30 Resource Allocation jobs in Cape Town

• 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.

• 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.

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

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment!

1. Financial Analysis: Conduct in-depth analysis of financial data to drive strategic decision-making and identify areas for improvement.
2. Budgeting and Forecasting: Collaborate with cross-functional teams to develop accurate budgets and forecasts, ensuring alignment with business objectives.
3. Performance Monitoring: Track key performance indicators (KPIs) and financial metrics, providing insights to optimize operational efficiency and profitability.
4. Variance Analysis: Analyze variances between actuals and forecasts, investigating discrepancies and recommending corrective actions as needed.
5. Financial Modelling: Develop complex financial models to support long-term planning and scenario analysis, aiding in risk assessment and mitigation.

1. Qualified Chartered Accountant (CA(SA)) with a strong academic background.
2. Previous experience in financial analysis or planning within the FMCG industry is highly desirable.
3. Proficiency in financial modelling and data analysis tools (Excel, SAP, etc.).
4. Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
5. Strong analytical mindset with a strategic approach to problem-solving.

1. Innovative Environment: Be part of a forward-thinking company that values innovation and creativity.
2. Career Growth: Take advantage of opportunities for professional development and advancement within a thriving industry.
3. Impactful Work: Make a tangible impact on the company's financial performance and contribute to its success.
4. Collaborative Culture: Work alongside a talented team of professionals who are passionate about driving results and achieving excellence.

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Our client is a Boutique Asset Management business based in Cape Town. They have a new position which requires the new incumbent to ensure that the fund administration and operations is undertaken accurately and within the set time constraints and provide daily assistance to support to the Investment teams, Analysts, Investment Risk and Portfolio Managers.

RESPONSIBILITIES

– Client flows – timeous processing and administration

-New clients take-on – full onboarding and execution of client take on.

-Transitions and Partial Take-ons and take-offs – systems / transaction processing, liaising with administrators, transition managers and or clients.

-Daily Performance checking/review and reporting, liaising with Investment Risk team.

-Client Cash Management – daily executions of money market transactions.

-Cash management – co-ordination/administration, including electronic banking.

-Investments in to Pooled (UT and LIFE) products – instructions and administration reconciliation.

-Daily data monitoring, review and co-ordination with data support team and review for further enhancements

-Monthly and quarterly reporting review and distribution to all clients.

-Monthly management accounts and amortisation schedule reviews of Private Market funds.

-Co-ordinate annual financial audit for Private Markets funds

-Client Audit certificates review.

-Preparation, review and distribution of:
Quarterly SARB reporting, Reg 28 and Reg 30 reporting, C48 Reporting

-Bank/Scrip Recons – review and follow up on query resolution.

-Annual procedure documentation review & maintenance.

-Management and performance fee calculations, invoicing and processing of payments.

-Equity, Derivative, Fixed Income, Money Market, International trade monitoring.

-Corporate Action review and co-ordination with Portfolio Managers and administrators.

-Maintain 3rd party relationships (Administrators, Brokers, Custodians, Consultants)

ESSENTIAL EXPERIENCE
You must have substantial experience in investment fund administration and operations gained in an Asset Management back-office environment as highlighted in the list of responsibilities.

-A highly professional approach/work ethic.

-Strong interpersonal and teamwork skills.

-Ability to multi-task.

-Excellent verbal and written communication skills.

-A self-motivated, committed work ethic and a drive for perfection as well as keen attention to detail.

-Strong data management skills.

-Numerically literate, comfortable working with numbers.

-Ability to perform under deadline pressure.

-Strong problem-solving ability, including metrics-driven thinking.

-Ability to work independently and collaboratively within the team and stakeholders.

-ADVANCED knowledge of MS Excel

-Client service focused attitude.

EDUCATION
BSc, BCom (Honors) or finance related degree

To apply for this role please send your CV to

Can you motivate operational teams, maintain client satisfaction and expand the company’s clientele?

Our client is a facilities management company specialising in the provision of professional cleaning and security services to a diverse client base across commercial and industrial sectors.

They have a national reach, and require a General/Branch Operations Manager to expand their footprint in the Western Cape and oversee daily operations. The role demands strong leadership, operational efficiency and the passion for delivering exceptional service.

The successful candidate will be responsible for ensuring the effective deployment, supervision and performance of cleaning and security teams across client sites.

Requirements:

• Valid driver’s license and willingness to travel between client sites
• Minimum 8 years’ experience in a similar operations or branch management role
• Proven leadership and team management skills
• Excellent organisational and problem-solving abilities
• Strong interpersonal and communication skills
• Relevant qualifications in Operations, Business Management or Facilities Management will be an added advantage

Duties and Responsibilities:

• Manage day-to-day operations of cleaning and security teams
• Ensure all staff are adequately trained, equipped and motivated to deliver high-quality service
• Oversee scheduling, attendance and performance management of site personnel
• Maintain strong relationships with clients through regular site visits and performance reviews
• Monitor compliance with health & safety, company policies and regulatory standards
• Drive operational efficiency and cost-effectiveness within the branch
• Prepare and present operational reports and KPIs to senior management
• Coordinate recruitment, onboarding and disciplinary processes in conjunction with HR

Our client is a Boutique Asset Management business based in Cape Town. They have a new position which requires the new incumbent to ensure that the fund administration and operations is undertaken accurately and within the set time constraints and provide daily assistance to support to the Investment teams, Analysts, Investment Risk and Portfolio Managers.

RESPONSIBILITIES

– Client flows – timeous processing and administration

-New clients take-on – full onboarding and execution of client take on.

-Transitions and Partial Take-ons and take-offs – systems / transaction processing, liaising with administrators, transition managers and or clients.

-Daily Performance checking/review and reporting, liaising with Investment Risk team.

-Client Cash Management – daily executions of money market transactions.

-Cash management – co-ordination/administration, including electronic banking.

-Investments in to Pooled (UT and LIFE) products – instructions and administration reconciliation.

-Daily data monitoring, review and co-ordination with data support team and review for further enhancements

-Monthly and quarterly reporting review and distribution to all clients.

-Monthly management accounts and amortisation schedule reviews of Private Market funds.

-Co-ordinate annual financial audit for Private Markets funds

-Client Audit certificates review.

-Preparation, review and distribution of:
Quarterly SARB reporting, Reg 28 and Reg 30 reporting, C48 Reporting

-Bank/Scrip Recons – review and follow up on query resolution.

-Annual procedure documentation review & maintenance.

-Management and performance fee calculations, invoicing and processing of payments.

-Equity, Derivative, Fixed Income, Money Market, International trade monitoring.

-Corporate Action review and co-ordination with Portfolio Managers and administrators.

-Maintain 3rd party relationships (Administrators, Brokers, Custodians, Consultants)

ESSENTIAL EXPERIENCE
You must have substantial experience in investment fund administration and operations gained in an Asset Management back-office environment as highlighted in the list of responsibilities.

-A highly professional approach/work ethic.

-Strong interpersonal and teamwork skills.

-Ability to multi-task.

-Excellent verbal and written communication skills.

-A self-motivated, committed work ethic and a drive for perfection as well as keen attention to detail.

-Strong data management skills.

-Numerically literate, comfortable working with numbers.

-Ability to perform under deadline pressure.

-Strong problem-solving ability, including metrics-driven thinking.

-Ability to work independently and collaboratively within the team and stakeholders.

-ADVANCED knowledge of MS Excel

-Client service focused attitude.

EDUCATION
BSc, BCom (Honors) or finance related degree

To apply for this role please send your CV to

Financial Planning and Analysis Manager Employment Type : Full-Time, Permanent Location : Cape Town (On-site) Salary : R700,000 per annum ( highly negotiable for the right person ) Level : Associate / Mid-level

Our client is an award-winning scale-up that has transformed the property industry with the world’s first fully digital end-to-end homebuying platform. Recognised for their innovation and impact in the UK property market, they continue to grow rapidly with a dynamic and collaborative team at the core of their success.

About the Role

Our client is seeking a talented FP&A Manager to join their dynamic team and support their financial operations. The role offers a unique opportunity to work in a fast-paced scale-up environment and gain exposure to various aspects of finance including M&A, financial modelling, budgeting, investor and management reporting, and management accounting.

Why Join Them?

• World’s first Homebuying Platform enabling end-to-end online property transactions
• Gold Winner – Best Use of Digital in the Property Market
• Awarded “Most Innovative Company” in 2021 at the Best Business Awards (UK)

Key Responsibilities

M&A

• Prepare detailed financial models to assess the viability and financial impact of acquisition targets
• Support investment proposals and presentations for senior management and investors
• Conduct due diligence and risk assessments for potential acquisitions
• Assist in post-merger integration analysis and financial performance tracking

• Lead the budgeting and forecasting process, ensuring accuracy and alignment with business objectives
• Develop variance analyses to compare actuals against budget and forecasts, identifying key drivers
• Provide insightful financial analysis to support strategic decision-making and cost control initiatives
• Partner with department heads to provide financial guidance
• Implement and enhance financial reporting tools and dashboards for real-time insights

Financial Modelling

• Develop and maintain complex financial models to support strategic decision-making
• Conduct scenario analysis and sensitivity testing to evaluate potential business strategies
• Provide insights and recommendations based on financial model outputs

Management Accounts

• Assist in the preparation of monthly management accounts, including P&L statements, balance sheets, and cash flow statements
• Analyse financial performance against budgets and forecasts
• Ensure accuracy and compliance with financial policies
• Identify trends and make actionable recommendations to improve financial performance
• Financial Analysis and Reporting
• Conduct detailed financial analysis to support strategic initiatives
• Prepare financial reports and presentations for both internal and external stakeholders
• Develop KPIs and performance metrics to measure business success
• Support investor reporting requirements with clear and insightful communication

Requirements

• Ambitious, tenacious, and a self-starter
• Minimum 2:1 degree in Finance or Accounting
• 2–3 years of experience in a similar role (associate level)
• Preferably from a Big 4 and/or investment banking background
• Strong analytical skills with attention to detail
• Proficient in financial modelling and scenario analysis
• Experience with Power BI is highly desirable
• Comfortable working independently in a fast-paced, scale-up environment

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations, and client services support to the Financial Planning Partner and acts as the liaison between the practice and the regional or head office.

• Client Services

- Implement the client services experience as defined by the Head of Operations.

- Manage administrative processes, transactions, queries, and reporting in the Financial Planning practice(s).

- Liaise with product providers (PPs) and follow complaint resolution processes.

- Serve as the point of contact for clients, ensuring efficient delivery of requirements.

- Adhere to the principles of Treating Customer Fairly.

- Gather client information and prepare documentation for engagement.

- Conduct FICA and AML checks during onboarding.

- Check transition documentation for completeness and accuracy.

- Handle administration related to client transfers and new business transactions.

- Submit intermediary appointment notes and monitor their submission for successful client transfer and fee collection.

- Ensure completeness and accuracy of new business documentation.

- Submit new business applications with supporting documents.

- Monitor underwriting and acceptance processes.

- Arrange medicals and follow up on outstanding requirements.

- Provide ongoing support to the Financial Planning Partner and clients.

- Manage commission statements and suspense accounts, escalating issues as needed.

- Ensure complete pre-population of mandates and applications in PCS.

- Initiate and maintain instructions via XPlan tasks.

- Prepare client portfolios and ensure data accuracy in XPlan.

- Capture client demographic and financial data.

- Integrate data between XPlan and other systems.

- Upload documentation and maintain records compliant with regulations.

- Distribute communications and prepare for client reviews.

- Use XPlan notes and tasks for organization.

- Understand NAV data to support the practice.

- Track and monitor KPIs, seeking assistance as needed.

- Liaise with the Financial Planning Partner on practice data.

- Assist with organizing client events and strengthen client relationships.

- Support office operations, including reception and facilities.

- Manage procurement of office supplies and marketing materials.

• Understanding of FAIS and FICA legislation
• Experience with XPlan
• Strong communication skills
• Customer-centric and relationship-oriented approach
• Methodical, accurate, and detail-oriented
• Initiative and organizational skills
• Collaborative and critical thinking skills
• Problem-solving abilities
• Teamwork and professional conduct
• Time management and multitasking skills

• 2-3 years in the financial services industry
• Relevant tertiary education or courses

• Client-focused, ownership, and commitment to effectiveness in clients’ lives