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Certified Financial Planner

Aurora Sky Financial
Bedfordview

About the Job Aurora Sky Financial, a franchise of Fairbairn Consult (a registered financial services provider), strives to provide unbiased advice to help individuals and families across South Africa and around the world make confident, long-term financial decisions. We specialise in both South African and offshore investments, as well as international estate planning, predominantly for...

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3 days ago

FINANCIAL PLANNER

HR Genie
Cape Town

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...

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13 hours ago

Financial Planner

The Legends Agency
Cape Town

- - Financial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and offshore investment planning. Their...

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17 hours ago

Salaried Financial Planner

Placement Point
Cape Town

A well establish, reputable and growing investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner. Duties: - Work as part of a professional team of 12 people, Office based in Newlands - Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) - Follow an established onboarding process to bring on new clients - Advise existing and...

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6 hours ago
Remote

Independent Financial Planner (Experienced)

LifeCheq
Johannesburg

Independent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid) Employment Type: Independent Contractor Start-Up Support: Basic salary to get you going + Commission Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? We’re an independent financial...

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9 hours ago

Financial Planner – KZN Midlands

Hire Resolve
Dalton

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...

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4 days ago

Financial Planner

Liberty Standard Bank Group
West Rand District Municipality

Financial Planner Take control of your future and get paid your worth! Seeking Motivated, Professional and Driven individuals to work as Financial Planners for Liberty We offer ongoing support and World Class Training, accreditation as a Certified Financial Planner (CFP) and a lucrative commission structure. As a Liberty Adviser, you are the master of your career path. Job Details Employer:...

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6 hours ago

Financial Planner

BDO
South Africa

Description BDO Wealth Advisers ) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Cape Town. The position is full-time and permanent. What this position offers: - The chance to join an established national Financial Planning team and align with the firm's policies,...

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2 days ago

Senior Financial Planner

90 degrees South (Pty) Ltd
South Africa

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...

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3 days ago

Financial Planner, Client Manager

Berritta Consulting
Adelaide

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...

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4 days ago
Remote

Financial Planners –Opportunities in Durban (full training provided)

EQ-Fin
Ethekwini

Join EQ-FIN as a Financial Planner Shape Your Future, Empower Others Opportunities in Durban, KZN (full training provided) Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings...

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6 hours ago

Financial Planner

Hire Resolve
Durban

Overview Join our client’s team as a Financial Planner, where you’ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients’ financial situations, understand their long-term goals, and create tailored financial strategies that align with their unique needs. Key responsibilities include working directly with clients to analyze their financial...

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4 days ago

Senior Financial Planner

The Legends Agency
Cape Town

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...

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17 hours ago

Financial Planner

BDO
Durban

BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Durban. The position is full-time and permanent. What this position offers: - The chance to join an established national Financial Planning team and align with the firm’s policies,...

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4 days ago
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Financial Planner - East London

Liberty Standard Bank Group
South Africa

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...

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6 hours ago

Wealth / Financial Planner

Liberty Standard Bank Group
Randburg

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...

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6 hours ago

Financial Planner

Liberty Standard Bank Group
Gauteng

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...

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6 hours ago

Financial Planner-Join our Championship Team

Liberty Standard Bank Group
Western Cape

Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner you will learn to build your practice with the support and grooming of sales...

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6 hours ago

Wealth Planner / Financial Adviser - JHB

Liberty Standard Bank Group
Johannesburg

Wealth Planner / Financial Advisor Liberty Life Jhb Financial Planning We are currently expanding our sales force. Join us a INDUSTRY LEADER as a Financial Adviser where your earning potential is significant. We are looking for target driven individuals who had previous experience in selling insurance products. Liberty has been around for more than 60 years and with a presence in 16 African...

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6 hours ago
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