Financial Planner

4 weeks ago


Cape Town, South Africa Finovate Full time

Our client is looking to recruit a **Financial Planner & Analyst** to join their team** remotely** from **South Africa** as soon as possible.

About the company: Our client is a **hospitality group** of independent craft breweries, food markets, and food and beverage concepts. They produce beer at four sites in **London, United Kingdom,** as well as, most recently, opening up **Austria's** first street food market.

This growth means they are now expanding the team and require a full-time **Financial Planner & Analyst **that will help drive the financial performance of the businesses whilst supporting strategic decision-making. The role will provide someone with the opportunity to get involved in a fast-moving, ambitious company with exciting growth prospects.

**Purpose**:
They are seeking a proactive and detail-oriented **Financial Planner & Analyst** expert to take ownership of critical financial functions including budgets, forecasts, and KPI analysis. In this role, you'll play a pivotal part in assessing key variances, developing insightful reports, and providing strategic recommendations to senior management.

**Duties**:

- Conduct in-depth financial analysis to support strategic initiatives, investment decisions and business case evaluations
- Assess the financial viability of new sites/projects, evaluate potential risks and opportunities, and provide recommendations to drive growth
- Develop and maintain bespoke, sophisticated financial models to support long-term strategic planning, sensitivity analysis, and scenario planning (including pricing and profitability)
- Collaborate with other departments to understand and build a solution to their goals, challenges, and financial requirements
- Own and manage several 3-5 year business plans/financial models for multi-entity/currency group
- Extracting/compiling relevant data to devise detailed cash forecast (4-52 week)
- BAU Reporting and Analysis (not limited to): Product blend analysis/variance, Loss/gain analysis, Pricing analysis, COS analysis
- Analyze and manage weekly suite of flash reports (to include but not limited to):

- Sales Charts
- Cash movements
- Consolidating GP/COG performance
- Consolidating some staff salary performance as %
- Churn/staff turnover
- Sales per employee (or similar)
- No of transactions / spend per bar transaction.
- Assist with non-finance staff development:

- Understanding budgeting/analysis
- Understanding of policies
- Training of reading reports
- Derive KPIs
- Finance policies (expenses policy, overseas etc.)
- Assist the wider finance team
- Other ad hoc tasks as instructed and/or due to changing requirements of the business.

**Experience (**Essential)**:
***
- Strong working knowledge and experience of accounting system(s), BI and consolidation tools.
- Strong Excel skills - Intermediate to Advanced (will be tested before hire)
- Dealing with stakeholders at senior and board level.
- Ability to impact and influence change at a senior level.
- 5+ years’ experience in a similar role.
- Experience of working within a fast-paced SME business and/or business with multi sites.
- Interest within hospitality, food and beverages and/or retail industries.

**Desirable**:
***
- Working knowledge and experience using Xero
- Understanding of UK VAT and PAYE/payroll.

The position **fully remote** (working remotely from South Africa for an international company)

**Location**: South African based

**Salary**: R40 000-R50 000 CTC per month.

**Starting date**: As soon as possible.


  • Financial Planner

    2 weeks ago


    Cape Town, South Africa Growmatter Financial Planning Full time

    Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further! We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...

  • Financial Planner

    2 weeks ago


    Cape Town, South Africa Unique Personnel Full time

    Job Title - Financial Planner - Job Number - 73065 - Skills - communication,Networking,Sales - Industry - Financial Planner - City - Cape Town - Job Description - Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk...


  • Cape Town, South Africa Growmatter Financial Planning Full time

    Our reputable company is seeking a skilled individual who is eager to grow and take on more clients and more responsibility within our practice. There are long term opportunities and with right skills, aptitude and vision there is a lot more on offer. You would need to be drawn to and excited about the prospect of being a business partner rather than...


  • Cape Town, Western Cape, South Africa Envestpro Full time

    About EnvestproThis 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...

  • Financial Planner

    3 weeks ago


    Cape Town, South Africa Blusky Wealth PTY LTD Full time

    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...

  • Financial Planner

    1 week ago


    Cape Town, South Africa Infinitum Finiancial Solutions an Old Mutual Franchise Full time

    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...


  • Cape Town, South Africa The Recruiters Full time

    Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main...

  • Financial Planner

    2 weeks ago


    Cape Town, Western Cape, South Africa Finovate Full time

    Our client is looking to recruit a Financial Planner & Analyst to join their team remotely from South Africa as soon as possible.About the company: Our client is a hospitality group of independent craft breweries, food markets, and food and beverage concepts. They produce beer at four sites in London, United Kingdom, as well as, most recently, opening up...

  • Financial Planners

    4 weeks ago


    Cape Town, South Africa Sagen Advisory Full time

    We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...

  • Financial Planner

    2 weeks ago


    Cape Town, Western Cape, South Africa Infinitum Finiancial Solutions an Old Mutual Franchise Full time

    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 clientsKey responsibilities:Provide financial planning advice to clients as...

  • Financial planner

    3 hours ago


    Cape Town, South Africa Talent Scout Full time

    We are currently recruiting Financial Planners (Cape Town, JHB, Pretoria) Below is some additional information on the role. What we're looking for:1. The right attitude:1. Client-centric2. Strong work ethic3. Open to continuous learning2. Knowledge:1. Firm understanding of personal finance & investing2. Minimum regulatory requirements (RE exams etc.) - CFP...

  • Financial Planners

    4 weeks ago


    Cape Town, South Africa Sagen Advisory Full time

    We, Sagen Advisory, are recruiting several **Financial Planners** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either build...

  • Para-planner

    1 week ago


    Cape Town, South Africa Perfect Placement Recruitment Full time

    **Position**: Para Planner **Location**:George **Salary**:Market-related depending on qualifications and experience **Closing date**:End March 2024 Our client is seeking a talented and motivated Para Planner to join their team. The Para Planner will work closely with their financial advisor to deliver exceptional support services to their clients. This...

  • Financial Planners

    1 week ago


    Cape Town, South Africa Sagen Advisory Full time

    We, Sagen Advisory, are recruiting several **Financial Planners** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either build...

  • Financial Planners

    2 weeks ago


    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...

  • Financial Advisor

    2 weeks ago


    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Cape Town, South Africa | Posted on 04/02/2024 Origin Financial is one of the biggest IFA's in theSouth African market. We specialise in customized solutions and advice,tailored to each individual client's financial life cycle.We present a significant opportunity for experiencedfinancial advisors to grow and secure their financial practice in ourorganization...


  • Cape Town, South Africa Future Careers Full time

    **General**: **Job Title** - Senior Financial Planner**Job Category** - Insurance**Location** - Western Cape**Employment Type** - Permanent**Area** - Cape Town**Bee status** - Include All**Salary** - Market Related**Min Salary** - Not Set**Max Salary** - Not Set**Expiry Date** - 30th June 2024**Deadline Date** - 30th June 2024**Experience** - Experience...


  • Cape Town, Western Cape, South Africa GCSRecruit Full time

    Our client is seeking a Senior Financial Plannerfor there Sanlam franchise based in Century City Cape Town.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Undertake the procurement of sustainable business of a high...

  • Investment Planner

    1 week ago


    Cape Town, South Africa Arivu Recruitment and Consulting Full time

    Location: Newlands, Cape Town, Western Cape Remuneration: R25 000.00 basic + commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice....


  • Cape Town, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...