16 Budgets jobs in Cape Town

• Revenue Reporting Lead revenue forecasting, reporting, and analysis across global business units, including KPIs like GRR, NRR, and churn analysis.
• Financial Planning & Analysis Manage budgeting cycles, rolling forecasts, and scenario modelling.
• Executive Reporting Deliver insightful dashboards, variance analysis, and board-level presentations.
• Data & Insights Translate complex financial data into clear, actionable insights for senior leadership.
• Process Development Enhance reporting accuracy and improve forecasting tools and financial systems.

• BCom Degree in Accounting. Completed CA(SA)/CIMA advantageous
• 5+ Years Experience in FP&A, financial modelling, or revenue reporting
• Tech industry experience advantageous
• Strong analytical skills with advanced Excel and financial modelling expertise
• Exposure to ERP/BI tools (SAP, Power BI, or similar) advantageous
• Exceptional communication skills with the ability to present financial insights to senior stakeholders
• Ability to work independently in a remote environment while maintaining team collaboration

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment!

1. Financial Analysis: Conduct in-depth analysis of financial data to drive strategic decision-making and identify areas for improvement.
2. Budgeting and Forecasting: Collaborate with cross-functional teams to develop accurate budgets and forecasts, ensuring alignment with business objectives.
3. Performance Monitoring: Track key performance indicators (KPIs) and financial metrics, providing insights to optimize operational efficiency and profitability.
4. Variance Analysis: Analyze variances between actuals and forecasts, investigating discrepancies and recommending corrective actions as needed.
5. Financial Modelling: Develop complex financial models to support long-term planning and scenario analysis, aiding in risk assessment and mitigation.

1. Qualified Chartered Accountant (CA(SA)) with a strong academic background.
2. Previous experience in financial analysis or planning within the FMCG industry is highly desirable.
3. Proficiency in financial modelling and data analysis tools (Excel, SAP, etc.).
4. Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
5. Strong analytical mindset with a strategic approach to problem-solving.

1. Innovative Environment: Be part of a forward-thinking company that values innovation and creativity.
2. Career Growth: Take advantage of opportunities for professional development and advancement within a thriving industry.
3. Impactful Work: Make a tangible impact on the company's financial performance and contribute to its success.
4. Collaborative Culture: Work alongside a talented team of professionals who are passionate about driving results and achieving excellence.

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

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Financial Planning Assistant (Somerset West)

Recruiter:

PartnerUp (Pty) Ltd

Job Ref:



Date posted:

Tuesday, May 13, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Purpose of role:

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services

to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in

their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the

administrative, operations and client services support to the Financial Planning Partner and is the liaison person

between the practice and the regional office / head office.

Categories:

• Client Services
• Implementation of the client services experience, as defined by the Head of Operations.
• Take full responsibility for the implementation of administrative processes and controls in the
  
  

• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal complaint resolution process.
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
  
  

• Adhere to the culture and principles of Treating Customer Fairly.
• Operations:
• Collation of all clients related information (data discovery and fact find) and preparation of
  
  

• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
  
  

• Administration relating to client transfer and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• Monitoring the submission of intermediary appointment notes to ensure clients successfully
  
  

• Capture and checking of new business documentation to ensure completeness and accuracy in
  
  

• Submission of new business application(s), together with supporting documentation to relevant PPs.
• Monitoring the underwriting and acceptance of new business transactions.
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure
  
  

• Providing an ongoing service and maintenance support function to the Financial Planning Partner
  
  

• Check Commission statements from CommPay (internal commission module linked to CRM) and
  
  

• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.
• Operational support for Portfolio Managers and CRMs
• Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and
  
  

• All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.
• IT & Systems
• Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan
  
  

• Data capture of client demographic data on client relationship management system XPlan.
• Client financial data capture (ASTUTE, PPs and manual).
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial
  
  

• Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
• Ensure proper record keeping in line with business rules and where relevant, legislation & safe
  
  

• Distribute communication(s) to clients as stipulated in the client management plan. (Auto
  
  

• Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Prepare for clients reviews as per client review template.
• Client review preparation by producing and checking the Client Consolidated Reports (CCR) from
  
  

• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Financial Planning Partner and facilitate the
  
  

• NAV & KPIs
• Full awareness and understanding of information available on NAV to support the Financial Planning
  
  

• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.
• Marketing Support
• Assist with the organization of client events in conjunction with the events coordinator i.e. booking
  
  

• Assisting Financial Planning Partners at client events.
• Function as a primary point of contact for clients thus strengthening client relationships.
• Office Management
• Support the general office management including reception, facilities, meeting room management,
  
  

• Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
  
  

• Financial Services Industry
• Understanding of FAIS and FICA legislation
  
  

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
• Experience with XPlan
• Good verbal and written communications skills
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while
  
  

• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional
  
  

• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful
• Resilient under pressure
• Ability to multi-task
• Maintain absolute confidentiality.
  
  

• 2-3 years in the financial services industry required.
• Relevant tertiary education or courses.
  
  

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Senior Legal Specialist within the Financial Planning and Wealth industry with an LLB, Postgraduate Diploma Financial Planning and preferably CFP, with minimum 10 years’ experience in the Financial Services Industry, required to participate in the enhancement of the advice process and digital financial advice tool utilising financial planning experience.

Minimum Requirements:

• Bachelor of Law (LLB) essential
• Postgraduate Diploma Financial Planning advantageous
• CFP (advantageous)
• Minimum 10 years’ relevant experience in the financial services industry required
• Ability to handle confrontational discussions
• Solutions orientation
• Excellent verbal and written communication skills
• Strong interpersonal and relationship building skills
• Presentation skills (design and present in front of audience)

Duties and Responsibilities:

• Deal with daily tactical and legal matters
• Implement regulatory change required in Distribution
• Ensure proactive technical support to advisers is running efficiently
• Continuous interaction with marketing, distribution and other divisional teams
• Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters (e.g., EB, s42, HNW product offering etc.)
• Process owner (non-digital) of Wealth Advice Process – define and document requirements based on business needs for digital advice project
• As SME, support the digital advice team with practical suggestions and logical rules to guide and monitor advice to clients
• Provide technical support to advisers, TAS colleagues, other Distribution teams (including Marketing) on proactive and reactive basis
• Technical support to advisers/colleagues/regional distribution teams on advice process system related queries/issues
• Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals on how such impact can be managed and mitigated within the Distribution network with the support of standardised processes, standardised documents and systems
• Represent TAS on distribution/advice and technical matters both within TAS and non-TAS related committees / forums
• Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth Review and improve Fiduciary processes, policies, local & offshore provider services and IT support systems
• Responsible for CPD accredited training
• Effective management of direct reporting staff

If you are a South African citizen & your CV meets the above criteria, please send your CV.