Financial Planning Associate

A client-centric investment management team seeks a Financial Services Associate to join their stable and experienced team based in the Southern Suburbs of Cape Town.You'll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment...

At Rory Mackie & Associates, we are seeking a highly skilled Financial Planning Coordinator to join our team. This is an excellent opportunity for individuals who wish to pursue a career in financial services and contribute to the success of our clients.About Our ClientOur client, Rory Mackie & Associates, is a reputable Wealth Management firm dedicated to...

Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at Rory Mackie & Associates.About UsRory Mackie & Associates is a small Wealth Management firm dedicated to providing tailored advice and comprehensive financial planning services to our clients. Our mission is to help clients achieve long-term financial security through...

Job OverviewRory Mackie & Associates is a reputable Wealth Management firm dedicated to delivering tailored advice and comprehensive financial planning services to clients.We are seeking an experienced Financial Planning Support Specialist to join our team. This key role will play a crucial part in supporting our financial planners with technical financial...

**Transaction Operations Associate Job Description:**CA Financial Appointments is a leading provider of financial services, and we're seeking an experienced Transaction Operations Associate to join our team. As a key member of our finance team, you will play a critical role in ensuring the smooth execution of transactions.You will work closely with our...

Job DescriptionWe are seeking a skilled Financial Planning Analyst to join our team at Rory Mackie & Associates. As a key member of our Wealth Management team, you will play a crucial role in supporting our financial planners with technical financial planning analysis, preparing client reviews, and providing high-quality financial advice and service.The...

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...

Are you interested in a challenging role within the insurance industry? Origin Financial Group is currently seeking an Insurance Risk Management Associate to join their team.About the RoleThis is an exciting opportunity for a recent graduate or someone looking to transition into a career in insurance risk management. As an Insurance Risk Management...

Job Description:We are seeking a Chartered Management Accountant to join our team as a Senior CIMA Clerk. The successful candidate will assist with monthly management reporting, financial planning and analysis, and project costing.About the Role:Assist in the preparation of the monthly management reporting packAssist with financial planning and...

Job Title: Senior Financial Planning SpecialistJob Summary: We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Rory Mackie & Associates. This role will provide critical support to our financial planners, assisting with technical financial planning analysis, client reviews, and financial plans.Key Responsibilities:Draft...

An exciting opportunity is available for a Chartered Management Accountant to join CA Financial Appointments and continue their career in financial planning and analysis. The ideal candidate will have experience in managing multiple tasks in a fast-paced environment, with a strong attention to detail and excellent problem-solving...

Rory Mackie & Associates, a leading Private Bank and Wealth Manager, is seeking a dynamic Junior Financial Advisor to join their team. This exciting opportunity will see you working closely with senior advisors to provide top-notch financial advice to high net worth clients.Responsibilities:You will be responsible for assisting senior advisors in providing...

Benefits:We offer a competitive salary package, excellent benefits, and opportunities for career growth and development.About the Company:Set Consulting is a leading consulting firm based in Cape Town, providing expert services to various clients across different industries.We are proud to be associated with a leading listed global FMCG Group, considered an...

About the RoleWe are seeking a highly skilled Financial Operations Associate to join our team at Elite Search and Selection. As a key member of our finance department, you will be responsible for managing and monitoring accounts receivable ledgers, processing and reconciling invoices in a timely manner, and communicating with clients to resolve billing...

Job Title: Financial Planning SpecialistAbout HR Genie: We are a global financial services company seeking a skilled Paraplanner to join our team of professionals.Job Summary:The ideal candidate will be responsible for providing support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. This includes detailed...

Job Summary:The Front Desk Associate at Numeral Financial Services Group plays a vital role in delivering exceptional guest experiences, serving as the primary point of contact for visitors and ensuring a seamless stay.Key Responsibilities:Guest InteractionWelcome guests warmly, providing a professional and courteous demeanor during check-in and check-out...

At HR Genie, we are seeking a highly skilled Financial Planning Specialist to join our team of professionals in Century City, Cape Town.We offer a competitive salary range of R360 000 - R420 000 Gross Per Annum, plus benefits, for this exciting opportunity.**Job Description:**As a Financial Planning Specialist, you will provide support to the Senior Private...

 **Job Summary**We are looking for a highly skilled Financial Planning Expert to join our team at HR Genie in Century City, Cape Town. As a Financial Planning Expert, you will provide support to the Senior Private Wealth Manager in developing and maintaining client financial plans. Key Responsibilities:Assisting the Senior Private Wealth Manager in...

Job DescriptionThe Financial Planning Specialist will be responsible for developing and maintaining financial models, budgets, and forecasts. This individual will work closely with the sales teams to provide financial analysis and support, and will also develop and implement financial planning processes.About the RoleThis is an exciting opportunity to join...

Job SummaryWe are seeking a highly skilled Financial Management Associate to join our team at Communicate Recruitment. As an experienced accounting professional, you will play a key role in managing the company's financial operations, ensuring accuracy and efficiency in all aspects of financial management.Key Responsibilities:Record general ledger...