cfp jobs in Gauteng

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...

This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support. You will be involved in portfolio implementation, client onboarding, and the...

Introduction A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification " Matric Qualification " BCom Degree (Required) " CFP - Diploma in Financial Planning (Advantage) " Can read and speak Afrikaans and English (Required) " Previous working experience in investment proposals/ 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 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...

Talent Pool: Regional General Manager (Pretoria) MMH -6 Join to apply for the Talent Pool: Regional General Manager (Pretoria) MMH -6 role at Momentum Role Purpose The Retail Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA’s in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth...

Job Objective To expand the Group’s client base by onboarding new institutional clients. To build, enhance, and maintain relationships with clients and other stakeholders at multiple levels. To deliver a professional and high-quality service and consulting advice to employers and members of retirement funds, in accordance with the service level agreements and year planners. To increase the...

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,...

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 target? Then raise your hand because WE'RE HIRING!! It’s our mission to unleash the potential in our team, and we...

Investment Specialist UHNW Families Sandton | R700K+ (highly negotiable for the right candidate) About Our Client Our client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services spanning investments, structuring, and...

Duties & Responsibilities - Engage with prospective clients to understand their financial - Sell products that align with the clients financial - Accurately record client information and sales details - Achieve targets related to production, quality and - Comply with legislative regulations and adhere to all compliance Requirements - Degree FAIS Compliant and Postgraduate in Financial Planning...

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:...

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...

Introduction A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification • BCom Degree (Required) • CFP - Diploma in Financial Planning (Advantage) • Can read and speak Afrikaans and English (Required) • Previous working experience in investment proposals/ financial...

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...

Talent Pool: Corporate Health Specialist & Employee Benefits Consultant (Pretoria) MMH -5 Join to apply for the Talent Pool: Corporate Health Specialist & Employee Benefits Consultant (Pretoria) MMH -5 role at Momentum Role Purpose This talent pool is actively managed to proactively identify and engage qualified candidates ahead of upcoming vacancies. The Corporate Health Specialist role...

Key Responsibilities: - Serve as the main point of contact for clients in the absence of the Senior Consultant and act as secondary support when the Senior Consultant is present. - Ensure the efficient daily operation of assigned funds. - Draft agendas, minutes, and file notes for trustee and management meetings. - Coordinate annual risk benefit renewals. - Log and process Section 14 transfer...

Introduction A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification • BCom Degree (Required) • CFP - Diploma in Financial Planning (Advantage) • Can read and speak Afrikaans and English (Required) • Previous working experience in investment proposals/ financial...

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,...