Current jobs related to Strategic Financial Planning Consultant - Cape Town, Western Cape - Liberty Standard Bank Group 2

  • Strategic Financial Planning Specialist

    2 months ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Become a game-changer in the world of finance as a Strategic Financial Planning Specialist at the Liberty Standard Bank Group. This role is for someone who believes in empowering individuals to achieve their financial goals.Key ResponsibilitiesAs a Strategic Financial Planning Specialist, your primary objective will be to guide clients in reaching their...

  • Strategic Financial Planning Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Planning Specialist to join our team at Network Recruitment. The successful candidate will be responsible for preparing, analyzing, and presenting monthly management accounts and financial reports.In this role, you will assist in budgeting, forecasting, and variance analysis to support business...

  • Strategic Business Expert

    3 weeks ago

    Cape Town, Western Cape, South Africa Strategic Personnel Full time

    Job Summary: We are seeking a highly skilled Strategic Business Expert to join our team at Strategic Personnel. This is a key role that requires strong business acumen, analytical skills, and excellent communication abilities.About the Role: The successful candidate will be responsible for working closely with the Product Owner on the analysis and...

  • Strategic IT Planning Consultant

    1 month ago

    Cape Town, Western Cape, South Africa DLK Group Full time

    Job DescriptionThe DLK Group continues to provide Enterprise Architecture strategic planning, innovation, and good governance support services. Ce-I follows a structured approach in order to achieve its strategic goal enablement: • Understanding the organization's strategic goals and support business architecture.• Obtaining an understanding of how our...

  • Strategic Office Portfolio Lead

    7 days ago

    Cape Town, Western Cape, South Africa Strategic Personnel Full time

    Job DescriptionWe are seeking an experienced Strategic Office Portfolio Lead to join our team at Strategic Personnel. This role is responsible for the strategic management and growth of our office portfolio, with a focus on maximizing returns and achieving business objectives.Key ResponsibilitiesPortfolio Management: Develop and implement strategies to...

  • Strategic Financial Planning and Analysis Expert

    4 weeks ago

    Cape Town, Western Cape, South Africa TFG Finance and Advisory Full time

    Job Title: Strategic Financial Planning and Analysis ExpertAbout the Role:We are seeking an experienced Strategic Financial Planning and Analysis Expert to join our Finance Centre of Excellence team at TFG Finance and Advisory.The successful candidate will be responsible for supporting the team in all areas relating to financial analysis and CFO...

  • Financial Asset Manager

    1 month ago

    Cape Town, Western Cape, South Africa Western Cape Government Full time

    OverviewThe Western Cape Government seeks a seasoned Financial Asset Manager to join our team in the Department of Public Works. SalaryWe offer a competitive salary of R per annum (Salary level 8), plus service benefits and obligations for qualifying employees, including medical assistance, housing assistance, pension-fund contributions, etc. Job...

  • Senior Financial Planning Consultant

    2 months ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time

    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...

  • Financial Planning Support Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    In this role as an Administrative Assistant - Wealth Services, you will provide strategic support to our Wealth Managers, ensuring seamless client service delivery. Your responsibilities will include managing client relationships, administering financial plans, and maintaining accurate records.Required SkillsExcellent communication and organizational...

  • Chartered Management Accountant

    1 week ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Description:We are seeking a Chartered Management Accountant to join our team as a Senior CIMA Clerk. The successful candidate will assist with monthly management reporting, financial planning and analysis, and project costing.About the Role:Assist in the preparation of the monthly management reporting packAssist with financial planning and...

  • Chartered Management Accountant

    1 month ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    An exciting opportunity is available for a Chartered Management Accountant to join CA Financial Appointments and continue their career in financial planning and analysis. The ideal candidate will have experience in managing multiple tasks in a fast-paced environment, with a strong attention to detail and excellent problem-solving...

  • Strategic Office Portfolio Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa Strategic Personnel Full time

    Job Description:About the Role:We are seeking an experienced Strategic Office Portfolio Manager to join our team at Strategic Personnel. This is a key position that requires a seasoned professional with a proven track record in office property management.Responsibilities:Fully responsible for compiling the consolidated budget for the portfolio of Office...

  • Financial Accountant with CIMA Strategic Case Study Expertise

    2 months ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a skilled Financial Accountant to join our team, ideally at the CIMA Strategic Case Study level. As a key member of our finance team, you will be responsible for assisting with monthly management reporting, financial planning and analysis, and project costing.Key Responsibilities:Assist in the preparation of the monthly...

  • Strategic Sustainability Consultant

    4 weeks ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    About the RoleAt HR Genie, we are seeking a highly skilled Strategic Sustainability Consultant to join our team. As a key member of our consulting professionals, you will work across various sectors and support short-term management consulting and longer-term project implementation assignments.Key ResponsibilitiesDefine client problems concisely and develop...

  • Strategic Financial Planning and Analysis Specialist

    1 month ago

    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Company OverviewWest Coast Personnel, a leading recruitment agency, is seeking a highly skilled Strategic Financial Planning and Analysis Specialist to join their team.SalaryThe estimated salary for this role is around R650,000 - R800,000 per annum, depending on experience.Job DescriptionWe are looking for a talented individual to provide accurate and timely...

  • Financial Services Risk Consultant

    1 week ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial Services Risk Consultant OpportunityWe are seeking a highly experienced Financial Services Risk Consultant to join our team at CA Financial Appointments. The ideal candidate will have a strong background in risk management and 8-10 years of experience in the field.Job Description:The Senior Risk Analyst will assist with risk processes, including...

  • Strategic Financial Director

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job OverviewA senior financial position is available for a skilled finance professional who can lead the finance team and drive financial planning. The ideal candidate will have experience in managing core accounting functions, improving processes, and providing insights to shape business decisions.About the RoleManage the preparation of monthly management...

  • Senior Property Financial Coordinator

    3 weeks ago

    Cape Town, Western Cape, South Africa Marvel Placement Consultant Full time

    Job OverviewWe are seeking an experienced Senior Property Financial Coordinator to join our team at Marvel Placement Consultant.

  • Financial Planning Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time

    We are seeking a skilled Financial Advisor to join our team at Liberty Standard Bank Group 2. The successful candidate will have the opportunity to work with clients to understand their financial needs, determine expenses and income levels, and provide guidance on insurance coverage, investment planning, and cash management.Key Responsibilities:Understand...

  • Strategic Financial Lead

    2 weeks ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    At Set Consulting, we are seeking a highly skilled Strategic Financial Lead to join our team in Cape Town. This is a newly created position with a highly sought-after employer of choice.The successful candidate will report to the CFO of our Retail Banking cluster and be responsible for managing and leading teams to ensure alignment of financial and business...

Strategic Financial Planning Consultant

1 month ago

Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time
Job Overview

We are seeking an experienced Graduate Financial Adviser to join our team at Liberty Standard Bank Group 2.

Compensation Package

The successful candidate can expect a salary of approximately **R450,000** per annum, depending on experience and qualifications.

Key Responsibilities
  • Contact clients to set up meetings in various environments, including office settings and client premises
  • Conduct thorough reviews of clients' financial situations, current provisions, and future goals
  • Analyse information and create tailored plans to meet individual clients' needs
  • Research the market and provide clients with valuable insights on new and existing products and services
  • Design and implement effective financial strategies
  • Assist clients in making informed decisions by providing guidance and support
  • Review and respond to clients' changing needs and financial circumstances
Requirements
  • Degree (preferable)
  • Certified credit record
  • Clear criminal record