Financial Planner Jobs in Western Cape
Financial Planner | Cape Town
The Recruitment Council - CapeTown
Basic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects... R360 000 - R480 000
from: jobplacements.com - 26 days ago
CERTIFIED FINANCIAL PLANNER / LIFE INSURANCE PROFESSIONAL
Dante Personnel - Boland / Winelands
Conduct administrative tasks related to policy assessments, documentation, and transactions including liaising with policy issuance companies Collaborate with the team to develop efficient workflows and...
from: executiveplacements.com - More than 30 days ago
Operations Compliance Officer | Cape Town
The Recruitment Council - cape town, Western Cape
We are currently recruiting for a Category I Operational Compliance Officer position. Reporting to the Chief Legal and Compliance Officer, you will overall be responsible for the implementation of relevant... R500 000
from: jobplacements.com - 14 days ago
Financial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000
The Legends Agency - CapeTown
Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking organisation that is looking to bring on a talented... R500000
from: jobplacements.com - More than 30 days ago
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...
from: executiveplacements.com - More than 30 days ago
Wealth Management Associate
Conova Recruitment - Cape Town (+1 location)
Assist with the preparation and management of documentation related to financial planning and client investment strategies. Manage and organize large volumes of information, ensuring it is accurately processed... 30000 Monthly
from: jobplacements.com (+2 sources) - 21 days ago
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...
from: jobplacements.com - More than 30 days ago
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
from: mrjobs.co.za - 8 days ago
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...
from: jobplacements.com - More than 30 days ago
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...
from: jobplacements.com - More than 30 days ago
