Financial Planning Assistant
2 days ago
Ultra Personnel is seeking a highly skilled and motivated Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will play a crucial role in supporting our Financial Planners in providing exceptional client services.
Key Responsibilities:- Collaborate with Financial Planners to implement administrative processes and controls in their practices.
- Act as a liaison between Financial Planners and product providers, ensuring seamless communication and coordination.
- Manage client relationships, ensuring efficient delivery of client requirements on behalf of Financial Planners.
- Adhere to the culture and principles of Treating Customer Fairly.
- Perform administrative tasks, including data capture, documentation preparation, and submission of intermediary appointment notes.
- Monitor and track client transactions, ensuring timely and accurate processing.
- Provide ongoing support and maintenance services to Financial Planners and their clients.
- Strong understanding of the Financial Services Industry and relevant legislation.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proficient in Microsoft Office and Xplan.
- High energy and customer-centric approach.
- Competitive salary and benefits package.
- Opportunities for career growth and professional development.
- Collaborative and dynamic work environment.
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Financial Planning Assistant
3 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob DescriptionThe Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This position requires a high level of administrative expertise, excellent communication skills, and a customer-centric approach.Key ResponsibilitiesProvide administrative support to the Financial Planner,...
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Financial Planning Assistant
2 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeFinancial Planning AssistantThe Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This position requires a high level of administrative expertise, excellent communication skills, and a customer-centric approach.Key ResponsibilitiesProvide administrative support to the Financial...
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Financial Planning Assistant
4 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob DescriptionUltra Personnel is seeking a highly skilled and organized Financial Planning Assistant to join our team. As a key member of our financial services team, you will provide administrative support to our Financial Planners, ensuring the efficient delivery of client services.Key ResponsibilitiesProvide administrative support to Financial Planners,...
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Financial Planning Assistant
1 month ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob Description**Job Title:** Financial Planning Assistant**Job Summary:** We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Ultra Personnel. The successful candidate will provide administrative support to our Financial Planners, ensuring the efficient delivery of client services and maintaining accurate...
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Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Nedbank Full timeJob SummaryWe are seeking a skilled Financial Planner to join our Nedbank Wealth Cluster team. As a Financial Planner, you will be responsible for providing financial expertise and wealth creation advice to our clients, helping them achieve their financial goals.Key ResponsibilitiesAnalyze clients' financial situations to determine their financial...
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Financial Planning and Strategy Manager
1 month ago
Johannesburg, Gauteng, South Africa HomecomingEx Full timeFinancial Planning & Performance Manager**Job Summary**A multinational retailer, such as HomecomingEx, is seeking a Financial Planning & Performance Manager to report and analyze the group's financial performance and to assist in driving performance. The successful candidate needs to have at least 8 years of experience in business performance management,...
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Financial Planning and Analysis Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning and Analysis Specialist Key Responsibilities: As a Financial Planning and Analysis Specialist at Network Recruitment, you will play a critical role in supporting the preparation of financial statements and management reports in accordance with IFRS. Your expertise in financial analysis will be essential in driving strategic planning and...
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Financial Planning and Analysis Manager
4 days ago
Johannesburg, Gauteng, South Africa SYSPRO Full timeJob Title: Group Finance Planning and Analyst ManagerAbout the Role:The Group Finance Planning and Analyst Manager is a key business partner to the entire organization, providing strategic recommendations to business units based on financial insights and findings. This role is responsible for financial planning, budgeting, and forecasting, as well as...
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Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa 189Xchange Full timeJob Title: Budget AccountantAt 189Xchange, we are seeking a highly skilled and experienced Budget Accountant to join our team. The successful candidate will be responsible for providing administrative and technical support in the preparation of the annual budget and the Medium-Term Expenditure Framework, as well as coordinating the budget of the company.Key...
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Financial Planning and Analysis Manager
3 weeks ago
Johannesburg, Gauteng, South Africa SYSPRO Full timeJob Title: Group Finance Planning and Analyst ManagerAbout the Role:The Group Finance Planning and Analyst Manager is a key business partner to the entire organization, providing strategic recommendations to business units based on financial insights and findings. This role is responsible for financial planning, budgeting, and forecasting, as well as...
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Financial Planning Specialist
4 days 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...
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Financial Planning Manager
1 week 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...
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Financial Planning Manager
6 days 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...
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Financial Planning Manager
1 week 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...
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Financial Planning Specialist
2 weeks 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...
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Financial Planning Analyst
1 week 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...
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Paraplanner - Financial Planning Expert
1 month ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeJob Summary:The Recruitment Council is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing expert advice and guidance to clients.Key Responsibilities:Develop and maintain in-depth knowledge of life insurance, retirement, investments, and estate planning.Assist...
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Financial Planning Manager
3 weeks 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...
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Financial Planning Analyst
7 days 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...
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Financial Planning Specialist
3 weeks ago
Johannesburg, Gauteng, South Africa Fouche & Co Recruitment Full timeFinancial Advisor OpportunityFouche & Co Recruitment is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will work with our clients to provide expert financial advice and guidance, helping them achieve their financial goals.Key Responsibilities:Work with clients to understand their financial needs and develop personalized...