOM
Centurion

Company Description AECOM is seeking aAssociate Director - Design Management (Multidisciplinary)to be based in South Africa's Enterprise Capabilities office inCenturion. This position will support a team locally based in South Africa and Global Teams. As a part of AECOM's culture, it offers a flexible hybrid work arrangement which accommodates both office and out-of-office work schedules. About...

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12 hours ago
No Experience

Human Capital Ops Associate

MOMENTUM LIFE
Centurion

Introduction Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to...

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5 days ago

Financial Planner Jage 2024

Sanlam
Pretoria

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...

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12 hours ago

Lead Associate – Ops

WNS
Centurion

Company Description WNS Global Services Inc. (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged...

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12 hours ago

Financial Planner - presently in industry

Ubuntu Capital
Midrand

Overview Thank you for electing to apply for a Financial Planner position at Ubuntu Capital. As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act. What we require of you Your date of first appointment (DOFA) as a financial planner/advisor Qualifications - Passed or currently studying for your RE5 - Tertiary...

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12 hours ago

Financial/Wealth Planner and Advisor

Liberty
Pretoria

Job Description For over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner. Excellent...

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12 hours ago

Financial Planner – Logistics, Olifantsfontein, Ekurhuleni

Signal Hill Products
Olifantsfontein

Overall Responsibility: As a Financial Planner specialising in logistics, you will play a critical role in optimising financial strategies and supporting the financial performance of our Commercial operations. You will collaborate closely with the Commercial team and Finance department to ensure that financial planning aligns seamlessly with our commercial objectives. By analysing financial...

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5 days ago

Senior. Associate

WNS Global Services
Centurion

Company Description WNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged...

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5 days ago
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Associate Cra

IQVIA
Centurion

Job OverviewEngage in structured training program to gain knowledge and skills required to independently conduct clinical monitoring visits in accordance with study protocol, standard operating procedures, good clinical practice, and applicable regulatory requirements. Essential Functions- Complete appropriate therapeutic, protocol and clinical research training to perform job duties.- Gain...

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a day ago

Executive Associate

Momentum Investments
Centurion

Introduction Role Purpose To provide business and personal assistant support to executives including aligning functions across the business which include communication, stakeholder engagement, reporting and analysis to effectively enable and support the value chain capabilities within the area of responsibility of the executive. Requirements: - Relevant BCom degree. - Relevant post-graduate...

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a day ago

Financial Planner TT Mbha

Sanlam
Pretoria

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...

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6 hours ago

Financial Planner — Estate, Tax & Retirement Guidance

Ubuntu Capital
Midrand

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales...

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12 hours ago
Hybrid

Associate Director

AECOM
Centurion

Company Description AECOM is seeking a Associate Director - Design Management (Multidisciplinary) to be based in South Africa's Enterprise Capabilities office in Centurion. This position will support a team locally based in South Africa and Global Teams. As a part of AECOM's culture, it offers a flexible hybrid work arrangement which accommodates both office and out-of-office work...

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5 days ago
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