cfp jobs in Durban

Description The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance private client team within Investec Private Bank and Investec Wealth & Investment International. The team provide high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both...

Job Description To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets. Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

Fiduciary Specialist page is loaded## Fiduciary Specialistlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (6 days left to apply)job requisition id: R41134# Job DescriptionTo provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition...

Overview The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's...

Business Financial Advisor page is loaded## Business Financial Advisorlocations: Durbantime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 1, 2026 (10 days left to apply)job requisition id: R38556# Job DescriptionTo provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst...

Overview Build Your Own Profitable Practice as an Insurance Broker / Financial Advisor – Durban Company: Leading South African Insurance Brand Franchise Employment Type: Full-time | Commission-based with training allowance & incentives Overview: Our client, a franchise of a well-known South African insurance brand, is expanding their footprint in Durban and seeking high-performing financial...

Business Segment: Business & Commercial Banking To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add value. - Develop and execute strategic plans to grow a portfolio of high-value Premium Segment clients, ensuring consistent...

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business. Key Responsibilities: - Provide tailored wealth planning services, with a focus on investments, risk, business,...

Reference: JHB000960-VM-1 Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities - Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent. - Preference will be given to candidates with a CFP. - RE5 is essential. - Have completed relevant...

Position : Regional Manager Location : KZN Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at coaching and leading your team to success? Are you hungry for sales and willing to go the extra mile to reach targets? Then raise your hand because WE'RE HIRING!! It's our mission to unleash the potential in our team,...

Reference: PE002316-RW-1 Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the company's Partner. Afrikaans first language preferred. A wonderful career opportunity awaits you. Duties &...

What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing Financial Planning team and align with the...

A reputable financial advisory firm is seeking a Senior Wealth Advisor in Durban to build and manage a high-net-worth client portfolio. The role requires a blend of financial expertise and relationship management skills, with at least 5 years of experience in investment and insurance sectors. The ideal candidate will have strong client service focus and excellent communication skills, along with...

Job Description To provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing. Hello Future Fiduciary Specialist Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...

Overview Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture, is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role The Retail Business Consultant crafts passionate,...

Job Title: Risk Consultant Reference: JHB000960-VM-1 Leading organisation within the investments and financial services industry requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Duties & Responsibilities - Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent. - Preference will be given to candidates with a CFP. - RE5 is...

A leading financial institution is seeking a Business Financial Advisor in the KwaZulu-Natal region. The role entails delivering exceptional financial advice, achieving sales targets, identifying new business opportunities, and managing client portfolios. Applicants must have a relevant degree, CFP qualification, and five years of experience in a similar role. This position offers a challenging...

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer: As an applicant, please verify the legitimacy of this job...

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...

A leading financial institution is seeking a Fiduciary Specialist in Durban to provide holistic legacy planning solutions to clients. You will enhance client portfolios while ensuring compliance with regulations. Ideal candidates should have a minimum of 5 years of industry experience, along with relevant qualifications such as an LLB or BCom in Financial Planning and CFP® designation. Join a...