33 Financial Planner Jobs in Western Cape - page 2
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Sanlam Financial Adviser: Cape MOB Sanlam Group - Western Cape, ZA Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy... Not specified 9 days ago
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Compliance Operations OfficerHire Resolve
Western Cape, ZA Hire Resolve is proud to partner with a reputable Financial Services Provider (FSP). Known for delivering tailored risk solutions to a diverse client base, this FSP offers an engaging and fast-paced environment... Not specified 12 days ago -
Compliance Operations OfficerHire Resolve
8001 Cape Town, South Africa Hire Resolve is proud to partner with a reputable Financial Services Provider (FSP). Known for delivering tailored risk solutions to a diverse client base, this FSP offers an engaging and fast-paced environment... R1 10 days ago -
Financial Planner Partner Assistant - George Catch - 6000 George, South Africa The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate... More than 30 days ago
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Financial Planner - Western Cape Nedbank - Cape Town, ZA Analyse clients’ financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial... More than 30 days ago
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Financial Planner (x10) Humankind Group - Woodstock, South Africa A Financial Planner to assist with financial planning and investment advise to existing clients. 3 - 5 years of financial planning experience Ideally fluent in English and Afrikaans 2 days ago
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Compliance Officer (Category 1) Yazoo Recruitment - Cape Town, Western Cape Registered FSCA Compliance Officer (CAT 1) with RE1 and formal tertiary qualification and minimum 3 years’ Compliance experience in the Financial Services Industry, required for an Asset Management Company... 14 days ago
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Financial Planner Partner Assistant (George) 20000.00 Montana Resourcing - George, Western Cape, South Africa Operations: Data discovery and fact finding; FICA and AML; Client transfer and new business transactions; monitor underwriting; arrange medicals and related documents for new business; check of commissions... 20000.00 8 days ago
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Financial Planner - join our Championship Team R10000.00 Liberty Standard Bank Group - Cape Town, Western Cape, South Africa We're on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts... R10000.00 14 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER at Competent Candidates Competent Candidates (PTY) LTD - Bellville, Western Cape, South Africa 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. Proactively... Undisclosed 2 days ago
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