55 Financial Planning jobs in Gauteng

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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.

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:
National Education: Senior Certificate (Matric) required

Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience :

• Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
• Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.

Skills

• Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
• Attention to Detail: High level of accuracy in handling reporting-related information.
• Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
• Process Coordination: Skilled in managing and improving routine reporting processes.
• Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
• Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
• Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
• Attributes
• Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
• Client centric mindset
• Mature and positive attitude
• Self-starter and self-motivated
• Team player
• Professionalism
• Integrity
• Highly proactive
• Confident

Financial Services Administrator

Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Johannesburg North (Fourways area), Gauteng

Salary R15,000- R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.

New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.

Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.

Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.

General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

Background: Ideally, you will have experience in financial services, pension or investment administration.

Qualifications: Financial Services-related qualifications are desirable, but not essential.

Skills & Attributes:

Strong organisational skills with the ability to manage multiple tasks.

Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.

Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Job Type: Full-time

Pay: R15, R18,000.00 per month

Experience:

Microsoft Excel: 1 year (Preferred)

Job Type: Full-time

Pay: R15 000,00 - R18 000,00 per month

Location:

• Johannesburg North, Gauteng (Preferred)

Work Location: Hybrid remote in Johannesburg North, Gauteng

Introduction

EQ-FIN is one of Liberty's 
largest and top-performing national partners

, with a strong footprint across South Africa.

Our mission is simple: to help individuals and businesses secure their 
financial future

.

Through the 
EQ-FIN Academy

, a dedicated business centre, to develop Financial Advisors into industry leaders with world-class training, mentorship, and career growth opportunities.

Your success is our we're committed to helping you reach your full potential

Why Join EQ-FIN?

We provide more than just a job — we offer a career platform that empowers you to grow:

• Reduced administration – focus on clients, not paperwork
• Continuous learning – accredited qualifications up to 
  NQF Level 8
• Bursaries through our Educational Trust
• Structured, bespoke training to ensure your success
• Leadership development and career progression
• Performance-based rewards – the more you achieve, the more you earn
• Supportive team culture – mentorship, resources, and collaboration

As a 
Consultant

, you will:

• Build relationships with individuals and businesses to understand financial needs
• Provide advice on 
  investments, insurance, retirement planning, and tax solutions
• Prospect and develop new client opportunities
• Set up appointments and conduct financial needs analysis
• Develop 
  customised financial plans

that adapt to changing client goals
- Present and recommend Liberty's financial products and solutions

We're looking for people who are:

• Entrepreneurial and self-driven
• Passionate about people and relationship building
• Energetic, resilient, and motivated
• Open to studying and continuous professional development

Minimum Requirements

• Matric Certificate (
  degree desirable

)
- Previous field sales/business development experience (advantageous)
- Transferable Skills
- Own car and valid driver's licence – non-negotiable
- Clear 
credit

and 
criminal record

One of my clients that is based in the East Rand is looking for an Operational Financial Manager to join their team. Experience in the Financial Services, Banking industry is not negotiable

Responsibilities:

Analysis

Budgeting

Forecasting

Projects

Implement and improve controls

Strategy

Planning

Process improvement

People management

Qualification/ Skills:

Finance Degree

8-10 years' experience

Operational Finance experience

Team management experience

Projects

Experience in the Financial services/ Insurance industry

Fund management experience

Process improvement

GRADUATE PROGRAMME 2026 – BMW Financial Services - Midrand, Johannesburg.

BMW Group South Africa is calling on enthusiastic and talented graduates who may be interested in applying for our 2026 Graduate programme. At BMW we build more than just cars, we support upcoming talent who demonstrate potential in our fast-paced and challenging environment. We encourage collaboration and innovation; you will have a voice and the opportunity to bring ideas to life. Grab this excellent opportunity to gain hands-on work experience with an internationally renowned, premium brand. The programme is aimed at graduates who will complete their studies at the end of 2025 or have completed their studies within the past 18 months and are currently unemployed. Graduates will be based in Gauteng at BMW Financial Services in Midrand, Johannesburg.

What to expect from the Graduate Programme?

• On the job practical training in your field of study.
• Technical and leadership skills training.
• Continuous mentoring and coaching.
• Exposure to high levels of collaboration in cross-functional teams.

Please attach your CV, ID copy, Academic Record, Qualification certificate, Matric Certificate, or any relevant Certificates for your qualification as part of your supporting documents when applying.

Qualifications:

A university degree or higher with an average pass mark of 65% in the following career streams:

• B.Com.
• B.Com Finance.
• B.Com Internal Auditing.
• B.Com Accounting.
• B.Com Investments.
• Computer Science/Information Systems/IT degree.

Skills and Competencies:

• Conceptual and analytical thinker.
• Team player.
• Resilient.
• Results-focused.
• High learning agility.
• Effective communication.
• Adaptability.
• Computer Literacy.
• Attention to detail.
• Self-starter.

All appointments will be made in line with the divisional strategy and requirements of the programme.

Closing date: 21 October 2025.

Graduate Programme BMW Financial Services

Automotive

Midrand

South Africa

Legal entity:

BMW Financial Services (South Africa) (Pty) Ltd.

Location:

Midrand

Job field:

Training

Job ID:

Publication date:

Talent Programs

Full-time