Financial Planner Offices Jobs in City of Cape Town

Call Centre Staffing - Newlands

Client Assistance: Assist financial planners in servicing new and existing clients, preparing documentation, application forms, and follow-ups. Ability to multitask and work under pressure in a fast-paced... R25 000

from: jobplacements.com - 7 days ago

Time Personnel - Cape Town

Assisting the financial planners in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups It is essential that the candidate...

from: jobplacements.com (+1 source) - 9 days ago

Status Staffing - Pinelands (+1 location)

Bachelor of Commerce (BCom) or equivalent tertiary qualification, along with Certified Financial Planner (CFP) and a minimum of 5+ years of relevant experience in financial planning, or alternatively,...

from: executiveplacements.com (+1 source) - 7 days ago

Code Red Recruitment - Newlands, Western Cape

My client is currently looking for a Financial Planning professional to join their growing team of Client Portfolio Managers. The role is ideal for a financial professional with 3-7 years’ working experience... 35000

from: jobslin.com - Today

Code Red Recruitment - Newlands, Western Cape

We’re looking for an administrative assistant to work as part of the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing... 25000

from: jobslin.com - More than 30 days ago

InvestOnline. - Newlands, Cape Town, Western Cape, South Africa

We are currently looking to recruit a recent finance graduate who possesses a mix of independence, passion and drive. As an investment graduate you will go through a training programme consisting of learning... Basic plus comm & incentives

from: pnet.co.za - 21 days ago

Empire HR Solutions - Claremont, Western Cape, South Africa

A well-established financial advisory firm is seeking a financial planning professional to join their growing team of Client Portfolio Managers. The role is ideal for a financial professional with 3-7...

from: pnet.co.za - 3 days ago

The Talent Experts - Bellville, Western Cape, South Africa

You will be responsible for processing new business and general administration tasks. It includes ensuring compliance with company policies, implementing client instructions for investments and insurance... Undisclosed

from: careerjunction.co.za - 21 days ago