Financial Planner Jobs in Somerset West
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Search Results - Financial Planner Jobs in Somerset West
O'Brien RecruitmentSomerset West
Certified Financial Planner (CFP®)
Location: Woodstock, Western Cape
Professional | Permanent
Job Summary:
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable...
1075 Absa Ins & Fin Advise(PtySomerset West
FAIS regulations are followed, and provide regular feedback to regional management.
• Meet sales and growth targets by planning client outreach, using the bank’s financial needs analysis tool, obtaining client consent, recommending suitable products...
Status StaffingSomerset West
of 3 years experience as a Business Development Executive within the financial services industry, with a focus on investments.
• Certified Financial Planner (CFP) designation.
• RE5 qualification.
• Ability to work effectively as part of a team...
SureX LifeBellville, 27 km from Somerset West
SureX Life in the Western Cape is seeking ambitious individuals to join a program that combines financial services training with a clear career path to becoming a Financial Planner. You will receive mentorship, a structured sales system, and strong...
The Legends AgencyCape Town, 41 km from Somerset West
Financial Planner - Newlands, Cape Town - R25 000 - R30 000
Basic excluding commission, 13th cheque An opportunity to join an Independent Financial Advisory as an in-office Financial Planner in Newlands, Cape Town.
About Our Client Our client...
Financial Planner jobs – More locations:
SureX LifeBellville, 27 km from Somerset West
completing your RE5. We provide the platform, training, and mentorship — you bring the drive and experience.
1. Full training & mentorship
2. Structured sales system
4. Strong earning potential
5. Career growth into a fully qualified Financial Planner
You do...
O'Brien RecruitmentCape Town, 41 km from Somerset West
Certified Financial Planner (CFP®)
Location: Woodstock, Western Cape
Professional | Permanent
Job Summary:
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable...
PPS RecruitmentCape Town, 41 km from Somerset West
PPS Recruitment seeks a motivated holistic financial planner to source, retain and grow a professional client base. The role emphasizes risk insurance, savings, investments, wills, tax and estate planning, with in-house referrals to fiduciary...
The Recruitment CouncilNewlands, 36 km from Somerset West
Stay up to date with market trends, tax regulations, and investment vehicles.
Requirements & Qualifications
• Experience: Minimum 37 years of experience as a Financial Planner / Investment Advisor.
• Education: Relevant tertiary degree (BCom, BBusSci...
PPS RecruitmentPaarl, 41 km from Somerset West
PPS Recruitment seeks a motivated holistic financial planner to source, retain and grow a professional client base. The role emphasizes risk insurance, savings, investments, wills, tax and estate planning, with in-house referrals to fiduciary...
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