cfp jobs in Gauteng

A wealth management practice in Pretoria is seeking a qualified CFP Paraplanner to enhance their core team. This role involves analyzing client financial data, researching financial products, and preparing compliant recommendation reports. Ideal candidates should have a CFP qualification, 1-2 years of paraplanning experience, and knowledge of SA financial legislation. The position offers a salary...

A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at least 5 years of experience in the financial industry and hold a relevant degree and CFP designation. This...

Overview The Investment Development Consultant uses innovative engagement and influence techniques to market Momentum Investments to IFAs that have potential to do business with us. They identify, cultivate, and grow this potential into fully functioning Investment panels. Qualifications - 3-year BCom degree in the following fields: Business Management, Investments (essential) - Honours degree...

Bedfordview, South Africa | Posted on 22/01/2026 - Location Type Hybrid (Part office, Part remote) - Job Type Permanent - Salary R20 000 - R25 000 per month - Remuneration Term Per Month - Date Opened 22/01/2026 - State/Province Gauteng - City/Town Bedfordview - Country South Africa Job Description A client-focused wealth management firm is offering an exciting opportunity for a dedicated...

Overview To provide strategic leadership for the glu distribution channel, driving growth and market penetration through innovative sales strategies and channel optimization. The role focuses on expanding glu’s footprint, developing effective distribution models, and identifying new business opportunities within the insurance and investment landscape. It also involves influencing product...

Overview To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project managing various business development activities and initiatives, and ensuring delivery of the portfolio’s key objectives. Critical outputs of the role are to identify leads, support campaigns and build relationships within assigned regions. Welcome to FNB, the Home of the...

Our client is a well-established financial services firm providing professional financial planning and advisory solutions to a diverse client base. The business prides itself on delivering high-quality, compliant, and client-focused financial advice supported by strong operational and planning capability. An excellent opportunity exists for a Paraplanner to join a professional advisory team...

Business Development Manager page is loaded## Business Development Managerlocations: Johannesburgtime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 26, 2026 (6 days left to apply)job requisition id: R42376# Job DescriptionTo drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development...

Intermediary Specialist and Business Development Date: 16 Oct 2025 Location: Sandton, Gauteng, ZA Who are we? Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive...

Broker Consultant page is loaded## Broker Consultantlocations: Johannesburgtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 24, 2026 (10 days left to apply)job requisition id: R37827# Job DescriptionTo drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and...

A premier financial planning firm is seeking a Junior Financial Advisor in Gauteng. The role involves managing a dedicated client portfolio, delivering comprehensive financial plans, and ensuring compliance with regulatory standards. Qualified candidates should have a CFP® designation, a postgraduate diploma in financial planning, and a commitment to professional development. This position offers...

Role Purpose The Investment Regional Manager supports and manages a team of consultants and helps them build connections with their respective Independent Financial Advisers (IFAs). The Investment Regional Manager also needs to ensure the growth of the IFA business, while achieving regional sales targets. Qualifications - BCom degree in Investment Management, Financial Planning, or Business...

A well-established financial services firm in Johannesburg seeks a detail-oriented Paraplanner to provide essential support to Financial Advisers. The ideal candidate will have a BCom degree with CFP certification and at least 2 years of experience in the financial planning sector. Responsibilities include preparing financial documents, assisting with client queries, and managing client records....

CFP Paraplanner position available in Pretoria. Our client, a dynamic wealth management practice, is looking to strengthen its core team. We are looking for a qualified Paraplanner who is ready to step into a pivotal support role. If you are a CFP with a passion for detail and a solid grasp of FAIS compliance, this role offers the perfect platform to deepen your technical expertise while...

A well-established financial services firm in Johannesburg seeks a Paraplanner to join their advisory team. The ideal candidate will support Financial Advisers through financial planning and administrative tasks, bringing a detail-oriented approach. Applicants should possess a BCom degree, CFP and at least 2 years' experience as a Paraplanner. This role emphasizes strong client focus and...

Role Purpose 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...

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 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 Purpose The Retail Business Consultant crafts...

Role Purpose 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...

Overview The Retail Business Consultant crafts passionate, energetic, and meaningful partnerships with Independent Financial Advisers (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...