25 Financial Planner Jobs in Western Cape - page 2
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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 30 days ago
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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 15 days ago
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Senior Financial Planner (Client Portfolio Manager) R30k - R50k per month (depending on experience + b Africa Sourcing Solutions Pty Ltd - Newlands, Cape Town, Western Cape, South Africa Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred Continuously learn about markets, tax regulations and different investment vehicles... R30k - R50k per month (depending on experience + b 14 days ago
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Sanlam Financial Adviser: Firebird Group (WC) Sanlam Group - Western Cape, ZA The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake... Not specified More than 30 days ago
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Senior Wealth Manager - Belville R35k - R43k per month (All Inclusive) Trinergy Business Solutions (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... R35k - R43k per month (All Inclusive) Yesterday
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Paraplanner - Financial Planning - Somerset West Atomos Financial Planning Limited - Somerset West, Western Cape, GB We are UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission... 5 days ago
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Salaried Financial Planner 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... Undisclosed 16 days ago
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Client Administrator - Financial Planning - Somerset West, Cape Town Atomos Financial Planning Limited - Somerset West, Western Cape, GB We are UK company looking to grow more client support in South Africa to add support to our busy teams. You have a grounding in Financial Planning administration, attention to detail and love delivering... 5 days ago
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Paraplanner - UK Financial Planning Support | Somerset West R30,000 - R45,000 ZAQ Agency - Somerset West, Western Cape, South Africa Our client is an established UK-based wealth and financial planning firm expanding into South Africa by building a support team in Somerset West. This role is a key part of their pilot project, supporting... R30,000 - R45,000 5 days ago
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SENIOR FINANCIAL ADVISOR 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. Support... Undisclosed 2 days ago
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