24 Financial Planner Jobs in Western Cape
-
FINANCIAL PLANNER - BELLVILLE HR Genie - Bellville Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. Identify the clients capital... 15 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... 14 days ago
-
Wealth Manager Gap Consulting - Cape Town Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services Industry (Only suitable candidates will be shortlisted and contacted within 14 days)Â Contactable references and... 25 000 Monthly 17 days ago
-
SENIOR 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... 15 days ago
- Forum: Start a Discussion Join
-
Certified Financial Planner (CFP) Exceed HR and Recruitment - Stellenbosch, Western Cape Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client. Dealing with script transfers, personal share portfolios... 13 days ago
-
Financial Planner Cross Wealth Financial Services - Cape Town, Western Cape The Personal Financial Advisor will be responsible for providing financial planning, personal towards their financial goals. 24 days ago
-
Financial Planner Surex - Cape Town, Western Cape Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed... More than 30 days ago
-
Salaried Financial Planner Market-related The Talent Experts - Bellville, Western Cape, South Africa You've gained experience as a Financial Planner with a focus on investments but you don't enjoy the cold calling/selling and would much rather focus on managing relationships and servicing clients, here's... Market-related 3 days ago
-
Sanlam Short-term Insurance Adviser: Cape Town Sanlam Group - Western Cape, ZA The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements... Not specified 18 days ago
-
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 21 days ago
Top locations