Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
The Legends Agency-Cape Town
Senior Financial Planner
Take your financial advisory career to the next level full ownership of your client book
Newlands, Cape Town | Competitive Basic Salary + Commission
About Our Client
This well-established wealth advisory firm provides...
The Legends Agency-Cape Town
Financial Planner
Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.
Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm
About Our...
The Recruitment Council-Cape 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...
HR Genie-Cape 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...
Lexdan Select-Cape Town
Responsibilities:
• Act as a strategic business partner to the CEO and executive team.
• Oversee budgeting, forecasting, and long-term financial planning.
• Ensure accurate, timely, and meaningful financial reporting to management.
• Monitor...
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...
Lexdan Select-Cape Town
Responsibilities:
• Act as a strategic business partner to the CEO and executive team.
• Oversee budgeting, forecasting, and long-term financial planning.
• Ensure accurate, timely, and meaningful financial reporting to management.
• Monitor...
Financial Planner jobs – More locations:
Innovazi Consulting-Cape Town
term client base.
Requirements
• BCom in Finance, Economics, or related field.
• CFP® designation (or currently studying towards one).
• Financial planning experience, preferably at a leading bank or assurance company.
• RE5 and out of supervision...
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...
Cross Wealth Financial Services-Cape Town
The Personal Financial Advisor will be responsible for providing financial planning, personal
finance advice, retirement planning, and financial services to clients. The role involves
developing customized financial strategies, analyzing financial...
jobslin.com -
The Legends Agency-Cape Town
client is a reputable and fast-growing wealth advisory business offering personalised investment and financial planning solutions. Known for their digital-forward approach, strong market reputation, and emphasis on client education, they are expanding...
The Recruitment Council-Cape Town
and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations.
Qualifications & Experience:
Certified Financial Planner® (CFP®) designation.
Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification...
Network Recruitment-Cape Town
with commercial accountability
• Drive financial planning, reporting, and analysis to support operational and strategic objectives
• Manage budgeting, forecasting, and performance monitoring
• Ensure compliance and maintain robust internal controls
• Partner...
Ten Group-Cape Town
Finance Team and collaborate closely with Operations and regional stakeholders.
Role Overview
We’re looking for a proactive and detail-oriented FP&A Analyst to join our growing Financial Planning & Analysis team. This role supports the Head of FP...
workable.com -
CA Financial Appointments-Cape Town
registered - essential
• 5-7 years' experience in financial management, including 3+ years in agriculture or a production-based environment
• Strong commercial acumen with hands-on experience in budgeting, cost accounting, and financial planning
• Proficient...
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