Financial Planner Jobs in Somerset West
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Search Results - Financial Planner Jobs in Somerset West
Dante Personnel-Somerset West
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...
Merand Corbett & Associates-Somerset West
The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients lives and can facilitate and assist Financial Planning Partner(s).
• Strong personality.
***Only shortlisted candidates...
Persona Staff-Somerset West
and process client invoicing on time.
• Maintain regular client communication and provide status updates.
• Collaborate with internal teams on forecasting, finance planning, and margin advice.
• Liaise with depots, shipping lines, and freight forwarders...
Dante Personnel-Somerset West
controls to mitigate financial, legal, and operational risks.
• Oversee company insurance coverage, audits, and statutory filings.
1. Financial Planning & Analysis (FP&A)
• Lead the development of annual budgets, forecasts, and long-range financial plans...
The Recruitment Council-Cape Town, 41 km from Somerset West
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...
Financial Planner jobs – More locations:
Somerset West
and implement controls to mitigate financial, legal, and operational risks.
• Oversee company insurance coverage, audits, and statutory filings.
1. Financial Planning & Analysis (FP&A)
• Lead the development of annual budgets, forecasts, and long-range...
placementpartner.com -
The Legends Agency-Cape Town, 41 km from Somerset West
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, 41 km from Somerset West
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-Bellville, 27 km from Somerset West
Sanlam Financial Planner Bellville
Date: 13 Jun 2025
Location:
Bellville, 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, 41 km from Somerset West
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...
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