Financial Planning Coordinator

1 day ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Title: Financial Planning Coordinator

We are looking for a highly organized and detail-oriented Financial Planning Coordinator to join our team at The Recruitment Council. As a Financial Planning Coordinator, you will assist in client onboarding, prepare financial plans, and conduct detailed financial analyses.

The ideal candidate will have experience in financial planning, para-planning, or a related field, with a strong understanding of investment products, insurance, tax planning, and retirement strategies. You will work closely with the financial planning team to enhance the client review process and ensure all client-facing documents are accurate and compliant.

Key Responsibilities:

  • Assist in client onboarding, including gathering necessary documentation and information.
  • Support Financial Planners by preparing financial plans and conducting detailed financial analyses.
  • Enhance the client review process and ensure all client-facing documents are accurate and compliant.

Requirements:

  • At least 3 years of experience in financial planning, para-planning, or a related role within the financial services industry.
  • Strong understanding of investment products, insurance, tax planning, and retirement strategies.
  • Excellent problem-solving, analytical, and research skills.

Salary:$90,000 - $120,000 per annum, depending on experience.



  • Johannesburg, Gauteng, South Africa The Financial Planning Institute Full time

    About The RoleWe are seeking a highly skilled and experienced Senior Human Resources Professional to join our team at The Financial Planning Institute. This is an excellent opportunity for a motivated individual to contribute to the success of our organization by providing expert HR support and guidance.Job SummaryThe successful candidate will be responsible...


  • Johannesburg, Gauteng, South Africa CA Financial Appointments Full time

    Job Title : FP&A AnalystA CA Financial Appointments opportunity for a highly skilled and motivated FP&A Analyst to join our team in Gauteng, Johannesburg.Estimated Salary: R550 000 - R700 000 per annum.About the Role:Financial Modelling: Assist in developing and maintaining the company's financial models, forecasts, and budgets to ensure accurate and timely...


  • Johannesburg, Gauteng, South Africa Growth House Full time

    Job TitleFinancial Planning AssociateAbout the RoleWe are seeking a highly skilled Financial Planning Associate to join our team at Growth House. In this role, you will assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.The ideal candidate will have a bachelor's degree in finance,...


  • Johannesburg, Gauteng, South Africa Information Regulator SA Full time

    Job Title: Senior Financial Planning ManagerCompany Overview:We are seeking a highly skilled and experienced Senior Financial Planning Manager to join our team at Information Regulator SA. As a key member of our finance department, you will be responsible for managing the financial planning, budgeting, and reporting processes for our organization.Estimated...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Key ResponsibilitiesFinance Expertise: Lead financial processes in Business Central 365 software to ensure seamless operations and informed decision-making.Cost Management: Oversee project costing, vendor payments, and fixed asset control to optimize financial performance and mitigate risks.Collaborative Partner: Support business development by coordinating...

  • Business Analyst

    1 month ago


    Johannesburg, Gauteng, South Africa Growth House Full time

    Job SummaryGrowth House is seeking an experienced Business Analyst - Financial Planning to join our team. This role is responsible for supporting financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.Key ResponsibilitiesClient Support: Assist financial advisors in preparing and maintaining client...


  • Johannesburg, Gauteng, South Africa Nedbank Full time

    **Job Title:** Financial Planning SpecialistLocation: Gauteng, JohannesburgAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at Nedbank.Job Responsibilities:Develop and implement comprehensive financial plans for clients: Analyze clients' financial statuses to determine their expenses, income, insurance coverage,...


  • Johannesburg, Gauteng, South Africa Nedbank Full time

    Job OverviewNedbank is seeking a highly skilled Financial Planning Specialist to join our team in Gauteng. As a key member of our sales team, you will be responsible for providing financial expertise and wealth creation advice to clients.Key ResponsibilitiesAnalyse clients' financial statuses to determine their expenses, income, insurance coverage, financial...


  • Johannesburg, Gauteng, South Africa Finding Personnel (Pty) Ltd Full time

    Job Title: Financial Planning SpecialistAbout Us:Finding Personnel (Pty) Ltd is a dynamic company seeking highly motivated individuals to join our team as Financial Advisors. Our focus is on providing exceptional financial services and empowering advisors to reach their full potential.Compensation Package:We offer a competitive salary range of R300,000 -...


  • Johannesburg, Gauteng, South Africa Avon Full time

    Join Avon as a highly skilled Financial Planning and Analysis (FP&A) professional, leveraging your expertise to drive business growth and success.About the RoleWe are seeking an experienced FP&A leader to join our team in Gauteng, Johannesburg. This role will play a critical part in supporting the development of new reporting models and analytical tools to...


  • Johannesburg, Gauteng, South Africa Dynexity Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Dynexity.Job SummaryThe successful candidate will be responsible for developing and implementing financial plans, managing budgets, and ensuring effective cash flow forecasting. They will also be responsible for preparing and reviewing annual financial statements and audit...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Job Title: Financial Planning ExpertAbout the Role:The Network Recruitment team is seeking a highly skilled and motivated Financial Planning Expert to support their client's Financial Manager. This role is ideal for an experienced professional with a strong background in management accounting, who is looking to contribute to the financial success of a...


  • Johannesburg, Gauteng, South Africa Liberty Standard Bank Group Full time

    Are you a skilled Financial Advisor looking to take your career to the next level? Liberty Standard Bank Group is seeking an experienced and qualified Financial Planning Specialist to join our team.About UsWe are an industry leader within the financial services sector, dedicated to providing top-notch advice to our clients. Our ideal candidate will have at...


  • Johannesburg, Gauteng, South Africa African Ambition Full time

    African Ambition is seeking a skilled Financial Planning Professional to play a crucial role in helping individuals and businesses achieve their financial goals.The ideal candidate will have a proven track record of accomplishment in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.Key...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job SummaryThis is a highly rewarding role for a seasoned financial professional with expertise in strategic financial planning, wealth management, and investment advising. The successful candidate will excel in building trusting relationships with clients, fostering long-term connections, and guiding them through comprehensive financial solutions.Key...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About The RoleWe are seeking a skilled Financial Planning Strategist to join our team at The Recruitment Council.Job OverviewThis role is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies.Key Responsibilities:Strategic Financial Planning: Provide expert...


  • Johannesburg, Gauteng, South Africa The Recruitment People Full time

    The Recruitment People is seeking a skilled Financial Planning Manager to join our team. The ideal candidate will have a minimum of 6 years of experience in accounting and be proficient in Excel.About the Role:The successful candidate will be responsible for financial planning, analysis, and report writing. Key responsibilities include:Developing and...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    OverviewIn the dynamic world of FMCG, where innovation meets excellence, Network Recruitment is seeking a seasoned Financial Controller to oversee the financial health of their operations. This role focuses on financial reporting, strategic planning, and ensuring compliance while driving profitability in a fast-paced environment.Job SummaryThe ideal...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    **About Network Recruitment**We are a leading recruitment agency dedicated to connecting talented professionals with exciting career opportunities.About the RoleWe are currently seeking an experienced Financial Planning Specialist to join our team. As a key member of our corporate finance division, you will play a crucial role in supporting clients across...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a highly skilled Financial Planning Specialist to join our team. This role requires expertise in establishing financial goals and budgeting for future needs.The ideal candidate will have a strong background in finance, with a BCom in Finance and SAIPA articles. A minimum of 8 years experience, including 4 years in management,...