Senior Financial Planning Specialist

1 month ago


Cape Town, Western Cape, South Africa HR Genie Full time

About the Role

As a seasoned Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.

Your work will involve detailed research, analysis of clients' financial circumstances, and preparation of financial planning recommendations and reports.

This role requires a strong understanding of financial planning concepts, strategies, and products.

Key Responsibilities

  • Assist the Senior Private Wealth Manager in researching and analyzing client financial situations, goals, and objectives.
  • Prepare and compile financial analysis reports, including cash flow analysis, investment projections, and retirement planning.
  • Develop comprehensive financial plans that meet clients' needs and objectives.
  • Ensure compliance with financial legislation and regulations throughout the financial planning process.


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Job Title: Senior Financial Planning SpecialistJob Summary: We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Rory Mackie & Associates. This role will provide critical support to our financial planners, assisting with technical financial planning analysis, client reviews, and financial plans.Key Responsibilities:Draft...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Are you a seasoned finance professional looking for a new challenge? Do you have a passion for financial planning and management? Look no further! At Communicate Recruitment, we are seeking a talented Senior Financial Planning Specialist to join our team.About the RoleThe ideal candidate will have a strong background in finance, with experience in budgeting...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    At HR Genie, we are seeking a highly skilled Financial Planning Specialist to join our team of professionals in Century City, Cape Town.We offer a competitive salary range of R360 000 - R420 000 Gross Per Annum, plus benefits, for this exciting opportunity.**Job Description:**As a Financial Planning Specialist, you will provide support to the Senior Private...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job OverviewNedbank is seeking a skilled Financial Planning Specialist to join their team in the Western Cape region.Estimated SalaryR1 200 000 - R1 800 000 per annum, depending on experience and qualifications.Job DescriptionThe successful candidate will be responsible for providing financial expertise and wealth creation advice to Nedbank clients, with a...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    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...


  • Cape Town, Western Cape, South Africa Armstrong Appointments Full time

    Job OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis Specialist to join our team at Armstrong Appointments. This is an exciting opportunity for a motivated individual to take on a key role in our finance department.Job DescriptionThe Senior Financial Planning and Analysis Specialist will be responsible for managing and...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a highly skilled Senior Financial Reporting Specialist to join their team in Cape Town. This is an exciting opportunity for a Reporting Accountant with strong Tax, IFRS and Reporting skills to grow professionally.Responsibilities:Prepare financial reports, including balance sheets, income statements, and cash flow...


  • Cape Town, Western Cape, South Africa Labournet Full time

    **Job Summary**We are seeking a highly skilled Executive Financial Planning Specialist to join our team at Labournet in Century City, Cape Town. This is an excellent opportunity for a seasoned professional with expertise in financial planning and analysis to support the Senior Private Wealth Manager in developing and maintaining client financial plans.Key...


  • Cape Town, Western Cape, South Africa Time Personnel Full time

    Job DescriptionThe Financial Planning Specialist will be responsible for developing and maintaining financial models, budgets, and forecasts. This individual will work closely with the sales teams to provide financial analysis and support, and will also develop and implement financial planning processes.About the RoleThis is an exciting opportunity to join...


  • Cape Town, Western Cape, South Africa Recruitment Solutions Full time

    Job Title: Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Recruitment Solutions. As the ideal candidate, you will be responsible for ensuring the financial health of our organization.The successful applicant will possess a solid understanding of financial statistics and accounting principles. A proven...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Reporting Specialist to join our team at CA Financial Appointments.Company OverviewAs a leading recruitment agency in the finance sector, we strive to provide exceptional service and expertise to our clients. Our mission is to connect talented professionals with exciting opportunities that match...


  • Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Job Title: Financial Planning SpecialistSalary: R800,000 - R1,200,000 per annumAbout the RoleOasis Crescent is seeking a highly skilled Financial Planning Specialist to join our team in Western Cape, Cape Town. As a key member of our financial services team, you will be responsible for managing and growing your portfolio of clients while providing expert...


  • Cape Town, Western Cape, South Africa Investec Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Investec.About the RoleThis is a challenging and rewarding opportunity for an experienced financial advisor to provide expert advice on long-term insurance products to our high net worth clients.You will be responsible for conducting in-depth analysis of clients'...


  • Cape Town, Western Cape, South Africa EDF Renewables Full time

    Job SummaryWe are seeking a highly skilled Corporate Finance Analyst to join our team at EDF Renewables. As a key member of the finance department, you will play a critical role in providing financial planning and analysis support to the business.  Key Responsibilities:• Collaborate with senior management to develop and implement short-term and long-term...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    At Communicate Recruitment, we are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for crucial involvement in everyday and month-end financial activities across multiple sub-processes.Key Responsibilities:Preparation of financial reports for the Board of Directors, head office, and outside...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Job SummaryAs a Financial Planning Specialist at Communicate Recruitment, you will be responsible for acquiring in-depth knowledge of the broader business environment and envisioning, planning, and executing financial projects with precision.Key Responsibilities:Acquire an in-depth knowledge of the broader business environment.Envision, plan, and execute...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Unlock Your Potential as a Financial Planning SpecialistWe invite talented individuals to join The Liberty Standard Bank Group as a Financial Planning Specialist. This is an exciting opportunity to forge a career in the financial services industry and make a real impact on people's lives.Key Responsibilities:Assess and advise clients on their investment and...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Financial Planning and Analysis SpecialistAt Communicate Recruitment, we are seeking a highly skilled Financial Planning and Analysis Specialist to join our team.Key responsibilities will include:Collaborating with department leaders to evaluate monthly performance and provide on-demand supportPreparing financial reports for the Board of Directors, head...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Become a game-changer in the world of finance as a Strategic Financial Planning Specialist at the Liberty Standard Bank Group. This role is for someone who believes in empowering individuals to achieve their financial goals.Key ResponsibilitiesAs a Strategic Financial Planning Specialist, your primary objective will be to guide clients in reaching their...


  • Cape Town, Western Cape, South Africa The Recruitment People Full time

    Job Title: Senior Financial Planning ManagerAbout Us: As a leading recruitment agency, The Recruitment People strive to deliver top talent to our clients. We are committed to providing exceptional service and building long-lasting relationships.Overview of the Role: We are seeking an experienced Senior Financial Planning Manager to join our client in Cape...