Financial Planning Professional

CA Financial Appointments, a leading recruitment agency in the Financial Services sector, is seeking highly motivated and experienced professionals to fill key roles within their organisation.Job DescriptionWe are currently looking for two dynamic Financial Controllers to join our team on a 6-month contract from April to September 2025 with a possibility of...

Accountability and ComplianceYou will be accountable for establishing and maintaining professional relationships with stakeholders, including clients, bank personnel, product providers, and adviser support staff. This includes participating in reciprocal leads activities and sales/pipeline meetings to identify opportunities for new or repeat business. You...

Financial Leadership OpportunityWe are seeking an experienced Financial Manager to join our client's finance team in Bellville. As a key member of the team, you will be responsible for providing financial leadership and strategic guidance to the organization.This includes developing and implementing financial plans and budgets, preparing monthly management...

We are looking for a highly skilled Professional in Financial Operations and Strategy to lead our financial management team. The ideal candidate will have a strong background in financial analysis, budgeting, and forecasting, as well as experience in managing financial audits and liaising with external auditors, tax advisors, and legal teams.Key...

At NCRCP 1332 and Iemas Insurance Brokers Pty, we are seeking a skilled Financial Advisor to join our team. This is an exciting opportunity for a motivated individual to excel in the financial services industry.The successful candidate will be responsible for marketing life assurance and funeral products within the Western Cape area. Key performance...

Delfin Financial Advisors is a holistic financial planning company that focuses on demystifying financial matters for clients. The company was founded in 2001 and has since grown to become a trusted partner in the industry.The Insurance Administrator role at Delfin Financial Advisors requires strong insurance and claims management skills, as well as finance...

The Apex Group is a leading global business, with a strong presence across 112 offices worldwide. As a financial professional, you will be part of a dynamic team that delivers high-quality services to clients globally.The role involves assisting with the preparation, review and reconciliation of monthly accruals and prepayments. You will also maintain fixed...

Company DescriptionDelfin Financial Advisors, based in Tyger Waterfront, Bellville, is a holistic financial planning company founded in 2001. The company focuses on demystifying financial matters for clients, providing clarity, and building strong, lifelong relationships to ensure clients' financial well-being is cared for.Role DescriptionThis is a full-time...

Datafin IT Recruitment seeks an experienced Financial and Compliance Manager to join our team. As a key member of the financial department, you will play a critical role in shaping the company's financial strategy and ensuring compliance with regulatory requirements.About the Role:Lead the financial team and drive business growth through strategic financial...

Working at Absa GroupAt Absa Group, we value diversity and inclusion, recognizing that our differences make us stronger. We strive to create an inclusive workplace culture that promotes respect, empathy, and understanding. As an employee, you will have access to ongoing training and development opportunities, enabling you to grow professionally and...

Job DescriptionWe are seeking a skilled Financial Services Specialist to join our team. As a key member of our Private Banking and Advisory Team, you will provide expert financial services advice to high-income clients.Key Responsibilities:Formulate proposals for cash management, risk needs, investment planning, estate planning, or other areas to help...

Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

Job OverviewWe are looking for an experienced Investment Advisor Professional to provide expert investment advice to high-net-worth individuals. As part of our Private Banking and Advisory Team, you will be responsible for formulating proposals and advising clients on various financial services.Key Skills and Qualifications:Relevant degree in Investment or...

Key Responsibilities:The Financial Manager will be responsible for:Managing the company's accounting records, ensuring accuracy and compliance with relevant laws and regulations.Developing and implementing financial plans, budgets, and forecasts.Providing financial guidance and support to the management team.Analyzing financial data and identifying areas for...

Job ResponsibilitiesConduct Financial Needs Analysis: Perform comprehensive financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored financial advice to meet both immediate and long-term financial...

Company OverviewHire Resolve is a leading Managing Agent in the Western Cape with a well-established reputation for delivering exceptional property management services since 1968.The successful candidate will be responsible for managing the full accounting function for a diverse portfolio of approximately 30 residential and commercial property clients.This...

Company OverviewWe are a forward-thinking organisation dedicated to excellence in finance. Our dynamic team is seeking a strategic thinker to oversee financial planning, analysis, and reporting.This key position will drive critical insights that support our company's growth and success. As a leader, you will inspire and guide your team, fostering a...

Financial Manager PositionOur client, a Fruit and Agriculture company that trades locally and internationally, offers a challenging opportunity for a dynamic Financial Manager who excels in a commercial, fast-paced environment.Duties & ResponsibilitiesKey Performance Areas (KPA's):KPA's will include (but are not limited to) the following essential...

We are seeking a Financial Service Executive to join our team of professionals who are dedicated to delivering high-quality financial services to our clients. As a key member of our team, you will be responsible for managing a portfolio of affluent clients and collaborating with a team of Private Bankers to identify new client opportunities and grow existing...

Hertex FABRICS is a renowned supplier of high-quality fabrics, rugs, wallpaper, and homeware for both local and international markets. Since its inception in 1987 as a humble Cape Town showroom, the company has grown into 15 nationwide showrooms with more on the horizon. At Hertex, we value excellence in everything we do. Our family-run business fosters a...