Wealth Planner - Umhlanga, KwaZulu-Natal

Wealth planners are responsible for securing new high and ultra-high net wealth clients for Warwick through signing lump sum investments to Warwick's suite of local and offshore investment products. · Prospect and source private clients through Warwick's IFAs. · Direct business t ...

The future of the financial planning career in South Africa is strong, with growing demand and evolving roles that leverage technology to enhance human-centered, holistic advice. · Ongoing client engagement through scheduled meetings · ...

Company Description · Berghshire Wealth is a team of dedicated financial planners, offering tailored solutions to meet clients' specific financial needs. With offices in Plattekloof, Western Cape, and KZN, the company has built a strong track record in the industry through expert ...

+Our team of financial planners is dedicated to providing expert guidance that enables our clients to confidently navigate their lifelong financial journeys. · ...

We are looking for motivated individuals to join our team as · Financial Planners. · ...

We're looking for motivated, business-minded individuals to join our team as Financial Planners. · This opportunity is ideal for those who are passionate about people, · driven to succeed, · eager to grow personally and professionally. · You'll have the opportunity · to help indi ...

We partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. · This role is ideal for individuals with a business mindset,QualificationsAre entrepreneurial in mindset and confident in building their own cli ...

We partner with high-performing professionals who are ready to take control of their careers and create long-term meaningful success. This role is ideal for individuals with a business mindset strong interpersonal skills and drive to grow something of their own. You'll gain acces ...

We partner with high-performing professionals who are ready to take control of their careers and create long-term meaningful success. · This role is ideal for individuals with a business mindset strong interpersonal skills and a drive to grow something of their own. · You'll gain ...

We partner with high-performing professionals who are ready to take control of their careers and create long-term, meaningful success. · ...

We're not just offering a job — we're offering a platform where you can build your own financial advisory business, · supported by a proven structure, elite mentorship, and a respected national brand. · This role is ideal for individuals with a business mindset, strong interperso ...

Company Description · Berghshire Wealth BlueStar, has a national footprint and is a trusted financial advising firm specializing in tailored solutions to meet individual client needs. With a team of dedicated financial planners, the company has built strong, long-term relationshi ...

· Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? · We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for con ...

To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation;*Job Responsibilities* · Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being aware of ...

Company Description · Berghshire Wealth BlueStar, has a national footprint and is a trusted financial advising firm specializing in tailored solutions to meet individual client needs. With a team of dedicated financial planners, the company has built strong, long-term relationshi ...

An upmarket and established financial planning corporation is seeking a Wealth Administrator with industry knowledge and experience. · ...

We're seeking a dynamic Wealth Acquisition Manager to join our KZN Team — individuals who will bring Nedbank's Connected Wealth vision to life. · ...

To manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy. · Formulate innovative solutions for our high net-worth clients on their wealth journey whilst being a ...

This is a full-time hybrid role for an Experienced Financial Advisor based in Durban with some work-from-home flexibility. · ...

This is a full-time hybrid role for an Experienced Financial Advisor based in Durban with some work-from-home flexibility providing comprehensive financial planning services including assessing clients' financial situations developing tailored financial plans conducting financial ...