Associate Financial Planner jobs in Eastern Cape

A travel consulting company in Gqeberha is seeking a motivated Junior Consultant to assist clients with travel arrangements. Key responsibilities include planning trips, advising on travel destinations, and collaborating with senior consultants to create personalized packages. The ideal candidate should have some experience in the travel industry, strong communication skills, and a...

Date: 15 Jan 2026 Location: East London, Eastern Cape, ZA 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...

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...

Financial Planner Assistant Administrator

Financial Planner - Client Manager Berritta Consulting Adelaide, SA Financial Planning (Banking & Financial Services) Full-time $120,000–$140,000 per year Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment? Review the adviser role We have an outstanding opportunity for a seasoned financial planner to join a well-regarded...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in managing your schedule, ongoing support and...

Job Classification Requisition - 143448 Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family - Sales and Services Career Stream - Sales Leadership Pipeline - Manage Self: Technical FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to manage client relationships and provide tailored investment solutions. The role requires the ability to conduct financial needs analyses, implement accepted advice, and review client portfolios regularly. Strong networking and sales skills are essential, with a commitment to ongoing professional...

A leading financial services group in Port Elizabeth is seeking a Financial Advisor to work in a hybrid role focused on providing personalized financial planning solutions. The ideal candidate should have a minimum of 2 years of experience in the financial industry and possess exceptional interpersonal and communication skills. Additional qualifications include RE5 certification and the ability...

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) -...

We are looking for individuals to handle the two key responsibilities:- Marketing of Funeral Insurance, Savings Plans and related products- Recruit funerals for the Funeral DivisionYou 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.- Matric (Grade 12) and/ or tertiary...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

Full Time or Part Time (30/32) hours – Happy to talk Flexible and Agile Working Let us say why we believe you should choose Morgan Sindall as the next step in your career. At Morgan Sindall Construction we encourage diversity of people and thought, and we embrace peoples' differences. Everyone is unique and we value the different ideas, experiences, and perspectives that everyone brings to...

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...

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...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

Job Classification Requisition Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

A leading financial services provider is seeking a Financial Advisor to join their team in East London, South Africa. The role involves providing comprehensive financial advice to clients, maintaining relationships to ensure loyalty, and targeting new business through networking and lead generation. The desired candidate should possess at least a Grade 12 qualification and meet the FAIS...

A leading bank in South Africa is looking for a motivated financial advisor to provide clients with financial expertise and wealth creation advice. This role requires analyzing clients' financial situations, developing customized financial plans, and assisting clients in implementing these plans. A Matric qualification and at least one year of experience in commercial sales are necessary, along...