Senior Financial Planning Manager

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 Summary**CA Financial Appointments is seeking a highly skilled Financial Manager to join our team. The ideal candidate will have a strong background in financial management, with a focus on management reporting and analysis.**Key Responsibilities****Expense Reporting**: Consolidate and analyze expense reports, including corporate expense reporting and...

CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

CA Financial Appointments is seeking a highly skilled Financial Manager to join their team. This role offers an excellent opportunity for a qualified individual to utilise their skills in management reporting, budgeting and forecasting within a dynamic financial services environment.Estimated Salary: £80,000 - £100,000 per annumJob DescriptionCompany...

Senior Paraplanner RoleHR Genie is seeking an experienced Senior Paraplanner to support the Senior Private Wealth Manager in developing and maintaining client financial plans.This role requires a highly organized and skilled individual with excellent analytical and problem-solving abilities, strong communication skills, and the ability to work...

Financial Planning SpecialistCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clientsConduct thorough...

Dynamic Financial Services Team Seeks Management AccountantCA Financial Appointments is seeking a proactive and confident Management Accountant to join their finance team. This exciting role sits within the shared services team for a group of entities, who are proactive and forward-thinking and who offer a flexible hybrid working model and a great working...

About the RoleAs a seasoned Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.Your work will involve detailed research, analysis of clients' financial circumstances, and preparation of financial planning recommendations and reports.This role requires a strong understanding...

Financial Analyst Job DescriptionCA Financial Appointments is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to our clients.Key Responsibilities:Assist in the preparation of annual budgets and quarterly forecastsAnalyze...

Financial Planning Role at Cross Wealth Financial Services**Job Summary**As a Personal Finance Consultant at Cross Wealth Financial Services, you will be responsible for providing expert financial planning and guidance to clients.**Key Responsibilities:*** Develop customized financial strategies to help clients achieve their goals* Analyze financial data to...

Senior Accountant Job OpportunityWe are seeking a highly skilled and experienced Senior Accountant to join our team at CA Financial Appointments. As a Senior Accountant, you will play a critical role in managing financial operations, ensuring compliance, and providing critical financial insights.Key Responsibilities:Manage monthly payroll processes and...

Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Nedbank. The successful candidate will be responsible for mentoring and supervising a team of Financial Planners, ensuring their growth and development, and aligning their conduct with regulatory and business requirements.Key...

We are seeking a highly skilled and experienced Financial Manager to join our team at CA Financial Appointments. The successful candidate will be responsible for managing the full financial function, including financial and business risk management, and will work closely with the CFO and other financial managers.Key Responsibilities:Manage the financial...

We are seeking a highly skilled Senior Financial Strategist to join our team at Cross Wealth Financial Services. This role will involve providing expert financial planning and advice to clients, helping them achieve their long-term financial goals.The ideal candidate will have a deep understanding of personal finance, investments, and retirement planning....

Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

Job Title: Senior Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Senior Financial Services Operations Manager to lead our Financial Services Call Centre team.The ideal candidate will have a proven track record of managing teams, driving operational excellence, and delivering results in a fast-paced...

We are seeking a highly skilled Financial Manager to join our dynamic team at CA Financial Appointments. As a key member of our company, you will be responsible for overseeing and managing all aspects of financial operations, ensuring the smooth day-to-day functioning of our business.Key Responsibilities:Manage all financial operations, including accounting,...

We are seeking a highly skilled Senior Financial Operations Manager to join our team at CA Financial Appointments. The successful candidate will be responsible for overseeing all aspects of financial operations and managing day-to-day accounting tasks.Key Responsibilities:Oversee financial operations and manage accounting staffHandle customer statements,...

Job OverviewNedbank Financial Planning is seeking a talented professional to join our team as a Financial Planning Manager.Key ResponsibilitiesMentor and supervise Financial Planners to ensure their growth and development, aligning with regulatory and business requirements.Identify training courses and career progression opportunities for self and team...

Job Title: Senior Financial Planning SpecialistJob Summary: We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Rory Mackie & Associates. This role will provide critical support to our financial planners, assisting with technical financial planning analysis, client reviews, and financial plans.Key Responsibilities:Draft...