Executive Financial Planner jobs in Bedfordview

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...

Business Segment: Personal & Private Banking Location: ZA, Gauteng, Johannesburg, Eastgate 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...

Role Overview The Finance Executive is responsible for providing strategic financial leadership, ensuring robust financial governance, and supporting sustainable business growth. This role oversees all financial activities including accounting, budgeting, financial reporting, compliance, and risk management while aligning with Group-level policies and objectives. The role acts as a key business...

About the Role The Planning & Operations Executive manages the day-to-day administration & planning of operations for the Team. This person works collaboratively with internal departments, as well as cross-functionally with peers, other media disciplines, and account leadership. Key Focus Areas Data Management and Reporting: campaigns and competitor intelligence. - Operational Support:...

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...

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...

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...

PFG is the leading manufacturer of float glass in Southern Africa, as well as laminated glass and mirrors. The company produces 260 000 tons of float glass products per annum, supplying into both domestic and international building and automotive industries. Overview The Production Planner develops and manages the execution of the production schedule resulting in a balanced throughput, taking...

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...

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...

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 leading glass manufacturer in South Africa is looking for a Production Planner to oversee the execution of the production schedule and manage the supply chain for its Laminating and Mirror products. This role requires a minimum of 5 years experience in production operations or planning, along with relevant qualifications such as a Degree or Diploma in Industrial Engineering, Supply Chain, or...

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...

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...

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...

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...