Financial Planner Jobs in Somerset West
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Search Results - Financial Planner Jobs in Somerset West
The Recruitment Council-Somerset West
Purpose
In this role, you will act as a full financial services advisor, providing specialized expertise in savings, investment, and estate planning. Your primary focus will be on delivering high-quality investment advice to help clients achieve...
Status Staffing-Somerset West
tertiary qualification.
• Postgraduate Diploma in Financial Planning would be advantageous.
• 25 years experience in a similar role within a Financial Planning or Wealth Management practice.
• Minimum of 3 years paraplanning experience would be advantageous...
The Recruitment Council-Somerset West
What You Bring
Education: A Degree in Financial Management, Financial Planning, or a related field. A Postgraduate Diploma in Financial Planning is highly advantageous.
Expertise: In-depth knowledge of financial planning and experience engaging...
Helderberg Personnel CC-Somerset West
accounts and support in basic financial planning.
Responsibilities:
• Financial Planning support
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs...
The Recruitment Council-Somerset West
What You Bring
Education: A Degree in Financial Management, Financial Planning, or a related field. A Postgraduate Diploma in Financial Planning is highly advantageous.
Expertise: In-depth knowledge of financial planning and experience engaging...
Financial Planner jobs – More locations:
Outsourced CFO-Somerset West
reports
Oversee compliance with financial regulations and standards (e.g., UK, US GAAP, IFRS)
Coordinate with auditors, tax advisors, and internal stakeholders
Provide strategic advice to clients on financial planning, risk, and performance improvement...
HR Genie-Bellville, 27 km from Somerset West
A well known company within the financial sector is looking for a Experienced Financial Planner:
Qualification and experience:
• A financial qualification is essential (e.g. B Com finance, accounting, investment management)
• A Post Graduate...
African Institute for Mathematical Sciences (AIMS)-Somerset West
the departments of financial operations, people and culture (human resources), facility management, and other key corporate functions.Manage resources effectively, including budget allocation and financial planning, staffing and performance management...
HR Genie-Cape Town, 41 km from Somerset West
Overview
Our Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect...
HR Genie-Cape Town, 41 km from Somerset West
A national new generation independent financial planning business is looking for a Financial Advisor to join the team.
Qualification:
• Minimum bachelors degree in financial planning or similar.
• Regulatory Examination 5 for representatives...
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