Wed Mar 27 2024 08:30:21 GMT+0000 (Coordinated Universal Time)

financial planner cape town

Financial Planner - Western Cape

Nedbank - Cape Town, Western Cape

    Financial Planner - Western Cape Location: Nedbank Clocktower, V&A Waterfront, Cape Town. Job Family Sales and Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank. Job Responsibilities Analyse clients financ...

    1 day agoneuvoo.com
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    Financial Advisor/Trust Officer

    Hire Resolve - Cape Town, Western Cape

      Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry. As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their financial goals, develop customized financial...

      2 days agoneuvoo.com
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      Integrated Financial Manager Needed in Cape Town

      Skills Provision -

        Skills Provision is searching for an Integrated Financial Manager for a company in Cape Town, South Africa.The employing company is dedicated to developing, delivering, and managing infrastructure service solutions. The success of the organisation is dependent on helping the company to achieve its goals in flexibility, effectiveness, economy, and change. Salary and Benefits R 1,200,000 p/aCompreh...

        9 days agoneuvoo.com
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        Town and Regional Planner (Production): Municipal Human Settlement Planning

        Western Cape Government - Cape Town, Western Cape

          Minimum RequirementsiNiAn appropriate B-Degree in Urban/Town and Regional Planning or equivalent qualification.Compulsory registration with SACPLAN as a professional Town and Regional Planner on appointment.A minimum of 3-years post qualification Town and Regional Planning experience required.A valid Code B driving licence. RecommendationNone. Key Performance AreasEnsure the application of town a...

          13 days agoneuvoo.com
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          New

          MFC Learning Consultant - Regulatory Learning

          Old Mutual - Cape Town, Western Cape

            Description In this role, you will form part of the Mass Foundation Cluster which is one of the largest customer-facing business segments in Old Mutual. Our vision is to be our customers' most trusted financial partner, passionate about helping them achieve their lifetime goals. Our mission is to enable positive futures for our customers, by bridging the gap between their resources and their fina...

            7 hours agoneuvoo.com
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            Paraplanner

            CA Financial Appointments -

              Job Description My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis according to internal processesCommunicate with relevant product providers to request required informationComplete client onboarding form and the FICA verification...

              6 days agoneuvoo.com
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              Assistant Financial Accountant

              Recruitment Matters - Cape Town, Western Cape

                Our client is looking for a Assistant Financial Accountant to join their team. To ensure the accounting function is managed efficiently by ensuring reconciliations for our client's Retail business sector is managed on SAP and costs allocated to the correct general ledger expense accounts as well as managing and overseeing Finance processes such as Petty Cash, Cash to Bank, Card to Bank etc. Respo...

                16 days agoneuvoo.com
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                Senior Client Service Manager (Investments)

                Vine - Cape Town, Western Cape

                  Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates from the financial service will be considered.This is a full-time working from home role, with flexibility offered by the Company.To assist the director and financial advisors wi...

                  14 days agoneuvoo.com
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                  Paraplanner

                  Headhunters - Cape Town, Western Cape

                    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 ...

                    16 days agoneuvoo.com
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                    Merchandise Planner

                    Hire Resolve - Cape Town, Western Cape

                      Hire Resolve is partnering with a leading company in the Agriculture industry to recruit a skilled Merchandise Planner for their team in the Western Cape. The successful candidate will be responsible for driving sales and strategy, maximizing category margin and stock efficiencies, and executing key business metrics. Responsibilities Develop and implement merchandise strategies to drive sales and...

                      30+ days agoneuvoo.com
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                      Financial Planning Associate

                      RPO Recruitment - Cape Town, Western Cape

                        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 retireme...

                        30+ days agoneuvoo.com
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                        Certified Financial Advisor (Investment Specialist)

                        Curiska - Cape Town, Western Cape

                          New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prospects to introduce or position products and service offering Create interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory services to existing and prospective...

                          30+ days agoneuvoo.com
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                          Junior Planner

                          Zando - Cape Town, Western Cape

                            Zando was founded in 2012 and since then has grown exponentially to become South Africa s biggest online fashion store. Zando forms part of the Jumia Group, the leading e-commerce platform in Africa. With over 1 billion people and 500 million internet users in Africa, Jumia believes that e-commerce is making people's lives easier by helping them shop and pay for millions of products at the best p...

                            30+ days agoneuvoo.com
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                            Financial Advisor Internship

                            Sagen Advisory - Cape Town, Western Cape

                              We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your cu...

                              30+ days agoneuvoo.com
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                              Internship Opportunity for Financial Advising

                              Sagen Advisory - Cape Town, Western Cape

                                We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your cu...

                                30+ days agoneuvoo.com
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                                Financial Planners

                                Sagen Advisory - Cape Town, Western Cape

                                  We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your current c...

                                  30+ days agoneuvoo.com
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                                  Financial Advisors (Intern)

                                  Sagen Advisory - Cape Town, Western Cape

                                    We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your cu...

                                    30+ days agoneuvoo.com
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                                    Financial Advisors (Entry to Vested)

                                    Sagen Advisory - Cape Town, Western Cape

                                      We, Sagen Advisory, are recruiting several Financial Advisors for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your current c...

                                      30+ days agoneuvoo.com
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                                      Financial Advisors (Career Advisor)

                                      Sagen Advisory - Cape Town, Western Cape

                                        We, Sagen Advisory, are recruiting several Financial Advisors for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own client base or invest in your current c...

                                        30+ days agoneuvoo.com
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                                        Para-Planner/Paraplanner/New Business Assistant

                                        Sagen Advisory - Cape Town, Western Cape

                                          Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics, ambitious drive, dedicated execution excel...

                                          30+ days agoneuvoo.com
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                                          Financial Planner Constantia

                                          Sanlam - Cape Town, Western Cape

                                            Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built ...

                                            30+ days agoneuvoo.com
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                                            Financial Planner Cape Town

                                            Sanlam - Cape Town, Western Cape

                                              Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market. We re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built ...

                                              30+ days agoneuvoo.com
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                                              Executive Financial Planner (Garden Route, Western Cape)

                                              Standard Bank Group - Cape Town, Western Cape

                                                Job DescriptionTo grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.QualificationsMinimum QualificationNQF level 5 Certificate120 credits or Qual...

                                                30+ days agoneuvoo.com
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                                                Wealth Manager - Cape Town

                                                Independent Resourcing Consultancy - Cape Town, Western Cape

                                                  Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and ...

                                                  30+ days agoneuvoo.com
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