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Results for retired accountant in "retired accountant" in South Africa in South Africa
1
A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1280989-Job-Search-4-15-2026-4-19-06-AM.asp?sid=gumtree
4d
Job Placements
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A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1280990-Job-Search-4-15-2026-4-20-06-AM.asp?sid=gumtree
4d
Job Placements
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A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1279535-Job-Search-4-10-2026-4-12-26-AM.asp?sid=gumtree
9d
Job Placements
1
A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1279532-Job-Search-4-10-2026-4-00-34-AM.asp?sid=gumtree
9d
Job Placements
1
A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1279517-Job-Search-4-10-2026-3-44-22-AM.asp?sid=gumtree
9d
Job Placements
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Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!Location: South of Johannesburg What we offer: - Commission-based earning potential- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial servicesWhat Youll Do: - Provide clients with expert financial advice and planning- Create and manage comprehensive financial plans- Guide clients through investment options and strategies- Perform detailed risk assessments- Develop retirement planning strategies- Review and optimize client portfolios for asset growth- Conduct market research and financial analysis- Stay current with financial trends and legislation- Build and maintain strong client relationshipsEssential Requirements: - Minimum 2 years of financial planning at a registered financial service provider- Existing date of first appointment as representative with FSCA- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field- Industry-approved qualificationCore Skills Required: - Financial Planning and retirement planning expertise- Proficiency in finance, investment, and long-term risk insurance- Strong analytical and problem-solving abilities- Excellent interpersonal and communication skills- Ability to work independently and as part of a team- Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1281433-Job-Search-4-16-2026-5-27-18-AM.asp?sid=gumtree
3d
Job Placements
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Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education:Postgraduate Diploma in Financial PlanningWorking toward or having achieved Certified Financial Planner® (CFP) statusAt its core, the paraplanners role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes:- Conducting financial needs analyses (risk, pre-retirement, post-retirement)- Preparing investment proposals and client review files- Managing client relationships and coordinating with product providers- Ensuring documentation complies with CAR, POPI, FICA, and FAIS regulationJob- Performing quality control and overseeing implementation of advice- In-depth understanding of financial planning systems and tools used.Research and Data Gathering: Collecting and analyzing client financial information, market data, and product details.Product and Strategy Analysis: Evaluating financial products, investment opportunities, and assisting the advisor with implementing suitable strategies.Proficiency in: X-Plan, financial planning software, and CRM systems. Strong analytical, communication, and presentation skills.Important: capable of stepping into an advisors role in case of emergency, ensuring continuity of service and client care. This requires not only technical competence but also the ability to engage professionally with clients and uphold the firms standards.While some paraplanners use the role as a stepping stone to become a financial advisor, others choose to remain in this capacity long-term, contributing deeply to the planning process and client outcomes.
https://www.jobplacements.com/Jobs/P/PARAPLANNER-CPT-1282034-Job-Search-4-17-2026-8-55-35-AM.asp?sid=gumtree
2d
Job Placements
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Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education:Postgraduate Diploma in Financial PlanningWorking toward or having achieved Certified Financial Planner® (CFP) statusAt its core, the paraplanners role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes:- Conducting financial needs analyses (risk, pre-retirement, post-retirement)- Preparing investment proposals and client review files- Managing client relationships and coordinating with product providers- Ensuring documentation complies with CAR, POPI, FICA, and FAIS regulationJob- Performing quality control and overseeing implementation of advice- In-depth understanding of financial planning systems and tools used.Research and Data Gathering: Collecting and analyzing client financial information, market data, and product details.Product and Strategy Analysis: Evaluating financial products, investment opportunities, and assisting the advisor with implementing suitable strategies.Proficiency in: X-Plan, financial planning software, and CRM systems. Strong analytical, communication, and presentation skills.Important: capable of stepping into an advisors role in case of emergency, ensuring continuity of service and client care. This requires not only technical competence but also the ability to engage professionally with clients and uphold the firms standards.While some paraplanners use the role as a stepping stone to become a financial advisor, others choose to remain in this capacity long-term, contributing deeply to the planning process and client outcomes.
https://www.jobplacements.com/Jobs/P/Paraplanner-1282031-Job-Search-4-17-2026-8-47-06-AM.asp?sid=gumtree
2d
Job Placements
1
Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education:Postgraduate Diploma in Financial PlanningWorking toward or having achieved Certified Financial Planner® (CFP) statusAt its core, the paraplanners role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes:- Conducting financial needs analyses (risk, pre-retirement, post-retirement)- Preparing investment proposals and client review files- Managing client relationships and coordinating with product providers- Ensuring documentation complies with CAR, POPI, FICA, and FAIS regulationJob- Performing quality control and overseeing implementation of advice- In-depth understanding of financial planning systems and tools used.Research and Data Gathering: Collecting and analyzing client financial information, market data, and product details.Product and Strategy Analysis: Evaluating financial products, investment opportunities, and assisting the advisor with implementing suitable strategies.Proficiency in: X-Plan, financial planning software, and CRM systems. Strong analytical, communication, and presentation skills.Important: capable of stepping into an advisors role in case of emergency, ensuring continuity of service and client care. This requires not only technical competence but also the ability to engage professionally with clients and uphold the firms standards.While some paraplanners use the role as a stepping stone to become a financial advisor, others choose to remain in this capacity long-term, contributing deeply to the planning process and client outcomes.
https://www.jobplacements.com/Jobs/P/PARAPLANNER-1282033-Job-Search-4-17-2026-8-54-13-AM.asp?sid=gumtree
2d
Job Placements
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WE’RE HIRING – BUYER (BOKSBURG)
Location: Boksburg
Salary: R18,000 – R25,000
p/m
Benefits: Retirement Annuity
A National Company is seeking a Local Buyer (Male/Female) to join
their team! Petroleum/Chemical experience an advantage.
Ensure correct products are purchased at
the right price and on time Work closely with Warehouse Manager to
maintain minimum stock levels Obtain 3 supplier quotes to confirm
market value Buy on account where possible to
support healthy cash flow Follow company purchasing policy at all
times
Key Performance Areas:
• Maintaining stock levels & determining minimum quantities
• Local price requests within 24 hours
• Stock transfers aligned with service delivery targets
• Supplier facilities & credit applications
Requirements:
• Strong product knowledge & documentation skills
• Ability to work neatly, accurately, and on time
• Relevant buying/purchasing experience
How to Apply: Send your updated
CV (Word format with photo) + experience summary to:
elma@staffworxrecruit.co.za / jobs@staffworxrecruit.co.za
Contact: 012 546 1824
11d
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