certified 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...

Company Description Leolo and Partners is an established professional service firm that offers tax, assurance and advisory solutions, is currently seeking a Certified Investment Analyst to join the team. Job Purpose The Certified Investment Analyst is responsible for conducting in-depth investment research, financial analysis, and portfolio support to inform investment decision-making 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...

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...

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,...

Job Description Drive business performance reporting by consolidating data, providing insightful analysis and modelling to support leadership decision-making. This role involves bringing structure to complex financial data and enhancing the efficiency of finance teams. The successful candidate will be responsible for developing and implementing a cost recovery model with driver analysis and...

Description - Provide strategic leadership to the Division - Ensure effective financial planning, budgeting and preparation of annual financial statements. - Co-ordination and preparation of strategic financial plan i.e. Budgets & Forecasts for the CSOS. - Drive Business Intelligence - structure, interpret Data and implement processes into the CSOS's operations, building a clear roadmap of the...

Tasks ABOUT US WE MOVE THE WORLD THROUGH SUSTAINABLE AND INTELLIGENT FINANCIAL AND SERVICE SOLUTIONS. As Daimler Truck Financial Services, we are one of the largest financial and mobility services companies in the commercial vehicle industry and a fully integrated division of the globally operating Daimler Truck AG. We simplify our customers' business with a wide range of tailored financing...

Company DescriptionAt AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas, technical expertise and digital solutions to our...

Job Description Coca-Cola Beverages Africa (CCBA) presents an exciting opportunity for a Finance Planner: COGS, to join the Finance team at CCBA. CCBA is the 8th largest Coca-Cola?authorised bottler?in the world by revenue, and the largest on the continent. It accounts for over 40% of all Coca-Cola?ready-to-drink beverages?sold in Africa by volume. With over employees in Africa,...

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...

Coca-Cola Beverages Africa (CCBA) presents an exciting opportunity for a Finance Planner: COGS , to join the Finance team at CCBA. CCBA is the 8th largest Coca-Cola?authorised bottler?in the world by revenue, and the largest on the continent. It accounts for over 40% of all Coca-Cola?ready-to-drink beverages?sold in Africa by volume. With over employees in Africa, CCBA?group?services more than...

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...

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...

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...

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...

Company DescriptionAt AECOM, we’re delivering a better world. We believe infrastructure creates opportunity for everyone. Whether it’s improving your commute, keeping the lights on, providing access to clean water or transforming skylines, our work helps people and communities thrive. Our clients trust us to bring together the best people, ideas, technical expertise and digital solutions to our...