Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
Call Centre Staffing-Cape Town
Handle client queries.
• Keep records of new and existing clients.
• Monitor FICA compliance.
Key Competencies:
• Minimum 3 years working experience as a financial planner.
• Relevant degree in Finance (Bcom/BusSci/Hons preferable)
• Must have passed...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Cape Town
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made...
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Oxyon Human Capital Solutions-Cape Town
and sales tools is an advantage.
Preferred Requirements:
• A relevant qualification in financial planning or insurance (such as a CFP, or equivalent) would be advantageous.
• Previous experience in a client-facing sales role within the financial services...
Sanlam Limited-Cape Town
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of high...
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Findojobs South Africa-Cape Town
Job Description: Lead, mentor, and support a high-performing finance team Conduct in-depth financial, product, margin, and profitability analyses Develop and maintain financial models, dashboards, and reporting tools Lead process improvement...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions...
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The Recruitment Council-Cape Town
and services to enhance client retention, increase sales revenue, and expand the organizations client base.
• Financial Analysis and Planning:
• Analyzes financial information gathered from clients to develop tailored financial plans or proposals using...
Financial Planner jobs – More locations:
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Greater Bay
Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions...
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Frogg Recruitment SA-Cape Town
Office based
Minimum Requirements:
Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
3. 4 years working experience in financial planning
Commerce or financial degree from a reputable tertiary institution...
The Recruitment Council-Cape Town
Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning.
You...
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The Recruitment People-Cape Town
The candidate will be responsible for the full accounting function, responsibilities will include but are not limited to:
• Preparing management accounts
• Assisting with audits
• Financial planning and costing
Minimum Requirements:
• Relevant...
Conova Recruitment-Cape Town
A related BComm or BBusSci degree and a Postgraduate Degree in Financial Planning (advantageous)
• CFP designation advantageous
• RE5 advantageous
• Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II...
Network Recruitment-Cape Town
ensuring high performance and professional development.
• Drive financial planning, cost control, and business partnering initiatives.
Requirements:
• Qualified CA(SA).
• Minimum of 6 years post-article experience, preferably within a group of companies...
Set Consulting-Cape Town
involves strategic financial planning, managing financial risks, record-keeping, and financial reporting.
Key performance areas:
• Financial Strategy and Budgeting and Forecasting:
• Financial Reporting and Risk management.
• Cost and Stakeholder...
Temporal Equilibrium Engine-Cape Town
City of Cape Town, Western Cape, South Africa
This is a full-time role for a Chief Financial Officer at a startup for Boby Global Corporate Advisors located in Cape Town. The Chief Financial Officer will be responsible for financial planning...
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