Career Opportunities in Financial Planning

We are seeking a skilled Financial Planner to join our team at Liberty Standard Bank Group. A Financial Planner combines financial analysis with personal advice to help clients achieve their long-term financial goals.A successful candidate will have strong analytical and communication skills, with the ability to interpret complex financial data and...

A career opportunity has arisen for recent graduates or individuals looking to transition into the financial sector. We are seeking highly driven and energetic candidates who are eager to learn and take on a new role within a financial advisory capacity.The ideal candidate will possess excellent communication and customer service skills, with a passion for...

Unlock 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...

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...

CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

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...

Exciting Career Advancement OpportunitiesSagen Advisory, a leading recruitment agency specializing in financial planning, is currently seeking skilled and ambitious professionals to fill various roles. Our client, based in the Cape Town area, offers a dynamic work environment with excellent growth prospects.This exciting opportunity enables you to leverage...

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...

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...

About Sagen AdvisoryWe are a rapidly expanding financial advisory firm based in Durbanville and Stellenbosch, Cape Town, seeking passionate Financial Planners to join our team. Our company offers tremendous growth opportunities for professionals of all levels.Role OverviewThe ideal candidate will have relevant tertiary qualifications and certifications in...

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...

Financial Planner Job OverviewThis role focuses on providing financial expertise and wealth creation advice to clients, aiming to make Nedbank their preferred banking institution.

OverviewCareer Custodians, a leading player in the tourism and hospitality sector, is seeking a diligent Inventory Management Assistant to join its esteemed team at The Bay Hotel. Our commitment to excellence and employee growth makes us an ideal destination for individuals looking to advance their careers.

Dynamic Financial Services Team Seeks Management AccountantCA Financial Appointments is seeking a proactive and confident Management Accountant to join their finance team. This exciting role sits within the shared services team for a group of entities, who are proactive and forward-thinking and who offer a flexible hybrid working model and a great working...

A career as a financial planner at Liberty Standard Bank Group offers you the opportunity to drive client success by helping them achieve their financial goals. We are seeking talented individuals who can provide expert guidance and advice to our clients, ensuring they make informed decisions about their finances.As a financial planner, your primary...

At Liberty Standard Bank Group 2, we are seeking a highly skilled and experienced Financial Career Specialist to join our team.This is an exciting opportunity for a talented individual to take their career to the next level in financial services. As a Financial Career Specialist, you will be responsible for delivering exceptional client experiences and...

Job Title: Financial Planning ExpertsAt Sagen Advisory, we are seeking passionate and skilled financial planners to join our team. Our client, based in Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities.Responsibilities:Source and meet potential clients to analyze their financial needs.Design personalized...

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...

We are seeking a skilled Financial Advisor to join our team at Sagen Advisory, a rapidly expanding wealth management business. Located in Durbanville, Stellenbosch, this exciting opportunity allows you to either build your own client base or invest in your current one.The ideal candidate will be a financial/commercially qualified graduate, a junior financial...

CA Financial Appointments is seeking a seasoned Financial Director to drive strategic growth and leadership within our organization.About the OpportunityAn exciting strategic leadership opportunity has emerged in the logistics industry based in Cape Town. The ideal candidate will be a dynamic executive who can develop and implement financial strategies while...