Financial Advisor Jobs in Cape Town
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Search Results - Financial Advisor Jobs in Cape Town
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...
HR Genie-Cape Town
TRANSPORT FINANCIAL ADVISORY MANAGER - Western Cape, South Africa
Competitive Package on Offer based on Qualification and years of relevant experience
Our client, a highly reputable global consulting firm shaping the future of transport...
Rory Mackie & Associates-Cape Town
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments.
Our...
Stratlab Consulting (Pty) Ltd-Cape Town
team while acting as a trusted financial advisor to senior leadership.
This is not a back-office role. The Finance Manager is expected to challenge, influence, and guide business decisions using accurate financial insight and strong commercial judgment...
Rory Mackie & Associates-Cape Town
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments.
Our...
Standard Bank of South Africa Limited-Cape Town
experience.QualificationsQualification Required:Bachelor's degree in business, Finance, Economics, or a related field.Licenses & Certifications:FAIS Representative (Financial Advisory and Intermediary Services Act) certification, especially in regions where this is a regulatory...
HR Genie-Cape Town
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...
Financial Advisor jobs – More locations:
The Recruitment Council-Cape Town
investment support and implementing wealth management value propositions across a professional distribution channel.
The successful candidate will align advisory practices with internal house-views while enhancing the financial wellness and client-centric...
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...
Isilumko Staffing (JHB)-Cape Town
Consultant.
As an Investment Service Consultant, you will play a vital role in delivering exceptional client service and fostering long-term relationships with both clients and independent financial advisers. You will serve as a knowledgeable and trusted...
Conova Recruitment-Cape Town
and retirement needs analysis based on Wealth Manager guidelines
Requirements:
• Commerce or financial degree (advantageous)
• 3-5 years experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors...
Status Staffing-Cape Town
brokers, financial advisers)
• Exceptional numerical and analytical skills
• Strong critical, logical thinking and creative problem-solving abilities
• High level of accuracy with strong data-capturing skills
• Excellent written and verbal communication...
Cross Wealth Financial Services-Cape Town
The Personal Financial Advisor will be responsible for providing financial planning, personal
finance advice, retirement planning, and financial services to clients. The role involves
developing customized financial strategies, analyzing financial...
jobslin.com -
OpsFi-Cape Town
advisory projects. Your responsibilities will include, but not be limited to:
• Developing and refining sophisticated financial models and projections to support strategic decision-making and fundraising efforts.
• Leading comprehensive financial due...
workable.com -
3E-Cape Town
and financial advisors to ensure comprehensive project evaluations.
• Review and negotiate key contracts (e.g., EPC, O&M, PPA, and Wind Turbine Generator Supply agreements) for both solar and wind projects.
Owner’s Engineer Services:
• Oversee project...
workable.com -
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