Financial Planning

**Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's...

Responsibilities: Deceased Estates - Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. - The administration and unwinding of new and existing deceased estates. - To liaise and advise clients, heirs, financial advisors on the administration of...

1. **INDUSTRY EXPOSURE**: Working closely with financial advisors provides valuable exposure to the financial services industry. You’ll learn about investment strategies, financial planning, and client relationship management. 2. **SKILL DEVELOPMENT**: - **FINANCIAL KNOWLEDGE**: You’ll gain insights into financial markets, investment vehicles, and tax...

A leading financial planning firm in Pretoria East is seeking an experienced and highly skilled Financial Planning Assistant to join their team.The ideal candidate will have a strong background in investment proposals, financial planning, and investment implementation.Key Responsibilities:To assist the financial planners in developing and implementing...

Job Title: Financial Planning Manager">About the Role:">We are seeking an experienced Financial Planning Manager to join our team at Blue Label Telecoms. The successful candidate will be responsible for supporting and managing the Finance Business Partners in conjunction with performance management, decision taking and commercial support.">Key...

IntroductionWe are seeking an experienced Assistant Paraplanner to support our financial planning team at People Dimension in Pretoria East.Desired Qualifications and Experience• Matric qualification is a must• A BCom degree is required• A CFP - Diploma in Financial Planning is advantageous• Proficiency in Afrikaans and English is essential•...

We are seeking a highly skilled Cost Accountant to join our client's dynamic engineering team in Gauteng. As a key member of the finance department, you will play a vital role in driving financial planning and analysis.Estimated Salary: R550,000 - R650,000 per annum, depending on experienceAbout the RoleThis is an excellent opportunity for a seasoned Cost...

Job Description: Financial Planning AssistantKey Responsibilities:Support Wealth Advisers in addressing client queries via telephone and written correspondence.Process new business applications, including capturing and quality checking, and following up on instructions.Assist clients with completing forms and ensure accuracy and compliance with FICA...

Job Title: Financial ManagerAt LLM Recruitment, we are seeking a skilled Financial Manager to join our team in Pretoria.The ideal candidate will have at least 5 years of experience in financial management and be proficient in Advanced Excel.Key Responsibilities:Manage financial planning and analysis to ensure accurate forecasting and budgeting;Develop and...

**Job Summary**We are looking for a Financial Planning Specialist to join our team at Goldman Tech Resourcing.As a key member of our financial services team, you will assist clients with their tax returns and compliance needs. This is an exciting opportunity to work with a variety of clients and to develop your skills in financial planning.**About the...

Financial Planning and Analysis ExpertbeBee Professionals is seeking a highly experienced Financial Planning and Analysis Expert to support our financial planning and analysis efforts. The ideal candidate will have a Bachelor's degree in Finance, Accounting, Economics, or a related field, and at least five years of experience in financial modeling. Key...

Job Title: Financial Planning ConsultantWe are seeking a skilled Financial Planning Consultant to join our team in Gauteng. As a key member of our sales force, you will be responsible for providing exceptional financial advice and planning services to our clients.About the Role:You will be working closely with existing and new clients to understand their...

Job Title: Financial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team in Gauteng. As a key member of our team, you will be responsible for providing expert financial advice and planning services to our clients.Job Description:Develop and implement personalized financial plans tailored to each client's unique...

Financial Services Career OpportunityAre you a numbers enthusiast with a passion for finance? Do you thrive in a dynamic and fast-paced environment? If so, this leading financial services company may have the perfect role for you.This global financial services company provides innovative financial solutions to clients, built on the expertise and dedication...

At Ntice Sourcing Solutions, we are seeking a highly skilled Financial Planning and Analysis Expert to join our team in Abu Dhabi. This is an excellent opportunity for an experienced Senior Financial Analyst to take on a challenging role with significant growth potential.About the Role:The successful candidate will be responsible for providing strategic...

Job Title: Budgeting and Financial Planning SpecialistJob Summary: beBee Professionals is seeking a Budgeting and Financial Planning Specialist to join our team. The successful candidate will be responsible for preparing and analyzing budgets, forecasts, and financial reports for the hospitality industry.Key Responsibilities:Preparation and analysis of...

Job OverviewNtice Sourcing Solutions is seeking an experienced Senior Financial Planning Analyst to join their team in Gauteng.Estimated Salary:R353,000 per annumKey ResponsibilitiesAnalyse financial data and create financial models to support decision-making.Report on financial performance and provide analysis for regular leadership reviews.Forecast revenue...

My client based in Pretoria is looking a CA(SA) Chief Financial Officer for a 24 month contract. This is an Employment Equity opportunity. **Responsibilities**: - To strategically direct and oversee the implementation of appropriate financial accounting, management accounting and supply chain management strategies and plans for the various business units...

Emporium Human Capital is currently seeking a skilled Strategic Financial Planning Manager to join their team.R 25,000 to R 30,000 per month salary is offered for this position.The role of the Strategic Financial Planning Manager involves overseeing an organisation's accounts with a focus on preparing financial analysis to aid business decision-making. This...

Job Title: Senior Financial Planning AnalystAbout the Role:We are seeking a highly skilled and experienced Senior Financial Planning Analyst to join our team at Quest Staffing Solutions.Key Responsibilities:Financial Analysis: Develop, oversee, and ensure the quality of commercial financial models that guide decision-making across the...