Financial Planner

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planner

Date posted:

Tuesday, April 12, 2022

Location:

Pretoria, South Africa

Salary:

260 000


SUMMARY:
Financial Planner

JOB DESCRIPTION:

Join this established boutique wealth firm at their Durban North offices as a Financial Planner.

The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.

Grow and maintain existing client relationships, source new clients. 

Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.

Ensure all FAIS and FICA compliance requirements are met

Requirements:

2 years’ experience in a Wealth Management / Financial Advisory firm 

Solid exposure to Investments , Wealth & Risk Portfolios 

Fit and proper

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

Similar jobs you might be interested in:

Financial Planner and Analyst
Location: Johannesburg
Salary:
Behind every successful business is someone asking, "What's next?"
5 days ago


Senior Financial Planner (Estate and Trust Specialist)
Location: Pretoria
Salary:
If you’re a highly experienced financial planner who thrives on structuring complex, tax-efficient estate solutions and enjoys being the trusted technical expert in a high-performance environment, this Senior financial planner opportunity could be your next career move. Join a forward-thinking wealth planning team where precision, expertise, and innovation drive client success.
17 days ago


Centralised Proposition and Operations Assistant (Contract)
Location: Johannesburg
Salary: Monthly
Our Client a leader in the financial Services space, is seeking an experienced Centralised Proposition and Operations Assistant to join their team based in Sandhurst, Johannesburg. This is a 12‑month fixed‑term contract role.
1 day ago


Customer Relations Manager
Location: Johannesburg
Salary:
3 days ago


Wealth Management & Private Banking | Johannesburg
Location: Johannesburg
Salary: Market Related
Wealth Management & Private Banking | Johannesburg
9 days ago


Financial Planning Partner Assistant (Contract)
Location: Pretoria
Salary: Monthly
Our Client in the financial Services Industry is seeking to employ a financial Planning Partner Assistant to their team based in Menlyn Pretoria.This is a 12 - Month Fixed Term ContractAwesome career opportunity!
30 days ago


Qualified Financial Advisors - Pretoria - Basic Salary negotiable depending on experience
Location: Pretoria
Salary: Market-related
The purpose of this role is to prospect for and close new business while maintaining existing business.
35 days ago


Manager: Regulatory Affairs | Midrand
Location: Midrand, Gauteng
Salary: Market Related
Manager: Regulatory Affairs | Midrand
42 days ago


Manager: Regulatory Affairs | Midrand
Location: Johannesburg
Salary: market related
Manager: Regulatory Affairs | Midrand
42 days ago


Manager: Regulatory Affairs
Location: Midrand, Gauteng
Salary: Market-related
Manager: Regulatory Affairs
49 days ago


Create a free job alert for Financial Planner in Pretoria

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions

 

Jobseekers

Register your CV Search jobs CV writing

Recruiter

Advertise jobs Search the CV database

General

Disclaimer Terms and conditions Privacy policy Cookie policy POPIA manual Unsubscribe

© Copyright 2026 Job Placements. All Rights Reserved.