Financial Planning Consultant
2 months ago
At Liberty, we have been dedicated to our clients for over 60 years, guiding them through their financial journeys from the beginning of their careers to retirement. Our commitment to understanding and addressing your financial aspirations is unwavering.
Role Responsibilities:
This position is ideal for a motivated and ambitious individual seeking to become a certified Financial Planner. You will have the opportunity to earn a competitive income with no limits, supported by exceptional leadership and mentorship.
- Assess clients' financial situations by evaluating their expenses, income levels, insurance coverage, financial objectives, tax status, and risk tolerance.
- Provide clear answers to clients' inquiries and address any concerns they may have.
- Offer professional advice on insurance options, investment strategies, cash management, and other financial matters to assist clients in achieving their financial goals.
- Conduct regular reviews of clients' financial accounts and analyze their data to determine if adjustments are necessary due to life changes or economic factors.
- Prepare and interpret financial documents, including summaries, investment performance reports, and income projections for clients.
- Manage and update clients' investment portfolios consistently.
- Develop and nurture your client base to foster long-term relationships.
Minimum Requirements:
- Matric qualification
- At least 2 years of sales experience
- RE 5 qualification; FAIS qualification is advantageous but not mandatory
- Possession of a personal vehicle
- Valid driver's license
- Laptop
- Established network of clients
-
Johannesburg, Gauteng, South Africa Decision Inc Full timeJoin Our Team as a Senior Financial Planning and Analysis ConsultantDecision Inc. is a global digital partner that enables businesses to reinvent themselves to realize their full potential. We're seeking a Senior Financial Planning and Analysis Consultant to design and implement financial planning and analysis solutions that align with our clients' strategic...
-
Johannesburg, Gauteng, South Africa Decision Inc Full timeUnlock Your Potential as a Senior FP&A Consultant at Decision Inc.Join our team of innovative professionals at Decision Inc., a global digital partner that empowers businesses to thrive in a rapidly changing world. As a Senior FP&A Consultant, you will play a pivotal role in helping our clients make informed decisions through cutting-edge financial planning...
-
Financial Planning Specialist
4 days ago
Johannesburg, Gauteng, South Africa Micah Govender Development Full timeAt Micah Govender Development, we are seeking a skilled Wealth Management Consultant to join our team in Kwa-Zulu Natal and Gauteng. With a strong focus on personal finance, our company offers a comprehensive support system for our advisors, including fully equipped office space, professional development, and lead generation systems.Your mission as a Wealth...
-
Financial Planning Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Renoir Full timeJob Title: Financial Planning ManagerRenoir is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for overseeing all financial planning and analysis activities within the organization.Key Responsibilities:Financial Planning and Analysis: Lead the budgeting, forecasting, and...
-
Financial Planning Consultant
2 months ago
Johannesburg, Gauteng, South Africa Liberty Full timePosition Overview:At Liberty, we have been dedicated to our clients for over 60 years, supporting them through every stage of their financial journey. This position is ideal for a motivated and ambitious individual looking to become a qualified Financial Planner.Key Responsibilities:1. Assess clients' financial situations by understanding their expenses,...
-
Senior Financial Planning Manager
4 days ago
Johannesburg, Gauteng, South Africa Liham Consulting Pty (Ltd) Full timeJob Description: We are seeking a skilled Senior Financial Planning Manager to lead our financial reporting function. Key responsibilities include:• Preparing Group Consolidated annual financial statements• Reviewing annual financial statements• Managing Group Budgets and Forecasting• Maintaining cash flow statementsRequirements:• CA(SA)• Minimum...
-
Automotive Financial Planning Specialist
4 days ago
Johannesburg, Gauteng, South Africa Gap Consulting Full timeRole Overview: We are seeking an Automotive Financial Planning and Market Analytics expert to join our team at Gap Consulting. If you have a strong background in automotive OEM financial planning, market analytics, and a passion for delivering high-quality results, this role is for you.Key Responsibilities:Providing financial planning and analysis for...
-
Johannesburg, Gauteng, South Africa Accounting and Financial Advisory Ltd Full timeJob Summary: We are seeking a highly skilled Financial Reporting Consultant to join our team at Accounting and Financial Advisory Ltd. The ideal candidate will possess expertise in Draftworx and CaseWare financial statement preparation, as well as excellent analytical and problem-solving skills. Responsibilities: Prepare high-quality financial statements...
-
Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeKey Responsibilities:Our ideal candidate will be responsible for analyzing financial data to inform strategic business decisions. They will prepare and review financial reports and statements, conduct financial forecasting and budgeting, and assist in the development and implementation of financial strategies. Additionally, they will ensure compliance with...
-
Senior Financial Planning and Analysis Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Renoir Full timeAt Renoir, we are seeking a highly skilled Senior Financial Planning and Analysis Manager to oversee all financial planning and analysis activities within the organization. This role requires a resilient and assertive individual capable of thriving in a challenging environment.Key Responsibilities:Financial Planning and Analysis: Lead the budgeting,...
-
Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Lexdan Select Full timeFinancial Planning and Analysis At Lexdan Select, we are seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our finance department, you will be responsible for developing and managing financial plans, budgets, and forecasts to drive business growth and success. Key Responsibilities: * Develop and...
-
Financial Planning Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Title: Management AccountantWe are seeking a highly skilled Management Accountant to join our team at Network Recruitment. As a key member of our finance team, you will be responsible for providing financial guidance and support to our clients.Key Responsibilities:Develop and implement comprehensive financial plans and budgets for our clientsPrepare and...
-
Financial Planning Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeFinancial Planning and Reporting ExpertAs a key member of our team at Salix Recruitment, you will be responsible for overseeing financial planning, reporting, and compliance. Your expertise will be crucial in managing day-to-day finance operations, including budget preparation, long-term financial planning, and process optimization.Key...
-
Financial Planning Specialist
1 month ago
Johannesburg, Gauteng, South Africa Nedbank Full timeJob SummaryNedbank is seeking a skilled Financial Planner to provide expert financial advice to clients and help them achieve their financial goals. As a Financial Planner, you will analyze clients' financial situations, develop personalized financial plans, and implement strategies to achieve their objectives.Key ResponsibilitiesAnalyze clients' financial...
-
Financial Planning Manager
3 weeks ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeJob DescriptionAs a key member of the Salix Recruitment team, you will play a critical role in overseeing financial planning, reporting, and compliance. Your responsibilities will include budget preparation, long-term financial planning, and process optimization. You will lead a finance team, drive financial projects, and ensure robust risk management...
-
Financial Planning Analyst
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning and Analysis (FP&A) Role =========================== Network Recruitment is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our client's team. As a Financial Planning and Analysis Manager, you will play a critical role in ensuring the accuracy of monthly financial reporting, identifying deviations from...
-
Financial Planning Manager
2 months ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeFinancial Planning and Reporting ExpertWe are seeking a highly skilled Financial Planning and Reporting Expert to join our team at Salix Recruitment. In this role, you will be responsible for overseeing financial planning, reporting, and compliance while managing day-to-day finance operations.Key Responsibilities:Budget preparation and long-term financial...
-
Financial Planning Specialist
3 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning SpecialistWe are seeking a highly motivated and target-driven Financial Planning Specialist to join our team of professionals at Network Recruitment. As a Financial Planning Specialist, you will be responsible for advising clients on all aspects of offshore financial planning and wealth management.Key Responsibilities:Develop and deliver...
-
Financial Planning Specialist
1 week ago
Johannesburg, Gauteng, South Africa Future Careers Full timeKey Responsibilities:Conduct thorough financial needs analysis for clients to understand their goals and objectives.Develop and implement customised financial plans to meet clients' short and long-term goals.Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.Build and maintain strong...
-
Financial Planning Analyst
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning and Analysis (FP&A) RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Network Recruitment. As a key member of our finance department, you will play a critical role in driving business growth and success through strategic financial planning and analysis.Key Responsibilities:Develop...