Current jobs related to Financial Planners: Experienced and Entry-Level Positions Available - Cape Town, Western Cape - Sagen Advisory

  • Financial Planner Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Key Responsibilities:Develop and implement customized financial plans for clients.Provide expert advice on retirement planning, investment strategies, and wealth management.Conduct thorough financial analysis to identify areas for improvement.Collaborate with clients to set and achieve their financial goals.About the Role:At Cross Wealth Financial Services,...

  • Entry-Level Accountant Position for Financial Growth

    1 week ago

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

    About Network RecruitmentWe are dedicated to connecting talented professionals with exciting opportunities.Salary and BenefitsThe estimated annual salary for this role is around $55,000, along with a competitive benefits package.Job DescriptionWe are seeking an ambitious Junior Accountant to join our team. As a key member of our financial department, you...

  • Entry Level SAIPA Articles Clerk

    23 hours ago

    Cape Town, Western Cape, South Africa Merand Corbett & Associates Full time

    Merand Corbett & Associates is seeking a highly motivated and detail-oriented SAIPA Articles Clerk to join our team. As an entry-level position, this role offers a unique opportunity for growth and development in the field of accounting.We are looking for an individual who has recently completed their B.Com Accounting Degree and is eager to start their SAIPA...

  • Financial Controller Position Available

    1 week ago

    Cape Town, Western Cape, South Africa AF Consulting Full time

    We are seeking a highly skilled Financial Controller at AF Consulting in Cape Town - Northern Suburbs - Durbanville. This role offers a competitive salary of R12,000 - R15,000 per month.About the RoleThis is an excellent opportunity for an experienced bookkeeper to take their career to the next level. As a Financial Controller, you will be responsible for...

  • Looms Harness Trainee Technician II: Entry-Level Position

    23 hours ago

    Cape Town, Western Cape, South Africa RareCruit Full time

    RareCruit is hiring for a challenging entry-level position as a Looms Harness Trainee Technician. As a member of the MRO Department, you will play a key role in assisting experienced technicians with maintenance and repair tasks.Key Responsibilities:Perform tasks under the supervision of skilled technicians to develop your skills and knowledge in harness...

  • Financial Advisors and Career Advisors positions available

    1 month ago

    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Financial Planners WantedSagen Advisory, a leading recruitment company, is seeking passionate and experienced Financial Planners to join our team. Our clients, based in Cape Town, are rapidly expanding and offer exciting opportunities for growth and development.Key Responsibilities:Source and meet potential clients to analyze their financial needs.Design...

  • Senior Financial Planner

    4 weeks ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    Job Title: Senior Financial PlannerJob Summary:We are seeking a highly organized and experienced Paraplanner to provide support to our Senior Private Wealth Manager in the development and maintenance of client financial plans.Key Responsibilities:Assist in researching and analyzing clients' financial situations, goals, and objectivesPrepare and compile...

  • Financial Planner Professional

    3 weeks ago

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

    Unlock Your Potential as a Financial PlannerAre you passionate about helping others achieve their financial goals? Do you have a knack for building strong relationships and providing expert advice? As a Financial Planner at Liberty Standard Bank Group, you will play a vital role in guiding our clients through every step of their financial journey. You will...

  • Financial Planner

    2 weeks ago

    Cape Town, Western Cape, South Africa EQ-FIN Full time

    Job DescriptionFinancial Planner Opportunity: We are seeking a motivated and skilled individual to join our team as a Financial Planner. As a financial planner, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct comprehensive financial needs analyses...

  • Entry Level General Worker Assistant

    5 days ago

    Cape Town, Western Cape, South Africa O'Brien Recruitment Full time

    Job Title: Entry Level General WorkerAn entry-level general worker is responsible for performing a variety of tasks to assist in the efficient operation of our business. This position typically involves manual labor and may include tasks such as cleaning, moving materials, and assisting other workers with their duties.Key Responsibilities:Loading and...

  • Chief Financial Officer

    7 days ago

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

    Job SummaryWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at CA Financial Appointments. As a key member of our financial management team, you will be responsible for overseeing the full bookkeeping function and processing management accounts to ensure optimal financial reporting.Responsibilities:Prepare invoicing...

  • Financial Controller Assistant

    2 weeks ago

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

    We are seeking an experienced Financial Controller Assistant to join our team at CA Financial Appointments. As a key member of our finance team, you will be responsible for the daily financial functions of the business. If you have strong experience with SAP, are thorough and meticulous, and immediately available, we would like to hear from...

  • Construction Planner

    1 month ago

    Cape Town, Western Cape, South Africa Lotus HR and Recruitment Full time

    Construction/Civils Planner Job OpportunityLotus HR and Recruitment is seeking a highly skilled Construction/Civils Planner to join their team in Cape Town. This is an exciting opportunity for a qualified and experienced professional to take on a challenging role in a progressive and established Construction company.Key Responsibilities:Develop and implement...

  • Entry Level Accounting Professional

    2 weeks ago

    Cape Town, Western Cape, South Africa GG Financial Recruitment Full time

    Accounting and Finance SupportWe are seeking a highly motivated Junior Accountant to join our team at GG Financial Recruitment. Key Responsibilities:Assist in managing and maintaining financial recordsSupport in preparing and reviewing financial statementsContribute to the development of financial forecasts and budgetsCollaborate with the accounting team to...

  • Financial Planner

    1 month ago

    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Exciting Opportunity at Sagen AdvisoryWe are seeking a highly motivated and experienced Financial Planner to join our team at Sagen Advisory. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Sourcing and meeting potential clients to provide expert financial advice...

  • Financial Planning Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

  • Chief Financial Operations Manager

    7 days ago

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

    Job SummaryWe are seeking an experienced Chief Financial Operations Manager to join our team at CA Financial Appointments.This is a fantastic opportunity for a highly skilled professional to lead the finance department, ensuring a strong control environment and providing essential accounting support. As a key financial resource, you will handle analysis and...

  • Entry-Level Article Clerk Position Available

    3 weeks ago

    Cape Town, Western Cape, South Africa Generico Recruitment Pty Ltd Full time

    We are seeking a recent BCom graduate to join our team as an Article Clerk. The successful candidate will have the opportunity to gain valuable experience in all departments and develop their skills in a dynamic and supportive environment.The ideal candidate will be fluent in Afrikaans and English, reside in the Northern suburbs of Cape Town, and have their...

  • Administrative Coordinator to Financial Planner

    1 month ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to support our Financial Advisor in providing exceptional client service and administrative support.Key ResponsibilitiesManage incoming calls, emails, and correspondence, ensuring timely and effective communication with clients and stakeholders.Coordinate and schedule...

  • Financial Accountant

    3 days ago

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

    A leading recruitment agency, CA Financial Appointments, is seeking a skilled Financial Accountant for a contract role.Job Overview:We are working closely with a global leader within the FMCG industry to find an experienced Financial Accountant who can take on daily financial functions. The ideal candidate will have strong experience with SAP and be...

Financial Planners: Experienced and Entry-Level Positions Available

1 month ago

Cape Town, Western Cape, South Africa Sagen Advisory Full time
Exciting Career Opportunities at Sagen Advisory

Sagen Advisory is a rapidly expanding financial services company based in Cape Town, seeking passionate and experienced Financial Planners to join our team. Our clients offer tremendous growth opportunities, providing the support and resources you need to thrive in the wealth management industry.

Roles Available
  1. Senior / Career Advisor: Experienced professionals with 10+ years in the industry.
  2. Junior / Vested Adviser: Vested advisors with 5 to 6 years of experience.
  3. Junior / Partially Vested Adviser: Junior vested advisors with 2 to 4 years of experience.
Responsibilities

As a Financial Planner at Sagen Advisory, you will be responsible for:

  • Source and meet potential clients to analyze their financial needs.
  • Design personalized strategies and recommend solutions to help clients meet their financial objectives.
  • Conduct risk analysis and respond to clients' changing needs and circumstances.
  • Provide expert financial advice, retirement planning, estate planning, and tax planning.
  • Offer investment opportunities across a broad spectrum of regulated products.
  • Monitor financial market trends to ensure effective planning and identify necessary updates.
Requirements

To be successful in this role, you will need:

  • Relevant tertiary qualifications and financial planning certifications.
  • 2+ years of industry experience in sales, finance, financial planning, or wealth management.
  • Customer-centric mindset with strong communication and sales skills.
  • Fluent in English and Afrikaans.
  • Entrepreneurial mindset with exceptional interpersonal skills.
  • Established network of clients and ability to prospect for new business.
Benefits

As a Financial Planner at Sagen Advisory, you will enjoy:

  • Up to R2.4m in non-lapsable vesting Bonuses over 2-years.
  • Unearth Capital from your existing client base through basic production and referrals.
  • Referral commission with ZERO effort – double your annuity income with ZERO effort through in-house referrals to your current clients.
  • 100% - 115% commission.
  • 30% ongoing on short-term, medical aid, gap cover, and employee benefits referrals.
  • 50% on all independent life business (long-term insurance).
  • 30% once-off on personal tax submissions.
  • Excellent performance-linked earning potential.
  • Best-in-class training and support from financial experts with a collective CEO team of 5.
  • Opportunity to attain official financial planning qualifications.
  • Utilize established support tools and services of an international business.
  • ZERO Desking fees fully equipped back office with 100% admin Full support structure including admin support, paraplanners, office amenities, and specialist resources.