42 Estate Planning Specialist jobs in Johannesburg

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 Vitality

Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

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.

Areas of responsibility may include but not limited to

Wealth Management:

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

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.

Job Description:

Position:

• Facilitator - INSETA Wealth Management L5

Minimum Education and/or Qualifications required:

• Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated
• Facilitation qualifications or equivalent
• ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage
• Qualification in Supply Chain Management/Logistics/ project management

Minimum Experience required:

• 3 - 5 years’ experience in HRD / Training and Development field
• 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context
• 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5

Minimum Job Competencies required:

• A workable understanding of SETA, QCTO & SAQA
• Understand principles of Education, Training and Development
• Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA)
• Ability to identify, quality assure and/or assess theoretical modules required
• Ability to present / deliver training modules
• Good facilitation and presentation skills
• Ability to liaise with all levels throughout the Organisation and/or Group
• High level of computer literacy
• Qualified & registered assessor (where/when applicable)

Domaine Finance

Type de contrat CDI

Expérience Minimum 3 ans

Complex regulatory framework within the petroleum industry with ongoing changes over the years

Low profitability culture across the organisation, resulting in poor variance analysis in the different business

As a Financial Planning Analyst you would be responsible for the following duties and responsibilities:

• Deliver an annual Long-term plan & Budget packages in line with the group instruction and ensure the consistency of information captured in the pack is line with management decisions & business expectations.
• Collaborate with Management and Strategy teams to align financial strategies with overall business objectives. Provide recommendations based on financial analysis. Develop scenario analysis capability for multi business stream activity.
• Variance Analysis: Conduct in-depth variance analysis to explain discrepancies between actual results, budget, and forecasts. Recommend corrective actions if necessary.
• Assist with the evaluation of company performance by analysing financial and operational data, including the performance of ad hoc analysis
• Forecast Accuracy: Ensure the accuracy and reliability of financial forecasts and models, support the continuous development of financial models and data analytics tools.

• Facilitate the implementation of Capex controlling practices and policies across TMSA and NBE in accordance to Group policies.
• Create and maintain investment structure for affiliates and load budget on SAP as per approved Formal Commitment of Authority (FCA) and manage the 10% tolerance adjustments.
• Assist in the preparation of both the annual Capex budget and rolling long-term plan (LTP.)
• Produce the monthly Capex reporting pack – with clear, concise and meaningful reporting and analysis; communicate appropriate explanation for variances – for Board, MANCOM and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting the planning of the business units to enhance Capex control and time tracking.

• To effectively manage and minimize HSE risk within area of responsibility by ensuring:
• Compliance with all HSE Policies, rules, guideline and legal requirements
• Promotion of safe working environment and positively contributing to the company HSE KPIs and risk reduction strategies
• That HSE competency requirements are identified & enforced within area of responsibility

A Financial Planning Analyst would possess for the following:

• Financial degree (Postgraduate) plus 5 to 7 years related business experience, and in-depth knowledge of industry
• Comprehensive understanding of functional interactions across the entire company
• Knowledge of TotalEnergies Group reporting rules
• Very good personal computer skills (Excel, advanced database skills and Financial modelling ability)
• Key competencies include good interpersonal skills, ability to work under pressure and meet deadline, analytical and attention to detail
• English is the working language

TotalEnergies is an equal opportunity employer and all applicants that meet the specified criteria will receive consideration for employment without discriminating unfairly on any arbitrary ground, including but not limited to race, gender, sex, ethnic or social origin, colour, sexual orientation, age, disability, religious conscience belief, political opinion, culture, language, marital status, or family responsibi lity

Overview

Join to apply for the Financial Planning Analyst role at TotalEnergies .

Complex regulatory framework within the petroleum industry with ongoing changes over the years. Low profitability culture across the organisation, resulting in poor variance analysis in the different business.

• Deliver an annual Long-term plan & Budget packages in line with the group instruction and ensure the consistency of information captured in the pack is in line with management decisions & business expectations.
• Collaborate with Management and Strategy teams to align financial strategies with overall business objectives. Provide recommendations based on financial analysis. Develop scenario analysis capability for multi business stream activity.
• Variance Analysis: Conduct in-depth variance analysis to explain discrepancies between actual results, budget, and forecasts. Recommend corrective actions if necessary.
• Assist with the evaluation of company performance by analysing financial and operational data, including the performance of ad hoc analysis.
• Forecast Accuracy: Ensure the accuracy and reliability of financial forecasts and models, support the continuous development of financial models and data analytics tools.

• Facilitate the implementation of Capex controlling practices and policies across TMSA and NBE in accordance to Group policies.
• Create and maintain investment structure for affiliates and load budget on SAP as per approved Formal Commitment of Authority (FCA) and manage the 10% tolerance adjustments.
• Assist in the preparation of both the annual Capex budget and rolling long-term plan (LTP).
• Produce the monthly Capex reporting pack – with clear, concise and meaningful reporting and analysis; communicate appropriate explanation for variances – for Board, MANCOM and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting the planning of the business units to enhance Capex control and time tracking.

• To effectively manage and minimize HSE risk within area of responsibility by ensuring: compliance with all HSE policies, rules, guidelines and legal requirements.
• Promotion of a safe working environment and positively contributing to the company HSE KPIs and risk reduction strategies.
• That HSE competency requirements are identified & enforced within area of responsibility.

• Financial degree (Postgraduate) with 5 to 7 years related business experience, and in-depth knowledge of the industry.
• Comprehensive understanding of functional interactions across the entire company.
• Good accounting knowledge.
• Knowledge of TotalEnergies Group reporting rules.
• Very good PC skills (Excel, advanced databases) and financial modelling ability.
• Key competencies include good interpersonal skills, ability to work under pressure and meet deadlines, analytical and attention to detail.
• English is the working language.

TotalEnergies valorise la diversité, promeut le développement individuel et offre des opportunités d'emploi égales à tous les candidats.

• Mid-Senior level

• Full-time

• Finance and Sales

• Oil and Gas

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

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

Domain Finance

Type of contract Regular position

Experience Minimum 3 years

Complex regulatory framework within the petroleum industry with ongoing changes over the years

Low profitability culture across the organisation, resulting in poor variance analysis in the different business

As a Financial Planning Analyst you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver an annual Long-term plan & Budget packages in line with the group instruction and ensure the consistency of information captured in the pack is line with management decisions & business expectations.
• Collaborate with Management and Strategy teams to align financial strategies with overall business objectives. Provide recommendations based on financial analysis. Develop scenario analysis capability for multi business stream activity.
• Variance Analysis: Conduct in-depth variance analysis to explain discrepancies between actual results, budget, and forecasts. Recommend corrective actions if necessary.
• Assist with the evaluation of company performance by analysing financial and operational data, including the performance of ad hoc analysis
• Forecast Accuracy: Ensure the accuracy and reliability of financial forecasts and models, support the continuous development of financial models and data analytics tools.

CAPEX

• Facilitate the implementation of Capex controlling practices and policies across TMSA and NBE in accordance to Group policies.
• Create and maintain investment structure for affiliates and load budget on SAP as per approved Formal Commitment of Authority (FCA) and manage the 10% tolerance adjustments.
• Assist in the preparation of both the annual Capex budget and rolling long-term plan (LTP.)
• Produce the monthly Capex reporting pack – with clear, concise and meaningful reporting and analysis; communicate appropriate explanation for variances – for Board, MANCOM and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting the planning of the business units to enhance Capex control and time tracking.

HSEQ

• To effectively manage and minimize HSE risk within area of responsibility by ensuring:
• Compliance with all HSE Policies, rules, guideline and legal requirements
• Promotion of safe working environment and positively contributing to the company HSE KPIs and risk reduction strategies
• That HSE competency requirements are identified & enforced within area of responsibility

A Financial Planning Analyst would possess for the following:

•Financial degree (Postgraduate) plus 5 to 7 years related business experience, and in-depth knowledge of industry

•Comprehensive understanding of functional interactions across the entire company

•Knowledge of TotalEnergies Group reporting rules

• Very good personal computer skills (Excel, advanced database skills ( and Financial modelling ability )

•Key competencies include good interpersonal skills, ability to work under pressure and meet deadline, analytical and attentionto detail

• English is the working language

TotalEnergies values diversity, promotes individual growth and offers equal opportunity careers.

TotalEnergies is an equal opportunity employer and all applicants that meet the specified criteria will receive consideration for employment without discriminating unfairly on any arbitrary ground, including but not limited to race, gender, sex, ethnic or social origin, colour, sexual orientation, age, disability, religious conscience belief, political opinion, culture, language, marital status, or family responsibi lity