financial planners cape town

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial P...

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial Pl...

We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description, this could be the start of an exciting and extremely profitable career with Liberty. A desire to offer professional and personal advice, grit, determination and an entreprenerial flair are just a few of the qualities we seek. Regardless of their specialization, all financial planners hav...

Vacancy DetailsEmployer:EQ-FIN Consider a career as an EQ-FIN Financial Sales ProfessionalAt EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for yourself, a...

These jobs were popular with other job seekersFinding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances.As a Financial Planner you will learn to build your prac...

These jobs were popular with other job seekersAt Liberty, we've been living our three Leadership Principles since 2020:But that was just the beginning. Success is a habit. It's following the same, proven behaviours, day in and day out, knowing that they will make us better every day as individuals, as a team and as a business. Through these habits, which lay the foundation for what we care about ...

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...

Minimum Requirements An appropriate 3-year B-degree/Advanced Diploma (NQF 7) or higher qualification as recognised by SAQA in Town Planning/Development Planning/ Development Studies/ Public Management or related field A minimum of 6 years relevant middle-management experience in a local government planning or integrated development planning or relevant working environment; A valid code B driving ...

Minimum RequirementsAn appropriate 3-year B-degree/Advanced Diploma (NQF 7) or higher qualification as recognised by SAQA in Town Planning/Development Planning/ Development Studies/ Public Management or related fieldA minimum of 6 years relevant middle-management experience in a local government planning or integrated development planning or relevant working environment;A valid code B driving lic...

Minimum RequirementsAn appropriate 3-year B-degree/Advanced Diploma (NQF 7) or higher qualification as recognised by SAQA in Town Planning/Development Planning/ Development Studies/ Public Management or related fieldA minimum of 6 years relevant middle-management experience in a local government planning or integrated development planning or relevant working environment;A valid code B driving lic...

We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description, this could be the start of an exciting and extremely profitable career with Liberty. A desire to offer professional and personal advice, grit, determination and an entreprenerial flair are just a few of the qualities we seek. Regardless of their specialization, all financial planners hav...

These jobs were popular with other job seekersDo you have an absolute desire for more? More than you have right now? Liberty provides a home for the Entrepreneur. Liberty allows you to dream as big as you may wish, not confining or restricting you in any way or form.We are avidly searching for highly entrepreneurially minded individuals and natural born go-getters who are willing to serve to succ...

These jobs were popular with other job seekersRegardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances and earning that trust requires passing rigorous exams and ho...

RE-ADVERTISEMENT: DIRECTOR: INSTITUTIONAL PLANNING - (7211) Share this job as a link in your status update to LinkedIn. Job Title RE-ADVERTISEMENT: DIRECTOR: INSTITUTIONAL PLANNING Faculty Department Cape Peninsula University of Technology -> Institutional Planning Campus/ Location Job Type Permanent Occupational Function Support / Admin Number of Positions 1 Annual Salary Package (incl. Medical ...

RE-ADVERTISEMENT: DIRECTOR: INSTITUTIONAL PLANNING - (7211) Share this job as a link in your status update to LinkedIn. Job Title RE-ADVERTISEMENT: DIRECTOR: INSTITUTIONAL PLANNING Faculty Department Cape Peninsula University of Technology -> Institutional Planning Campus/ Location Job Type Permanent Occupational Function Support / Admin Number of Positions 1 Annual Salary Package (incl. Medical ...

These jobs were popular with other job seekers Braamfontein, Bedfordview, Rosebank, Cresta and Menlyn Schlemmer & Associates Recruitment Specialists Braamfontein, Bedfordview, Rosebank, Cresta and Menlyn Schlemmer & Associates Recruitment Specialists Johannesburg / Pretoria / Durban / Cape Town Permanent Full Time Published: 6 days ago Non EE/AA Easy apply Introduction Consider a career as an EQ-...

Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk profiling via, inter alia, FinaMetrica.Discussing client needs and objectives with the Planners.Analysing, assessing and interpreting client information regarding their goals, priorities, needs and affordability.Conducting and reviewing Fi...

Director: Integrated Development Planning Cape TownAdmin and Office ManagementCape Town Western CapeDirector: Integrated Development Planning Western Cape (Cape Town CBD)Salary: All inclusive salary package of R 1162 200 per annumOverview:Managing the Integrated Development Planning Directorate and providing an integrated planning support and monitoring system within the province. This post is st...

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...

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...

Job Purpose: Weare looking for adynamic and well-spokenClient Service Consultantto join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships withinvestors and financial planners through the delivery of exceptional service experiences. Job Responsibilities: Provide client services to investors via various communication channels.Providing...

Supply Chain Assistant - x1 (Beauty & Accessories) & x1 (Baby) Listing reference: click_015962 Listing status: Under Review Apply by: 21 February 2024 Position summary Industry: FMCG & Supply Management Job category: Supply and Demand Location: Cape Town Contract: Permanent Remuneration: market related EE position: Yes Introduction Clicks is on the hunt for a Supply Chain Assistants. The purpose ...

Regional Manager, Financial Consulting, Private & Business Banking Job Overview Business Segment: Personal & Private Banking To manage a regional team of financial planners in Tygerberg, Western Cape in order to drive the provision of appropriate financial and estate planning advice to Standard Bank clients that solve for their financial needs whilst ensuring that this is done within the prescrib...

At Liberty, we've been living our three Leadership Principles since 2020: But that was just the beginning. Success is a habit. It's following the same, proven behaviours, day in and day out, knowing that they will make us better every day as individuals, as a team and as a business. Through these habits, which lay the foundation for what we care about most, we can all live our common purpose and ...