Financial Planner Assistant jobs in Cape Town

A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: - Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. - Minimum of 5 years of experience in...

Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands, Cape Town | Competitive Basic Salary + Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thrive. With a high-performing internal team, strong lead-generation support, and no interference...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity passionate about client serviceKnowledge of...

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...

Large Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients. Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to clients as well as structuring a tailor made...

BDO Wealth Advisers (www.bdowealth.co.za) is seeking a Financial Planner to join the BDO Financial Planning team. This role involves supporting a national client base, to be based at our regional office located in Cape Town. The position is full-time and permanent. What this position offers: - The chance to join an established national Financial Planning team and align with the firm’s policies,...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.A minimum of Matric or equivalentA minimum 12 months’ financial services experience as a Financial...

Key Responsibilities - Acquire new clients and offer investment and assurance solutions. - Conduct financial needs analyses and annual client reviews. - Provide personalised financial advice and solutions. - Build and grow a sustainable long-term client base. Requirements - BCom in Finance, Economics, or related field. - CFP designation (or currently studying towards...

Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and solution. - Build client trust by applying your expertise and experience to do good for your client. - Educate clients and potential clients on how to subscribe and service their account. - Treat clients with respect, build trust, show care and humility in all client interactions. - Help clients...

Assistant Planner Position: Assistant Planner Department : Supply Chain Location: Cape Town, Observatory Reporting to : Projects Office Manager Purpose of the Role Provide support to the demand planning team by working closely with the Demand Planner to analyse customer activity, forecast sales and stock management. KEY RESPONSIBILITIES Business Performance- Ensure effective stakeholder...

About Envestpro This role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering and sales process. Envestpro’s passion for reward and recognition allows one the...

Assistant Financial Manager A well-established four-star hotel is seeking a detail-oriented and proactive Assistant Financial Manager to support sound financial decision-making and strengthen overall financial governance. This role is integral to ensuring accurate, timely, and reliable financial information while contributing to long-term financial stability and effective strategic and...

Overview Description Hire Resolve, a leading recruitment firm, is currently seeking a skilled and motivated individual to join our team as a Credit Controller/Financial Assistant in Cape Town. As a Credit Controller/Financial Assistant, you will play a crucial role in managing the credit control processes and providing financial support to the team. This is a great opportunity to work with a...

HOTEL ASSISTANT FINANCIAL CONTROLLER, LUXURY HOTEL, CAPE TOWN Responsible for keeping the accounting and financial processes of the company up to standard and ensuring accurate financial reporting and control. Oversee the finance team to ensure financial discipline in the unit and facilitating the achievement of the desired financial results whilst adhering to Company’s financial policies and...

Nestify is a leading international property management and lettings company that is changing the face of hospitality. Whether guests or tenants need two days, two months or two-year stays, Nestify offers a unique and professional experience. As a tech-based company, and 24/7 contactless service, we're ensuring guests from all over the world get the stay they deserve. Finance Assistant Job...

Overview: We are seeking a detail-oriented and proactive Financial Assistant to join our team. The primary responsibilities of this role include reviewing and scrubbing bank statements, as well as directly communicating with clients to guide them through the funding process. The ideal candidate should have excellent organizational skills, strong communication abilities, and experience in...

Who are Kocho?Kocho recognise that technology on its own does not deliver change and offers technology adoption services alongside excellent technical consulting to enable our clients to achieve their business goals on their journey to Become Greater.The Role:This position sits as a bridge between our Transactional Accountants in South Africa, and our Cash Management Team in the UK. You will be...

Our client is a leading global FMCG brand , widely recognised for its premium products, commitment to quality, and exceptional heritage. With a strong presence across South Africa and operations in key international markets, the company continues to grow through innovation, craftsmanship, and excellence in every aspect of its business. Purpose of the Role The Junior Planner will play a key...

A Senior Assistant Financial Controller is sought for this hospitality group based in Cape Town. This role is critical in supporting the Financial Controller and General Manager in overseeing the Finance and Accounting division of the Hotels. This position ensures the accuracy, integrity, and timeliness of all financial reporting, compliance with statutory and group policies, and the...

- - Financial Planner Join a trusted, growth-focused investment advisory delivering expert financial guidance to high-net-worth clients. Newlands, Cape Town | R30,000 Basic + Excellent Commission + Bonus Incentives | 8:30am to 5:00pm About Our Client Our client is an established Independent Financial Advisory based in Newlands, specialising in both local and offshore investment planning. Their...