Financial Planning Specialist

CA Financial Appointments is seeking a detail-oriented Financial Planning Specialist to join our established logistics operation in Cape Town. The successful individual will work directly with the CFO to drive financial strategy and business performance.The ideal candidate will be an analytical thinker who thrives under pressure and can skillfully balance...

Role OverviewWe are seeking a dynamic and results-driven individual to join our team as a Financial Planning Specialist. In this role, you will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans...

Capture the Future with UsWe're on the hunt for a Financial Planning Specialist to revolutionize our financial reporting and planning process. As a forward-thinking financial expert, you'll be responsible for leveraging your analytical skills to predict the company's financial future and identify areas for improvement.The ideal candidate will have 5-8 years...

As a Financial Planning Specialist at PartnerUp (Pty) Ltd, you will play a critical role in supporting our Financial Planning Partners in delivering exceptional client experiences.Key Responsibilities:Data Management: Manage and maintain accurate and complete client data on our internal CRM software applications, ensuring seamless integration with our...

Job SummaryWe are looking for a dynamic Financial Planning and Reporting Manager to join our team. The successful candidate will be responsible for providing financial leadership and expertise to drive business growth and success.Main ResponsibilitiesDevelop and implement financial plans and strategies that align with business objectives.Oversee financial...

Job Description:The Sanlam Group seeks a skilled Financial Planning and Analysis Specialist to join their team. The ideal candidate will possess a strong background in financial planning and analysis, with experience in reporting on business performance, risk, and regulatory compliance. They will be responsible for developing and implementing financial...

Icon 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...

At Absa Bank, we are looking for a seasoned Wealth Manager to join our fast-growing team of financial professionals. As a key member of our organization, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.Fully registered with relevant financial...

Paraplanning Expert (12-Month Contract)Overview:We are seeking a highly skilled and experienced Paraplanning Expert to join our team at Headhunters. As a Paraplanning Expert, you will be responsible for supporting our Financial Planning Partners in delivering exceptional client service.Key Responsibilities:Client Data Management:Record client data in CRM...

Job SummaryWe are seeking a skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and advisory services to clients, developing and implementing personalized investment strategies, and maintaining and growing a client portfolio through proactive relationship...

Job DescriptionThe role of Senior Financial Adviser involves providing expert advice to clients on a wide range of financial products and services. This includes assessing their financial needs, creating customized financial plans, and implementing solutions that meet their goals and objectives.You will be responsible for managing a portfolio of clients,...

CA Financial Appointments seeks an experienced Financial Operations Specialist to join a stable manufacturing/retail organization based in Rondebosch.You will be responsible for the full financial function up to trial balance and slightly more.Process cashbook entries efficiently.Perform monthly bank reconciliations accurately.Process supplier invoices...

**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...

About the RoleAquarius Specialist Recruitment is seeking a highly skilled Senior Financial Management Role professional to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial accounting records for all business entities.Duties and ResponsibilitiesCompile financial statements that...

Job DescriptionOur ideal candidate will be responsible for managing financial ledgers, tracking revenue, and reconciling bank statements. Additionally, they will assist with Accounts Payable, invoicing, and maintaining fixed asset records.Key Responsibilities:Manage financial data to ensure accuracy and compliancePrepare monthly management accounts and...

Job DescriptionWe are seeking a detail-oriented Financial Analyst to join our team in Cape Town, South Africa.Analyze financial data to develop reports and provide insights for strategic decision-making.Develop dashboards and reports using business intelligence tools to support financial planning and analysis (FP&A).Collaborate with cross-functional teams to...

Job SummaryWe are seeking a highly motivated Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding clients towards achieving their financial goals.Key Responsibilities:Evaluate clients' financial situations and...

Financial Analysis and PlanningSagan World LLC is seeking a highly skilled Cash Flow and Forecasting Specialist to support financial planning, manage 13-week cash flow projections, and drive forecasting initiatives.The ideal candidate is proactive, highly analytical, and detail-oriented, with a hands-on approach to financial operations. This role requires...

About the CompanyAquarius Specialist Recruitment is a leading recruitment company that provides recruitment services to clients across various industries. We are seeking a highly skilled and experienced Chief Financial Officer to join our team.Key ResponsibilitiesDevelop and implement financial strategies to achieve business objectives.Provide financial...

Job SummaryWe are seeking a highly motivated and experienced Group Financial Director to join our team at Aquarius Specialist Recruitment. As a key member of our leadership team, you will be responsible for overseeing the financial management function across all companies within the group.Key ResponsibilitiesDevelop and implement financial strategies to...