Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
Cape Town
Our client is looking to recruit a Financial Planner & Analyst to join their team remotely from South Africa as soon as possible.
About the company: Our client is a hospitality group of independent craft breweries, food markets...
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...
appcast.io -
Cape Town
improving and preparing
Group Management Reporting
Board pack preparation
Business review packs
P&L Analysis
Agency hierarchy
Maintain planning system
Skills & Experience: Budgeting
Forecasting systems/models
Worked with large sets of data
Qualification...
Headhunters-Cape Town
Requirements:
• Relevant investment/financial degree or diploma / qualification.
• Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice...
Curiska-Cape Town
New & Existing Clients:
• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects
• Contact clients/prospects to introduce or position products and service offering...
CA Financial Appointments-Cape Town
orientation
• Uploading and submission of documents on internal platform
Requirements:
• Minimum 3-5 years' Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance
• Financial Services product knowledge...
Cape Town
AND QUALIFICATIONS
• Relevant Bachelors Degree. Registered with professional bodies - where applicable.
• Certified Financial Planner qualification preferred, FAIS qualifications an advantage
• Strong understanding of Employee Benefits administration processes...
Financial Planner jobs – More locations:
Exceed Human Resource Consultants-Cape Town
Financial Planner (CFP) or similar would be to your advantage
• Understanding of the financial planning process
• At least 5 years Financial Services Industry work experience in a senior role
• Be able to learn and gain technical knowledge quickly...
appcast.io -
Rory Mackie & Associates-Cape Town
a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan
• Ensure that proper record keeping of advice is maintained
• Perform Annual Financial...
Old Mutual Limited-Cape Town
specialist legal support on Financial Planning, as well as providing advanced legal advice. The incumbent is individually accountable for achieving results through staff supervised, over periods from 3 months to a year. Participates in legislation if required...
appcast.io -
Cape Town
Job Experience & Skills Required:
• Bachelor's degree in Accounting
• Minimum of 3 years of experience in a managerial role
• Strong knowledge of accounting principles
Duties and Responsibilities:
• Financial strategies
• Financial planning...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
To manage a regional team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst...
appcast.io -
Cape Town
Financial reporting and analysis
• Corporate finance
• Financial planning
• Audit support
APPLY NOW!...
Network Recruitment-Cape Town
international company in the cryptocurrency industry as a Financial Accountant! The role would entail overseeing financial planning, budgeting, and forecasting processes, aligning strategies with business objectives.
Sounds exciting? Apply now!
Duties...
Network Recruitment-Cape Town
Your duties include, but are not limited to:
• Display people leadership by identifying and managing training, coaching and development requirements in line with strategic plans
• Deliver financial planning and results by aligning financial...
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