Financial Planning Specialist
5 days ago
We are seeking a skilled Financial Planning Specialist to join our team at IWCP, located in the heart of Johannesburg. As a Financial Planning Specialist, you will be responsible for providing expert advice and guidance to clients on their financial planning needs.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.
- Analyze client data and provide recommendations on investment strategies, retirement planning, and wealth management.
- Collaborate with cross-functional teams to ensure seamless delivery of financial services.
- Maintain accurate records and reports on client interactions and financial progress.
Requirements:
- Minimum Grade 12 (Matric) or tertiary qualification in finance, accounting, or a related field.
- Excellent interpersonal skills and ability to build strong relationships with clients.
- Strong analytical and problem-solving skills, with attention to detail and accuracy.
- Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
- Familiarity with industry-standard software and tools for financial planning and analysis.
Benefits:
- A competitive salary of R500,000 - R700,000 per annum, depending on experience.
- A comprehensive benefits package, including medical aid, life insurance, and pension fund contributions.
- Ongoing professional development and training opportunities to enhance your skills and knowledge.
- A dynamic and supportive work environment, with a focus on teamwork and collaboration.
About IWCP:
IWCP is a leading provider of insurance and wealth creation solutions, dedicated to helping individuals and businesses achieve their financial goals. With a strong presence in Johannesburg, we offer a range of products and services designed to meet the unique needs of our clients.
-
Financial Planning Specialist
1 month ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning SpecialistWe are seeking a highly motivated and target-driven Financial Planning Specialist to join our team of professionals at Network Recruitment. As a Financial Planning Specialist, you will be responsible for advising clients on all aspects of offshore financial planning and wealth management.Key Responsibilities:Develop and deliver...
-
Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Finding Personnel (Pty) Ltd Full timeJob Title: Financial Planning SpecialistAbout Us:Finding Personnel (Pty) Ltd is a dynamic company seeking highly motivated individuals to join our team as Financial Advisors. Our focus is on providing exceptional financial services and empowering advisors to reach their full potential.Compensation Package:We offer a competitive salary range of R300,000 -...
-
Financial Planning Specialist
5 days ago
Johannesburg, Gauteng, South Africa Nedbank Full time**Job Title:** Financial Planning SpecialistLocation: Gauteng, JohannesburgAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at Nedbank.Job Responsibilities:Develop and implement comprehensive financial plans for clients: Analyze clients' financial statuses to determine their expenses, income, insurance coverage,...
-
Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeNetwork Recruitment is seeking a highly skilled Financial Planning Specialist to join our team. This role requires expertise in establishing financial goals and budgeting for future needs.The ideal candidate will have a strong background in finance, with a BCom in Finance and SAIPA articles. A minimum of 8 years experience, including 4 years in management,...
-
Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeJob SummaryWe are seeking a skilled Financial Planning Specialist to join our team at The Recruitment Council.
-
Financial Planning Specialist
3 weeks ago
Johannesburg, Gauteng, South Africa Nedbank Full timeJob OverviewNedbank is seeking a highly skilled Financial Planning Specialist to join our team in Gauteng. As a key member of our sales team, you will be responsible for providing financial expertise and wealth creation advice to clients.Key ResponsibilitiesAnalyse clients' financial statuses to determine their expenses, income, insurance coverage, financial...
-
Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeNetwork Recruitment is currently seeking a skilled Financial Planning Specialist to join their team. This role offers a fantastic opportunity for individuals to develop their careers in a highly rewarding and fast-growing organization within the financial services industry.Key Responsibilities:Provide comprehensive offshore financial planning advice to...
-
Financial Planning Specialist
3 days ago
Johannesburg, Gauteng, South Africa Dynexity Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Dynexity.Job SummaryThe successful candidate will be responsible for developing and implementing financial plans, managing budgets, and ensuring effective cash flow forecasting. They will also be responsible for preparing and reviewing annual financial statements and audit...
-
Financial Planning and Reporting Specialist
1 month ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning and Reporting SpecialistWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at Network Recruitment. The successful candidate will be responsible for:Financial management and controlData collection and analysisCosting and compliance reportingBudgeting and forecastingRequirements:CIMA qualification or...
-
Financial Planning Specialist
3 hours ago
Johannesburg, Gauteng, South Africa Liberty Standard Bank Group Full timeAre you a skilled Financial Advisor looking to take your career to the next level? Liberty Standard Bank Group is seeking an experienced and qualified Financial Planning Specialist to join our team.About UsWe are an industry leader within the financial services sector, dedicated to providing top-notch advice to our clients. Our ideal candidate will have at...
-
Financial Planning Specialist
3 days ago
Johannesburg, Gauteng, South Africa Old Mutual Full timeJob Title : Financial Planning SpecialistEstimated Salary: R 350,000 - R 450,000 per annumCompany OverviewAs a leading insurance company in Africa, we are passionate about helping our customers achieve their lifetime goals.Job DescriptionWe are seeking self-motivated and dynamic individuals to join our team as Financial Planning Specialists. The role...
-
Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAbout Us: Network Recruitment is a prominent development organisation established in 1986, focused on reducing poverty and enhancing access to education and development opportunities.Estimated Salary: R800,000 - R1,200,000 per annumJob Overview: We are seeking an experienced Financial Planning Specialist to join our team. The successful candidate will be...
-
Financial Planning Specialist
3 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeCompany OverviewSouth African company specialising in the production of solder alloys, non-ferrous alloys and related products.About Network RecruitmentWe're a recruitment agency dedicated to connecting top talent with exciting job opportunities. Our team is passionate about finding the perfect fit for our clients.Job DescriptionJob Title: Financial Planning...
-
Business Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Title: Business Financial Planning SpecialistAbout the Role:This is an exciting opportunity for a seasoned financial professional to join our client, a leading pharmaceutical manufacturer and distributor, as a Business Financial Planning Specialist.Key Responsibilities:Financial Reporting: Prepare accurate and timely financial statements, including...
-
Senior Financial Planning Specialist
1 day ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob OverviewWe are seeking a skilled Senior Financial Planning Specialist to join our team at Network Recruitment. This role will play a pivotal part in our financial management and decision-making processes.
-
Financial Planning and Control Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Title: Financial Planning and Control SpecialistCompany: Network RecruitmentAbout the Company: We are a global provider of inspection, analysis, and consultancy services, primarily for the mining, minerals, and natural resources sectors. Our company specializes in quality control, sampling, laboratory analysis, and certification services, helping clients...
-
Financial Planning Specialist
3 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeWe are seeking a dedicated Financial Planning Specialist to join Network Recruitment in Johannesburg East. The successful candidate will play a critical role in providing financial insights and supporting management in decision-making processes.This is an ideal opportunity for a Management Accountant with CIMA qualification and at least 3 years of experience...
-
Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAt Network Recruitment, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have 4-5 years of experience in financial planning and management, with a strong background in finance and telecommunications.Job SummaryThe Financial Planning Specialist will be responsible for preparing monthly management account...
-
Senior Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeWe are seeking an experienced Senior Financial Planning Specialist to join our team at Network Recruitment.Our client, a well-established international Financial Services company in South Africa, is looking for a highly skilled professional to lead their financial management and planning efforts.The ideal candidate will have extensive experience in financial...
-
Financial Planning and Reporting Specialist
1 month ago
Johannesburg, Gauteng, South Africa The Working Earth Full timeWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at The Working Earth. The ideal candidate will have a strong background in accounting and tax, with expertise in financial planning and reporting.Key Responsibilities:Finalisation of income tax returns and annual financial statementsInsurance renewal and management...