Financial Planner Jobs
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Search Results - Financial Planner Jobs
The Legends Agency-Cape Town
Financial Planner - Newlands, Cape Town - R25 000 - R30 000
Basic excluding commission, 13th cheque An opportunity to join an Independent Financial Advisory as an in-office Financial Planner in Newlands, Cape Town.
About Our Client Our client...
HR Genie-Pretoria
A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring...
The Recruitment Council-Hermanus (WC)
Job Specification Summary: Financial Planner
Core Role Overview
• Title: Financial Advisor
• Business Unit: Advisory Services
• Reports To: Head of Advisory Services
• Hermanus, Western Cape, South Africa
• - Company Values: Integrity...
HR Genie-Cape Town
A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring...
Headhunters-Queenstown
Requirements:
• A tertiary qualification is non-negotiable.
• Experience in Financial Planning.
• Proven ability to generate new business and expand a client portfolio.
• Excellent communication and interpersonal skills.
• Fully bilingual.
• Own...
5 similar jobs: Bhisho, Mdantsane, East London, Pretoria, Vereeniging
O'Brien Recruitment-Cape Town
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP...
Sanlam Limited-Johannesburg
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...
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Ikusasa Recruitment Group-Louis Trichardt
Key Skills
• Maintain and update the CRM systems (MyPractice / MyBase)
• General administration and compliance
• Preparing quotations for new and existing clients
• Issuing new policies, renewals and endorsements
• Building and maintaining good...
Sanlam Limited-Malmesbury
to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales...
Greys Personnel-Cape Town
Key Responsibilities
• Provide administrative and operational support to Financial Planning Partners.
• Act as the primary point of contact for clients, ensuring exceptional service.
• Prepare client documentation and maintain accurate client...
Sanlam Limited-Vereeniging (EC)
to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales...
O'Brien Recruitment-Cape Town
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP)...
Sanlam-Worcester (WC)
Sanlam Financial Planner Ceres
Date: 11 Jul 2026
Location:
Worcester, Western Cape, ZA
Company: Sanlam Group
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building...
sanlamcloud.co.za -
Mr Price Group-Durban
Job Description
• The FP&A Manager is responsible for leading the financial planning and analysis (FP&A) function to support the organisation’s strategic and operational objectives. You will provide insightful financial analysis, forecasting...
Jenrecruitment-Johannesburg
An established financial planning practice is seeking an experienced Financial Planning Assistant to join their team.
This opportunity is ideal for someone with previous experience supporting Financial Planners or Financial Advisors who understands...
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