Junior Financial Planner jobs in Eastern Cape

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...

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...

Financial Planner Assistant Administrator

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...

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) -...

A leading South African retailer is seeking a talented individual to optimise the selling of Financial Services products through the store channel. You will support selling activities, manage customer relationships, and implement sales strategies. The ideal candidate should have a Matric qualification and at least 2 years of sales or marketing experience. This role offers the opportunity to work...

A leading financial services firm in Lusikisiki is looking for an intern to champion customers in achieving their financial goals. Responsibilities include identifying customer needs, providing sound financial advice, and implementing tailored financial plans. The ideal candidate should possess a Grade 12 certificate and have strong communication and customer service skills. This full-time role...

A recruitment agency in East London is looking for a qualified Bookkeeper. The ideal candidate must have relevant experience in bookkeeping, including reconciling and preparing financial documents. Proficiency with Ghost Practice is essential. Candidates should attach a certified copy of their ID and qualifications for consideration. Note that only shortlisted candidates will be contacted. If you...

Main Purpose To optimise the selling of Financial Services products to customers through the store channel by integrating with the store staff, supporting their selling activities and optimizing store and customer relationships in line with sales strategies. Key Responsibilities - Assist with implementation of Sales operating plans in stores in line with business strategies, policies and...

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,...

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...

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...

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...

A leading financial services provider in Mthatha is seeking a motivated individual to optimize the selling of Financial Services products through a store channel. The candidate will collaborate with store staff to enhance customer relationships and achieve sales targets. A Matric qualification and at least 2 years of sales or marketing experience are required. The role also involves assisting...

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...

A leading bank in South Africa is looking for a motivated financial advisor to provide clients with financial expertise and wealth creation advice. This role requires analyzing clients' financial situations, developing customized financial plans, and assisting clients in implementing these plans. A Matric qualification and at least one year of experience in commercial sales are necessary, along...

A leading retail financial services provider in Mthatha is seeking a Sales Optimisation Specialist to enhance the selling of financial products through store channels. Responsibilities include implementing sales plans, managing sales activities, and ensuring compliance with customer service standards. The ideal candidate will have at least 2 years of experience in sales and a Matric...

Main Purpose To optimise the selling of Financial Services products to customers through the store channel by integrating with the store staff, supporting their selling activities and optimizing store and customer relationships in line with sales strategies. Key Responsibilities - Assist with implementation of Sales operating plans in stores in line with business strategies, policies and...

Main Purpose To optimise the selling of Financial Services products to customers through the store channel by integrating with the store staff, supporting their selling activities and optimizing store and customer relationships in line with sales strategies. Key Responsibilities - Assist with implementation of Sales operating plans in stores in line with business strategies, policies and...

About usWoolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to other products.JUNIOR FINANCIAL PRODUCT...