become available for a Senior Finance Manager: Financial Planning and analysis with exposure to strong leadership Executive: Financial Planning and Analysis and will be responsible for overseeing financial planning, budgeting
KPI's as well as having oversight of the financial standing, planning, assessing, and guiding at board level
This JSE listed company is looking for a Financial Planning and Analysis Manager. The purpose of the
Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
company based in Johannesburg Description Group Financial Planning and Analyst Manager Highly Attractive Salary to the Chief Financial Officer. The Group Financial Planning and Analyst Manager is a business partner financial findings. They are responsible for financial planning, budgeting, and forecasting, as well as assisting 5-8 years of experience in in a financial analyst role/strategic planning Qualified CA (would be an advantage) 5-8 years of experience in in a financial analyst role/strategic planning Qualified CA (would be an advantage)
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The requires the gathering of client information, financial planning analysis, preparing client reports and assisting Financial Services Environment, focus on Financial Planning & Solutions to Clients Competencies: Financial Statements Experience working with Financial Planning Software Good written, telephonic and customer Financial Needs Analysis Understanding the 6-step Financial Planning Process Understanding the purpose of Financial