financial planner jobs in Centurion

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

Digital Portfolio Planner Requirements: - Matric required - FAIS and advice accredited (preferably RE5 and COB3) - Degree in Financial Planning, Business, Finance, or Economics (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 13 years' sales experience in the insurance industry - Must be qualified to provide advice under supervision or independently Duties and...

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs. This is achieved in line...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 02, 2026 What will make you successful in this role? - Assist in growing the Sanlam Adviser Business - Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. - Apply knowledge and understanding of market segmentation and customer...

Overall Responsibility: As a Financial Planner specialising in logistics, you will play a critical role in optimising financial strategies and supporting the financial performance of our Commercial operations. You will collaborate closely with the Commercial team and Finance department to ensure that financial planning aligns seamlessly with our commercial objectives. By analysing financial...

I am looking for 4 to 8 Financial Advisors/Planners who meet following requirements: - Min 1 year of life insurance / investment selling experience - RE5 - Matric - Drivers license & own transport - Clear ITC - Clear criminal record Duties & Responsibilities The role at a glance is about championing our customers to achieve their lifetime goals by identifying their financial needs,...

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

Dis-Chem Pharmacies' in Midrand has an opportunity available for a Demand Planner (Beauty) to join the team. The purpose of this role is to manage the demand and supply requirements for the relevant category. This involves creating and maintaining sales and income forecasts and related buy-plans to ensure the appropriate quality and quantity of inventory is purchased to support category strategy...

To ensure that incentives planning, proposal, launch & execution, control and measurement are done timeously and accurately in order to meet the Company's financial targets and company goals according to the scope of work Responsibilities 1. Incentives Planning: - Receive annual plan, budget and concept in planning sessions and annual reports. - Compile Annual and Quarterly planning...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards program), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose The purpose of this role includes the management of existing...

Introduction Through our client-facing brands the Momentum Metropolitan Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achievetheir financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest...

At Curro, we care.:Deputy Head:Curro Thatchfield Vacancy Reference: 21886:Lead with passion and purpose at Curro. We're looking for dedicated school leaders to uphold our standards of quality education. Make a difference by joining Curro today. What are we looking for?We are looking for someone with the following experience, qualifications and /or skillsets: - Degree in Education - SACE...

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...

Join forces with Liberty Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives and others. A Liberty Financial...

Financial Consultant Requirements: - Matric required - FAIS required qualifications (preferably RE5 and COB3) - 3-year diploma or degree in Financial Planning, Business, Finance, or Economics minimum NQF level 5 (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 3 years' sales experience in the life insurance industry - Must be fit and proper Duties and...

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...

We are a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, we are committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23 years of success in the industry, we continue to grow and empower our...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...

Minimum Requirements: - Grade 12 - Diploma in Project Management or Information Technology - CAPM and/or PRINCE 2 Foundation and or AGILE Foundation required - 2 - 3 years experience in a project administration environment. - Experience in an IT project environment will be an advantage. - Excellent knowledge of Microsoft Office 365 - MS Project and Planner Apps working knowledge working...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides...