46 Independent Financial Advisory Practices jobs in Johannesburg

Vitality Learnership: Wealth Management

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Vitality

Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

Wealth Management:

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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Vitality Learnership: Wealth Management About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society. About Vitality Vitality is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships. Key Purpose of the role This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. Areas of responsibility may include but not limited to Wealth Management: Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business Personal Attributes and Skills Innovative/ critical thinking/ and problem-solving skills Good attention to detail and levels of accuracy Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner. Time management and planning skills Ability to effectively prioritize and execute tasks in a high-pressure environment Ability to work independently and in a team orientated environment Service driven, a sense of urgency and a team player. Adapts to changing circumstances and handles criticism well and learns from it. Speaks fluently and writes in a well-structured and logical manner. Education and Experience Grade 12 is essential. Maths (Minimum Level 4 – 50%) English (Minimum Level 4 – 50%) Maths Literacy (Minimum Level 5 - 60%) 2nd language (Minimum Level 4 – 50%) May have an incomplete tertiary (financial) qualification (advantage) Specific Requirements: Not be engaged in post Matric studies or formal employment; Not have completed any previous Learnership. Be between the ages of 18 and 30 years; Have effective communication skills in the written & verbal English language; Possess basic computer skills mainly MS Excel & MS Outlook Only South African candidates by birth will be considered. EMPLOYMENT EQUITY The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. #J-18808-Ljbffr

Select how often (in days) to receive an alert: Learnership - Wealth Management Business Unit: Discovery Central Services Date: 22 Aug 2025 Discovery Corporate & Employee Benefits Learnership: Wealth Management About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society. About Discovery Employee Benefits Discovery Group Life is the fastest growing group risk insurer in South Africa, supported by exciting new initiatives within Discovery Employee Benefits. It will continue its focus on using Discovery’s state-of-the-art shared value model and behavioural science to help create benefits for employees across all industries in SA, enabling them to save towards a financially independent retirement while being protected by modern, valuable risk benefits for members and their families. Key Purpose of the role This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. Areas of responsibility may include but not limited to Wealth Management: Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business Personal Attributes and Skills Innovative/ critical thinking/ and problem-solving skills Good attention to detail and levels of accuracy Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner. Time management and planning skills Ability to effectively prioritize and execute tasks in a high-pressure environment Ability to work independently and in a team orientated environment Service driven, a sense of urgency and a team player. Adapts to changing circumstances and handles criticism well and learns from it. Speaks fluently and writes in a well-structured and logical manner. Education and Experience 2nd language (Minimum Level 4 – 50%) May have an incomplete tertiary (financial) qualification (advantage) Specific Requirements: Not be engaged in post Matric studies or formal employment. Not have completed any previous Learnership. Be between the ages of 18 and 30 years. Have effective communication skills in the written & verbal English language. Possess basic computer skills mainly MS Excel & MS Outlook Only South African candidates by birth will be considered. EMPLOYMENT EQUITYThe Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. #J-18808-Ljbffr

Job Description:

Position:

• Facilitator - INSETA Wealth Management L5

Minimum Education and/or Qualifications required:

• Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated
• Facilitation qualifications or equivalent
• ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage
• Qualification in Supply Chain Management/Logistics/ project management

Minimum Experience required:

• 3 - 5 years’ experience in HRD / Training and Development field
• 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context
• 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5

Minimum Job Competencies required:

• A workable understanding of SETA, QCTO & SAQA
• Understand principles of Education, Training and Development
• Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA)
• Ability to identify, quality assure and/or assess theoretical modules required
• Ability to present / deliver training modules
• Good facilitation and presentation skills
• Ability to liaise with all levels throughout the Organisation and/or Group
• High level of computer literacy
• Qualified & registered assessor (where/when applicable)

Job Description: Position: Facilitator - INSETA Wealth Management L5 Minimum Education and/or Qualifications required: Vocational qualification - As per QCTO requirements; one (1) Subject Level higher than being Facilitated Facilitation qualifications or equivalent ODETDP (Occupationally Directed Education Training Development Practices) qualification or equivalent will be an advantage Qualification in Supply Chain Management/Logistics/ project management Minimum Experience required: 3 - 5 years’ experience in HRD / Training and Development field 3 - 5 years’ experience in Learning and Development within OBE SETA and/or NQF context 3- 5 years' experience in facilitating INSETA Wealth Management NQF L5 Minimum Job Competencies required: A workable understanding of SETA, QCTO & SAQA Understand principles of Education, Training and Development Ability to implement / apply Legislative requirements (example SDA; SDLA & OHSA) Ability to identify, quality assure and/or assess theoretical modules required Ability to present / deliver training modules Good facilitation and presentation skills Ability to liaise with all levels throughout the Organisation and/or Group High level of computer literacy Qualified & registered assessor (where/when applicable)

Senior Consultant | Financial Crime | Forensic & Litigation Consulting FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations. About The Role We are involved in complex, global, and high-profile investigations, combining end-to-end risk advisory expertise with regulatory compliance solution-driven deliverables. We are looking for a Senior Consultant-level team player who will demonstrate deep expertise in one or more of the financial crimes: Anti-Money Laundering, Countering Terrorist Financing, Anti-Bribery and Corruption, Fraud or other economic crimes. It is important that you have strong written communication skills, with the ability to create clear, concise, and professional reports. We require you to have strong analytical skills with the ability to collect, analyse, and interpret large datasets to inform key decisions. As a senior team member you will be required to exhibit exceptional autonomy and initiative to manage projects and tasks with minimal supervision. Excellent interpersonal and communication skills for conducting interviews with stakeholders and subject matter experts are non-negotiables. An understanding of human behaviour will be a plus. You will have strong experience in financial crime advisory, investigations and specifically in the area of exchange control compliance. You will be passionate about exploring and developing innovative strategies and programmes to support our success - whether that be in broadening our offer by creating new products or services, supporting business development or extending existing relationships. You will be required to support team networking both inside and outside the firm. Our work in financial crime is across the ecosystem including financial and public institutions, regulators, law enforcement and technology. This means you'll need to be adaptable and enjoy offering financial crime consultancy services to a broad range of client stakeholders. Responsibilities Lead and assist in the delivery of client projects by providing expertise on financial crime matters, including obtaining transactional data from financial institutions, capturing such data into a transactional analysis database, and analysing such data to identify areas of concern/trends. Assess supporting evidence to such transactions. Determining any non-compliance to appropriate legislations (e.g. Exchange Control Regulations). Manage the resolution of issues, problems and differences across a range of business or client-related matters. Interact with regulators and their lawyers, and understand regulatory developments, understanding the impact on clients and potential new clients. Conduct interviews with third parties. Demonstrate a passion for our industry and an insatiable thirst for cutting-edge knowledge about financial crime and the use of technology in this quest. Actively participate in pitch proposals, manage RFPs, take on the role of presenter and demonstrate capability around commercial discussions. Ensure all work undertaken by FTI professionals is in line with FTI's values, Code of Ethics, and Strategic Communications Rules of Practice and that they live these commitments daily. Travel as required to client sites and the FTI office(s). How You'll Grow We are committed to investing and supporting you in your professional development and we have developed a range of programs focused on fostering leadership, growth and development opportunities. We aim to promote continuous learning and individual skills development through on-the-job learning, self-guided professional development courses and certifications. You'll be assigned a dedicated coach to mentor, guide and support you through regular coaching sessions and serve as an advocate for your professional growth. As you progress through your career at FTI Consulting, we offer tailored programs for critical professional milestones to ensure you are prepared and empowered to take on your next role. Basic Qualifications What You Will Need to Succeed Relevant tertiary qualification Lead by example through consistent delivery of high-quality output Proven track record in shaping and delivering financial crime consultancy assignments High-quality verbal and writing skills - able to translate complex matters into accessible language Self-starter, with enough confidence to lead your own connections with friendly clients, and a willingness to engage with new clients Willingness to invest your own time in obtaining further certifications/qualifications in the area of financial crime Use of the Microsoft suite of products Use of document discovery platforms Knowledge on how to use AI-related tools Total Wellbeing Our goal is to support the wellbeing of you and your families—physically, emotionally, and financially. We offer market-competitive benefits, including professional development programmes, wellness, recognition, community volunteering initiatives, and flexible/hybrid working arrangements. About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.7 billion in revenues during fiscal year 2024. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit and connect with us on Linked In. FTI Consulting is committed to Employment Equity and as such, preference will be given to candidates from designated groups, as defined in the Employment Equity Act, 55 of 1998. #J-18808-Ljbffr

Domaine Finance

Type de contrat CDI

Expérience Minimum 3 ans

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

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.

CAPEX

• 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.

HSEQ

• 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

A Financial Planning Analyst would possess for the following:

• Financial degree (Postgraduate) plus 5 to 7 years related business experience, and in-depth knowledge of industry
• Comprehensive understanding of functional interactions across the entire company
• Knowledge of TotalEnergies Group reporting rules
• Very good personal computer skills (Excel, advanced database skills and Financial modelling ability)
• Key competencies include good interpersonal skills, ability to work under pressure and meet deadline, analytical and attention to detail
• English is the working language

TotalEnergies is an equal opportunity employer and all applicants that meet the specified criteria will receive consideration for employment without discriminating unfairly on any arbitrary ground, including but not limited to race, gender, sex, ethnic or social origin, colour, sexual orientation, age, disability, religious conscience belief, political opinion, culture, language, marital status, or family responsibi lity

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Overview

Join to apply for the Financial Planning Analyst role at TotalEnergies .

Contexte et environnement

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.

Activités / Responsibilities

• 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 in 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.

Capex

• 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.

HSEQ

• To effectively manage and minimize HSE risk within area of responsibility by ensuring: compliance with all HSE policies, rules, guidelines and legal requirements.
• Promotion of a 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.

Profil du candidat / Qualifications

• Financial degree (Postgraduate) with 5 to 7 years related business experience, and in-depth knowledge of the industry.
• Comprehensive understanding of functional interactions across the entire company.
• Good accounting knowledge.
• Knowledge of TotalEnergies Group reporting rules.
• Very good PC skills (Excel, advanced databases) and financial modelling ability.
• Key competencies include good interpersonal skills, ability to work under pressure and meet deadlines, analytical and attention to detail.
• English is the working language.

Informations supplémentaires

TotalEnergies valorise la diversité, promeut le développement individuel et offre des opportunités d'emploi égales à tous les candidats.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Oil and Gas

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Financial Planning Analyst

Reference: NFU -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.

Duties & Responsibilities

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.

Job Skills and Requirements:

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.

Package & Remuneration

R - R - Annually

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