Financial Planning Specialist
1 week ago
We are seeking a highly skilled Financial Planning Consultant to join our team at Humankind Group in Cape Town. This exciting opportunity will allow you to leverage your expertise in financial planning to drive business growth and deliver exceptional results.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, ensuring alignment with their goals and objectives.
- Build and maintain strong relationships with existing clients, providing ongoing support and guidance to meet their evolving needs.
- Identify and pursue new business opportunities, leveraging your expertise in acquiring new clients and managing existing relationships.
- Collaborate with internal stakeholders to develop and execute business strategies, driving revenue growth and expanding our client base.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and delivering best-in-class service to our clients.
- 3-5 years of experience in financial planning, with a proven track record of success.
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders.
- Tertiary qualifications: Minimum NQF Level 6 qualification.
- CPF and RE5 certifications are essential.
If you are a motivated and experienced Financial Planning Consultant looking for a new challenge, please submit your CV for consideration.
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Financial Planning Specialist
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeFinancial Planning SpecialistCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clientsConduct thorough...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeFinancial Planning Role at Cross Wealth Financial Services**Job Summary**As a Personal Finance Consultant at Cross Wealth Financial Services, you will be responsible for providing expert financial planning and guidance to clients.**Key Responsibilities:*** Develop customized financial strategies to help clients achieve their goals* Analyze financial data to...
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Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeParaplanner Job DescriptionCA Financial Appointments is seeking a skilled Paraplanner to support our Wealth Management team in Cape Town.Key Responsibilities:Record and maintain accurate client meeting minutes and deliverablesDevelop comprehensive financial plans and needs analysis in accordance with internal processesCommunicate effectively with product...
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Financial Planning Specialist
1 day ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at The Legends Agency. As a key member of our team, you will be responsible for providing comprehensive financial planning services to our clients, ensuring that their financial goals and objectives are met.Key Responsibilities:Develop and...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at The Recruitment Council. As a key member of our Wealth Management team, you will provide technical support and expertise to our Wealth Managers and clients.Key ResponsibilitiesProvide technical input to Wealth Managers on complex financial planning casesPrepare...
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Financial Planning Specialist
5 days ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at The Legends Agency. As a key member of our team, you will be responsible for providing comprehensive financial planning and technical analysis to enable our company to deliver compliant and accurate advice to clients.Key...
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Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeJob Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at The Legends Agency. As a key member of our team, you will be responsible for providing comprehensive financial planning and technical analysis to enable our company to deliver compliant and accurate advice to clients.Key...
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Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa Communicate Recruitment Full timeBudgeting and Financial ControlWe are seeking a highly skilled Financial Planning Specialist to join our team at Communicate Recruitment. The successful candidate will be responsible for budgeting and financial control, ensuring the company's financial health and stability.Key Responsibilities:Develop and implement effective budgeting and financial control...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Engage Recruit Full timeFinancial Advisors Job OpportunityWe are seeking a skilled Financial Advisor to join our team at Engage Recruit. As a Financial Advisor, you will be responsible for establishing professional relationships with clients, prospecting and closing new business, and gathering financial data to set financial objectives.Key Responsibilities:Establish professional...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Salix Recruitment Full timeKey ResponsibilitiesWe are seeking a highly skilled Financial Planning Specialist to join our team at Salix Recruitment.As a key member of our team, you will be responsible for:Evaluating financial data to inform business decisionsPreparing comprehensive financial reports to support senior business managersDeveloping and implementing strategies to minimize...
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Financial Planning and Analysis Specialist
4 weeks ago
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Financial Reporting Specialist
1 month ago
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Financial Planning Specialist
1 week ago
Cape Town, Western Cape, South Africa Salix Recruitment Full timeFinancial Planning and Analysis RoleIn this critical position at Salix Recruitment, you will play a pivotal role in enhancing financial planning and supporting senior business managers with key financial decisions. Your responsibilities will include evaluating essential financial data to improve planning, preparing comprehensive financial reports, and...
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Financial Planning Specialist
16 hours ago
Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full timeFinancial Analyst Job DescriptionThe DLK Group (PTY) Ltd is seeking a highly skilled Financial Analyst to join our team. As a key member of our financial planning and analysis function, you will play a crucial role in supporting our organization's financial goals.Key Responsibilities:Conduct in-depth financial analysis to inform budgeting, forecasting, and...
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Financial Planning Specialist
16 hours ago
Cape Town, Western Cape, South Africa Future Careers Full timeFinancial Advisor Role at Future CareersAt Future Careers, we're seeking a skilled Financial Advisor to join our team. As a key member of our organization, you'll play a vital role in helping clients achieve their financial goals.Key Responsibilities:Conduct thorough financial needs analyses to understand clients' objectives and develop customized financial...
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Financial Manager: Strategic Financial Planning
1 month ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full time**Job Summary**CA Financial Appointments is seeking a highly skilled Financial Manager to join our team. The ideal candidate will have a strong background in financial management, with a focus on management reporting and analysis.**Key Responsibilities****Expense Reporting**: Consolidate and analyze expense reports, including corporate expense reporting and...
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Financial Planning Specialist
16 hours ago
Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full timeJob Title: Financial AnalystThe DLK Group (PTY) Ltd is seeking a highly skilled Financial Analyst to join our team. As a key member of our financial planning and analysis function, you will play a critical role in supporting our organization's financial goals.Key Responsibilities:Conduct in-depth financial analysis to support budgeting, forecasting, and...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa abc Full timeFinancial Analyst Role at abcWe are seeking a highly skilled Financial Analyst to join our team at abc. As a key member of our finance department, you will be responsible for providing financial planning and analysis support to our business partners.Key Responsibilities:Support business partners in producing the annual budget and quarterly re-forecasts,...
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Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeParaplanning Role at The Legends AgencyWe are seeking a skilled Paraplanning professional to join our team at The Legends Agency. As a key member of our financial services team, you will play a crucial role in providing comprehensive report writing and technical analysis to support our advisers in delivering compliant and accurate advice to clients.Key...
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Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa abc Full timeFinancial Analyst Job DescriptionAt abc, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting business partners to produce the annual budget and quarterly re-forecasts, including commentary.Key Responsibilities:Support business partners to produce the annual budget and...