Financial Planning Specialist

At TB HIV Care, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will play a critical role in supporting the financial management team and driving business growth through effective budgeting and financial planning.The ideal candidate will have a strong background in accounting and...

We are seeking a highly skilled Financial Planning Specialist to join our Retail Finance department. This role will be based at our Head Office in Cape Town and report directly to the Retail Finance Manager.Job Purpose:To provide commercial finance support to the business by delivering insightful financial planning and reporting, master data management, and...

Placement Point requires a highly skilled Financial Planning Specialist to advise clients on their investment portfolios, prepare and conduct investment reviews, and continuously learn about markets, tax regulations, and different investment vehicles. This role involves meeting with prospective clients, following an established onboarding process, and...

Key Responsibilities:We are seeking a highly skilled Financial Planning and Reporting Specialist to join our finance team. Key responsibilities include:Financial Consolidation: Oversee and manage the consolidation of financial statements across multiple business units, ensuring accuracy and compliance with IFRS.IFRS: Drive and/or assist Group IFRS specific...

Role SummaryWe are seeking a highly skilled Wealth Advisor to join our team at Bow & Arrow Financial Consulting. As a Wealth Advisor, you will be responsible for delivering exceptional client experiences through financial planning, retirement planning, investments, finance, and wealth management services.Key AccountabilitiesBuild and maintain strong...

Icon Oncology is seeking an experienced Financial Planning & Analysis (FP&A) Specialist to join our finance team. The successful candidate will be responsible for overseeing financial consolidation, management accounts, and financial reporting while ensuring compliance with IFRS standards. This role requires strong analytical skills, financial modelling...

Job DescriptionThis job description outlines the key responsibilities of the Group Accountant role. The ideal candidate will have 2 to 3 years post Articles experience and strong skills in financial management.Key Responsibilities:Financial ManagementManaging month-end processes, including preparing loan account reconciliations and product development cost...

Company OverviewBerghshire Wealth BlueStar is a financial planning firm dedicated to providing tailored solutions for clients' financial needs.The company offers a range of financial services, including financial planning, retirement planning, and investments, authorized by Sanlam.

At Status Staffing, we are seeking a highly motivated and detail-oriented Senior Financial Planning Specialist to join our team.Job OverviewThis internship position offers the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. You will be responsible for assisting in the implementation...

About the Role:As a self-motivated and dynamic individual, you will champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.The role requires a strong passion for entrepreneurship and a desire to make a...

We are seeking a highly skilled Portfolio Analyst to join our team at Aquarius Specialist Recruitment. Our boutique Asset Management Company client based in Cape Town has an opening for a Portfolio Analyst to report to the Head of Portfolio Analytics and Implementation.This role demands both quantitative skills for performance and risk analysis as well as...

**Company Overview:**Hire Resolve is a reputable recruitment agency specializing in staffing solutions for the FMCG industry.**Job Summary:**We are seeking a highly skilled Management Accountant to join our client's team in the FMCG sector. As a key member of the finance team, you will be responsible for analyzing financial data, providing valuable insights...

Wealth Manager Job DescriptionCapital Assignments' boutique wealth management team is seeking a skilled Wealth Manager to provide exceptional service and expertise to high net worth clients.Job OverviewThe successful candidate will be responsible for creating and executing customized wealth management plans, delivering expert financial guidance, and...

Job DescriptionThe Recruitment Council is seeking a highly skilled Paraplanning Specialist to join their team in Cape Town.This role will involve providing key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation...

Job DescriptionThis is an exciting opportunity for a Financial Accountant to join our team in Cape Town. The successful candidate will have a strong background in finance and accounting, with a BCom degree and 2-3 years post-article experience.Responsibilities:Prepare financial statements and audit filesSupport the team with corporate finance and financial...

A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment portfolios to...

DLK Group is seeking a highly skilled Cost Planning Specialist to join its team. As a key member of the organization, this role will play a critical part in ensuring the financial success of various projects.The ideal candidate will have a solid understanding of project management principles, strong analytical skills, and relevant cost planning...

About the Role:We are seeking a highly skilled Business Planning Specialist to join our team. As a key member of the Category Planning team, you will be responsible for developing and implementing strategic plans that drive business growth and profitability.Key Responsibilities:Collaborate with cross-functional teams to build category-specific sales, margin,...

Transform your career in financial planning with Indalo Travel, South Africa's leading property investment group.We are seeking a skilled and ambitious Financial Planner to join our dynamic team. As a key member of our team, you will be responsible for revolutionizing the careers of talented individuals through exclusive property investment...

Job Title: Strategic Financial ManagerWe are seeking a highly skilled Strategic Financial Manager to join our team at CA Financial Appointments. As a key member of our organization, you will be responsible for driving financial strategy, optimizing channel performance, and providing data-driven insights that shape decision-making.Responsibilities:Contribute...