Financial Planner Assistant jobs in Ethekwini

What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing Financial Planning team and align with the...

Who are we?Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life...

This position is a 6 month contract Matric is essential Qualification in investments / insurance / financial planning / business management would be an advantage 3-4 years experience in the financial services industry Computer literacy on Microsoft Office is essential Computer literacy on Spotlight would be an advantage Excellent verbal and written communications skills Customer centricity...

Financial Planner / Business Owner Envestpro KZN – Umhlanga | Entrepreneurial Career Opportunity | Build Your Own Business At Envestpro KZN, we partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. We're not just offering a job — we're offering a platform where you can build your own financial advisory business,...

Berghshire Wealth is one of Sanlam's biggest BlueStars, with national coverage in 4 provinces. Our team of financial planners is dedicated to providing expert guidance that enables our clients to confidently navigate their lifelong financial journeys. Our impressive track record in the industry is built on our commitment to fostering authentic relationships, and a no-frills approach to providing...

Overview Join our client’s team as a Financial Planner, where you’ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients’ financial situations, understand their long-term goals, and create tailored financial strategies that align with their unique needs. Key responsibilities include working directly with clients to analyze their financial...

Join the Liberty Life Umhlanga Financial Adviser Team Empower yourself. Empower others. Choose a path that creates impactful change. Are you passionate about helping people achieve financial freedom while building lasting client relationships? Do you want your effort and diligence to directly determine your rewards? As a Financial Adviser at Liberty, you'll receive full and ongoing training...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 28, 2026 - We are looking for an Assistant Planner for our Durban based Head Office, who would like to join our amazing team!! - The Assistant Merchandise Planner develops, maintains, analyzes and executes category level item plans for one or more departments. The Planner is also responsible for store allocations...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : March 01, 2026 - This position is responsible for coordinating and administrating financial operations within the assigned business unit/area. The Financial Controller reviews, analyses and interprets financial reports. Job Description Leadership and Oversight - Direct all aspects of accounting operations. - Coordinate...

2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : March 02, 2026 Job Description - Reporting into the Planning Manager, you will strategize, plan and execute a balanced profitable assortment in collaboration with your Buyer, based on historical, trend and customer/store analysis in line with the company’s strategy. - We require an experienced Planner who enjoys developing...

Our client in the Animal Nutrition industry is seeking a highly experienced Maintenance Planner with Pragma System MINIMUM REQUIREMENTS - Technical knowledge, solid understanding of maintenance systems - Ability to plan, prioritize and schedule task efficiently - Ability to analyse data and identify trends, ensuring the smooth operation of facilities and equipment by effectively planning ,...

Company Description Retailability, founded in 1984, is a leading South African-based group of retail brands, including Edgars, Kelso, and Keedo. With a presence of over 120 stores across Southern Africa, including South Africa, Namibia, Botswana, Lesotho, and Swaziland, Retailability specializes in delivering authentic and affordable fashion to its customer. The company is dedicated to making...

Merchandise Planner Durban Salary is negotiable depending on experience Requirements: - Grade 12/ Matric - Relevant 3-year Degree/ Diploma - Min 3-5 years relevant Retail Planning experience accountable for own area and managing allocators / order clerks. - Apparel / Accessories / Footwear experience is preferable. - Advanced knowledge of excel, retail systems and general computer skills -...

Company DescriptioniKhokha is a place where chance takers become change makers. At iKhokha, we believe in better. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. As one of the fastest growing Fintech's in Africa we've built a team of global change-makers who want to make an impact. If you believe in a better future, be a chance-taker and help us empower small...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Durban. The position is full-time and permanent. What this position offers: - The chance to join an established national Financial Planning team and align with the firm’s policies,...

Overview A leading food manufacturing company in Durban is urgently seeking the expertise of an experienced Sales and Operations Planner to join their team. The successful incumbent for this position will be responsible for: Implement and execute defined best practices, minimum standards, policies, processes, tools, technology, and enablers in the relevant company ways. Support Master Planner...

Our client in the Financial Services sector based in Berea, Durban is seeking the services of an experienced Financial Services Assistant. Requirements: - Matric - Degree or Diploma in Financial Services would be an advantage - IFA Support Experience will be an advantage - At least 5 - 8 years’ experience in the financial services arena - MS Office (Especially Excel) - Strong administrative...