Strategic Financial Advisor

3 days ago


Cape Town, Western Cape, South Africa CCi Group Full time

We're seeking an experienced Strategic Financial Advisor to join our team in Cape Town. As a member of the Finance Team, you will support the sales and marketing teams by providing financial insights, analysis and strategic guidance.

About Competitive Capabilities International (CCi)

At CCi Group, our mission is to empower businesses to achieve world-class performance by unlocking the potential of their teams. With our continuous improvement platform and digital applications, we help businesses drive growth and improvement through data-driven insights.

About this role

The Strategic Financial Advisor plays a crucial role in collaborating with key stakeholders across the business to drive financial performance, optimise processes and support long-term business growth. This role requires a strong technical background and advanced financial modelling skills to drive business performance and decision-making.

Key Responsibilities:

  • Provide detailed financial analysis and reporting to support division initiatives.
  • Ability to challenge and build to achieve operational efficiencies and savings.
  • Monitor financial performance against targets and identify opportunities for improvement.

Budgeting & Forecasting:

  • Develop and manage budgets and forecasts, ensuring alignment with business objectives.

Financial Modelling & Compliance:

  • Create and maintain complex financial models to support business planning and decision-making.
  • Ensure financial practices align with company policies and regulatory requirements.
  • Identify risks and propose mitigation strategies.
  • Support audits and ensure accuracy in financial reporting.

Performance Monitoring:

  • Monitor financial performance against targets and identify opportunities for improvement.

Strategic Support:

  • Partner with division leaders to develop and execute strategic plans and offer financial guidance.
  • Work closely with teams to understand business needs and align financial strategies.
  • Present financial reports and insights in a clear and actionable manner.

Data Management & Process Improvement:

  • Utilize financial software and tools to manage and analyze data effectively and to drive efficiencies within the team and the business.
  • Assist in improving financial processes, reporting systems and data accuracy.

Requirements:

  • Bachelor's degree in finance, Accounting, Economics, or a related field.
  • CA (SA) or CIMA/SAICA/CPA strongly preferred.

Experience:

  • Minimum of 5 years of experience in a finance role, with a focus on business partnering.
  • Experience in supporting sales and marketing functions is highly desirable.
  • Proficiency in financial modelling and analysis tools (e.g., Excel, SQL, Tableau).
  • Strong knowledge of financial software and ERP systems (e.g., SAP, Oracle).
  • Familiarity with data visualization tools and techniques.
  • System implementation experience.
  • Global finance experience a must.


  • Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

    Business OverviewWe are a leading financial services organization, committed to delivering exceptional service to our clients. Our financial planning business is a key part of our offering, providing expert advice and guidance to individuals and businesses.We are seeking a Strategic Wealth Advisor to lead our financial planning business, working closely with...


  • Cape Town, Western Cape, South Africa Future Careers Full time

    Job DescriptionWe are seeking a Senior Commercial Advisor to join our team in Cape Town.Develop and implement business strategies for the pursuit of strategic opportunities by cultivating client relationships and identifying new markets for commercial insurance products or services.Analyze sales and market data for a specific geographic region and provide...

  • Financial Advisor

    3 weeks ago


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

    Introduction Imagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals. At Liberty, were not just offering a job; were offering a journey into the world of Wealth Management thats as rewarding as it is transformative. If you have a powerful track record in sales, thrive on...

  • Financial Advisor

    4 days ago


    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    The Strategic Business Development Executive (SBDE) is responsible for driving the growth of the Group by maximizing the potential of selected top-performing financial advisors. This role focuses on two key value drivers, being the development and implementation of Value Creation Plans (VCPs) with the selected top-performing financial advisors and secondly,...


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

    Job Title: Junior Financial AdvisorReporting To: Regional HeadPurpose of the Job:The Junior Financial Advisor plays a pivotal role in contributing to the overall profitability of the business by supporting advisory partners with documentation and compliance requirements for both existing and new clients. This position requires a proactive individual with a...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    About HR GenieAt HR Genie, we are committed to delivering exceptional services and solutions that drive business growth. Our team is passionate about helping our clients achieve their goals and succeed in the financial sector.Job DescriptionWe are seeking a highly skilled Strategic Business Growth Specialist to join our team. In this role, you will be...

  • Financial Advisor

    3 weeks ago


    Cape Town, Western Cape, South Africa EQ-FIN Full time

    Consider a career as an EQ-FIN Financial Advisor At EQ-FIN (an affiliate of Liberty Group), we are on an ongoing entrepreneurial quest evolving through excellence that drives quality, and securing wealth by connecting people with life solutions for financial freedom. We want to secure the future dreams, aspirations and career plans you have for yourself, and...


  • Cape Town, Western Cape, South Africa Origin Financial Group Full time

    We are seeking a dynamic and results-driven Insurance Portfolio Manager to join our team at Origin Financial Group.The role includes managing a selected portfolio of existing clients, providing risk management and short-term insurance advice.Key Responsibilities:The successful candidate will be responsible for:Client Liaisons and Advisory...

  • Financial Advisor

    3 weeks ago


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

    Job Description: Financial AdvisorThe Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking.Key...

  • Financial Planner

    2 weeks ago


    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.


  • Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

    Growth One Direct Marketing seeks an Entry-Level Financial Service Agent with a passion for delivering exceptional customer experiences and providing top-notch financial guidance. The successful candidate will possess a unique blend of technical expertise and interpersonal skills.About the Role:This position involves working closely with senior advisors to...

  • Financial Advisor

    3 days ago


    Cape Town, Western Cape, South Africa Oasis Full time

    Join to apply for the Financial Advisor - Cape Town role at Oasis CrescentJob title: Financial Advisor - Cape TownJob Location: Western Cape, Cape TownDeadline: April 14, 2025Position OverviewWe are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess...

  • Financial Advisor

    1 day ago


    Cape Town, Western Cape, South Africa Headhunters Full time

    Description Our client, an accredited Old Mutual Franchise, is looking to employ Financial Advisors to their team, to provide financial advice, recommendations, plans and solutions to their clients.This role offers flexible work options: office-based, hybrid, or fully remote.Requirements:Education and Certification:Matric.Regulatory Examination (RE5)...


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

    We are looking for a highly skilled Strategic Accountant - Logistics to join our team at CA Financial Appointments. The successful candidate will have extensive knowledge of financial analysis and management, as well as excellent communication skills.The Strategic Accountant - Logistics will work closely with the CFO to develop and implement financial...


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

    Job title : Aspiring Financial Advisor (Bellville)Job Location : Western Cape, BellvilleDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...


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

    Job title : Associate Financial Advisor (Cape Town)Job Location : Western Cape, Cape TownDeadline : April 04, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...


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

    Job title : Associate Financial Advisor - Cape TownJob Location : Western Cape, Cape TownDeadline : April 06, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...


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

    Job title : Associate Financial Advisor (Claremont)Job Location : Western Cape, Cape TownDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...


  • Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Career Opportunities at Origin Financial GroupWe are seeking a dynamic and results-driven professional to manage and expand our client base in a sustainable, profitable, and ethical manner.Duties and Responsibilities:The role is divided into three key areas:Client Liaisons and Advisory Responsibilities:Provide risk management and short-term insurance advice...