Senior Financial Planning Analyst

2 weeks ago


Cape Town, South Africa Bebeefinancial Full time

Overview We are seeking an experienced Senior Financial Planning Analyst to join our team. As a key member of our financial planning department, you will be responsible for providing high‑quality financial advice and services to our clients. The ideal candidate will have strong analytical and problem‑solving skills, with the ability to interpret complex financial data and provide actionable recommendations. You will work closely with our financial advisors to ensure that our clients receive exceptional service and support. Responsibilities Prepare and present technical financial plans and recommendations to clients and stakeholders Conduct in-depth analysis of client financial information to identify areas for improvement Develop and implement strategies to optimize client financial outcomes Collaborate with internal teams to ensure seamless delivery of financial services Stay up-to-date on industry trends and regulations, and apply this knowledge to improve client outcomes Requirements Tertiary qualification in Finance or a related field Strong analytical and problem‑solving skills Excellent written and verbal communication skills Proficient in Microsoft Office Suite, specifically Excel #J-18808-Ljbffr



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