8 Financial Planner Offices Jobs in City of Cape Town
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Administrative Assistant 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 7 days ago
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Wealth Administrative Assistant 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... 9 days ago
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Certified Financial Planner (CFP) Status Staffing - Pinelands 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,... 7 days ago
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Finacial Planner - Newlands 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 Today
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Weath Administrative Assistant 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 More than 30 days ago
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Graduate Investment Planner Basic plus comm & incentives 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 21 days ago
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Salaried Financial Planner (Client Portfolio Manager) 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... 3 days ago
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Wealth Manager Assistant 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 21 days ago
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