Financial Advisor Jobs in Cape Town
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Search Results - Financial Advisor Jobs in Cape Town
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...
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...
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)...
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...
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...
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...
Ziyana Business Consulting and Training-Cape Town
and Responsibilities:Deliver exceptional service to investors, potential investors, and independent financial advisers through multiple channels, including inbound calls, emails, and face-to-face.Foster trust and confidence by clearly articulating the client’s investment...
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...
HR Genie-Cape Town
Overview
Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect...
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...
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...
Nanyata-Cape Town
Description
Roles and Responsibility
• Manage a panel of xxx financial advisors
• must have previous Discovery experience
• Information gathering
• Consolidating and re-structure of a clients existing portfolio
• Compiling a financial needs...
HR Genie-Cape Town
/Preferred compensation.
• Calculate company values where necessary
People
Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management...
The Legends Agency-Cape Town
about making insurance simple, accessible, and impactful for South Africans. Through innovative technology and strong adviser partnerships, they provide flexible insurance solutions designed to give customers financial security and peace of mind...
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...
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