Strategic Financial Planning Specialist

2 weeks 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 Responsibilities

As a Strategic Financial Planning Specialist, your primary objective will be to guide clients in reaching their financial objectives. This involves meeting with clients to discuss their financial needs, recommending investments, and providing expert analysis of financial data. Effectively communicating complex financial information to clients is crucial in building trust and delivering exceptional service.

Requirements

  • Must reside in the Western Cape
  • Matric certificate is essential
  • Tertiary education in finance, entrepreneurship, law, commerce, or marketing is preferable
  • Drivers' license and own vehicle
  • Clear criminal and credit record


  • Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full time

    The DLK Group (PTY) Ltd is seeking a highly skilled Strategic Financial Planning Specialist to support the financial planning and analysis function. The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to translate complex financial data into actionable insights.Key Responsibilities:Conduct in-depth...


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

    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,...


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

    **Job Title:** Financial Planning and Analysis Specialist**Job Summary:** We are seeking a highly skilled Financial Planning and Analysis Specialist 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 related to financial analysis and CFO...


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

    About the RoleWest Coast Personnel is seeking a Strategic Financial Planning and Reporting Specialist to join our team. This role will be responsible for providing accurate and timely financial information to enable informed business decisions and drive operational efficiency.The ideal candidate will possess strong accounting and financial reporting skills,...


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

    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...


  • Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full time

    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...


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

    Financial Planning and Analysis SpecialistOversee the monthly and annual financial reporting processes.Prepare and analyze budgets, forecasts, and financial plans.Drive cost-saving initiatives and identify opportunities for financial improvement.Ensure compliance with tax, legal, and regulatory requirements.Provide guidance on financial matters and develop...


  • Cape Town, Western Cape, South Africa EDF Renewables Full time

    Job Summary: We are seeking a highly skilled Strategic Financial Planning Expert to join our team at EDF Renewables. This is an exciting opportunity for a seasoned financial professional to drive business growth and strategic decision-making.Key Responsibilities:Collaborate with senior management to develop and implement strategic financial plans that align...


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

    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...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    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...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    We are seeking a highly skilled Chief Financial Planning Specialist to join our team at Communicate Recruitment. This role is ideal for individuals with a strong background in financial management and a passion for strategic planning.The estimated salary for this position is around R850,000 - R1,100,000 per annum, depending on experience and...


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

    An exciting opportunity has emerged for a strategic CFO to join CA Financial Appointments in Cape Town. The ideal individual will be a dynamic executive who can develop and implement financial strategies while managing relationships across a diverse client portfolio of multinational companies and SMMEs.Key Responsibilities:Financial Strategy Development and...


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

    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...


  • 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...


  • Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full time

    Key ResponsibilitiesThe successful candidate will play a pivotal role in supporting the financial planning and analysis (FP&A) function of the DLK Group (PTY) Ltd. This will involve conducting in-depth financial analysis to support budgeting, forecasting, and financial modeling. The ideal candidate will possess a strong analytical mindset, excellent...


  • Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full time

    Job Title: Financial SpecialistJob SummaryThe DLK Group (PTY) Ltd is seeking a highly skilled Financial Specialist to join our team. In this role, you will provide expert financial analysis and strategic planning to enhance the organization\'s financial performance. Key Responsibilities:Conduct thorough financial analysis to support strategic...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    **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...


  • Cape Town, Western Cape, South Africa Investec Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Investec.About the RoleThis is a challenging and rewarding opportunity for an experienced financial advisor to provide expert advice on long-term insurance products to our high net worth clients.You will be responsible for conducting in-depth analysis of clients'...

  • Financial Director

    3 weeks ago


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

    CA Financial Appointments is seeking a seasoned Financial Director to drive strategic growth and leadership within our organization.About the OpportunityAn exciting strategic leadership opportunity has emerged in the logistics industry based in Cape Town. The ideal candidate will be a dynamic executive who can develop and implement financial strategies while...


  • Cape Town, Western Cape, South Africa Ogilvy Full time

    About Ogilvy Cape Town:Ogilvy Cape Town is a leading global marketing and communications agency renowned for its innovative and impactful campaigns. With a rich history of creativity and strategic thinking, Ogilvy Cape Town prides itself on delivering exceptional results for clients across various industries.Job Overview:We are seeking a highly skilled and...