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 & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000
Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking...
PartnerUp (Pty) Ltd-Cape Town
Purpose of role:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services
to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants...
The Recruitment Council-Cape Town
experience as a financial planner
• Be fluent (speech and writing) in English and Afrikaans
• Relevant degree (Bcom/BusSci/Hons preferable)
• Must have passed the RE5 regulatory exam
• Applicants with the Certified Financial Planner CFP qualification...
Fouche & Co Recruitment-Cape Town
Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.
In this role, youll manage...
Dante Personnel-Cape Town
Minimum requirements:
• CFP qualification (Certified Financial Planner)
• Experience with Life Insurance Policies and policy structures
• Strong analytical and numerical skillscomfortable working with financial data and calculations
• Computer...
iStaff Recruitment-Cape Town
Minimum Requirements:
1. Degree in Finance, Accounting, Economics, Data Science or related
2. 2-5 years of experience in a Financial Planning and/or a related Financial Analyst role.
3. Proficiency in Excel - advanced (Financial functions, VBA...
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...
Financial Planner jobs – More locations:
Conova Recruitment-Cape Town
with the preparation and management of documentation related to financial planning and client investment strategies.
• Proactively communicate with clients.
• Provide operational support to streamline processes and improve service delivery for both the Wealth Manager...
PartnerUp (Pty) Ltd-Cape Town
Purpose of role:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services
to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants...
Sanlam-Cape Town
Sanlam Financial Planner Cape Town
Date: 13 Jun 2025
Location:
Cape Town, Western Cape, ZA
Company: Sanlam Group
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about...
sanlamcloud.co.za -
Fouche & Co Recruitment-Cape Town
Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.
In this role, youll manage...
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...
Strategic Personnel-Cape Town
Candidate must have completed BCom (Honours) and minimum 2 years client relations experience within an Asset Management / Investment firm / Financial planning . Post Grad in Financial planning is an advantage.
Outgoing personality and excellent...
BOSS Consult-Cape Town
1. Provision of office space and full infrastructure for financial planners
2. Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
3. Telephony services, i.e. internet, email...
The Recruitment Council-Cape Town
to advisers, colleagues, and regional distribution teams regarding system-related queries.
• Must be able to interpret a financial needs analysis and cashflow results in digital financial planning tools.
• Create training materials written guides or video...
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