Financial Planner Jobs in Rosebank
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Search Results - Financial Planner Jobs in Rosebank
The Recruitment CouncilRosebank
Certified Financial Planner (CFP) designation.
FAIS RE exam completion is advantageous.
8 to 10 years of experience in a financial distribution environment (experience within a Linked Investment Service Provider / LISP or Investment Management Company...
The Recruitment CouncilNewlands, 4 km from Rosebank
Role: Financial PlannerLocation: Newlands, Cape TownSalary: Market-relatedOur client, a successful Independent Financial Advisory specialising in local and offshore investments and financial planning, is looking for a financial professional to join...
The Recruitment CouncilRosebank
Position
Senior Wealth & Investment Administrator
Location: Rosebank
Salary: Market-related
Company
A boutique financial planning and wealth management firm with a small, close-knit team. They''re looking for someone who will fit...
The Recruitment CouncilNewlands, 4 km from Rosebank
with market trends, tax regulations, and investment vehicles.Requirements & QualificationsExperience: Minimum 37 years of experience as a Financial Planner / Investment Advisor.Education: Relevant tertiary degree (BCom, BBusSci, or Honours strongly preferred...
The Recruitment CouncilRosebank
Role: Senior wealth and investment administrator
Category: Administration
Location: Rosebank
Salary: Market-related
Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves...
Financial Planner jobs – More locations:
The Recruitment CouncilCape Town, 6 km from Rosebank
with prospective and existing clients (virtually via Teams/Zoom or in person).Follow established onboarding processes to welcome and service new investment clients.Provide holistic financial advice covering local and offshore investment portfolios, tax planning...
HeadhuntersCape Town, 6 km from Rosebank
Requirements:
• Bachelors degree
• Postgraduate Diploma in Financial Planning
• CFP® (Certified Financial Planner) qualification
• Completed Regulatory Examination (RE5)
• Strong understanding of investment products and financial planning...
The Recruitment CouncilRosebank
Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service to their clients. They are looking for a dedicated, grounded...
Merand Corbett & AssociatesConstantia, 10 km from Rosebank
Key ResponsibilitiesProvide day-to-day administrative and operational support to the Financial Planning Partner.Serve as the primary point of contact for clients, ensuring a professional and efficient client experience.Prepare documentation...
The Recruitment CouncilRosebank
Category: Administration
Location: Rosebank
Salary: Market-related
Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service...
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