Current jobs related to Financial Planner Professional - Cape Town, Western Cape - Cross Wealth Financial Services
-
Financial Planner Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeKey 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,...
-
Financial Planner Professional
3 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeUnlock 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 timeJob 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...
-
Financial Planner
3 weeks ago
Cape Town, Western Cape, South Africa EQ-FIN Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at EQ-FIN. As a Financial Planner, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.Key ResponsibilitiesConduct comprehensive financial needs analyses to identify clients' financial...
-
Financial Planner
3 weeks ago
Cape Town, Western Cape, South Africa EQ-FIN Full timeFinancial Planner Role at EQ-FINWe are seeking a skilled and ambitious Financial Planner to join our team at EQ-FIN. As a Financial Planner, you will be responsible for building long-term relationships with clients, providing personalized financial plans, and delivering expert advice on a range of financial products and services.Key Responsibilities:Conduct...
-
Senior Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeAbout the JobAs a Financial Planning Professional with Liberty Standard Bank Group, you will play a vital role in guiding clients through every step of their life-long financial journey. Our Financial Planners are professionally trained to adapt to changing needs and help maintain and grow the client's finances.Key ResponsibilitiesComplete required program...
-
Financial Planner
1 month ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeExciting 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 timeJob 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...
-
Project Financial Planner
1 month ago
Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full timeJob Title: Project Cost PlannerThe DLK Group (PTY) Ltd is seeking a highly skilled Project Cost Planner to join our team. As a key member of our project management team, you will play a critical role in ensuring the successful financial planning, budgeting, and cost management of various projects within the organization.Key Responsibilities:Develop and...
-
Financial Planner
3 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeWe are seeking a skilled Financial Planner to join our team at Liberty Standard Bank Group. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals.Key Responsibilities:Meet with prospective clients to understand their financial needs and goals.Implement solutions with new clients and review plans with existing...
-
Cape Town, Western Cape, South Africa EQ-FIN Full timeFinancial Planner Role at EQ-FINAs a Financial Planner at EQ-FIN, you will be responsible for providing expert advice and guidance to clients on their financial well-being. This includes conducting thorough financial needs analyses, identifying areas for improvement, and developing personalized financial plans to meet their specific goals and objectives.Key...
-
Financial Planner Expert
2 weeks ago
Cape Town, Western Cape, South Africa Nedbank Full timeJob OverviewThe role of the Financial Planner involves providing financial expertise and wealth creation advice to Nedbank clients.Key ResponsibilitiesAnalyzing clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial...
-
Financial Services Professionals
1 month ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeFinancial Services Professionals ========================== **About the Role** We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Adviser/Insurance Broker/Salesperson. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to...
-
Senior Financial Planner
4 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeJob 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...
-
Administrative Coordinator to Financial Planner
1 month ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob 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 Services Professional
12 hours ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob Title: Financial Services ProfessionalEstimated Salary: R250,000 - R400,000 per annum.At The Recruitment Council, we are seeking a highly skilled Financial Services Professional to join our team. As a Junior Financial Advisor, you will play a pivotal role in supporting advisory partners with documentation and compliance requirements for both existing and...
-
Senior Financial Services Professional
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeBuild a Successful Financial Planning Career with LibertyAs a Financial Adviser at Liberty Standard Bank Group, you will be part of a dynamic team that provides top-notch financial services to our clients. Our Financial Planners are highly trained and experienced professionals who guide clients through every step of their financial journey.Key...
-
Cape Town, Western Cape, South Africa Sagen Advisory Full timeUnlock Your Potential as a Financial Planner with Sagen AdvisorySagen Advisory is a leading financial services company seeking passionate and ambitious Financial Planners to join our team. Our clients, based in Durbanville and Stellenbosch in Cape Town, are rapidly expanding and offer exciting career growth opportunities for professionals of all levels.Key...
-
Senior Financial Strategist
2 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeRole Overview:The Financial Planner at Cross Wealth Financial Services will be responsible for developing and implementing customized financial strategies for clients. This role involves analyzing financial data, providing financial planning advice, and guiding clients towards their financial goals.Key Responsibilities:Develop and implement comprehensive...
-
Financial Services Professional
3 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeFinancial Planning CareerAt Liberty Standard Bank Group, we're seeking a skilled Financial Services Professional to join our team. As a Financial Planner, you'll play a crucial role in guiding our clients through their financial journeys, adapting to their changing needs, and helping them maintain and grow their finances.Key Responsibilities:Complete...
Financial Planner Professional
1 month ago
At Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team.
Job Summary:
The Personal Financial Advisor will be responsible for providing financial planning, personal 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.
Key Responsibilities:
- Develop and implement financial plans tailored to individual client needs
- Analyze financial data to identify areas for improvement and opportunities for growth
- Provide personal finance advice and guidance to clients on managing their finances
- Assist clients in achieving their retirement goals through retirement planning and financial services
Requirements:
- Strong understanding of financial planning principles and practices
- Excellent communication and interpersonal skills
- Ability to analyze financial data and make informed decisions
- Experience in retirement planning and financial services
What We Offer:
At Cross Wealth Financial Services, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
