Certified Financial Planner jobs

Job Title: Paraplanner Location: Rondebosch We are aiding the search for a qualified and experienced Paraplanner to join the "Personal Trust" team in Rondebosch. The Paraplanner will work closely with their financial advisors to provide comprehensive support in preparing and implementing financial plans for their clients. Responsibilities: 1. Conduct research on investment products, financial mar...

Requirements: Experience in sales long term insurance experience Experience with long-term insurance products Must have driver's licence and vehicle Proven sales record RE5 and Certified Financial planner (CFP) accreditation Lucrative packaged deals and benefits supplied by client

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is ...Requirements: Minimum Required Qualifications Grade 12. Bachelor's degree in business, finance, marketing, or a related field is mandatory. Cert...

RETIREMENT FUND CONSULTANT - BELLVILLE- CAPE TOWN Finance/Accounting Cape Town - Western Cape RETIREMENT FUND CONSULTANT MAIN PURPOSE OF ROLE: As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means of education and benefit counselling to members, Pensioners and Human Resource Business Partners whilst fostering relationships in compliance with the FSCA...

Duties:Leadership and Team Management:- Lead, inspire, and manage a dedicated team of sales consultants, fostering a culture of teamwork, accountability, and continuous improvement.- Provide guidance, coaching, and mentorship to ensure the professional growth and development of team members.- Monitor, manage, and ensure discipline among every sales consultant within the team, emphasizing self-res...

Duties:Leadership and Team Management:- Lead, inspire, and manage a dedicated team of sales consultants, fostering a culture of teamwork, accountability, and continuous improvement.- Provide guidance, coaching, and mentorship to ensure the professional growth and development of team members.- Monitor, manage, and ensure discipline among every sales consultant within the team, emphasizing self-res...

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range to drive upsell and cross-sell opportun...

RPO Recruitment's client is seeking a Wealth Manager to join their clients team in Pretoria. The successful candidate will be responsible for managing the financial portfolios of high-net-worth individuals and providing investment advice. The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries...

Duties: Leadership and Team Management: - Lead, inspire, and manage a dedicated team of sales consultants, fostering a culture of teamwork, accountability, and continuous improvement. - Provide guidance, coaching, and mentorship to ensure the professional growth and development of team members. - Monitor, manage, and ensure discipline among every sales consultant within the team, emphasizing self...

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range to drive upsell and cross-sell opportun...

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range to drive upsell and cross-sell opportun...

Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range to drive upsell and cross-sell opportun...

Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve them. This include...

Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry. As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their financial goals, develop customized financial...

Position: Senior Finance Administrator Location: Witbank Duration: Permanent Job Type: Full time Salary: R 15 000 R 25 000 (depending on experience) Report to: Finance Manager and Director RESPONSIBILITIES : The Senior Finance Administrator will be responsible for overseeing financial activities within the organisation, including accounts payable/receivable, budget management, financial reporting...

Job Details: Title: Wills Sales Manager Location: Pretoria, Gauteng Permanent: Yes Full time: Yes Industry: Insurance Salary / CTC: R 50 000 R 70 000 (basic plus great commission earning potential) Reports to: Head of Sales Job purpose Our Client is seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of their wills proposition, ensuring timely and pr...

A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by assessing their financial situation, developing personalized financial plans, and recommending suitable investment strate...

Are 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 to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

Are 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 to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your cu...