Financial Planner Assistant jobs in Fourways

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...

Financial Assistant (17678 JR) (Permanent) Gauteng - JHB North - Finance Pub: 16 Jan 2026 Job Description - Assist financial reporting manager with financials and reporting for company - Ensure accurate reporting of financials. - Extracting of Tourplan reports to manage real costs in bookings and margins. - Ensure correct margins are being reported on bookings by means of various operational...

Join the global healthcare forefront as an Assistant Financial Manager! Reference: NFU011129-Ernie-1 Make a life-saving impact in a leading global healthcare company specializing in life-saving medications and technologies for infusion, transfusion, and clinical nutrition. Duties & Responsibilities Key Responsibilities: The appointed Assistant Financial Manager will be responsible for: -...

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...

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...

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...

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...

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...

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...

Liberty is Hiring! We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is revealed, growth is inevitable and where we give recognition for performance and excellent achievements. We...

Join the global healthcare forefront as an Assistant Financial Manager! Reference: NFU011129-Ernie-1 Make a life-saving impact in a leading global healthcare company specializing in life-saving medications and technologies for infusion, transfusion, and clinical nutrition. Duties & Responsibilities The appointed Assistant Financial Manager will be responsible for: - Compilation of monthly...

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....

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...

Financial Adviser Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism, and networking skills.. you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty offers a...

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...

Financial Planner Take control of your future and get paid your worth! Seeking Motivated, Professional and Driven individuals to work as Financial Planners for Liberty We offer ongoing support and World Class Training, accreditation as a Certified Financial Planner (CFP) and a lucrative commission structure. As a Liberty Adviser, you are the master of your career path. Job Details Employer:...

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 and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...

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...