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...
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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...
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The Recruitment Council-Cape Town
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...
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Oxyon Human Capital Solutions-Cape Town
and sales tools is an advantage.
Preferred Requirements:
• A relevant qualification in financial planning or insurance (such as a CFP, or equivalent) would be advantageous.
• Previous experience in a client-facing sales role within the financial services...
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1 similar jobs: Johannesburg
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private BankingLocation: ZA, Western Cape, Cape Town, Greater BayProvides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions...
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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...
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CA Financial Appointments-Cape Town
This is a newly created role where you'll be the bridge between strategic planning and hands-on finance, partnering with senior leaders and European counterparts to drive performance, insight, and continuous improvement.
What you'll be doing:
• Support...
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Financial Planner jobs – More locations:
Rory Mackie & Associates-Cape Town
advice to institutional and corporate investors, as well as financial planning and wealth management solutions to personal and family office clients.
With branches in Somerset West, Stellenbosch and Johannesburg, they serve clients across the Western...
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Merand Corbett & Associates-George
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...
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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...
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Talent Genie-Cape Town
Chief Financial Officer (CFO) to lead their financial strategy and operations. This is a pivotal role for an experienced finance professional who will drive financial planning, risk management, and support the company's growth objectives through sound financial...
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West Coast Personnel-Century City
Market a full range of financial products including investments, risk cover, retirement, and estate planning
• Maintain accurate and compliant client records
• Achieve set sales targets and performance metrics
Requirements:
• Minimum of 2 years...
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DigiOutsource-Cape Town
OversightOversee the implementation, integration, and optimization of finance systems, including ERP, financial planning, and analytics platforms.Ensure systems are scalable, secure, and aligned with evolving business needs.Collaborate with IT and vendors to ensure...
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BOSS Consult-Cape Town
1. Provision of office space and full infrastructure for financial planners
2. Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
3. Telephony services, i.e. internet, email...
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Talent Genie-Cape Town
decision-making.Lead annual budgeting, forecasting, and long-term financial planning to ensure alignment with business objectives.Operational Finance Management:Oversee day-to-day financial operations, including accounting, treasury, and cash flow...
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