Financial Planner Jobs
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Search Results - Financial Planner Jobs
Finding Personnel (Pty) Ltd-Trichardt
in Secunda to ensure youre set up for long-term success.
5. Client-Centric Practice Development
As a Financial Planner, you will help clients achieve their lifestyle and financial goals through holistic advice, relationship building, and ongoing plan...
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The Recruitment Council-Cape Town
experience as a financial planner
• Be fluent (speech and writing) in English and Afrikaans
• Relevant degree (Bcom/BusSci/Hons preferable)
• Must have passed the RE5 regulatory exam
• Applicants with the Certified Financial Planner CFP qualification...
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Curiska-Johannesburg
documentation. This role is ideal for an ambitious graduate professional eager to grow within the financial planning or client services field.
Key Responsibilities:
Follow up on instructions with stakeholders, manage client queries, and request documents...
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The Legends Agency-Cape Town
Financial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000
Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking...
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PartnerUp (Pty) Ltd-Cape Town
Purpose of role:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services
to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants...
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Finding Personnel (Pty) Ltd-Trichardt
in Secunda to ensure youre set up for long-term success.
• Client-Centric Practice Development
As a Financial Planner, you will help clients achieve their lifestyle and financial goals through holistic advice, relationship building, and ongoing plan...
Read more
Oxyon Human Capital Solutions-Johannesburg
and sales tools is an advantage.
Preferred Requirements:
• A relevant qualification in financial planning or insurance (such as a CFP, or equivalent) would be advantageous.
• Previous experience in a client-facing sales role within the financial services...
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1 similar jobs: Cape Town
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Fouche & Co Recruitment-Cape Town
Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.
In this role, youll manage...
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1 similar jobs: Johannesburg
iStaff Recruitment-Cape Town
Minimum Requirements:
1. Degree in Finance, Accounting, Economics, Data Science or related
2. 2-5 years of experience in a Financial Planning and/or a related Financial Analyst role.
3. Proficiency in Excel - advanced (Financial functions, VBA...
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Dante Personnel-Paarl
Minimum requirements:
• CFP qualification (Certified Financial Planner)
• Experience with Life Insurance Policies and policy structures
• Strong analytical and numerical skillscomfortable working with financial data and calculations
• Computer...
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Merand Corbett & Associates-Roodepoort
The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients lives and can facilitate and assist Financial Planning Partner(s).
• Strong personality.
***Only shortlisted candidates...
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2 similar jobs: Somerset West, George
Dante Personnel-Worcester (WC)
Minimum requirements:
• CFP qualification (Certified Financial Planner)
• Experience with Life Insurance Policies and policy structures
• Strong analytical and numerical skillscomfortable working with financial data and calculations
• Computer...
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The Recruitment Council-Durban
Main purpose of the job
Provide key support to the Financial Planner through professional, in-depth research and preparation
of best practice solutions for client wealth creation and holistic financial wellbeing.
Key responsibilities...
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Sanlam-Soweto
Financial Planner: Executive Wealth
Date: 14 Jun 2025
Location:
Soweto, Gauteng, 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...
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sanlamcloud.co.za -
Catch-Roodepoort
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office...
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simplify.hr -
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