Strategic Financial Planner

Job Title: Senior Financial PlannerSchedule: Monday - Friday, 8:00 AM to 5:00 PM (MST)We are seeking a Senior Financial Planner to support financial planning and forecasting initiatives. The ideal candidate is proactive, highly analytical, and detail-oriented with a hands-on approach to financial operations.Key Responsibilities:Prepare and manage cash flow...

We are seeking a talented Strategic Planner (Merchandise) to join our Corporate Office - Merchandise team. As a key member of our team, you will be responsible for developing and implementing strategic plans to drive business growth and improve operational efficiency.You will work closely with our planning department to analyze market trends, identify...

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...

Job Title: Strategic Financial ManagerWe are seeking a highly skilled Strategic Financial Manager to join our team at CA Financial Appointments. As a key member of our organization, you will be responsible for driving financial strategy, optimizing channel performance, and providing data-driven insights that shape decision-making.Responsibilities:Contribute...

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...

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.

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...

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...

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...

Retail PlannerPeoplefinder Career Placements seeks a Retail Planner to join their product team in Cape Town. The ideal candidate will have experience in developing and implementing merchandise financial plans to optimise sales growth and profitability.Duties & ResponsibilitiesDevelop the planning function and associated processes to support ongoing...

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.

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...

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...

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 Description:Our Store Planners are responsible for fine-tuning sales strategies to align with the company's goals.They ensure accurate distribution of seasonal stock to optimise sales and deliver location plans that allow for clustering of stores at the required product level.The role involves delivering seasonal and non-seasonal replenishment profiles,...

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...

**Job Overview:**We are seeking a highly skilled Promotions Planner to join our team at Clicks Group Limited. In this role, you will be responsible for driving business growth through effective promotional forecasting and optimization.Main Responsibilities:To be responsible for reviewing and improving promotional forecasting accuracy within allocated...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Bachelor of Commerce (BCom) or equivalent tertiary qualification, along with...

Company OverviewAt Cross Wealth Financial Services, we pride ourselves on being advocates for our clients, providing personalized risk solutions to meet their unique needs. Since our inception, we have been dedicated to offering tailored insurance options that ensure peace of mind.We take a client-centric approach, setting us apart in the industry and making...