Financial Planning Assistant

Financial Analyst Job DescriptionCA Financial Appointments is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to our clients.Key Responsibilities:Assist in the preparation of annual budgets and quarterly forecastsAnalyze...

We are seeking a skilled and ambitious candidate to join our team at Outsourced CFO as a Paraplanner.This role will provide the ideal candidate with a unique opportunity to gain practical experience in the Financial Planning industry by working alongside a Senior Financial Advisor and Assistant.Key Responsibilities:Attend client meetings to gather...

CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

Job Title: Financial Planning AssistantSagen Advisory Recruitment company is seeking a highly skilled and motivated Financial Planning Assistant to join their team in Durbanville, Cape Town.The ideal candidate will have a strong passion for growth, teamwork, and mentorship, with a focus on delivering exceptional results in a fast-paced environment.Key...

Exciting opportunity for a Senior Financial Planning Manager at CA Financial Appointments in Cape Town.We are seeking a highly skilled and experienced Financial Services Leader to join our team.Maintain the full financial function of the company.Conduct monthly reviews of financial reports and key controls within the control environment.Prepare tax returns...

Job SummaryWe are seeking a highly skilled Financial Planning Assistant to join our team at The Recruiters. As a key member of our financial planning team, you will be responsible for preparing client information and reports for financial plans, as well as extracting policy schedules for clients.Main ResponsibilitiesPreparing client information and reports...

We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at CA Financial Appointments. As a Management Accountant, you will play a critical role in ensuring the accuracy and reliability of our company's financial information. Your attention to detail and analytical skills will be essential in supporting our organisation in...

Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

Dynamic Financial Services Team Seeks Management AccountantCA Financial Appointments is seeking a proactive and confident Management Accountant to join their finance team. This exciting role sits within the shared services team for a group of entities, who are proactive and forward-thinking and who offer a flexible hybrid working model and a great working...

ParaplannerAt Rory Mackie & Associates, we are seeking a highly skilled and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planners with technical financial planning analysis, preparing client reviews, and assisting with client Wills and estates.Key Responsibilities:Draft and send...

CA Financial Appointments is seeking a highly skilled Financial Manager to join their team. This role offers an excellent opportunity for a qualified individual to utilise their skills in management reporting, budgeting and forecasting within a dynamic financial services environment.Estimated Salary: £80,000 - £100,000 per annumJob DescriptionCompany...

Job OverviewVito Solutions seeks a skilled Technical Financial Planning Assistant to provide technical and administrative financial planning support to advisors and senior management.Key ResponsibilitiesAssist in the preparation of financial plans, risk analysis, and recommendations to clients.Work with the Financial Planner to create proposal documents and...

Job Title: Wealth Management AssociateJob Summary:We are seeking a highly organized and detail-oriented Wealth Management Associate to join our team at Set Consulting. As a Wealth Management Associate, you will provide administrative support to our Wealth Managers while serving as a strategic partner.Key Responsibilities:- Prepare and collate new client...

We are seeking an experienced Financial Controller Assistant to join our team at CA Financial Appointments. As a key member of our finance team, you will be responsible for the daily financial functions of the business. If you have strong experience with SAP, are thorough and meticulous, and immediately available, we would like to hear from...

Job 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 (FP&A) function, you will play a critical role in supporting our organization's financial planning and analysis needs.Key Responsibilities:Conduct in-depth financial analysis to support...

Job Title: Financial Planning SpecialistJob Summary:The DLK Group (PTY) Ltd is seeking a highly skilled Financial Planning Specialist to support the financial planning and analysis function of the organization. The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to translate complex financial data...

Established retailer seeking a detail-oriented Management Accountant to ensure financial information accuracy and reliability. This critical role supports organisational decision-making, optimises operations, and maintains compliance with relevant laws and regulations.Key responsibilities:

At Rory Mackie & Associates, we're seeking a skilled Financial Planning Analyst to support our Wealth Managers in providing exceptional client service.The ideal candidate will assist with technical financial planning analysis, prepare client reviews, and develop financial plans and recommendations in line with company policies and procedures.Key...

We are seeking a reliable and detail-oriented Bookkeeper to join our team at CA Financial Appointments, based in the Muizenburg area. This part-time opportunity will involve working 4 hours a day, 5 days a week, with the flexibility to choose between morning or afternoon shifts.The successful candidate will be responsible for maintaining general accounting...

**Job Summary**We are seeking a skilled Financial Planning Specialist to join our team at Rory Mackie & Associates. As a Financial Planning Specialist, you will be responsible for providing expert financial advice to our high-net-worth clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct thorough financial analyses...