wealth planner jobs in Cape Town

An established industry player is seeking a skilled Wealth Manager to join their dynamic team. In this pivotal role, you will provide comprehensive financial planning guidance, ensuring clients achieve their financial goals while adhering to ethical standards and regulatory compliance. You will manage and grow a diverse client base, delivering expert advice on investment strategies, retirement...

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...

REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...

EQ-FIN Bryanston - Wealth Planner Full Training Provided (Follow a comprehensive, entrepreneurial, management as well as leadership curriculum) - Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) - Type: Permanent - Hours: Full Time - Published: 3 days ago - Unlimited Earning Potential - Rewards and Incentives - EE/AA, Non EE/AA Introduction Are you looking...

Bring your possibility to life! Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus V&A Waterfront Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Others...

Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose We’re seeking a dynamic Wealth Manager to...

Wealth Administrator My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth Managers to providers for...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and...

Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on...

A established reputable firm requires an Assistant to the Wealth Manager. Responsibilities DUTIES: Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers. Assisting the financial planners in servicing clients. Requirements - Grade 12 essential - Industry experience is essential. Candidates with no industry experience will...

EQ-FIN Bryanston - Wealth Planner Location: Bryanston (Gauteng), Westville (KwaZulu Natal), Century City (Western Cape) Type: Permanent, Full Time Published: 10 hours ago Unlimited Earning Potential: Rewards and Incentives Introduction Are you looking for a career change or a new opportunity? This is a unique and rewarding career for individuals who are prepared to work hard and commit to a...

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...

Wealth Administrator My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth Managers to providers for...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

REQUIREMENTS - A completed BCom degree (Finance/Business/Insurance/Risk advantageous) - Genuine interest in developing a long-term career in the investment industry - Fluent in English and Afrikaans (both essential) - Detail-oriented, organised, and eager to learn - Confident communicator with a professional attitude - Able to work in-office in Claremont Monday to Friday - Full training provided...

Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To build and maintain professional business...

Overview A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients. Key Responsibilities - Develop a portfolio of high-net-worth clients through networking and...

Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm. This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel. The successful candidate will align...

Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers. This role is integral in aligning practices with the company''s internal...