Financial Planning Consultant

Financial 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...

Financial 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...

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 SummaryWe are seeking a highly skilled and experienced Senior Financial Planning Consultant to join our team at The Recruitment Council.

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...

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...

Job SummaryAt Liberty Standard Bank Group 2, we are seeking a skilled Senior Financial Planning Consultant to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial assessments...

About Old MutualAt Old Mutual, we are passionate about creating opportunities for our customers to achieve their lifetime goals. We believe in the African opportunity and our diverse talent reflects this.Role OverviewThe role of a Professional Financial Planning Consultant at Old Mutual involves championing our valued customers to achieve their financial...

Financial Planning Consultant OpportunityWe 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...

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...

Financial Planning Consultant OpportunityAt Humankind Group, we are seeking an experienced Financial Planning Consultant to join our team. This exciting opportunity allows the successful candidate to utilize their skills and expertise in financial planning to drive business growth.Key Responsibilities:• Develop and implement effective financial planning...

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...

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...

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 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...

{"title": "Financial Planning Assistant", "content": "Job SummarySagen Advisory Recruitment is seeking a highly skilled Financial Planning Assistant to join their team in Durbanville, Cape Town. As a key member of the team, you will be responsible for providing exceptional support to financial advisors and contributing to the growth and success of the...

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...

Financial AccountantOur client, a leading consulting firm, seeks a skilled Financial Accountant to oversee financial matters and general office administration. Key responsibilities include bookkeeping, financial reporting, and managing cash flow projections. The ideal candidate will excel in planning, organization, and teamwork.Key Responsibilities:Prepare...

Snr Financial Advisor - Cape TownSet Consulting is seeking a driven and experienced Financial Services professional to join our team in Cape Town. As a pivotal role, you will be responsible for acquiring new clients and managing a Wealth portfolio in the Western Cape.Main Responsibilities:Develop and execute a business strategy to generate new business and...

Job Title: Para-Planner/Paraplanner/New Business AssistantSagen Advisory Recruitment is seeking a dynamic and experienced Para-Planner to join their team in Durbanville, Cape Town. As a key member of the financial advisory and consultancy company, you will be responsible for providing exceptional support to advisors and contributing to the growth of the...