43 Estate Planning Specialist jobs in Johannesburg

Discovery Connect Learnership: Wealth Management

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Connect

Discovery Connect uses the world’s foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery’s products. We aim to cover one million lives by 2023 with our extensive product range – from health insurance, long and short term insurance and investments, to banking and Vitality.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

• Maintenance of accurate details and statistics related to queries received and resolved.
• Coordination of administration and routing of tasks and queries to correct departments and consultants.
• Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
• Comprehensive management of queries received
• Log IT request for call retrievals
• Assist with the retrieval of call recordings.
• Identify sales opportunities

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

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SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

Financial Planning Analyst

Recruiter:

Network Recruitment

Job Ref:

NFU /KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:



SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

POSITION INFO:

Job & Company Description:

This multinational organization is looking for a skilled Financial Planning Analyst to join their high-performing finance team. The role will be responsible for supporting financial planning processes, budgeting, forecasting, and providing in-depth analysis to influence business strategies. You will collaborate with cross-functional teams and senior stakeholders to ensure sound financial insights drive commercial success.

This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and is looking to take their career to the next level within a globally recognized brand.

Job Experience & Skills Required:

• Bachelor’s degree in Finance, Accounting, or related field (CIMA/ACCA/CA(SA) advantageous)
• 3+ years of experience in financial planning & analysis, preferably within FMCG or manufacturing
• Strong analytical and Excel modeling skills; experience with SAP or similar ERP systems preferred
• Excellent communication and business partnering skills
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Reference: NFU -PMA-1

Calling all immediately available Financial Planning Analysts with experience in the Healthcare sector! An exciting opportunity awaits you to join my client's team on a 12-month fixed-term contract. Apply now and take the next step in your career journey.

My client, located in Johannesburg, is in search of a Financial Planning Analyst to join their team. Reporting directly to the Chief Financial Officer, this senior managerial role requires strong people management skills. As the FP&A, you'll oversee monthly account management, financial control, strategy development, risk management, and ensure compliance and governance standards. If you're ready to take on this dynamic role, apply today and seize the opportunity to contribute to a forward-thinking multinational organization.

1. CA(SA)
2. 5 Years Minimum experience in a similar role
3. System implementation experience is imperative
4. Experience working with large volumes of data
5. Advanced Excel Skills

If you are interested in this opportunity, please apply directly.

R - R - Annually

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SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a

Financial Planning Assistant

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN /JC

Date posted:

Thursday, June 19, 2025

Location:

Johannesburg, South Africa

Salary:

17000 Monthly

SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a Financial Planning Assistant . Join a committed team focused on exceptional client engagement.

POSITION INFO:

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, you’ll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities:

• 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.
  
  

• 2–3 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).
  
  

• Only shortlisted candidates will be contacted**
  
  
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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• Own the regional budgeting, forecasting, and planning process like a boss, aligning the numbers with the bigger picture.
• Use data like a detective uncover insights through smart analytics, reports, and financial modelling that make people sit up and listen.
• Design performance frameworks and KPIs that actually mean something then make sure they stick across all sites.
• Get hands-on with operational spending, spotting where the moneys leaking and how to plug the gaps with purpose.
• Run the numbers behind big-ticket projects: From ROI to "what if" scenarios, your analysis will steer major calls.
• Work closely with leadership to bake financial thinking into every level of the business.
• Drive better, faster, and smarter processes, leading system optimisation across SAP, HFM, TM1, and Power BI.
• Benchmark against the best, flag whats working (and whats not), and help the business level up.

• CA(SA) qualification non-negotiable.
• 10+ years in finance, with at least 5 of those in mining operational finance.
• Strong experience in strategy, cost control, and turning data into decisions.
• Deep knowledge of SAP, HFM, TM1, and Power BI not just familiarity, but confidence.
• Proven leadership across large, complex, multi-site operations you know how to keep the chaos organised.

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?

This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.

Responsibilities:

Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.

Qualifications and Experience:

A minimum of 5 years in a similar Para-planning role.

• Develop and maintain robust financial models to support strategic initiatives.
• Drive annual budgeting and rolling forecast processes.
• Analyse business performance and provide actionable insights to management.
• Partner with operational teams to improve cost efficiency and profitability.
• Support long-term strategic planning and investment decisions.

• Education: CIMA qualification (ACMA, CGMA) is essential.
• Experience: 36 years experience in financial planning and analysis (FP&A), preferably within the manufacturing or industrial sector.
• Skills: Strong financial modelling, data analysis, and advanced MS Excel/ERP systems proficiency.
• Strong business partnering and presentation skills with the ability to influence stakeholders.
• Commercially astute with a drive for continuous improvement.

GREAT opportunity at Point Group.

We are looking to appoint an FP&A Analyst / Lead, a role that sits at the center of financial planning, analysis, and strategic decision-making.

This individual will work closely with Group Finance and the broader leadership team to deliver reporting and insights that drive performance, enhance profitability, and ensure disciplined cash and risk management.

The ideal candidate will bring:

• A solid grounding in financial reporting, forecasting, and cash flow management

• Strong technical proficiency with tools such as Excel, Power BI, and financial reporting systems

• A proactive mindset and the ability to operate in a dynamic and challenging environment

• Approximately 3-5 years' experience in FP&A or a similar field

• A degree in Accounting or Financial Management; CA(SA), CIMA or equivalent would be a distinct advantage

This is an excellent opportunity for someone looking to step into a role with meaningful exposure across the Point business and to contribute directly to strategic and operational outcomes.

If you know someone who might be suitable, or if you're personally interested in exploring the role, please feel free to connect with me.

Thanks in advance for any referrals or introductions you're able to provide.