Financial Planner Assistant jobs in Parow

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...

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...

Key Responsibilities JOB DESCRIPTION - Work closely with the buying team to maximise sales, analyse performance & optimise product stock levels - Understanding and interpreting business trends in terms of the Jet Home target market - Analysis of merchandise performance and relevant outcomes proposed - Product strategy effectively communicated, presented, and implemented - Financial and strategic...

Job ID:17769Position Type:Full-TimeJob Function:PlanningWorkplace Type:Head OfficeDivision:MarkhamProvince:Western CapeLocation:Cape Town NorthSuburb:Parow (Parow)Position Description:PlannerCape Town** Permanent The opportunity:Be inspired to work for the leading men’s Fashion Brand in SA! Markham always attracts talented people who are youthful, confident, current and connected, and most...

An excellent opportunity for a skilled finance professional to support the financial health and long-term stability of a dynamic hospitality environment. This role suits a detail driven, analytical individual who enjoys structure, accuracy and ensuring strong financial governance. What You'll Do - Prepare and analyse monthly management reports. - Monitor daily financial transactions for...

IGrow Wealth Investments Group of Companies, proudly positioned as South Africa's #1 Investment company, is seeking a detail-oriented and reliable Finance Assistant with proven trust accounting experience to join the finance team of our well-established attorney firm in Durbanville, Cape Town . We are seeking a detail-oriented and reliable Finance/Legal Assistant to support our conveyancing team...

Marite Property Administrators Burgundy require the services of a Finance Administrator within our Residential Property Management Agency: Qualifications for the position are not a requirement however knowledge of Pastel software would be a great advantage. The job entails but is not limited to: - Monthly recon of sectional title scheme books - Loading of all monthly levies - Issuing of monthly...

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...

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,...

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...

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...

Purpose of the Job:The purpose of the Planner role is to develop and execute a product strategy, in conjunction with the Buyer and Departmental Management, to ensure increased sales, improved margins and optimal inventory levels. The role formulates and manages the quantitative aspects of product procurement from budget to execution stage. The Planner role further identifies out of line...

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...

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...

- - 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...

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...

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...