Financial Planning Expert

2 weeks ago


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

Job Overview

We are seeking a skilled Financial Planning Expert to join our team at Communicate Recruitment.

About the Role

This is a challenging and rewarding position that requires strong analytical skills, attention to detail, and excellent communication abilities.

Key Responsibilities

  1. Oversee day-to-day financial transactions and ensure accuracy and compliance with regulations.
  2. Prepare and review monthly and quarterly financial statements to provide actionable insights.
  3. Assist with budgeting and forecasting to support business strategies.
  4. Manage reconciliations, tax filings, and vendor relations to maintain a smooth operation.

Requirements

  • A completed BCom degree is preferred, but a Grade 12 (matric) certificate is required.
  • Proficiency in accounting software and Excel is essential for success in this role.
  • A strong communicator who thrives in a fast-paced, team-oriented environment is ideal.

Compensation

The estimated salary for this position is R200,000 - R300,000 per annum, depending on experience.



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

     **Job Summary**We are looking for a highly skilled Financial Planning Expert to join our team at HR Genie in Century City, Cape Town. As a Financial Planning Expert, you will provide support to the Senior Private Wealth Manager in developing and maintaining client financial plans. Key Responsibilities:Assisting the Senior Private Wealth Manager in...


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

    Job Overview:Network Recruitment is seeking an exceptional Financial Planning Expert to lead their reporting function, ensuring financial accuracy, compliance, and strategic insights across their organization. This opportunity allows for professional growth and development within a high-performing team.Key Responsibilities:Lead monthly, quarterly, and annual...


  • Cape Town, Western Cape, South Africa Elite Search Full time

    About the RoleWe are seeking an experienced Senior Financial Planning Expert to join our team at Elite Search.


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

    Job Title: Financial Planning and Reporting ExpertAre you a seasoned financial professional looking for a new challenge?We are seeking an experienced Financial Planning and Reporting Expert to join our team at Network Recruitment.About the Role:The ideal candidate will have a strong background in financial accounting, with a focus on planning and reporting....


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

    CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...


  • Cape Town, Western Cape, South Africa The Talent Expert Full time

    Overview:">The Talent Expert is seeking an experienced Financial Relationship Manager to join their innovative, independent firm in Tygervalley, Cape Town. As a key member of the team, you will focus on servicing and managing client relationships, providing customised financial planning services to retirement funds and their members.">About the Role:">We are...


  • 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...


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

    Job Summary: We are seeking a highly skilled Financial Planning and Business Development Expert to join our team at Network Recruitment. This role is responsible for delivering accurate and timely financial reports, conducting in-depth analysis of financial data, and leveraging advanced Excel skills to optimize financial modelling and reporting...


  • Cape Town, Western Cape, South Africa Sanlam Group Full time

    About the Role">This position is part of the Sanlam Group, a leading financial services provider in South Africa.">As a Financial Planner in our Mosselbay office, you will play a vital role in providing expert financial advice to new and existing clients. Your primary objective will be to understand their unique needs and provide tailored solutions that meet...

  • Financial Expert

    2 weeks ago


    Cape Town, Western Cape, South Africa The Hiring House Full time

    About Us:The Hiring House is a dynamic and innovative company that specializes in investment services. We are seeking a highly skilled and motivated Financial Expert to join our team.Job Overview:This is a challenging and rewarding role that offers a competitive salary of $80,000 - $120,000 per year, depending on experience. As a Financial Expert, you will...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Job Title: Financial Planning Expert - Western Cape OpportunityWe are seeking self-motivated and dynamic individuals with a passion for entrepreneurship to join Old Mutual, one of Africa's leading insurance companies.The role at a glance is about championing our valued customers' lifetime goals by identifying their financial needs, providing sound advice,...


  • Cape Town, Western Cape, South Africa The Talent Expert Full time

    Job Title: Accountant Lead Senior Financial ClerkWe are looking for an experienced Senior Bookkeeper to join our team at The Talent Expert in Paarden Eiland, Western Cape, Cape Town. As a Senior Bookkeeper, you will be responsible for the full spectrum of bookkeeping functions, including managing accounts, overseeing payroll, and preparing monthly financial...


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

    **Job Overview:**We are looking for a highly skilled Financial Planning Manager to join our Esteem Recruitment team.The successful candidate will be responsible for managing financial reporting, tax planning, and risk management functions within the organization.Key responsibilities include:Providing expert advice on financial reporting and tax...


  • Cape Town, Western Cape, South Africa The Talent Expert Full time

    Job Title: Wealth Management Support SpecialistEstimated Salary: R200,000 - R250,000 per annumCompany OverviewThe Talent Expert is a leading independent financial planning firm providing customized financial planning services to retirement funds and their members.We have experienced phenomenal growth over the past few years and are still growing. Our vibrant...


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

    Company Overview:Our client is a leading consulting firm specialising in strategic compliance, legal, and risk management. They align their services with business goals to drive growth by unlocking opportunities, ensuring compliance, and enhancing operational efficiency. They pride themselves on thinking differently to empower clients for long-term success...


  • Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Job Title: Financial Planning SpecialistSalary: R800,000 - R1,200,000 per annumAbout the RoleOasis Crescent is seeking a highly skilled Financial Planning Specialist to join our team in Western Cape, Cape Town. As a key member of our financial services team, you will be responsible for managing and growing your portfolio of clients while providing expert...


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

    Company OverviewCross Wealth Financial Services is a leading provider of financial solutions, dedicated to helping individuals and families achieve their long-term goals. Our team of experts provides personalized advice and guidance to ensure that our clients make informed decisions about their financial futures.Salary & BenefitsWe offer an attractive salary...


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

    Job TitleFinance Governance AnalystCompany OverviewOur client, a leading player in the financial services industry, is seeking an experienced Finance Governance Analyst to join their team.About the RoleThis role is responsible for maintaining and enhancing the control framework within the Finance Department, focusing on independent testing of Finance, Tax,...


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

    Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Rory Mackie & Associates.About UsRory Mackie & Associates is a small Wealth Management firm dedicated to providing tailored advice and comprehensive financial planning services to our clients. Our mission is to help clients achieve long-term financial security through...


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

    About CA Financial AppointmentsWe are a leading recruitment agency specializing in accounting and finance positions.Job Title: Business Financial Professional - Accounting ExpertSalary: £40,000 - £55,000 per annumJob Description:This is an exciting opportunity to join our team as a skilled and detail-oriented Financial Accountant. As a key member of the...