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Financial Planning Associate - Cape Town
South Africa
Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
exciting vacancy for the position of Financial Planning Associate. The main objective of this role is
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
3. Prepare Financial Planning Proposals
Ensure proposals are prepared
degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory
share this job on whatsappFinancial Planning Analyst Cape Town: Northern Suburbs
Communicate FinanceSouth Africa
annual budgets, quarterly forecasts, long-term plans) Consolidating information across the group Preparing
Regional Financial Manager Johannesburg / Cape Town
Bquad SolutionsSouth Africa
R50k-R55k CTC incl Prov Fund & Fuel Card Regional Financial Manager required based in Cape Town or Johannesburg for regional financial results financial results for the region, reviews and commentary Present regional financial information to Head Annual regional budget preparation and management, forecasts Management of stock at various regional business reports, daily financial reports, low margins, regional payroll Insurance claims management Audits, role Sage300, Excel (Advanced) Travel within region (own vehicle, fuel card) Valid driver's license
Regional Manager ,
SecondmentsSouth Africa
The Regional Manager will conduct Post Investment Unit monitoring and reporting of allocated portfolio special projects in the region. • Completion and adherence to Personal Development Plan • Assist in completing
Financial Planning Partner Assistant
HeadhuntersEast London
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
Financial Planning Partner Assistant
East London
Monthly
Financial Planning Partner Assistant
Hillcrest
Monthly
Financial Planning & Analysis Manager
Johannesburg
1 200 000 Annually
Minimum Requirements:
- CA(SA) OR CIMA
- Strong analytical skills with a proactive problem-solving attitude.
- Experience in a fast-paced environment, delivering results.
- Previous automotive sector exposure preferred.
- Excellent team orientation
Financial Planning Analyst Midrand NEW
Network FinanceMidrand
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your career (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
Financial Planning Analyst NEW
Network FinanceMidrand
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your career (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
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