Financial Planner
3 weeks ago
2 days ago Be among the first 25 applicants Direct message the job poster from Hereford Group Partner l Regional Manco l Business Head l Financial Planner l Mentor l Insurance l Investment Management l Business Development l Aviation Risk… Are you passionate about financial planning? Do you thrive in a dynamic, entrepreneurial environment? Hereford Group is offering an exceptional opportunity for individuals eager to build a successful career in financial planning. Our comprehensive training program, mentorship, and supportive work culture will equip you with the skills and knowledge needed to excel in this rewarding industry. Location: Cape Town, South Africa About Us: Hereford Group is a leading financial services firm committed to providing holistic financial planning solutions to our clients. With a focus on mentorship and professional development, we empower our team members to deliver meaningful advice and build lasting relationships with our clientele. Responsibilities Recommend tailored financial solutions, including insurance, investments, estate planning, and tax strategies, based on client objectives and preferences. Execute and oversee implementation of recommended strategies, ensuring client needs are met effectively. Build and expand your client base through proactive networking, referrals, and participation in industry events. Maintain accurate documentation and ensure compliance with industry regulations and company guidelines. Collaborate with mentors and managers to refine your skills and develop effective business strategies. Qualifications South African citizenship. Tertiary education in finance, financial planning, or business management. Clear credit and criminal record. Valid driver's license and access to a vehicle. Self‑motivated with strong communication skills. Unlimited earning potential. Ongoing skills training and mentorship opportunities. Seniority level: Entry level Employment type: Full‑time Job function: Finance and Sales Referrals increase your chances of interviewing at Hereford Group by 2x Get notified about new Financial Planner jobs in Cape Town, Western Cape, South Africa . If you're ambitious, motivated, and ready to take the next step in your career, we want to hear from you Please send your CV to Join us in shaping the future of financial planning in Cape Town #J-18808-Ljbffr
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Financial Planner
3 weeks ago
Cape Town, South Africa Liberty Standard Bank Group Full timeAN OPPORTUNITY OF A LIFETIME.... Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business. We embrace a flexible, collaborative and dynamic workplace and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in...
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Financial Planner
4 days ago
Cape Town, South Africa The Legends Agency Full timeFinancial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...
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Financial Planner
3 days ago
Cape Town, South Africa The Legends Agency Full timeFinancial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...
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Financial Planner
2 days ago
Cape Town, South Africa The Legends Agency Full timeFinancial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...
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Financial Planner
3 days ago
Cape Town, Western Cape, South Africa The Legends Agency Full time R600 000 - R1 200 000 per yearFinancial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and...
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Financial Planner
2 weeks ago
Cape Town, South Africa Time Personnel Full timeFinancial Planner job vacancy in Cape Town. Are you an experienced financial planning professional ready to take the next step in your career?Our client, a well-established firm based in the Southern Suburbs, is looking for a proactive and client-focused Financial Planner to join their team. The ideal candidate is passionate about guiding clients through...
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Financial Planner
1 week ago
Cape Town, Western Cape, South Africa Time Personnel Full time R900 000 - R1 200 000 per yearJob OverviewApplication Deadline: 15 November 2025Job Location: Cape Town, Western CapeJob Title: Financial PlannerEducation Level: Bachelors DegreeJob Level: IntermediateMinimum Experience: 3 - 5 YearsFinancial Planner job vacancy in Cape Town.Are you an experienced financial planning professional ready to take the next step in your career?Our client, a...
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Financial Planner
4 days ago
Cape Town, South Africa The Legends Agency Full timeFinancial PlannerJoin a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients.Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pmAbout Our ClientOur client is an established Independent Financial Advisory based in Newlands, specialising in both local and...
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Financial Planner
3 days ago
Cape Town, South Africa Unique Personnel Full timeJob Title - Financial Planner - Job Number - 73065 - Skills - communication,Networking,Sales - Industry - Financial Planner - City - Cape Town - Job Description - Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk...
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Financial Planner
4 days ago
Cape Town, Western Cape, South Africa The Legends Agency Full time R450 000 - R500 000 per yearFinancial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking organisation that is looking to bring on a talented Financial Planner & Analyst to join their dynamic finance function.This is...
