Executive Financial Planning Specialist

3 weeks ago


Cape Town, Western Cape, South Africa Labournet Full time

**Job Summary**

We are seeking a highly skilled Executive Financial Planning Specialist to join our team at Labournet in Century City, Cape Town. This is an excellent opportunity for a seasoned professional with expertise in financial planning and analysis to support the Senior Private Wealth Manager in developing and maintaining client financial plans.

Key Responsibilities:

  • Assist the Senior Private Wealth Manager in researching and analyzing clients' financial situations, goals, and objectives
  • Develop comprehensive financial plans that meet clients' needs and objectives, taking into account their financial circumstances, risk tolerance, and investment goals
  • Prepare and compile detailed financial analysis reports, including cash flow analysis reports, investment projections, retirement planning, and risk management
  • Work closely with service providers to understand products and services relevant to clients' needs
  • Ensure compliance with financial legislation and regulations throughout the financial planning process
  • Support the Senior Private Wealth Manager in reviewing clients' files and identifying planning opportunities

Requirements:

  • Senior Certificate or equivalent qualification; relevant diploma/degree in finance or a related field
  • Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
  • Minimum 5 years of experience in paraplanning, financial planning, and/or advising
  • Detailed knowledge of the South African financial market in the advisory space
  • Detailed knowledge of South African providers; knowledge of offshore providers advantageous
  • Strong understanding of financial planning concepts and strategies
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability

About the Role:

The ideal candidate will have a solid understanding of financial planning principles and practices, as well as excellent analytical and problem-solving skills. They will be able to communicate effectively with clients and stakeholders, both verbally and in writing. The role requires a high level of organization and attention to detail, as well as the ability to work independently and as part of a team.

Salary and Benefits:

The salary range for this role is R360,000 - R420,000 per annum, plus benefits. We offer a competitive remuneration package that reflects your skills and experience.

How to Apply:

To apply for this exciting opportunity, please forward a detailed copy of your CV to elev8recruitment.co.za.



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

    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...


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

    Job SummaryAs a Financial Planning Specialist at Communicate Recruitment, you will be responsible for acquiring in-depth knowledge of the broader business environment and envisioning, planning, and executing financial projects with precision.Key Responsibilities:Acquire an in-depth knowledge of the broader business environment.Envision, plan, and execute...


  • 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 AppointmentsWe are a boutique Wealth Manager providing personal...


  • Cape Town, Western Cape, South Africa Executive Placings Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Specialist to join our team at Executive Placings in Cape Town.Salary and BenefitsThe estimated salary for this position is R600,000 - R800,000 per annum, commensurate with experience. This is a competitive offer that reflects the skills and qualifications required for the role.Job DescriptionIn...


  • Cape Town, Western Cape, South Africa Executive Placings Full time

    Job Title: Financial Operations SpecialistExecutive Placings is seeking an experienced Financial Operations Specialist to join our team in Cape Town. The ideal candidate will have a strong background in accounting and a proven ability to work with foreign exchange.Key Responsibilities:Consolidation and Journal supportReconciliation and audit supportAdvanced...


  • 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 HR Genie Full time

    At HR Genie, we are seeking a highly skilled Financial Planning Specialist to join our team of professionals in Century City, Cape Town.We offer a competitive salary range of R360 000 - R420 000 Gross Per Annum, plus benefits, for this exciting opportunity.**Job Description:**As a Financial Planning Specialist, you will provide support to the Senior Private...


  • Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Job Title: Financial Planning SpecialistSalary: R800,000 - R1,200,000 per annumAbout the RoleOasis Crescent is seeking a highly skilled Financial Planning Specialist to join our team in Western Cape, Cape Town. As a key member of our financial services team, you will be responsible for managing and growing your portfolio of clients while providing expert...


  • Cape Town, Western Cape, South Africa Investec Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Investec.About the RoleThis is a challenging and rewarding opportunity for an experienced financial advisor to provide expert advice on long-term insurance products to our high net worth clients.You will be responsible for conducting in-depth analysis of clients'...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job OverviewNedbank is seeking a skilled Financial Planning Specialist to join their team in the Western Cape region.Estimated SalaryR1 200 000 - R1 800 000 per annum, depending on experience and qualifications.Job DescriptionThe successful candidate will be responsible for providing financial expertise and wealth creation advice to Nedbank clients, with a...


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

    At Communicate Recruitment, we are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for crucial involvement in everyday and month-end financial activities across multiple sub-processes.Key Responsibilities:Preparation of financial reports for the Board of Directors, head office, and outside...


  • 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...


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

    Financial Planning and Analysis SpecialistAt Communicate Recruitment, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team.Key responsibilities will include:Collaborating with department leaders to evaluate monthly performance and provide on-demand supportPreparing financial reports for the Board of Directors, head...


  • 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 The Recruitment Council Full time

    The Recruitment Council seeks a skilled Financial Planning Specialist to support our wealth management team in delivering exceptional client service. This role requires attention to detail, strong organizational skills, and the ability to work under pressure.We are looking for an individual with experience in the financial planning environment, solid...


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

    Job Title:Senior Financial Planning SpecialistJob Description:Rory Mackie & Associates is seeking a skilled Senior Financial Planning Specialist to join our team. This role will involve providing expert financial advice to our clients, focusing on life risk and investments products.Key Responsibilities:Conduct comprehensive financial analyses to understand...


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

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Network Recruitment. In this role, you will be responsible for overseeing the financial reporting processes, preparing and analyzing budgets, and identifying opportunities for cost savings.About the RoleThe ideal candidate will have a CA(SA) qualification and at least 3...


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

    Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team. The successful candidate will be responsible for managing financial records, preparing cash flow forecasts, and analyzing inventory reports.ResponsibilitiesManage cashbook, CAPEX requests, and foreign invoicesAnalyze debtors & creditors age analysis, payroll...


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

    Job Title: Senior Financial Planning SpecialistJob Summary: We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Rory Mackie & Associates. This role will provide critical support to our financial planners, assisting with technical financial planning analysis, client reviews, and financial plans.Key Responsibilities:Draft...


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

    We are seeking a highly skilled Chief Financial Planning Specialist to join our team at Communicate Recruitment. This role is ideal for individuals with a strong background in financial management and a passion for strategic planning.The estimated salary for this position is around R850,000 - R1,100,000 per annum, depending on experience and...