160 Certified Financial Planner jobs in Johannesburg

Overview

Nedbank Johannesburg, Gauteng, South Africa

Nedbank Johannesburg, Gauteng, South Africa

Direct message the job poster from Nedbank

At Nedbank, we see ourselves as money experts who do good. We strive to make a positive difference in our world by leveraging our expertise to create impactful financial solutions. Our commitment is rooted in our mission to improve the financial well-being of our clients and the community. Join us in our journey to make meaningful changes and advance financial security for all.

This is a full-time on-site role for a Financial Advisor located in Johannesburg. The Financial Advisor will be responsible for delivering personalized financial planning and advisory services to clients. Day-to-day tasks include assessing clients' financial situations, providing investment guidance, planning for retirement, and developing comprehensive financial strategies. The role involves closely collaborating with clients to meet their financial goals and ensuring ongoing financial health management.

• Experience in Financial Planning and Finance
• Skills in Retirement Planning and Investments
• Expertise in Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work independently and within a team
• Certifications such as CFP (Certified Financial Planner) or equivalent are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field

• Entry level

• Full-time

• Finance and Sales

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Introduction

A leading Financial Services company based in Johannesburg, is currently seeking a motivated, entrepreneurial and client-focused Financial Advisor to join their team.

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews, needs analysis, and provide tailored wealth solutions.
• Adhere to the company’s compliance and professional standards.
• Continuously stay up to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.

• RE5 qualification (Compulsory)
• CFP designation (Certified Financial Planner) – Advantageous
• Proven track record in financial advice or wealth management
• Strong understanding of investment products, estate planning, risk cover, and retirement solutions
• Ability to build and maintain a client base
• Excellent communication, networking, and interpersonal skills
• Compliance and regulatory awareness in financial services
• Self-driven with an entrepreneurial mindset

The company offers two flexible and rewarding engagement models tailored to your growth preferences and financial goals :

• Revenue split : 50% Advisor / 30% Head Office / 20% Branch
• Full use of company’s infrastructure including :
• Office space & meeting facilities
• Administrative and compliance support
• Access to company platforms, investment tools, marketing / events
• Equity participation in company – become a stakeholder in the business
• Full ownership of your income stream and client book

• Receive financing and a basic monthly income from Head Office
• Pre-allocated client book from Directors and Head Office
• Option to buy back your client book after a defined period
• Ideal for advisors needing support in the early stages of practice growth

Interested?

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za

Shortlisted applicants will be contacted within 2 weeks. If you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

Direct message the job poster from Envestpro. This position would ideally suit sales oriented candidates wanting to build their own financial planning practice, by offering quality holistic advice to individuals and corporates.

The career offers excellent opportunities for advancement and growth and is suitable for a driven, entrepreneurial individual who is well networked.

You are required to have your own vehicle and driver’s license in order to meet with clients outside the office, as well as a clear credit and criminal record in terms of regulated fit and proper requirements.

The role is commission based (initially, this changes over time) and includes training, mentorship and benefits and professional accreditation. We have a good value proposition in which you have a great earning potential and additional perks (including further study opportunities).

This role is for Gauteng based applicants only.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Location: Gauteng, South Africa

• Build your own financial planning practice by offering quality holistic advice to individuals and corporates.
• Meet with clients outside the office (requires own vehicle and driver’s license).
• Work within a commission-based compensation structure (initially, with changes over time).
• Participate in training, mentorship and pursue professional accreditation; leverage opportunities for further study and career growth.

• Own vehicle and driver’s license for client meetings outside the office.
• Clear credit and criminal record (regulated fit and proper requirements).
• Entrepreneurial mindset with strong networking abilities.
• Willingness to work in Gauteng and be based there.
• Comfort with a commission-based role and dedication to professional development.

Liberty is looking for entrepreneurs with a track record of sales success and experience in networking, identifying potential clients and closing business to join our dynamic team of Financial Advisors.

At Benchmark Capital, we’re partnered for success. You’ll benefit from prospect calling support, an experienced team, and a focus on providing financial security to clients.

Location: Johannesburg, Gauteng, South Africa

• Prospect and generate leads to secure client appointments


• Conduct professional Financial Needs Analyses and make tailored recommendations


• Achieve sales targets set by Liberty


• Build and maintain client relationships


• Provide professional, needs-based financial advice on investments, insurance, and health


• Stay up to date with FSCA legislative requirements and industry trends

• Matric + National Diploma or Degree


• 2+ years of work experience (sales experience essential)


• Own reliable vehicle (to attend client visits)


• Clear credit and criminal record


• Own laptop and uncapped internet access


• Willing to work on 100% commission


• Strong people skills and a target-driven mindset


• A well-established network and the ability to source new prospects


• Financial and business acumen


• Discipline to work remotely and manage your time effectively


• Commitment to continuous learning and staying ahead in the industry


• Impeccable work ethics

• Seniority level: Entry level


• Employment type: Full-time


• Job function: Finance and Sales

Application: Please send your CV and LinkedIn profile to

To submit your application, please apply here

Purpose: To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients

And a rewarding service experience and appropriate risk solutions.

Location: Johannesburg

Employment Type: Permanent

• 3 - 7 years
• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

• 7 years of 10 in the short term commercial account sales and servicing experience in brokerage; corporate experience is an advantage;
• 3 years in a management or supervisory capacity (Proven Track record)

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers' license

• Matric;
• Level 4 FETC Short Term Insurance Qualification;
• Post matric qualification is an advantage (BComm Risk/Accounting, BBA)

• Build excellent client relationships/service orientation
• Entrepreneurial/Business orientation
• Ability to work in an organized manner
• Self-confidence
• Drive/performance orientation
• Interpersonal skills

• Understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge (underwriting)

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(A) 61 Central Street, Houghton Estate, 2198

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Talent Acquisition Specialist at Momentum Group

We are looking for new and established financial advisors to join our business in Sandton and KZN.

At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your role is to help clients create strategies for managing their finances, aligning their decisions with their unique needs and aspirations.

• Meeting individually with clients to determine their financial objectives on their financial journey
• Network and canvas for potential clients
• Prepare financial plans and provide holistic financial advise to clients

• South African ID
• Grade 12
• Valid drivers license and own reliable vehicle

Even if you do not have industry experience, our comprehensive training programme and on-going mentoring, will provide you with the knowledge and skills to be successful.

If you are an established advisor looking for a change, lets discuss our exciting and lucrative value proposition.

• Not Applicable

• Full-time

• Sales, Finance, and Strategy/Planning

Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

1. Conduct thorough financial needs analysis for clients to understand their goals and objectives.
2. Develop and implement customised financial plans to meet clients' short and long-term goals.
3. Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
4. Build and maintain strong relationships with clients through proactive communication and exceptional service.
5. Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
6. Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Relevant certifications (e.g., CFP) preferred but not required.

Experience

Minimum 2 years of experience in financial advisory services; Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment.

End Date: December 31, 2025 (30+ days left to apply)

Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.