cfp jobs

Senior Relationship Manager position Bloemfontein(CFP) We are specifically looking for someone with a strong accounting background who can interpret financial statements and provide relevant advice. A CFP qualification and management experience will be a strong advantage, as this role involves servicing high-profile medical clients.Please find the job description and requirements attached for...

An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. This role is ideal for a detail-oriented and client-focused individual who enjoys supporting Financial Advisers with technical, administrative, and planning-related functions while building a long-term career in financial planning. Key Responsibilities - Provide comprehensive financial...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education: - A financial qualification is essential (e.g. B Com finance, accounting, investment management); - A Post Graduate diploma...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...

A leading financial services group seeks a Risk Analyst to oversee risk management for its Wealth Distribution division. The role focuses on independent operational and financial risk analysis, incident management, reporting automation, and system enhancement. Key Duties - Plan & execute risk assessments (financial & operational) - Draft risk reports & escalate findings - Document & manage...

Are you ready to take ownership of risk in a fast-paced, client-centric financial environment? This is your opportunity to play a key role in shaping and strengthening risk culture within a leading wealth team. Who we are: We're a forward-thinking financial services group known for empowering advisors and delivering impactful wealth solutions. Here, risk isn't just a compliance checkbox-it's...

Key Responsibilities - Acquire new clients and offer investment and assurance solutions. - Conduct financial needs analyses and annual client reviews. - Provide personalised financial advice and solutions. - Build and grow a sustainable long-term client base. Requirements - BCom in Finance, Economics, or related field. - CFP designation (or currently studying towards...

- - 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...

GEAR UP FOR THE BEST CAREER START IN 2026 !!! Be ready to make the best career decision of all times with the highest rewards. Best Deal in the Industry, by far. Best rewards. EXPERIENCED ADVISERS AND NEW TO INDUSTRY CANDIDATES INVITED TO APPLY. Sanlam Evagor BlueStar is a Flagship Sanlam Franchise with a National Footprint in all major centra in South Africa. We are looking for Financial...

This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities - Prepare compliant,...

Lead the Expansion of a Premier Wealth & Investment Association in South Africa! Are you a strategic, entrepreneurial leader ready to take full ownership of driving significant growth for a dynamic collective of financial professionals? Our client is seeking a highly motivated individual to lead the business development and growth of a sophisticated ecosystem that empowers financial planners and...

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...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...

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...

Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client s unique financial goals. The para-planner will...

Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis of client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews. The position involves supporting strategy development,...

A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner. Responsibilities: 1. Client...

Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...