Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You Managers and preparing comprehensive proposals and financial needs analysis for clients. From constructing individuals and families as well as offering fiduciary services. You'll be office-based in stunning corporate completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need
Provider specializing in Financial Risk systems seeks the expertise of a Financial Analyst Developer (SQL) (SQL) to join its Fund Data Services Team where you will conduct new feature analysis and drive development Accounting, Fund Factsheets, and other fund data service solutions as an Analyst and Developer. The successful similar field with 2 years' work experience solving financial business problems using technology including strong strong SQL Server skills, building financial solutions in SQL Server and supporting Software Development
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing work closely with the Financial Planners to ensure clients receive top-notch service and advice. You'll it You'll be joining an esteemed independent financial planning practice, based in professional offices earned them a reputation for delivering exceptional service and results. With a focus on continuous learning ensure their clients get only the best possible service and results. What you'll need To be considered
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing work closely with the Financial Planners to ensure clients receive top-notch service and advice. You'll it You'll be joining an esteemed independent financial planning practice, based in professional offices earned them a reputation for delivering exceptional service and results. With a focus on continuous learning ensure their clients get only the best possible service and results. What you'll need To be considered
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You Managers and preparing comprehensive proposals and financial needs analysis for clients. From constructing individuals and families as well as offering fiduciary services. You'll be office-based in stunning corporate completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need
practical experience in commercial accounting, financial analysis, and business support. Key Responsibilities: Responsibilities: Assist in the preparation and analysis of financial reports, including monthly management accounts Assist in the development and implementation of financial models to support business decision-making processes Collaborate with cross-functional teams to gather financial data, provide insights, and support business planning planning activities. Assist in the preparation of financial presentations and reports for senior management
Cape Town office. Preparation and analysis of financial reports, including monthly management accounts assessments. Development and implementation of financial models to support business decision-making processes Collaborate with cross-functional teams to gather financial data, provide insights, and support business planning planning activities Preparation of financial presentations and reports for senior management and stakeholders Good understanding of accounting principles, financial analysis techniques, and commercial acumen Strong
external audit process.
Experience: Grade 12 or equivalent. Tertiary level financial qualification is advantageous. Minimum of 3-5 advantageous). Good communication skills and customer service orientated. Excellent computer skills - MS Excel
nce:
Minimum of 2 years experience in financial operations or related role
Certifications in financial planning or investment management