Senior Financial Planning Expert

1 week ago


Cape Town, Western Cape, South Africa Elite Search Full time
About the Role

We are seeking an experienced Senior Financial Planning Expert to join our team at Elite Search.



  • Cape Town, Western Cape, South Africa EDF Renewables Full time

    Job Summary: We are seeking a highly skilled Strategic Financial Planning Expert to join our team at EDF Renewables. This is an exciting opportunity for a seasoned financial professional to drive business growth and strategic decision-making.Key Responsibilities:Collaborate with senior management to develop and implement strategic financial plans that align...


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

    Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...


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

    Exciting opportunity for a Senior Financial Planning Manager at CA Financial Appointments in Cape Town.We are seeking a highly skilled and experienced Financial Services Leader to join our team.Maintain the full financial function of the company.Conduct monthly reviews of financial reports and key controls within the control environment.Prepare tax returns...


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

    We are seeking a highly skilled Senior Financial Strategist to join our team at Cross Wealth Financial Services. This role will involve providing expert financial planning and advice to clients, helping them achieve their long-term financial goals.The ideal candidate will have a deep understanding of personal finance, investments, and retirement planning....


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Job Title:Senior Financial Planning SpecialistJob Description:Rory Mackie & Associates is seeking a skilled Senior Financial Planning Specialist to join our team. This role will involve providing expert financial advice to our clients, focusing on life risk and investments products.Key Responsibilities:Conduct comprehensive financial analyses to understand...


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

    Grow Your Career as a Senior Financial Planning ProfessionalWe are seeking an experienced and skilled Senior Financial Planning Professional to join our team at Liberty Standard Bank Group.About the RoleAs a Senior Financial Planning Professional, you will play a key role in helping our clients achieve their financial goals. You will be responsible for...


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

    A Rewarding Career Opportunity in Financial ServicesOld Mutual is a leading insurance company that believes in the African opportunity and has a diverse talent pool to reflect this.We are seeking highly motivated and dynamic individuals who possess a strong entrepreneurial spirit to join our team.The role involves championing valued customers to achieve...


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

    CA Financial Appointments is seeking a highly skilled Financial Reporting Expert to join their team in Cape Town. This role presents an exciting opportunity to leverage strong Tax, IFRS and Reporting skills in a leading manufacturing company.About the RoleWe are offering a competitive salary of R600,000 per annum for this position. If you have a passion for...


  • Cape Town, Western Cape, South Africa Goldman Tech Resourcing Full time

    **Job Title:** Senior Financial ExpertWe are seeking a skilled Senior Financial Expert to join our team at Goldman Tech Resourcing. The ideal candidate will have senior bookkeeping qualifications or studies and a BCom Accounting/Finance degree.Key Responsibilities:Manage multiple group companies and diverse tasks concurrently.Conduct financial reporting and...


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

    Job Summary: We are seeking an experienced Financial Planning Expert to join our team. As a key member of the financial department, you will be responsible for crucial involvement in everyday and month-end financial activities across multiple sub-processes.Key Responsibilities:Preparation of financial reports for the Board of Directors, head office, and...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group 2 Full time

    Job SummaryAt Liberty Standard Bank Group 2, we are seeking a skilled Senior Financial Planning Consultant to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Conduct in-depth financial assessments...


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

    CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Job Title: Financial Planning ExpertsAt Sagen Advisory, we are seeking passionate and skilled financial planners to join our team. Our client, based in Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities.Responsibilities:Source and meet potential clients to analyze their financial needs.Design personalized...


  • Cape Town, Western Cape, South Africa Anacin Recruitment Agency Full time

    We are seeking a seasoned Financial Expert to join our team at Anacin Recruitment Agency. This role requires an individual with expertise in strategic planning, financial analysis, and advisory services.**Key Responsibilities:**The successful candidate will provide expert guidance on financial matters, ensuring the company's financial health and growth. Key...


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

    CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...


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

    CA Financial Appointments is seeking a highly skilled Financial Manager to join their team. This role offers an excellent opportunity for a qualified individual to utilise their skills in management reporting, budgeting and forecasting within a dynamic financial services environment.Estimated Salary: £80,000 - £100,000 per annumJob DescriptionCompany...


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

    Senior Paraplanner RoleHR Genie is seeking an experienced Senior Paraplanner to support the Senior Private Wealth Manager in developing and maintaining client financial plans.This role requires a highly organized and skilled individual with excellent analytical and problem-solving abilities, strong communication skills, and the ability to work...


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

    About the RoleAs a seasoned Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.Your work will involve detailed research, analysis of clients' financial circumstances, and preparation of financial planning recommendations and reports.This role requires a strong understanding...

  • Financial Expert

    4 weeks ago


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

    Financial Expert RoleAt Communicate Recruitment, we are seeking a skilled Financial Expert to join our team. As a Financial Expert, you will be responsible for providing valuable insights on budgets and financial plans.Key Responsibilities:Review and analyze financial data to identify trends and areas for improvementDevelop and implement financial plans to...


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

    **Financial Migration Expert Role at Emporium** We are seeking a highly skilled Senior Financial Migration Expert to join our team at Emporium. As a key member of our financial services department, you will be responsible for ensuring seamless data migration and system integration for our clients. **Key Responsibilities:**Data Migration Specialist: You...