Financial Planning Assistant
1 month ago
The Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This role is part of a regional team and encourages collaboration with other Assistants and team members.
Key Responsibilities- Oversee administrative, operations, and client services support to the Financial Planner.
- Act as a liaison between the practice and the regional office/head office.
- Implement administrative processes and controls in the Financial Planner's practice.
- Manage client relationships, ensuring efficient delivery of client requirements.
- Adhere to the culture and principles of Treating Customer Fairly.
- Collate client-related information and prepare documentation for engagement.
- Manage FICA and AML capture and checking on client onboard process.
- Check transition documentation for completeness and accuracy.
- Submit intermediary appointment notes to product providers.
- Monitor personal KPIs on NAV and request assistance when necessary.
- Liaise with the Financial Planner on data and practice attributes on NAV.
- Assist with organizing client events, including venue booking and RSVP management.
- Support the Financial Planner at client events.
- Support general office management, including reception, facilities, and meeting room management.
- Submit orders for stationery and marketing materials.
This role requires a high level of organizational skills, attention to detail, and the ability to prioritize tasks effectively. The ideal candidate will be a team player with excellent communication skills and a customer-centric approach.
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Financial Planning Specialist
5 days 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...
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Financial Planning Manager
3 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timeWe are seeking a highly organized and detail-oriented individual to take on the role of Practice Manager at The Recruitment Council. This position is ideal for someone who thrives in a dynamic environment and is capable of handling multiple responsibilities with precision and care.The successful candidate will be responsible for managing daily office...
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Financial Planning Professional
4 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob Title: Financial Planning ProfessionalAbout the Role:As a Financial Planning Professional at Ultra Personnel, you will play a vital role in supporting the Financial Planner in delivering exceptional client services. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.Key Responsibilities:Client Services:...
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Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeKey Responsibilities:• Prepare and analyze financial statements in line with IFRS standards.• Assist in budgeting, forecasting, and financial planning processes.• Collaborate with senior executives to provide financial insights and recommendations.• Conduct detailed financial analyses and reporting.• Ensure compliance with regulatory requirements...
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Financial Planning Analyst
1 week ago
Johannesburg, Gauteng, South Africa Carlysle Human Capital Full timeJob Description:We are seeking an experienced Financial Planning Analyst to join our team at Carlysle Human Capital. In this role, you will be responsible for all costing and financial planning within engineering projects.About the Role:Responsible for initial costing and ensuring costs are kept below budgetCollaborate with project teams to identify areas of...
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Financial Planning Specialist
1 month ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeKey Responsibilities:As a Financial Planning Specialist at Network Recruitment, you will be responsible for reconciling production orders, ensuring raw material consumption is captured in SAP. Additionally, you will close production orders on SAP for accurate WIP calculations, run and report on variance analysis for production, and handle ad hoc...
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Financial Planning Expert
5 days ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob OverviewWe are seeking a skilled Financial Planning Expert to join our team at Network Recruitment. This is an exciting opportunity for an experienced accountant to take on a challenging role and contribute to the growth of our organization.Key ResponsibilitiesFinancial Statement Preparation: The successful candidate will be responsible for preparing...
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Financial Planning Expert
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Summary: Network Recruitment seeks a skilled Financial Planning Expert to prepare financial statements, manage the general ledger, reconcile bank statements, monitor cash flow, ensure compliance with accounting standards, and analyze financial data to identify trends and variances.Prepare comprehensive financial statements, including balance sheets and...
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Business Analyst
5 days ago
Johannesburg, Gauteng, South Africa Growth House Full timeJob SummaryGrowth House is seeking an experienced Business Analyst - Financial Planning to join our team. This role is responsible for supporting financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.Key ResponsibilitiesClient Support: Assist financial advisors in preparing and maintaining client...
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Financial Planning and Analysis Specialist
3 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeAbout the Role:We are seeking a highly skilled FP&A Analyst to join our team at Network Recruitment. As a Financial Planning and Analysis specialist, you will be responsible for financial control of the South Africa market, providing financial analysis and comments on performance.Key Responsibilities:Consolidate weekly sales performance for the region.Assist...
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Strategic Financial Planning Manager
7 days ago
Johannesburg, Gauteng, South Africa Pansolutions Group Full timePansolutions Group is a dynamic and innovative organization seeking a skilled Strategic Financial Planning Manager. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to work collaboratively in a fast-paced environment.About the RoleThis position plays a crucial role in overseeing financial reporting, ensuring...
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Senior Financial Planning Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning Manager to join our team at Network Recruitment. This role will be responsible for ensuring the accuracy and compliance of monthly financial reports, managing general ledger entries, reconciliations, and month-end closing processes.Key ResponsibilitiesFinancial Reporting: Prepare and...
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Financial Planning Specialist
3 weeks 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...
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Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Future Careers Full timeKey Responsibilities:Conduct thorough financial needs analysis for clients to understand their goals and objectives.Develop and implement customised financial plans to meet clients' short and long-term goals.Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.Build and maintain strong...
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Senior Financial Planning Specialist
2 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Accountant Role OverviewAbout the CompanyOur client is a global leader in industrial sieving and screening solutions, offering cutting-edge technologies to diverse sectors such as engineering, pharmaceuticals, chemicals, and more.Their high-quality sieves and separators ensure efficient particle separation, enhancing product quality and process...
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Financial Planning and Analysis Professional
3 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning and Analysis RoleWe are seeking a highly skilled Junior Accountant to join our team at Network Recruitment. As a key member of our finance team, you will be responsible for assisting in the preparation of monthly financial statements and management reports.Key Responsibilities:Support the accounts payable and receivable functions, ensuring...
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Financial Accountant
3 weeks ago
Johannesburg, Gauteng, South Africa EMPIRE RECRUITMENT Full timeAt Empire Recruitment, we are seeking a skilled Financial Accountant to join our team. The successful candidate will be responsible for monitoring and reporting on the company's financial operations, including financial planning and analysis, accounting, tax, treasury, and internal controls.Key Responsibilities:Oversee all financial reporting and accounting...
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Financial Planning and Analysis Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFP&A Manager Job DescriptionNetwork Recruitment is seeking a highly skilled FP&A Manager to join our team. The successful candidate will report to the Head of Finance and be responsible for financial control of the South Africa market.Key Responsibilities:Provide financial analysis and comments on performance.Consolidate weekly sales performance for the...
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Financial Planning Expert
3 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeNetwork Recruitment is seeking an experienced Financial Analyst to support their production and operations teams in Johannesburg Central. As a detail-oriented professional, you will play a key role in analyzing production costs, optimizing efficiency, and assisting with capital projects. Your primary responsibilities will include:Key...
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Financial Planning and Analysis Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeWe are seeking a talented Financial Planning and Analysis Specialist to join our team at Network Recruitment.About the Role:We are looking for a highly skilled Management Accounting professional to support our business with financial planning and analysis. As a Management Accounting professional, you will be responsible for preparing and analyzing management...