Financial Planner Jobs in Western Cape
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Search Results - Financial Planner Jobs in Western Cape
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
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...
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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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...
Sanlam Limited-Bellville
Sales Enablement Manager: SLS SC Succession Financial Planning (Vineyard) (PG 12) (Rerun)
Location: Bellville, Western Cape, ZA
Who are we?
Sanlam is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable...
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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...
Sanlam Limited-Bellville
Head of Short Term: SLS SC Succession Financial Planning (Vineyard) (PG 14)
Location: Bellville, Western Cape, ZA
Who are we?
Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions...
appcast.io -
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...
Somerset West
Role Overview:
As the Admin Assistant, you will play a key role in providing secretarial, administrative, and client service support. You will work closely with the financial planners and the team to ensure smooth operations and high-quality service...
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
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...
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