Junior Financial Planner - Port Elizabeth
Full-time
Headhunters
Requirements :
- Must be in possession of a completed Bachelor's degree or diploma in Financial Planning, Commerce, Economics, Finance, or a related field.
- Strong analytical and numerical skills.
- Outgoing, proactive, and client-focused.
- Passionate about personal finance.
- Committed to helping clients achieve financial success.
Responsibilities :
- Assist in the preparation and implementation of financial plans.
- Conduct client research and gather financial information.
- Prepare reports, proposals, and financial planning recommendations.
- Support senior financial planners with client reviews and meetings.
- Maintain accurate client records and ensure regulatory compliance.
- Monitor investment portfolios and assist with ongoing client servicing.
- Build and maintain strong client relationships.
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Junior Financial Planner - Port Elizabeth in Port Elizabeth, Eastern Cape vacancy
- ...Requirements: A tertiary qualification is non-negotiable. Experience in Financial Planning. Proven ability to generate new business and expand a client portfolio. Excellent communication and interpersonal skills. Fully bilingual. Own reliable transport...
- ...Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong... ...full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal financial...
- ...of 5 years' relevant accounting experience. Proven experience in taxation, including tax compliance, statutory submissions, and financial reporting and managing internal controls as well as liaise with auditors. Must have experience working with Pastel Accounting...
- ...demonstrate a passion for business by identifying opportunities for client solutions and service improvement. Demonstrate a strong passion for mentorship by training clients on new systems and assisting in the development and skill transfer to junior technical staff....
- ...such as price lists, policies, and procedural manuals. Handling travel arrangements, meeting bookings, and office calendars. Financial & Cash Office Duties Processing invoices, purchase orders, and supplier statements. Reconciling daily cash-ups, till...
- Requirements: ~ Diploma or degree in Graphic Design or a related field. ~3–5 years of design experience, including hands-on work in packaging or print production — this is essential, as packaging projects come through regularly and need to be handled without errors...
- Requirements: Matric (Grade 12) – essential. National Diploma in Electronic, Electrical, Automotive, or Information Technology (NQF 6) – essential. Trade Test advantageous Minimum 2–3 years’ experience in a manufacturing or production environment. Strong...
- ...date pipeline and report weekly on sales activity. Skills Enthusiastic and career-driven. Motivated by sales targets and financial rewards. Confident, persistent, and able to engage well with customers. Ready to learn, work hard, and build a professional...
- Requirements ~ Minimum Grade 12 qualification. ~1-3 years' of work experience. ~ Ability to communicate, present and influence on all levels of the organisation. ~ Proven ability to drive the sales process from initiation to completion. ~ Excellent listening,...
- Essential Requirements Valid drivers license. Own vehicle is required. Experience is optional - If you possess hunger, grit, and unstoppable ambition, our client will provide the training, tools, and support to transform you into a high-performing sales professional...
- ...plan requirements. Ensure the availability of all site services in conjunction with the Maintenance Superintendent and Maintenance Planner. Responsible and accountable for keeping up to date of critical spares list in the wheel making area. Ability to adapt and...
- Your Role In this role, you will be the key person driving new business development in your region. You will use your natural talent for connecting with people to open new doors and find prospective customers. This is an exciting opportunity to grow your career with...
- ...SALES EXECUTIVE (FMCG) /PORT ELIZABETH - Knowledge of the Garden Route/Inland area, as well as a successful track record in Sales. Must have valid drivers license and OWN RELIABLE VEHICLE Requirements: MUST HAVE Sales repping/Cold Calling experience (FMCG/Hospitality...
- Requirements: ND: Electrical Engineering. Up to 3 years experience in electrical drawings and design within a manufacturing environment. Computer literacy in MS Office and discipline-specific design software. Knowledge of production processes. Ability to...
- ...Branch Manager - Port Elizabeth Position Overview: A leading plastics manufacturing and distribution company is seeking an experienced... ...actions where required Manage budgets, cost controls, and financial reporting Uphold company values, professionalism, and...
- ...following is required: ~ Relevant Degree in Investment or Economics ~ Preferred Qualification for Wealth Advisor - Certified Financial Planner (CFP) ~3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients ~ FAIS...
- Requirements: ~ Valid drivers license & P number ~ Grade 12 ~ Pest Control Officer Certificate ~2-year PCO, HACCP and Structural Fumigation experience. Responsibilities: Work to company standards. Complete tickets on time. Manage and scan integrated...
- Requirements: ~ Certificate in a Technical Discipline or Maintenance-related field (NQF 5). ~ Trade Test (NQF 5). ~ First Line Management Certificate (FLMP) (NQF 5). ~ Diploma in a Technical Discipline or Maintenance-related field (NQF 6) (advantageous). ~ Up...
- ...technical support staff and field engineers Ensure high service delivery standards and operational efficiency Mentor and support junior technical staff where required Documentation and Client Service Maintain technical documentation, service reports, and client...
- ...sales targets Must demonstrate employment stability (no frequent job changes) Contactable references Location: Based in Port Elizabeth – candidate must reside locally Please note only candidates that meet the minimum requirements will be considered....
- Requirements: Minimum of 5 years' relevant experience. Must have a valid driver’s license. Must have their own reliable transport. Professional, reliable, and able to work independently as well as part of a team. Minimum of 5 years' relevant Human Resources...
- ...Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial...
- Requirements: Grade 12 qualification Qualification in the Trade of Corrugated Board Printing and Finishing Machine Minding Computer literacy is essential Understanding of ink viscosity and colour matching Ability and willingness to work shifts and overtime...
- Key Responsibilities Engage with clients to identify IT and technology requirements Conduct site assessments and solution discovery sessions Design and present solutions across: Managed IT Services Networking & Infrastructure Microsoft 365 & Cloud ...
- ...A well known Financial Service provider is looking for a marketer in Port Elizabeth to generate leads for the marketing team. This role offers a stable salary with a lucrative commission structure - Candidates must be based in PE with own reliable transport Activly...
- Exciting Opportunity: Join Our Team as a Sales Consultant! Are you ready to unleash your potential and thrive in a dynamic sales environment? We are seeking passionate individuals to join our team as Sales Consultants, where you'll have the opportunity to make a real impact...
- ...???????. ??????? ???? Candidates must be based in Gqeberha (Port Elizabeth). This position is open to South African citizens only. This... ...successful candidate will assume full responsibility for the financial sustainability and performance of the group across South Africa...
- ...Communication Prepare, analyse and review weekly and monthly operational reports. Ensure accurate reporting on KPIs, audits, financial performance, and action plans. Maintain effective communication with stores, management, and support teams. Support...
- ...Relevant Degree in - Degree in Finance, Economics or Accounting (CFP preferred) Have 3 to 5 years’ experience in an Investment, Financial Planning, Wealth Management and client facing environment as a Financial Advisor (Banking experience will be an advantage) Sub-category...
- Requirements: Grade 12 (Matric). Qualified Artisan with an N4 or equivalent trade qualification as a Fitter, Millwright, or Electrician. Minimum of 5 years' experience in an automated factory/manufacturing environment. Thorough knowledge of manufacturing ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Junior Financial Planner - Port Elizabeth. Be the first to apply!
