Financial Planner Jobs in Cape Town

Time Personnel - Cape Town

Follow an established onboarding process to bring on new clients Minimum 3 years working experience as a financial planner Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below...

from: executiveplacements.com - 10 days ago

PartnerUp (Pty) Ltd - Cape Town

o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of o Monitoring the submission of intermediary appointment notes to ensure clients successfully o...

from: jobplacements.com - 10 days ago

BOSS Consult - Cape Town

Provision of office space and full infrastructure for financial planners Support with succession planning

from: executiveplacements.com - More than 30 days ago

Time Personnel - CPT - Southern Suburbs, Cape Town South, South Africa

Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred Meet with prospective clients (virtually via Zoom/Teams or in person at our...

from: pnet.co.za - 10 days ago

Humankind Group - Woodstock, South Africa

Tertiary qualifications: Minimum NQF Level 6 qualification Kindly forward your CV should you meet the requirements. RE5 - Essential

from: pnet.co.za - 10 days ago

HR Genie - Bellville (+1 location)

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. Conduct quality control on the outputs...

from: jobplacements.com (+2 sources) - 19 days ago

Montana Resourcing - Somerset West, Western Cape, South Africa

IT & Systems: prep of client portfolios using Astute; ensure XPlan Plocy Schedules are up to date; Data capture; Data integration between XPlan and IWP for handover to BDM. Financial services industry... 20000.00

from: pnet.co.za - 10 days ago

Job Crystal - Cape Town, WC, South Africa

• Working in the retail lending industry would be advantageous but not critical. Key personal skills for a successful Financial Planner & Analyst • Innate curiosity, eagerness to learn, and a relentless...

from: pnet.co.za - 16 days ago

Call Centre Staffing - Newlands

Continuously learn about markets, tax regulations and different investment vehicles. Minimum 3 years working experience as a financial planner. Keep records of new and existing clients. Have the ability... R30 000

from: executiveplacements.com - 28 days ago

The Talent Experts - Bellville, Western Cape, South Africa

You'll be joining an innovative, independent firm that provides customised financial planning services to retirement funds and their members. They are based in Tygervalley, Cape Town, have been going for... Market-related

from: pnet.co.za - 24 days ago