333 Investment Decisions jobs in South Africa

Financial Planning

R104000 - R130878 Y Nutreco

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Job Description

Job Description

JOB CONTEXT

The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

KEY ACCOUNTABILITIES

Financial Planning, Analysis & Reporting

  • Manages financial planning, budgeting, and forecasting processes and submissions.
  • Creates variance analysis reports and financial models.
  • Leads real-time financial performance monitoring.
  • Escalates any financial issues to management.
  • Sets and tracks key performance indicators (KPIs) and objectives.
  • Completes market research and comparable company or OpCo analysis.
  • Recommends strategies for increasing financial performance.
  • Prepares detailed monthly financial reports for management.
  • Uses popular financial planning and analysis tools.
  • Collaborates with senior members of the accounting and finance teams.
  • Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

  • Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
  • Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
  • Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
  • Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

  • Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
  • Optimally informs and advises internal stakeholders and customers about analysis and related insights,
  • Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

  • Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
  • Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
  • Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
  • Performing financial analysis of actual performance compared to plan and last year
  • Preparing management information, such as monthly reports and presentations on various topics
  • Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

  • Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
  • On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
  • Performing investigations and analyses in line with corporate guidelines
  • Preparing cover notes and presentations

Analysis / Analytics

  • Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
  • Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
  • Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
  • May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

  • Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
  • Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
  • Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
  • Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
  • Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
  • Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

  • Attention to details,
  • Interpretation and analytical skills
  • Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
  • Level of compliance / non-conformities
  • Demonstrates excellent financial and quantitative skills.
  • Communicates effectively and has strong presentation skills.
  • Collaborates well with colleagues using adept social skills.
  • Works independently using project management skills.
  • Builds strong working relationships and has good leadership skills.
  • Learns quickly and has strong problem-solving and critical thinking skills

MINIMUM REQUIREMENTS

  • Bachelor's Degree in Accounting
  • CA / CIMA Qualification advantageous
  • 6+ years' working experience
  • Manufacturing industry background
  • ERP System experience, Unite M3 would be advantage,
  • Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
  • HFM / OneStream knowledge
  • Technical knowledge of IFRS, General Accounting and Tax legislation
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Financial Planning

R480000 Y Remoteca Limited

Posted today

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Job Description

About the Role

We are seeking a detail-oriented, self-driven FP&A Analyst to join our finance team. The successful candidate will play a key role in preparing financial reports, managing forecasting cycles, and providing insights that support strategic decision-making.

Key Responsibilities

  • Prepare and analyze monthly management accounts, forecasts, and financial results.
  • Manage revenue reporting and performance metrics, including retention and churn analysis.
  • Support annual budgeting, rolling forecasts, and scenario modelling.
  • Produce dashboards, variance analysis, and presentations for senior stakeholders.
  • Translate complex financial data into actionable insights for leadership teams.
  • Drive efficiencies in financial systems, reporting accuracy, and forecasting tools.
  • Supervise and support junior staff as required.

Requirements

  • Bachelor's degree in Accounting, Finance, or related field.
  • Professional qualifications (advantageous): CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA, or a relevant Honours/Postgraduate Diploma in Financial Modelling or Financial Planning.
  • Minimum 5 years' relevant experience in FP&A, financial modelling, or revenue reporting.
  • Strong analytical skills with advanced Excel and financial modelling expertise.
  • Experience with ERP/BI tools (e.g., SAP, Power BI, or similar) is advantageous.
  • Ability to present financial insights clearly and confidently to stakeholders.

Key Attributes

  • Strong attention to detail.
  • Deadline-driven and self-motivated.
  • Excellent interpersonal and communication skills.
  • Proactive and solutions-focused.
  • Effective collaborator with the ability to manage and guide junior staff.

Job Type: Permanent

Pay: From R40 000,00 per month

Ability to commute/relocate:

  • Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • What is your current monthly CTC?
  • What is your highest professional qualification? (CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA or equivalent)

Education:

  • Bachelors (Required)

Experience:

  • FP&A, financial modelling, or revenue reporting: 3 years (Required)
  • financial forecasting and budgeting cycles: 3 years (Required)
  • preparing variance analysis and management reports: 3 years (Required)

Work Location: In person

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Financial Planning

R1500000 - R2500000 Y Trouw Nutrition

Posted today

Job Viewed

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Job Description

The Financial Planning & Analysis Manager is responsible for managing an effective and efficient operation of the financial planning, analysis, reporting and accounting function. The Financial Planning & Analysis Manager supports management, especially the Controller, in decision making regarding Finance & Control and Business matters, with investigations, analyses, reports, presentations and advice.

He/She performs economic research and analysis for use in the development of business strategies and tactics and in the subsequent appraisal of the results. The Financial Planning & Analysis Manager may also prepare statistical studies (economic and financial) and forecasts for business conditions and trends and draws relevant conclusions. Additionally, provides the business management with accurate and reliable internal financial information and external financial statements regarding the performance and the valuation of the business for various stakeholders.

Job Description:
JOB CONTEXT
The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

Key Accountabilities
Financial Planning, Analysis & Reporting

  • Manages financial planning, budgeting, and forecasting processes and submissions.
  • Creates variance analysis reports and financial models.
  • Leads real-time financial performance monitoring.
  • Escalates any financial issues to management.
  • Sets and tracks key performance indicators (KPIs) and objectives.
  • Completes market research and comparable company or OpCo analysis.
  • Recommends strategies for increasing financial performance.
  • Prepares detailed monthly financial reports for management.
  • Uses popular financial planning and analysis tools.
  • Collaborates with senior members of the accounting and finance teams.
  • Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

  • Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
  • Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
  • Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
  • Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

  • Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
  • Optimally informs and advises internal stakeholders and customers about analysis and related insights,
  • Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

  • Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
  • Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
  • Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
  • Performing financial analysis of actual performance compared to plan and last year
  • Preparing management information, such as monthly reports and presentations on various topics
  • Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

  • Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
  • On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
  • Performing investigations and analyses in line with corporate guidelines
  • Preparing cover notes and presentations

Analysis / Analytics

  • Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
  • Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
  • Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
  • May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

  • Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
  • Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
  • Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
  • Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
  • Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
  • Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

  • Attention to details,
  • Interpretation and analytical skills
  • Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
  • Level of compliance / non-conformities
  • Demonstrates excellent financial and quantitative skills.
  • Communicates effectively and has strong presentation skills.
  • Collaborates well with colleagues using adept social skills.
  • Works independently using project management skills.
  • Builds strong working relationships and has good leadership skills.
  • Learns quickly and has strong problem-solving and critical thinking skills

Minimum Requirements

  • Bachelor's Degree in Accounting
  • CA / CIMA Qualification advantageous
  • 6+ years' working experience
  • Manufacturing industry background
  • ERP System experience, Unite M3 would be advantage,
  • Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
  • HFM / OneStream knowledge
  • Technical knowledge of IFRS, General Accounting and Tax legislation

Our organisation:
Trouw Nutrition is the global leader in innovative feed specialties, premixes and nutritional services for the animal nutrition industry. Trouw Nutrition provides species-specific nutritional solutions consisting of feed concepts, products and nutritional know-how. The unique combination of products, models and services Trouw Nutrition offers, boosts productivity and supports animal health through all life stages, contributing to our customers' peace of mind. Trouw Nutrition's nutrition solutions have met the need of farmers and home-mixers, feed producers, integrators and distributors. Trouw Nutrition has locations in 25 countries and around 5000 employees. Our mission is Feeding the Future.

Equal Opportunity Employer:
Trouw Nutrition is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, military status or any other status protected by applicable local law. Please advise us at any point during the recruitment and selection process if you require accommodation. Trouw Nutrition is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

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Financial Planning Analyst

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 7 days ago

Job Viewed

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Job Description

Join to apply for the Financial Planning Analyst role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Analyst role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

Financial Planning Analyst

Recruiter:

Network Recruitment

Job Ref:

NFU /KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:



SUMMARY:

Are you passionate about driving business performance through insightful financial analysis? Join a global leader in the FMCG space and play a key role in shaping strategic decisions that impact millions!

POSITION INFO:

Job & Company Description:

This multinational organization is looking for a skilled Financial Planning Analyst to join their high-performing finance team. The role will be responsible for supporting financial planning processes, budgeting, forecasting, and providing in-depth analysis to influence business strategies. You will collaborate with cross-functional teams and senior stakeholders to ensure sound financial insights drive commercial success.

This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and is looking to take their career to the next level within a globally recognized brand.

Job Experience & Skills Required:

  • Bachelor’s degree in Finance, Accounting, or related field (CIMA/ACCA/CA(SA) advantageous)
  • 3+ years of experience in financial planning & analysis, preferably within FMCG or manufacturing
  • Strong analytical and Excel modeling skills; experience with SAP or similar ERP systems preferred
  • Excellent communication and business partnering skills

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit />

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.

We also invite you to contact us to discuss your next career move in finance



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Advertising Services

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Financial Planning Analyst

Johannesburg, Gauteng Network Finance.

Posted 7 days ago

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Job Description

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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Financial Planning Analyst

Network International

Posted 7 days ago

Job Viewed

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Job Description

Join this dynamic Team as a Financial Planning Analyst!

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!

Duties & Responsibilities

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.

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Financial Planning Associate

Johannesburg, Gauteng The Recruitment Council

Posted 1 day ago

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Job Description

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.

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Financial Planning Manager

Centurion, Gauteng Network Recruitment

Posted 1 day ago

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Job Description

Overview

Seeking a results-oriented Financial Planning Manager to lead budgeting, forecasting, and financial strategy for a dynamic security-focused organization. This role is ideal for a finance professional with strong analytical skills and a strategic mindset, ready to make an impact in a fast paced, mission critical industry.

Responsibilities
  • Develop and implement comprehensive financial planning strategies tailored to the security industrys unique challenges and opportunities.
  • Prepare accurate budgeting, forecasting, and long-term financial models to support operational and strategic goals.
  • Analyse financial performance and provide actionable insights to senior management for decision making.
  • Monitor and manage cash flow, ensuring the efficient allocation of resources across security projects and operations.
  • Collaborate with Department Heads to align financial planning with business objectives and security compliance requirements.
  • Oversee risk management processes related to financial planning, including assessing security related financial risks.
  • Lead financial reporting and variance analysis, ensuring transparency and regulatory compliance.
  • Support capital expenditure planning and investment evaluation for security technology and infrastructure.
  • Coordinate with External Auditors, financial institutions, and regulatory bodies as needed.
  • Mentor and guide finance team members to strengthen financial acumen within the organization.
Qualifications
  • BCom Honours Degree in Accounting
  • 5-10 years experience in project accounting
  • 2 years minimum of experience in the above, in senior management and in leading and supervising teams
Apply

Apply now!

If you are interested in this opportunity, please apply directly.

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Financial Planning Assistant

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 9 days ago

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Job Description

Join to apply for the Financial Planning Assistant role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

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SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a

Financial Planning Assistant

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN /JC

Date posted:

Thursday, June 19, 2025

Location:

Johannesburg, South Africa

Salary:

17000 Monthly

SUMMARY:

Roodepoort- Support a dynamic financial advisory practice with key administrative and operational tasks as a Financial Planning Assistant . Join a committed team focused on exceptional client engagement.

POSITION INFO:

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, you’ll 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:

  • 2–3 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**



Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Advertising Services

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Financial Planning Administrator

Somerset West, Western Cape atomos wealth

Posted 15 days ago

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Job Description

Overview

Join to apply for the Financial Planning Administrator role at atomos wealth .

Direct message the job poster from atomos wealth.

About the role

We are a UK company with client support operations in South Africa adding additional people to our team. You want to earn a decent wage in a Financial Planning company. We need people with high attention to detail, a willingness to learn, and who are tech savvy (e.g. you are comfortable working on computer systems). This is a fantastic opportunity to join our UK based firm.

Attributes
  • An interest in financial products: pensions, investments and insurance.
  • Fast learner who will suggest better ways of doing things.
  • Tech savvy, carrying out work on cloud based systems is something you enjoy.
  • Good communication skills. Comfortable with numbers, and highly organised.
  • Want to do a good job and be appreciated for it.
  • Want to be part of a team that works on a shared journey – employing nice people matters to us!
  • Preference will be given to people who have previously worked in office based roles in accountancy or financial services (either full time or as part of a degree).
Accountabilities
  • Ensure all data entry is completed accurately and within specified timelines.
  • Support projects to improve the consistency of data held in our systems.
  • Liaise with 3rd party providers and navigate provider platforms.
  • Process new business applications.
  • Co-ordinate Financial Planner’s diaries and arrange client meetings.
  • Prepare documentation for client appointments and meetings e.g. annual review meeting packs.
  • Respond to email enquiries and liaise directly with clients.
  • Support us in deploying new faster processes to support our UK based teams.
Other notes

We provide 22 days holidays in addition to 8 UK Bank Holidays to ensure you get to work hard and get some well deserved time off. You will be part of our South African support team and this is an exciting time to join our firm.

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.

The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Administrative
  • Industries: Financial Services and Banking
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