Senior Financial Planner

3 weeks ago


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

**Job Overview**

 

HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.

 

Key Responsibilities:

  • Assist the Senior Private Wealth Manager in the research and analysis of the client's financial situation, goal, and objective
  • Responsible for all-around financial planning, estate planning, investment research, product/solution recommendations
  • Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning and risk management
  • Develop comprehensive financial plans that meet clients needs and objectives

 

**Requirements**

  • Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification
  • Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
  • Minimum 5 years experience paraplanning, financial planning and/or advising
  • Detailed knowledge of the South African financial market in the advisory space
  • Detailed knowledge of the South African providers
  • Knowledge of the offshore providers is advantageous
  • Strong understanding of financial planning concepts and strategies
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability
  • Fluency in Afrikaans would be advantageous

 

**What We Offer**

R360 000 R420 000 per annum negotiable plus benefits.



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

    Job Title: Senior Financial ManagerEstimated Salary: R1,200,000 - R1,500,000 per annum.Company Overview:CA Financial Appointments is a leading recruitment agency specializing in financial placements. We are seeking a highly skilled Senior Financial Manager to join our esteemed client's team.Job Description:The successful candidate will be responsible for...


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

    CA Financial Appointments is seeking a highly experienced Senior Financial Strategist to lead our regional financial operations in Cape Town.Salary: R1,200,000 - R1,500,000 per annumJob Description:The ideal candidate will have a minimum of 5 years of experience in the financial or long-term insurance sectors, with a proven track record as a Financial...


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

    CA Financial Appointments is seeking a seasoned Senior Financial Strategist to drive financial strategy and compliance across the Group divisions.Estimated Salary: R1,200,000 - R1,500,000 per annumAbout the RoleThis exciting opportunity requires a detail-oriented leader with strong analytical, problem-solving, and interpersonal skills to ensure sustainable...


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

    Job Summary:We are seeking a highly skilled Senior Financial Controller to join our team at GG Financial Recruitment. As a key member of our finance department, you will be responsible for managing debtor accounts and ensuring timely payments from customers.About Us:Our company is a successful and growing enterprise based in the Southern Suburbs of Cape...


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

    About the RoleFempower invites applications for the position of Director of Finance, offering a remuneration package that includes an estimated annual salary of $150,000.The successful candidate will oversee financial planning, ensure accuracy in financial reporting, and manage the finance function. A strong attention to detail, ability to work...


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

    Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.


  • 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 GG Financial Recruitment Full time

    About UsGG Financial Recruitment is a dynamic and growing company based in the heart of Kenilworth, Cape Town. We are committed to delivering exceptional recruitment services to our clients and candidates.


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

    OverviewGG Financial Recruitment is a leading financial services company based in Southern Suburbs, Cape Town. We are seeking an experienced Senior Account Manager to join our team.


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

    Company OverviewWe are CA Financial Appointments, a leading recruitment agency specializing in financial services professionals.


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

    Job OverviewA senior financial position is available for a skilled finance professional who can lead the finance team and drive financial planning. The ideal candidate will have experience in managing core accounting functions, improving processes, and providing insights to shape business decisions.About the RoleManage the preparation of monthly management...


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

    Role Overview: We are seeking a seasoned Regional Financial Manager to lead our financial operations in Cape Town, driving strategic growth and ensuring operational excellence.


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

    Reconciliations Analyst PositionWe are seeking a detail-oriented and analytical Reconciliations Analyst to join our dynamic financial services team. This role requires strong Excel skills and the ability to maintain accuracy in daily, weekly, and monthly client account reconciliations.About the Role:Daily, weekly, and monthly client account...


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

    **Job Title:** Senior Financial Services AdvisorThe Recruitment Council is seeking a highly skilled Senior Financial Services Advisor to join our team. This is an exciting opportunity to contribute to the growth and success of our organization.As a Senior Financial Services Advisor, you will play a pivotal role in providing financial planning services to our...


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

    A leading stockbroking firm seeks an experienced Compliance Officer to oversee regulatory compliance within the organization. As a member of the senior management team, this individual will be responsible for ensuring that all aspects of the business comply with relevant legislation.This is an exceptional opportunity to work in a dynamic industry and...


  • Cape Town, Western Cape, South Africa Micah Govender Developments Full time

    Are you passionate about helping individuals and families secure their financial future? If yes, then this is an exciting opportunity to join our team as an Investment and Retirement Planner at Micah Govender Developments.This role involves providing expert financial advice, conducting thorough needs analyses, and developing customized financial plans to...


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

    About the RoleWe are currently seeking a Financial Markets Analyst to join our team at CA Financial Appointments. This role involves providing market intelligence to clients on various asset classes and executing trades as needed.The successful candidate will have a minimum of 1-3 years' experience in stockbroking or investment banking, with a strong...


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

    Financial Services Risk Consultant OpportunityWe are seeking a highly experienced Financial Services Risk Consultant to join our team at CA Financial Appointments. The ideal candidate will have a strong background in risk management and 8-10 years of experience in the field.Job Description:The Senior Risk Analyst will assist with risk processes, including...


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

    CA Financial Appointments is seeking an experienced Regional Financial Manager to lead the financial operations in Cape Town. The ideal candidate will have a strong background in finance and at least 5 years of experience in the financial or long-term insurance sectors.Key Responsibilities:Develop and implement regional financial strategies to drive business...


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

    Explore a dynamic career with Liberty Standard Bank Group as a Financial Planner, where you will play a key role in helping clients achieve their financial goals. Our team of professionals is dedicated to providing exceptional service and support, ensuring our clients receive tailored solutions that meet their unique needs.About the RoleThis exciting...