Financial Planning Specialist

About the RoleThis position plays a crucial role in assisting the specialist and wealth manager in providing high-quality financial planning services to clients.The ideal candidate will have excellent communication skills, both verbal and written, and a strong regulatory knowledge.Responsibilities:Providing analytical support to the specialist and wealth...

About the RoleThis Financial Planning and Analysis Specialist position is designed to provide commercial finance support to the business, focusing on financial planning, reporting, acquisitions, and business onboarding. The ideal candidate will have a strong knowledge of financial planning, reporting, and investment analysis, as well as expertise in...

At Armstrong Knight, we are seeking an experienced and accomplished Financial Planning Specialist to join our esteemed team of professionals. This role offers a unique opportunity to work closely with clients, providing expert tax planning and advisory services tailored to their individual needs.About the Role:Manage a diverse portfolio of high-net-worth...

**Company Overview**Our client, a dynamic and growing company, is dedicated to providing exceptional services to their clients with a strong focus on innovation, efficiency, and financial excellence.We are looking for a skilled Treasury & Finance Specialist to support our client's expansion plans. As a key member of the team, you will play a crucial role in...

AlphaWealth is a leading independent wealth management firm that provides tailored investment and wealth planning solutions to high-net-worth individuals, families, and select institutions. The company operates in major financial centers worldwide, including Johannesburg, London, and Geneva.This role involves developing and implementing customized wealth...

Network Recruitment is a leader in the FMCG industry, seeking a Financial Analyst to support financial planning, reporting, and business performance analysis. This role requires a detail-oriented individual with strong analytical skills to interpret financial data, provide insights, and assist in strategic decision-making.

Job Description:We are currently seeking a Junior Financial Auditor to join our team. As a key member of our finance department, you will be responsible for preparing cash flow statements and comparing actual versus budget reports.You will also be drafting management accounts and financial statements, as well as tax calculations for all entity types. This...

Business Segment: Personal & Private BankingLocation: ZA, GP, Johannesburg, Baker Street 30To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor-made solutions as well as providing solutions with respect to estate planning, risk planning, business assurance...

Company OverviewWarwick Wealth is an independent financial service provider known as 'The Investment Specialists', offering exceptional products and services locally and internationally. The company focuses on providing quality investment products and services to meet the unique needs of its clients.

Our client's mission is to push the boundaries of technology to solve complex problems and help businesses thrive in a digital-first world. They are seeking a Finance Business Partner to collaborate with business units and leadership teams, providing critical financial support and insights that drive strategic decision-making and business performance. In...

Job DescriptionAs a Senior Financial Accountant at Network Finance, you will play a vital role in maintaining the accuracy and integrity of our financial records. Your responsibilities will include:Financial Statement Preparation:Preparing financial statements in accordance with IFRS standardsEnsuring accurate and timely submission of financial reportsAudit...

Job DescriptionThe primary function of this role is to provide administrative and analytical support to the Technical Specialist: Planning Strategist in performing holistic financial planning.Holistic financial planning involves estate, risk, business, investment, and retirement planning. The candidate will assist the PPS Wealth manager with basic financial...

About the RoleWe are seeking a Financial Specialist to join our team at Robert Walters. As a key member of our treasury front office, you will play a crucial role in managing our client's financial operations.You will oversee the analysis, coordination, and execution of specialist financial services for corporate and business units, including cash...

As the Financial Planning Director at Network Recruitment, you will be responsible for overseeing the financial planning and analysis function across the organization.About the RoleThis role involves developing and implementing financial plans and forecasts, as well as analyzing data to inform business decisions.The Financial Planning Director will work...

We're looking for an experienced Cost Accountant to join our team.Your Key ResponsibilitiesAnalyzing financial data to identify trends and opportunities for growth.Developing and implementing cost-saving strategies to optimize business performance.Preparing accurate and timely financial reports to inform business decisions.Liaising with stakeholders to...

About the RoleDevelop and maintain complex financial models to support business decision-making.Analyze and interpret financial data to provide strategic recommendations to senior stakeholders.Collaborate with executive leadership to drive business growth and optimize costs.

About the RoleBoardroom Appointments is seeking a highly experienced Head of Financial Planning to lead our financial planning and management efforts. As a key member of our team, you will be responsible for developing and implementing our financial strategy, ensuring alignment with business objectives and regulatory requirements.Key...

Buffalo International Logistics is seeking a Financial Planning Manager to join our team. The ideal candidate will have a strong background in financial planning and analysis, with experience in developing and implementing financial strategies.Key Responsibilities:Develop and implement financial plans to achieve business objectives.Lead cross-functional...

Financial Planning ManagerUltra Personnel is seeking an experienced Financial Planning Manager to join our finance team.The successful candidate will be responsible for developing and implementing financial plans that align with our company's goals and objectives.Key Responsibilities:To prepare and present financial reports to management and other...

Financial Planning and Advisory RoleThis is an exciting opportunity to join Warwick's team as a Wealth Planner. In this role, you will be responsible for providing financial planning and advisory services to high and ultra-high net wealth clients.You will work closely with our IFAs and private clients to understand their financial goals and develop tailored...