Financial Planning Specialist

Role OverviewWe are seeking a dynamic and results-driven individual to join our team as a Financial Planning Specialist. In this role, you will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans...

At Rooftop Recruitment, we are seeking a seasoned Financial Planning Specialist to join our team in Cape Town.About the Role:Strategic Planning: Develop and implement comprehensive financial strategies to drive business growth and profitability.Financial Analysis: Conduct thorough financial analysis to identify trends, opportunities, and risks, providing...

We are seeking a self-motivated and dynamic individual to join our team as a Financial Planning Specialist. This role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending solutions.The ideal candidate will have a Bachelors Degree (B) and High School...

Job Description:We are seeking a highly skilled Financial Planning Specialist to join our team at Network Recruitment. This is an exciting opportunity for a detail-oriented and commercially-minded professional to play a key role in financial planning, performance analysis, and cost management.Responsibilities:Prepare budgets, forecasts, and financial models...

We are seeking a highly skilled and experienced Financial Planning Specialist to join our dynamic team at Oasis.Job OverviewThe ideal candidate will possess a strong background in financial planning, be certified in relevant areas, and demonstrate exceptional client-centric skills.Key ResponsibilitiesDevelop and implement comprehensive financial plans...

Network Recruitment has an opening for a talented Financial Planning Specialist to work in the northern suburbs of Cape Town. As a key member of the team, you will be responsible for budgeting and forecasting, inventory reconciliations and counts, and full financial reporting function.You will also manage the cashbook reconciliation, analyze expenses, and...

Job DescriptionIcon Oncology is seeking an experienced Financial Planning & Analysis (FP&A) Specialist to join our finance team. The successful candidate will be responsible for overseeing financial consolidation, management accounts, and financial reporting while ensuring compliance with IFRS standards.Key ResponsibilitiesOversee and manage the...

As a Strategic Financial Operations Manager at CA Financial Appointments, you will oversee financial operations for both general financial management activities and specific projects.Your responsibilities will include:Managing financial data, ensuring accurate recording of customer order-related costs, and applying IFRS15 principles to all sales...

Boss Consult's advisory services manager role offers a unique opportunity to work with a dynamic and supportive team. As a financial planning specialist, you'll be responsible for providing expert advice and guidance to clients, while also benefiting from our comprehensive support package.Our company overview highlights the key benefits of working with us,...

Job DescriptionWe are seeking a highly skilled Financial Leadership Specialist to join our team. In this role, you will be required to provide comprehensive support to the senior-tier finance team at Head Office.Key Responsibilities:Financial Analysis and Reporting: Ensure efficient financial analysis, reporting, planning and control of all entities in the...

About the RoleWe are seeking a Financial Planning Specialist to join our team at Platinum Talent ZA. As a Long Term Financial Advisor, you will be responsible for delivering comprehensive long-term financial advice to clients, meeting regulatory standards.The ideal candidate will have a strong understanding of the financial services sector and be able to...

About UsOld Mutual is a leading insurance company in Africa, dedicated to helping individuals and families achieve their financial goals.We are committed to fostering a diverse and inclusive work environment that reflects the African spirit.The role of a Financial Planning Specialist involves identifying customers' financial needs and providing tailored...

Job Description:We are seeking a skilled Financial Planning Specialist to join our team at The Talent Experts. As a key member of our Wealth Management division, you will play a pivotal role in delivering exceptional service to high-net-worth clients and driving business growth.About the Role:- Present ideal solutions to clients- Acquire new business-...

We are looking for a highly skilled Senior Financial Accountant to join our client's finance team on a short-term contract basis. In this role, you will oversee the accounting, reporting, and internal control functions of the finance department.This position requires the ability to ensure statutory compliance and manage the accounting, reporting, and control...

Job OverviewAquarius Specialist Recruitment is recruiting a Financial Markets Specialist to support our client's asset management activities.The successful candidate will be responsible for creating narratives using market data, fund performance information, and business strategies to effectively communicate insights to clients and internal stakeholders.Key...

Company OverviewWe are a forward-thinking company that values collaboration and creativity.Job SummaryWe are seeking a Chief Financial Planning Specialist to join our finance team. The successful candidate will be responsible for analyzing unexpected discrepancies in the profit and loss statement, ensuring all expenses and revenues are accurately recorded...

Icon Oncology is seeking an experienced Financial Planning & Analysis (FP&A) Specialist to join our finance team. The successful candidate will be responsible for overseeing financial consolidation, management accounts, and financial reporting while ensuring compliance with IFRS standards. This role requires strong analytical skills, financial modelling...

Aquarius Specialist Recruitment is seeking a Financial Services Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as such you have...

About the RoleThe Building Company is seeking a highly skilled Financial Planning Specialist to join our Shared Services team in Cape Town.This exciting opportunity allows you to utilize your expertise in financial planning and budgeting to drive business growth and efficiency within our organization.As a key member of our team, you will be responsible for...

The Retail Financial Specialist will play a key role in supporting the finance team at CA Financial Appointments in Cape Town. The ideal candidate will have a strong understanding of accounting principles and be able to prepare, record, and process financial transactions accurately.Key Responsibilities:Manage and maintain accurate financial recordsAnalyze...