Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
Cape Town
We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town.
Requirements:
• 3 - 5 years of financial planning experience
• Experience managing existing clients
• Tertiary qualifications: Minimum NQF Level 6...
Isilumko Staffing (JHB)-Cape Town
on the use of, secure, alternative, cost effective, time saving and convenient self-service channels. Collaborate with internal stakeholders to provide complete financial solutions for clients. Ensure great client experiences by making the client feel welcome...
Fiskalfinance-Cape Town
As a Financial Planning and Analysis Analyst, you will be working closely with clients and Financial Managers to design, implement and consistently improve financial models, budgeting processes, and Management Account and Key performance Indicator...
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Rory Mackie & Associates-Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate...
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...
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The Recruitment Council-Cape Town
Our client is seeking a dynamic Provincial Manager to bring the company''s financial planning advice strategy to life, aligning with their mission to protect and build clients'' financial dreams. This role involves expanding the company''s presence...
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...
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Financial Planner jobs – More locations:
The Recruitment Council-Cape Town
financial information obtained from clients to develop a financial plan or proposal using the correct tools. Formulating proposals in cash management , risk needs, investment planning, estate planning, or other areas to help clients achieve their financial...
Exceed Human Resource Consultants-Cape Town
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 and easily...
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The Recruitment Council-Cape Town
to enhance client retention, increase sales revenue, and expand the organization''s client base. Financial Analysis and Planning: Analyzes financial information gathered from clients to develop tailored financial plans or proposals using appropriate tools...
The Recruitment Council-Cape Town
leads and potential clients.
Key Relations:
• Regional Head and All Advisors /Assistants within region/office
• External clients
Qualifications:
• Certified Financial Planner designation or in the process of acquiring
• Post graduate diploma...
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TalentCru-Cape Town
Financial Services Industry Knowledge: Minimum of 2 years' experience as a Business Development Executive in financial services, focusing on investments. Possessions of relevant financial services industry qualifications like CFP (Certified Financial Planner...
Cape Town
planning, risk management, and support the company's growth objectives through sound financial leadership.
Responsibilities:
• Financial Strategy and Planning:
• Develop and execute financial strategies aligned with the company's growth objectives.
• Lead...
Rory Mackie & Associates-Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate...
Cape Town
Skills and Experience:
• Grade 12 and Degree in Finance, Accounting, Business Analytics, or related field.
• 2-3 years of experience in a similar Financial Planning & Analysis or management accounting role, ideally within commercial finance...
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