Associate Financial Planner jobs in Cape Town

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...

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...

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,...

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...

Our financial services client based in Cape Towns Southern’s suburbs is looking to hire a financial planner to source new business and manage the relationship with exiting clients.The Financial planner should be accredited by the relevant service providers and be licensed to give advice in terms of the FAIS Act and compliance regulations. In addition, the Financial planner will also contribute...

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...

Description This role offers an opportunity to build your financial advisory knowledge and assist in relationship management of our private clients through supporting a Financial Adviser. You will be able to execute certain products yourself and will be part of the broader Private Client ecosystem. You will build relationships with bankers to deliver a wholistic proposition to our clients. By...

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...

Position Description: MERCHANDISE PLANNER Jewellery has an exciting opportunity available for a Merchandise Planner for our flagship Brands. If you would like to join a leading retailer in South Africa, and you possess the following abilities, then this is the ideal position for you. Key activities include: - - Work collaboratively with the buying team to maximise sales, optimise inventory...

Overview Hire Resolve’s client in the clothing retail industry is urgently seeking the expertise of a Planner to join their team in the Cape Town, Western Cape. Responsibilities Sales forecasting Financial and strategic product management skills Develop, implement, and control all aspects of merchandise planning Collaborate with all parts of the business . distribution, store design, etc. Work...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: “To accelerate the world’s transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

A lifestyle retail brand is hiring a Merchandise Planner. You'll be the strategic mind behind the numbers, manage inventory, sales forecasting, and category planning to ensure profit and stock optimisation across all stores, nationally. You'll play a key role in seasonal planning, markdown strategy, and category performance. A key is to drive commercial success while supporting the visual...

If you've recently completed your SAICA articles, this is your opportunity to take the next step. As a Junior Associate, you'll work closely with the Audit Engagement Manager in the UK, contributing to the planning and execution of audit fieldwork. You'll play a key role in ensuring audits are completed efficiently and within deadlines, gaining hands-on experience and exposure to a dynamic client...

Overview A leading retail company situated in the Western Cape is urgently seeking the expertise of an experienced Merchandise Planner to join their team. The successful incumbent for this position will be responsible for: A game changer who can work for a retailer of the future driving sales & strategy Innovative thinker who can maximize category margin and stock efficiencies Excellent...

- - 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...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: “To accelerate the world’s transition to retail sustainability through category management that simultaneously delivers remarkable performance,...