Expert Financial Planning and Advisory Role

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...

Company OverviewAt Accounting and Financial Advisory Ltd, we require the expertise of a skilled professional to assist our clients in drafting their financial statements for submission to their auditors. Our team provides high-quality services that meet the needs of our clients.

Lonfin Wealth Offers Opportunity for Experienced AdvisorsWe strive to grow and excel in the financial services sector.Essential Skills:Minimum 2 years of work experience in the financial services fieldCompleted essential training and certifications (RE5 & Class of Business)Ongoing engagement in professional development activitiesPermanent residency in the...

About the RoleThe Recruitment Council is seeking a highly skilled Financial Planning Expert to join our team.The successful candidate will have a deep understanding of life insurance and financial services, with strong business performance acumen.The key responsibilities of this role include:Leading the preparation and review of monthly performance updates...

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...

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,...

About the RoleThe Wealth Management Advisor will be responsible for providing expert financial planning and advisory services to clients. The ideal candidate will have a strong background in finance, excellent communication skills, and a passion for delivering exceptional client service.ResponsibilitiesConduct thorough financial assessments to identify areas...

Job Overview:We are seeking an experienced Finance and HR Manager to join our team at CA Financial Appointments. As a trusted advisor to the CEO and Board members, you will provide strategic financial guidance, ensure regulatory compliance, and drive business growth through effective HR practices.Key Responsibilities:Financial Advisory: Offer expert...

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...

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...

We are seeking a highly skilled Short-term Risk Advisor to join our team at Origin Financial Group.The role includes managing a selected portfolio of existing clients, providing risk management and short-term insurance advice.Key Responsibilities:The successful candidate will be responsible for:Client Liaisons and Advisory Responsibilities:Provide risk...

Spatial Planning Director RoleWe are seeking a highly motivated and experienced professional to fill the role of Spatial Planning Director. In this position, you will be responsible for leading the provincial spatial planning function, ensuring effective strategic coordination of provincial and strategic spatial planning policy formulation, review, and...

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...

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,...

Job DescriptionThe successful candidate will be responsible for preparing financial statements using Draftworx or CaseWare. This will involve importing trial balances, mapping and linking trial balances, creating lead schedules, and inserting new content. The candidate will also be responsible for drafting and balancing consolidated annual financial...

About the Role: We are recruiting a highly experienced Group Financial Manager to join our team. The successful candidate will be responsible for overseeing financial planning and analysis, ensuring effective cash flow management, and driving business growth through strategic financial decisions.The ideal candidate will possess strong leadership skills, with...

Job DescriptionOasis Crescent is seeking a skilled Financial Advisor to join our team.We are a leading investment company dedicated to delivering exceptional financial solutions to our clients. Our team of professionals is committed to providing personalized advice and comprehensive investment strategies.Provide expert financial planning and advisory...

We are seeking an experienced Accounting Operations Director to join our team. In this role, you will be responsible for leading all financial operations, including financial planning, budgeting, and forecasting. You will also oversee the implementation of financial tools and systems, as well as manage tax compliance and reporting.Key qualifications for this...

We are on the hunt for a skilled Sanlam Financial Planning Specialist to join our dynamic team at Sanlam Limited. As a vital component of our advisory services, you will work closely with clients to assess their financial needs and develop comprehensive plans to achieve their goals.Essential Skills and Qualifications:Strong foundation in financial...

Job title : Senior Accountant Cape Town (Fixed Term Contract)Job Location : Western Cape, Cape TownDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries Responsibilities:Oversee day-to-day accounting operations, including accounts payable, accounts receivable, and general ledger maintenance Prepare and analyze financial...