Financial Planning Specialist

Capture the Future with UsWe're on the hunt for a Financial Planning Specialist to revolutionize our financial reporting and planning process. As a forward-thinking financial expert, you'll be responsible for leveraging your analytical skills to predict the company's financial future and identify areas for improvement.The ideal candidate will have 5-8 years...

As a Financial Planning Specialist at PartnerUp (Pty) Ltd, you will play a critical role in supporting our Financial Planning Partners in delivering exceptional client experiences.Key Responsibilities:Data Management: Manage and maintain accurate and complete client data on our internal CRM software applications, ensuring seamless integration with our...

Job SummaryWe are looking for a dynamic Financial Planning and Reporting Manager to join our team. The successful candidate will be responsible for providing financial leadership and expertise to drive business growth and success.Main ResponsibilitiesDevelop and implement financial plans and strategies that align with business objectives.Oversee financial...

We are on the hunt for a skilled Sanlam Financial Planning Specialist to join our dynamic team at Sanlam Limited. As a vital component of our advisory services, you will work closely with clients to assess their financial needs and develop comprehensive plans to achieve their goals.Essential Skills and Qualifications:Strong foundation in financial...

Job Description:The Sanlam Group seeks a skilled Financial Planning and Analysis Specialist to join their team. The ideal candidate will possess a strong background in financial planning and analysis, with experience in reporting on business performance, risk, and regulatory compliance. They will be responsible for developing and implementing financial...

Icon Oncology is seeking an experienced Financial Planning & Analysis (FP&A) Specialist to join our finance team. The successful candidate will be responsible for overseeing financial consolidation, management accounts, and financial reporting while ensuring compliance with IFRS standards. This role requires strong analytical skills, financial modelling...

Paraplanning Expert (12-Month Contract)Overview:We are seeking a highly skilled and experienced Paraplanning Expert to join our team at Headhunters. As a Paraplanning Expert, you will be responsible for supporting our Financial Planning Partners in delivering exceptional client service.Key Responsibilities:Client Data Management:Record client data in CRM...

At Absa Bank, we are looking for a seasoned Wealth Manager to join our fast-growing team of financial professionals. As a key member of our organization, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.Fully registered with relevant financial...

Job DescriptionThe role of Senior Financial Adviser involves providing expert advice to clients on a wide range of financial products and services. This includes assessing their financial needs, creating customized financial plans, and implementing solutions that meet their goals and objectives.You will be responsible for managing a portfolio of clients,...

Job DescriptionOur ideal candidate will be responsible for managing financial ledgers, tracking revenue, and reconciling bank statements. Additionally, they will assist with Accounts Payable, invoicing, and maintaining fixed asset records.Key Responsibilities:Manage financial data to ensure accuracy and compliancePrepare monthly management accounts and...

Grow Your Career with Lonfin Wealth's Financial Advisory TeamWe seek experienced advisors to join our team in the Western Cape Region.Qualifications and Experience:Minimum 2 years of experience working in the financial services sectorRelevant training and certifications (RE5 & Class of Business)Ongoing commitment to personal and professional...

CA Financial Appointments requires a highly motivated Cloud-Based Accounting Specialist to lead our accounting operations.About the Position:Develop and implement efficient accounting processesManage client relationships and ensure complianceSupervise bookkeeping and accounting teamsPrepare and submit tax returns and financial statementsDrive business growth...

**About the Role**We are seeking a talented Operations Support Specialist to join our team. As an Operations Support Specialist, you will provide administrative support to the Investment Team, ensuring seamless model portfolio implementation and maintenance.Main Responsibilities:Model Portfolio Administration: Ensure accurate and timely administration of...

Job Description\We are seeking a Senior Internal Financial Controls Analyst to join our team. This role is ideal for a CA(SA) passionate about risk and compliance processes and controls.\About the Role\\Support the Head of Governance Risk and Controls centre.\Drive strategic initiatives to enhance compliance and awareness.\Develop and implement efficient...

Company OverviewSanlam is a leading Financial Services Institution, providing services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management.To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

Are you a finance professional looking for a new challenge?CA Financial Appointments is seeking a highly skilled CA(SA) to join our team as an Agricultural Finance Specialist.In this role, you will be responsible for overseeing the financial interests of our client's businesses in the agricultural space.Responsibilities:Develop and implement financial...

Financial Planning and Analysis: Communicate Recruitment is looking for an exceptional Head of Financial Planning to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial plans that drive business growth and profitability. You will also be responsible for conducting regular analysis of...

TP City of Cape Town, Western Cape, South AfricaHead of Financial Planning & AnalysisJob Title: Head of Financial Planning & Analysis (FP&A), TP UKISSA GroupReports To: Finance DirectorDepartment: FinanceRole Overview:The Head of Financial Planning & Analysis (FP&A) for TP UKISSA Group is a senior leadership role responsible for overseeing all financial...

About Funding BayFunding Bay is a financial intermediary based in Cape Town that connects businesses seeking funding with lenders. Our goal is to provide a simple and efficient platform for businesses of all sizes to access commercial finance.Job Title: Junior Commercial Finance SpecialistJob Type: Full-time, PermanentLocation: Cape TownJob Summary:We are...

Job DescriptionThe successful candidate will have a proven track record in financial planning and analysis, financial processing and reporting, cash flow management, risk management and internal controls, team leadership and development, strategic planning and projects, and tax planning and compliance.