Financial Planning Coordinator

We are seeking a detail-oriented and customer-focused professional to provide financial advice and support to clients, helping them achieve their financial goals.Key Responsibilities:Assist clients with financial planning and investment decisions.Provide information on various financial products and services.Assess clients' financial needs and recommend...

Are you an experienced professional seeking a challenging role in the financial services industry? CA Financial Appointments is proud to present an exciting opportunity for an Executive Assistant Wealth.Job Summary:We are looking for a highly skilled and organized individual to join our team as an Executive Assistant. The successful candidate will have a...

CA Financial Appointments is seeking a Senior Financial Transaction Coordinator to join their finance team. This role offers the opportunity to work in a dynamic and fast-paced environment with a global financial services company. About CA Financial AppointmentsCA Financial Appointments is a leading provider of financial services solutions. Our team is...

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...

GGRF seeks an experienced Financial Creditors Coordinator to join their team in Stikland, Western Cape. This role offers a competitive salary of approximately R300,000 - R400,000 per annum.The successful candidate will be responsible for managing the company's creditors, capturing supplier invoices, and reviewing reconciliations. They will also communicate...

At CA Financial Appointments, we are seeking a highly skilled Financial Operations Coordinator to join our finance team. This role presents an exceptional opportunity for individuals who excel in detail-oriented work and possess strong organizational skills.Key Responsibilities:Accurately process cross-border payments and verify payment details to ensure...

We are seeking a skilled Financial Transactions Coordinator to join our finance team at CA Financial Appointments. This role is perfect for a detail-oriented individual who excels in managing financial transactions and ensuring compliance with regulations.Key responsibilities include:Accurately process cross-border paymentsVerify payment details and ensure...

Job Description:We are seeking a Chartered Management Accountant to join our team as a Senior CIMA Clerk. The successful candidate will assist with monthly management reporting, financial planning and analysis, and project costing.About the Role:Assist in the preparation of the monthly management reporting packAssist with financial planning and...

Job Description:We are seeking an experienced Financial Services Operations Coordinator to join our finance team at CA Financial Appointments. This role will involve working closely with our clients to provide secure and efficient cross-border payment solutions.Key Responsibilities:Payment Processing: Accurately process cross-border payments, ensuring timely...

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...

**About CA Financial Appointments**We are a global financial services team seeking an experienced Financial Services Operations Coordinator to join our finance team. Our clients benefit from secure and efficient cross-border payment solutions, and we're looking for someone who shares our commitment to excellence.The ideal candidate will have a keen eye for...

Job Overview:Network Recruitment is seeking an exceptional Financial Planning Expert to lead their reporting function, ensuring financial accuracy, compliance, and strategic insights across their organization. This opportunity allows for professional growth and development within a high-performing team.Key Responsibilities:Lead monthly, quarterly, and annual...

Job DescriptionWe are seeking a highly skilled Financial Planning Associate to join our team. As a key member of our Financial Planning department, you will provide technical support to a Trust Officer and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis...

Vacation Planning Coordinator Job SummaryWe are seeking a highly organized and detail-oriented Vacation Planning Coordinator to join our team at Dante Personnel Cape Town. In this role, you will be responsible for coordinating vacation plans, processing bookings, and providing exceptional customer service to our clients.Your primary responsibilities will...

Company Overview:We are Perfect Placement Recruitment, a leading recruitment agency specializing in supply chain and logistics talent.Salary:The salary for this position is approximately R1,200,000 - R1,800,000 per annum, depending on experience.Job Description:In this critical role as Production Planning Coordinator, you will be responsible for ensuring the...

Job Description: Logistics CoordinatorGg Financial Recruitment is looking for a skilled Logistics Coordinator to work in Cape Town CBD.The estimated salary for this role is R450,000 - R650,000 per annum, depending on experience.About the Company:National Company based in Cape Town CBD is seeking a Dynamic Logistics Coordinator to Join their Energetic...

We are seeking a highly motivated and organized individual to fill the role of Wealth Management Coordinator at CA Financial Appointments.The successful candidate will be responsible for coordinating the day-to-day activities of the investment team, including managing client accounts, preparing reports, and coordinating events.This is a fantastic opportunity...

Job OverviewA senior financial position is available for a skilled finance professional who can lead the finance team and drive financial planning. The ideal candidate will have experience in managing core accounting functions, improving processes, and providing insights to shape business decisions.About the RoleManage the preparation of monthly management...

A leading wine estate situated in the picturesque Cape Town region is seeking an accomplished Financial Controller to join their team.With a focus on exceptional financial management, this role will be responsible for overseeing the entire financial spectrum of the estate, ensuring seamless operations and optimal profitability.Key Responsibilities:Financial...

We are looking for a highly skilled Financial Services Coordinator to join our team at Accountancy Placements Pietermaritzburg. In this role, you will play a critical part in ensuring the smooth operation of our financial services division.Responsibilities will include managing client portfolios, preparing client records, and uploading documents on XPlan....