Associate Financial Planner jobs in Soweto

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...

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,...

Location: Rosebank, Gauteng, South Africa Job Purpose To champion the full investment lifecycle for xxxxx—from originating proprietary deal flow to executing complex transactions and driving strategic exits. The Principal will serve as a key decision-maker and "Firm Builder," leading end-to-end deal execution, representing xxxxx on portfolio company Boards, and actively mentoring the investment...

ABOUT GENESIS: In a world undergoing convulsive technological and political change, Genesis partners with key actors to deliver urgent, lasting impact in critical areas. Genesis, an impact firm founded, incorporated and headquartered in Africa, has worked in 46 African countries and more than 100 countries globally. Uniquely, Genesis is focused on the Young World – the arc of countries with...

About the job Financial Planner Reporting Key Purpose: The primary purpose of this role is to provide accurate, relevant, timeous and insightful analytical financial information that enhances financial awareness and enables appropriate business decision making. Duties and responsibilities: - Preparation of standardised reporting packs for the various stakeholders on a monthly, quarterly and...

Insurance and Wealth Creation Professionals t/a IWCP Reference: DBN000206-JC-1 Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success! Duties & Responsibilities As an independent Financial Brokerage, our...

Financial Planner - Roodepoort - Marked related salary Roodepoort, South Africa Job Openings Financial Planner - Roodepoort - Marked related salary About the job Financial Planner - Roodepoort - Marked related salary Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre Responsibilities: - Provide financial planning and wealth...

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard? This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment. Responsibilities: - Financial Needs...

Job Description For over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner. Excellent...

Get AI-powered advice on this job and more exclusive features. Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity passionate about client serviceKnowledge of...

Overview Location: Sandton, JHB, Gauteng (Hybrid) Employment Type: Independent Contractor Start-Up Support: Basic salary to get you going + Commission Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? We’re an independent financial advisory practice based in Sandton,...

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...

Role summary: To execute complex transactions and manage a sub-team responsible for deal sourcing, structuring, and implementation, ensuring that performance targets are achieved. Additionally, to provide guidance, support, and supervision to sub-team members, particularly in the execution of complex transactions. Outputs: Business Development / Transaction Origination • Pro-actively develop...

Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre Responsibilities: - Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios). - Deliver tailored investment advice with a strong focus on portfolio growth. - Build and maintain strong client relationships; network and attract new...

An established industry player seeks dedicated financial advisors to provide tailored financial advice and build lasting client relationships. In this role, you will engage with clients to understand their needs, offer personalized financial solutions, and ensure compliance with industry regulations. The company fosters a supportive environment that encourages personal growth and recognizes...

What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

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...

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 strategic...