Finance Professional
2 weeks ago
CA Financial Appointments is seeking a highly skilled Finance Professional to join our team as an Asset Allocation Specialist. The successful candidate will be responsible for creating asset allocation reports for clients and reviewing investment proposals. This is an exciting opportunity for a finance professional to work with a boutique Wealth Manager providing personal Wealth Management and Investment Management services to High-Net Worth individuals and families. Key responsibilities include:
- Creating asset allocation reports and reviewing investment proposals for clients.
- Developing and maintaining strong relationships with clients to understand their financial goals and objectives.
- Collaborating with the Wealth Management team to ensure seamless delivery of services.
Requirements:
- Bachelor's degree in finance, accounting, or economics.
- 3-5 years experience in financial planning, with a focus on investment research and portfolio analysis.
- Strong product, tax, wealth management, and financial planning knowledge.
- Excellent analytical and problem-solving skills.
- Ability to work in a fast-paced environment and meet deadlines.
Preferred qualifications:
- Holder of or working towards a CFP certification.
- Strong Microsoft Office suite (Excel) knowledge.
- Experience working with Morningstar, Xplan, or Elite Wealth.
CA Financial Appointments is an equal opportunities employer and welcomes applications from all qualified candidates. If you are a motivated and talented finance professional looking for a new challenge, please submit your application. We look forward to hearing from you
-
Financial Analyst Professional
5 days ago
Cape Town, Western Cape, South Africa Fiskal Finance Full timeUnlock a world of opportunities as a Financial Analyst Professional at Fiskal Finance. With a competitive compensation package and performance-based bonuses, you'll be motivated to excel in your role. Our comprehensive training and mentorship program will help you develop the skills you need to succeed.About UsFiskal Finance is a dynamic company that offers...
-
Tax and Finance Professional
2 weeks ago
Cape Town, Western Cape, South Africa Arvo Full timeTax and Finance ProfessionalArvo is seeking a detail-oriented and analytical Tax and Finance Professional to join their dynamic team. This is a full-time permanent position based in Claremont, Cape Town.Key Responsibilities:Assist with tax calculations, returns, and ensure compliance with tax regulations.Analyze financial data and create reports to support...
-
Finance Professional
4 weeks ago
Cape Town, Western Cape, South Africa O'Brien Recruitment Full timeUnlock Your Potential in FinanceWe're seeking a highly motivated and detail-oriented individual to join our Finance team as a Finance Intern. This 6-month internship offers a unique opportunity to gain hands-on experience in finance, working closely with our talented finance team to drive efficiency and excellence.Key Responsibilities:Process invoices with...
-
Finance Professional
4 weeks ago
Cape Town, Western Cape, South Africa SET Recruitment Consultants Full timeFinance Graduate OpportunityWe are seeking a highly motivated and ambitious Finance Graduate to join our team at SET Recruitment Consultants.This 12-month graduate programme is designed to provide a comprehensive understanding of the finance industry and equip you with the skills and knowledge required to succeed in a fast-paced and dynamic environment.Key...
-
Financial Analyst
3 weeks ago
Cape Town, Western Cape, South Africa Fiskal Finance Full timeAs a key member of the Fiskal Finance team, you will be working closely with experienced professionals to develop your skills in management accounting, operational finance, and related systems.Key Responsibilities:Operational Finance Expertise: Develop a deep understanding of operational finance principles, systems, and processes, from data entry to...
-
Management Accountant
4 weeks ago
Cape Town, Western Cape, South Africa Fiskal Finance Full timeJob Title: Junior Management AccountantFiskal Finance is seeking a highly motivated and detail-oriented Junior Management Accountant to join our team. As a key member of our finance department, you will be responsible for providing financial support to our clients and contributing to the growth and success of our organization.Key Responsibilities:Operational...
-
Senior Litigation Finance Professional
3 weeks ago
Cape Town, Western Cape, South Africa AGC Recruitment Pty Ltd Full timeLitigation Finance Role OverviewWe are seeking a highly skilled Litigation Finance Professional to join our team at AGC Legal Recruitment. As a key member of our investment process, you will play a pivotal role in identifying, assessing, and managing investment opportunities in the litigation finance sector.Key Responsibilities:Investment Assessment: Conduct...
-
Experienced Finance Professional
2 weeks ago
Cape Town, Western Cape, South Africa Midvaal Recruitment Full timeRole Summary: We are seeking a highly skilled Qualified Accountant to join our finance team at Midvaal Recruitment.About the Role: As a key member of our finance team, you will be responsible for preparing and reviewing year-end financial statements, managing tax compliance, and handling VAT matters.Key Responsibilities:Year-End Financials:Prepare and review...
-
Treasury Finance Professional
2 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeA skilled Treasury Manager is sought by CA Financial Appointments to oversee cash flow operations, forecasting, and liquidity management while implementing effective capital management strategies and hedging activities.Key Responsibilities:Manage daily cash flow, cash positioning, and forecasting to ensure adequate funding for operational and strategic...
-
Strategic Financial Controller Position
1 day ago
Cape Town, Western Cape, South Africa Network Finance. Full timeNetwork Finance seeks a seasoned accounting professional for a Senior Group Accountant role. This position offers an excellent opportunity to lead financial management and strategic oversight in a growing team.Duties & Responsibilities:Lead the consolidation of financial statements, ensuring accuracy and compliance with accounting standards.Oversee month-end...
-
Financial Operations Manager
3 weeks ago
Cape Town, Western Cape, South Africa Fiskal Finance Full timeAt Fiskal Finance, we are seeking a highly skilled Financial Operations Manager to join our dynamic team. As an Accountant, you will be responsible for overseeing the financial operations of our organization, ensuring timely and accurate financial reporting.Key Responsibilities:Operational Finance Expertise: Develop and implement financial processes and...
-
Finance Professional
3 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeWe are seeking a highly motivated Finance Professional to join our client's team in Cape Town. This is an exciting opportunity for a newly qualified CA(SA) to gain hands-on experience in the finance sector.The role will provide exposure to various finance roles and offer the chance to move out of the audit environment. Our client is a JSE listed company with...
-
Finance Professional
3 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeWe are seeking a skilled Finance Professional to join our team in various finance roles. This exciting opportunity will provide hands-on experience in finance and commercial fields, allowing you to gain valuable skills and knowledge.Requirements:Completed SAICA articles with exposure to clients in the private sector.Passed both board exams (ITC and...
-
Senior Finance Professional
2 weeks ago
Cape Town, Western Cape, South Africa DO MORE Placements Full timeAbout the RoleWe are seeking a skilled Senior Accountant to join our team at DO MORE Placements.The ideal candidate will have a strong understanding of accounting principles and a strong work ethic, with a can-do attitude and desire to add value and grow.This is a hybrid role combining relatively complex reconciliations and some financial analysis, data...
-
Cape Town, Western Cape, South Africa Network Recruitment Full timeNetwork Recruitment is seeking a dedicated Lead Finance Professional to support the finance team in Cape Town. This role is perfect for a motivated professional with a passion for financial excellence, particularly in areas such as bitcoin or Web3.This innovative company at the forefront of the cybersecurity industry requires a skilled Financial Accountant...
-
Finance Professional
1 day ago
Cape Town, Western Cape, South Africa DO MORE Placements Full timeJob OverviewA dynamic and ambitious Finance Professional is sought after by DO MORE Placements to fill a unique hybrid role. This position combines complex financial analysis, reconciliation, data entry, and invoice management, requiring an individual with exceptional number skills and a logical approach.Salary and BenefitsThe successful candidate can expect...
-
Administrative Finance Professional
1 day ago
Cape Town, Western Cape, South Africa Qetello Holdings Full timeWe are seeking a highly organized and detail-oriented Administrative Finance Professional to join our team at Qetello Holdings.**Job Overview:**The successful candidate will be responsible for processing proof of delivery documents, managing customer credits, and providing administrative support to the operations department.**Key Responsibilities:Process...
-
Senior Finance Professional
2 weeks ago
Cape Town, Western Cape, South Africa Communicate Recruitment Full timeJob Title: Financial ManagerAbout the Role:Prepare weekly and monthly financial reports on revenue, cash flow, and other key metrics.Perform revenue reconciliations to ensure data accuracy.Manage balance sheet reconciliations and other key financial statements.Oversee cost management processes, including payroll entries.Conduct various journal postings and...
-
SAIPA Finance Professional
2 weeks ago
Cape Town, Western Cape, South Africa FROGG Recruitment Full time**Accounting and Financial Expertise Wanted**We are seeking an experienced SAIPA accountant to join our team at Frogg Recruitment. The ideal candidate will have a strong background in accounting and finance, with a focus on SAIPA compliance.The successful candidate will be responsible for:Preparing and reviewing financial statements, including balance...
-
Finance Professional
3 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeWe are seeking a highly motivated and ambitious CA(SA) to join our client's finance team in Cape Town. The ideal candidate will have completed their articles in 2024 and have exposure to clients in the private sector.Key Requirements:Completed or completing SAICA articles in 2024 with exposure to clients in the private sectorPassed both board exams (ITC...