Senior Financial Planner: Client Relationships Specialist
7 days ago
This 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 Responsibilities
- Manage client relationships and develop long-term plans
- Provide financial advice and guidance to clients
- Ensure compliance with regulatory requirements and industry standards
- Develop and implement marketing strategies to grow the business
Requirements
- Grade 12 qualification or equivalent
- Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination
- Minimum 2 years of experience in a financial planning role
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits
- A competitive salary and benefits package
- Ongoing training and development opportunities
- The chance to build a successful career in the financial services industry
-
Senior Financial Planner
2 days ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeThe 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...
-
Senior Financial Planner
2 days ago
Cape Town, Western Cape, South Africa DLK Group Full timeAbout 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.
-
Client Relationship Specialist
2 days ago
Cape Town, Western Cape, South Africa Access Bank PLC Full timeJob Description:We are seeking an experienced Client Relationship Specialist to join our team at Access Bank PLC. As a key member of our Consumer Banking division, you will be responsible for building and maintaining strong relationships with individual customers.You will focus on understanding the financial needs of our clients and offering tailored banking...
-
Senior Financial Planning Specialist
2 days ago
Cape Town, Western Cape, South Africa Status Staffing Full timeAt Status Staffing, we are seeking a highly motivated and detail-oriented Senior Financial Planning Specialist to join our team.Job OverviewThis internship position offers the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. You will be responsible for assisting in the implementation...
-
Client Relationship Specialist
2 days ago
Cape Town, Western Cape, South Africa Indwe Broker Holdings Full timeAbout the OpportunityWe are seeking a talented professional to join our team as a Client Relationship Specialist. The ideal candidate will have a strong understanding of the insurance industry and a proven track record in sales and service.The role involves building and maintaining relationships with clients, identifying new business opportunities, and...
-
Client Relationship Specialist
5 days ago
Cape Town, Western Cape, South Africa Ad Hoc Client Full timeKey ResponsibilitiesOur ideal candidate will provide technical support and assistance to clients through product recommendations and solutions. They will coordinate with the sales team and other departments to compile detailed costings and quotations, design as per client specifications, and ensure project requirements are met and exemplary service is...
-
Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeAre 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...
-
Client Service Specialist
2 days ago
Cape Town, Western Cape, South Africa Securitas™ Financial Group Full timeAre you a results-driven individual with a passion for delivering exceptional service? Do you have experience in the financial services industry and a proven track record of business success?About the JobWe are seeking a highly skilled Client Service Specialist to join our business team in Cape Town. This is a permanent position that offers a market-related...
-
Client Relationship Specialist
2 days ago
Cape Town, Western Cape, South Africa TMF Group Full timeJob OverviewThis role offers an exciting opportunity to join our international team as a Client Relationship Specialist.You'll be responsible for managing your own portfolio, providing high-quality support to our team and clients, and contributing to the growth of our organization.Working closely with the Client Account Manager, you'll focus on delivering...
-
Senior Client Relationship Manager
5 days ago
Cape Town, Western Cape, South Africa Future Forex SA Full timeRole Overview: Future Forex SA is seeking an exceptional client-facing professional to drive business growth and provide outstanding service to clients. As a Senior Client Relationship Manager, you will be responsible for developing strong relationships with existing clients, identifying new opportunities, and delivering exceptional customer...
-
Senior Financial Services Specialist
17 hours ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is looking for a Senior Financial Services Specialist to join our team. The ideal candidate will have experience in managing financial functions, including payroll, accounts payable, and accounts receivable.Job Description:Manage financial data and reports to ensure accuracy and complianceDevelop and implement financial policies and...
-
Financial Planner Specialist
2 days ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeCompany 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...
-
Client Relationship Strategist
6 days ago
Cape Town, Western Cape, South Africa Communicate Recruitment Full timeAbout UsAt Communicate Recruitment, we pride ourselves on delivering high-quality services to our clients.About the RoleWe are seeking an experienced Client Relationship Strategist to join our team.Job DescriptionLead senior client relationships and develop strategies for successful campaign execution.Oversee planning and execution of integrated campaigns...
-
Lead Financial Planner
5 days ago
Cape Town, Western Cape, South Africa Headhunters Full timeEstablished 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 Statement Specialist
5 days ago
Cape Town, Western Cape, South Africa AFA - Accounting and Financial Advisory Full timeJob Description:AFA - Accounting and Financial Advisory is seeking a skilled Career Candidate to join our team as a Senior Financial Statement Specialist. As a key member of our financial reporting team, you will be responsible for preparing high-quality financial statements for our clients using Draftworx and CaseWare Working Papers.The ideal candidate will...
-
Graduate Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Placement Point Full timeA 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...
-
Financial Planner
2 days ago
Cape Town, Western Cape, South Africa Capital Assignments Full timeCompany 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...
-
Senior Client Engagement Specialist
3 days ago
Cape Town, Western Cape, South Africa Recruiters of Distinction Full timeJob DescriptionAs a Senior Client Engagement Specialist at Recruiters of Distinction, you will be responsible for managing existing client relationships and onboarding new clients to ensure seamless integration and satisfaction. This role requires excellent communication and organizational skills, as well as the ability to think strategically and...
-
Certified Financial Planner
1 week ago
Cape Town, Western Cape, South Africa Status Staffing Full timeA 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...
-
Financial Planner
5 days ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeThe 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.