Senior Financial Planner

About the RoleWe are looking for a Senior Financial Planner with strong analytical skills and experience in financial planning and analysis. The ideal candidate will possess excellent communication skills and the ability to translate complex financial data into actionable insights.

The Recruitment Council seeks a seasoned Senior Financial Planner to lead our team in delivering exceptional financial planning guidance to clients. With a focus on comprehensive wealth management, the successful candidate will be responsible for providing tailored financial advice to clients, ensuring their financial goals and planned lifestyle needs are...

Job BriefWe are seeking a seasoned Senior Financial Planner to join our team at Nielseniq. The ideal candidate will have a strong background in financial planning and excellent client management skills.About the RoleThe Senior Executive, Customer Success will work closely with wealth managers to develop and implement financial plans that meet the needs of...

Senior Production Planner PositionWe are seeking a skilled Senior Production Planner to join our team at Boss Paving.The successful candidate will be responsible for:Overseeing the entire production processCollaborating with internal teams to ensure operational excellenceConducting quality assessments to ensure customer satisfactionRequirements2+ years of...

About the RoleThis Senior Financial Planner position requires an experienced professional to manage client relationships, develop and implement financial plans, and ensure compliance with regulatory requirements. The ideal candidate will have strong communication and interpersonal skills, as well as knowledge of financial products and services.Key...

Company OverviewWealth management is a sophisticated practice that requires a high level of expertise, particularly in wealth planning. At Capital Assignments, we are committed to offering affluent clients innovative strategies that protect their assets and help them build their desired reality.Duties & ResponsibilitiesThe successful candidate will have the...

Surex 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...

A well establish investment firm based in Newlands is seeking a Graduate Financial Planner. Duties: Work as part of a professional team in our office Assist the team of Client Portfolio Managers Preparing Investment Proposals Compile Portfolio Analyses Contact prospective clients Follow an established onboarding process to bring on new clients Continuously...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

Are you a talented professional eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your...

We are seeking a highly skilled Senior Financial Manager to join our team at CA Financial Appointments. As the successful candidate, you will be responsible for leading a small team and driving financial sustainability.Key Responsibilities:Develop and implement financial strategies to ensure long-term financial sustainability.Provide strategic financial...

Wealth Administrator PositionCA Financial Appointments is seeking a suitably qualified Wealth Administrator to join their team.Responsibilities:Obtain information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeovers and send notifications to providers, confirming completion.Submit Provider Code Application forms for new...

Company OverviewOrigin Financial Group is a leading player in the South African market, specializing in customized financial solutions and advice. We pride ourselves on helping our financial advisors realize their worth and attribute our growth and performance to our incredible partners and market-leading value proposition.We present a significant...

Job title : Senior Merchandise PlannerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries An opportunity has become available in our Old Khaki Merchandise Team for a confident, energetic, and resilient Senior Merchandise Planner who can think laterally and who has the strong analytical,...

Job Title: Senior Financial StrategistWe are seeking a Senior Financial Strategist to join our client, a prominent financial services company. This is a 6-month contract opportunity that requires a highly assertive and results-driven individual who excels in delivering quality work under pressure.The role involves assisting with the finalization of the...

Job OverviewWe are seeking a meticulous and strategic Financial Planner to join our team at Outside Capital in Cape Town.This is an excellent opportunity for a CA(SA) with 2 years post articles experience to showcase their analytical prowess and contribute to the company's growth and profitability.Key ResponsibilitiesDive deep into financial data analysis,...

Established Financial Advisor – Risk or AUM FocusDescription:We are seeking a highly skilled Financial Planner to join our team as a Lead Financial Planner. In this role, you will be responsible for providing expert financial guidance and solutions to our clients.Key Skills:High ethical standards and integrity.Passionate, Dynamic, Driven and Ambitious.Good...

Senior Financial Accountant and Business Analyst RoleOur client is seeking a senior accountant and business analyst to support their financial services project. This is a fantastic opportunity for a CA(SA) with relevant experience to make a real impact.The key tasks include:Managing Project EASE work related to Financial IntegrityBuilding an understanding of...

Financial Accounting PositionWe are seeking a highly skilled Senior Financial Accountant to join our team in Cape Town. As a key member of the finance department, you will be responsible for ensuring statutory compliance and managing accounting, reporting, and control functions.Main Responsibilities:Ensure accurate and timely financial reporting and...

Job PurposeThe primary objective of this role is to provide exceptional client experiences by delivering comprehensive financial planning, retirement planning, investments, finance, and wealth management services. This is a full-time hybrid position that offers the flexibility to work from home while being part of a dynamic team.Main ResponsibilitiesDeliver...