18 Financial Planner Jobs in Cape Town
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Client Portfolio Manager – Financial Planner 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... 9 days ago
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Financial Planning Assistant (Somerset West) 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... 9 days ago
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Financial Adviser BOSS Consult - Cape Town Provision of office space and full infrastructure for financial planners Support with succession planning More than 30 days ago
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Client Portfolio Manager – Financial Planner 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... 9 days ago
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Financial Planner (x10) Humankind Group - Woodstock, South Africa Tertiary qualifications: Minimum NQF Level 6 qualification Kindly forward your CV should you meet the requirements. RE5 - Essential 9 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville 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... 18 days ago
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Financial Planner Partner Assistant (Somerset West) 20000.00 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 9 days ago
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Financial Planner & Analyst 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... 15 days ago
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Salaried Financial Planner 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 27 days ago
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Salaried Financial Planner Market-related 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 23 days ago
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