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Financial wealth adviser jobs from the company Job placements in Cape Town (4 jobs)

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Wealth Manager

  • Job Placements
  • Cape Town
... 5 years experience as a Wealth Manager in the Financial Services Industry Bcom | Relevant ... Tertiary Education required Certified Financial Planner | CFP RE 5 Completed Proficient ...
9 days ago

CeMAP-Qualified UK Mortgage Brokers

  • Job Placements
  • Cape Town
... with FCA regulations. Assess clients financial situations and recommend suitable mortgage ... a UK mortgage broker, mortgage adviser, or financial consultant. Strong knowledge of UK ...
a day ago

Accountant (Xero)

  • Job Placements
  • Cape Town
... e-filing. Income tax calculations. Drafting financial statements. Requirements: Matric with Accounting ... Accounting software experience essential (Xero Adviser certification) MS Excel - Intermediate (Pivot ...
a month ago

Investment Client Services Consultant

  • Job Placements
  • Cape Town
... and supporting clients and independent financial advisers. The primary objective is to ... and email interactions with clients, advisers, and internal teams. Maintain meticulous ...
2 days ago

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