48 Financial Advisors jobs in Gauteng

Role Purpose

To develop theoretical knowledge and practical skills through a comprehensive learnership program which enables professional growth, and fosters a foundation to increased employment opportunities.

Requirements

• Grade 12/Matric (Essential).
• Diploma/Degree in Marketing/Sales or equivalent (Essential).
• Must reside around Centurion, Pretoria.
• Must be between the ages of years.

Duties and Responsibilities

PROCESS

• Participate actively in classroom sessions and practical onthejob training, aligning tasks with the requirements of the learnership program.
• Develop a deep understanding of the companys products, policies, and procedures, crucial for successful onthejob training activities.
• Compile a comprehensive portfolio of evidence, meticulously prepared for submission to SETA.
• Maintain detailed logbooks for workbased learning, ensuring a thorough record of practical experiences.
• Successfully complete formative and summative assessments, achieving the required proficiency level.
• Demonstrate adeptness in utilising company systems and grasping operational processes, ensuring efficient workflow.

CLIENT

• Foster and nurture relationships with clients, internal, and external stakeholders, cultivating a network built on trust and respect.
• Adhere to service level agreements for clients and stakeholders, managing expectations effectively.
• Provide recommendations for enhancing client service and ensuring fair treatment, proactively improving service quality.
• Participate in a culture promoting meaningful relationships, encourage open feedback, and uphold exceptional client service standards.
• Monitor and enhance turnaround times and quality standards, swiftly resolving issues to elevate client service delivery.
• Drive the achievement of client service delivery goals, aligning with predefined standards for expert advice and service.
• Manage client queries efficiently, ensuring accurate resolution and utilising feedback to refine client service and operational processes.

PEOPLE

• Building strong relationships and fostering positive expectations among colleagues.
• Continuously enhance expertise in industryspecific knowledge, applying it effectively in specialised areas.
• Positively influence and support change initiatives.
• Encourage a culture of innovation, actively developing, sharing, and implementing new ideas within the team.
• Promote a workcentric mindset, emphasising productivity, service excellence, and quality management.
• Take ownership of career development, proactively driving personal and professional growth opportunities.
• Exhibiting the core organisational values consistently.

FINANCE

• Identify solutions to enhance costeffectiveness and operational efficiency, driving financial prudence.
• Escalate unresolved policy and governance compliance issues, facilitating thorough investigation and resolution.
• Participate in risk identification processes, communicating recommendations effectively in relevant forums.

As an applicant, please verify the legitimacy of this job advert on our company career page

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.

Empowering Africa's tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary
The Planning team, a sub-team within Group FP&A, is responsible for overall financial planning across Absa Group (preparation and review of forecasts and short-and medium-term budgets that inform the Integrated Plan). Analysis of competitors, trends, revenues, new products/businesses etc. Preparation of briefing notes for annual results presentations. Ad hoc analysis and research, often related to presentations to Exco and other senior management

This role supports the preparation of these key deliverables and provides analysis and inputs into these processes.

Job Description
Accountability: Assist the team in team executing the following deliverables to Exco and other members of senior management:

• Project management and analysis of key planning deliverables throughout the year: RAF, STP, Stress Testing and Integrated Planning outputs
• Competitor analysis
• Research projects - gathering financial data and creating insightful, decision useful analysis and thought pieces
• Results presentations at half year and year end
• Other ad hoc projects and presentations
• Financial scenario analysis and stress testing
• Consolidating financial information for senior management
• Attend meetings to assist executives to understand and complete their tasks to achieve team
• goals

Accountability: Ad-hoc requirements/submissions

• Execute ad-hoc queries on a daily basis that are dependent on external and internal requirements and vary considerably throughout the year.
• Attend various committee meetings in which one will use their understanding of margins, impairment trends or economic understanding to provide a valuable contribution. In some instances the contribution will be on a discussion basis and in others a submission to the committee is required.
• Perform analysis and make recommendations on Balance sheet optimisation
• Provide other departments (Efficiency office, office of the CEO, treasury etc) with a range of information (analysis, forecasts, and actual financial data etc) to perform their respective tasks. The information supplied may need to be package in a different format to make it relevant for their respective needs. An understanding of the roll-up structures within the Absa Business and good financial understanding is vital in this instance so as to avoid misrepresenting information.

Accountability: Cluster Relationship Manager (CRM) roles

• Provide analysis support relating to role to respective cluster through submissions, due dates and planning Interact with and supply guidance to Business units on a daily basis

Perform all other duties as reasonably assigned.

• Peer responsibility: Engage and develop finance and business savvy leaders.
• Play to our A-Game culture of culture of inclusivity, diversity, entrepreneurship, and ownership.
• Network with finance colleagues across Group Finance and create awareness of challenges, opportunities and issues and encourage collaboration
• Focus on Finance skills evolution and remaining relevant.

Qualifications And Experience

• B-degree in Accounting/Financial management (NQF level no.6)
• 3 years Technical experience

Knowledge And Skills

• Basic Financial Accounting
• Analytical skills
• Self-driven and good interpersonal skills
• Attention to detail
• Deadline driven
• Advanced Excel and PowerPoint skills

Preferred

• Knowledge of financial markets
• Knowledge of economics

Competencies

• Deciding and initiating action
• Learning and researching
• Entrepreneurial and commercial thinking
• Relating and networking
• Adapting and responding to change
• Persuading and influencing
• Creating and innovating

Education
Bachelor`s Degrees and Advanced Diplomas: Financial Sciences (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.

Responsibilities:

• Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
• Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
• Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
• Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
• Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.

• Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards) , complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
• Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).

Technical Knowledge:

• A thorough understanding of compliance issues associated with financial advice and intermediary services.
• A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.

About the Company

Coca-Cola Beverages South Africa (CCBSA) has an exciting opportunity in our Finance department. We are looking for a talented individual with relevant skills and experience as a Country Lead: Financial Planning and Analysis, based in CCBSA Midrand. The successful candidate will report directly to the Financial Director.

About the Role

The Country Lead: FP&A will play a crucial role in overseeing financial planning and analysis for the organization.

Key Outcomes

Drive Compliance and Close-Out of Audit Findings

Ensure full compliance with ERP (MSD) financial protocols and internal control standards by monitoring adherence and facilitating timely closure of all internal and external audit findings (e.g., Deloitte, Internal Audit), meeting deadlines agreed upon with auditors and stakeholders.

Maintain Up-to-Date Finance Governance Documents

Lead the review and drafting of finance policies and procedures, ensuring they are current, accessible on the shared drive, and aligned with internal control frameworks and group finance requirements.

Deliver Accurate and Insightful Financial Reporting

Oversee the timely preparation and delivery of monthly internal financial reports, management packs, budget packs, and board pack inputs—ensuring accuracy, alignment to business performance, and actionable insight for decision-making.

Lead Budgeting and Forecasting Cycles

Coordinate the end-to-end annual budgeting and forecasting processes, including income statement budgeting for assigned cost centers and tactical balance sheet planning, ensuring timely submissions and alignment with strategic financial objectives.

Enhance Financial Planning and Analysis Capability

Improve FP&A processes by refining scorecards, enabling cross-functional performance tracking, delivering meaningful variance analysis, and supporting operational leaders with financial advice and performance commentary.

Ensure Strategic Alignment with CCBA Financial Objectives

Actively engage with CCBA Group finance functions to align country-level reporting, planning, and performance tracking with group-wide FP&A objectives, ensuring country contributions are consistent with strategic targets.

Champion Business Partnering and Decision Support

Deliver a customer-centric finance function that acts as a strategic business partner—constructively challenging assumptions, supporting key initiatives, and enabling informed decision-making through robust analysis and financial insight.

Build Finance Capability and Data Ownership

Support capability development across the finance team through coaching, training, and technical support (e.g., use of Tableau, EDW, and HFM), while owning and overseeing the execution of country-specific tasks across these platforms to ensure data integrity and reporting accuracy.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• Professional qualification: CPA (K)/ACCA (A), CIMA.
• Added advantage: Certified Accreditation (e.g., CA(SA), MBA).

Experience

• 5–7 years of financial experience, with at least 5 years in management roles.
• Proven track record in finance leadership roles with responsibility for decision-making and strategic oversight.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and presentation abilities.
• Proficiency in financial modeling and forecasting.

Preferred Skills

• Experience in the beverage or FMCG industry.
• Proficiency with ERP systems, especially MSD, is highly beneficial.

Pay range and compensation package

Competitive salary based on experience and qualifications.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.