Financial Planning Assistant
2 months ago
**Job Title:** Financial Planning Assistant
**Job Summary:** We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Ultra Personnel. The successful candidate will provide administrative support to our Financial Planners, ensuring the efficient delivery of client services and maintaining accurate records.
Key Responsibilities:- **Client Services:**
- Provide exceptional client service, ensuring timely and accurate delivery of client requirements.
- Collaborate with Financial Planners to implement administrative processes and controls.
- Act as a liaison between the practice and regional office/head office.
- **Operations:**
- Oversee the administrative, operations, and client services support to Financial Planners.
- Manage client onboarding process, including FICA and AML capture and checking.
- Prepare and submit intermediary appointment notes to product providers.
- **IT and Systems:**
- Prepare client portfolios using Astute and/or product provider information.
- Ensure Xplan Policy Schedules are up-to-date and accurate.
- Capture and integrate client demographic and financial data into Xplan.
- **Marketing Support:**
- Assist with the organization of client events.
- Support the Financial Planner at client events.
- **Office Management:**
- Support general office management, including reception, facilities, and meeting room management.
- Submit orders for stationery, business cards, and marketing materials.
- **Computer Skills:**
- Microsoft Office (Excel, Word, Outlook essential); SharePoint
- Xplan
- **Knowledge:**
- Financial Services Industry
- Understanding of FAIS and FICA legislation
- **Competencies:**
- Computer skills
- Good verbal and written communication skills
- High energy individual who is customer-centric and relationship-oriented
- Methodical, accurate, and meticulous attention to detail
- Initiative-taking work ethic
- Organizational skills, ability to prioritize, plan, and manage projects
- Ability to collaborate with others
The successful candidate will be working in a fast-paced and dynamic environment, supporting the Financial Planners and contributing to the growth and success of Ultra Personnel.
-
Financial Planning Assistant
1 month ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob DescriptionThe Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This position requires a high level of administrative expertise, excellent communication skills, and a customer-centric approach.Key ResponsibilitiesProvide administrative support to the Financial Planner,...
-
Financial Planning Assistant
1 month ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeFinancial Planning AssistantThe Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This position requires a high level of administrative expertise, excellent communication skills, and a customer-centric approach.Key ResponsibilitiesProvide administrative support to the Financial...
-
Financial Planning Assistant
3 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob DescriptionThe 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 ResponsibilitiesOversee administrative, operations, and client services support to the Financial...
-
Financial Planning Assistant
2 months ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob DescriptionUltra Personnel is seeking a highly skilled and organized Financial Planning Assistant to join our team. As a key member of our financial services team, you will provide administrative support to our Financial Planners, ensuring the efficient delivery of client services.Key ResponsibilitiesProvide administrative support to Financial Planners,...
-
Financial Planning Assistant
3 weeks ago
Johannesburg, Gauteng, South Africa Ultra Personnel Full timeJob Title: Financial Planning AssistantUltra Personnel is seeking a highly skilled and motivated Financial Planning Assistant to join our team. As a Financial Planning Assistant, you will play a crucial role in supporting our Financial Planners in providing exceptional client services.Key Responsibilities:Collaborate with Financial Planners to implement...
-
Financial Planning Manager
4 days 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...
-
Financial Planning Professional
1 week 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:...
-
Financial Planning Specialist
2 weeks 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...
-
Financial Planning and Analysis Manager
4 weeks ago
Johannesburg, Gauteng, South Africa SYSPRO Full timeJob Title: Group Finance Planning and Analyst ManagerAbout the Role:The Group Finance Planning and Analyst Manager is a key business partner to the entire organization, providing strategic recommendations to business units based on financial insights and findings. This role is responsible for financial planning, budgeting, and forecasting, as well as...
-
Financial Planning and Analysis Manager
1 month ago
Johannesburg, Gauteng, South Africa SYSPRO Full timeJob Title: Group Finance Planning and Analyst ManagerAbout the Role:The Group Finance Planning and Analyst Manager is a key business partner to the entire organization, providing strategic recommendations to business units based on financial insights and findings. This role is responsible for financial planning, budgeting, and forecasting, as well as...
-
Financial Planning Specialist
1 month ago
Johannesburg, Gauteng, South Africa 189Xchange Full timeJob Title: Budget AccountantAt 189Xchange, we are seeking a highly skilled and experienced Budget Accountant to join our team. The successful candidate will be responsible for providing administrative and technical support in the preparation of the annual budget and the Medium-Term Expenditure Framework, as well as coordinating the budget of the company.Key...
-
Financial Planning Specialist
4 weeks ago
Johannesburg, Gauteng, South Africa Lexdan Select Full timeFinancial Planning and Analysis At Lexdan Select, we are seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our finance department, you will be responsible for developing and managing financial plans, budgets, and forecasts to drive business growth and success. Key Responsibilities: * Develop and...
-
Financial Planning Manager
1 month ago
Johannesburg, Gauteng, South Africa Renoir Full timeJob Title: Financial Planning ManagerRenoir is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for overseeing all financial planning and analysis activities within the organization.Key Responsibilities:Financial Planning and Analysis: Lead the budgeting, forecasting, and...
-
Financial Planning Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeJob Title: Management AccountantWe are seeking a highly skilled Management Accountant to join our team at Network Recruitment. As a key member of our finance team, you will be responsible for providing financial guidance and support to our clients.Key Responsibilities:Develop and implement comprehensive financial plans and budgets for our clientsPrepare and...
-
Financial Planning Manager
4 weeks ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeFinancial Planning and Reporting ExpertAs a key member of our team at Salix Recruitment, you will be responsible for overseeing financial planning, reporting, and compliance. Your expertise will be crucial in managing day-to-day finance operations, including budget preparation, long-term financial planning, and process optimization.Key...
-
Financial Planning Specialist
1 month ago
Johannesburg, Gauteng, South Africa Nedbank Full timeJob SummaryNedbank is seeking a skilled Financial Planner to provide expert financial advice to clients and help them achieve their financial goals. As a Financial Planner, you will analyze clients' financial situations, develop personalized financial plans, and implement strategies to achieve their objectives.Key ResponsibilitiesAnalyze clients' financial...
-
Financial Planning Manager
3 weeks ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeJob DescriptionAs a key member of the Salix Recruitment team, you will play a critical role in overseeing financial planning, reporting, and compliance. Your responsibilities will include budget preparation, long-term financial planning, and process optimization. You will lead a finance team, drive financial projects, and ensure robust risk management...
-
Financial Planning Analyst
4 weeks ago
Johannesburg, Gauteng, South Africa Network Recruitment Full timeFinancial Planning and Analysis (FP&A) Role =========================== Network Recruitment is seeking a skilled Financial Planning and Analysis (FP&A) professional to join our client's team. As a Financial Planning and Analysis Manager, you will play a critical role in ensuring the accuracy of monthly financial reporting, identifying deviations from...
-
Financial Planning and Analysis Specialist
2 days 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...
-
Financial Planning Manager
2 months ago
Johannesburg, Gauteng, South Africa Salix Recruitment Full timeFinancial Planning and Reporting ExpertWe are seeking a highly skilled Financial Planning and Reporting Expert to join our team at Salix Recruitment. In this role, you will be responsible for overseeing financial planning, reporting, and compliance while managing day-to-day finance operations.Key Responsibilities:Budget preparation and long-term financial...