Financial Planner Assistant jobs in Eastern Cape

Financial Planner Assistant Administrator

Date: 15 Jan 2026 Location: East London, Eastern Cape, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our...

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...

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...

Job Classification Requisition - 143448 Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family - Sales and Services Career Stream - Sales Leadership Pipeline - Manage Self: Technical FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to manage client relationships and provide tailored investment solutions. The role requires the ability to conduct financial needs analyses, implement accepted advice, and review client portfolios regularly. Strong networking and sales skills are essential, with a commitment to ongoing professional...

A leading financial services group in Port Elizabeth is seeking a Financial Advisor to work in a hybrid role focused on providing personalized financial planning solutions. The ideal candidate should have a minimum of 2 years of experience in the financial industry and possess exceptional interpersonal and communication skills. Additional qualifications include RE5 certification and the ability...

Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, East London To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7Qualification (Advanced Diploma OR Degree) -...

About the job Financial Quality Assistant Manager JOB DESCRIPTION Job Title: Assistant Quality Manager Reports to: Director with Operational Responsibility and Quality Manager The purpose is to assist the quality consultant and director with operational responsibility in ensuring that the firm has a system of quality management that complies with the International Standard on Quality...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

OPEN POSITION: SENIOR PRODUCTION PLANNER Location: Port Elizabeth (Automotive Industry) Reference: PE001104-MVDM-1 Purpose of Role: Assist Materials Planning & Logistics Manager with various planning & continuous improvement duties. Duties & Responsibilities Job Requirements: - National Diploma / BTech in Logistics / Mechanical or Industrial Engineering - 5-6 years automotive experience...

Senior Production Planner A multi-national automotive manufacturer is looking for an enthusiastic, assertive, and analytical thinker to take up the Senior Production Planner position that will assist the Materials planning and Logistics Manager with various planning and continuous improvement duties. Requirements: - National Diploma or B.Tech Degree in Logistics/Mechanical/Industrial...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS and...

Senior Production Planner A multi-national automotive manufacturer is looking for an enthusiastic, assertive, and analytical thinker to take up the Senior Production Planner position that will assist the Materials planning and Logistics Manager with various planning and continuous improvement duties. Requirements: - National Diploma or B.Tech Degree in Logistics/Mechanical/Industrial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

A financial services firm in Gqeberha seeks a full-time Senior Financial Planner to develop personalized financial plans and provide expert advice on investments and retirement planning. The ideal candidate will have a CFP designation, a bachelor's degree in a relevant field, and at least 2 years of experience in the financial services industry. Strong analytical, interpersonal, and communication...

About the job Financial Quality Assistant Short Summary of the purpose of the role: Obtain and record information with regards to the quality management process, monitor and report on progress as per the firms system of quality management (SOQM) and company procedural requirements, monitor compliance as per guidelines and other ad hoc administrative functions relating to quality within the firm...

Job Classification Requisition Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

OPEN POSITION: SENIOR PRODUCTION PLANNER Reference: PE001104-MVDM-1 Location: Port Elizabeth (Automotive Industry) Purpose of Role: Assist Materials Planning & Logistics Manager with various planning & continuous improvement duties. Duties & Responsibilities Job Requirements: - National Diploma / BTech in Logistics / Mechanical or Industrial Engineering - 5-6 years automotive experience...

A leading financial services provider is seeking a Financial Advisor to join their team in East London, South Africa. The role involves providing comprehensive financial advice to clients, maintaining relationships to ensure loyalty, and targeting new business through networking and lead generation. The desired candidate should possess at least a Grade 12 qualification and meet the FAIS...