440 Cfp jobs in South Africa

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

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.

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

Job Specification: Junior Financial Advisor (Salaried Role R30,000 per month + Incentives)

Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training)

Employment Type: Full-Time

Salary: R30,000 per month (fixed salary)

Role Overview

Were looking for a driven Junior Financial Advisor, salaried position , starting at R30,000 per month , with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification.

Youll work directly with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts , with a focus on investment planning and long-term financial strategies . The role offers deep professional development and a potential path to international expansion in the future.

Key Responsibilities

Assist with goal-oriented, realistic financial planning for individuals, businesses, and trusts .

Develop tailored investment, retirement, and estate strategies .

Support senior advisors in delivering compliant, high-quality advice to clients.

Stay informed on local and offshore markets, legislation, and products .

Conduct research, prepare financial plans and reports, and assist with portfolio reviews.

Participate in ongoing training, strategy sessions, and client meetings .

Contribute to maintaining strong, long-term client relationships.

Minimum Qualifications & Skills

CFP® certification or currently completing the CFP® qualification (required)

Grade 12 (Matric)

Wealth Management or similar qualification (minimum 120 credits, NQF Level 8)

13 years experience in a financial planning, investment advisory, or wealth management role

Strong understanding of the financial planning process and investment strategies

Professional communication skills and a high level of client engagement ability

Analytical, proactive, and detail-oriented

Able to work independently and collaboratively within a team

Experience working with high-net-worth individuals, corporates, and trusts is advantageous

What We Offer

Fixed salary of R30,000 per month

Small commission structure and opportunity for performance-based bonuses

Continuous training and mentorship

Work with HNW individuals, companies, and trusts both local and offshore

Opportunities for career growth in South Africa and internationally

Hybrid/Remote work options after full training and onboarding

Supportive, professional, and fast-paced work environment

Direct message the job poster from DAV Professional Placement Group

We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients.

What You’ll Do:

1. Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals.
2. Manage and optimize client portfolios using advanced financial modeling and market insights.
3. Conduct in-depth market analysis to identify emerging opportunities and mitigate risks.
4. Build and nurture long-term client relationships through strategic guidance and regular reviews.
5. Collaborate with internal teams to design innovative investment solutions.
6. Ensure full compliance with regulatory standards and ethical practices.
7. Mentor junior staff and contribute to a culture of continuous learning and excellence.

What We’re Looking For:

1. Extensive experience in investment consulting or portfolio management.
2. Strong analytical skills and a deep understanding of financial markets and instruments.
3. Proven ability to develop and maintain trusted client relationships.
4. Excellent communication and presentation skills.
5. A collaborative mindset and leadership qualities.

• Mid-Senior level

• Full-time

• Business Development, Consulting, and Customer Service

• Financial Services, Investment Management, and Investment Advice

Referrals can increase your chances of interviewing at DAV Professional Placement Group by 2x.

Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks.

Opportunity to start your professional sales career in the Financial Services Sector. We are looking for a dynamic, driven candidate to join us in improving people's lives by making their financial freedom possible.

With extensive training, support, and development opportunities, this is an amazing opportunity with unlimited boundaries to your earning potential and career growth.

We are looking for entrepreneurial individuals as well as experienced sales professionals to join our thriving team.

Key Activities :

• Networking/sourcing and prospecting to establish and maintain long-term client relationships
• Meet with clients in person
• Conduct detailed financial needs analysis and provide professional advice
• Create, grow and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and expand client portfolios
• Create and cultivate long-term client relationships and manage your professional practice
• Remain accredited and up to date with relevant market and industry related subjects

We’re looking for a sales professional with experience bringing in new leads and closing deals. You’ll be an expert relationship-builder and great at listening to clients.

• Tertiary qualification is highly preferential (Matric is essential)
• A minimum of three years full-time working experience in a client facing environment.
• Previous experience in a target driven sales environment is a very strong advantage.
• Own vehicle and valid driver's license is a non-negotiable requirement .
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently
• Clear credit and criminal record
• Proactive career driven person with strong commercial acumen.