609 Financial Advisor Nelspruit jobs in South Africa

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Date: 5 Aug 2025

Location:

Nelspruit, Mpumalanga, ZA

Who are we?

Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - Contributing independently

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert: Create Alert

Date: 5 Aug 2025

Location:

Nelspruit, Mpumalanga, ZA

Who are we?

Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

• Providing sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added products

• Gain and maintain an in-depth understanding of SRM product ranges.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
• Conduct due diligence on clients to identify and flag risks.
• Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

In-branch Client Service and Client Retention:

• Responsible for servicing and managing all client profiles to ensure clients remain on the books.
• Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
• Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
• Manage persistency of client payments in favour of both the branch and the client.
• Gain insight into client risk profiles to proactively identify where support will be required.
• Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
• Responsible for in-branch servicing in line with client experience standards:
• Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
• Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

Quality, Compliance and Continuous Development:

• Remain up to date with and continuously adhere to compliance and quality standards.
• Keep up to date with own registration, product knowledge and maintenance of own CPD points.
• Identify risks and flag potentially fraudulent activities.
• Keep and store relevant records of advice.
• Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

Monthly Planning and Reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Perform any ad-hoc requirements as requested by the Retail Branch Manager

• 1-year experience in a sales or marketing capacity
• Experience within insurance branches an advantage
• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment

Broker Support

Administration and processing of new and existing business

Business Building

Partnership Building

Coach and develop others

Business insight - Contributing independently

Decision quality - Contributing independently

Builds effective teams - Contributing independently

Plans and aligns - Contributing independently

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

Domain: Finance

Type of contract: Regular position

Experience: Minimum 3 years

Understanding of complex regulatory frameworks within the petroleum industry, with ongoing changes over the years

Experience in organizations with low profitability cultures, resulting in poor variance analysis across different business units

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

Budgeting & Forecasting

• Deliver annual long-term plans and budget packages aligned with group instructions, ensuring consistency with management decisions and business expectations.
• Collaborate with management and strategy teams to align financial strategies with overall business objectives; develop scenario analysis capabilities for multi-business stream activities.
• Conduct in-depth variance analysis to explain discrepancies between actual results, budgets, and forecasts; recommend corrective actions as needed.
• Assist in evaluating company performance by analyzing financial and operational data, including ad hoc analyses.
• Ensure the accuracy and reliability of financial forecasts and models; support the development of financial models and data analytics tools.

CAPEX

• Implement Capex controlling practices and policies across TMSA and NBE in accordance with group policies.
• Create and maintain investment structures for affiliates; load budgets on SAP according to approved Formal Commitment of Authority (FCA), managing 10% tolerance adjustments.
• Assist in preparing annual Capex budgets and rolling long-term plans (LTP).
• Produce monthly Capex reporting packs with clear, concise analysis; communicate explanations for variances to the Board, MANCOM, and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting planning and Capex control.

HSEQ

• Manage and minimize HSE risks by ensuring compliance with all HSE policies, rules, guidelines, and legal requirements.
• Promote a safe working environment and contribute positively to HSE KPIs and risk reduction strategies.
• Identify and enforce HSE competency requirements within the area of responsibility.

A Financial Planning Analyst should possess:

• A postgraduate degree in finance, with 5 to 7 years of relevant business experience and in-depth industry knowledge.
• Comprehensive understanding of functional interactions across the entire company.
• Knowledge of TotalEnergies Group reporting rules.
• Excellent personal computer skills, including advanced Excel, database skills, and financial modeling abilities.
• Strong interpersonal skills, ability to work under pressure and meet deadlines, analytical skills, and attention to detail.
• Fluency in English, which is the working language.

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

TotalEnergies is an equal opportunity employer. All applicants meeting the criteria will be considered without discrimination based on race, gender, age, disability, religion, or other protected characteristics.

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3 days ago Be among the first 25 applicants

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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:

NFU014168/KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:

84000

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

We have partnered with a UK-headquartered multinational that is redefining how businesses and individuals create branded products and experiences. They are on the lookout for a sharp, commercially strong FP&A Analyst to join their dynamic finance team. This role is fully remote (SA-based candidates only) but you will be working with teams across the UK, Europe and the US.

As the FP&A Analyst, you will be the storyteller behind the numbers turning data into actionable insights and working directly with marketing, eCommerce, category management and logistics teams. Your work will influence strategic decisions and help shape the business’s future.

Key Responsibilities:

• Business partner with Commercial & Operations teams
• Own and evolve key financial models
• Monthly board reporting & performance analysis
• Present insights to both finance & non-finance audiences

Qualifications and experience required:

• Must be a qualified Accountant (CIMA, ACCA or ACA)
• Strong Excel & financial modelling skills (SQL or Tableau knowledge advantageous)
• A natural communicator. Able to simplify the complex
• Analytical, curious and proactive
• Strong experience in FP&A or business partnering

Curious to know more? Let us connect! Apply today.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance
• Industries Printing Services and Design 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:

DBN000451/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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Reference: NFU011079-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 12000 - R 14000 - Annually

Are you passionate about harnessing financial data to drive strategic decisions and propel organizational growth? My client is seeking a talented Financial Planning Analyst to join their team and play a pivotal role in shaping financial strategies. If you're ready to dive into the numbers, analyse trends, and provide invaluable insights to drive business success, I want to hear from you!

Responsibilities:

• Develop and Improve Financial Planning: Continually refine budgeting, financial projections, and operating forecasts to provide accurate insights into future financial performance.
• Commercial Insight and Analysis: Provide deep insights into financial results, identifying trends and challenging business performance to drive improvement.
• Key Performance Indicator Analysis: Analyse and interpret key performance indicators (KPIs) related to financial metrics such as sales, expenses, and profit margin, highlighting trends and variances.
• Support Strategic Initiatives: Assist in strategic planning and initiatives, including acquisitions and investment appraisals, by providing expert financial planning and modelling skills.
• Market Analysis and Forecasting: Analyse market trends and forecast future developments using scenario and sensitivity analysis, providing actionable insights for decision-making.
• Pricing Analysis: Utilize pricing data from industry standards, sales trends, and competitor analysis to inform decision-makers and recommend pricing strategies aligned with market trends.
• Financial Modelling: Apply advanced financial modelling methods to assess the potential impact of pricing strategies on profitability and recommend optimal strategies.

Experience:

• Bachelor’s degree in finance, accounting, or economics.
• Professional qualifications such as CA, CPA, or CFA preferred.
• Minimum of 5 years of practical and relevant analytical experience.

How to Apply:
If you meet the above requirements, please send your resume DIRECTLY to:

For more finance jobs, please visit our website:
If there is no reply within two weeks, please assume that your application for the vacancy was unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.

• 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).