Financial Planner
Posted on 2025-04-10
Employer | Hire Resolve |
---|---|
Salary | 0 |
Category | Finance Accounting |
Location | Eastern Cape / Eastern Cape |
Job Summary
Location: PE
Company: Financial Services
Job Type: Full-time
We are seeking a highly motivated and skilled Financial Planner to join our client`s team. The ideal candidate will be responsible for providing financial guidance and advice to clients in order to help them achieve their financial goals and objectives.
Responsibilities:
– Conducting in-depth financial analysis and creating personalized financial plans for clients
– Providing recommendations on investment opportunities and strategies
– Monitoring and adjusting financial plans based on changes in clients financial situation or goals
– Assisting clients in developing a comprehensive understanding of their financial situation and options
– Educating clients on financial planning principles and strategies
– Building and maintaining relationships with clients to ensure long-term satisfaction and successful financial outcomes
Qualifications:
– Bachelors degree in Finance, Economics, Business, or related field
– Certified Financial Planner (CFP) designation preferred
– Minimum of 3 years of experience in financial planning or related field
– Strong analytical and problem-solving skills
– Excellent communication and interpersonal skills
– Ability to work independently and as part of a team
– Knowledge of financial planning software and tools
– Own client books
– Ability to work on commission-based structure
If you are a passionate and driven individual with a strong background in financial planning, we encourage you to apply for this position. Join our team and help clients achieve their financial goals.
Financial Planner position available in Eastern Cape, Eastern Cape. This job position was posted by Hire Resolve. The job has been posted as a char8000 ad on 2025-04-10 at 00:08:53 in the Finance Accounting category
Click Go Apply to apply online!
You might also like these jobs in the same area.
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Umhlanga: Financial Planner – High Commission Earning Potential posted by Liberty Life – Durban
We are currently growing our network of advisers. Begin a new career as a Financial Planner with proven support, flexibility, and unlimited earning potential.Qualifications: Matric (essential) Degree (preferable) Regulatory Exam (RE exam) (highly advantage
View Job
Financial Planner – High Commission Earning Potential
Johannesburg: Financial Planner Administrator
Job Title: Financial Services Administrator/assistant Job Location: Fourways Job Purpose: The Financial Services Administrator will support the financial services team by managing administrative tasks, client communications, and financial documentation. Th
View Job
Financial Planner Administrator
Johannesburg: Financial Planner Administrator
Requirements: General Must have excellent knowledge of investment products Preference for investment management, financial planning, accounting, tax or CFP At least 2 years’ experience in a financial services environment Knowledge of the financial services
View Job
Financial Planner Administrator
Pretoria: Financial Planner
A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry. Your: Education A financial qualification is essential (e.g. B Com finance, accounting, investment management); A Post Graduate dipl
View Job
Financial Planner
Johannesburg: Paraplanner – Financial Advisory
A growing bespoke financial advisory firm is looking for a paraplanner with 3 years experience to join their team. The role will be working with the Director and assisting in the planning of individual and corporate investments and estate planning. The suc
View Job
Paraplanner – Financial Advisory
Johannesburg: Financial Planner Administrator posted by Curiska
Job Title: Financial Services Administrator/assistantJob Location: Fourways Job Purpose:The Financial Services Administrator will support the financial services team by managing administrative tasks, client communications, and financial documentation. This
View Job
Financial Planner Administrator
Johannesburg: Financial Planner Administrator posted by Curiska
Requirements:GeneralMust have excellent knowledge of investment productsPreference for investment management, financial planning, accounting, tax or CFPAt least 2+ years experience in a financial services environmentKnowledge of the financial services ind
View Job
Financial Planner Administrator
Durban: Financial Planner posted by Tower Group
We are looking for dynamic and results-driven Financial Planners with a proven track record to join our client in the financial services sector. This role is 100% commission-based, providing high earning potential for individuals who excel in sales and cli
View Job
Financial Planner
Cape Town: Financial Planners posted by Sagen Advisory
We, Sagen Advisory, are recruiting several Financial Planners 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
View Job
Financial Planners
Western Cape: Financial Advisor / Planner posted by I Grow Wealth Investments
To qualify for this position, you need:Have a relevant diploma/degree (financial qualification advantageous - RE5 certification)Minimum 2 years of property sales experience, or experience in a financial advisory roleTrack record of excellence in achieving
View Job
Financial Advisor / Planner
Cape Town: Administrative Assistant To Financial Planners posted by The Recruitment Council
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
View Job
Administrative Assistant To Financial Planners
Cape Town: Paraplanner posted by CA Financial Appointments
Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client file
View Job
Paraplanner
South Africa: Financial Planner / Sales Consultant (It) posted by AtripleA recruitment & temps
Our client in the Life Insurance Industry are looking to invest in the future of passionate and target-driven individuals as a Financial Planner. Please send CV and latest pay slip to AtripleA recruitment & temps Financial Planner / Sales Consultant (It)
View Job
Financial Planner / Sales Consultant (It)
Cape Town: Financial Planner (12 – Month Contract) posted by Isilumko Staffing
Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and s
View Job
Financial Planner (12 – Month Contract)
Kwazulu-Natal: Financial Planner – Kzn Midlands posted by Hire Resolve
DescriptionHire Resolve is currently seeking a Financial Planner to join our client`s team , working at a mill in the KZN Midlands. .As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients in
View Job
Financial Planner – Kzn Midlands
Durban: Financial Planner posted by Hire Resolve
Hire Resolve`s Client is seeking a dedicated and experienced Financial Planner to join their dynamic team.As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop
View Job
Financial Planner
Durban: Financial Planner posted by Hire Resolve
Join our client`s team as a Financial Planner, where you`ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients` financial situations, understand their long-term goals, and create tailored financial
View Job
Financial Planner
Eastern Cape: Wealth/Financial Planner posted by Hire Resolve
We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client`s team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for cl
View Job
Wealth/Financial Planner
Eastern Cape: Financial Planner posted by Hire Resolve
Job Title: Financial PlannerLocation: PECompany: Financial ServicesJob Type: Full-timeWe are seeking a highly motivated and skilled Financial Planner to join our client`s team. The ideal candidate will be responsible for providing financial guidance and ad
View Job
Financial Planner
Cape Town: Certified Financial Planner posted by Hire Resolve
Job Title: Certified Financial PlannerLocation: George WC, or Cape Town WCCompany: Property Investor with over 30-40Mil in PropertyJob Type: Full-timeSalary: Commission BasedJob Description:We are seeking a highly-skilled and experienced Certified Financia
View Job
Certified Financial Planner