Financial Planning Administrator

Dear prospective service provider, The Financial Planning Institute of Southern Africa NPC (FPI) is calling on qualifying IRBA Registered External Auditors to submit bids to provide external audit services. The external audit services will entail the auditing of FPI and its wholly owned subsidiary’s consolidated and separate annual financial statements....

Dear prospective service provider,The Financial Planning Institute of Southern Africa NPC (FPI) is calling on qualifying IRBA Registered External Auditors to submit bids to provide external audit services. The external audit services will entail the auditing of FPI and its wholly owned subsidiary's consolidated and separate annual financial statements. This...

Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...

The Financial Analyst is responsible for maintaining and improving models used for financial planning and analysis and acts as a lead in the preparation of department annual budgets.EDUCATIONMINIMUM QUALIFICATIONS BSc in Mathematics and Statistics or NQF Level 7 relevant Financial Maths qualification or CA(SA)EXPERIENCE AND KNOWLEDGEDESIRED/ PREFERRED...

About the Role:We are looking to employ a highly organized and detail-oriented Financial Planning Administrator to join our team. In this role, you will play a vital role in supporting our financial planners and ensuring the smooth administrative processes of our practice. You will be responsible for a variety of administrative tasks, with a specific focus...

Financial Planning & Performance Manager Job DescriptionA multinational retailer is seeking a Financial Planning & Performance Manager to report and analyze the group's financial performance and to assist in driving performance. The successful candidate needs to have at least 8 years experience in business performance management, business planning and...

**Our client in the Financial Industry, based in Johannesburg, is currently looking to employ a Financial Planning Partner Assistant.** **An awesome career opportunity awaits.** **Purpose of role**: The Partner Assistant is required to support the Financial Planning Partners in providing high levels of client services to our clients, as well as to the...

Our client in the Financial Industry, based in Johannesburg, is currently looking to employ a Financial Planning Partner Assistant.An awesome career opportunity awaits.Purpose of role:The Partner Assistant is required to support the Financial Planning Partners in providing high levels of client services to our clients, as well as to the Region as a whole.The...

Responsibilities: - Underwriting of existing business - Liaising with clients - Preparing quotations - Issuing and managing new policies, renewals, and endorsements - Manage premium collections - Identifying/optimising business opportunities from clients - Maintaining service level agreement deadlines - Handling client queries - Claims Management - the...

We are looking for a detail-oriented financial administrator to optimise our financial management procedures. You will be contributing to financial planning, preparing financial reports and implementing best practices in financial administration. To ensure success as a financial administrator, you should possess extensive knowledge of accounting principles...

Responsibilities: Underwriting of existing business Liaising with clients Preparing quotations Issuing and managing new policies, renewals, and endorsements Manage premium collections Identifying/optimising business opportunities from clients Maintaining service level agreement deadlines Handling client queries Claims Management the daily claims process...

NMG Benefits provides consulting, actuarial, and administration expertise in the healthcare and retirement fund environments, and this extends to financial planning for individuals. This allows NMG to provide an end-to-end solution across the whole spectrum of financial needs of employers and their employees.Our goal is to ensure that the "common contract"...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Are you an experienced Financial Planning Analyst, looking for your next career opportunity within the FMCG space? Are you looking to join a dynamic team within the East Rand area? **Job & Company Description**: Our client, a renowned client and one of the largest independent manufacturers within the FMCG industry, was established in the late 1980's. They...

Are you an experienced Financial Planning Analyst, looking for your next career opportunity within the FMCG space? Are you looking to join a dynamic team within the East Rand area?Job & Company Description:Our client, a renowned client and one of the largest independent manufacturers within the FMCG industry, was established in the late 1980's.They pride...

These jobs were popular with other job seekers Reference: NFU011079-PMA-1Calling all immediately available Financial Planning Analysts with experience in the Healthcare sector An exciting opportunity awaits you to join my client's team on a 12-month fixed-term contract. Apply now and take the next step in your career journey. Duties & Responsibilities My...

Calling all Financial Planning Analysts within the Johannesburg North area. Are you looking for your next exciting career opportunity at a multinational company within the IT and Telecommunications industry? **Job & Company Description**: Our multinational client, within the IT and Telecommunications industry, is searching for a Financial Planning Analyst...

Minimum RequirementsMatric1 – 2 Years’ experience in an administration roleIntermediate to advanced knowledge of MS Office applications, especially ExcelResponsibilitiesAdhere to ISO 9001 Quality Management SystemFacilitate file movement between Sales, Drawing Office, Electrical and Bill of MaterialsMonitor and update planning and sales dashboards for...