Financial Planning Specialist

Financial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.Key Responsibilities:Develop and maintain accurate client records and portfolio documentsPrepare client...

CA Financial Appointments is seeking a skilled Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning.Key Responsibilities:Financial Planning Support: Develop precise financial...

Job DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...

We are seeking a highly skilled Tax Planning Specialist to provide expert advice on tax planning strategies, tax compliance, and tax minimization to our clients. The ideal candidate will have a degree in accounting, finance, or a related field, and a minimum of 5 years of experience in tax planning.The successful candidate will be responsible for providing...

**About the Role**Sanlam is seeking a talented Financial Services Specialist to join their team. In this role, you will be responsible for providing professional and relevant financial advice, planning, and products to new and existing clients.Key ResponsibilitiesProvide financial advice and planning services to clientsDevelop and implement financial plans...

Job Title: Budgeting and Financial Planning ExpertbeBee Professionals is seeking a highly skilled Budgeting and Financial Planning Expert to join our team. The successful candidate will be responsible for developing and managing the budget of our nonprofit organization.The ideal candidate should have a Bachelor's degree in Accounting or Finance, with at...

**Financial Law Specialist**beBee Professionals is seeking a highly skilled Financial Law Specialist to provide expert legal advice and guidance on financial matters. The ideal candidate will have a strong understanding of financial regulations and laws, and be able to provide legal advice on a variety of financial matters.The successful candidate will be...

beBee Professionals is looking for a Senior Event Planning Specialist to join our team in Bloemfontein. The successful candidate will be responsible for the planning and execution of corporate events, from conception to completion.The ideal candidate should have a minimum of 3 years of experience in event planning, excellent organizational and communication...

Job DescriptionbeBee Professionals is seeking a highly skilled Financial Management Specialist to join our team in Bloemfontein. The successful candidate will be responsible for developing and managing the budget of our nonprofit organization.The ideal candidate should have a Bachelor's degree in Accounting or Finance, with at least 3 years of experience in...

Job OverviewWe are seeking a highly skilled Short Term Insurance Specialist to join our team at Origin Financial Group. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their insurance needs.This is a remote position that requires frequent business travel. The ideal candidate will have excellent...

Financial Operations SpecialistWe are seeking a dedicated individual with a Degree in Accounting to join our client's dynamic international team as a Financial Operations Specialist. The ideal candidate will have a knack for processing financial information, managing cash books, and working with SAP software.Key Responsibilities:Process financial information...

Job DescriptionThis is a remote position as a Senior Financial Consultant with the Origin Financial Group.Company OverviewA leading Independent Financial Advisor (IFA) in the South African market, we offer customized solutions and advice tailored to each client's financial life cycle. With a strong presence and national footprint, we partner with industry...

Job SummaryWe are seeking a highly skilled and experienced Financial Management Support Specialist to join our team at Mirna Butler Recruitment.The successful candidate will provide administrative support to the Finance Manager, ensuring the smooth operation of financial processes and procedures.Key ResponsibilitiesProvide financial planning and budgeting...

Job Title: Automotive Financial SpecialistJob Description:We are seeking a highly skilled Automotive Financial Specialist to join our team at Gap Consulting. The successful candidate will have a strong background in accounting and finance within the automotive industry.Responsibilities:Provide financial guidance and support to dealerships within our...

Job SummaryWe are seeking an experienced Financial Operations Specialist to join our team at NDC Personnel. In this role, you will be responsible for reconciling monthly stock counts, planning and supervising month-end procedures, managing daily and monthly stock reconciliations, and assisting with stock and production maintenance.Key...

At Mirna Butler Recruitment, we're seeking a detail-oriented and highly organized Financial Management Specialist to join our dynamic international team.The ideal candidate will have a strong background in accounting and experience in processing financial information. If you possess excellent numerical skills and are eager to contribute to a global...

Join Dynexity as a Strategic Business Growth SpecialistWe are seeking an experienced and skilled Business Growth Specialist to join our team.As a Business Growth Specialist, you will be responsible for building and maintaining relationships with Financial Advisors and Brokers, presenting new market strategies and insights to our partners, and driving...

Financial Analysis and Advisory ServicesWe are seeking a skilled Financial Analysis and Advisory Professional to join our team at Exceed Human Resource Consultants Ltd. As a key member of our financial services team, you will be responsible for providing expert financial analysis and advisory services to our clients.Key ResponsibilitiesAssess financial data...

Job Title: Senior Financial Operations SpecialistJob Summary: We are seeking a highly skilled Senior Financial Operations Specialist to join our team at Rectitude Recruit. The successful candidate will be responsible for managing all aspects of financial operations, including bookkeeping, financial analysis, and financial reporting.Key...

Key ResponsibilitiesThe Financial Crime Prevention Specialist will be responsible for ensuring the company's compliance with all applicable Anti-Money Laundering regulations.The ideal candidate should have a Bachelor's degree in a related field, such as finance, accounting, or law, and at least 3 years of experience in a similar role.The successful candidate...