Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
The Legends Agency-Cape Town
Senior Financial Planner
Take your financial advisory career to the next level full ownership of your client book
Newlands, Cape Town | Competitive Basic Salary + Commission
About Our Client
This well-established wealth advisory firm provides...
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The Recruitment Council-Hermanus (WC)
Job Specification Summary: Financial Planner
Core Role Overview
• Title: Financial Advisor
• Business Unit: Advisory Services
• Reports To: Head of Advisory Services
• Hermanus, Western Cape, South Africa
• - Company Values: Integrity...
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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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Innovazi Consulting-Cape Town
term client base.
Requirements
• BCom in Finance, Economics, or related field.
• CFP® designation (or currently studying towards one).
• Financial planning experience, preferably at a leading bank or assurance company.
• RE5 and out of supervision...
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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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The Recruitment Council-Cape Town
Financial Planning qualification (min 120 credits NQF6) is essential.
• Certifications: RE1 and RE5 are mandatory. A Certified Financial Planner (CFP) designation is highly preferred.
• Proven Track Record: 5-8 years of experience in financial services...
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The Recruitment Council-Cape Town
and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations.
Qualifications & Experience:
Certified Financial Planner® (CFP®) designation.
Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification...
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1 similar jobs: Pretoria
Financial Planner jobs – More locations:
Lexdan Select-Cape Town
Responsibilities:
• Act as a strategic business partner to the CEO and executive team.
• Oversee budgeting, forecasting, and long-term financial planning.
• Ensure accurate, timely, and meaningful financial reporting to management.
• Monitor...
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HR Genie-Cape Town
A well known company within the financial sector is looking for a Experienced Financial Planner:
Qualification and experience:
• Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Relevant...
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The Recruitment Council-Cape Town
for supporting a large national network of advisors with complex advice-related matters in the Wealth division.
The successful candidate will be a wealth product specialist with in-depth experience in investments, financial planning, and product analysis...
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Lexdan Select-Cape Town
Responsibilities:
• Act as a strategic business partner to the CEO and executive team.
• Oversee budgeting, forecasting, and long-term financial planning.
• Ensure accurate, timely, and meaningful financial reporting to management.
• Monitor...
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Dante Personnel-Rosebank
Minimum requirements:
• Matric (Grade 12) required
• RE5 Certificate preferred (or willing to obtain within 12 months)
• Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management
• Minimum 35 years relevant administration experience...
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Cross Wealth Financial Services-Cape Town
The Personal Financial Advisor will be responsible for providing financial planning, personal
finance advice, retirement planning, and financial services to clients. The role involves
developing customized financial strategies, analyzing financial...
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jobslin.com -
West Coast Personnel-Brackenfell
with budgeting and financial planning
• Ensure accurate, timely invoicing aligned to contracts, purchase orders, and payment certificates
• Prepare AR aging reports and manage bad debt provisions
• Map sales to construction project cost centres and prepare...
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1 similar jobs: Johannesburg
Communicate Recruitment-Cape Town
Take ownership of end-to-end finance operations, financial planning, and compliance across a multi-entity, multi-country group operating in several African jurisdictions
Lead group structuring, treasury, audit coordination, forecasting, and day...
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