Financial Planner Assistant jobs in Cape Town

Overview 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 achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on...

Junior Financial Planner required in Cape Town. Are you a BCom graduate eager to build a successful career in the insurance industry? Our client in Claremont is looking for a bright, motivated graduate to join their team as a Junior Financial Planner. No prior industry experience is required; you will receive full training and ongoing development to help you grow into the role. Fluency in...

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...

A leading firm in financial advisory seeks an Experienced Financial Planner in Cape Town. The role involves client consultation, developing tailored financial strategies, managing investments, and ensuring compliance with regulations. Ideal candidates hold a Bachelor's degree in a relevant field, possess certifications like CFP or CFA, and have at least 5 years of experience in financial...

A reputable investment firm is seeking a Client Portfolio Manager / Financial Planner based in Newlands, Cape Town. The role involves working within a professional team, meeting prospective clients, and managing significant portfolios. Candidates should hold a Bcom (Finance) and be fluent in both English and Afrikaans. This position is ideal for recent graduates or paraplanners looking to advance...

A financial consultancy in Cape Town is seeking a Financial Planner with strong sales ability and a proven track record in client acquisition. The successful candidate will focus on selling financial products, providing advice, and building long-term client relationships. The role requires a BCom in Economics, CFP® designation, and relevant financial planning experience. Ideal for someone who can...

Articled Financial Planner Internship 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. Duties & Responsibilities A recent professional profile photo is to accompany...

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...

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...

Articled Financial Planner Internship 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. Duties & Responsibilities A recent professional profile photo is to accompany...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....

A recruitment agency is seeking a motivated Junior Financial Planner in Cape Town. This role is perfect for BCom graduates eager to launch a career in insurance. Candidates must be fluent in English and Afrikaans, with an interest in developing professionally. The position offers comprehensive training, administrative responsibilities, and opportunities for career advancement within a supportive...

A leading investment advisory firm in Cape Town seeks an experienced Financial Planner to provide tailored financial advice and exceptional client service. You will work closely with high-net-worth clients, creating investment strategies and holistic financial plans, including tax and estate advice. The ideal candidate has 3-5 years of experience in financial planning, relevant tertiary...

Recruiter HR Genie Job Ref D 2603 FIN Date posted Sunday, January 11, 2026 Location Cape Town, South Africa Salary Market related Overview Helping clients navigate complex financial landscapes and make informed financial decisions. Position Info A well known company within the financial sector is looking for an Experienced Financial Planner: Qualification and experience -...

SUMMARY My client is recruiting a Financial Planner with strong sales ability and a proven track record in client acquisition and financial advisory. The role focuses on selling financial products, providing advice, and building long-term client relationships. POSITION INFO Key Responsibilities - Acquire new clients and offer investment and assurance solutions. - Conduct financial needs...

Overview A well established, reputable and growing investment firm based in Newlands is seeking aClient Portfolio Manager / Financial Planner. Duties: Work as part of a professional team of 12 people, Office based in Newlands Meet with prospective clients (v... Requirements - Graduate from University with Bcom (Finance) - Just out of uni or para planner would also be considered - 1 or 2 years...

About the job Financial Planner & Analyst - Gardens, Cape Town - Salary R45 000 to R50 000 Are you a numbers-driven thinker with a sharp eye for data and a passion for turning insights into impact? Were working with a fast-paced, forward-thinking organisation that is looking to bring on a talented Financial Planner & Analyst to join their dynamic finance function. This is an excellent...

Overview The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds...

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...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert 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....