Financial Planning Expert

3 days ago


Cape Town, Western Cape, South Africa Sanlam Full time

Job Overview

Santam Re & International, a leading treaty underwriter, seeks a seasoned financial expert to join its team. As a Senior Financial Manager, you will be responsible for driving financial planning and analysis, budgeting support, performance tracking, and reporting.

Key Responsibilities
  • Develop and implement financial planning and analysis strategies to drive business growth and profitability.
  • Provide budgeting support and performance tracking, ensuring accurate and timely delivery of financial information.
  • Collaborate with the senior leadership team and finance operations to ensure alignment and effective decision-making.
  • Implement finance automation solutions and activity-based costing models to optimize financial performance.
Requirements
  • CA (SA) qualification and minimum 5+ years post-qualification experience in financial services.
  • Audit background, preferably in non-life insurance, is essential.
  • Experience with SQL, Qlikview, Power BI, and IFRS 17 implementation is advantageous.


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    About the RoleThe Recruitment Council is seeking a highly skilled Financial Planning Expert to join our team.The successful candidate will have a deep understanding of life insurance and financial services, with strong business performance acumen.The key responsibilities of this role include:Leading the preparation and review of monthly performance updates...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    Company OverviewWe are a leading financial services group dedicated to helping individuals achieve their long-term financial goals. Our team of experts is committed to providing personalized advice and solutions that cater to our clients' unique needs.


  • Cape Town, Western Cape, South Africa Sanlam Full time

    Financial Planning and Advisory ExpertThis senior role involves providing expert financial planning and advisory services to high-net-worth individuals and businesses. You will utilize your extensive knowledge of financial markets and regulatory environments to deliver tailored solutions that meet the unique needs of clients.Your key responsibilities will...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    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...


  • Cape Town, Western Cape, South Africa Headhunters Full time

    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...


  • Cape Town, Western Cape, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full time

    Grow Your Career with Lonfin Wealth's Financial Advisory TeamWe seek experienced advisors to join our team in the Western Cape Region.Qualifications and Experience:Minimum 2 years of experience working in the financial services sectorRelevant training and certifications (RE5 & Class of Business)Ongoing commitment to personal and professional...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job DescriptionThe successful candidate will have a proven track record in financial planning and analysis, financial processing and reporting, cash flow management, risk management and internal controls, team leadership and development, strategic planning and projects, and tax planning and compliance.


  • Cape Town, Western Cape, South Africa MPRTC Recruitment Full time

    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...


  • Cape Town, Western Cape, South Africa Sanlam Limited Full time

    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,...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Our client, a leading food manufacturing company in Cape Town, seeks a highly skilled Financial Manager to drive financial strategy and operations.About the RoleThis is an excellent opportunity for a CA(SA) with 5+ years post-articles experience, strong commercial knowledge, and manufacturing industry exposure to make a significant impact.You will work...


  • Cape Town, Western Cape, South Africa Brown-Forman Corporation Full time

    Company OverviewBrown-Forman Corporation is a leading global spirits company with a rich history of innovation and excellence. Our portfolio includes iconic brands such as Jack Daniel's, Finlandia, and Korbel.We are committed to building great brands and creating value for our customers, employees, and shareholders. Our team members are passionate about...


  • Cape Town, Western Cape, South Africa Careers at DLK Group Full time

    We are seeking a highly skilled Senior Financial Planning Manager to join our team at Careers at DLK Group. In this role, you will be responsible for providing expert financial analysis and strategic planning to drive financial performance.The ideal candidate will have extensive knowledge in finance, economics, or a related field, and significant experience...

  • Financial Planning

    2 weeks ago


    Cape Town, Western Cape, South Africa Icon Oncology Full time

    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...


  • Cape Town, Western Cape, South Africa Absa Bank Full time

    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...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Company OverviewOld Mutual is a leading insurance company in Africa, driven by a passion to help its customers achieve their lifetime goals.The company's diverse talent reflects the African opportunity and commitment to excellence in the financial services industry.


  • Cape Town, Western Cape, South Africa Standard Bank Group Full time

    Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals to businesses of all sizes,...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Overview:We are seeking an experienced Finance and HR Manager to join our team at CA Financial Appointments. As a trusted advisor to the CEO and Board members, you will provide strategic financial guidance, ensure regulatory compliance, and drive business growth through effective HR practices.Key Responsibilities:Financial Advisory: Offer expert...


  • Cape Town, Western Cape, South Africa LevelUP HCS Full time

    About Us:At LevelUP HCS, we offer a dynamic work environment that fosters innovation and collaboration. As a senior professional, you will play a critical role in shaping our financial strategy and driving business growth.We are seeking a talented and motivated individual to fill the position of Chief Financial Planning Officer. The ideal candidate will have...


  • Cape Town, Western Cape, South Africa Oasis Crescent Full time

    About the RoleWe are searching for a highly skilled Financial Services Professional to provide expert financial guidance to our clients.The ideal candidate will possess a strong background in financial planning, necessary certifications, and a commitment to client-centric service.Develop and implement comprehensive financial plans and strategies,...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Are you an expert in both Foreign and Local Creditors in the Retail sector?This role involves overseeing the creditors process, ensuring invoices receive approval before processing payments.Responsibilities include tracking finance payables email account, distributing supplier invoices to relevant business units for approval, verifying that supplier invoices...