Financial Advisor Jobs in Cape Town
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Search Results - Financial Advisor Jobs in Cape Town
Sanlam LimitedCape Town
A leading financial services provider in Cape Town seeks a financial advisor to enhance market share through exceptional client service and sound financial advice. You will promote SRM products, maintain compliance, and facilitate client retention...
HR GenieCape 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...
Old Mutual LimitedCape Town
A leading financial services provider in Cape Town seeks a proactive financial adviser to provide expert advice and maintain superior service delivery to customers. The ideal candidate will have strong sales experience, a minimum of 3 years...
Rory Mackie & AssociatesCape 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...
Allan Gray Proprietary LimitedCape Town
and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...
Rory Mackie & AssociatesCape 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) LtdCape 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...
Financial Advisor jobs – More locations:
Rory Mackie & AssociatesCape 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...
HR GenieCape Town
digital, referrals, campaigns, walkâ€'ins, outbound lists).
• Qualify leads based on predefined criteria, ensuring suitability for longâ€'term financial products.
• Allocate leads to financial advisers according to capacity, licensing, and business rules...
HR GenieCape 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...
The Recruitment CouncilCape 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 CouncilCape 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...
Status StaffingCape Town
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 skills...
Cross Wealth Financial ServicesCape Townjobslin.com
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...
CapitecCape Towncapitecbank.co.za
these from a financial services perspective.
• Financial Advisory and Intermediary Services Act (FAIS) and the Financial Intelligence Centre Act (FICA).
• Extract and apply information to CRM (Customer relationship management) strategy
• General...
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