Financial Planner Jobs in Cape Town
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Search Results - Financial Planner Jobs in Cape Town
Recruitment & Selection-Cape Town
Execute and negotiate follow through of implementation vehicles including insurance investments estate planning tax solution business bassuranceb and other...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
Location: ZA, Western Cape, Cape Town, Greater Bay
Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions...
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Call Centre Staffing-Cape Town
Provide financial planning advice while being supervised by senior professionals.
• Continuously learn about investment markets, tax planning, and financial regulations.
• Handle client queries and maintain records of new and existing clients.
• Monitor...
C40 Cities-Cape Town
Senior Data Analyst – Financial Planning and Analysis
Location: Cape Town
Salary: Competitive and based on experience
Our client, a private equity-backed business that values its employees' growth and development, is seeking a highly motivated...
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Gap Consulting-Cape Town
Minimum Requirements:
• Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services Industry
• Bcom | Relevant Tertiary Education required
• Certified Financial Planner | CFP
• RE 5 Completed
• Proficient in CRM Systems...
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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Ultra Personnel-Cape Town
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.
This is a 1 year fixed term contract.
The Paraplanner is required to collaborate very closely with the Financial...
Financial Planner jobs – More locations:
Recruitment & Selection-Cape Town
0 00 0 01 monthly basic salary market related provide tax or financial planning advice maintaining accounting records and preparing accounts information...
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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Surex-Cape Town
Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed decisions for their financial future...
workable.com -
Ajtechnicaldr-Cape Town
Industry. Associated Financial Planner/Certified Financial Planner (FPI), LLB Degree.
Preferred Certifications
• Fiduciary Institue of South Africa or Financial Planning Institue.
Note:Incomplete applications will not be accepted.
#J-18808-Ljbffr...
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PartnerUp (Pty) Ltd-Cape Town
Purpose of role:
Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment...
The Recruitment Council-Cape Town
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 appropriate tools...
Communicate Recruitment-Cape Town
experience is essential
Roles Available:
• Management Accountant Budgeting, forecasting, financial planning, and business strategy
• Financial Accountant Financial reporting, tax compliance, and regulatory submissions
Key Responsibilities:
• Preparation...
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...
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