Current jobs related to Financial Planning Specialist - Cape Town, Western Cape - CA Financial Appointments

  • Financial Planning Specialist

    5 days ago

    Cape Town, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full time

    We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Exceed Human Resource Consultants Ltd. This role is responsible for providing exceptional financial planning and management services to our clients.Job DescriptionThe Financial Planning Specialist will be responsible for:Preparing and managing financial plans,...

  • Financial Planning Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa Time Personnel Full time

    Job DescriptionThe Financial Planning Specialist will be responsible for developing and maintaining financial models, budgets, and forecasts. This individual will work closely with the sales teams to provide financial analysis and support, and will also develop and implement financial planning processes.About the RoleThis is an exciting opportunity to join...

  • Financial Planning Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job Title: Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team at Network Recruitment.About the Role:We offer a competitive salary of $80,000 - $110,000 per year, depending on experience and qualifications.Key Responsibilities:Financial Reporting and AnalysisOur ideal candidate will be responsible for...

  • Financial Planning Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    Job Title: Financial Planning SpecialistAbout HR Genie: We are a global financial services company seeking a skilled Paraplanner to join our team of professionals.Job Summary:The ideal candidate will be responsible for providing support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. This includes detailed...

  • Financial Planning Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Unlock Your Potential as a Financial Planning SpecialistWe invite talented individuals to join The Liberty Standard Bank Group as a Financial Planning Specialist. This is an exciting opportunity to forge a career in the financial services industry and make a real impact on people's lives.Key Responsibilities:Assess and advise clients on their investment and...

  • Financial Planning Support Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Job OverviewRory Mackie & Associates is a reputable Wealth Management firm dedicated to delivering tailored advice and comprehensive financial planning services to clients.We are seeking an experienced Financial Planning Support Specialist to join our team. This key role will play a crucial part in supporting our financial planners with technical financial...

  • Financial Planning Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Communicate Recruitment.About the RoleThis is an exciting opportunity for an experienced Accountant to take on a new challenge and leverage their expertise to drive financial planning and analysis.The successful candidate will be responsible for preparing...

  • Financial Planning Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Communicate Recruitment.About the RoleThis is a full-time position that requires preparation of monthly management accounts, reconciliation of bank statements, and assistance with audits. Additionally, you will be responsible for compiling monthly payrolls, handling...

  • Strategic Financial Planning Specialist

    2 months ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Planning Specialist to join our team at Network Recruitment. The successful candidate will be responsible for preparing, analyzing, and presenting monthly management accounts and financial reports.In this role, you will assist in budgeting, forecasting, and variance analysis to support business...

  • Senior Financial Planning Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Are you a seasoned finance professional looking for a new challenge? Do you have a passion for financial planning and management? Look no further! At Communicate Recruitment, we are seeking a talented Senior Financial Planning Specialist to join our team.About the RoleThe ideal candidate will have a strong background in finance, with experience in budgeting...

  • Financial Analysis and Planning Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    About the RoleWe are seeking an experienced Financial Planning and Analysis Specialist to join our team at Network Recruitment.About YouYou will have a degree in Finance (BCom) and at least 2 years of experience in financial analysis and planning.You should be proficient in Excel, including advanced formulas, pivot tables, and data visualization.Key...

  • Senior Financial Planning and Analysis Specialist

    1 month ago

    Cape Town, Western Cape, South Africa Armstrong Appointments Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team at Armstrong Appointments. This is an exciting opportunity for a motivated individual to take on a key role in our finance department.Job DescriptionThe Senior Financial Planning and Analysis Specialist will be responsible for managing and...

  • Senior Financial Planning Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    **Financial Investment Analyst Role**We are seeking a highly skilled and detail-oriented Senior Financial Planning Specialist to join our dynamic team at Performability Recruitment. In this key role, you will play a crucial part in ensuring accuracy and efficiency in investment services.The successful candidate will be responsible for:Cost Calculation and...

  • Financial Planning and Reporting Specialist

    4 days ago

    Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    **Job Description**We are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at Communicate Recruitment.About the Role:The ideal candidate will be responsible for overseeing daily and month-end accounting processes, ensuring timely completion of financial reports for the Board of Directors, head office, and external...

  • Chartered Management Accountant

    3 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Description:We are seeking a Chartered Management Accountant to join our team as a Senior CIMA Clerk. The successful candidate will assist with monthly management reporting, financial planning and analysis, and project costing.About the Role:Assist in the preparation of the monthly management reporting packAssist with financial planning and...

  • Financial Planning Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    **Job Title:** Senior Financial Services AdvisorThe Recruitment Council is seeking a highly skilled Senior Financial Services Advisor to join our team. This is an exciting opportunity to contribute to the growth and success of our organization.As a Senior Financial Services Advisor, you will play a pivotal role in providing financial planning services to our...

  • Financial Planning Associate

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Associate to join our team. As a key member of our Financial Planning department, you will provide technical support to a Trust Officer and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis...

  • Corporate Tax Professional

    3 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    About the RoleWe are seeking an experienced Corporate Tax Professional to join our team as a Financial Reporting Specialist. As a key member of our financial reporting and tax management team, you will be responsible for providing expertise in corporate tax calculations and submissions.

  • Financial Planning Support Specialist

    4 weeks ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    In this role as an Administrative Assistant - Wealth Services, you will provide strategic support to our Wealth Managers, ensuring seamless client service delivery. Your responsibilities will include managing client relationships, administering financial plans, and maintaining accurate records.Required SkillsExcellent communication and organizational...

  • Financial Planning and Analysis Strategist

    3 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    About Network Recruitment: As a specialist financial services provider in Cape Town, we help businesses manage cash flow and expand fleets efficiently.Salary Estimate: R350,000 - R450,000 per annumJob Description:We are seeking an experienced Financial Planning and Analysis Strategist to join our team. The ideal candidate will have a strong background in...

Financial Planning Specialist

2 months ago

Cape Town, Western Cape, South Africa CA Financial Appointments Full time

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.

About CA Financial Appointments

We are a boutique Wealth Manager providing personal Wealth Management and Investment Management services to High-Net Worth individuals and families. Our team is dedicated to delivering exceptional client service and expert financial guidance.

Job Summary

This role involves creating comprehensive investment proposals and reports for clients, as well as producing cash flow reports and meeting packs. The successful candidate will also be responsible for reviewing and implementing changes to reporting and proposal documents.

Responsibilities
  • Create personalized asset allocation reports for clients
  • Develop and review investment proposals and reports
  • Produce cash flow reports and meeting packs
  • Implement changes to reporting and proposal documents
Requirements
  • Bachelor's degree in finance, accounting, or economics
  • 3-5 years of experience in financial planning, with a focus on portfolio analysis and research
  • Certified Financial Planner (CFP) certification or working towards it
  • Strong Microsoft Office skills, particularly Excel
  • Detailed knowledge of product, tax, and wealth management principles
  • Analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Experience working with Morningstar, Xplan, or Elite Wealth
What We Offer

We offer a competitive salary package, including an estimated $80,000 - $110,000 per annum, depending on experience. This role offers the opportunity to work with a dynamic team and contribute to the success of our clients.

Please note that all applications will be carefully reviewed, and we will respond within 2 weeks of receipt. If you are interested in this role, please apply online and include your resume and cover letter.