131 Financial Planner jobs in South Africa

A well known company within the financial sector is looking for a Experienced Financial Planner :

Qualification and experience :

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.
• Minimum of 5 years of experience in financial planning, wealth management, or a similar advisory role within the financial sector.
• Strong knowledge of financial products, investment vehicles, and current market trends.
• Demonstrated expertise in tax planning, estate planning, and risk management.
• Excellent analytical, organizational, and problem-solving skills.
• Outstanding interpersonal and communication abilities, with a client-focused mindset.
• High ethical standards and commitment to maintaining confidentiality and integrity.
• Proficient in relevant financial planning software, CRM systems, and MS Office Suite.

Duties :

• Client Consultation and Relationship Building :

Conduct in-depth client interviews to assess financial needs, goals, and risk tolerance.

• Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor.
• Regularly review client portfolios and update plans as circumstances or market conditions change.
• Communicate complex financial concepts in clear, accessible language.
• Financial Planning and Strategy :

Develop comprehensive, customized financial plans tailored to individual client objectives.

• Analyze existing assets, liabilities, cash flow, insurance coverage, and tax status.
• Advise clients on investment opportunities, including stocks, bonds, mutual funds, and real estate.
• Provide guidance on retirement, estate, education, and tax planning.
• Recommend appropriate insurance products to manage risk.
• Investment Management :

Monitor market trends and adjust financial plans as needed.

• Research and evaluate financial products and investment vehicles to align with client goals.
• Implement strategies for asset allocation, diversification, and rebalancing.
• Ensure compliance with regulatory requirements and ethical standards in all investment recommendations.
• Compliance and Documentation :

Uphold all legal and regulatory requirements, including data privacy and Know Your Customer (KYC) protocols.

• Maintain meticulous records of all client interactions, plans, and transactions.
• Prepare regular reports and documentation for both clients and internal audits.
• Stay informed of industry changes, tax law updates, and financial products.
• Professional Development :

Pursue ongoing education and certifications to maintain and enhance professional competency.

• Participate in industry conferences, workshops, and networks.

A well known company within the financial sector is looking for a Experienced Financial Planner :

Qualification and experience :

• Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents.
• Minimum of 5 years of experience in financial planning, wealth management, or a similar advisory role within the financial sector.
• Strong knowledge of financial products, investment vehicles, and current market trends.
• Demonstrated expertise in tax planning, estate planning, and risk management.
• Excellent analytical, organizational, and problem-solving skills.
• Outstanding interpersonal and communication abilities, with a client-focused mindset.
• High ethical standards and commitment to maintaining confidentiality and integrity.
• Proficient in relevant financial planning software, CRM systems, and MS Office Suite.

Duties :

• Client Consultation and Relationship Building :

Conduct in-depth client interviews to assess financial needs, goals, and risk tolerance.

• Develop and maintain strong, trust-based relationships with clients, serving as their primary financial advisor.
• Regularly review client portfolios and update plans as circumstances or market conditions change.
• Communicate complex financial concepts in clear, accessible language.
• Financial Planning and Strategy :

Develop comprehensive, customized financial plans tailored to individual client objectives.

• Analyze existing assets, liabilities, cash flow, insurance coverage, and tax status.
• Advise clients on investment opportunities, including stocks, bonds, mutual funds, and real estate.
• Provide guidance on retirement, estate, education, and tax planning.
• Recommend appropriate insurance products to manage risk.
• Investment Management :

Monitor market trends and adjust financial plans as needed.

• Research and evaluate financial products and investment vehicles to align with client goals.
• Implement strategies for asset allocation, diversification, and rebalancing.
• Ensure compliance with regulatory requirements and ethical standards in all investment recommendations.
• Compliance and Documentation :

Uphold all legal and regulatory requirements, including data privacy and Know Your Customer (KYC) protocols.

• Maintain meticulous records of all client interactions, plans, and transactions.
• Prepare regular reports and documentation for both clients and internal audits.
• Stay informed of industry changes, tax law updates, and financial products.
• Professional Development :

Pursue ongoing education and certifications to maintain and enhance professional competency.

• Participate in industry conferences, workshops, and networks.

Financial Planner • Johannesburg, South Africa

4 days ago Be among the first 25 applicants

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At Kapital Finance , we don’t just hire advisors we create industry leaders . Backed by the strength of the Sanlam brand and a proven track record, we’ve developed 8 of the top 15 Falcon advisors nationwide . That’s not luck, that’s world-class training, elite mentorship, and a system that works.

If you have ambition, discipline, and the drive to build wealth for yourself and your clients, this is your opportunity.

We’re Building South Africa’s Next Top Financial Advisors

Powered by Sanlam. Defined by Excellence.

At Kapital Finance , we don’t just hire advisors we create industry leaders . Backed by the strength of the Sanlam brand and a proven track record, we’ve developed 8 of the top 15 Falcon advisors nationwide . That’s not luck, that’s world-class training, elite mentorship, and a system that works.

If you have ambition, discipline, and the drive to build wealth for yourself and your clients, this is your opportunity.

• Full product suite : Life, funeral, disability, income protection, medical, short-term cover, local & offshore investments, retirement solutions.
• Elite mentorship from South Africa’s top-performing advisors
• In-house admin support so you can focus on building relationships and growing your income
• Unlimited earning potential with competitive commission splits, vesting bonuses, annual performance bonuses, and all-expenses-paid international trips.

We’re looking for professionals who are:

• Exceptional communicators who build trust quickly
• Skilled at identifying client needs and providing tailored solutions
• Confident in sales, negotiation, and presenting value
• Self-motivated with the discipline to achieve ambitious goals
• Resilient, adaptable, and eager to learn
• In possession of a valid driver’s license and a reliable car

• Experienced financial advisors ready for stronger leadership, higher earnings, and better support
• Brokers and financial professionals looking to elevate their personal brand under South Africa’s most trusted name
• Ambitious individuals with no ceiling on their income goals and a genuine passion for helping people secure their financial futures

Apply today — Email your CV to or connect directly here on LinkedIn.

At Kapital Finance, you’re not just selling policies — you’re changing lives, building wealth, and leaving a legacy.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship - and the opportunity to study towards a post-graduate qualific.

Requirements:

• Tertiary qualification is preferable.
• A minimum of three years’ full-time working experience.
• Previous experience in the finance industry or outbound sales environment is a 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
• Career driven person with strong commercial acumen and excellent interpersonal skills.

Kindly ensure that your profile matches the above requirements before submitting your application.

Business Segment: Personal & Private Banking

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

• NQF level 7 Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products
• Understand the bank's products, processes and systems
• No Supervision required

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Business Segment: Personal & Private Banking

Location: ZA, Johannesburg, West Rand

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions, as well as provide solutions with respect to estate planning, risk planning, business assurance, and both local and offshore investments.

• NQF level 5 Certificate
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understanding of Long Term insurance products
• Understanding of the bank's products, processes, and systems
• No supervision required

• Negotiating
• Accurately interpreting data
• Implementing procedures
• Understanding regulations

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

Business Segment: Personal & Private Banking

To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.

• NQF level 7 Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

• 3-5 years' experience in a sales environment, specifically intermediary services for banking and insurance categories.
• Understand Long Term insurance products
• Understand the bank's products, processes, and systems
• No supervision required

• Negotiating
• Accurately interpreting data
• Implementing procedures
• Understanding regulations

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

We are looking for entrepreneurial, enthusiastic, and self-motivated individuals with excellent networking skills. Our elite program offers full training, mentorship, and the opportunity to study towards a postgraduate qualification. This is the.

Requirements:

• Tertiary qualification is an advantage.
• A minimum of three years’ full-time working experience.
• Previous experience in a sales environment is a strong advantage.
• Own vehicle and valid driver's license are a non-negotiable requirement.
• Ability to network, prospect, negotiate, and build relationships.
• Ability to work independently.
• Clear credit and criminal record.
• Career-driven person with strong commercial acumen and excellent interpersonal skills.

Kindly ensure that your profile matches the above requirements before submitting your application.

We are seeking passionate individuals to join our team as Financial Advisors.

• Provide personalized financial advice and solutions to clients.
• Assist clients in achieving their financial goals through tailored strategies.
• Build and maintain strong client relationships through effective communication and trust.
• Continuously expand your knowledge of financial products and market trends.
• Drive business growth by acquiring new clients and building a successful practice.

• Valid driver's license.
• Matric certificate or equivalent (degree preferable).
• Clear credit & criminal record.
• South African citizen.

• Changing Lives: As a Financial Advisor, you have the power to positively impact the lives of individuals and families by helping them secure their financial future.
• Building a Practice: Take charge of your career and build your own successful practice with the support of a reputable company.
• Training and Development: Access to ongoing training, mentorship, and professional development opportunities to help you excel in your role.
• Competitive Compensation: Enjoy competitive compensation packages, including performance-based incentives and benefits.

If you are driven, ambitious, and passionate about making a difference in people's lives, we want to hear from you! Join us in shaping the future of financial planning; apply now to become a valued member of our team. Send your CV to

Don't miss this opportunity to transform your career and make a meaningful impact!