23 Financial Planner Jobs in Western Cape
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Client Portfolio Manager – Financial Planner Time Personnel - Cape Town Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred Continuously learn about markets, tax regulations and different investment vehicles... 10 days ago
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Insurance Administrator Ultra Personnel - Somerset West The Administrator takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional... 9 days ago
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Salaried Financial Planner Call Centre Staffing - Newlands Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred. Proficiency in MS Office including Word, Excel and Powerpoint. Excellent written... R30 000 28 days ago
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Financial Planning Partner Assistant – Somerset West, Western Cape Headhunters - Somerset West Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Arrange client medicals... 10 days ago
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Financial Planning Assistant (Somerset West) PartnerUp (Pty) Ltd - Cape Town The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services o Collation of all clients related information (data discovery and fact find) and preparation... 10 days ago
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Financial Planner (Cape Town CBD) BDO South Africa - Western Cape, ZA BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, with the flexibility to be based... Not specified 16 days ago
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PARAPLANNER - BELLVILLE HR Genie - Bellville Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools) Drafting of reports including cash flow, asset allocations and adding annexures... 10 days ago
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PARA-PLANNER - BELLVILLE HR Genie - Bellville Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools) Drafting of reports including cash flow, asset allocations and adding annexures... 19 days ago
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Financial Adviser BOSS Consult - Cape Town Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms Access to business coaching and client advice support Support with unlocking of equity... More than 30 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER HR Genie - Bellville Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Support... 19 days ago
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