Financial Planning Professional

1 week ago


Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

Liberty Standard Bank Group is a renowned institution in the financial services industry, striving to collaborate with talented professionals who share our passion for excellence.

A key focus area for us is Financial Planning, where we seek individuals to join our dynamic team in Cape Town. The role of a Financial Planner entails helping clients achieve their financial goals, which requires immense responsibility and trust.

Financial Planners spend their days meeting with prospective clients, implementing solutions, and reviewing plans with existing clients. They play a crucial role in assisting clients make informed financial decisions, ranging from investment strategies to retirement planning.

To be successful in this field, one must possess strong interpersonal and analytical skills, as well as an aptitude for sales and marketing. A solid network and tertiary education are also highly valued.

We offer a competitive package, including:

  • R10 000 monthly startup stipend (new to industry only)
  • Uncapped 70% commission
  • Full company benefits, including medical aid
  • Incentives
  • World-class training

Please note that a clear criminal and credit record, as well as a valid driver's license and own vehicle, are essential requirements for this position.



  • Cape Town, Western Cape, South Africa Humankind Group Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Professional to join our team at Humankind Group in Cape Town.This is an exciting opportunity for a motivated and experienced individual to take on a challenging role that requires strong financial planning skills, excellent client management abilities, and a deep understanding of the...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Established retailer seeking a detail-oriented Management Accountant to ensure financial information accuracy and reliability. This critical role supports organisational decision-making, optimises operations, and maintains compliance with relevant laws and regulations.Key responsibilities:


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Grow Your Career as a Senior Financial Planning ProfessionalWe are seeking an experienced and skilled Senior Financial Planning Professional to join our team at Liberty Standard Bank Group.About the RoleAs a Senior Financial Planning Professional, you will play a key role in helping our clients achieve their financial goals. You will be responsible for...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job Title: Senior Financial Planning ProfessionalWe are seeking a highly skilled Senior Financial Planning Professional to join our team at Network Recruitment. In this role, you will be responsible for preparing, analyzing, and presenting monthly management accounts and financial reports.Key Responsibilities:Financial Reporting: Prepare and present detailed...


  • Cape Town, Western Cape, South Africa The Recruitment People Full time

    Job OverviewThe Recruitment People is seeking a highly skilled Senior Financial Planning Professional to join their team. As a key member of the finance department, you will be responsible for the full financial accounting function.


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Exciting opportunity for a Senior Financial Planning Manager at CA Financial Appointments in Cape Town.We are seeking a highly skilled and experienced Financial Services Leader to join our team.Maintain the full financial function of the company.Conduct monthly reviews of financial reports and key controls within the control environment.Prepare tax returns...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    About Old MutualAt Old Mutual, we are passionate about creating opportunities for our customers to achieve their lifetime goals. We believe in the African opportunity and our diverse talent reflects this.Role OverviewThe role of a Professional Financial Planning Consultant at Old Mutual involves championing our valued customers to achieve their financial...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at CA Financial Appointments. As a Management Accountant, you will play a critical role in ensuring the accuracy and reliability of our company's financial information. Your attention to detail and analytical skills will be essential in supporting our organisation in...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    An exciting opportunity is available for a Chartered Management Accountant to join CA Financial Appointments and continue their career in financial planning and analysis. The ideal candidate will have experience in managing multiple tasks in a fast-paced environment, with a strong attention to detail and excellent problem-solving...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Key Responsibilities:As a Financial Planning and Analysis Professional at Communicate Recruitment, you will be responsible for participating in various financial activities across multiple sub-processes, including the preparation of financial reports for the Board of Directors, head office, and outside parties. Your tasks will also include evaluating monthly...


  • Cape Town, Western Cape, South Africa Sanlam Group Full time

    Job Title: Financial Planning Professional for Western Cape About the RoleWe are seeking a skilled Financial Planning Professional to join our team in Western Cape. This is an excellent opportunity to build a successful career in financial planning and contribute to the growth of our company.The ideal candidate will have a strong background in financial...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...


  • Cape Town, Western Cape, South Africa Sanlam Group Full time

    About the Role:The Sanlam Group is seeking a skilled Financial Planning Professional to join their team in the Western Cape. As a key member of the financial services industry, this individual will be responsible for providing expert financial advice and planning services to clients.Key Responsibilities:To provide high-quality financial planning and advisory...


  • Cape Town, Western Cape, South Africa Accounting and Financial Advisory Full time

    Job Title: Senior Financial Professional - Cape TownAbout the Role:We are seeking a highly skilled and detail-oriented accountant to join our team at Accounting and Financial Advisory in Western Cape, Cape Town. The ideal candidate will be responsible for maintaining financial records, preparing financial reports, analyzing data, and assisting with budget...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly skilled Financial Manager to join their team. This role offers an excellent opportunity for a qualified individual to utilise their skills in management reporting, budgeting and forecasting within a dynamic financial services environment.Estimated Salary: £80,000 - £100,000 per annumJob DescriptionCompany...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job Summary: We are seeking an experienced Cost Management Accountant to join our team at Network Recruitment. The successful candidate will be responsible for providing high-quality financial analysis and management services to our clients. About the Role: As a Cost Management Accountant, you will play a critical role in driving business growth through...


  • Cape Town, Western Cape, South Africa Persona Staff Full time

    About Persona StaffWe are a dynamic and innovative team at Persona Staff, committed to delivering exceptional services to our clients. As a leading provider of financial solutions, we strive for excellence in every aspect of our business.Job SummaryWe are seeking an experienced Senior Financial Planning Professional to join our team. This role will be...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    A key role has emerged within The Recruitment Council's client network, focusing on Financial Planning support. This opportunity seeks an individual to collaborate closely with a Trust Officer (Financial Advisor) and their assistant, driving client portfolio analysis, advisory support, and investment planning.Carry out comprehensive research and analysis on...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    A leading recruitment agency, CA Financial Appointments, is seeking a highly skilled Accountant to join their team on a 7-month contract. Located in a global commercial and manufacturing environment, this role offers an excellent opportunity for professional growth.The ideal candidate will have a strong background in financial reporting, accounting...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job OverviewNedbank Financial Planning is seeking a talented professional to join our team as a Financial Planning Manager.Key ResponsibilitiesMentor and supervise Financial Planners to ensure their growth and development, aligning with regulatory and business requirements.Identify training courses and career progression opportunities for self and team...