Junior Financial Planner jobs in Cape Town

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...

High end retailer in Cape Town is looking for a Junior Retail Planner to join their team Purpose of the role:Requirements:Matric Valid Drivers License Willing to travel internationally Valid Passport Bachelor's degree in Business, Supply Chain and/or Finance Must have retail experience Advanced Excel skills 3-5 Years Proven working experience as a Demand/Merchandiser Planner Interest in...

Overview As Workforce Planner Junior, you will be part of a global team that will play an integral role in ensuring the reliability and consistency of our 24-7 service through appropriate staffing and planning over short-term time periods. Supporting a large global operation with constantly changing volume, location and language needs, you will use data, scheduling and forecasting tools to...

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...

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,...

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...

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...

Key Duties & Responsibilities - Develop detailed project schedules using planning software (e.g. Microsoft Project). - Capture activity data, dependencies, and resource requirements into project schedules. - Update schedules regularly and analyse progress against baselines. - Calculate and track schedule performance metrics. - Collaborate with Project Managers to collect accurate progress...

Duties: - Full financial management and reporting function - Monthly management accounts, budgets, and forecasts - Preparation and review of statutory financial statements - Cash flow management and working capital optimisation - Oversight of audits and liaising with external auditors - Strong involvement in operational and commercial decision-making - Implementing and improving financial...

Job Description: As the Junior Financial Manager, your duties include the following: Work alongside the Financial Director across the full finance function Assist with month-end, reporting, reconciliations and management accounts Analyst financial data, highlight trends and help drive cost efficiencies Support audits, compliance and internal financial controls Get exposure to product costing,...

Junior Financial Officer - SAIPA preferred Our client is hiring a detail-driven Junior Financial Officer to join their team based in Somerset West. This position will support day-to-day finance operations and a fast, reliable month-end close. This role suits someone with a strong accounting foundation who enjoys clean reconciliations, accurate billing, and tightening controls. Salary: R20 000-...

Job Description Permanent opportunity available for a Business Systems Analyst with a passion for the technical aspects of Business Analysis, especially with a focus on systems with SA’s prominent financial services group in Cape Town. Based in Cape Town, this Junior to Intermediate Business Systems Analyst opportunity offers between R400K and R440K. THE COMPANY This prominent financial...

Overview Hire Resolve’s client is a leading financial services and wealth management firm specializing in risk management and actuarial consulting. They are seeking a Junior Actuarial Analyst with 2 years of experience to join the team in Cape Town. Responsibilities: Support the actuarial team in developing and maintaining models. Analyze data for accuracy and reliability. Assist in financial...

- - 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...

Our client in the High-End Retail Industry is looking for a Junior Planner to join their team. This position is required to work closely with the Retail planner and Merchandiser to analyse customer activity, forecast sales, select forward-trending merchandise and replenish stores optimally to maximise trading opportunities and minimise stock holdings in store. Requirements:Relevant...