Executive Financial Planner jobs in George

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...

Job Summary G4S Cash Solutions (SA), a leading provider of integrated cash management solutions, has a vacancy for an Planner based at our operations in George, reporting to the Branch Manager. We welcome applications from all suitably qualified candidates, but SA citizens will have a distinct advantage. Key Performance Areas (KPAs) Operations Planning and Coordination - Responsible and...

A leading financial institution in South Africa is seeking a professional for legacy planning. Responsibilities include managing a client portfolio, achieving revenue targets, and providing expert knowledge on local products. The role emphasizes exceptional customer service and compliance with legislative requirements. Candidates are encouraged to apply before the specified deadline, with a...

Closing Date 2023 / 03 / 31 Reference Number MMH230306-13 Job Title Financial Advisor - Cape South Coast Position Type Permanent Role Family Sales Cluster Metropolitan Life Remote Opportunity None of the time Location - Country South Africa Location - Province Western Cape Location - Town / City George Introduction Metropolitan is one of the oldest financial services brands in South Africa. With...

About the N2 Company The N2 Company helps small- to mid-sized businesses efficiently connect with affluent homeowners through high-quality monthly publications, targeted digital advertising, online media, and creative community events. Our portfolio includes 800+ custom publications across award-winning brands such as Stroll, BeLocal, Greet, Real Producers, Uniquely You, Salute, and N2...

Empowering Africa’s tomorrow, together…one story at a time. Job Summary To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To provide solutions for the client’s long term insurance and financial planning needs by regularly reviewing the client’s portfolio in order to build a sustainable broker practice. Job...

Overview Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape? A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding...

A financial services company is looking for a Wealth Manager in George, South Africa. This role involves providing tailored financial advice, investment planning, and support to high-income clients. The ideal candidate should have a relevant degree, Certified Financial Planner designation, and 3 to 5 years of experience in wealth management. Strong sales skills and compliance knowledge are...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...

A leading financial services provider is seeking a Wealth Manager in George, South Africa. The role requires providing financial services to high income clients with a focus on investment strategies. Ideal candidates should have a relevant degree, be a Certified Financial Planner, and possess 3 to 5 years of advisory experience. Responsibilities include developing financial plans, achieving sales...

Overview Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of...

time left to apply End Date: February 13, 2026 (21 days left to apply) job requisition id R31564 Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design...

Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.Hello future Wealth Manager,Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

Job Location: George, Western Cape, South Africa Application Deadline: February 13, 2026 Are you someone who can: - Inform and educate customers on products and services to ensure retention of existing customers, increase sales revenue and increase the organisation's customer base. - Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer...

A leading financial institution in South Africa is seeking an individual with banking experience to enhance client relationships and manage service gaps. The role requires a FAIS-aligned degree and 3-4 years in Personal and Private Banking, focusing on lending and transactional products. Candidates should possess strong communication skills, be client-focused, and able to execute campaigns...

Overview The Senior Mortgage Loan Originator II proactively solicits outside mortgage business to meet established loan quality, production and service goals. Develops and maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities, and professionals, builders, professional and personal contacts, as well as other...

Wealth Manager page is loaded## Wealth Managerlocations: Georgetime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 13, 2026 (22 days left to apply)job requisition id: R31570# Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus...

Overview Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of...

A leading financial services provider in South Africa is looking for a financial advisor to deliver tailored advice to clients. The role requires solid client relationship management skills and a thorough understanding of financial planning, compliance, and risk. Sanlam offers opportunities for personal development, enabling advisors to grow their careers while making a difference in clients'...

A financial services provider in South Africa seeks a Wealth Manager to advise high-income clients on investments and financial planning. The ideal candidate will possess a relevant degree and a Certified Financial Planner qualification, with experience in managing client portfolios. Responsibilities include analyzing financial data, providing proactive financial insights, and ensuring compliance...