Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
The Legends Agency-Cape Town
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...
Sanlam-Cape Town
Sanlam Financial Planner Cape Town
Date: 13 Jun 2025
Location:
Cape Town, 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 -
Dante Personnel-Paarl
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...
PartnerUp (Pty) Ltd-Cape Town
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...
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...
Sanlam-Constantia
Sanlam Financial Planner Constantia
Date: 13 Jun 2025
Location:
Constantia, 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 -
Dante Personnel-Worcester (WC)
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...
Financial Planner jobs – More locations:
Frogg Recruitment SA-Cape Town
Office based
Minimum Requirements:
Experience in and solid knowledge and understanding of FICA, FAIS, and financial needs analysis
3. 4 years working experience in financial planning
Commerce or financial degree from a reputable tertiary institution...
Dante Personnel-Cape Town
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...
The Recruitment Council-Claremont
Director in delivering high-quality service to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance.
Key Responsibilities...
Communicate Recruitment-Cape Town
Analyse financial data and report key insights to management
Develop and maintain internal financial controls
Assist with budgeting, forecasting, and financial planning
Supervise and mentor junior accounting staff
Collaborate with other departments...
Communicate Recruitment-Cape Town
Financial Planning & Analysis (FP&A)
Develop and implement financial performance metrics aligned to business objectives.
Prepare regular forecasts and support strategic planning through in-depth financial modelling.
Monitor key financial indicators...
Key Recruitment-Cape Town
M&A, and capital deployment.
This successful candidate will work at their head offices in De Waterkant, Cape Town.
Key Responsibilities
Strategic Finance & Planning
• Lead budgeting, forecasting, and strategic financial planning for all group...
The Legends Agency-Cape Town
policies and procedures.
• Financial Planning and Analysis: Gain exposure to financial planning and analysis, collaborating with the Finance Director to model performance and manage variances.
Requirements:
• Minimum 3 years of experience in a finance...
Persona Staff-Cape Winelands
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...
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