Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
Call Centre Staffing-Newlands
Handle client queries.
• Keep records of new and existing clients.
• Monitor FICA compliance.
Key Competencies:
• Minimum 3 years working experience as a financial planner.
• Relevant degree in Finance (Bcom/BusSci/Hons preferable)
• Must have passed...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Cape Town
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made...
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Call Centre Staffing-Cape Town
Handle client queries.
• Keep records of new and existing clients.
• Monitor FICA compliance.
Key Competencies:
• Minimum 3 years working experience as a financial planner.
• Relevant degree in Finance (Bcom/BusSci/Hons preferable)
• Must have passed...
Sanlam Limited-Cape Town
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of high...
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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...
1 similar jobs: Johannesburg
Sanlam Limited-Paarl
development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products...
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1 similar jobs: South Africa
Findojobs South Africa-Cape Town
Job Description: Lead, mentor, and support a high-performing finance team Conduct in-depth financial, product, margin, and profitability analyses Develop and maintain financial models, dashboards, and reporting tools Lead process improvement...
Financial Planner jobs – More locations:
The Recruitment Council-Cape Town
and services to enhance client retention, increase sales revenue, and expand the organizations client base.
• Financial Analysis and Planning:
• Analyzes financial information gathered from clients to develop tailored financial plans or proposals using...
The Recruitment Council-Germiston
Role Overview
Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner (CFP) or someone actively working toward CFP certification. The advisor will work closely with senior...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions...
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1 similar jobs: Polokwane
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...
Atomos Investments Limited-Somerset West
down to earth and agile in our approach to management, and we think you will like being here... a lot.
About the role
We are a fast-paced, UK based growing wealth and financial planning firm, evolving and streamlining our offerings and services to our...
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Frogg Recruitment SA-Claremont
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...
Vine Recruitment-Paarl
related needs; Maintaining of existing business; Developing and presenting financial planning recommendations and/or alternatives to clients; To have a holistic approach to financial advice; Â Establishing and defining a professional relationship...
The Recruitment People-Cape Town
The candidate will be responsible for the full accounting function, responsibilities will include but are not limited to:
• Preparing management accounts
• Assisting with audits
• Financial planning and costing
Minimum Requirements:
• Relevant...
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