Strategic Financial Solutions Specialist

10 hours ago


Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time
Company Overview

Cross Wealth Financial Services is a leading provider of financial solutions, dedicated to helping individuals and families achieve their long-term goals. Our team of experts provides personalized advice and guidance to ensure that our clients make informed decisions about their financial futures.

Salary & Benefits

We offer an attractive salary package, including a competitive annual salary of $85,000 - $110,000 depending on experience, as well as comprehensive benefits and opportunities for professional growth and development.

Job Description

The Personal Financial Advisor will be responsible for providing expert financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.

  • Developing and implementing comprehensive financial plans for clients;
  • Analyzing financial data and identifying areas for improvement;
  • Providing expert advice on investment strategies, tax planning, and estate planning;
  • Collaborating with other professionals to ensure seamless delivery of financial services;
Required Skills and Qualifications

To succeed in this role, you will need:

  • A Bachelor's degree in a relevant field, such as finance or accounting;
  • Professional certifications, such as CFP or PFS;
  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal skills;
  • Ability to work independently and as part of a team;
Benefits

In addition to the attractive salary package, we offer a range of benefits, including:

  • Comprehensive health insurance;
  • Retirement plan matching contributions;
  • Professional development opportunities;
  • Flexible working arrangements;
  • Recognition and rewards for outstanding performance;
Others

We are committed to creating a diverse and inclusive workplace culture that values innovation, creativity, and collaboration. If you are a motivated and talented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



  • Cape Town, Western Cape, South Africa Strategic Personnel Full time

    Job Summary: We are seeking a highly skilled Strategic Business Expert to join our team at Strategic Personnel. This is a key role that requires strong business acumen, analytical skills, and excellent communication abilities.About the Role: The successful candidate will be responsible for working closely with the Product Owner on the analysis and...


  • Cape Town, Western Cape, South Africa EQ-FIN Full time

    Financial freedom is within reach for driven individuals who desire a secure future. At EQ-FIN, we offer an entrepreneurial environment that fosters growth and excellence.About UsWe are an affiliate of Liberty Group, dedicated to connecting people with life solutions for financial stability. Our mission is to empower individuals to achieve their dreams and...


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

    Become a game-changer in the world of finance as a Strategic Financial Planning Specialist at the Liberty Standard Bank Group. This role is for someone who believes in empowering individuals to achieve their financial goals.Key ResponsibilitiesAs a Strategic Financial Planning Specialist, your primary objective will be to guide clients in reaching their...


  • Cape Town, Western Cape, South Africa Career-seekers Recruitment Solutions Full time

    We are seeking a highly skilled Consumer Portfolio Manager to join our team at Career-seekers Recruitment Solutions in Cape Town, South Africa.Job Summary: The successful candidate will play a pivotal role in driving business growth, maximizing profitability, and fostering strong relationships through effective new business development, supplier and dealer...


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

    CA Financial Appointments seeks a Strategic Client Liaison Specialist to join their team. This role supports the Business Development Manager and Chief Executive Officer, with coordination and client services support.Key Responsibilities:Manage and escalate client issues and concernsBuild and maintain strong client relationshipsAct as CRM system support,...


  • 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...


  • Cape Town, Western Cape, South Africa DLK Group (PTY) Ltd Full time

    Job Title: Financial SpecialistJob SummaryThe DLK Group (PTY) Ltd is seeking a highly skilled Financial Specialist to join our team. In this role, you will provide expert financial analysis and strategic planning to enhance the organization\'s financial performance. Key Responsibilities:Conduct thorough financial analysis to support strategic...


  • Cape Town, Western Cape, South Africa WatersEdge Solutions Full time

    Database Solutions SpecialistWe are seeking a highly skilled Database Solutions Specialist to join our team at WatersEdge Solutions in Cape Town, South Africa. Key ResponsibilitiesDatabase Standards and Best Practices: Develop, implement, and maintain database standards and best practices aligned with industry standards and company policies.Database...


  • Cape Town, Western Cape, South Africa Recruitment Solutions Full time

    Job Title: Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Recruitment Solutions. As the ideal candidate, you will be responsible for ensuring the financial health of our organization.The successful applicant will possess a solid understanding of financial statistics and accounting principles. A proven...


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

    Financial Operations SpecialistCA Financial Appointments is seeking an experienced Financial Operations Specialist to join their financial team.Key Responsibilities:Verify and process financial documents to ensure accuracy and complianceMatch supplier invoices to relevant orders and documentsCapture and record financial transactionsReconcile financial...

  • Accounting Specialist

    4 weeks ago


    Cape Town, Western Cape, South Africa Service Solutions Full time

    Service Solutions is seeking a highly motivated Accounting Specialist to join our team in Blackheath / Kuils River.We offer a competitive market related salary of R250,000 per annum.About the RoleThis is an exciting opportunity for an experienced Bookkeeper to take on new challenges and responsibilities within our organization.The successful candidate will...


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

    We are seeking a talented Financial Services professional with a Business background and RE5, FAIS compliance to join our team as a Strategic Sales Professional.Responsibilities:Elevate annual and monthly sales targets in line with our company's sales strategy, ensuring sustainable growth and business development through effective client engagementMaintain...


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

    Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will be responsible for managing daily financial functions, including actioning accounts transactions on SAP, controlling purchase orders, and maintaining statutory fixed assets registers.Key...


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

    We are seeking a Financial Reporting Specialist with strong Tax, IFRS and Reporting skills to join CA Financial Appointments in Cape Town.Responsibilities:Prepare financial reports for management and stakeholders;Ensure compliance with IFRS accounting standards;Manage taxation and reporting processes;Provide financial analysis and insights;Collaborate with...


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

    CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to join their team in the manufacturing industry. This exciting opportunity is focused on Tax, IFRS and Reporting skills.Key Responsibilities:Prepare and review financial reports to ensure accuracy and compliance with regulatory requirements.Develop and implement effective...


  • Cape Town, Western Cape, South Africa Tower Group Full time

    Job DescriptionWe are seeking a skilled and experienced Enterprise Solutions Specialist to join our team at Tower Group. This is a unique opportunity for an ICT business growth expert to drive revenue enhancement initiatives and play a key role in shaping the company's strategic direction.The ideal candidate will have a strong background in strategic sales,...


  • Cape Town, Western Cape, South Africa Isilumko Staffing Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Isilumko Staffing. As a key member of our organization, you will play a crucial role in delivering exceptional financial solutions to our clients.Key ResponsibilitiesClient Engagement: Develop and maintain strong relationships with clients, providing tailored financial...


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

    CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to manage the financial reporting processes for a leading Financial Services company. The successful individual will have a minimum of 3 years' experience in a similar role with asset administration of local and offshore portfolios.Key Responsibilities:Ensure accurate and...


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

    Exciting Opportunity for a Financial Markets SpecialistWe are seeking a highly motivated and experienced Financial Markets Specialist to join our team at CA Financial Appointments. As a key member of our team, you will be responsible for supporting senior traders, learning the trading process, and developing your skills to become a capable and reliable...


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

    Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join their team.Action daily accounts transactions on SAPControl purchase orders and maintain statutory fixed assets registerProduce supplier and customer master data, manage changes, and implement intercompany invoices and credit...