Financial Planner Jobs in Somerset West
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Search Results - Financial Planner Jobs in Somerset West
Dante Personnel-Somerset West
Minimum requirements:
• Provide strong administrative support to the Wealth Manager
• Financial Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous, and FICA
• Commerce or financial...
CA Financial Appointments-Somerset West
A client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.
Responsible for admin support for the Trust Officers handle follow-up...
Exceed HR and Recruitment-Stellenbosch, 17 km from Somerset West
Certified Financial Planner (CFP) required in Stellenbosch . […]
Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
Manage incoming calls and make sure that all calls...
compujobs.co.za -
HR Genie-Bellville, 27 km from Somerset West
A Financial Planner position available for a leading company within the financial industry.
Your:
Education
• A financial qualification is essential (e.g. B Com finance, accounting, investment management);
• A Post Graduate diploma in Financial...
Standard Bank of South Africa Limited-Cape Town, 41 km from Somerset West
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...
appcast.io -
Financial Planner jobs – More locations:
Recruitment & Selection-Cape Town, 41 km from Somerset West
A client of ours in the retail industry is seeking a financial planning analysis assist in establishing the three year financial goals for south africa...
The Recruitment Council-Cape Town, 41 km from Somerset West
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 -
Oxyon Human Capital Solutions-Cape Town, 41 km from Somerset West
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...
Surex-Cape Town, 41 km from Somerset West
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 -
Call Centre Staffing-Cape Town, 41 km from Somerset West
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...
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