Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
HR Genie-Cape Town
Overview
Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect...
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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...
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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...
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HR Genie-Cape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
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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...
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HR Genie-Cape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
Read more
The Recruitment Council-Cape Town
management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high...
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Financial Planner jobs – More locations:
HR Genie-Cape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
Read more
Network Finance-Cape Town
Job & Company Description:Our client is a Listed entity looking for a Financial Controller who will be involved in financial planning and growth in a competitive market.Education:BCom3 to 5 years' experienceJob Experience & Skills...
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Rory Mackie & Associates-Cape 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...
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OneDome-Cape Town
A financial services company in Cape Town is seeking a Financial Planning and Analysis Partner to support budgeting, forecasting, and performance analysis. The ideal candidate will have a Bachelor’s degree in a relevant field and 2–5+ years...
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The Recruitment Council-Cape 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...
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Global Human Capital-Cape Town
only.Duties & ResponsibilitiesThe financial controller will be responsible for the financial planning function in the organization. Prepares financial reports, forecasts, and budgets for the executive to support the financial decision-making process.
Liaises...
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Moonlight Staffing LLC-Cape Town
financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio...
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workable.com -
Sanlam-Cape Town
and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients...
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sanlamcloud.co.za -
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