Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
HR Genie-Cape Town-
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...
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1 similar jobs: Pretoria
Merand Corbett & Associates-Cape Town-
Minimum Requirements to Apply:
• Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
• Certified Financial...
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HR Genie-Bellville-
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...
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HR Genie-Cape Town-
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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Merand Corbett & Associates-Somerset West-
Minimum Requirements to Apply:
• Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
• Certified Financial...
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HR Genie-Cape Town-
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
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The Recruitment Council-Cape Town-
for their financial planning distribution channel and Financial Advisers.
This role is integral in aligning practices with the company's internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true...
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Financial Planner jobs – More locations:
HR Genie-Cape Town-
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
Read more
The Recruitment Council-George-
Role 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...
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HR Genie-Cape Town-
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
Read more
Capitec-Stellenbosch-capitecbank.co.za-
Partners, creating a high‑performance, accountable environment.
• Partner with executives and senior leaders to support strategy, planning, and decision‑making across multiple portfolios.
• Translate business drivers into meaningful financial insight...
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Rory Mackie & Associates-Cape Town-
Overview:
Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning.
They specialize in investment...
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Sanlam-Bellville-sanlamcloud.co.za-
ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS
As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Advisor (RFA), looking to grow...
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Rosebank-placementpartner.com-
Minimum requirements:
• Matric or relevant NQF qualification
• RE5 qualification or willing to obtain within a year
• Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management
• Minimum 3–5 years relevant administration experience...
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Moonlight Staffing LLC-Cape Town-workable.com-
financial operations, and tax-aware strategic planning. The Associate will evaluate deals, manage diligence, build financial models, monitor multi-entity performance, and help structure a cohesive, scalable investment system for the CEO’s growing portfolio...
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2 similar jobs: Johannesburg, Pretoria
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