Financial Planner Conecpt Wealth
- Mossel Bay, Western Cape
Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South Afri…
Financial Planner Wealth Management jobs in Western Cape
19 jobs
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Wealth Planner - Training will be Provided
- Western Cape
Job Title: Wealth Planner Location: Bryanston, Durban, Cape Town Company: EQ-FIN We are seeking a Wealth Planner to join our team and provide comprehensive financial planning… -
Financial Advisor / Planner
I Grow Wealth Investments
- Western Cape
- R30,000-40,000 per month
Job Summary To qualify for this position, you need: Have a relevant diploma/degree (financial qualification advantageous - RE5 certification). Minimum 2 years of property sales… -
Paraplanner
- Cape Town, Western Cape
Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and … -
Paraplanner
- Cape Town, Western Cape
Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and … -
Paraplanner
- Cape Town, Western Cape
Overview: Our client, a boutique investment advisory and wealth management firm, is seeking a Paraplanner to join them at their Somerset West branch. With over R30 billion in ass… -
Paraplanner
- Cape Town, Western Cape
Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and … -
Paraplanner
- Cape Town, Western Cape
- R95,000-120,000 per year
Job Summary Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailor… -
Paraplanner
- Cape Town, Western Cape
Description BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is … -
Paraplanner
- Cape Town, Western Cape
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full tim… -
Paraplanner
- Cape Town, Western Cape
Overview: Our client, a boutique investment advisory and wealth management firm, is seeking a Paraplanner to join them at their Somerset West branch. With over R30 billion in ass… -
Paraplanner
- Somerset West, Cape Town
- R420,000-540,000 per year
A leading Wealth Management company is seeking an experienced Paraplanner with strong experience in financial planning processes, investment vehicles, and regulatory compliance to … -
Paraplanner
- Cape Town, Western Cape
Overview: Our client, a boutique investment advisory and wealth management firm, is seeking a Paraplanner to join them at their Somerset West branch. With over R30 billion in ass… -
Paraplanner
- Somerset West, Cape Town
- R15,000-20,000 per month
Job Summary A leading Wealth Management company is seeking an experienced Paraplanner with strong experience in financial planning processes, investment vehicles, and regulatory … -
Paraplanner
- Cape Town, Western Cape
- R95,000-120,000 per year
Job Summary Overview: Our client, a boutique investment advisory and wealth management firm, is seeking a Paraplanner to join them at their Somerset West branch. With over R30 … -
Financial Planning Assistant (Somerset West)
- Cape Town, Western Cape
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a r… -
Financial Advisor
AUGUST INTEGRATED SERVICES
- Cape Town, Western Cape
- R9,000-10,500 per month
Job Summary Transform Your Financial Advisory Career! Ready to elevate your expertise while being fully supported in your professional growth? August Integrated Services is seeking… -
Customer Relations Manager (CRM)
- Cape Town, Western Cape
- R15,000-24,999 per month
Our Wealth practice is seeking a Customer Relations Manager (CRM) to join our professional team. The CRM will be responsible for managing and servicing our existing client base, en… -
Customer Relations Manager (CRM)
- Cape Town, Western Cape
- R15,000 per month
Job Summary Our Wealth practice is seeking a Customer Relations Manager (CRM) to join our professional team. The CRM will be responsible for managing and servicing our existing c…