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certified 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...
A leading financial services provider in Johannesburg is seeking an experienced Private Financial Advisor. In this role, you will provide tailored financial advice to clients, developing personalized financial plans while ensuring compliance with FAIS regulations. Strong financial planning acumen and a minimum of 3 years' experience in the industry are essential. The ideal candidate will also...
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...
Independent Financial Planner Job Specification 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...
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...
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...
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...
A financial services company is seeking a remote Financial Advisor to provide clients with financial guidance and actionable strategies. The ideal candidate will build strong client relationships and assess needs to create customized financial plans while offering investment advice. Key qualifications include expertise in Financial Planning, strong communication skills, and proficiency in...
A prominent financial institution in Johannesburg seeks a professional to provide holistic financial planning solutions telephonically. This role involves managing client portfolios and meeting sales targets while ensuring adherence to the regulatory requirements of the financial advisory industry. The candidate should have a Further Education and Training Certificate and a strong commitment to...
An established industry player is seeking passionate Wealth Managers and Financial Planning professionals to join their team in Johannesburg. This role offers a unique opportunity to work with high-net-worth clients, providing tailored offshore and onshore advice. You will receive extensive training and mentorship to enhance your skills and support your clients effectively. With a commitment to...
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...
A leading financial services provider in South Africa is seeking candidates to provide clients with professional financial advice and maintain long-term relationships. This role requires a Grade 12 qualification and successful completion of FAIS requirements. Candidates should have strong communication skills and the ability to achieve production targets. The company promotes personal growth and...
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....
A financial services group is seeking a Financial Adviser in Johannesburg, responsible for providing tailored financial advice and maintaining client relationships. Applicants should have at least a Grade 12 education and meet FAIS 'Fit and Proper' requirements. Successful candidates will engage in revenue generation through personalized financial planning and build sustainable client...
A leading financial services provider in South Africa is seeking a Financial Advisor to sell products and services, achieve sales targets, and maintain strong client relationships. Applicants must have Grade 12/Matric, be FAIS compliant, and possess customer service experience. The role involves providing financial advice and staying informed about market trends. This is a great opportunity for...
A leading financial services provider is seeking financial advisors in Johannesburg to offer professional financial advice and service existing clients. Successful candidates will focus on growing the client base, ensuring compliance with regulations, and building long-term relationships. The ideal candidate should have a Grade 12 qualification and meet FAIS requirements. This role promises...
A financial services provider in Johannesburg is seeking a professional to offer tailored financial advice and products to new and existing clients. The role involves maintaining client relationships, achieving business targets, and ensuring compliance with regulations. The ideal candidate will have Grade 12 and relevant financial advisory qualifications, alongside strong relationship management...