Financial Planning Assistant
2 months ago
The 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 Responsibilities- Provide administrative support to the Financial Planner, including data capture, document preparation, and client communication.
- Collaborate with the regional team to ensure seamless client services and effective communication.
- Oversee the implementation of administrative processes and controls, ensuring compliance with regulatory requirements.
- Manage client relationships, including client onboarding, transition documentation, and ongoing support.
- Assist with marketing initiatives, including event organization and client communication.
- Provide operational support to Portfolio Managers and CRMs, ensuring accurate data capture and client information.
- Ensure proper record keeping, data integration, and compliance with business rules and legislation.
- Financial Services Industry knowledge and understanding of FAIS and FICA legislation.
- Excellent communication and interpersonal skills, with a customer-centric approach.
- High energy individual with a methodical and accurate approach to work.
- Ability to prioritize, plan, and manage projects, with a strong attention to detail.
- Proficient in Microsoft Office, Xplan, and other relevant software.
The Financial Planning Assistant will work in a dynamic and fast-paced environment, collaborating with a team of professionals to deliver exceptional client services. The ideal candidate will be a reliable and productive member of the team, with a strong work ethic and a commitment to excellence.
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Financial Planning Assistant
2 months 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 DescriptionThe Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This role is part of a regional team and encourages collaboration with other Assistants and team members.Key ResponsibilitiesOversee administrative, operations, and client services support to the Financial...
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Financial Planning Assistant
2 months 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 Title: Financial Planning AssistantUltra 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...
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Financial Planning Manager
2 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeWe are seeking a highly organized and detail-oriented individual to take on the role of Practice Manager at The Recruitment Council. This position is ideal for someone who thrives in a dynamic environment and is capable of handling multiple responsibilities with precision and care.The successful candidate will be responsible for managing daily office...
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Financial Planning Assistant
2 months 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 Professional
2 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob Title: Financial Planning ProfessionalAbout the Role:As a Financial Planning Professional at Ultra Personnel, you will play a vital role in supporting the Financial Planner in delivering exceptional client services. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.Key Responsibilities:Client Services:...
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Financial Planning Specialist
7 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeKey Responsibilities:• Prepare and analyze financial statements in line with IFRS standards.• Assist in budgeting, forecasting, and financial planning processes.• Collaborate with senior executives to provide financial insights and recommendations.• Conduct detailed financial analyses and reporting.• Ensure compliance with regulatory requirements...
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Financial Planning Analyst
3 hours ago
Johannesburg, Gauteng, South Africa Carlysle Human Capital Full timeJob Description:We are seeking an experienced Financial Planning Analyst to join our team at Carlysle Human Capital. In this role, you will be responsible for all costing and financial planning within engineering projects.About the Role:Responsible for initial costing and ensuring costs are kept below budgetCollaborate with project teams to identify areas of...
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Financial Planning Specialist
3 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeKey Responsibilities:As a Financial Planning Specialist at Network Recruitment, you will be responsible for reconciling production orders, ensuring raw material consumption is captured in SAP. Additionally, you will close production orders on SAP for accurate WIP calculations, run and report on variance analysis for production, and handle ad hoc...
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Financial Planning Expert
3 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Summary: Network Recruitment seeks a skilled Financial Planning Expert to prepare financial statements, manage the general ledger, reconcile bank statements, monitor cash flow, ensure compliance with accounting standards, and analyze financial data to identify trends and variances.Prepare comprehensive financial statements, including balance sheets and...
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Financial Planning and Analysis Manager
1 month 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
1 month 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 month 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
1 month 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 and Analysis Specialist
1 week ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAbout the Role:We are seeking a highly skilled FP&A Analyst to join our team at Network Recruitment. As a Financial Planning and Analysis specialist, you will be responsible for financial control of the South Africa market, providing financial analysis and comments on performance.Key Responsibilities:Consolidate weekly sales performance for the region.Assist...
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Financial Planning Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeJob DescriptionAs a key member of the Salix Recruitment team, you will play a critical role in overseeing financial planning, reporting, and compliance. Your responsibilities will include budget preparation, long-term financial planning, and process optimization. You will lead a finance team, drive financial projects, and ensure robust risk management...
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Financial Planning Analyst
1 month 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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Senior Financial Planning Manager
3 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning Manager to join our team at Network Recruitment. This role will be responsible for ensuring the accuracy and compliance of monthly financial reports, managing general ledger entries, reconciliations, and month-end closing processes.Key ResponsibilitiesFinancial Reporting: Prepare and...
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Financial Planning Manager
2 months 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...