Financial Planning Professional

CA 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,...

Established retailer seeking a detail-oriented Management Accountant to ensure financial information accuracy and reliability. This critical role supports organisational decision-making, optimises operations, and maintains compliance with relevant laws and regulations.Key responsibilities:

Job 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...

Grow Your Career as a Senior Financial Planning ProfessionalWe are seeking an experienced and skilled Senior Financial Planning Professional to join our team at Liberty Standard Bank Group.About the RoleAs a Senior Financial Planning Professional, you will play a key role in helping our clients achieve their financial goals. You will be responsible for...

Job OverviewThe Recruitment People is seeking a highly skilled Senior Financial Planning Professional to join their team. As a key member of the finance department, you will be responsible for the full financial accounting function.

Exciting 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...

About Old MutualAt Old Mutual, we are passionate about creating opportunities for our customers to achieve their lifetime goals. We believe in the African opportunity and our diverse talent reflects this.Role OverviewThe role of a Professional Financial Planning Consultant at Old Mutual involves championing our valued customers to achieve their financial...

We 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...

An exciting opportunity is available for a Chartered Management Accountant to join CA Financial Appointments and continue their career in financial planning and analysis. The ideal candidate will have experience in managing multiple tasks in a fast-paced environment, with a strong attention to detail and excellent problem-solving...

Dynamic 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...

Key Responsibilities:As a Financial Planning and Analysis Professional at Communicate Recruitment, you will be responsible for participating in various financial activities across multiple sub-processes, including the preparation of financial reports for the Board of Directors, head office, and outside parties. Your tasks will also include evaluating monthly...

Financial Services Professionals ========================== **About the Role** We are seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Adviser/Insurance Broker/Salesperson. As a leading financial services company, we are committed to providing top-notch wealth management and protection solutions to...

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 AppointmentsWe are a boutique Wealth Manager providing personal...

Senior Paraplanner RoleHR Genie is seeking an experienced Senior Paraplanner to support the Senior Private Wealth Manager in developing and maintaining client financial plans.This role requires a highly organized and skilled individual with excellent analytical and problem-solving abilities, strong communication skills, and the ability to work...

CA 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...

Job Summary: We are seeking an experienced Cost Management Accountant to join our team at Network Recruitment. The successful candidate will be responsible for providing high-quality financial analysis and management services to our clients. About the Role: As a Cost Management Accountant, you will play a critical role in driving business growth through...

About Persona StaffWe are a dynamic and innovative team at Persona Staff, committed to delivering exceptional services to our clients. As a leading provider of financial solutions, we strive for excellence in every aspect of our business.Job SummaryWe are seeking an experienced Senior Financial Planning Professional to join our team. This role will be...

A key role has emerged within The Recruitment Council's client network, focusing on Financial Planning support. This opportunity seeks an individual to collaborate closely with a Trust Officer (Financial Advisor) and their assistant, driving client portfolio analysis, advisory support, and investment planning.Carry out comprehensive research and analysis on...

Job OverviewNedbank Financial Planning is seeking a talented professional to join our team as a Financial Planning Manager.Key ResponsibilitiesMentor 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...

Job DescriptionThe successful candidate will be responsible for key roles in daily and month-end accounting, financial reporting to the Board of Directors, management, and external stakeholders. This includes analysis of monthly results, ad-hoc assistance to department heads, preparation of annual financial statements, IFRS compliance, tax reporting and...