Current jobs related to Financial Planner - Rosebank - Liberty Standard Bank Group
-
Financial Planner
1 day ago
Cross Wealth Financial Services Cape Town Full timeThe Personal Financial Advisor will be responsible for providing financial planning, personal · finance advice, retirement planning, and financial services to clients. The role involves · developing customized financial strategies, analyzing financial data, and guiding clients · ...
-
Financial Planner
1 day ago
Cross Wealth Financial Services Cape TownCompany: Cross Wealth Financial Services · Company Description: Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. Since 2019, we have been serving as advocates for our clients and offering tailored insurance options, ens ...
-
Financial Planner R10000
1 day ago
Liberty Group Ltd Cape TownFinancial Planner Job Description · Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing ne ...
-
Financial Planner R10000.00
1 day ago
Liberty Group Ltd Cape TownFinancial Planner · Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the int ...
-
Financial Planner Vredenburg
1 day ago
Sanlam Cape TownFinancial Planner Vredenburg · Date: 30 Dec 2024 · Location: · 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 strong, lasting relationships with ou ...
-
Financial Planner George
1 day ago
Sanlam Cape TownSanlam Financial Planner George · Date: 29 Dec 2024 · Location: · 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 strong, lasting relationships with ...
-
Financial Planner Cape Town
1 day ago
Liberty Group Ltd Cape TownFinancial Planner Job Description · Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing ne ...
-
Senior Financial Planner and Analyst
1 day ago
Redember Cape TownRed Ember Recruitment (PTY) Ltd | Full time · Senior Financial Planner and Analyst · Cape Town, South Africa | Posted on 30/01/2025 · Red Ember Recruitment is looking for a Senior Financial Planner and Analyst for their growing company. · WHAT WILL YOU BE DOING? · Budgeting, Fore ...
-
Intern Financial Planner Pinelands
1 day ago
Status Staffing Cape TownArticled Financial Planner Internship · Reference: PC001616-RC-1 · Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of ...
-
Financial Planner Cape Town
1 day ago
Sanlam Group Cape TownJob Title: Financial Planner Cape Town · A challenging opportunity has arisen for a skilled Financial Planner to join our team in Cape Town. As a key member of our financial services division, you will be responsible for providing expert advice and guidance to new and existing cl ...
-
Senior Financial Planner and Analyst
1 day ago
amplify5 Wes-Kaapamplify5 City of Cape Town, Western Cape, South Africa · Senior Financial Planner and Analyst · We have an opportunity to expand our finance team to provide an additional support layer to our clients, finance teams, and projects area. · WHAT WILL YOU BE DOING? · Budgeting, Foreca ...
-
Financial Planner Cape Town
1 day ago
Sanlam Cape TownFinancial Planner Cape Town · Date: 31 Dec 2024 · Location: · Cape Town, 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 strong, lasting relationshi ...
-
Financial Planner Cape Town
1 day ago
Sanlam Limited Cape TownThe 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 high quality, in accordance with th ...
- The Recruitment Council CapeTown
Job Description: · An exciting opportunity has arisen for an experienced Administrative Assistant to provide comprehensive support to a team of Financial Advisers/Planners. The successful candidate will be responsible for assisting with daily administrative tasks and managing cli ...
-
Certified Financial Planner Claremont
1 day ago
The Talent Experts Cape TownWealth Management Professional · Seeking a results-driven and sales-focused individual to lead high-net-worth client relationships as a Wealth Manager. · The ideal candidate is passionate about delivering comprehensive financial planning and exceptional service, driving business ...
-
Weath Administrative Assistant
1 day ago
Code Red Recruitment NewlandsJob Title: Administrative Assistant · Purpose: · We are seeking an experienced administrative assistant to join our financial planning and wealth management team. The ideal candidate will be responsible for assisting clients and financial planners with client administration and i ...
-
Regional Manager, Financial Planning
1 day ago
Standard Bank of South Africa Limited Cape TownBusiness Segment: Personal & Private Banking · Location: ZA, Western Cape, Cape Town, Greater Bay · Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using th ...
-
Paraplanner
1 day ago
Rory Mackie & Associates Cape TownOverview: · Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personali ...
-
Salaried Wealth Manager
1 day ago
The Recruitment Council Cape TownAre you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance t ...
-
Commercial Planner
1 day ago
Outside Capital Cape TownFinancial Planner Position · Are you a CA(SA) with 2 years post articles and looking for your next step in Cape Town? Our client is seeking a meticulous and strategic Financial Planner to join their Cape Town office. This organization prides itself on its innovative approach to o ...
-
Paraplanner | Cape Town
1 day ago
The Recruitment Council Cape TownOur client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. · Responsibilities: ...
Financial Planner - Rosebank - Liberty Standard Bank Group

3 weeks ago

Description
At Liberty, our purpose is to secure the future dreams and aspirations of individuals and their loved ones. We're seeking talented Financial Planners/Advisors to join our dynamic team of professionals.
Award-winning Leadership Team and Employees
Become Part of a Thriving Professional Team
New Opportunities for Growth and Development
Join the Top Profession in Insurance and Wealth Management
About Us
We are Leaders in the Market for Long Term Insurance
No clickbait or urgency to apply quickly.
Avoid generic phrases like 'Join our team'.
Suitable candidates will be contacted directly.
The Role of a Financial Planner/Advisor
You'll work with clients to understand their financial goals and develop personalized plans to achieve them.
As a Financial Planner/Advisor, you'll have the opportunity to build long-term relationships with clients and help them create a brighter financial future.
This role requires excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and provide actionable recommendations.
MATRIC Certificate
Relevant tertiary qualification (advantageous)
Valid Driver's Licence
Laptop and computer skills
Credit and Criminal clear record
Entrepreneurial mind-set
An established network of clients and ability to prospect for new business
Flexible working arrangements available
Continued learning and development opportunities through our Educational Trust
Competitive incentives and rewards programs
Varied Business Initiatives
Group benefits
Attractive commission structure
-
Financial Planner
Full time Cross Wealth Financial Services- Cape Town
-
Financial Planner
Cross Wealth Financial Services- Cape Town
-
Financial Planner R10000
Liberty Group Ltd- Cape Town
-
Financial Planner R10000.00
Liberty Group Ltd- Cape Town
-
Financial Planner Vredenburg
Sanlam- Cape Town
-
Financial Planner George
Sanlam- Cape Town
-
Financial Planner Cape Town
Liberty Group Ltd- Cape Town
-
Senior Financial Planner and Analyst
Redember- Cape Town
-
Intern Financial Planner Pinelands
Status Staffing- Cape Town
-
Financial Planner Cape Town
Sanlam Group- Cape Town
-
Senior Financial Planner and Analyst
amplify5- Wes-Kaap
-
Financial Planner Cape Town
Sanlam- Cape Town
-
Financial Planner Cape Town
Sanlam Limited- Cape Town
-
Administrative Assistant to Financial Planners
The Recruitment Council- CapeTown
-
Certified Financial Planner Claremont
The Talent Experts- Cape Town
-
Weath Administrative Assistant
Code Red Recruitment- Newlands
-
Regional Manager, Financial Planning
Standard Bank of South Africa Limited- Cape Town
-
Paraplanner
Rory Mackie & Associates- Cape Town
-
Salaried Wealth Manager
The Recruitment Council- Cape Town
-
Commercial Planner
Outside Capital- Cape Town
-
Paraplanner | Cape Town
The Recruitment Council- Cape Town