Financial Planning Specialist

2 weeks ago


Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

We are seeking an experienced Financial Planning Specialist to join our team at Communicate Recruitment. This is a dynamic opportunity for a skilled accountant to take on a new challenge and utilize their expertise to drive business growth.

About the Role

The successful candidate will be responsible for preparing financial journals, managing client portfolios, and ensuring accurate invoicing. They will also be responsible for planning and reviewing financial statements, as well as scheduling audits.

A key aspect of this role is the ability to work independently and make sound financial decisions. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication skills.

Key Responsibilities
  • Prepare financial journals and ensure accurate financial reporting
  • Manage client portfolios and provide exceptional customer service
  • Plan and review financial statements to ensure compliance with regulatory requirements
  • Schedule audits and ensure timely completion
Requirements

To be successful in this role, you will need:

  • SAIPA or SAICA Articles qualification
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and make sound financial decisions
What We Offer

We offer a competitive salary package, including a base salary of R250,000 - R300,000 per annum, depending on experience. In addition, we offer a range of benefits, including medical aid, pension fund, and annual leave.

If you are a motivated and results-driven individual looking for a new challenge, please apply now.



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