Financial Planning Specialist

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...

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...

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...

At Liberty Group South Africa, we are seeking a highly skilled Financial Planning Specialist to join our team. This role is ideal for individuals who are passionate about helping clients achieve their long-term financial goals.About the RoleThe successful candidate will be responsible for delivering personalized insurance and investment solutions to clients....

Job SummaryWe are looking for a dynamic Financial Planning and Reporting Manager to join our team. The successful candidate will be responsible for providing financial leadership and expertise to drive business growth and success.Main ResponsibilitiesDevelop and implement financial plans and strategies that align with business objectives.Oversee financial...

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 Description:The Sanlam Group seeks a skilled Financial Planning and Analysis Specialist to join their team. The ideal candidate will possess a strong background in financial planning and analysis, with experience in reporting on business performance, risk, and regulatory compliance. They will be responsible for developing and implementing financial...

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...

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...

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...

Job DescriptionOur ideal candidate will be responsible for managing financial ledgers, tracking revenue, and reconciling bank statements. Additionally, they will assist with Accounts Payable, invoicing, and maintaining fixed asset records.Key Responsibilities:Manage financial data to ensure accuracy and compliancePrepare monthly management accounts and...

Job DescriptionWe are seeking a detail-oriented Financial Analyst to join our team in Cape Town, South Africa.Analyze financial data to develop reports and provide insights for strategic decision-making.Develop dashboards and reports using business intelligence tools to support financial planning and analysis (FP&A).Collaborate with cross-functional teams to...

Job SummaryWe are seeking a highly motivated Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding clients towards achieving their financial goals.Key Responsibilities:Evaluate clients' financial situations and...

Financial Analysis and PlanningSagan World LLC is seeking a highly skilled Cash Flow and Forecasting Specialist to support financial planning, manage 13-week cash flow projections, and drive forecasting initiatives.The ideal candidate is proactive, highly analytical, and detail-oriented, with a hands-on approach to financial operations. This role requires...

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...

CA Financial Appointments requires a highly motivated Cloud-Based Accounting Specialist to lead our accounting operations.About the Position:Develop and implement efficient accounting processesManage client relationships and ensure complianceSupervise bookkeeping and accounting teamsPrepare and submit tax returns and financial statementsDrive business growth...

**About the Role**We are seeking a talented Operations Support Specialist to join our team. As an Operations Support Specialist, you will provide administrative support to the Investment Team, ensuring seamless model portfolio implementation and maintenance.Main Responsibilities:Model Portfolio Administration: Ensure accurate and timely administration of...

Job Description\We are seeking a Senior Internal Financial Controls Analyst to join our team. This role is ideal for a CA(SA) passionate about risk and compliance processes and controls.\About the Role\\Support the Head of Governance Risk and Controls centre.\Drive strategic initiatives to enhance compliance and awareness.\Develop and implement efficient...

Are you a finance professional looking for a new challenge?CA Financial Appointments is seeking a highly skilled CA(SA) to join our team as an Agricultural Finance Specialist.In this role, you will be responsible for overseeing the financial interests of our client's businesses in the agricultural space.Responsibilities:Develop and implement financial...

Company OverviewSanlam is a leading Financial Services Institution, providing services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management.To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.