certified financial planner jobs in Midrand

Overview Thank you for electing to apply for a Financial Planner position at Ubuntu Capital. As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act. What we require of you Your date of first appointment (DOFA) as a financial planner/advisor Qualifications - Passed or currently studying for your RE5 - Tertiary...

Overview 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 14 000 employees in Africa, CCBA group...

Get notified about new Personal Financial Advisor jobs in United States. 22,000+ Personal Financial Advisor Jobs in United States Associate, Portfolio and Wealth Advisory (NYC) Capital Advisory Group - Capital Introduction - Associate Associate, Equity - Portfolio Company Advisory J.P. Morgan Wealth Management - National Branch - Personal Advisor - Westerville Managing Director - Family...

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...

A financial services company in Centurion seeks experienced Financial Advisors to help clients achieve their financial goals. Candidates should have at least 1 year of life insurance and investment selling experience, hold an RE5 certification, and possess a valid driver's license with their own transport. The role involves generating leads through networking and building relationships, providing...

A financial services company in Centurion is seeking an experienced Financial Advisor to engage with clients on their financial wellness. The ideal candidate will have a degree in Financial Planning, Business, Finance, or Economics and 13 years of sales experience in the insurance industry. Responsibilities include conducting financial needs analysis, providing tailored financial advice, and...

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...

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...

A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at least 5 years of experience in the financial industry and hold a relevant degree and CFP designation. This...

Randburg, South Africa | Posted on 03/20/2025 Category planners play a pivotal role in the success of any business that has its roots in the retail industry. In the case of DotActiv, they help us to transform the in-store experiences of our customers, drive sales and profit, analyse and profile clusters as well as use this information to recommend a customer-centric assortment plan to our...

Demand Planner (with FMCG experience) Job Description Location: Bryanston, Johannesburg (Hybrid) You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your professional expertise, talent, and drive to building...

Overview BDO Wealth Advisers (www.bdowealth.co.za) is recruiting a skilled and experienced Operations Manager to join our Financial Planning division. This role is based in Johannesburg, with national responsibilities supporting our Wealth clusters across regions. This position is full-time and permanent. What This Role Offers An opportunity to lead the operational backbone of a national...

Introduction A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team. Duties & Responsibilities - Provide financial planning and advice to individual and corporate clients. - Build and manage a sustainable book of business. - Conduct client reviews, needs analysis, and provide tailored...

A leading beverage company in South Africa is seeking a Finance Planner: COGS to join its Finance team. This role involves ensuring accurate cost management, reliable financial reporting, and effective analysis to drive profitability. You will support budgeting and forecasting, manage discounts, and collaborate with stakeholders to provide clear financial insights. The ideal candidate will have...

- 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 Responsibilities: - Engage telephonically and digitally with...

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales...

A leading financial planning firm is seeking a skilled Operations Manager based in Johannesburg to support national Wealth clusters. This role requires expertise in operational risk management, data governance, and team engagement. The ideal candidate will have significant experience in Financial Services and a Certified Financial Planner qualification. Responsibilities include ensuring...

- 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 Responsibilities: - Engage with prospective clients to highlight...

A flexible work opportunity provider in South Africa is seeking individuals to engage with customers in a sales-focused role. Candidates will undertake online training and assessments, and must have their own computer and cell phone to operate from home. This position can be either full-time or part-time, allowing for personal income growth based on effort and time invested. Enjoy the freedom to...

Overview Are you looking to earn an income/extra income working from home with flexible hours? This opportunity allows you to work on either a full-time or part-time basis and requires online training with assessments to establish competency. Responsibilities - Engage with customers in a sales-focused role - Complete the comprehensive online training programme and online assessments - Operate...