11 Financial Planner Offices Jobs
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Operations Compliance Officer | Cape Town The Recruitment Council - cape town, Western Cape Identify potential compliance breaches and investigate compliance irregularities or areas of concern Knowledge of FICA, FAIS and relevant legislation, regulations and rules Must be a registered and FSCA... R500 000 4 days ago
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Compliance Operations OfficerHire Resolve
8001 Cape Town, South Africa Provide regulatory insights and suggest improvements to ensure ongoing alignment with the FAIS General Code of Conduct (GCOC) . Please Note, if you don't match the Requirements or Industry, you won't be... R1 2 days ago -
Financial Planner | Cape Town The Recruitment Council - CapeTown Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) Assist clients with tax planning, estate planning and wills Proficiency in MS Office including Word, Excel and Powerpoint... R360 000 - R480 000 16 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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Assistant to Financial Advisor Dynexity Pty Ltd - Pietermaritzburg, Midlands, South Africa Check and confirm commission statements from CommPay and Product Providers. Escalate if any commissions or fees are due to the Financial Planning Partner. Be the point of contact for clients, ensuring... 18 days ago
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Operations Compliance Officer (Western Cape) CAT 1 Neg BA Personnel - Western Cape, Western Cape, South Africa Analyse information and pro-actively suggest improvements to ensure compliance process is followed in accordance with the GCOC under FAIS, Knowledge of FICA, FAIS and relevant legislation, regulations... Neg 12 days ago
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Operations Compliance Officer (CPT Only) HumanKind - Tyger Valley, Western Cape, South Africa Identify potential compliance breaches and investigate compliance irregularities or areas of concern Relevant experience working with Financial Advisers / Financial Planners Maintain a compliance framework... R40,001 - R50,000 pm 13 days ago
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Wealth Management Associate Conova Financial Recruitment - CPT - Southern Suburbs, Cape Town South, South Africa Act as a strategic partner to Wealth Managers, supporting them in managing client portfolios and enhancing the client experience. Provide operational support to streamline processes and improve service... 11 days ago
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Assistant to Wealth Planner (Somerset West) Dynexity Pty Ltd - CPT - Southern Suburbs, Cape Town South, South Africa Check and confirm commission statements from CommPay and Product Providers. Escalate if any commissions or fees are due to the Financial Planning Partner. Be the point of contact for clients, ensuring... 18 days ago
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Financial Advisor AUGUST INTEGRATED SERVICES - Durban We're revolutionizing how financial planning meets modern client needs through our comprehensive approach. 1. Full Funding for Your education until CFP Qualification (Terms and Conditions Apply) - Advance... 17 days ago
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