Financial Planning Assistant
2 days ago
We are seeking an experienced Financial Planning Assistant to join our dynamic team at Conova Pty Ltd. As a key member of our team, you will play a critical role in supporting our wealth managers in delivering exceptional client service.
The ideal candidate will have a strong background in the financial planning environment, with a solid understanding of FAIS (CAT II advantageous) and FICA. You will be responsible for preparing and collating new client onboarding documentation, overseeing the management and updating of client CRM profiles, and liaising with external and internal providers on client-specific queries and implementation of instructions.
Key Responsibilities :
- Prepare and collate new client onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise with external and internal providers on client specific queries and implementation of instructions.
- Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager.
- Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements).
- Apply basic knowledge of the FAIS General Code of Conduct in daily work.
- Draft and / or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
- Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance.
- Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
- Compile proposal documents based on the Wealth Manager instruction and recommendations.
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.
Requirements :
- Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA.
- 3-5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities.
- Commerce or financial degree from a reputable tertiary institution.
- Ability to prioritise, organise and plan around large amounts of information and tasks.
- Ability to execute on a wide variety of tasks with accuracy and within required timeframes.
- High attention to detail and low tolerance for errors.
- Sound knowledge of and experience in FICA and FAIS.
- Highly numerate.
- Punctual.
- Ability to work very well in a team.
- Fluent in English (verbal and written) and must be confident in communicating with clients telephonically.
-
Financial Planning Assistant
6 days ago
Cape Town, Western Cape, South Africa Code Red Recruitment Full timeJob Description:The successful candidate will provide exceptional administrative support to our Financial Planning and Wealth Management team. Key responsibilities include scheduling meetings, general office administration, and assisting financial planners with client documentation and transactions.Responsibilities:Scheduling meetings and appointments with...
-
Senior Financial Planning Specialist
6 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are looking for a highly skilled Senior Financial Accountant to join our client's finance team on a short-term contract basis. In this role, you will oversee the accounting, reporting, and internal control functions of the finance department.This position requires the ability to ensure statutory compliance and manage the accounting, reporting, and control...
-
Financial Assistant
1 day ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeMy client, a well-established retail group, is seeking a passionate Financial Assistant to join their Finance team based in Cape Town CBD. The suitable candidate will have 3 years' experience in a similar role, with the ability to accurately prepare, record, and process accounting transactions. Bring your analytical skills and understanding of accounting...
-
Financial Assistant
2 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeMy client, a well-established retail group, is seeking a passionate Financial Assistant to join their Finance team based in Cape Town CBD. The suitable candidate will have 3 years' experience in a similar role, with the ability to accurately prepare, record and process accounting transactions. Bring your analytical skills and understanding of accounting...
-
Assistant Financial Controller
1 day ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments requires an accomplished Assistant Financial Controller for a maternity leave cover in the FMCG sector. The ideal candidate will have extensive knowledge in financial accounting operations, with a proven track record of delivering high-quality results.Main Duties :Manage daily financial accounting operationsProcess and reconcile...
-
Financial Planning
4 weeks ago
Cape Town, Western Cape, South Africa Icon Oncology Full timeIcon 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...
-
Financial Planning and Control Specialist
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAs a Strategic Financial Operations Manager at CA Financial Appointments, you will oversee financial operations for both general financial management activities and specific projects.Your responsibilities will include:Managing financial data, ensuring accurate recording of customer order-related costs, and applying IFRS15 principles to all sales...
-
Financial Planning Coordinator
1 day ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeJob Summary:We are seeking an experienced Wealth Manager's Assistant to join our team. As a key member of the team, you will be responsible for delivering high-quality administrative support to a wealth manager, ensuring the smooth operation of client relationships and business activities.Responsibilities:Administrative Tasks: Prepare and collate new client...
-
Senior Financial Assistant
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeRole SummaryWe are seeking a highly skilled and experienced Project Accountant to join our team in Cape Town. The successful candidate will have recently completed their articles and be pursuing their CA(SA) designation.Your primary responsibilities will include:Liaising with SARS and resolving any issues.Overseeing daily administration of project companies,...
-
Financial Planning Expert
2 days ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeThe Recruitment Council is seeking a highly skilled Financial Planning Expert to provide technical support to Wealth Managers and assist in the development of wealth management products strategies.About the Role:Assist Wealth Managers in preparing detailed proposals and financial needs analyses for clients.Provide technical input, such as performance queries...
-
Financial Planning Specialist
2 days ago
Cape Town, Western Cape, South Africa FSP Wealth Full timeFSP Wealth is a leading wealth structuring company that believes in simplifying financial complexities for its clients.The ideal candidate will be responsible for assisting financial advisors with financial planning, preparing and maintaining client files, conducting research on financial products, and drafting financial reports.Key ResponsibilitiesPerform...
-
Financial Planning Specialist
4 days ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Description:We are seeking a highly skilled Financial Planning Specialist to join our team at Network Recruitment. This is an exciting opportunity for a detail-oriented and commercially-minded professional to play a key role in financial planning, performance analysis, and cost management.Responsibilities:Prepare budgets, forecasts, and financial models...
-
Financial Planning Specialist
6 days ago
Cape Town, Western Cape, South Africa BetaPlus Group Solutions Full time**Company Overview**BetaPlus Group Solutions is redefining the financial services industry by focusing on enhancing people's lives through better retirement planning. Our innovative approach has assisted numerous companies and individuals, increasing their ability to retire by an average of 65%.We provide unmatched financial advice and cost-cutting...
-
Financial Planning Specialist
20 hours ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Description:About the Role:This is a highly rewarding opportunity for an experienced Management Accountant to join our client's finance team. The ideal candidate will be a detail-oriented and commercially-minded professional who can collaborate with stakeholders to drive financial efficiency and informed decision-making.The successful candidate will play...
-
Financial Manager
3 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeMy client is seeking a Financial Manager who has a proven track record in a senior management role within financial services and who is passionate about financial data, collaborating with people and enhancing financial performance. If you have a strong understanding of accounting principles, financial reporting standards, and regulations, then apply today...
-
Investment Planning Expert
4 days ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeWe're looking for an Investment Planning Expert to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is committed to delivering exceptional risk management solutions to our clients. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique needs.This role...
-
Financial Planning Specialist
4 days ago
Cape Town, Western Cape, South Africa Icon Oncology Full timeJob DescriptionIcon 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.Key ResponsibilitiesOversee and manage the...
-
Financial Operations Manager
3 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Manager to join our client's leadership team. The ideal candidate will have a strong background in financial management and strategy.Main Responsibilities:Provide strategic input to the Financial Director on best practice, regulatory compliance and the development of long-term strategic...
-
Head of Financial Strategy
3 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAbout the RoleAs Head of Financial Strategy, you will provide strategic input to the Financial Director on best practice, regulatory compliance and the development of long-term strategic financial plans.You will identify cost management opportunities for improved profitability and returns; plan and manage the budget process; analyse and monitor the effect of...
-
Financial Leadership Specialist
3 days ago
Cape Town, Western Cape, South Africa Conova Financial Recruitment Full timeJob DescriptionWe are seeking a highly skilled Financial Leadership Specialist to join our team. In this role, you will be required to provide comprehensive support to the senior-tier finance team at Head Office.Key Responsibilities:Financial Analysis and Reporting: Ensure efficient financial analysis, reporting, planning and control of all entities in the...