Financial Planning Specialist
4 days ago
The Recruitment Council is seeking a highly skilled Financial Planning Specialist to join their team. This individual will contribute to the overall profitability of the business by assisting advisory partners with supporting documentation and compliance requirements for existing and new clients.
Key Responsibilities:- Assist in the preparation of financial plans, proposals, and reports.
- Conduct thorough analysis of clients' financial situations and provide recommendations for investment strategies.
- Develop and maintain relationships with clients to ensure their financial goals are met.
- Stay up-to-date on industry trends and regulatory changes to ensure compliance.
- Certified Financial Planner (CFP) designation or equivalent.
- Postgraduate diploma in finance or related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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Business Financial Planning Specialist
7 days ago
Newcastle, KwaZulu-Natal, South Africa Unilever Full timeWe're looking for an exceptional Business Financial Planning Specialist to join our team. As a key player in our finance department, you'll be responsible for developing and maintaining robust business planning and performance monitoring processes.Your expertise will help us analyze and forecast business performance, identify areas for improvement, and...
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Head of Financial Planning
2 days ago
Newcastle, KwaZulu-Natal, South Africa Hire Resolve Full timeWe are seeking a Head of Financial Planning to join our client, a leading media and broadcasting company. In this role, you will be responsible for managing the financial planning and analysis process, preparing financial reports for management, and assisting with budgeting and forecasting.The successful candidate will have a strong understanding of...
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Financial Planning Strategist
2 days ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeAbout the PositionThe Financial Planning Strategist will be responsible for providing customers with differentiated customer experiences through effective financial planning and strategy development.Key ResponsibilitiesTo develop personalized financial plans for customers.To stay up-to-date with industry trends and best practices.RequirementsStrong...
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Career in Financial Planning
2 days ago
Newcastle, KwaZulu-Natal, South Africa Sanlam Limited Full timeSanlam Limited is seeking a seasoned expert advisor to join our team in Richards Bay & surrounding areas. As a financial planner, you will play a vital role in helping clients achieve their financial goals.Your primary responsibility will be to provide expert advice on various financial matters, including investments, retirement planning, and risk...
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Strategic Financial Planning Specialist
2 days ago
Newcastle, KwaZulu-Natal, South Africa Old Mutual Group Full timeEstablished Financial Advisor (Ladysmith)We are seeking a self-motivated and dynamic individual with a passion for entrepreneurial spirit to join our team at Old Mutual, one of Africa's leading insurance companies.The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial...
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Financial Planning Consultant
7 days ago
Newcastle, KwaZulu-Natal, South Africa Pps Recruitment Full timePps Recruitment is seeking a skilled Financial Planning Consultant to join our team. As a Wealth Creation Associate, you will work closely with experienced wealth managers to address clients' risk needs and cultivate new relationships.Your primary focus will be on risk insurance, and you will be responsible for developing business development and financial...
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Project Planning Specialist
5 days ago
Newcastle, KwaZulu-Natal, South Africa Manpower Group Sa (Pty) Ltd Full timeJob Description:We are seeking a highly skilled Project Planning Specialist to join our team at Manpower Group Sa (Pty) Ltd.About the Role:This is a crucial position in planning and scheduling multiple projects and resources, ensuring timely delivery, within scope, and alignment with strategic objectives.Key Responsibilities:Develop and manage project...
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Financial Planning Analyst
2 days ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeJob RequirementsWe are seeking a qualified Financial Planning Analyst to join our team at Findojobs South Africa. The successful candidate will be responsible for providing financial analysis and support to management and all operational areas of the business.This is an exciting opportunity for someone with a strong background in management accounting and...
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Financial Planning Specialist Wanted
7 days ago
Newcastle, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeWe are seeking experienced professionals to join our team as Financial Planners, providing expert advice to clients and helping them achieve their financial goals.The Ideal CandidateMust have a valid driver's license.Hold a Matric certificate or equivalent (degree preferred).Have a clear credit record and no criminal history.Be a South African citizen.About...
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Financial Systems Specialist
2 days ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeOMF Financial Consultant (Pinetown Pinecrest Mall)Old Mutual30.03.2025To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for...Specialist, Commercial Property FinanceBusiness Segment: Business & Commercial BankingJob...
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Career Opportunity in Financial Planning
2 days ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeRequirements:Grade 12 qualification or equivalent.Valid driver's license with own car an advantage.RE5 certification if over 12 months industry experience.120 credits NQF level 5 if DOFA older than 5 years.Strong interpersonal and communication skills.Basic knowledge of financial concepts.Excellent organizational skills and attention to...
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Financial Reporting Specialist
7 days ago
Newcastle, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeJob Title: Financial Reporting SpecialistThe role of a Financial Reporting Specialist at Talksure Pty Ltd involves accurate financial reporting on a monthly and annual basis for group companies. This includes compiling financial statements, reconciliation of balance sheet accounts, preparation of tax and VAT returns, engaging with auditors, and providing...
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Financial Data Specialist
2 days ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeWe're seeking a highly skilled Financial Data Specialist to join our team at Findojobs South Africa. As a key contributor to our finance department, you'll be responsible for managing and analysing large datasets to inform business decisions.Key ResponsibilitiesDesign and implement data visualisation tools to communicate complex financial information.Analyse...
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Financial Operations Specialist
2 days ago
Newcastle, KwaZulu-Natal, South Africa Synergy Jobs (Pty) Ltd Full timeAccounting and Financial ExpertiseWe are seeking a highly skilled accounting professional to join our team as a financial operations specialist. This is an exciting opportunity to utilize your expertise in accounting and finance to drive business growth and success.Main Responsibilities:Manage various aspects of our financial operations, including accounts...
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Financial Planning and Control Manager
2 days ago
Newcastle, KwaZulu-Natal, South Africa Bga Recruitment Full timeIn this challenging yet rewarding role as Financial Manager at Bga Recruitment, you will have the opportunity to make a significant impact on the organization's financial success.The primary responsibility of this position is to manage the financial accounting team to ensure the effective preparation and interpretation of financial metrics, budgets, and...
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Accounting and Financial Specialist
2 days ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeFindojobs South Africa is seeking an Accounting and Financial Specialist to join our team.About the CompanyWe are a leading organisation in South Africa, providing job placement services to individuals and businesses.Key ResponsibilitiesAnalyse and interpret financial data to inform business decisions.Develop and implement financial policies and procedures...
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Professional Financial Services Advisor
7 days ago
Newcastle, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeWe are seeking a Financial Planning Specialist to join our team, providing expert advice and guidance to clients and helping them achieve their financial goals.About the CompanyWe are Liberty Group Ltd, a reputable company committed to helping our clients secure their financial future. Our team of experienced professionals provides expert advice and guidance...
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Career Opportunities in Financial Planning
2 days ago
Newcastle, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeCompany Overview:Welcome to Liberty Group Ltd, a dynamic and innovative financial services company. We are seeking highly motivated and results-driven individuals to join our team as Financial Advisors.
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Financial Transaction Specialist
4 days ago
Newcastle, KwaZulu-Natal, South Africa Headhunters Full timeJob Description:Our client, a reputable Logistics Industry firm in Pinetown (KZN), is seeking an experienced Financial Transaction Specialist to manage all financial transactions, including accounts payable and receivable. As a key member of the team, you will be responsible for ensuring timely payment of invoices and reconciling vendor accounts.Key...
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Financial Management Specialist
23 hours ago
Newcastle, KwaZulu-Natal, South Africa Findojobs South Africa Full timeAbout the Role:We are looking for a Financial Management Specialist to join our team at Findojobs South Africa. As a key member of our finance department, you will be responsible for ensuring the accurate and timely management of our financial transactions.Main Responsibilities:Manage business and trust account cashbooks and bank reconciliationsClose TPFA...