Financial Planner
6 days ago
finance advice, retirement planning, and financial services to clients. The role involves
developing customized financial strategies, analyzing financial data, and guiding clients
towards their financial goals.
-
Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Group Full timeJOIN OUR CHAMPIONSHIP TEAMFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey.REQUIREMENTSCompleted post matric finance related qualification in marketing, business, law, economics, investments, risk...
-
Financial Planner R10000
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Group Ltd Full timeFinancial Planner Job DescriptionFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.As a Financial Planner, you...
-
Financial Para-Planner
2 weeks ago
Cape Town, Western Cape, South Africa The Recruiters Full timeExciting opportunity to join a dynamic organization.POSITION INFO:Our client is a team of financial planning experts looking for a financial para-planner to join their team. If you've got a NQF5 in wealth management or another related finance qualification and a minimum of 2 years of experience in the financial planning industry, and would like to join a...
-
Senior Financial Planner
1 week ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeAre you seeking a rewarding career move as a skilled Wealth Manager?We have an exciting opportunity with The Recruitment Council, a leading Financial Services company renowned for its commitment to excellence and client satisfaction.The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client...
-
Financial Planner Professional
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Group Full timeLiberty Group is a dynamic and forward-thinking organization that seeks to hire a talented Financial Planner who will play a crucial role in shaping the financial futures of our clients. As a seasoned professional, you will have the opportunity to work closely with individuals and families to develop personalized financial plans that cater to their unique...
-
Financial Planner Cape Town
3 weeks ago
Cape Town, Western Cape, South Africa Liberty Group Ltd Full timeFinancial Planner Job DescriptionFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.As a Financial Planner, you...
-
Financial Planner Assistant
1 week ago
Cape Town, Western Cape, South Africa The Recruiters Full timeCompany OverviewThe Recruiters is a dynamic organization seeking a skilled Financial Para-Planner to join their team of financial planning experts.We are looking for an individual with a NQF5 in wealth management or a related finance qualification and a minimum of 2 years of experience in the financial planning industry.
-
Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Surex Full timeSurex 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. No previous exerience required. High commision structures and ability to "grow your own basic salary" with second...
-
Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Surex Full timeSurex 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. No previous experience required. High commission structures and ability to 'grow your own basic salary' with second...
-
Corporate Financial Planner
6 days ago
Cape Town, Western Cape, South Africa DLK Group Full timeJob RoleWe are seeking a seasoned Corporate Financial Planner to join our team at the DLK Group. As a senior member of our finance department, you will be responsible for providing strategic financial guidance and support to the organization.The ideal candidate will possess a strong background in finance, accounting, or a related field, along with...
-
Strategic Financial Planner
6 days ago
Cape Town, Western Cape, South Africa NMI Full timeRole ProfileWe're looking for a skilled Strategic Financial Planner to join our team in South Africa. As a key member of our FP&A team, you will play a critical role in driving business growth by providing insightful data-driven recommendations. If you thrive in a dynamic environment and are passionate about finance, we'd love to hear from you.
-
Professional Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Findojobs South Africa Full timeAbout the JobWe are looking for a skilled Professional Financial Planner who can provide expert financial guidance to clients or members. As a key member of our team, you will be responsible for sourcing and retaining a membership and client base for eligible professionals.The scope of the job includes implementing PPS financial solutions, conducting risk...
-
Chief Financial Planner
7 days ago
Cape Town, Western Cape, South Africa TP Full timeLeadership OpportunityWe are looking for a highly experienced Chief Financial Planner to lead our financial planning and analysis function. This strategic role is responsible for developing and executing comprehensive financial plans, budgets, and forecasts to drive business growth and profitability.Key Responsibilities:Develop and execute long-term...
-
Senior Financial Planner
1 week ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeCompany OverviewCape Town, South Africa | About Origin Financial GroupOrigin Financial Group is one of the biggest financial services providers in the South African market.We specialise in delivering customized solutions and advice tailored to each individual client's financial life cycle. Our team presents a significant opportunity for experienced financial...
-
Financial Support Associate
2 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeRole OverviewCA Financial Appointments requires an experienced Wealth Administrator to support their Wealth Management division.The successful candidate will have a strong background in administration, specifically within the insurance, wealth, or financial services sectors.Key Responsibilities:Gather essential information from various sources.Collaborate...
-
Financial Planner Position
2 weeks ago
Cape Town, Western Cape, South Africa Future Careers Full timeAt Future Careers, we are seeking a skilled Financial Planner to join our team. As a Financial Advisor, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions.DescriptionThe ideal candidate will have strong analytical skills, excellent communication abilities, and the ability...
-
Financial Planner
3 weeks ago
Cape Town, Western Cape, South Africa Hereford Group Full time1 week ago Be among the first 25 applicantsDirect message the job poster from Hereford GroupPartner | Regional Manco | Business Head | Financial Planner | Mentor | Insurance | Investment Management | Business Development | Aviation RiskAre you passionate about financial planning? Do you thrive in a dynamic, entrepreneurial environment? Hereford Group is...
-
Chief Financial Planner
6 days ago
Cape Town, Western Cape, South Africa Hire Resolve Full timeOverview: As a Chief Financial Planner, you will play a critical role in driving our company's financial success by overseeing our finance team, managing core accounting functions, and ensuring compliance with regulatory standards.Key Responsibilities:Develop and implement financial plans that align with the company's goals.Oversee the preparation of monthly...
-
Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa SANLAM Full timeWe are looking for a Financial Planner.Missions :What will make you successful in this role?Assist in growing the Sanlam Connect Business;Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy;Apply knowledge and understanding of market segmentation and customer profiles to...
-
Intern Articled Financial Planner
3 days ago
Cape Town, Western Cape, South Africa Status Staffing Full timeArticled Financial Planner InternshipReference: PC001616-RC-1Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner.Duties & ResponsibilitiesA recent professional...