What Financial Planning Jobs are in Centurion?
Showing 238 Financial Planning jobs in Centurion
Job Description
Key Responsibilities Client Services
- Serve as a primary point of contact for clients and assist with client service delivery.
- Liaise with product providers and assist Financial Planning Partners with client queries.
- Implement administrative processes and ensure compliance with internal procedures.
- Support complaint resolution processes where required.
- Maintain strong client relationships through professional and responsive service.
- Collect and prepare client information, fact finds, and documentation for client engagements.
- Manage client onboarding processes including FICA and AML compliance checks.
- Process new business applications and client transfers.
- Monitor underwriting and follow up on outstanding requirements.
- Ensure accuracy and completeness of documentation before submission.
- Track and manage commissions and fee payments from product providers.
- Maintain accurate client records in the CRM system.
- Capture client demographic and financial data.
- Upload and manage all documentation within the client management system.
- Prepare client portfolio reports and consolidated reports for reviews.
- Maintain diary systems and manage client review schedules.
- Provide administrative support to Portfolio Managers and Client Relationship Managers.
- Ensure mandates and applications are correctly prepared and submitted.
- Monitor tasks and workflows through the CRM system.
- Assist with the organization and coordination of client events.
- Support communication with clients in line with the client management plan.
- Assist with RSVP management and event coordination.
- Assist with general office administration.
- Manage meeting room bookings, stationery orders, and office supplies.
- Support general practice operations where required.
- 23 years' experience in the financial services industry advantageous.
- Experience supporting financial planners or wealth advisors preferred.
- Relevant tertiary qualification or financial services courses advantageous.
- Understanding of financial planning practices
- Knowledge of FAIS and FICA legislation
- Strong administrative and organizational skills
- High attention to detail and accuracy
- Excellent verbal and written communication skills
- Ability to manage multiple tasks and deadlines
- Strong client service orientation
- Proactive and solutions-driven approach
- Ability to work both independently and collaboratively
- Professional and confidential handling of client information
- Microsoft Office (Excel, Word, Outlook)
- CRM systems (experience with financial planning software advantageous)
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0
Job Description
Our client is a prominent player in the South African financial services industry, focused on providing comprehensive wealth management and holistic financial planning solutions. They pride themselves on a culture of collaboration and a commitment to treating customers fairly.
Role Overview
The Financial Planning Partner Assistant provides essential administrative, operational, and client service support to Financial Planning Partners. In this role, you will act as the primary liaison between the practice, product providers, and the regional office to ensure a seamless client experience.
Key Responsibilities
R22 000 R30 000
***Only shortlisted candidates will be contacted***
Role Overview
The Financial Planning Partner Assistant provides essential administrative, operational, and client service support to Financial Planning Partners. In this role, you will act as the primary liaison between the practice, product providers, and the regional office to ensure a seamless client experience.
Key Responsibilities
- Client Relationship Management: Act as the first point of contact for clients and manage the implementation of the defined client service experience.
- New Business & Transitions: Oversee the submission and monitoring of new business applications, intermediary appointments, and client transfer transactions.
- Administrative Oversight: Take full responsibility for practice administrative processes, including FICA/AML compliance checks and maintaining accurate client files.
- Financial & Commission Tracking: Monitor commission statements, manage suspense accounts, and escalate fee-related queries with product providers.
- System Management: Utilize Xplan extensively for data capturing, diary management, and task tracking to ensure all records are up to date and accurate.
- Reporting & Reviews: Prepare comprehensive client portfolio reports and consolidated review documentation using NAV, Astute, and other provider platforms.
- Practice Support: Assist with the organization of client events and provide general office management support, including facilities and stationery management.
- Experience: 23 years of experience within the financial services industry is highly advantageous.
- Education: Relevant tertiary education or related industry courses.
- Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint is essential.
- Systems Knowledge: Previous experience with Xplan and Astute is required.
- Industry Knowledge: A solid understanding of FAIS and FICA legislation.
- Meticulous Attention to Detail: Methodical and accurate in handling complex administrative tasks.
- Proactive & Resourceful: An initiative-taking individual who can prioritize effectively and meet deadlines under pressure.
- Strong Communication: Excellent verbal and written communication skills with a professional presence.
- Collaborative: A reliable team player who enjoys working in a regional, multi-contributor environment.
- Problem Solver: Ability to use critical thinking to interpret data and apply creative solutions to client needs.
R22 000 R30 000
***Only shortlisted candidates will be contacted***
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1
Job Description
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Law
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
DUTIES:
HOURS:
EMPLOYMENT TYPE : Permanent
SECTOR : Law
BASIC SALARY : Market related
START DATE : A.S.A.P
REQUIREMENTS:
- 27 years' experience in banking litigation.
- Computer literate with good working knowledge of Microsoft Office.
- Relevant degree or certificate.
- Experience with Nedbank systems would be advantageous but is not essential.
DUTIES:
- To provide efficient secretarial and administrative support to the banking litigation team, ensuring the accurate and timely handling of banking litigation matters from inception to finalization.
HOURS:
- Monday to Friday: 08:00 17:00
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2
Job Description
JOB ROLE REQUIREMENTS:
Qualifications:
1. Management Reporting:
Qualifications:
- Grade 12 (Matric Certificate).
- Tertiary Qualification or studying towards a degree in Accounting, Finance or any related field.
- Accredited with SAIPA, CIMA, SAICA.
- Proven experience in a financial environment.
- 2 or more years post article experience.
- Solid knowledge of accounting principles, laws, and regulations.
- Experience with Accounting Software (SAGE Evolution, Meat Matrix knowledge will be beneficial)
- Established proficiency in Microsoft 365 office suite with an emphasis on MS Excel.
- Effective communication skills both verbal and written.
- Ability to prioritise work and very good organisational skills.
- Ability to work under pressure and manage deadlines.
- Attention to detail and problem solving
- Implementing new controls
1. Management Reporting:
- Assist with month end journals, reconciliations and trial balance review.
- Preperation of monthly working file. Income Statement and Balance Sheets.
- Accurate reporting and feedback to factory General Managers.
- Accurate reporting to sales with regards to rebates.
- Assist with loading payments, transfers, beneficiaries on the online banking platform.
- Capture/post journals on SAGE Evolution.
- Issue CAPEX numbers, load CAPEX payments, filing, import machinery bought from foreign countries, apply for LOC application, load Foreign payments and beneficiaries.
- Compile management accounts of smaller group companies up until auditing level.
- VAT, Income Tax and Provisional Tax calculations and submissions.
- Manage insurance claims and the administration of any insurance related tasks.
- Management of Quantum Lean Benchmarks and delegation of the tasks related.
- Any adhoc tasks as communicated by Account Section Supervisor / Financial Manager.
- Assisting with audit related tasks.
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3
Job Description
You'll be joining a well-established private healthcare environment where finance is more than a support function, it's a key driver of operational performance and strategic decision-making. We're looking for someone with strong technical accounting abilities, a meticulous eye for detail, and the confidence to engage with stakeholders across the business. If you're someone who enjoys taking ownership, improving processes, and making a tangible impact, this role will provide the platform to do exactly that.
Forecasting a bigger challenge? Your next career move could be a positive variance away. Let's start the conversation.
Duties:
Forecasting a bigger challenge? Your next career move could be a positive variance away. Let's start the conversation.
Duties:
- Assist with budgeting and financial reporting processes
- Manage dividend calculations and distributions
- Prepare variance analysis and provide clear, insight-driven explanations
- Support financial controls and audit processes
- BCom in Accounting or related field (essential)
- Minimum 2 years relevant finance experience
- Hospital experience (non-negotiable)
- Comfortable operating in a regulated, high-performance environment
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4
Job Description
Minimum Requirements:
- B.Com Degree in Finance, Accounting, or related field
- 13 years' relevant finance experience
- Experience within a stock/inventory environment is essential
- Strong understanding of financial controls and reporting
- Excellent attention to detail and analytical skills
- Proficient in Microsoft Excel and accounting systems
- Managing the full finance function
- Processing and reviewing financial transactions
- Preparing monthly management accounts and financial reports
- Managing accounts payable and accounts receivable
- Bank reconciliations and cash flow monitoring
- Inventory/stock reconciliations and reporting
- Assisting with budgeting and forecasting
- VAT calculations and statutory compliance
- Liaising with auditors and external stakeholders
- General finance and administration duties
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5
Job Description
Company and Job Description:
The hospitality and gaming industries never stand still, and neither does the finance function that supports them. Join a dynamic organisation in Midrand where finance plays a critical role in driving operational efficiency, commercial performance, and strategic decision-making.
This opportunity is ideal for a Senior Financial Accountant looking to take ownership of the full finance function within a fast-paced, customer-driven environment while partnering with key stakeholders across the business.
Key Responsibilities:
Job Experience and Skills Required:
Apply now!
The hospitality and gaming industries never stand still, and neither does the finance function that supports them. Join a dynamic organisation in Midrand where finance plays a critical role in driving operational efficiency, commercial performance, and strategic decision-making.
This opportunity is ideal for a Senior Financial Accountant looking to take ownership of the full finance function within a fast-paced, customer-driven environment while partnering with key stakeholders across the business.
Key Responsibilities:
- Prepare and review monthly management accounts and financial reports
- Oversee month-end and year-end reporting processes
- Manage reconciliations, financial controls, and the integrity of financial records
- Support budgeting, forecasting, and financial analysis to drive business performance
Job Experience and Skills Required:
- BCom Degree in Accounting or Finance (essential)
- CIMA qualification or studying towards CIMA (essential)
- Minimum of 5 years' experience in a Senior Financial Accountant role
- Hospitality and gaming industry experience (essential)
- Strong ERP systems exposure coupled with advanced Microsoft Excel skills
Apply now!
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6
Assistant Branch Manager (Automotive Parts) (Hatfield Pretoria)
Pretoria
Techbridge Recruitment
Posted 5 days ago
Job Viewed
Job Description
Role Summary To support the Branch Manager in overseeing all outlet operations within a high-volume automotive parts environment. Strong automotive parts experience is crucial , as the role requires sound product knowledge, technical understanding, and the ability to manage stock, sales, and team performance effectively.
The 2IC must be capable of running the branch independently in the Branch Managers absence, ensuring operational efficiency, stock accuracy, financial performance, and exceptional customer service.
Key Responsibilities
The 2IC must be capable of running the branch independently in the Branch Managers absence, ensuring operational efficiency, stock accuracy, financial performance, and exceptional customer service.
Key Responsibilities
- Assist in managing daily branch operations within an automotive parts environment (industry experience essential)
- Drive sales performance and ensure daily/monthly targets are achieved
- Apply strong automotive parts knowledge to support the sales team and resolve customer queries
- Support stock management, replenishment, and stock level optimisation
- Oversee correct parts identification, picking accuracy, and stock control
- Assist in managing orders systems and stock systems
- Monitor sales figures, margins, and operational efficiencies
- Support management of P&L and budget controls
- Handle escalated customer queries and warranty processes
- Oversee stock deliveries and DC coordination
- Ensure compliance with company policies and Health & Safety standards
- Coach and develop the sales and warehouse team using best practice in automotive parts retail
- Support procurement and supplier management
- Contribute to branch growth strategies and continuous improvement initiatives
- Matric (Maths Literacy minimum)
- 58 years experience in the automotive parts industry (non-negotiable)
- Proven experience in a supervisory or senior sales role
- Strong technical automotive parts knowledge
- Experience with stock management and inventory control
- Financial understanding (sales targets, margins, budgets)
- Proficiency in Microsoft Office
- Strong leadership and customer service skills
- Ability to manage and motivate a cross-functional team
- Strong leadership & people management ability
- Excellent communication skills
- Analytical and problem-solving ability
- Financial and business acumen
- High attention to detail
- Ability to perform under pressure
- Strong organisational and follow-up skills
- Target-driven with a hands-on approach
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7
Junior banking litigation secretary, Pretoria East
Pretoria
Absolut Career Personnel
Posted 5 days ago
Job Viewed
Job Description
Junior banking litigation secretary, Pretoria East.
- 2 - 7 years experience in banking litigation.
- Nedbank specific experience (i.e systems) will be a plus but not required.
- 10K-15K negotiable depending on experience.
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8
Financial Planning & Analysis (FP&A) Manager
0181 Waterkloofrif / Remote
Placements24
Posted 9 days ago
Job Viewed
Job Description
About the Role Our client, a leading technology firm located in Pretoria, Gauteng , is seeking an experienced and dynamic Financial Planning & Analysis (FP&A) Manager. This strategic role is responsible for driving financial performance through insightful analysis, accurate forecasting, and robust budgeting processes. The successful candidate will work closely with senior management to provide financial guidance and support critical business decisions. This is an exciting opportunity to join a forward-thinking company that values innovation and data-driven insights. The role involves complex financial modelling, strategic planning, and performance reporting, offering a challenging and rewarding career. We are looking for a highly analytical individual with exceptional communication skills who can translate complex financial data into actionable business strategies. The position is based in our modern Pretoria offices, with a flexible hybrid work arrangement designed to promote work-life balance and productivity. Our client fosters a collaborative culture and offers significant opportunities for professional growth and leadership development within the finance function. Key Responsibilities
- Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
- Develop complex financial models to support strategic initiatives, new business opportunities, and scenario planning.
- Prepare and present monthly financial performance reports, highlighting key trends, variances, and insights to senior leadership.
- Collaborate with various department heads to understand their financial needs and provide analytical support.
- Drive process improvements in financial planning, reporting, and analysis to enhance efficiency and accuracy.
- Monitor key performance indicators (KPIs) and provide actionable recommendations for performance improvement.
- Conduct ad-hoc financial analysis as required by management to support strategic decision-making.
- Assist in the evaluation of potential investments and mergers/acquisitions.
- Mentor and develop junior members of the FP&A team.
- Ensure the integrity and accuracy of financial data used for planning and analysis.
- Master's degree in Finance, Accounting, Economics, or a related quantitative field. Professional certification (CMA, CFA, CA) is a strong advantage.
- Minimum of 6-8 years of progressive experience in financial planning, analysis, and management accounting.
- Proven experience in developing financial models, budgets, and forecasts.
- Expertise in financial analysis, variance analysis, and performance management.
- Strong understanding of financial statements and corporate finance principles.
- Advanced proficiency in Microsoft Excel, financial modelling tools, and BI software (e.g., Power BI, Tableau).
- Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex financial information effectively.
- Strong analytical and problem-solving capabilities.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Experience working in a hybrid environment and collaborating effectively across teams in Pretoria .
- Competitive salary and performance-based bonuses.
- Comprehensive medical, dental, and vision insurance.
- Generous paid time off and company holidays.
- Pension fund contributions.
- Professional development opportunities and support for further education.
- Hybrid work model offering a balance between office and remote work.
- Access to modern office facilities in Pretoria .
- Opportunities for career advancement within a growing organisation.
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