Wealth Planner
Status Staffing · Posted today
About the role
Manager. 2-5 years' experience in high-net-worth and ultra-high-net-worth investment advisory and planning, financial planning... qualification. A completed Postgraduate Diploma in Financial Planning would be advantageous. Candidates currently completing the
Client Relationship Specialist / paraplanner
Status Staffing · Posted today
About the role
or Relationship Manager. Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial... in Financial Planning (PGDFP) (advantageous). RE5 certification (required). Valid Financial Services Provider (FSP) license
SENIOR PARAPLANNER
SRG Recruitment · Posted 1 days ago
About the role
+ years' experience in the financial planning industry, proficiency in financial planning software and analysis tools
Paraplanner | Sandton
The Recruitment Council · Posted 1 days ago
About the role
) About Our Client Our client is a highly respected, premier wealth management and financial advisory firm based in Sandton. Known... for their client-centric approach and high ethical standards, they provide bespoke financial solutions to high-net-worth individuals
Salaried Financial Planner (Client Portfolio Manager) | Newlands Cape Town
The Recruitment Council · Posted 3 days ago
About the role
& Qualifications Experience: Minimum 37 years of experience as a Financial Planner / Investment Advisor. Education: Relevant... Financial Advisory based in Newlands, Cape Town, specialising in local and offshore wealth management. They pride
Liberty Financial Planner and Advisor
Liberty · Posted 4 days ago
About the role
others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping... individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than
Merchandise Planner | Joburg | Fashion Brand
Recruit for Africa · Posted 5 days ago
About the role
MERCHANDISE PLANNER job available with an International established South African Apparel Fashion Retail Brand. The... Merchandise Planner will be focusing on the planning, buying, and distribution of merchandise and will work close with the buying
Standard Bank/Liberty Financial Planner and Advisor
Liberty · Posted 6 days ago
About the role
others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping... individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than
Financial Planner (Training provided)
Liberty · Posted 6 days ago
About the role
others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses... scheduled meetings Conduct in-depth financial analyses to provide expert guidance Empower clients to build and safeguard
Financial Planner (Training provided)
Liberty · Posted 6 days ago
About the role
others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses... scheduled meetings Conduct in-depth financial analyses to provide expert guidance Empower clients to build and safeguard
Standard Bank/Liberty Financial Planner and Advisor
Liberty · Posted 6 days ago
About the role
others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping... individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than
Financial Planner-Join our Championship Team
Liberty · Posted 15 days ago
About the role
Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners... needs and help maintain and grow the client's finances. As a Financial Planner you will learn to build your practice
Financial Planner - Cape Town
Liberty · Posted 15 days ago
About the role
. As a Liberty Financial Planner, you have the opportunity to run your own business within a business thereby combining... is looking for ambitious, driven and entrepreneurial individuals who want to make a meaningful impact in people's financial lives
Salaried Financial Planner
The Recruitment Council · Posted 25 days ago
About the role
of experience as a Financial Planner / Investment Advisor. Education: Relevant tertiary degree (BCom, BBusSci, or Honours strongly...Job Description Our client is a highly successful and growing Independent Financial Advisory based in Newlands, Cape
Salaried Financial Planner | Newlands Cape Town
The Recruitment Council · Posted 26 days ago
About the role
& Qualifications Experience: Minimum 37 years of experience as a Financial Planner / Investment Advisor. Education: Relevant... Financial Advisory based in Newlands, Cape Town, specialising in local and offshore wealth management. They pride
Salaried Financial Planner
The Recruitment Council · Posted 26 days ago
About the role
of experience as a Financial Planner / Investment Advisor. Education: Relevant tertiary degree (BCom, BBusSci, or Honours strongly...Our client is a highly successful and growing Independent Financial Advisory based in Newlands, Cape Town, specialising
Financial Planner - Newlands, Cape Town - R25 000 - R30 000
The Legends Agency · Posted 30 days ago
About the role
Financial Planner - Newlands, Cape Town - R25 000 - R30 000 Basic excluding commission, 13th cheque An opportunity... to join an Independent Financial Advisory as an in-office Financial Planner in Newlands, Cape Town. About Our Client Our client
Senior Financial Planner
Manpower · Posted 40 days ago
About the role
Financial Planner (Client Portfolio Manager) to join a growing, client-focused team based in Newlands, Cape Town... Requirements Minimum 3 years’ experience as a Financial Planner Fluency in English and Afrikaans (spoken and written) Relevant
Financial Planner (Estate Planning)
Hire Resolve · Posted 59 days ago
About the role
Job Summary Financial Planner (Estate Planning) | Pretoria or Cape Town Hire Resolve is seeking a highly technical... and detail-oriented Financial Planner specializing in Estate Planning to join a premier wealth management division. This role
Sanlam Financial Planner Ceres
Sanlam · Posted 81 days ago
About the role
financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal...Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're
Legal Specialist - Financial Planner and Advice
Yazoo Recruitment · Posted 1 days ago
About the role
Introduction Legal Specialist with an LLB Degree and Postgraduate Diploma in Financial Planning And minimum 5 years’ experience in the Financial Services Industry assisting Financial Advisers with financial planning advice, required to provide technical support to Advisers, for this FSP based in Tygervalley, Cape Town. Duties & Responsibilities Responsibilities: Provide proactive technical support to advisers Responsible for daily tactical and legal matters in the distribution environment Imple…
Legal Specialist - Financial Planner and Advice Market Related CTC salary offered
Yazoo Recruitment · Posted 1 days ago
About the role
Legal Specialist with an LLB Degree and Postgraduate Diploma in Financial Planning And minimum 5 years' experience in the Financial Services Industry assisting Financial Advisers with financial planning advice, required to provide technical support to Advisers, for this FSP based in Tygervalley, Cape Town. Responsibilities: Provide proactive technical support to advisers Responsible for daily tactical and legal matters in the distribution environment Implement regulatory changes Interact with m…
Financial Planner Klerksdorp
Senwes Limited · Posted 4 days ago
About the role
Description Senwes is looking for a Financial Planner to provide compliant, high-quality financial advice to an existing client portfolio, specialising in long-term insurance (risk cover) and investment solutions. Build and maintain strong client relationships, enhance portfolio suitability and outcomes, and grow the book through retention, cross-selling, and new business-while meeting all regulatory and internal quality standards. Key Duties and Responsibilities Manage and optimise an allocate…
Liberty Financial Planner and Advisor
Liberty Standard Bank Group · Posted 4 days ago
About the role
Build a Career That Changes Lives Including Your Own Are you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a careerit's a profession that offers unlimited earning potential, personal growth, flexibility, and the satisfaction of making a …
Financial Planner: Executive Wealth
Sanlam Group · Posted 6 days ago
About the role
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 our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that…
Paraplanner / Financial Planner position available
Techm Studios · Posted 6 days ago
About the role
Combined Wealth, a proud franchise of Fairbairn Consult, is looking for an energetic and motivated Paraplanner / Financial Planner to join our growing team. Who are we? Combined Wealth is well established franchise operating under the well-established Fairbairn Consult group. Fairbairn Consult is one of South Africa’s leading financial services practices, providing comprehensive wealth management, investment, retirement, fiduciary and risk planning solutions through a national network of profes…
Financial Advisor / Planner
InspHired Recruitment Solutions · Posted 6 days ago
About the role
Introduction Our client is a well-established financial services business specialising in insurance brokerage and risk management solutions committed to delivering personalised insurance advice, exceptional client service, and tailored risk solutions that help individuals and businesses protect what matters most. If you're a motivated Financial Advisor with experience in short-term insurance and a passion for building lasting client relationships, this is an excellent opportunity to grow your c…
Financial Advisor / Planner R20000
InspHired Recruitment Solutions · Posted 6 days ago
About the role
Our client is a well-established financial services business specialising in insurance brokerage and risk management solutions committed to delivering personalised insurance advice, exceptional client service, and tailored risk solutions that help individuals and businesses protect what matters most. If you're a motivated Financial Advisor with experience in short-term insurance and a passion for building lasting client relationships, this is an excellent opportunity to grow your career while e…
FINANCIAL ADVISOR / FINANCIAL PLANNER
ZDS Recruit · Posted 7 days ago
About the role
ZDS Recruit has partnered with a leading national financial advisory group entering its next phase of growth, and we are looking to connect with ambitious Financial Advisors and Financial Planners across South Africa. This opportunity is suited to people who want more than simply another position. It is for professionals who want to build and grow a client book, develop long-term client relationships and create a financial planning practice with real long-term value — while having access to the…
Financial Planner (Training provided)
Liberty Standard Bank Group · Posted 7 days ago
About the role
Are you driven & professional with a talent for building relationships, a knack for business and a passion for helping others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future. Do you want to move beyond paycheck-to-paycheck living and build lasting wealth for youself and your clients? Full training and mentorship is provided. What Youll Do : Succ…
Financial Planner (Training provided)
Liberty Standard Bank Group · Posted 7 days ago
About the role
Are you driven & professional with a talent for building relationships, a knack for business and a passion for helping others? As a Financial planning specialist, you'll play a pivotal role in assessing the financial needs of individuals and businesses, guiding them toward smart, tailored strategies that secure their future. Do you want to move beyond paycheck-to-paycheck living and build lasting wealth for youself and your clients? Full training and mentorship is provided. What Youll Do: Succe…
Standard Bank/Liberty Financial Planner and Advisor
Liberty · Posted 7 days ago
About the role
Build a Career That Changes Lives — Including Your Own Are you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a career—it's a profession that offers unlimited earning potential, personal growth, flexibility, and the satisfaction of making…
Standard Bank/Liberty Financial Planner and Advisor
Liberty Standard Bank Group · Posted 8 days ago
About the role
Introduction Build a Career That Changes Lives — Including Your Own Are you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a career—it's a profession that offers unlimited earning potential, personal growth, flexibility, and the satisfact…
Standard Bank/Liberty Financial Planner and Advisor
Liberty Standard Bank Group · Posted 8 days ago
About the role
Build a Career That Changes Lives — Including Your Own Are you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a career—it's a profession that offers unlimited earning potential, personal growth, flexibility, and the satisfaction of making…
Financial Planner Woodstock
Humankind Group · Posted 9 days ago
About the role
Reference: HC003836-Maseg-1 A Financial Planner to assist with financial planning and investment advise to existing clients. We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Requirements: 3 - 5 years of financial planning experience Experience managing existing clients Tertiary qualifications: Minimum NQF Level 6 qualification RE5 - Essential Solid experience/ record writing business cases Experience in retirement, unit trust, and investment pl…
Standard Bank/Liberty Financial Planner and Advisor
Liberty Standard Bank Group · Posted 9 days ago
About the role
Build a Career That Changes Lives Including Your Own Are you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a careerit's a profession that offers unlimited earning potential, personal growth, flexibility, and the satisfaction of making a …
Standard Bank/Liberty Financial Planner and Advisor
Liberty Standard Bank Group · Posted 9 days ago
About the role
Build a Career That Changes Lives Including Your Own Are you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a careerit's a profession that offers unlimited earning potential, personal growth, flexibility, and the satisfaction of making a …
Operations Assistant (Financial Planning)
Techm Studios · Posted 10 days ago
About the role
Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative and client service support to a national network of financial planners. Operating from the head office on a full-time basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product providers and…
FINANCIAL ADVISOR | WEALTH PLANNER
Liberty Standard Bank Group · Posted 10 days ago
About the role
Liberty is currently seeking ambitious, professional, and driven individuals to join our growing team of Financial Advisors. Whether you are an experienced sales professional, business development consultant, banker, recruiter, entrepreneur, or someone looking to build a rewarding career in financial services, this opportunity offers the platform to grow your income, build your own client base, and create a long-term professional legacy. As a Financial Advisor, you will work closely with indivi…
CAREER WITHOUT LIMITS. Financial Advisor / Financial Planner - Liberty Your Success. Your Business. Your Income.
Liberty Standard Bank Group · Posted 13 days ago
About the role
Are you an experienced financial professional looking for an opportunity where your earning potential is unlimited, your growth is in your hands, and your success is truly rewarded? Liberty is expanding its sales force and is looking for dynamic, entrepreneurial Financial Advisors to join our award-winning team of professionals. This is more than a job. It's an opportunity to build your own practice under one of South Africa's most respected financial services brands while enjoying the support,…
CAREER WITHOUT LIMITS. Financial Advisor / Financial Planner - Liberty Your Success. Your Business. Your Income.
Liberty Standard Bank Group · Posted 13 days ago
About the role
Are you an experienced financial professional looking for an opportunity where your earning potential is unlimited, your growth is in your hands, and your success is truly rewarded? Liberty is expanding its sales force and is looking for dynamic, entrepreneurial Financial Advisors to join our award-winning team of professionals. This is more than a job. It's an opportunity to build your own practice under one of South Africa's most respected financial services brands while enjoying the support,…
CAREER WITHOUT LIMITS. Financial Advisor / Financial Planner - Liberty Your Success. Your Business. Your Income. (Copy)
Liberty Standard Bank Group · Posted 13 days ago
About the role
Are you an experienced financial professional looking for an opportunity where your earning potential is unlimited, your growth is in your hands, and your success is truly rewarded? Liberty is expanding its sales force and is looking for dynamic, entrepreneurial Financial Advisors to join our award-winning team of professionals. This is more than a job. It's an opportunity to build your own practice under one of South Africa's most respected financial services brands while enjoying the support,…
Momentum Financial Planner
Momentum Metropolitan · Posted 14 days ago
About the role
Are you an ambitious Financial Advisor, Wealth Planner, Banker, Insurance Adviser, or Sales Professional looking for an opportunity where your effort truly determines your income? At Momentum Financial Planning , we're looking for driven professionals who want to build a successful practice, grow a loyal client base, and unlock unlimited earning potential while being backed by one of South Africa's leading financial services brands. This is more than just a job. It's an opportunity to build a r…
Financial Planner Gauteng
Momentum Metropolitan · Posted 14 days ago
About the role
Are you an ambitious Financial Advisor, Wealth Planner, Banker, Insurance Adviser, or Sales Professional looking for an opportunity where your effort truly determines your income? At Momentum Financial Planning , we're looking for driven professionals who want to build a successful practice, grow a loyal client base, and unlock unlimited earning potential while being backed by one of South Africa's leading financial services brands. This is more than just a job. It's an opportunity to build a r…
Momentum Financial Planner
Momentum Metropolitan · Posted 14 days ago
About the role
Build a Career Without Limits Are you an ambitious Financial Advisor, Wealth Planner, Banker, Insurance Adviser, or Sales Professional looking for an opportunity where your effort truly determines your income? At Momentum Financial Planning , we're looking for driven professionals who want to build a successful practice, grow a loyal client base, and unlock unlimited earning potential while being backed by one of South Africa's leading financial services brands. This is more than just a job. It…
Financial Advisor / Planner
IGrow Wealth Investments · Posted 14 days ago
About the role
IGrow Wealth Investments Group of Companies, proudly positioned as South Africa’s 1 Investment company, is seeking proactive and results-driven Financial Advisors/Planners to join our team in Durbanville , Cape Town . Take your career to the next level with an opportunity to make a lasting impact on the financial futures of your clients while building a successful career with a trusted industry leader. As part of our market-leading team, you'll benefit from world-class training, innovative fina…
Financial Planner Bloemfontein, Umhlanga, Pietermaritzburg, Hillcrest, Westville, Ballito
Liberty Standard Bank Group · Posted 14 days ago
About the role
Financial Freedom is a step away Liberty life is looking to partner with self-driven, motivated entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within the corporate sector and help you gain the financial freedom you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess their risk profile and provide long term financial solutions aligned with client's objectives and requirements. Matric Tertiary quali…
Financial Advisor - Durban
Techm Studios · Posted 14 days ago
About the role
Description: Our client is seeking driven and ambitious Financial Advisors to join our growing teams across the regions above. Fully qualified professionals get autonomy to build and manage their own practice within an independent brokerage framework, backed by access to multiple product providers, an established client base, and a strong internal referral network. Remuneration is uncapped commission. Requirements: Fully FAIS compliant and out of supervision for Category I products RE5 qualific…
Financial Advisor - Johannesburg
Techm Studios · Posted 14 days ago
About the role
Description: Our client is seeking driven and ambitious Financial Advisors to join our growing teams across the regions above. Fully qualified professionals get autonomy to build and manage their own practice within an independent brokerage framework, backed by access to multiple product providers, an established client base, and a strong internal referral network. Remuneration is uncapped commission. Requirements: Fully FAIS compliant and out of supervision for Category I products RE5 qualific…
Financial Planner Cape Town
Liberty Standard Bank Group · Posted 15 days ago
About the role
Liberty is looking for ambitious, driven and entrepreneurial individuals who want to make a meaningful impact in people's financial lives. As a Liberty Financial Planner, you have the opportunity to run your own business within a business thereby combining entrepreneurial freedom with the backing, expertise, technology and support of an established financial services organisation. You will help individuals, families and companies make confident financial decisions and work towards their financi…
Financial Planner - Cape Town
Liberty Standard Bank Group · Posted 15 days ago
About the role
ARE YOU READY TO BUILD MORE THAN A CAREER? BUILD YOUR OWN BUSINESS. BUILD YOUR FUTURE.Introduction Liberty is looking for ambitious, driven and entrepreneurial individuals who want to make a meaningful impact in people's financial lives. As a Liberty Financial Planner, you have the opportunity to run your own business within a business thereby combining entrepreneurial freedom with the backing, expertise, technology and support of an established financial services organisation. WHAT WILL YOU DO…
Financial Planner - Cape Town
Liberty Standard Bank Group · Posted 16 days ago
About the role
ARE YOU READY TO BUILD MORE THAN A CAREER? BUILD YOUR OWN BUSINESS. BUILD YOUR FUTURE. Liberty is looking for ambitious, driven and entrepreneurial individuals who want to make a meaningful impact in people's financial lives. As a Liberty Financial Planner, you have the opportunity to run your own business within a business thereby combining entrepreneurial freedom with the backing, expertise, technology and support of an established financial services organisation. WHAT WILL YOU DO? You will h…
Financial Planner-Join our Championship Team
Liberty Standard Bank Group · Posted 16 days ago
About the role
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 needs and help maintain and grow the client's finances. As a Financial Planner you will learn to build your practice with the support and grooming of sales coaches and experienced planners as well as receive accredited training. You will balance new client …
Business Development Officer / Paraplanner
Techm Studios · Posted 18 days ago
About the role
Requirements: Grade 12 / Matric Tertiary qualification (Bachelors Degree in Commerce, Finance, Investments would be essential) 3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous) Computer skills: Microsoft Office (Excel, Word, Outlook essential); Qlikview. Xplan experience. Responsibilities but not limited to: Operations Manage the alignment and expectation managemen…
Financial Planner
Agritalent · Posted 19 days ago
About the role
An Agritalent client, a leading agribusiness, seeks a Financial Planner to provide compliant, high‑quality financial advice to an existing client portfolio, specialising in long‑term insurance (risk cover) and investment solutions. Build and maintain strong client relationships, enhance portfolio suitability and outcomes, and grow the book through retention, cross‑selling, and new business—while meeting all regulatory and internal quality standards. Key Duties and Responsibilities Manage and op…
Sanlam Financial Planner Malmesbury
Sanlam Group · Posted 20 days ago
About the role
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 our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that…
Become a Financial Planner at Liberty Standard Bank Group
Liberty Standard Bank Group · Posted 26 days ago
About the role
Were not looking for average. Were not looking for comfortable. Were looking for hungry. If youre an entrepreneur trapped in a job If you know youre built for more If you can sell, connect, influence, and close Then keep reading. The Opportunity This is your chance to build your own financial practice under one of the most respected brands in financial services. You wont just have a job. Youll build an income-generating asset. Youll create long-term wealth. Youll change lives including your own…
Financial Adviser / Financial Planner
ACG Growth Partners · Posted 27 days ago
About the role
Home› Current Vacancies› Financial Advice ›Financial Adviser / Financial Planner Financial Adviser / Financial Planner Established Financial Planning Practice Cape Town Commission-Based Financial Advice Intermediate Ref ACG-FA-014 Position Financial Adviser / Financial Planner Company Established Financial Planning Practice Location Cape Town, Western Cape Region Western Cape Employment type Commission-Based Position level Intermediate Remuneration Disclosed to shortlisted candidates Reference …
Financial Planner (Training provided)
Liberty Standard Bank Group · Posted 27 days ago
About the role
Introduction Are you entrepreneurial, driven, and motivated by performance-based earnings? Do you want a career where your effort directly determines your income and growth ? We’re looking for ambitious individuals to build a long-term career in professional financial planning — not just a job, but a business within a business. Duties & Responsibilities Build and manage your own client portfolio. Provide professional advice on investments, risk, and wealth solutions. Conduct needs analyses and …
Financial Planner (Training provided)
Liberty Standard Bank Group · Posted 28 days ago
About the role
Are you entrepreneurial, driven, and motivated by performance-based earnings? Do you want a career where your effort directly determines your income and growth ? We’re looking for ambitious individuals to build a long-term career in professional financial planning — not just a job, but a business within a business. Build and manage your own client portfolio. Provide professional advice on investments, risk, and wealth solutions. Conduct needs analyses and deliver tailored financial plans. Devel…
Financial Planner (Estate Planning)
Hire Resolve · Posted 29 days ago
About the role
Financial Planner (Estate Planning) | Pretoria or Cape Town Hire Resolve is seeking a highly technical and detail-oriented Financial Planner specializing in Estate Planning to join a premier wealth management division. This role is essential for supporting Wealth Managers and Advisors by compiling comprehensive estate and risk proposals and ensuring the strategic implementation of financial planning instructions. Key Performance Areas: Estate & Risk Analysis: Prepare comprehensive estate and ri…