725 Financial Planning jobs in South Africa

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, youll 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.

Key Attributes :

• 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.

Requirements :

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

Remuneration :

R17 000 - R21 000 Cost to Company

• Only shortlisted candidates will be contacted

Financial Assistant • Johannesburg, South Africa

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.

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.

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

• Facebook
• Email
• X
• LinkedIn

• City of Johannesburg Rural, South Africa
• City of Johannesburg Rural, South Africa

Tired of Building Someone Else’s Dream? Build Your Own.

Are you between 22–35, ambitious, and ready to take control of your future?

We’re on the hunt for driven individuals ready to launch a career in financial advising — and build a business they can proudly call their own.

Whether you're:

A former athlete who knows how to hustle,

A top-performing salesperson hungry for more,

A side-hustler looking to go full-time,

A sharp graduate eager to grow fast —

This opportunity is for those who want more than a job — they want a mission.

What You Get:

• Unlimited earning potential — you set the ceiling
• 1-on-1 mentorship from top industry leaders
• Business-in-a-box support — we back your success
• Flexibility to work around your lifestyle
• A winning culture that celebrates results and growth

What We’re Looking For:

Competitive edge & high energy individuals.

Honest, coachable, and ambitious

Goal-driven with a hunger for impact

Willing to do the work to earn the reward

This isn’t a clock-in job. It’s your chance to build something real.

Send your CV to:

Our client, a leader in their field, is looking for a Financial Planning Analyst to join them on a 5 month maternity cover contract.

The successful candidate will be responsible for assisting with the financial planning, budgeting and financial forecasting processes and helping leadership make important business decisions through data insights.

Responsibilities include:

• Working with Business Unit heads to build their annual budgets and forecasts
• Producing models to project long term growth and determine the impacting business factors
• Analysing financial and operational results to better understand company performance
• Utilising BI tools to deliver meaningful insights into business performance
• Communicating to senior management the reasons behind performance and results
• Providing detailed analysis and commentary on cost centre results
• Reviewing operations and recommending new productivity or cost saving initiatives
• Reviewing existing processes and procedures to develop recommendations for improvement efforts
• Evaluating previous budgets, expenditures to develop and implement future budgets
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations

Requirements:

• B.Com Honours degree
• Experience in planning and budgeting
• Financial reporting skills
• Forecasting and modelling skills
• Proficient in Microsoft office, high proficiency in MS Excel
• Advanced accounting and finance skills
• Strategic and critical thinking
• High level of data analytics
• Must be available to start immediately

Desired Skills:

• Budgeting
• Financial Reporting
• Forecasting
• Financial Modelling

Job Reference Number: SG-515
Department: BPO H2R - Mastercard
Industry: Accounts
Job Type: Contract
Positions Available: 1
Salary: Market Related. Solugrowth is seeking a Financial Planning Manager.

• Oversee and manage financial reporting, analysis, and strategic planning.
• Record keeping and management.
• Perform analysis and compile reports where necessary, monthly, quarterly, annual cycles, and ad hoc.
• Assist with sourcing and interrogating data to be used for reporting to internal and external stakeholders.
• Prepare accurate financial performance reports for Senior Leadership.
• Conduct variance analysis and forecasting for business units and departments.
• Review financial reports, presentations, and management reporting needs.

• Coordinate budget reporting cycles with business functions.
• Develop the operating and financial plan required to achieve management’s strategic plan.
• Evaluate financial performance by comparing actual results with plans and forecasts.
• Set and track KPIs and objectives for the overall business and individual units.
• Assist in automating the consolidated reporting process.

• University graduate, preferably in Finance and Banking.
• Minimum of 2-3 years’ experience working with loans in Treasury within Financial Services.
• Experience in real estate/property investment management would be an advantage.
• Willingness to learn, proactive individual, and solution-oriented.
• Excellent interpersonal skills and ability to communicate with stakeholders at all levels.
• Understanding of Accounting Principles required.
• Understanding of Databases and SQL would be beneficial.

Email:
Phone: +27 (12) 065-1700

To provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.

Key performance areas

• Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts
• Manage and strengthen relationships with key staff in assigned Corporates
• Source new business from retained clients and by means of referrals
• Support AF’s client related strategies and deliver key goals
• Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy
• Provide the client with information on the performance of the various investment portfolios available
• Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
• Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.
• Completed recommendation within agreed turnaround times
• Provide the client with information on the performance of the various investment portfolios available
• Provide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.
• Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
• Provide holistic financial planning services (including investments, risk cover and estate planning) to clients
• Resolve client concerns, queries and/or complaints

Education and Experience

• Matric
• RE5
• Tertiary qualification , i.e. BCom (majors in Financial Management or Financial Planning or Investments)
• CFP
• Minimum 5 years’ experience in a financial advisory role.

• Seniority level Not Applicable

• Employment type Full-time

• Job function Consulting

Referrals increase your chances of interviewing at Alexforbes by 2x

Sandton, Gauteng, South Africa 4 days ago

Centurion, Gauteng, South Africa 6 days ago

Centurion, Gauteng, South Africa 1 week ago

Sandton, Gauteng, South Africa 4 days ago

Johannesburg Metropolitan Area 2 hours ago

Johannesburg, Gauteng, South Africa 10 hours ago

Johannesburg Metropolitan Area 4 days ago

Springs, Gauteng, South Africa 2 weeks ago

Johannesburg Metropolitan Area 4 days ago

Pretoria, Gauteng, South Africa 5 days ago

City of Johannesburg, Gauteng, South Africa 11 hours ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 6 hours ago

Johannesburg, Gauteng, South Africa 2 months ago

City of Johannesburg, Gauteng, South Africa 1 week ago

Midrand, Gauteng, South Africa 10 hours ago

Midrand, Gauteng, South Africa 1 month ago

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