financial planners cape town

About the client: This forward-thinking property developer is highly successful and growing rapidly building on the principles of design excellence, sustainability, and community enrichment, their developments boast beautiful and intuitively designed apartments situated in thriving neighbourhoods. Joining this dynamic company will provide you with the opportunity to take your career to the next l...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-beingDuties and Responsibilities:Preparation of Records of Advic...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being Duties and Responsibilities: Preparation of Records of Adv...

We are currently looking for a Senior DevOps Engineer to join a company based in Rondebosch. The company is an International Leader in providing cloud-based solutions to high-end Legal and Financial firms, helping these firms to do more with less effort. They have a culture of creative problem-solving, transparency and autonomy, and offer free access to dieticians, financial planners, and psychol...

We are currently looking for a Senior DevOps Engineer to join a company based in Rondebosch. The company is an International Leader in providing cloud-based solutions to high-end Legal and Financial firms, helping these firms to do more with less effort. They have a culture of creative problem-solving, transparency and autonomy, and offer free access to dieticians, financial planners, and psychol...

Role Purpose Our client, a leader in the Wealth & Risk Sector is looking for an accomplished sales manager who will manage and supervise the FAIS requirements of their national financial planner distributionWithin this context, the role of supervisor is intent on guiding, enabling, developing and overseeing activities of financial advisers with the necessary due care,skill and diligence. Ultimate...

Division : TZSA - OPERATIONS Job Location : TGSA HO-Belleville Direct staff reporting : 8. Total Team Staff Complement : 9. Job Description: Responsible for managing maintenance activities of the Company-Owned Distributor Sites as well as Customer Site Installations. Health, Safety, environment, and quality: To effectively manage and minimise the risk associated with Company-owned facilities at D...

Division : TZSA - OPERATIONS Job Location : TGSA HO-Belleville Direct staff reporting : 8. Total Team Staff Complement : 9. Job Description: Responsible for managing maintenance activities of the Company-Owned Distributor Sites as well as Customer Site Installations. Health, Safety, environment, and quality: To effectively manage and minimise the risk associated with Company-owned facilities at D...

Purpose of the role:The purpose of the Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies, and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client's investment objectives and/or changes in market conditions. Key Outputs:Client attracti...

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...

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 te...

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...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner , based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being Duties and Responsibilities : Preparation of Records of A...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner , based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being Duties and Responsibilities : Preparation of Records of 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...

Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in 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 career, our clients provide the support and resources you need to thrive in the wealth management industry...

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 ...

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...

Description Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA.A wonderful career opportunity awaits you.Requirements:Relevant i...

Description Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity awaits you. Requirements: Releva...

Description Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA.A wonderful career opportunity awaits you. Requirements:Relevant ...

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...