Investment Planner

Are you passionate about helping individuals and families secure their financial future? If yes, then this is an exciting opportunity to join our team as an Investment and Retirement Planner at Micah Govender Developments.This role involves providing expert financial advice, conducting thorough needs analyses, and developing customized financial plans to...

Excellent opportunity for an experienced Financial Planner to join our client’s small to medium size independent assets management group, our client provides advice to high to ultra high net worth international families. Our client is a global investment company seeking to employ a hard working, strong admin individual to join the team. Our client is...

Job 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...

Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further! We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...

**Para-Planner** **R300K** **Stellenbosch** **Responsibilities**: - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Research product information - Calculate tax/legal implications of investments - Cash flow and performance calculations - Pre-Retirement planning calculations - Report new business...

A love for the sea and passion for fishing are the driving forces behind **I&J**, a leading fishing company and manufacturer of high quality chilled and frozen foods. Almost 110 years old, **I&J** is the trusted name in seafood, operating a modern and efficient trawler fleet, and continually investing in the training and development of experienced fishing...

Excellent opportunity for an experienced Wealth and Investment Administrator to join our client’s small to medium size independent assets management group, our client provides advice to high to ultra high net worth international families. Our client is a global investment company seeking to employ a hard working, strong admin individual to join the...

**Title**: **Para-Planner - Century City (CPT)**: **Salary**: - 18000 (Commensurate with experience) **Description**: - Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the...

**Job Overview** HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Key Responsibilities:Assist the Senior Private Wealth Manager in the research...

The Recruiters is seeking an Investment Portfolio Advisor to join our team. As a key member of our organization, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, general queries, and maintaining relationships with clients.The ideal candidate will have a strong understanding of investment...

Job Title: Financial Planner Location: PE Company: Financial Services Job Type: Full-time We are seeking a highly motivated and skilled Financial Planner to join our client's team. The ideal candidate will be responsible for providing financial guidance and advice to clients in order to help them achieve their financial goals and objectives....

Large Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients. Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to...

Finding 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 will learn to build your practice...

***What this position offers**: - The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings. - The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice. -...

**Job Overview**: **Date Posted**: Posted 5 hours ago- **Location**: Cape Town, Western Cape- **Job Title**: Fashion Planner- **Education Level**: High School / Matric- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Fashion Planner position available in Cape Town.**: Do you have 2-3 years’ experience as a planner in the fashion industry...

We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client's team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for clients. Responsibilities: - Conduct in-depth consultations with clients to assess their financial...

**Listing reference**: woolw_000978**Listing status**: Online- **Position summary** **Industry**:FMCG & Supply Management - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Cape Town - **Contract**:Permanent**EE position**:No**Introduction** - Assist and support the Planner with administrative tasks and analysis required to...

**Retail Planner** **Established supplier into the Retail Industry** **Cape Town City** **Criteria**: - 3 - 5 years planning experience in a Retail environment - High numeracy - Strong business acumen - Flexible and willing to get involved in other parts of the business. **Main function**: - To provide relevant and accurate information to ensure...

**Wealth Adviser Assistant / Para-Planner** **R240K** **East Rand (Gauteng)** **Responsibilities**: - Gather Policy information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Prepare investment review appointments - Maintain CRM system -...

**Tasks** - Accurately assess clients needs, objectives and risk tolerance and formulate an effective financial plan strategy and/or risk management strategy. - Provide advice required to clients, including subsequent advice to current clients. - Ensure all client data is recorded using the business systems and procedures. - Formulate effective financial...