Financial Advisor Jobs in Cape Town
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Search Results - Financial Advisor Jobs in Cape Town
HR Genie-Cape Town-
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...
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People Solved-Cape Town-
An exciting opportunity is available for an experienced Financial Advisor to join a leading premium private banking and wealth management environment. This role is ideal for professionals who are passionate about building long-term relationships...
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Lifecheq-Cape Town-
A fintech company in South Africa is seeking experienced Financial Advisers to join their partner network. This role offers independence and entrepreneurial freedom, along with substantial backing from state-of-the-art technology and operational...
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WatersEdge Solutions-Cape Town-
to recruit driven and entrepreneurial Financial Advisors. This opportunity is ideal for professionals who are passionate about helping clients achieve long-term financial security while building their own book of business in a high-performance, growth-focused...
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Ultra Personnel : Pharmaceutical, Insurance, Engineering-Cape Town-
procedures, or if client circumstances change.Acquire short term insurance leads from the company’s financial planning partners.On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele...
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Rory Mackie & Associates-Cape Town-
management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.
The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial...
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Sigma Connected Ltd-Cape Town-
Responsibilities
You will be working from offices based in Southern Suburbs, Cape Town. As a Collections/Financial Advisor each day will be centred around delivering a first‑class customer experience. You will engage with customers empathetically...
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Financial Advisor jobs – More locations:
HR Genie-Cape Town-
At 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...
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The Recruitment Council-Cape Town-
Job Overview: Business Development Manager (BDM)
The Business Development Manager (BDM) is a strategic growth driver within the distribution team, responsible for expanding the firm's footprint across the independent financial advisor (IFA)...
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HR Genie-Cape Town-
At 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...
Read more
The Recruitment Council-Cape Town-
for their financial planning distribution channel and Financial Advisers.
This role is integral in aligning practices with the company's internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true...
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Standard Bank of South Africa Limited-Cape Town-
in relationship management, financial advisory, or credit analysis for business clientsExperience in lending, credit risk assessment, and structuring financial solutions for business clientsKnowledge of SME banking, mid-market banking, or high-net-worth business...
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The Recruitment Council-Cape Town-
We are seeking a seasoned Wealth Product Specialist to join our clients Technical Adviser Support team in Tygervalley, Cape Town. This is a pivotal mid-senior role responsible for supporting a national network of financial advisers with complex...
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Set Consulting-Cape Town-
experience within a financial planning, wealth management, or financial advisory environment.
• Experience supporting Wealth Managers, Financial Advisors, or Family Officers.
• Solid understanding of FAIS and FICA requirements.
• Commerce or Financial...
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Communicate Recruitment-Cape Town-
efficiencies
Support treasury functions, including funding activities and due diligence processes
Partner closely with operational teams and senior leadership as a trusted finance advisor
Champion the enhancement and adoption of financial and operational...
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