1,454 Certified Financial Planner jobs in South Africa

Experienced Financial Planner? Find your home for the next chapter.

The Hero (you):
 A proven, advice-led financial adviser (CFP preferred) with 
R100m+ AUM
 and 
3+ years'
 experience who cares about holistic planning—not product pushing.

The Problem:
 Your pipeline is unpredictable. You want growth, assets, and a clear succession path—without jumping into an empty swimming pool.

The Guide (us):
 
NMG Financial Planning (NMG Benefits).
 We've grown ~
60% YoY
 for three years by serving clients 
approaching retirement
. We've built repeatable retiree lead engines and partner with 
HR departments
 to open corporate networks.

Reality (capacity):
 Our biggest problem isn't that we want salespeople—
it's that we have more qualified retiree leads than our current adviser base can service, nationwide
. We need proven, advice-led planners to help us meet client demand across South Africa.

The Plan (3 steps):

1. Confidential intro
    with me
2. Supported transition
    + 
   warm retiree leads
    from day one
3. Build assets:
    a 
   very competitive, lucrative commission arrangement
   , 
   book purchases
   , and 
   structured succession

Proof (not theory):
 I can 
refer you to multiple advisers on our team
—real people, real numbers—so you can hear first-hand how the 
lead flow
 and 
growth
 work. This isn't wishful thinking.

Success (what winning looks like):
 Advisers commonly add 
~R50m–R80m AUM p.a.
 (illustrative). Recent examples: 
R100m → R150m
 in 12 months; 
R400m → R500m
 in 12 months. 
(Past performance isn't a guarantee.)

Keep in mind:
 It's 
not just the split
—it's the 
speed and scale
 at which you can 
grow your book
 here. We help you 
build your business
, create 
operational efficiencies
, and provide 
hands-on mentorship
 so you compound faster.

Avoid Failure:
 Stop waiting for cold referrals or product-led pressure.

Identity Shift:
 Become the trusted 
retirement guide
 with a growing book and a real exit path.

Must-haves:
 3+ years' experience, 
R100m+ AUM
, holistic advice ethos, strong investments, clean compliance.

Call to Action:
email 

 (confidential).

Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?

Is this you?

You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and driving business growth.

What you’ll be doing (and why you’ll enjoy it)

As a Wealth Manager, you will play a pivotal role in presenting ideal solutions to clients, acquiring new business, and increasing AUM as per targets. You will have the opportunity to network, grow a current client base, obtain referrals, and conduct presentations to introduce prospective clients to the services offered by the business. By providing comprehensive wealth management feedback and building meaningful relationships with clients, you will contribute to cross-selling opportunities and the overall growth of the business. You will enjoy the challenge of meeting and exceeding targets while delivering exceptional service to clients and working collaboratively with the Wealth Management team.

Where you’ll be doing it

You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering personalized financial solutions to high-net-worth individuals and families. You’ll be office based in stunning corporate offices in Claremont.

What you’ll need

To excel in this role, you will have proven and relevant experience of at least 5 years in giving advice and holistic financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales ability, interpersonal skills, and a commitment to delivering exceptional client service. You will possess excellent organizational ability, attention to detail, and the flexibility to adapt to changing business needs.

What you’ll get

In return for your hard work and dedication, you will receive a competitive salary, potential to earn uncapped commission, along with the opportunity to work with a team of industry experts and make a meaningful impact in the wealth management industry. Our client offers excellent career development opportunities and a supportive work environment where your contributions will be valued and recognized.

Overview

Reference: 10248 CM
Consultant: Christa Mostert

• Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
• Manage incoming calls and ensure that all calls are attended to in an efficient and timely manner.
• Work closely with Wealth Adviser.
• Provide ongoing feedback to clients.
• Preparing and implementing investment proposals.
• Processing of new business applications (capturing and quality checking).
• Follow up on applications and instructions.
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Ensure all electronic documents are loaded on the internal system.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Dealing with script transfers, personal share portfolios and load fees on IRESS system.
• We welcome innovative and creative thinking.

• Post graduate diploma in Financial Planning or BCom qualification
• At least 3 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)

• Email your comprehensive CV to
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

Company Description

Glynac is an AI-powered organizational intelligence platform designed to foster healthier, more connected, and high-performing teams. Our platform transforms communication patterns, meeting behaviors, and work rhythms into actionable insights, providing HR, operations, and leadership teams the tools to take early, empathetic action. We believe sustainable performance begins with understanding the human signals behind workflows, equipping companies to build a culture of awareness, trust, and resilience.

Role Description

This is a full-time remote role for a Certified Financial Planner (CFP) Wealth Manager. The Wealth Manager will be responsible for providing comprehensive financial planning services, including personal financial planning, investment strategy, and retirement planning. The role entails creating tailored financial plans, conducting financial analysis, and offering strategic advice to meet clients' financial goals. The Wealth Manager will maintain strong client relationships and ensure compliance with financial regulations.

Qualifications

• Financial Planning, Personal Financial Planning, and Retirement Planning skills
• Certified Financial Planner (CFP) designation
• Strong knowledge of Finance and Investment Strategy
• Excellent written and verbal communication skills
• Ability to work independently and remotely
• Bachelor's degree in Finance, Accounting, or related field; advanced degree is a plus
• Experience in wealth management and client relationship management
• Proficiency with financial planning software and tools

The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.

Roles And Responsibilities

• Optimize business profitability by identifying income opportunities and meeting agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients
• Issue confirmation of implementation to clients
• Conduct annual reviews with 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
• Understand and analyze estate plans and make necessary recommendations
• Understand and analyze a client financial needs analysis and make recommendations
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Understand and be able to compare the features and benefits of different risk products
• Have a fair understanding of the different analysis tools from a risk perspective
• Keep up to date with tax changes affecting financial/estate planning
• Provide clients with necessary product information when required

Required Qualifications:

• Post Graduate Diploma in Financial Planning
• Certified Financial Planner (CFP)
• Regulatory Examination 5 – Representatives

We're Hiring: Experienced Financial Planner – George/Mossel Bay

SWD BlueStar, a leading Sanlam-affiliated financial advisory practice, is looking for an experienced Financial Planner to join our growing team in the George/Mossel Bay area.

About Us

At SWD BlueStar, we pride ourselves on building long-term relationships with our clients through trusted advice, personalized financial solutions, and world-class service. With access to Sanlam's broad range of products and support, we empower our clients to achieve their financial goals with confidence.

The Opportunity

We are offering an established platform for an ambitious and client-focused financial planner who wants to grow their career in a professional and supportive environment.

What We're Looking For:

Minimum 3–5 years' experience as a Financial Planner/Advisor

Strong client relationship management skills

Relevant qualifications (RE5, FAIS compliant)

A driven, entrepreneurial mindset with a passion for financial planning

Based in or willing to work in the George/Mossel Bay area

What We Offer:

A supportive and professional practice environment

Access to Sanlam's world-class products, training, and systems

Growth opportunities and career development support

The ability to build and expand your client base within a trusted brand

If you are passionate about helping clients secure their financial future and want to be part of a dynamic team, we'd love to hear from you

Apply by sending your CV to

Location: George / Mossel Bay

JOB CONTEXT

The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

KEY ACCOUNTABILITIES

Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

MINIMUM REQUIREMENTS

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation