47 Corporate Finance jobs in Cape Town

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.

• 23 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).

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

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

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.

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 acts as the liaison between the practice and the regional or head office.

• Client Services

- Implement the client services experience as defined by the Head of Operations.

- Manage administrative processes, transactions, queries, and reporting in the Financial Planning practice(s).

- Liaise with product providers (PPs) and follow complaint resolution processes.

- Serve as the point of contact for clients, ensuring efficient delivery of requirements.

- Adhere to the principles of Treating Customer Fairly.

- Gather client information and prepare documentation for engagement.

- Conduct FICA and AML checks during onboarding.

- Check transition documentation for completeness and accuracy.

- Handle administration related to client transfers and new business transactions.

- Submit intermediary appointment notes and monitor their submission for successful client transfer and fee collection.

- Ensure completeness and accuracy of new business documentation.

- Submit new business applications with supporting documents.

- Monitor underwriting and acceptance processes.

- Arrange medicals and follow up on outstanding requirements.

- Provide ongoing support to the Financial Planning Partner and clients.

- Manage commission statements and suspense accounts, escalating issues as needed.

- Ensure complete pre-population of mandates and applications in PCS.

- Initiate and maintain instructions via XPlan tasks.

- Prepare client portfolios and ensure data accuracy in XPlan.

- Capture client demographic and financial data.

- Integrate data between XPlan and other systems.

- Upload documentation and maintain records compliant with regulations.

- Distribute communications and prepare for client reviews.

- Use XPlan notes and tasks for organization.

- Understand NAV data to support the practice.

- Track and monitor KPIs, seeking assistance as needed.

- Liaise with the Financial Planning Partner on practice data.

- Assist with organizing client events and strengthen client relationships.

- Support office operations, including reception and facilities.

- Manage procurement of office supplies and marketing materials.

• Understanding of FAIS and FICA legislation
• Experience with XPlan
• Strong communication skills
• Customer-centric and relationship-oriented approach
• Methodical, accurate, and detail-oriented
• Initiative and organizational skills
• Collaborative and critical thinking skills
• Problem-solving abilities
• Teamwork and professional conduct
• Time management and multitasking skills

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

• Client-focused, ownership, and commitment to effectiveness in clients’ lives

Career
We are a UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission. As a UK based firm, we are very down to earth and agile in our approach to management and we think you will like being here. a lot.

About the role
We are a fast-paced, UK based growing wealth and financial planning firm, evolving and streamlining our offerings and services to our high net worth clients. We have a decent UK based team, but we are expanding our support by hiring great people in South Africa. You will gain exposure to assisting our Financial Planners producing full illustrations, cash flow modelling and writing in-depth suitability reports.

Accountabilities

1. Conduct the relevant research required to make financial recommendations.
2. Produce suitability reports to document the advice that is to be provided.
3. Undertake cash flow modelling in line with client cases.
4. Provide excellent client service to both our clients and Financial Planners.

1. Minimum 2 years experience working within a Paraplanning role, preferably within a financial or wealth management firm.
2. Experience working with IT systems that support this service - We use XPlan but full training will be provided.
3. Good technical knowledge and understanding of FCA rules.
4. You must be qualified. Our UK Paraplanners hold a Level 4 Diploma in Financial Planning. We would want you to be comparable.
5. Excellent knowledge of Pensions and Investment products.
6. Good understanding of cash flow.
7. Priority will go to anyone that has supported a UK firm previously.

Join to apply for the Financial Planning Assistant (Somerset West) role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Assistant (Somerset West) role at ExecutivePlacements.com - The JOB Portal

Financial Planning Assistant (Somerset West)

Recruiter:

PartnerUp (Pty) Ltd

Job Ref:

600169412

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

Referrals increase your chances of interviewing at ExecutivePlacements.com - The JOB Portal by 2x

Get notified about new Financial Planning Assistant jobs in Cape Town, Western Cape, South Africa .

Bellville, Western Cape, South Africa 3 days ago

Bellville, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 4 hours ago

Cape Town, Western Cape, South Africa 5 days ago

City of Cape Town, Western Cape, South Africa 1 week ago

Pinelands, Western Cape, South Africa 5 days ago

Cape Town, Western Cape, South Africa 5 days ago

Pinelands, Western Cape, South Africa 5 days ago

Cape Town, Western Cape, South Africa 5 days ago

Pinelands, Western Cape, South Africa 5 days ago

Cape Town, Western Cape, South Africa 4 hours ago

Pinelands, Western Cape, South Africa 5 days ago

Cape Town, Western Cape, South Africa $600.00-$800.00 23 hours ago

Cape Town, Western Cape, South Africa 1 week ago

City of Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 1 month ago

City of Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 3 months ago

City of Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 3 weeks ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 2 days ago

Cape Town, Western Cape, South Africa 6 days ago

Cape Town, Western Cape, South Africa 5 days ago

Pinelands, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 2 weeks ago

Cape Town, Western Cape, South Africa 10 months ago

Cape Town, Western Cape, South Africa 3 days ago

Cape Town, Western Cape, South Africa 2 days ago

City of Cape Town, Western Cape, South Africa 4 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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
   o Implementation of the client services experience, as defined by the Head of Operations.
   o Take full responsibility for the implementation of administrative processes and controls in the
      Financial Planning practice(s) (including all transactions, queries, reporting etc.).
   o Liaison between Financial Planner Partner and product providers (PPs).
   o Equipped to follow the formal complaint resolution process.
   o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
      the Financial Planning Partner(s).
   o Adhere to the culture and principles of Treating Customer Fairly. 

• Operations:
   o Collation of all clients related information (data discovery and fact find) and preparation of
      documentation for engagement between Financial Planning Partner and client.
   o FICA and AML capture and checking on client onboard process.
   o Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
      client file checklist & lodgment rules.
   o Administration relating to client transfer and new business transactions.
   o Submission of intermediary appointment notes to relevant PPs.
   o Monitoring the submission of intermediary appointment notes to ensure clients successfully
      transfer to the license group and that ongoing fees are received from the relevant PPs.
   o Capture and checking of new business documentation to ensure completeness and accuracy in
      alignment to the lodgment rules.
   o Submission of new business application(s), together with supporting documentation to relevant PPs.
   o Monitoring the underwriting and acceptance of new business transactions.

   o Arranging medicals for clients where required and follow up on outstanding requirements to ensure
      new business transactions are confirmed by the relevant PPs timeously.
   o Providing an ongoing service and maintenance support function to the Financial Planning Partner
      and his / her clients.
   o Check Commission statements from CommPay (internal commission module linked to CRM) and
      PPs. Manage commission suspense accounts aligned to compliant new business lodgment.
   o Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.

• Operational support for Portfolio Managers and CRMs
   o Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and
      applications.
   o All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.

• IT & Systems
   o Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan
      Policy Schedules are up to date and accurate.
   o Data capture of client demographic data on client relationship management system XPlan.
   o Client financial data capture (ASTUTE, PPs and manual).
   o Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial
      Planning Partner.
   o Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
   o Ensure proper record keeping in line with business rules and where relevant, legislation & safe
      storage into XPlan.
   o Distribute communication(s) to clients as stipulated in the client management plan. (Auto
      communication registration and health keeping)
   o Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
   o Extensive use of XPlan notes and tasks to manage client records and organization of practice.
   o Prepare for clients reviews as per client review template.
   o Client review preparation by producing and checking the Client Consolidated Reports (CCR) from
      NAV (the company’s proprietary software that manages all aspects of the Partner’s practice).
   o Maintain an accurate diary system. (XPlan & Outlook integration)
   o Address all technology issues experienced by the Financial Planning Partner and facilitate the
      solution - liaison with the IT support desk etc.

• NAV & KPIs
   o Full awareness and understanding of information available on NAV to support the Financial Planning
      Partner(s).
   o Track and monitor personal KPIs on NAV.  

   o Request assistance and guidance from POM where KPI scores reflect gaps.
   o Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.

• Marketing Support
   o Assist with the organization of client events in conjunction with the events coordinator i.e. booking
      venues, RSVP management, event management etc.
   o Assisting Financial Planning Partners at client events.
   o Function as a primary point of contact for clients thus strengthening client relationships.

• Office Management
   o Support the general office management including reception, facilities, meeting room management,
      stationery, marketing material etc.
   o Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
      Partnership Operations Manager timeously to avoid running out of stock.
 

Knowledge:
• Financial Services Industry
• Understanding of FAIS and FICA legislation
Competencies
• 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
being flexible to accommodate the changing needs of the clients.
• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional
conduct are always expected and required.
• 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.

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

Attributes
• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
in our clients’ lives and can facilitate and assist Financial Planning Partner(s)