Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
HR GenieCape Town
Overview
Our Client, an leader in the financial industry, is seeking for an experienced and clientâ€'centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect...
O'Brien RecruitmentCape Town
12 Month Fixed Term Contract
Our client is seeking a detail-oriented Financial Planning & Analysis Analyst to join their South African affiliate and support the Financial Planning & Analysis Manager in delivering accurate financial planning...
HR GenieCape Town
A well known company within the financial sector is looking for a Experienced Financial Planner:
Qualification and experience:
• Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Relevant...
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...
Network RecruitmentCape Town
and operational teams, providing insight that directly influences strategy, profitability, and growth.The Role's Purpose:The Financial Planner & Analyst will be responsible for delivering accurate financial planning, insightful analysis, and strategic support...
Rory Mackie & AssociatesCape Town
Overview:
Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning.
They specialize in investment...
The Recruitment CouncilCape Town
Financial Planning qualification (min 120 credits NQF6) is essential.
• Certifications: RE1 and RE5 are mandatory. A Certified Financial Planner (CFP) designation is highly preferred.
• Proven Track Record: 5-8 years of experience in financial services...
Financial Planner jobs – More locations:
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...
NIVA HealthCape Town
A healthcare finance company based in South Africa is looking for a proactive Financial Planning & Analysis Specialist (FP&A) to drive their finance function forward. This fully remote role will engage in budgeting, forecasting, and management...
CA Financial AppointmentsCape Town
Why join this team?
• Strategic role supporting organisational growth, efficiency, and long‑term financial planning
• Work closely with senior leadership to shape financial strategy and operational direction
What you will be doing:
• Oversee...
The Recruitment CouncilCape Town
What You Bring
Education: A Degree in Financial Management, Financial Planning, or a related field. A Postgraduate Diploma in Financial Planning is highly advantageous.
Expertise: In-depth knowledge of financial planning and experience engaging...
HR GenieCape Town
and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.
• Collaboration: Work closely with financial planners, compliance teams, product providers, and clients to facilitate...
Network RecruitmentCape Town
and financial planning
• Support audits and liaise with internal and external stakeholders
• Analyse financial data and provide insights to management
Qualifications & Skills:
• SAICA or SAIPA qualified
• Newly qualified up to 3 years post articles experience...
Communicate RecruitmentCape Town
Your duties will include, but are not limited to: Create data-driven financial planning tools to support strategic goals and everyday business needs
Lead projects that upgrade financial operations, improve system functionality, and enhance...
JenrecruitmentCape Town
regulations
• Assist with budgeting and financial planning processes
• Support internal and external financial reporting requirements
Requirements
• Bachelor’s Degree in Accounting, Finance, or a related field
• Proven experience working as a Financial...
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