Certified Financial Planner Jobs in Western Cape

These jobs were popular with other job seekers Reference: PC001616-RC-1Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. Duties & Responsibilities A recent professional profile photo is to accompa...

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...

Are you ready to join an award-winning brokerage where you can pave your future as a Financial Advisor? Is this you? You are an experienced Financial Advisor with a passion for creating personalized financial plans tailored to clients' needs and goals and you are ready to take the next step in your career. What you'll be doing (and why you'll enjoy it) As a Financial Advisor, you'll have the oppo...

Job Title: Paraplanner Location: Rondebosch We are aiding the search for a qualified and experienced Paraplanner to join the "Personal Trust" team in Rondebosch. The Paraplanner will work closely with their financial advisors to provide comprehensive support in preparing and implementing financial plans for their clients. Responsibilities: 1. Conduct research on investment products, financial mar...

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 seekersAre you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?Is this you?You're a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you're committed to delivering excepti...

Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC SALARY :...

Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC SALARY :...

Job Title: Paraplanner Location: Rondebosch We are aiding the search for a qualified and experienced Paraplanner to join the "Personal Trust" team in Rondebosch. The Paraplanner will work closely with their financial advisors to provide comprehensive support in preparing and implementing financial plans for their clients. Responsibilities: 1. Conduct research on investment products, financial mar...

Reference: PC001616-RC-1 Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth ...

Reference: PC001616-RC-1 Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth ...

RETIREMENT FUND CONSULTANT - BELLVILLE- CAPE TOWN Finance/Accounting Cape Town - Western Cape RETIREMENT FUND CONSULTANT MAIN PURPOSE OF ROLE: As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means of education and benefit counselling to members, Pensioners and Human Resource Business Partners whilst fostering relationships in compliance with the FSCA...

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 ...

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...

WHAT AN OPPORTUNITY BASED IN EITHER CAPE TOWN, JOHANNESBURG OR KZN!!!! A major independent financial planning Company is seeking a Financial Advisor to assist clients in creating comprehensive financial plans tailored to their specific needs and goals. They are looking to appoint someone with years of experience in a financial advisory role. The potential candidate should meet the following requi...

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...

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...

Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve them. This include...

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...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial ...

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...

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...

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...

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...