Financial Planning Expert

A Rewarding Career Opportunity in Financial ServicesOld Mutual is a leading insurance company that believes in the African opportunity and has a diverse talent pool to reflect this.We are seeking highly motivated and dynamic individuals who possess a strong entrepreneurial spirit to join our team.The role involves championing valued customers to achieve...

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

Job Summary: We are seeking an experienced Financial Planning Expert to join our team. As a key member of the financial department, you will be responsible for crucial involvement in everyday and month-end financial activities across multiple sub-processes.Key Responsibilities:Preparation of financial reports for the Board of Directors, head office, and...

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...

Job Title: Financial Planning ExpertsAt Sagen Advisory, we are seeking passionate and skilled financial planners to join our team. Our client, based in Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities.Responsibilities:Source and meet potential clients to analyze their financial needs.Design personalized...

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...

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...

CA Financial Appointments is seeking a highly skilled Financial Reporting Expert to join their team in Cape Town. This role presents an exciting opportunity to leverage strong Tax, IFRS and Reporting skills in a leading manufacturing company.About the RoleWe are offering a competitive salary of R600,000 per annum for this position. If you have a passion for...

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...

We are seeking a highly skilled Financial Planning Expert to join our team. This role will involve crucial involvement in everyday and month-end financial activities across multiple sub-processes.The ideal candidate will have the ability to prepare financial reports for the Board of Directors, head office, and outside parties. They will also be responsible...

We are seeking a seasoned Financial Expert to join our team at Anacin Recruitment Agency. This role requires an individual with expertise in strategic planning, financial analysis, and advisory services.**Key Responsibilities:**The successful candidate will provide expert guidance on financial matters, ensuring the company's financial health and growth. Key...

We are seeking a skilled Financial Planning and Analysis Expert to join our dynamic team at Takealot.com.This is a 6-month Fixed Term Contract opportunity that offers a market-related Total Remuneration Package, allowing full flexibility according to your needs.The ideal candidate will have a relevant Accounting Degree/Diploma and 1-2 years of experience in...

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,...

Exciting opportunity for a Senior Financial Planning Manager at CA Financial Appointments in Cape Town.We are seeking a highly skilled and experienced Financial Services Leader to join our team.Maintain the full financial function of the company.Conduct monthly reviews of financial reports and key controls within the control environment.Prepare tax returns...

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...

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...

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...

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...

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'...

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...