74 Cfp jobs in Johannesburg

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 #J-18808-Ljbffr

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 #J-18808-Ljbffr

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development, Consulting, and Customer Service

Industries

• Financial Services, Investment Management, and Investment Advice

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

Set up job alerts for “Investment Advisor” roles.

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

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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: Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals. Manage and optimize client portfolios using advanced financial modeling and market insights. Conduct in-depth market analysis to identify emerging opportunities and mitigate risks. Build and nurture long-term client relationships through strategic guidance and regular reviews. Collaborate with internal teams to design innovative investment solutions. Ensure full compliance with regulatory standards and ethical practices. Mentor junior staff and contribute to a culture of continuous learning and excellence. What We’re Looking For: Extensive experience in investment consulting or portfolio management. Strong analytical skills and a deep understanding of financial markets and instruments. Proven ability to develop and maintain trusted client relationships. Excellent communication and presentation skills. A collaborative mindset and leadership qualities. Seniority level Mid-Senior level Employment type Full-time Job function Business Development, Consulting, and Customer Service Industries Financial Services, Investment Management, and Investment Advice Referrals can increase your chances of interviewing at DAV Professional Placement Group by 2x. Set up job alerts for “Investment Advisor” roles. Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks. #J-18808-Ljbffr

Overview

ProSidian seeks a Africa Investment Advisor (AIA) - Horn of Africa, headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa , to support an engagement for the International Development Finance Corporation. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs to create jobs in emerging markets.

The Africa Investment Advisor (AIA) - Southern Africa will perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. The AIA will work as a full-time ProSidian AIA on behalf of the United States International Development Finance Corporation in Sub-Saharan Africa.

Location / Place of Performance: Johannesburg, South Africa with a Geographic Coverage Area (GCA) including Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.

Responsibilities

The following services deliverables are expected, with travel from the place of performance primarily within the GCA and periodic international travel (about 50% of the time):

• TRANSACTION ORIGINATION: Identify and pre-screen transaction opportunities for DFC product lines in the GCA; conduct business development meetings with potential sponsors and other relevant parties; review project information documents; follow on opportunities from US Government; collect, complete and verify project information; assist with DFC Screening Committee documentation; enter transaction details on the Transaction Pipeline Tracker; ensure transactions originated by the AIA are appropriately recorded.
• DUE DILIGENCE SUPPORT: Assist with due diligence for transactions within the GCA; collect, complete, and verify due diligence information; monitor policy/legislation changes; verify conditions precedent to reach financial close; enter details on the Transaction Pipeline Tracker; support transactions through to screening/closing as applicable.
• PERFORMANCE MONITORING SUPPORT: Support post-execution performance monitoring for transactions that closed within the GCA; collect and verify development impact data; monitor policy changes; verify conditions after disbursements; enter details on the Tracker; categorize transactions as monitored as appropriate.
• FIELD PRESENCE SUPPORT: Provide field presence in the GCA; train local and inter-agency staff on DFC products and eligibility; participate in meetings and events; provide updates on DFC transactions; monitor changes in law, policy, or economic climate; assist travel logistics for senior personnel.
• OTHER PROGRAM REQUIREMENTS: Ensure readiness and participation: Team status meetings, interim updates, weekly plans, Pipeline Tracker updates, and timely submission of work products; maintain professional relationships and action plans.

Qualifications

Required Experience / Skills: Minimum five (5) years of full-time relevant work experience in investment banking, financial advisory, project development, development finance, project finance, financial services, or related consulting; at least three (3) years in emerging markets and at least two (2) years in Sub-Saharan Africa. Proficiency with MS Office (Word/Excel/PowerPoint); ability to communicate via email; Bachelor’s degree from an accredited university; ability to work independently with minimal supervision; existing and extensive network in Sub-Saharan Africa; ability to obtain facility access in the Embassy or Consulate; ability to travel for the DFC orientation program in Washington, DC within six (6) weeks of selection.

Language & Other Criteria: Fluent in English (reading, writing, speaking); ability to read, write, and speak additional languages as applicable; ability to obtain travel approvals and travel documents.

Geographic / Location: Johannesburg, South Africa; GCA includes listed African countries. Other performance locations may be required.

Travel, Security & Compliance

Travel: Occasional travel may be required; travel is coordinated and approved in advance per Federal Travel Regulations.

Security/Clearance: Some engagements require security clearance; a clearance is a valued asset in this portfolio.

Benefits & Additional Information

ProSidian offers an Employee Benefits Program, competitive compensation, group health/dental/vision insurance, 401(k) with company match, PTO, pre-tax benefits, purchasing discounts, and more. See full benefits details in the original posting.

EEO statement: ProSidian is an equal opportunity employer and considers qualified applicants without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or veteran status. Veteran status applicants are encouraged to apply.

How to apply: Use our career site at or email resumes to CAREERS @ PROSIDIAN.COM. Include job reference code in the subject line and provide name, address, phone, compensation expectations, employment history, and education details.

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Overview Pro Sidian seeks a Africa Investment Advisor (AIA) - Horn of Africa, headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa , to support an engagement for the International Development Finance Corporation. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs to create jobs in emerging markets. The Africa Investment Advisor (AIA) - Southern Africa will perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. The AIA will work as a full-time Pro Sidian AIA on behalf of the United States International Development Finance Corporation in Sub-Saharan Africa. Location / Place of Performance: Johannesburg, South Africa with a Geographic Coverage Area (GCA) including Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, e Swatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required. Responsibilities The following services deliverables are expected, with travel from the place of performance primarily within the GCA and periodic international travel (about 50% of the time): TRANSACTION ORIGINATION: Identify and pre-screen transaction opportunities for DFC product lines in the GCA; conduct business development meetings with potential sponsors and other relevant parties; review project information documents; follow on opportunities from US Government; collect, complete and verify project information; assist with DFC Screening Committee documentation; enter transaction details on the Transaction Pipeline Tracker; ensure transactions originated by the AIA are appropriately recorded. DUE DILIGENCE SUPPORT: Assist with due diligence for transactions within the GCA; collect, complete, and verify due diligence information; monitor policy/legislation changes; verify conditions precedent to reach financial close; enter details on the Transaction Pipeline Tracker; support transactions through to screening/closing as applicable. PERFORMANCE MONITORING SUPPORT: Support post-execution performance monitoring for transactions that closed within the GCA; collect and verify development impact data; monitor policy changes; verify conditions after disbursements; enter details on the Tracker; categorize transactions as monitored as appropriate. FIELD PRESENCE SUPPORT: Provide field presence in the GCA; train local and inter-agency staff on DFC products and eligibility; participate in meetings and events; provide updates on DFC transactions; monitor changes in law, policy, or economic climate; assist travel logistics for senior personnel. OTHER PROGRAM REQUIREMENTS: Ensure readiness and participation: Team status meetings, interim updates, weekly plans, Pipeline Tracker updates, and timely submission of work products; maintain professional relationships and action plans. Qualifications Required Experience / Skills: Minimum five (5) years of full-time relevant work experience in investment banking, financial advisory, project development, development finance, project finance, financial services, or related consulting; at least three (3) years in emerging markets and at least two (2) years in Sub-Saharan Africa. Proficiency with MS Office (Word/Excel/Power Point); ability to communicate via email; Bachelor’s degree from an accredited university; ability to work independently with minimal supervision; existing and extensive network in Sub-Saharan Africa; ability to obtain facility access in the Embassy or Consulate; ability to travel for the DFC orientation program in Washington, DC within six (6) weeks of selection. Language & Other Criteria: Fluent in English (reading, writing, speaking); ability to read, write, and speak additional languages as applicable; ability to obtain travel approvals and travel documents. Geographic / Location: Johannesburg, South Africa; GCA includes listed African countries. Other performance locations may be required. Travel, Security & Compliance Travel: Occasional travel may be required; travel is coordinated and approved in advance per Federal Travel Regulations. Security/Clearance: Some engagements require security clearance; a clearance is a valued asset in this portfolio. Benefits & Additional Information Pro Sidian offers an Employee Benefits Program, competitive compensation, group health/dental/vision insurance, 401(k) with company match, PTO, pre-tax benefits, purchasing discounts, and more. See full benefits details in the original posting. EEO statement: Pro Sidian is an equal opportunity employer and considers qualified applicants without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or veteran status. Veteran status applicants are encouraged to apply. How to apply: Use our career site at or email resumes to COM. Include job reference code in the subject line and provide name, address, phone, compensation expectations, employment history, and education details. #J-18808-Ljbffr

Overview Pro Sidian seeks a Africa Investment Advisor (AIA) - Horn of Africa, headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa , to support an engagement for the International Development Finance Corporation. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs to create jobs in emerging markets. The Africa Investment Advisor (AIA) - Southern Africa will perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. The AIA will work as a full-time Pro Sidian AIA on behalf of the United States International Development Finance Corporation in Sub-Saharan Africa. Location / Place of Performance: Johannesburg, South Africa with a Geographic Coverage Area (GCA) including Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, e Swatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required. Responsibilities The following services deliverables are expected, with travel from the place of performance primarily within the GCA and periodic international travel (about 50% of the time): TRANSACTION ORIGINATION: Identify and pre-screen transaction opportunities for DFC product lines in the GCA; conduct business development meetings with potential sponsors and other relevant parties; review project information documents; follow on opportunities from US Government; collect, complete and verify project information; assist with DFC Screening Committee documentation; enter transaction details on the Transaction Pipeline Tracker; ensure transactions originated by the AIA are appropriately recorded. DUE DILIGENCE SUPPORT: Assist with due diligence for transactions within the GCA; collect, complete, and verify due diligence information; monitor policy/legislation changes; verify conditions precedent to reach financial close; enter details on the Transaction Pipeline Tracker; support transactions through to screening/closing as applicable. PERFORMANCE MONITORING SUPPORT: Support post-execution performance monitoring for transactions that closed within the GCA; collect and verify development impact data; monitor policy changes; verify conditions after disbursements; enter details on the Tracker; categorize transactions as monitored as appropriate. FIELD PRESENCE SUPPORT: Provide field presence in the GCA; train local and inter-agency staff on DFC products and eligibility; participate in meetings and events; provide updates on DFC transactions; monitor changes in law, policy, or economic climate; assist travel logistics for senior personnel. OTHER PROGRAM REQUIREMENTS: Ensure readiness and participation: Team status meetings, interim updates, weekly plans, Pipeline Tracker updates, and timely submission of work products; maintain professional relationships and action plans. Qualifications Required Experience / Skills: Minimum five (5) years of full-time relevant work experience in investment banking, financial advisory, project development, development finance, project finance, financial services, or related consulting; at least three (3) years in emerging markets and at least two (2) years in Sub-Saharan Africa. Proficiency with MS Office (Word/Excel/Power Point); ability to communicate via email; Bachelor’s degree from an accredited university; ability to work independently with minimal supervision; existing and extensive network in Sub-Saharan Africa; ability to obtain facility access in the Embassy or Consulate; ability to travel for the DFC orientation program in Washington, DC within six (6) weeks of selection. Language & Other Criteria: Fluent in English (reading, writing, speaking); ability to read, write, and speak additional languages as applicable; ability to obtain travel approvals and travel documents. Geographic / Location: Johannesburg, South Africa; GCA includes listed African countries. Other performance locations may be required. Travel, Security & Compliance Travel: Occasional travel may be required; travel is coordinated and approved in advance per Federal Travel Regulations. Security/Clearance: Some engagements require security clearance; a clearance is a valued asset in this portfolio. Benefits & Additional Information Pro Sidian offers an Employee Benefits Program, competitive compensation, group health/dental/vision insurance, 401(k) with company match, PTO, pre-tax benefits, purchasing discounts, and more. See full benefits details in the original posting. EEO statement: Pro Sidian is an equal opportunity employer and considers qualified applicants without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or veteran status. Veteran status applicants are encouraged to apply. How to apply: Use our career site at or email resumes to COM. Include job reference code in the subject line and provide name, address, phone, compensation expectations, employment history, and education details. #J-18808-Ljbffr

Discovery – Mass Market Distribution Learnership: Wealth Management

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose

Is to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

• To QA all submitted business
• To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
• To compile and action work based on the daily, weekly and monthly reports
• To assist the Sales Manager
• Collaborate with all business areas
• Monitor office efficiencies
• Service financial advisers and serve as a conduit between the manager and business
• Compile and present monthly team reports
• Ensure all on-boarding occurs within set SLAs
• Receive and service walk in clients
• Serve as a liaison to Discovery
• To answer the phone and manage office functions. To serve as a frontline administrator and receptionist for walk in clients
• To assist the Sales Manager with insights and trend analyses

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Have effective communication skills in the written & verbal English language.
• Possess basic computer skills mainly MS Excel, MS Outlook & PowerPoint Presentations
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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Discovery Connect Learnership: Wealth Management

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Connect

Discovery Connect uses the world’s foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery’s products. We aim to cover one million lives by 2023 with our extensive product range – from health insurance, long and short term insurance and investments, to banking and Vitality.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

• Maintenance of accurate details and statistics related to queries received and resolved.
• Coordination of administration and routing of tasks and queries to correct departments and consultants.
• Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
• Comprehensive management of queries received
• Log IT request for call retrievals
• Assist with the retrieval of call recordings.
• Identify sales opportunities

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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