Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
PPS-Cape Town
PPS seeks a target-driven holistic financial planner to source, retain and grow a professional client base in the Western Cape. The role emphasizes risk insurance, savings and investments, wills and estate planning, with referrals to in-house...
The Recruitment Council-Cape Town
regulations, and investment vehicles.
Requirements & Qualifications
• Experience: Minimum 37 years of experience as a Financial Planner / Investment Advisor.
• Education: Relevant tertiary degree (BCom, BBusSci, or Honours strongly preferred...
Absa-Cape Town
Absa is seeking a FAIS licensed financial adviser in the Western Cape to execute financial planning steps, conduct Financial Needs Analyses, and recommend Absa-approved products to meet client needs. You will build professional relationships...
Hire Resolve-Cape Town
A reputable financial services firm is urgently seeking a Senior Financial Advisor located in Cape Town, SA. You will be responsible for assessing clients' financial situations, developing personalized financial plans, and providing recommendations...
Fouche & Co Recruitment-Cape Town
Our client is an established national financial advisory and wealth management organization committed to providing client-centric financial planning and investment support across South Africa.
Located at the regional office in George, Western Cape...
Communicate Recruitment-Cape Town
for consolidating financial information, analysing performance, identifying key trends and variances, and supporting the business with financial planning and decision-making. The role requires strong stakeholder engagement skills and the ability to manage deadlines...
Old Mutual Limited-Cape Town
Old Mutual Limited is seeking a customer-focused financial adviser capable of identifying clients' needs and providing sound financial guidance. The role emphasizes consultative selling, building trust, and strengthening relationships with clients...
Financial Planner jobs – More locations:
Communicate Recruitment-Cape Town
to reporting processes, financial models, and consolidation procedures
Skills & Experience:
• Strong financial analysis, financial modelling, and reporting capability.
• Exposure to budgeting, forecasting, and planning processes.
• Experience within multi...
The Recruitment Council-Cape Town
Position Type: Full-time, Permanent
• Reporting To: Practice Manager
About Our Client
Our client is an award-winning, new-generation independent financial planning practice with a national footprint across South Africa. As an FPI Approved...
Communicate Recruitment-Cape Town
budgets, forecasts, and actual results
• Supporting strategic planning initiatives, scenario modelling, and decision-making processes
• Collaborating with finance teams across multiple countries and jurisdictions
• Enhancing reporting, forecasting...
The Legends Agency-Cape Town
Advisors
The purpose of this role is to prospect for and close new business while maintaining existing business. The successful candidate will adopt a holistic approach to financial advice and manage the full financial planning lifecycle for clients...
The Recruitment Council-Cape Town
their dynamic team. In this role, you will leverage a data-informed, integrated advice approach to deliver holistic financial planning for high-net-worth clients. You will formulate customized strategies across investment solutions, risk management, estate...
Communicate Recruitment-Cape Town
for consolidating financial information, analysing performance, identifying key trends and variances, and supporting the business with financial planning and decision-making. The role requires strong stakeholder engagement skills and the ability to manage deadlines...
The Recruitment Council-Cape Town
Manager to join their dynamic team. In this role, you will leverage a data-informed, integrated advice approach to deliver holistic financial planning for high-net-worth clients. You will formulate customized strategies across investment solutions, risk...
The Legends Agency-Cape Town
Job Title: Financial Advisor / Wealth Manager
Location: Cape Town (In-Office | 08:30 17:00)
Position Type: Full-Time, Permanent
About the Role
Are you a mid-level Financial Planner looking for an environment where you can focus on building...
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