financial planner jobs in Eastern Cape

90 degrees South (Pty) Ltd is affiliated with one of the major banks in South Africa. Our team of Senior Financial Planners consists of independent contractors who are dedicated to legacy wealth creation and preservation. We focus on comprehensive financial planning solutions to help our clients achieve their financial goals. Role Description This is a full-time on-site role for a Senior...

Date: 15 Jan 2026 Location: East London, Eastern Cape, ZA 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 Planner Assistant Administrator

Financial Planner - Client Manager Berritta Consulting Adelaide, SA Financial Planning (Banking & Financial Services) Full-time $120,000–$140,000 per year Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment? Review the adviser role We have an outstanding opportunity for a seasoned financial planner to join a well-regarded...

Job Classification Requisition - 143448 Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family - Sales and Services Career Stream - Sales Leadership Pipeline - Manage Self: Technical FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

Business Segment: Personal & Private Banking Location: ZA, undefined, Johannesburg, East London 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 7Qualification (Advanced Diploma OR Degree) -...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

Reference: JHB000963-VM-1 National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch. Duties & Responsibilities The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate closely with the Financial...

Job Title: Financial Performance Manager About the Role: This position is responsible for maximizing profitability through accurate costing, disciplined financial analysis and proactive cost monitoring. - Prepare accurate reports on costs and expenses to support business decisions. - - Analyse production performance to identify key trends and variances in gross profit margins. - Monitor...

The purpose of the job is to assist a Service Consultant in delivering a professional and excellent quality of service and consulting advice to clients, in accordance with the Service level agreement and year planner. Ensuring the highest quality of client/member satisfaction through continuous relationship building at an employer and member level, and thereby ensuring client retention, taking...

Business Segment: Personal & Private Banking 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 credits or Qualification aligned with FAIS and...

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 financial services firm in Gqeberha seeks a full-time Senior Financial Planner to develop personalized financial plans and provide expert advice on investments and retirement planning. The ideal candidate will have a CFP designation, a bachelor's degree in a relevant field, and at least 2 years of experience in the financial services industry. Strong analytical, interpersonal, and communication...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

Job Classification Requisition Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

A leading financial services provider is seeking a Financial Advisor to join their team in East London, South Africa. The role involves providing comprehensive financial advice to clients, maintaining relationships to ensure loyalty, and targeting new business through networking and lead generation. The desired candidate should possess at least a Grade 12 qualification and meet the FAIS...

A leading bank in South Africa is looking for a motivated financial advisor to provide clients with financial expertise and wealth creation advice. This role requires analyzing clients' financial situations, developing customized financial plans, and assisting clients in implementing these plans. A Matric qualification and at least one year of experience in commercial sales are necessary, along...

Business Segment: Business & Commercial Banking Location: ZA, Eastern Cape, Mthatha, Suite, Shop 3, 3rd Floor Savoy Shopping Centre, 912 Nelson Mandela Drive, Mthatha, 5100 To grow and retain a portfolio of high-value Premium Segment relationships through partnering for growth using an ecosystem mindset to proactively provide a high-end differentiated service with premium solutions that add...

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,...

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,...