Financial Planning Manager
1 week ago
Nedbank Financial Planning is seeking a talented professional to join our team as a Financial Planning Manager.
Key Responsibilities- Mentor and supervise Financial Planners to ensure their growth and development, aligning with regulatory and business requirements.
- Identify training courses and career progression opportunities for self and team members.
- Ensure all personal and team development plan activities are completed within specified timeframes.
- Build talent pipelines of Financial Planners to ensure growth and manage resource risks.
- Share knowledge and industry trends with team members and stakeholders during formal and informal interactions.
Requirements:
- Matric / Grade 12 / National Senior Certificate
- Professional Qualifications / Honour's Degree
- Relevant RE1 and 5 and Key Individual qualifications (CAT 1) and CFP (or working towards)
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Financial Planning Specialist
3 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...
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Senior Financial Planning Manager
6 hours ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeExciting opportunity for a Senior Financial Planning Manager at CA Financial Appointments in Cape Town.We are seeking a highly skilled and experienced Financial Services Leader to join our team.Maintain the full financial function of the company.Conduct monthly reviews of financial reports and key controls within the control environment.Prepare tax returns...
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Financial Planning Specialist
1 month ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeFinancial Planning SpecialistCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clientsConduct thorough...
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Financial Planning and Analysis Manager
4 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeDynamic Financial Services Team Seeks Management AccountantCA Financial Appointments is seeking a proactive and confident Management Accountant to join their finance team. This exciting role sits within the shared services team for a group of entities, who are proactive and forward-thinking and who offer a flexible hybrid working model and a great working...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeFinancial Analyst Job DescriptionCA Financial Appointments is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to our clients.Key Responsibilities:Assist in the preparation of annual budgets and quarterly forecastsAnalyze...
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Financial Planning Specialist
2 months ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeFinancial Planning Role at Cross Wealth Financial Services**Job Summary**As a Personal Finance Consultant at Cross Wealth Financial Services, you will be responsible for providing expert financial planning and guidance to clients.**Key Responsibilities:*** Develop customized financial strategies to help clients achieve their goals* Analyze financial data to...
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Financial Planning Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeJob SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...
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Financial Manager: Strategic Financial Planning
2 months ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full time**Job Summary**CA Financial Appointments is seeking a highly skilled Financial Manager to join our team. The ideal candidate will have a strong background in financial management, with a focus on management reporting and analysis.**Key Responsibilities****Expense Reporting**: Consolidate and analyze expense reports, including corporate expense reporting and...
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Financial Planning and Analysis Specialist
4 weeks ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at CA Financial Appointments. As a Management Accountant, you will play a critical role in ensuring the accuracy and reliability of our company's financial information. Your attention to detail and analytical skills will be essential in supporting our organisation in...
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Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a highly skilled Financial Manager to join their team. This role offers an excellent opportunity for a qualified individual to utilise their skills in management reporting, budgeting and forecasting within a dynamic financial services environment.Estimated Salary: £80,000 - £100,000 per annumJob DescriptionCompany...
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Financial Manager
1 month ago
Cape Town, Western Cape, South Africa GG Financial Recruitment Full timeJob Title: Financial ManagerWe are seeking a highly skilled and experienced Financial Manager to join our team at GG Financial Recruitment. As a Financial Manager, you will be responsible for overseeing the financial operations of the company, ensuring accurate financial reporting, and providing strategic financial guidance to the management team.Key...
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Financial Manager: Management Reporting
1 month ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeFinancial Manager Job DescriptionCA Financial Appointments is seeking a highly skilled Financial Manager to join their team. The ideal candidate will have a strong background in financial reporting, with a focus on management reporting, expense reporting, and budgeting.Key Responsibilities:Develop and implement financial reporting systems to provide accurate...
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Financial Planning and Strategy Manager
1 month ago
Cape Town, Western Cape, South Africa Communicate Recruitment Full timeFinancial Planning and AnalysisWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at Communicate Recruitment. The successful candidate will be responsible for developing and implementing financial plans, analyzing financial data, and providing strategic recommendations to senior management.Key...
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Financial Planning and Reporting Manager
4 weeks ago
Cape Town, Western Cape, South Africa TFG Finance and Advisory Full timeJob Title: Planning and Management Reporting ManagerAt TFG Finance and Advisory, we are seeking a highly skilled Planning and Management Reporting Manager to join our team.Job SummaryThe Planning and Management Reporting Manager will be responsible for providing insightful financial analysis and reporting to senior management, enabling strategic...
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Financial Planning Specialist
2 months ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at The Recruitment Council. As a key member of our Wealth Management team, you will provide technical support and expertise to our Wealth Managers and clients.Key ResponsibilitiesProvide technical input to Wealth Managers on complex financial planning casesPrepare...
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Financial Planning Specialist
2 weeks ago
Cape Town, Western Cape, South Africa Humankind Group Full timeFinancial Planning Consultant OpportunityAt Humankind Group, we are seeking an experienced Financial Planning Consultant to join our team. This exciting opportunity allows the successful candidate to utilize their skills and expertise in financial planning to drive business growth.Key Responsibilities:• Develop and implement effective financial planning...
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Financial Planning and Reporting Manager
1 month ago
Cape Town, Western Cape, South Africa TFG Finance and Advisory Full timeJob Title: Planning and Management Reporting ManagerAt TFG Finance and Advisory, we are seeking a highly skilled Planning and Management Reporting Manager to join our team. This role is responsible for providing insightful financial analysis and reporting to support strategic decision-making.Key Responsibilities:Develop and maintain financial models and...
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Financial Planning Assistant
1 month ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob Title: ParaplannerAt Rory Mackie & Associates, we are seeking a highly skilled and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planners with technical financial planning analysis, preparing client reviews, and developing financial plans and recommendations.Key...
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Financial Planning Assistant
4 weeks ago
Cape Town, Western Cape, South Africa Vito Solutions Full timeJob Title: Paraplanner (Junior - Mid)Company: Vito SolutionsLocation: Tyger Valley, Cape TownJob Type: PermanentWorking Model: Onsite, 5 days per weekJob OverviewAs a Paraplanner (Junior - Mid) at Vito Solutions, you will provide technical and administrative financial planning support to advisors and senior management. Your primary responsibilities will...
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Financial Planning and Reporting Manager
2 months ago
Cape Town, Western Cape, South Africa TFG Finance and Advisory Full timeJob Title: Planning and Management Reporting ManagerAt TFG Finance and Advisory, we are seeking a highly skilled Planning and Management Reporting Manager to join our team. As a key member of our Finance COE, you will play a critical role in providing insightful financial analysis and reporting to support business decision-making.Key Responsibilities:Develop...