Financial Planning Assistant

4 weeks ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
Job Title: Financial Planning Assistant

The Recruitment Council is seeking a skilled Financial Planning Assistant to support our team of financial planners. The ideal candidate will have a strong background in finance and be able to assist with administrative tasks, research, and financial analysis.

Key Responsibilities:

  • Conducting administrative tasks, including answering calls, replying to emails, and scheduling appointments
  • Assisting financial planners with research and financial analysis
  • Preparing financial reports and projections for clients
  • Supporting client interactions and providing recommendations

Requirements:

  • Matric certificate
  • Bachelor's degree in finance or a related field
  • Completed Certified Financial Planning (CFP) certification

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Position Overview:The Recruitment Council is seeking a detail-oriented Paraplanning Support Specialist to support and assist financial planners in their daily activities. As a finance expert, the primary role of the Paraplanning Support Specialist will be to enhance the effectiveness of financial planners by managing essential background tasks. This support...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a skilled Paraplanner to contribute to the growth and success of our financial planning team. As a key member of our team, you will work closely with Financial Planners to provide comprehensive support in the development and implementation of financial plans for clients.Key Responsibilities: • Conduct research on...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    We are seeking a detail-oriented and organized Paraplanning Professional to provide comprehensive support in the development and implementation of financial plans for clients. The ideal candidate will have a strong understanding of financial planning concepts and the ability to analyze complex financial information.Key Responsibilities:Conduct research on...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: ParaplannerJob Type: Full-timeJob Description: The Recruitment Council is seeking a detail-oriented and organized Paraplanner to join our financial planning team.Responsibilities:Conduct research on investment products, market trends, and financial planning strategiesPrepare financial plans and reports for clientsAssist in the development of...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Title: ParaplannerLocation: (Insert location)Job Type: Full-timeSalary: (Insert salary range)We are seeking a detail-oriented and organized Paraplanning Professional to join our financial planning team. The Paraplanning Professional will work closely with Financial Planners to provide comprehensive support in the development and implementation of...

  • Financial Planning

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Job Title: Financial ManagerJob Summary:The Financial Manager role at Network Recruitment is a key position that requires a high level of financial expertise and strategic thinking. The ideal candidate will have a strong background in accounting and finance, with experience in management and hospital industry.Key Responsibilities:Review and reconcile balance...


  • Durban, KwaZulu-Natal, South Africa BGA Recruitment Full time

    We are seeking a skilled Financial Planning and Analysis Specialist to join our team at BGA Recruitment. The purpose of this role is to provide financial planning and analysis services to the company. Key responsibilities include performing management accounting services, capital expenditure evaluations, monthly management account reporting, process...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Network Recruitment is currently seeking a Financial Planning Manager to join their team.About the Role:- Develop and maintain accurate financial models to support business growth.- Collaborate with business leaders to identify and capitalize on profitable opportunities.- Provide financial analysis and insights to inform business decisions.Requirements:-...


  • Durban, KwaZulu-Natal, South Africa Rory Mackie & Associates Full time

    Company Overview:Rory Mackie & Associates, a leading Private Bank and Wealth Manager catering to High-Net-Worth clients, is seeking a Senior Financial Advisor. This role will provide financial advice on life risk and investments products to Private Bank clients in accordance with FAIS legislation and professional guidelines.Job Description:Conduct...

  • Business Analyst

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Tumaini Consulting Full time

    About the RoleAs a Business Analyst in Financial Planning, you will be responsible for analyzing financial data to inform business decisions. The ideal candidate will have a strong understanding of financial planning and analysis, as well as excellent communication and problem-solving skills.Key Responsibilities• Analyze financial data to identify trends...


  • Durban, KwaZulu-Natal, South Africa Micah Govender Developments Full time

    Job DescriptionAt Micah Govender Developments, we are seeking a highly skilled and experienced Financial Advisor to join our team.Requirements:Matric/NQF4 (Essential)Tertiary CertificateFinancial Qualification and OR RE5Drivers Licence with own vehicle (Essential)1 year sales experienceKey Responsibilities:Establish long-term relationships with clients...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are seeking a skilled and dedicated individual to join our Financial Services team at LCI Financial Services.Responsibilities:• Provide administrative support to our financial team• Assist with the processing of financial transactions and data entry• Collaborate with team members to achieve common goals and objectivesRequirements:• Matric...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Job Title: Finance Business Partner We are seeking a skilled Finance Business Partner to join our team at Network Recruitment. As a key member of our finance department, you will play a critical role in supporting our business growth and driving financial performance. Duties:Volume and Revenue: Analyze sales data to identify trends and opportunities for...


  • Durban, KwaZulu-Natal, South Africa Fempower Full time

    OverviewFempower is a dynamic and innovative organization seeking a skilled Financial Planning Specialist to join our team.Estimated Salary: $80,000 - $110,000 per yearThis role plays a critical part in ensuring the financial health and stability of our company. As a key member of our finance team, you will be responsible for managing the General Ledger...

  • Financial Manager

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Bridge Personnel cc Full time

    Job Title: Financial ManagerAbout the Role:We are seeking a skilled Financial Manager to join our team at Bridge Personnel cc. The successful candidate will be responsible for managing financial reporting, cost and product costings, budget preparation, forecasting, and capital expenditure. Additionally, they will oversee stock control and manage a...


  • Durban, KwaZulu-Natal, South Africa Kerry Kopp Recruitment Full time

    Job Summary:Kerry Kopp Recruitment seeks a highly skilled Strategic Financial Planning Manager to oversee month-end and year-end closing processes, including journal entries, accruals, and reconciliations. The ideal candidate will possess strong analytical and communication skills, as well as leadership and team management abilities.Key...


  • Durban, KwaZulu-Natal, South Africa Network Recruitment Full time

    Financial Operations AssistantNetwork Recruitment is seeking a highly skilled Financial Operations Assistant to join their team. The ideal candidate will have a strong background in finance and excellent analytical skills.Key Responsibilities:Generate accurate bills to ensure timely payments and maintain cash flowManage financial assets and liabilities to...


  • Durban, KwaZulu-Natal, South Africa Mr Price Full time

    At Mr Price Group, we require a highly skilled Senior Accountant to join our team. The successful candidate will be responsible for preparing and reviewing monthly management accounting packs, annual budgets, and 5-year projections. They will also be accountable for preparing and reviewing annual financial statements, liaison with internal and external audit...


  • Durban, KwaZulu-Natal, South Africa EMPIRE RECRUITMENT Full time

    Empire Recruitment is seeking a Financial Operations Assistant to support their team in Durban.The ideal candidate should have a strong foundation in finance and meet the following minimum criteria:Matric CertificateDiploma in Finance or related field1-2 years of experience in accountingPast experience in a similar role highly advantageousThis is an exciting...


  • Durban, KwaZulu-Natal, South Africa PPS Recruitment Full time

    Purpose of the Role:The key objective of this position is to provide professional financial services to clients and members. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions that cater to their needs.Scope of the Role:This is a...