Financial Planning Assistant

About UsWe are a fast-paced, wealth and financial planning firm evolving our offerings and services to high net worth clients. We have a well-established team but expanding support by hiring great people in South Africa.Job OverviewThis is an exciting opportunity to support our mission as a Paraplanning professional. You will gain exposure assisting...

A client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.Responsible for admin support for the Trust Officers handle follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department ensure...

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant , in Stellenbosch. Key Responsibilities: - Assist in preparing financial plans, reports, and...

Job SummaryWe are seeking a skilled Assistant Financial Controller to join our team, responsible for assisting in the management of statutory and regulatory reporting functions for a UK project.ResponsibilitiesThe successful candidate will be responsible for:Delivering accurate and timely financial information to support business decision-making.Working...

Direct message the job poster from ZAQ Group of CompaniesThe ZAQ Group is looking for an Assistant Financial Controller to assist in the management of statutory and regulatory reporting functions for a UK Project.Key AccountabilitiesAssist in the delivery of statutory, management and regulatory reporting requirementsLead the delivery of the implementation of...

Company OverviewThe ZAQ Group of Companies is a leading organization that values expertise in financial management.Job DescriptionWe are seeking an Assistant Financial Controller to join our team, reporting directly to the Group Financial Controller.Key Responsibilities:Assist in delivering statutory, management, and regulatory reporting requirements.Lead...

About the RoleWe are seeking a highly skilled Financial Analyst Assistant to join our team at Helderberg Personnel cc. As a key member of our finance department, you will be responsible for assisting in the preparation and review of financial statements and reports.Key ResponsibilitiesConduct preliminary assessments and collect necessary documentation to...

CareerWe are a UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission. As a UK based firm, we are very down to earth and agile in our approach to management and we think you will like being here... a lot.About the...

Job Purpose:Vital role in ensuring the accuracy and reliability of financial records.Responsible for processing daily transactions, managing accounts payable and receivable.Support clients with invoicing and assist with month-end and year-end closing activities.Key contributions include process improvements and efficiency enhancements within the accounting...

Role SummaryAs a Financial Advisor Assistant at Arvo Pty Ltd, you will play a vital role in supporting our financial services team. Your primary responsibilities will include providing administrative support in preparing financial plans, reports, and documentation.Key Tasks:Prepare and manage financial plans, reports, and documentation with precision and...

About the JobArvo Pty Ltd is seeking a skilled and organized individual to fill the position of Financial Advisor Assistant. This role involves working closely with our financial services team to provide exceptional administrative support.Responsibilities:Assist in preparing and managing financial plans, reports, and documentation.Provide timely and...

We are looking for a reliable Financial Manager that will analyze everyday financial activities and subsequently provide advice and guidance to upper management on future financial plans.The goal is to enable the company's leaders to make sound business decisions and meet the company's objectives. In this role, you will have the opportunity to utilize your...

Financial Administrator (POS25028)Somerset WestR 15 000 to R 20 000 pmJob Purpose:As a Financial Administrator, you will be responsible for maintaining financial records, handling accounts payable and receivable and assisting in the overall financial management of the organisation. Your attention to detail, proficiency with financial software, and ability to...

Welcome to Atomos Investments LimitedWe're a dynamic UK-based wealth and financial planning firm expanding our presence in South Africa. As a Paraplanning professional, you'll play a vital role in supporting our Financial Planners and delivering exceptional client service.Your Key TasksAssist in researching and providing financial recommendations.Develop and...

Our client is hiring a Finance Assistant to join their team as soon as possible in their Somerset West office. You will report directly to the Financial Manager. This position offers an opportunity to gain valuable experience through working in the growing sustainable agriculture sector and maintaining accurate accounting data and compiling relevant...

Supporting Our MissionWe're a UK company growing our Paraplanning team in South Africa. As a Paraplanning professional, you'll contribute to our mission by assisting Financial Planners and delivering exceptional client service.Your RoleYou'll conduct research, produce suitability reports, and model cash flow for client cases. This is an exciting opportunity...

The financial clerk is responsible for the accurate, timely, and complete accounting of the income and costs. The staff member will be responsible for the reconciliation and reporting of the Cashbook, Creditors Balances, Cashflow forecasting, Cost allocations, operating expenses and relating functions. Responsibilities: Capture debtor, supplier and producer...

Arvo Pty Ltd is seeking a highly skilled Financial Advisor to join their team in Stellenbosch. As a key member of the team, you will be responsible for providing expert financial advice and planning to clients, conducting financial needs analysis, and developing personalized financial plans.Benefits:Competitive salary and commission structureOpportunity to...

Our client is hiring a Finance Assistant to join their team as soon as possible in their Somerset West office. You will report directly to the Financial Manager. This position offers an opportunity to gain valuable experience through working in the growing sustainable agriculture sector and maintaining accurate accounting data and compiling relevant...

Job Description:We are seeking a highly skilled SAICA Clerk to join our team at Helderberg Personnel cc. The ideal candidate will possess excellent analytical and problem-solving skills, with a strong attention to detail and organizational abilities.About the Role:As a SAICA Clerk, you will be responsible for assisting in the preparation and review of...