Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
Cape Town
Our client is looking to recruit a Financial Planner & Analyst to join their team remotely from South Africa as soon as possible.
About the company: Our client is a hospitality group of independent craft breweries, food markets...
The Recruitment Council-Cape Town
Are you a seasoned financial planning professional with a passion for strategic leadership and innovation? A leading Financial Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning.
You...
appcast.io -
Cape Town
of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.).
• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal complaint resolution...
Ntice Search Solutions-Cape Town
Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town
The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research...
appcast.io -
Cape Town
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.
Job Title: Wealth Administrative Assistant
Location: Cape town...
CA Financial Appointments-Cape Town
orientation
• Uploading and submission of documents on internal platform
Requirements:
• Minimum 3-5 years' Para-Planner experience or exposure to Record of Advice, Financial Needs Analysis and industry compliance
• Financial Services product knowledge...
Cape Town
Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment...
Exceed Human Resource Consultants-Cape Town
Financial Planner (CFP) or similar would be to your advantage
• Understanding of the financial planning process
• At least 5 years Financial Services Industry work experience in a senior role
• Be able to learn and gain technical knowledge quickly...
appcast.io -
Rory Mackie & Associates-Cape Town
a financial plan (Six Step Financial Planning Process) and selling our client's investments products directly to the clients should this be recommended in the financial plan
• Ensure that proper record keeping of advice is maintained
• Perform Annual Financial...
Sanlam-Bellville
Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients.
SFP is a wholly-owned subsidiary of the Sanlam Group...
sanlamcloud.co.za -
Cape Town
Job & Company Description:
Our client is a Listed entity looking for a Financial Controller who will be involved in financial planning and growth in a competitive market.
Education:
• BCom
• 3 to 5 years' experience
Job Experience & Skills...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
To manage a regional team of financial planners in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst...
appcast.io -
Farm Manager SA-Ashton
accuracy and completeness of financial records.
• Tax and VAT Submissions
• Financial Planning, Analysis, and Reporting
• Prepare monthly management accounts by the 15th of each month.
• Forecast income, CAPEX, OPEX, etc.
• Conduct deep analysis...
Standard Bank of South Africa Limited-Cape Town
Regional Manager, Financial Consulting, Private & Business Banking
Job Overview
Business Segment: Personal & Private Banking
To manage a regional team of financial planners in Tygerberg, Western Cape in order to drive the provision of appropriate...
appcast.io -
The Recruitment Council-Claremont
proposals and financial needs analysis for clients.
Education:
• A related BComm degree and a Postgraduate Degree in Financial Planning.
• CFP designation....
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