Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
Vtwealth-George
We have an opportunity for a Qualified Financial Planner to join our team.
This is a full-time, permanent role, based in our Fraserburgh office.
The role requires practical experience as a Financial Adviser and holding a Level 4, Diploma...
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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...
1 similar jobs: Johannesburg
Sanlam Limited-Paarl
development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products...
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1 similar jobs: South Africa
The Recruitment Council-Cape Town
and services 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...
Sanlam Limited-Cape Town
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of high...
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The Recruitment Council-Germiston
Role Overview
Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner (CFP) or someone actively working toward CFP certification. The advisor will work closely with senior...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as provide solutions...
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1 similar jobs: Polokwane
Financial Planner jobs – More locations:
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...
Standard Bank of South Africa Limited-Cape Town
Business Segment: Personal & Private Banking
Location: ZA, WC, Western Cape, Cape Town
To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made...
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Frogg Recruitment SA-Claremont
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...
Vine Recruitment-Paarl
related needs; Maintaining of existing business; Developing and presenting financial planning recommendations and/or alternatives to clients; To have a holistic approach to financial advice; Â Establishing and defining a professional relationship...
Set Consulting-Cape Town
involves strategic financial planning, managing financial risks, record-keeping, and financial reporting.
Key performance areas:
• Financial Strategy and Budgeting and Forecasting:
• Financial Reporting and Risk management.
• Cost and Stakeholder...
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...
Western Cape Recruitment-Garden Route
and will play a key part in the company's continued success.
Key responsibilities include risk mitigation, financial planning, operational efficiency improvements, investor and funder relations (including capital raising and due diligence), comprehensive...
Network Recruitment-Cape Town
In this role, youll take full ownership of financial management, with a sharp focus on cash flow optimization, financial planning, and operational execution. Youll ensure compliance, enhance working capital efficiency, and lead financial risk...
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