1,551 Finance Managers jobs in South Africa

About the Role

We are seeking a detail-oriented, self-driven FP&A Analyst to join our finance team. The successful candidate will play a key role in preparing financial reports, managing forecasting cycles, and providing insights that support strategic decision-making.

Key Responsibilities

• Prepare and analyze monthly management accounts, forecasts, and financial results.
• Manage revenue reporting and performance metrics, including retention and churn analysis.
• Support annual budgeting, rolling forecasts, and scenario modelling.
• Produce dashboards, variance analysis, and presentations for senior stakeholders.
• Translate complex financial data into actionable insights for leadership teams.
• Drive efficiencies in financial systems, reporting accuracy, and forecasting tools.
• Supervise and support junior staff as required.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• Professional qualifications (advantageous): CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA, or a relevant Honours/Postgraduate Diploma in Financial Modelling or Financial Planning.
• Minimum 5 years' relevant experience in FP&A, financial modelling, or revenue reporting.
• Strong analytical skills with advanced Excel and financial modelling expertise.
• Experience with ERP/BI tools (e.g., SAP, Power BI, or similar) is advantageous.
• Ability to present financial insights clearly and confidently to stakeholders.

Key Attributes

• Strong attention to detail.
• Deadline-driven and self-motivated.
• Excellent interpersonal and communication skills.
• Proactive and solutions-focused.
• Effective collaborator with the ability to manage and guide junior staff.

Job Type: Permanent

Pay: From R40 000,00 per month

Ability to commute/relocate:

• Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your current monthly CTC?
• What is your highest professional qualification? (CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA or equivalent)

Education:

• Bachelors (Required)

Experience:

• FP&A, financial modelling, or revenue reporting: 3 years (Required)
• financial forecasting and budgeting cycles: 3 years (Required)
• preparing variance analysis and management reports: 3 years (Required)

Work Location: In person

The Financial Planning & Analysis Manager is responsible for managing an effective and efficient operation of the financial planning, analysis, reporting and accounting function. The Financial Planning & Analysis Manager supports management, especially the Controller, in decision making regarding Finance & Control and Business matters, with investigations, analyses, reports, presentations and advice.

He/She performs economic research and analysis for use in the development of business strategies and tactics and in the subsequent appraisal of the results. The Financial Planning & Analysis Manager may also prepare statistical studies (economic and financial) and forecasts for business conditions and trends and draws relevant conclusions. Additionally, provides the business management with accurate and reliable internal financial information and external financial statements regarding the performance and the valuation of the business for various stakeholders.

Job Description:
JOB CONTEXT
The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

Key Accountabilities
Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

Minimum Requirements

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation

Our organisation:
Trouw Nutrition is the global leader in innovative feed specialties, premixes and nutritional services for the animal nutrition industry. Trouw Nutrition provides species-specific nutritional solutions consisting of feed concepts, products and nutritional know-how. The unique combination of products, models and services Trouw Nutrition offers, boosts productivity and supports animal health through all life stages, contributing to our customers' peace of mind. Trouw Nutrition's nutrition solutions have met the need of farmers and home-mixers, feed producers, integrators and distributors. Trouw Nutrition has locations in 25 countries and around 5000 employees. Our mission is Feeding the Future.

Equal Opportunity Employer:
Trouw Nutrition is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, military status or any other status protected by applicable local law. Please advise us at any point during the recruitment and selection process if you require accommodation. Trouw Nutrition is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

Overview

Description

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion, to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial / RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories, providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving.
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years’ experience in financial planning, commercial finance, or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools, with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills, capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure, deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture, uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future, you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Data Driven, Finance, Financial Analysis, Financial Forecasting, Financial Planning, Forecasting

Overview

Job Description Summary: We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

Location(s): South Africa

City/Cities: Johannesburg

Travel Required: 00% - 25%

Relocation Provided: No

Job Posting End Date: September 29, 2025

Shift:

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion , to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories , providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving .
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years' experience in financial planning, commercial finance , or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools , with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills , capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure , deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture , uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future , you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Data Driven, Finance, Financial Analysis, Financial Forecasting, Financial Planning, Forecasting

We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what's possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors - curious, empowered, inclusive and agile - and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.

Overview

Location(s): South Africa

City/Cities: Johannesburg

Travel Required: 0% - 25%

Relocation Provided: No

Job Posting End Date: September 29, 2025

Shift:

Job Description Summary:

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion , to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories , providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving .
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years’ experience in financial planning, commercial finance , or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools , with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills , capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure , deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture , uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future , you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Data Driven, Finance, Financial Analysis, Financial Forecasting, Financial Planning, Forecasting

We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what’s possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors – curious, empowered, inclusive and agile – and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.

Overview

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.
• Utilize and manage financial planning systems, particularly Hyperion , to develop and maintain accurate forecasts, scenario planning, and P&L reviews.
• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.
• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.
• Translate financial results and forecasts into clear, actionable insights and stories , providing commentary that supports business performance management and risk mitigation.
• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.
• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.
• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving .
• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.
• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

• Minimum of 10 years’ experience in financial planning, commercial finance , or a related strategic finance role.
• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.
• Proficiency in Hyperion and other financial planning tools , with a hands-on approach to scenario modeling and variance analysis.
• Strong storytelling and communication skills , capable of turning complex data into compelling business narratives.
• Proven ability to manage ambiguity and pressure , deliver under tight timelines, and juggle multiple priorities with calm focus.
• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.
• A people-first leader who promotes a strong, inclusive culture , uplifts capabilities, and drives engagement across diverse teams.

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future , you will:

• Leverage our boundaryless network
• Live our culture code with intention
• Build future-ready capabilities
• Become part of an adaptable, agile organization

Skills: Financial Forecasting; Financial Analysis; Finance; Financial Planning; Forecasting; Data Driven

Context & Environment

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

Activities

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.

• 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

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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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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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