financial advisors cape town

Sagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities.Whether you're a seasoned professional or just starting your Financial Advising career, our clients provide the support and resources you need to thr...

Introduction Wealth and Risk management group with more than 22 years of experience. Description Sagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just star...

My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals. They are currently looking...

Introduction Wealth and Risk management group with more than 22 years of experience. Description Sagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just star...

These jobs were popular with other job seekersWe are seeking a highly motivated and detail-oriented Financial Manager to join our team. As a Financial Manager, you will play a pivotal role in managing all aspects of financial operations, from day-to-day transaction processing to strategic financial planning.The ideal candidate will have a solid understanding of financial principles and practices,...

These jobs were popular with other job seekersMedium sized Accounting and Consultancy firm offering a variety of services with the mission to provide effective, high-quality services and sensible advice.The firm has brought together leading professional advisors and industry experts to pull together expertise under one roof in order to provide clients with a singular point of contact for all busi...

-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -Servicing changes on existing client base -Finalising servicing quotes -Preparing summary for of pr...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

These jobs were popular with other job seekers Our client is a fully integrated energy firm, based in Cape Town, delivering renewable energy solutions to commercial and industrial clients, collaborating closely to achieve their net-zero goals and simultaneously reducing energy expenses. As a Senior Legal Advisor this role is part of the Legal Team providing primary support to the Transactions Tea...

Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...

Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios Preparation of minutes of client meetings...

Position: Financial Advisory Assistant - 3 month contractLocation: Cape TownRole Overview:We are seeking a highly motivated and organised individual to join our team on a contract basis for 3 months as a Financial Advisory Assistant. The successful candidate will provide essential support to financial advisors in delivering high-quality service to our clients. This role involves assisting with ad...

Please email to apply Salary: R1.2m - R1.5m annual CTC Our client is a fully integrated energy firm, based in Cape Town, delivering renewable energy solutions to commercial and industrial clients, collaborating closely to achieve their net-zero goals and simultaneously reducing energy expenses. As a Senior Legal Advisor this role is part of the Legal Team providing primary support to the Transact...

Currently hiring for interested and enthusiastic Old Mutual agents/ financial advisors that has prior experience in sales. The position will require you to market Old mutual products to clients and selling funeral policies. Salary : Commission based only. Requirements : Matric , Regulatory examinations ( advantageous) and previous working experience in financial services industry. If you are a Sa...

Description :Provides advanced legal support on financial planning.Conducts or participates in legislation training if required.Manages legal advisors if required. Networks with industry bodies.Assists in shaping and influencing other stakeholders/regulators.Writes financial planning circulars.Works on projects. Presents marketing talks.Conducts training sessions.Provides legal opinions/comments ...

Legal AdvisorCompetitive Salary PackageCape TownAs a Legal Advisor this role is part of the Legal Team providing primary support to the Transactions Team which is responsible for taking renewable energy projects from Preferred Bidder status to Financial Close and for the Project to be ready to start construction. The role reports into the Senior Legal Advisor, role is based in Cape Town and is pe...

Legal AdvisorCompetitive Salary PackageCape TownAs a Legal Advisor this role is part of the Legal Team providing primary support to the Transactions Team which is responsible for taking renewable energy projects from Preferred Bidder status to Financial Close and for the Project to be ready to start construction. The role reports into the Senior Legal Advisor, role is based in Cape Town and is pe...

Our Client is currently seeking a Financial Planning Associate to join their team of professionals in Cape Town. The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors' involvement is not required. You must have a full understanding of investment products, legislative requirements relating to investments and retirem...

Parvana Strategic Sourcing has established itself as a leading provider of permanent and temporary recruitment services to the South African, European and UK marketplace. In addition to this we have enjoyed considerable success in Australia and other part About the client: This forward-thinking property developer is highly successful and growing rapidly building on the principles of design excell...

The client is seeking an experienced Head of Product and Solutions, responsible for leading a team dedicated to generating shareholder value and creating attractive investment products and structured finance solutions through the development of customised financial markets and derivatives-based structured solutions. The incumbent will need financial engineering, structured finance and derivative ...

-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -Servicing changes on existing client base -Finalising servicing quotes -Preparing summary for of pr...

The client is seeking an experienced Head of Product and Solutions, responsible for leading a team dedicated to generating shareholder value and creating attractive investment products and structured finance solutions through the development of customised financial markets and derivatives-based structured solutions. The incumbent will need financial engineering, structured finance and derivative ...

These jobs were popular with other job seekersMedium sized Accounting and Consultancy firm offering a variety of services with the mission to provide effective, high-quality services and sensible advice.The firm has brought together leading professional advisors and industry experts to pull together expertise under one roof in order to provide clients with a singular point of contact for all busi...