Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
The Legends Agency-Cape Town
Financial Planner - Newlands, Cape Town - R25 000 - R30 000
Basic excluding commission, 13th cheque An opportunity to join an Independent Financial Advisory as an in-office Financial Planner in Newlands, Cape Town.
About Our Client Our client...
HR Genie-Cape Town
A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring...
Greys Personnel-Cape Town
Key Responsibilities
• Provide administrative and operational support to Financial Planning Partners.
• Act as the primary point of contact for clients, ensuring exceptional service.
• Prepare client documentation and maintain accurate client...
O'Brien Recruitment-Cape Town
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP...
Headhunters-Cape Town
for the implementation of administrative processes and controls in the
• Financial Planning practice(s) (including all transactions, queries, reporting etc.).
• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal...
HR Genie-Cape Town
A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring...
Future Careers-Cape Town
This is an exciting opportunity for a commercially minded finance professional to lead financial planning, forecasting, reporting, and business performance analysis while partnering with senior stakeholders to drive strategic decision-making.
Key...
Financial Planner jobs – More locations:
HR Genie-Cape Town
BUSINESS ANALYST: FP&A
ABOUT THE JOB
We are looking for a Business Analyst: Financial Planning & Analysis to join our Finance team and perform planning, forecasting, budgeting and analytical activities that provide the insights to support...
O'Brien Recruitment-Cape Town
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP)...
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...
K2 Recruit-Cape Town
Key Responsibilities
Financial Planning & Forecasting
• Support the annual budgeting and financial planning process.
• Develop and maintain rolling forecasts and financial models.
• Facilitate planning discussions with department heads and key...
Fouche & Co Recruitment-Cape Town
A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering a highly...
The Recruitment Council-Cape Town
Role Purpose
In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve...
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
Investments, Economics, Law, Business Administration, or Accounting/Tax).
• Certifications: Certified Financial Planner (CFP®) designation.
• Regulatory: RE5 Representative Certificate.
• FAIS Status: Fully Fit & Proper (ideally not currently under...
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