Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
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...
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...
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...
Merand Corbett & Associates-Somerset West
Matric or higher.
• Fluent in both English and Afrikaans.
• Understanding of administrative functions for full financial planning spectrum.
Experience: Experience within the financial services industry, specifically with investments is preferable...
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...
The Recruitment Council-Cape Town
a Key Individual.Certified Financial Planner (CFP).Experience:Minimum 6 – 8 years experience in Banking or Wealth Management.Minimum of 6 years experience at a leadership level.At least 5 years experience in managing teams.Formulating and implementing...
Merand Corbett & Associates-Cape Town
Matric or higher.
• Fluent in both English and Afrikaans.
• Understanding of administrative functions for full financial planning spectrum.
Experience: Experience within the financial services industry, specifically with investments is preferable...
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...
The Recruitment Council-Germiston
Overview
Were looking for a driven Junior Financial Advisor, salaried position, starting at R30,000 per month, with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP) or actively working...
Merand Corbett & Associates-Cape Town
Key Responsibilities:
• Provide comprehensive financial planning and advisory services to clients.
• Develop tailored strategies for investments, retirement planning, risk management, and estate planning.
• Build and maintain long-term client...
The Recruitment Council-Cape Town
Are you a strategic thinker with exceptional financial planning expertise and a knack for delivering actionable insights? This role offers the chance to lead reporting excellence and provide strategic oversight for a leading organization.
Your...
Merand Corbett & Associates-Somerset West
Key Responsibilities:
• Provide comprehensive financial planning and advisory services to clients.
• Develop tailored strategies for investments, retirement planning, risk management, and estate planning.
• Build and maintain long-term client...
Barratt and Co-Cape Town
Key Responsibilities:
• Strategic Financial Insights and Planning: Lead the development and implementation of efficient financial planning solutions to provide reliable data for informed decision-making.
• Financial Modelling and Forecasting...
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...
Persona Staff-Cape Town
communication and interpersonal skills.
• An understanding of administrative functions across financial planning spectrum.
• RE5 qualification beneficial.
• Detail orientated and time management skills.
• Drivers licence with own transportation...
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