Financial Planning Expert

Job OverviewSantam Re & International, a leading treaty underwriter, seeks a seasoned financial expert to join its team. As a Senior Financial Manager, you will be responsible for driving financial planning and analysis, budgeting support, performance tracking, and reporting.Key ResponsibilitiesDevelop and implement financial planning and analysis strategies...

Company OverviewWe are a leading financial services group dedicated to helping individuals achieve their long-term financial goals. Our team of experts is committed to providing personalized advice and solutions that cater to our clients' unique needs.

Financial Planning and Advisory ExpertThis senior role involves providing expert financial planning and advisory services to high-net-worth individuals and businesses. You will utilize your extensive knowledge of financial markets and regulatory environments to deliver tailored solutions that meet the unique needs of clients.Your key responsibilities will...

CA Financial Appointments is seeking a detail-oriented Financial Planning Specialist to join our established logistics operation in Cape Town. The successful individual will work directly with the CFO to drive financial strategy and business performance.The ideal candidate will be an analytical thinker who thrives under pressure and can skillfully balance...

Paraplanning Expert (12-Month Contract)Overview:We are seeking a highly skilled and experienced Paraplanning Expert to join our team at Headhunters. As a Paraplanning Expert, you will be responsible for supporting our Financial Planning Partners in delivering exceptional client service.Key Responsibilities:Client Data Management:Record client data in CRM...

Grow Your Career with Lonfin Wealth's Financial Advisory TeamWe seek experienced advisors to join our team in the Western Cape Region.Qualifications and Experience:Minimum 2 years of experience working in the financial services sectorRelevant training and certifications (RE5 & Class of Business)Ongoing commitment to personal and professional...

Job DescriptionThe successful candidate will have a proven track record in financial planning and analysis, financial processing and reporting, cash flow management, risk management and internal controls, team leadership and development, strategic planning and projects, and tax planning and compliance.

Capture the Future with UsWe're on the hunt for a Financial Planning Specialist to revolutionize our financial reporting and planning process. As a forward-thinking financial expert, you'll be responsible for leveraging your analytical skills to predict the company's financial future and identify areas for improvement.The ideal candidate will have 5-8 years...

Job DescriptionThe role of Senior Financial Adviser involves providing expert advice to clients on a wide range of financial products and services. This includes assessing their financial needs, creating customized financial plans, and implementing solutions that meet their goals and objectives.You will be responsible for managing a portfolio of clients,...

Company OverviewBrown-Forman Corporation is a leading global spirits company with a rich history of innovation and excellence. Our portfolio includes iconic brands such as Jack Daniel's, Finlandia, and Korbel.We are committed to building great brands and creating value for our customers, employees, and shareholders. Our team members are passionate about...

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...

At Absa Bank, we are looking for a seasoned Wealth Manager to join our fast-growing team of financial professionals. As a key member of our organization, you will be responsible for transforming the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.Fully registered with relevant financial...

Company OverviewOld Mutual is a leading insurance company in Africa, driven by a passion to help its customers achieve their lifetime goals.The company's diverse talent reflects the African opportunity and commitment to excellence in the financial services industry.

Company DescriptionStandard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals to businesses of all sizes,...

Transform Your Career in Financial PlanningTumaini's mission is to provide ambitious financial planners with an unparalleled opportunity to revolutionize their careers. As a leading Property Investment Group in South Africa, we offer a unique market advantage that sets us apart from traditional products.Our Unique Market Advantage:Up to 10X higher commission...

About the RoleWe are searching for a highly skilled Financial Services Professional to provide expert financial guidance to our clients.The ideal candidate will possess a strong background in financial planning, necessary certifications, and a commitment to client-centric service.Develop and implement comprehensive financial plans and strategies,...

**Job Overview:**Communicate Recruitment is seeking a highly skilled Financial Expert to join our team. As an experienced Accountant, you will play a key role in maintaining accurate and up-to-date financial records.Key Responsibilities:Maintain accurate and up-to-date financial records, including reconciling sub-ledgers to the general ledger.Complete...

At Sanlam Limited, we are committed to providing exceptional financial services that cater to the diverse needs of our clients. As a Sanlam Financial Adviser, you will play a pivotal role in delivering high-quality financial advice and planning solutions to new and existing clients.Key Responsibilities:Provide expert financial advice and support to clients...

As a Financial Planning Specialist at PartnerUp (Pty) Ltd, you will play a critical role in supporting our Financial Planning Partners in delivering exceptional client experiences.Key Responsibilities:Data Management: Manage and maintain accurate and complete client data on our internal CRM software applications, ensuring seamless integration with our...

TP City of Cape Town, Western Cape, South AfricaHead of Financial Planning & AnalysisJob Title: Head of Financial Planning & Analysis (FP&A), TP UKISSA GroupReports To: Finance DirectorDepartment: FinanceRole Overview:The Head of Financial Planning & Analysis (FP&A) for TP UKISSA Group is a senior leadership role responsible for overseeing all financial...