Current jobs related to Financial Planner - Johannesburg - Nedbank

  • Nedbank

    Financial Planner

    14 hours ago

    Nedbank Johannesburg

    Job Description · We are seeking a highly skilled Financial Planner to join our team at Nedbank Wealth Management SA Division. The successful candidate will provide expert financial advice to clients, helping them achieve their wealth creation goals. · Main Responsibilities: · An ...

  • Standard Bank of South Africa Limited

    Financial Planner

    1 week ago

    Standard Bank of South Africa Limited Johannesburg

    Key Responsibilities: · We are seeking a Financial Planner to grow their business within Standard Bank by providing tailored solutions to Private & Business Banking clients. · The successful candidate will provide holistic planning solutions, including estate planning, risk manag ...

  • Standard Bank of South Africa Limited

    Financial Planner

    6 days ago

    Standard Bank of South Africa Limited Johannesburg

    Job Title: Financial Planning Advisor · Business Segment: Personal & Private Banking, Johannesburg · We are seeking a skilled Financial Planning Advisor to grow our business by providing tailored financial solutions to clients. Key responsibilities include estate planning, risk m ...

  • Venture Refinery (Pty) Ltd

    Financial Planner

    1 week ago

    Venture Refinery (Pty) Ltd Johannesburg

    Build a Rewarding Career in Finance as a Financial Advisor · We are hiring a Financial Advisor to guide clients in investment planning and wealth management. If you possess strong people skills and financial knowledge, we encourage you to consider this opportunity. · Key Responsi ...

  • 90 degrees South (Pty) Ltd

    Financial Planner: Wealth Planner

    2 days ago

    90 degrees South (Pty) Ltd Johannesburg

    Generational Wealth Specialist · We are seeking a passionate and forward-thinking individual to join our team at 90 degrees South (Pty) Ltd. The successful candidate will be responsible for creating, preserving, and transferring generational wealth. · Key Responsibilities: · Deve ...

  • Standard Bank of South Africa Limited

    Executive Financial Planner

    1 week ago

    Standard Bank of South Africa Limited Johannesburg

    Job Title: Financial Planner · We are seeking a skilled Financial Planner to provide personalized financial and estate planning advice to high-net-worth individuals and businesses. · About the Role · The ideal candidate will have a strong understanding of complex financial needs ...

  • Liberty Group

    Professional Financial Planner

    6 days ago

    Liberty Group Johannesburg

    Unlock Your Potential: Become a Financial Planner with Hereford (Liberty/Standard Bank Group) · We are seeking a driven and ambitious individual to join our team as a Financial Planner. If you have a passion for business and finance, and are ready to turn your entrepreneurial spi ...

  • Fouche & Co Pty Ltd

    Salaried Financial Planner

    1 week ago

    Fouche & Co Pty Ltd Johannesburg

    Insurance and Wealth Creation Professionals t/a IWCP · Reference: DBN000206-JC-1 · Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. · Duties & Responsibilities · As an independent Financial Brokerage, our client pr ...

  • Standard Bank Group

    Executive Financial Planner

    2 hours ago

    Standard Bank Group Johannesburg

    Experience the best of career growth and professional development at Standard Bank Group, a leading Africa-focused financial services group that offers a wide range of career-enhancing opportunities. · We are passionate about creating growth in Africa and bringing true, meaningfu ...

  • Standard Bank Group

    Executive Financial Planner

    5 days ago

    Standard Bank Group Johannesburg

    **Career Opportunity at Standard Bank Group** · We are a leading Africa-focused financial services group, and an innovative player on the global stage, offering various career-enhancing opportunities. · Job Description: · Provide expert financial and estate planning advice to Pri ...

  • Standard Bank of South Africa Limited

    Executive Financial Planner

    2 hours ago

    Standard Bank of South Africa Limited Johannesburg

    Job Title: Financial and Estate Planning Advisor · The successful candidate will be responsible for providing expert financial and estate planning advice to clients across our Private and Business Banking divisions. · Key Responsibilities: · Develop and implement comprehensive fi ...

  • Standard Bank Group

    Executive Financial Planner

    2 days ago

    Standard Bank Group Johannesburg

    To develop and expand your financial planning services within Standard Bank, you will provide comprehensive solutions to Private & Business Banking clients through tailored approaches. This includes estate planning, risk management, business assurance, and investments in local an ...

  • Curiska

    Financial Planner Administrator

    3 days ago

    Curiska Johannesburg

    Job Description · Summary · This role requires an ambitious graduate professional who is eager and ambitious for a career in the financial planning industry – either specializing in client services or financial planning. We are seeking a highly skilled and motivated individual to ...

  • Curiska

    Financial Planner Administrator

    3 days ago

    Curiska Johannesburg

    Job Title: Financial Services Administrator/assistant · Location: Fourways · Purpose: · The Financial Services Administrator supports the financial services team by managing administrative tasks, client communications, and financial documentation. This role is ideal for an ambiti ...

  • Standard Bank Group

    Executive Financial Planner

    2 hours ago

    Standard Bank Group Johannesburg

    **Growth and Estate Planning Advisor Role** · We're seeking a skilled Growth and Estate Planning Advisor to provide personalized financial and estate planning advice to our Private and Business Banking clients. Your expertise will help us deliver tailored solutions to address the ...

  • Sanlam Limited

    Financial Planner

    1 week ago

    Sanlam Limited Sandton

    Sanlam Life Ltd is one of the top financial services providers in the South African market. · We focus on building lasting relationships with our financial advisors, supporting them to achieve their goals and realise their worth. · The role involves providing new and existing cli ...

  • Sanlam

    Financial Planner

    1 week ago

    Sanlam Randburg

    Hire a dedicated Credit Controller to manage and oversee credit control processes for our medical billing company. Contribute to the financial success of the organization in a supportive and professional environment. · Key Responsibilities · Manage customer accounts, ensuring acc ...

  • IWCP : Insurance & Wealth Creation Professionals

    Financial Advisor/Planner

    1 week ago

    IWCP : Insurance & Wealth Creation Professionals Sandton

    Build a Rewarding Career as a Financial Advisor at IWCP · We are seeking ambitious and driven professionals to join our team as Financial Advisors. As an IWCP Financial Advisor, you will have the opportunity to take control of your career, build lasting relationships, and create ...

  • Standard Bank of South Africa Limited

    Executive Financial Planner

    1 week ago

    Standard Bank of South Africa Limited Sandton

    Key Responsibilities: · We are seeking an experienced financial advisor to join our Personal & Private Banking team. · The successful candidate will provide expert advice on complex financial and estate planning matters to clients in the Private and Business Banking sectors, incl ...

  • Sanlam Limited

    Financial Planner

    2 days ago

    Sanlam Limited Roodepoort

    Job Description: · Sanlam Developing Markets (SDM) is a top financial services provider in the South African entry-level and emerging middle market. It aims to understand clients' unique requirements, offering simple and affordable financial solutions covering funeral insurance, ...

  • IWCP : Insurance & Wealth Creation Professionals

    Financial Planner

    1 day ago

    IWCP : Insurance & Wealth Creation Professionals Centurion

    Talent Acquisition Specialist · Embark on a path of professional advancement and personal growth with IWCP (Insurance and Wealth Creation Professionals). We present an exciting opportunity for a Financial Planner to join our team. · Why Choose IWCP? · Establish Your Own Thriving ...

    • Financial Planner - Johannesburg - Nedbank

    Nedbank
    Nedbank Johannesburg

    1 month ago

    Nedbank background
    Description

    Job Description

    To provide financial expertise and wealth creation advice to clients, ultimately positioning Nedbank as a premier banking institution.

    Key Responsibilities

    • Analyze client financial statuses to determine expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other necessary information for bespoke financial planning.
    • Examine and suggest tailored financial solutions and strategies to align with individual client goals.
    • Assist clients in implementing their plans and facilitate financial transactions.
    • Regularly review client portfolios and plans to adapt to changing life circumstances, needs, and requirements.
    • Maintain updated knowledge of industry regulations, practices, and financial products to ensure fit and proper status.
    • Demonstrate understanding of structuring, presenting, and reviewing financial plans for individuals and entities.
    • Stay abreast of approved products and services, continuously up-skilling on product and industry developments.
    • Understand and apply industry rules and regulations, maintaining full compliance.
    • Foster a sustainable and profitable practice.
    • Prioritize building and strengthening relationships through active participation in business engagements.

    Essential Qualifications

    • Matric / Grade 12 / National Senior Certificate
    • Diploma

    Preferred Qualification

    Preferred Certifications

    FAIS Qualification.

    Minimum Experience Level

    Role-specific experience, preferably within sales (1-5 years).

    Technical Knowledge

    • Administrative procedures and systems
    • Data analysis
    • Relevant software and systems knowledge
    • Relevant regulatory knowledge
    • Banking knowledge
    • Banking procedures
    • Cluster Specific Operational Knowledge
    • Business principles
    • Business terms and definitions
    • Governance, Risk and Controls
    • Building Trusting Relationships
    • Energy
Jobs
>
Johannesburg