3 Budgeting jobs in Durban

• Preparation of Monthly Management accounts and forecasts
  • Financial forecasting and predictive modelling
  • Adhoc financial analytics as requested by business
• Develop, maintain and improve comprehensive financial models to support scenario analysis and strategic planning
• Reporting
  • Cashflow analysis and reporting, Exco pack, revenue summary, summary collections, collections trends and adhoc business reporting
  • KPIs including Lapse, persistency, churn, net book growth, book movement
• Effective contribution to Audits
• Regular engagement with relevant team members and departments to understand the underlying issues causing variances to budget with key ratios and profitability analysis
• Contribute to the achievement of the team’s projects and business goals
• Streamlining processes, automation, process flows/map and contract summary updated regularly
• Variance analysis and evaluations for financial activities including costing and budgeting

QUALIFICATIONS AND EXPERIENCE REQUIRED

• B.Comm or similar (finance related majors)
• 3 - 5 years of experience in a similar role is required
• Advanced Excel, (Power BI and Sage Intacct advantageous)
• Required Financial Modelling experience
• Ability to interpret the analysis
• Ability to maintain and work with large volumes of financial data accurately and efficiently
• Experience in the Financial Services or Insurance Industry advantageous
• A good understanding of financial concepts
• A good understanding of financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting

• Ability to communicate clearly and collaborate with all levels of management
• Analytical and logical
• Ambitious
• Team player
• Diligent, honest and trustworthy
• Proactive, punctual, and reliable
• Understands the importance of confidentiality
• Self-motivated individual
• Ability to see the “big picture” to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure

Remuneration: A market related package including benefits

Kindly click on the link below to apply.

NB: Thank you for choosing Talksure as your employer of choice. Please note that if you do not hear from us within 14 working days after the closing date of the advert, please regard your application as unsuccessful. We wish you well in your future endeavors.

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Designation: PP2504 - Financial Planning Consultant

Category: Individual Clients Consulting - OF7303

Posted by: Alexander Forbes

Posted on: 11 Aug 2025

Closing date: 31 Dec 2025

Location: Durban

Purpose Of The Job

To provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.

Overview

Key performance areas

• Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
• Manage and strengthen relationships with key staff in assigned Corporates
• Source new business from retained clients and by means of referrals
• Support AF’s client related strategies and deliver key goals
• Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy
• Provide the client with information on the performance of the various investment portfolios available
• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
• Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.
• Completed recommendation within agreed turnaround times
• Provide the client with information on the performance of the various investment portfolios available
• Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.
• Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
• Provide holistic financial planning services (including investments, risk cover and estate planning) to clients
• Resolve client concerns, queries and/or complaints
  
  

• Matric
• RE5
• Tertiary qualification , i.e. BCom (majors in Financial Management or Financial Planning or Investments)
• CFP
• Advanced FP qualification , Diploma in Tax / Estate Planning etc (an advantage)
• Minimum 5 years’ experience in a financial advisory role.
• Financial Planning, Presentation Skills, Sales skills, Time management, computer literacy

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

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Durban, KwaZulu-Natal, South Africa 1 hour ago

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