Advisor Planning Jobs in City of Cape Town

HR Genie - Bellville

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to...

from: jobplacements.com (+1 source) - 20 days ago

The Recruitment Council - claremont, Western Cape

d. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth a. Ensure a basic level of product knowledge by keeping up to date with products used by service administrative... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

Initiate International - Cape Town, Western Cape

A fast-growing and forward-thinking player in the iGaming industry is on the lookout for a sharp, strategic, and hands-on Financial Controller in Cape Town to take the lead on all things finance. Manage...

from: compujobs.co.za - 11 days ago

KingMakers - Cape Town, Western Cape

Experience: Extensive experience in tax management, including a track record of leading tax functions in a large or multinational organization. Good knowledge of Nigeria Tax Laws and international transfer...

from: workable.com - More than 30 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Stay updated with changes in tax laws, financial regulations, and the economic environment relevant to financial planning. Shadow experienced advisors to understand best practices in client servicing and... Market Related

from: pnet.co.za - 11 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

You should have a strong foundation in fundamental equity analysis, financial modelling, and valuation, and thrive in a performance-driven, high-accountability environment. Exposure to, or a strong interest... Market Related

from: pnet.co.za - 11 days ago

AtripleA recruitment & temps - Cape Town

Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance. Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance...

from: jobmail.co.za - 19 days ago

CSG Resourcing - Woodstock, Western Cape, South Africa

Own the quarterly forecasting process, providing insights, risk analysis, and performance commentary Lead and develop a high-performing finance team, fostering growth and accountability Strong Excel modelling... R1000000 - R1300000

from: pnet.co.za - 18 days ago

ZAQ Agency - Somerset West, Western Cape, South Africa

We're partnering with a leading UK wealth management firm expanding its operations into South Africa. We're looking for experienced professionals - including Paraplanners , Financial Advisors , and Wealth...

from: pnet.co.za - 19 days ago