Financial Planning Expert

7 days ago


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

The Recruitment Council is seeking a highly skilled Financial Planning Expert to provide technical support to Wealth Managers and assist in the development of wealth management products strategies.

About the Role:

  • Assist Wealth Managers in preparing detailed proposals and financial needs analyses for clients.
  • Provide technical input, such as performance queries using Morningstar Direct analysis software.
  • Compile supporting documentation for proposal process, e.g. product structure comparisons.

Requirements:

  • 3-5 years' experience as a Paraplanner within wealth management.
  • A related BComm degree and a Postgraduate Degree in Financial Planning.
  • CFP designation (if applicable).

Key Skills and Qualifications:

  • Highly technical and analytical thinking.
  • Strong financial acumen and attention to detail.
  • Ability to multitask and work professionally.


  • Cape Town, Western Cape, South Africa Internetwork Expert Full time

    Internetwork Expert – Built For More">We've Come a Long Way, But the Best is Yet to Come.We've established ourselves as a serious contender in our field and have made significant progress towards our goals. We've partnered with industry leaders, secured top-notch production facilities, and delivered high-quality products to customers worldwide. Our team...


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

    At Oasis Crescent, we are seeking a skilled Financial Planning Expert to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, incorporating...


  • Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    Financial Planning Expert - Wes-Kaap - Veblen Director Programme1 day agoJob title: Finance & Accounting Advisory Board MemberDescriptionThe Veblen Director Programme is seeking a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic decision-making and ensure the...


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

    We are BFS, a leading provider of financial solutions. Our team is seeking an experienced Financial Planning Expert to join our ranks.The RoleAbout the PositionYou will be responsible for establishing and maintaining strong relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.You will...


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

    Company OverviewCA Financial Appointments represents a prominent corporate client in the manufacturing sector.


  • Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    The Veblen Director Programme is seeking a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic decision-making and ensure the company's continued success.Responsibilities include:Providing guidance on budgeting, cash flow management, and financial...

  • Financial Expert

    6 days ago


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

    Job Title: Financial ExpertWe are seeking a highly skilled and experienced Financial Expert to join our team at CA Financial Appointments. As a key member of our financial department, you will be responsible for managing the entire financial function, including attending Exco and Director meetings to report on Financials.About the Role:Attend Exco and...


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

    We are looking for a Financial Planning and Reporting Expert to join our team at Malander.This role involves managing tax compliance, ensuring accurate tax filings, and providing tax planning advice to optimize the company's financial strategy.A strong understanding of local and international tax laws, tax accounting, and reporting standards is essential for...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Unlocking Your Potential as a Financial AdvisorAt Old Mutual, we believe that everyone deserves access to quality financial services that empower them to achieve their lifetime goals.We are seeking driven professionals who can identify and meet the financial needs of our valued customers, providing them with peace of mind and confidence in their financial...


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

    CA Financial Appointments is seeking a Financial Planning Manager to assist various finance teams with special ad-hoc reporting requirements and requests. The ideal candidate will have a strong background in financial planning and a proven track record of delivering quality work.Key ResponsibilitiesAssisting various finance teams with special ad-hoc...


  • Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    Financial Advisory PositionWe are looking for a finance expert to join our advisory board and contribute to financial planning, forecasting, and compliance.Key Responsibilities:Provide strategic guidance on budgeting, cash flow, and financial strategy.Ensure adherence to regulatory requirements and optimize financial reporting.Offer advice on cost efficiency...


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

    Job SummaryWe are seeking a highly experienced Management Accountant to join our client's finance team in Cape Town.As a key member of the team, you will be responsible for analysing financial information, providing recommendations for business growth, and contributing to the annual budgeting and planning process.You will also be required to produce accurate...

  • Financial Expert

    6 days ago


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

    CA Financial Appointments is seeking a skilled Financial Expert to join their team based in Cape Town. The ideal candidate will have 3 years' experience in a similar role, with a strong understanding of accounting principles and analytical skills.Key Responsibilities:Prepare, record, and process accounting transactions accuratelyAnalytically review and...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Unlocking African PotentialOld Mutual is a leading insurance company in Africa, dedicated to empowering individuals and businesses through expert financial guidance.We are looking for a skilled and ambitious Commissioned Financial Advisor to join our team, focusing on delivering exceptional customer experiences and driving business growth.The ideal candidate...


  • Cape Town, Western Cape, South Africa The Talent Expert Full time

    At The Talent Expert, we are seeking a skilled Financial Services Manager to join our prestigious wealth and investment management firm. Based in professional offices in the heart of Cape Town CBD, you will be responsible for maintaining accounting records and producing accurate financial statements for offshore and local trusts and companies.This is an...


  • Cape Town, Western Cape, South Africa Black Pen Recruitment Full time

    Job OverviewWe are seeking an experienced Senior FPA Manager to join our team at Black Pen Recruitment. As a key member of our finance team, you will be responsible for providing strategic financial guidance and support to our clients.This is an excellent opportunity for a seasoned financial professional to take on a leadership role and contribute to the...


  • Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    Join Our Team of Finance ExpertsWe are seeking a seasoned finance professional to collaborate with our team of experts in shaping the company's financial strategy.About the Position:Contribute to the development of financial plans, forecasts, and models.Collaborate with cross-functional teams to drive business growth.Advise on investments and optimize...


  • Cape Town, Western Cape, South Africa The Talent Experts Full time

    Job Description:We are seeking a skilled Financial Planning Specialist to join our team at The Talent Experts. As a key member of our Wealth Management division, you will play a pivotal role in delivering exceptional service to high-net-worth clients and driving business growth.About the Role:- Present ideal solutions to clients- Acquire new business-...


  • Cape Town, Western Cape, South Africa Barratt and Co Full time

    Barratt and Co is a leading provider of [industry/profession], and we are seeking an experienced SAP BPC Consultant to join our team.About the JobThis is a key role that requires strong technical skills and business acumen, with a focus on implementing and optimizing SAP BPC for budgeting, forecasting, and financial reporting.The successful candidate will...


  • Cape Town, Western Cape, South Africa Veblen Director Programme Full time

    Financial Planning StrategistThe Veblen Director Programme is a renowned organization that seeks a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic decision-making and ensure the company's continued success.This role offers an excellent opportunity for...