Financial Planning Expert Johannesburg

4 days ago


Johannesburg, Gauteng, South Africa Secondments Full time

Job Description

We are seeking a skilled Investment Specialist to join our team in Johannesburg. The successful candidate will be responsible for conducting unitisation and cash flow management of client/member funds, as well as completing associated reporting.

Duties & Responsibilities

  1. Cash Flow Management: Monitor the cash flow of client/member funds to ensure timely and accurate payments.
  2. Unitisation Process: Complete the unitisation process for client/member funds, ensuring all necessary documentation is in order.
  3. Reporting: Compile and submit reported feedback to stakeholders.
  4. Stakeholder Collaboration: Collaborate with internal and external stakeholders to ensure seamless communication and project execution.
  5. Governance & Compliance: Ensure adherence to governance and compliance regulations, maintaining the integrity of client/member funds.

Desired Experience & Qualifications:

  1. Bachelor of Commerce degree or Diploma in Economics/Finance (NQF7).
  2. 3-5 years of experience in investment administration with exposure to unitisation.
  3. Strong numerical ability and attention to detail.
  4. Able to handle large quantities of data, interpreting and analysing information effectively.

This role requires a high level of technical skill, combined with excellent communication and interpersonal skills. If you have a passion for financial planning and operations, and a strong desire to work in a dynamic and challenging environment, we encourage you to apply for this exciting opportunity.



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