Financial Planning Associate

Job DescriptionWe are seeking a highly skilled Financial Planning Associate to join our team. As a key member of our Financial Planning department, you will provide technical support to a Trust Officer and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis...

A client-centric investment management team seeks a Financial Services Associate to join their stable and experienced team based in the Southern Suburbs of Cape Town.You'll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment...

Job OverviewRory Mackie & Associates is a reputable Wealth Management firm dedicated to delivering tailored advice and comprehensive financial planning services to clients.We are seeking an experienced Financial Planning Support Specialist to join our team. This key role will play a crucial part in supporting our financial planners with technical financial...

Job DescriptionWe are seeking a skilled Financial Planning Analyst to join our team at Rory Mackie & Associates. As a key member of our Wealth Management team, you will play a crucial role in supporting our financial planners with technical financial planning analysis, preparing client reviews, and providing high-quality financial advice and service.The...

**Transaction Operations Associate Job Description:**CA Financial Appointments is a leading provider of financial services, and we're seeking an experienced Transaction Operations Associate to join our team. As a key member of our finance team, you will play a critical role in ensuring the smooth execution of transactions.You will work closely with our...

Job Description:We are seeking a Chartered Management Accountant to join our team as a Senior CIMA Clerk. The successful candidate will assist with monthly management reporting, financial planning and analysis, and project costing.About the Role:Assist in the preparation of the monthly management reporting packAssist with financial planning and...

Rory Mackie & Associates, a leading Private Bank and Wealth Manager, is seeking a dynamic Junior Financial Advisor to join their team. This exciting opportunity will see you working closely with senior advisors to provide top-notch financial advice to high net worth clients.Responsibilities:You will be responsible for assisting senior advisors in providing...

Benefits:We offer a competitive salary package, excellent benefits, and opportunities for career growth and development.About the Company:Set Consulting is a leading consulting firm based in Cape Town, providing expert services to various clients across different industries.We are proud to be associated with a leading listed global FMCG Group, considered an...

Job Title: Financial Planning SpecialistAbout HR Genie: We are a global financial services company seeking a skilled Paraplanner to join our team of professionals.Job Summary:The ideal candidate will be responsible for providing support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. This includes detailed...

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Exceed Human Resource Consultants Ltd. This role is responsible for providing exceptional financial planning and management services to our clients.Job DescriptionThe Financial Planning Specialist will be responsible for:Preparing and managing financial plans,...

 **Job Summary**We are looking for a highly skilled Financial Planning Expert to join our team at HR Genie in Century City, Cape Town. As a Financial Planning Expert, you will provide support to the Senior Private Wealth Manager in developing and maintaining client financial plans. Key Responsibilities:Assisting the Senior Private Wealth Manager in...

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...

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...

**Job Overview:**We are looking for a highly skilled Financial Planning Manager to join our Esteem Recruitment team.The successful candidate will be responsible for managing financial reporting, tax planning, and risk management functions within the organization.Key responsibilities include:Providing expert advice on financial reporting and tax...

Job OverviewWe are seeking a highly skilled Financial Planning Professional to join our team at Humankind Group in Cape Town.This is an exciting opportunity for a motivated and experienced individual to take on a challenging role that requires strong financial planning skills, excellent client management abilities, and a deep understanding of the...

Join Our Team as a Financial Planning LeadWe are excited to announce an opportunity for a Financial Planning Lead to join our team at Communicate Recruitment. As a key member of our finance team, you will be responsible for leading the annual budgeting process and ensuring accurate and timely completion.To succeed in this role, you will need 3-5 years of...

We are seeking a detail-oriented and customer-focused professional to provide financial advice and support to clients, helping them achieve their financial goals.Key Responsibilities:Assist clients with financial planning and investment decisions.Provide information on various financial products and services.Assess clients' financial needs and recommend...

Job Title: Financial Planning SpecialistWe are seeking an experienced Financial Planning Specialist to join our team at Network Recruitment.About the Role:We offer a competitive salary of $80,000 - $110,000 per year, depending on experience and qualifications.Key Responsibilities:Financial Reporting and AnalysisOur ideal candidate will be responsible for...

Job DescriptionRooftop Recruitment's Chief Financial Strategist will be responsible for leading our financial planning and analysis function.The role requires the development and implementation of financial strategies, forecasting, and budgeting to drive business growth.A competitive salary of $120,000 per annum is on offer.Key Responsibilities:Design and...

Job Overview:Network Recruitment is seeking an exceptional Financial Planning Expert to lead their reporting function, ensuring financial accuracy, compliance, and strategic insights across their organization. This opportunity allows for professional growth and development within a high-performing team.Key Responsibilities:Lead monthly, quarterly, and annual...