734 Sanlam Financial Planner Vredenburg jobs in South Africa

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

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SUMMARY:

Join a

Financial Planning and Analysis Lead

Recruiter:

Network Recruitment

Job Ref:

NFR006826/BM

Date posted:

Friday, June 27, 2025

Location:

Johannesburg, South Africa

Salary:

6000

SUMMARY:

Join a global leader in the energy and gas sector , recognised for delivering innovative and sustainable energy solutions across continents. Our organization powers economies, industries, and communities with an unwavering commitment to excellence, operational integrity, and future-forward thinking.

POSITION INFO:

As part of our strategic growth and financial transformation agenda, we are seeking a commercially astute Financial Planning and Analysis Lead to join our high-performing finance team based in Johannesburg North .

Role Overview:

As the FP&A Lead , you will play a pivotal role in driving the financial strategy and operational performance of the business. This position demands a seasoned finance professional with a strong analytical mindset, commercial awareness, and exceptional leadership capabilities.

You will oversee reporting, forecasting, planning, and budgeting processes, while engaging with senior stakeholders to support key business decisions across our Southern Africa and global operations.

Key Responsibilities:

• Reporting & Analysis:
• Deliver comprehensive financial reports and performance analyses to support executive and operational decision-making.
• Lead monthly and quarterly reporting cycles, with detailed variance analysis and business insights.
• Design and implement dashboards and KPIs to track financial and operational performance.
• Continuously improve data integrity and reporting processes across finance systems.
• Operational Planning & Multi-Year Forecasting:
• Lead the operational planning cycle, integrating strategic objectives with financial forecasting.
• Develop dynamic financial models to support 3-to-5-year planning horizons.
• Collaborate with commercial and operational teams to reflect market and industry shifts in forecasts.
• Present long-range planning outcomes to senior leadership with clear strategic implications.
• Annual Budgeting:
• Drive the annual budgeting process across departments and business units.
• Facilitate budget planning sessions with regional and functional leaders.
• Prepare consolidated budgets and provide detailed commentary on key assumptions, risks, and opportunities.
• Ensure the alignment of budgets with strategic priorities and financial targets.
• Collaboration & Commercial Partnership:
• Serve as a strategic business partner to leadership teams across operations, commercial, and project delivery.
• Provide financial support for investment decisions, contract negotiations, and commercial tenders.
• Champion financial discipline and accountability across the organisation.
• Influence stakeholders with clear, data-driven recommendations.
  

• 7+ years’ experience in a financial planning and analysis or commercial finance role, ideally within energy, utilities, infrastructure, or related industries.
• Strong experience working in commercial environments with cross-functional exposure.
• Qualified ACMA / CGMA (or equivalent professional accounting designation).
• Proficiency in financial modelling, budgeting tools, and reporting platforms (e.g., SAP, Power BI, and Excel).
• Exceptional communication skills – Confident in presenting complex data to executive stakeholders.
• Strong sense of leadership, ownership, and accountability, and able to drive outcomes and influence at all levels.
• Proven ability to operate in a fast-paced, Agile, and matrixed organization.
  
  
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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East Rand based company is looking for a Financial Planning and Analysis Assistant.

1. Sound knowledge and understanding of:
1. Accounting (up to trial balance)
2. Statutory returns (PAYE, VAT, Tax and Statistics SA)
3. Preparation & reporting of Management Accounts, Forecasting, Budgets and Audits
4. Risk and Internal Control
5. Accounting Standards
6. Good knowledge of ACCPAC, SAP or other computerized accounting and reporting systems

Do you thrive in a fast-paced environment and enjoy collaborating with cross-functional teams? If so, we have an exciting opportunity for you to lead the financial planning and analysis function for a prominent industry leader!

• Prepare and present comprehensive monthly results packs to executive management
• Analyze financial performance, identify trends, and communicate insights to support strategic decision-making
• Lead the annual budgeting and forecasting process, ensuring accurate and realistic financial plans
• Manage monthly and weekly rolling forecasts, including cash flow forecasts
• Take ownership of the SAC platform/model and identify opportunities for optimisation to enhance efficiency and accuracy
• Develop and maintain sophisticated financial models to support budgeting, forecasting, and scenario analysis
• Evaluate the financial impact of business strategies and initiatives

• CA(SA) / Completed CIMA
• Additional academic credentials (MBA)
• 8 - 10 years post article experience in a similar role
• Related industry experience in FMCG / Manufacturing / Logistics
• Advance Excel / ERP system usage
• SAP Analytics

R 1 600 000 - R 1 800 000 - Annually

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

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Financial Planning Assistant (Somerset West)

Recruiter:

PartnerUp (Pty) Ltd

Job Ref:

600169412

Date posted:

Tuesday, May 13, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Purpose of role:

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 is the liaison person

between the practice and the regional office / head office.

Categories:

• Client Services
• Implementation of the client services experience, as defined by the Head of Operations.
• Take full responsibility for the implementation of administrative processes and controls in the
  
  

• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal complaint resolution process.
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
  
  

• Adhere to the culture and principles of Treating Customer Fairly.
• Operations:
• Collation of all clients related information (data discovery and fact find) and preparation of
  
  

• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
  
  

• Administration relating to client transfer and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• Monitoring the submission of intermediary appointment notes to ensure clients successfully
  
  

• Capture and checking of new business documentation to ensure completeness and accuracy in
  
  

• Submission of new business application(s), together with supporting documentation to relevant PPs.
• Monitoring the underwriting and acceptance of new business transactions.
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure
  
  

• Providing an ongoing service and maintenance support function to the Financial Planning Partner
  
  

• Check Commission statements from CommPay (internal commission module linked to CRM) and
  
  

• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.
• Operational support for Portfolio Managers and CRMs
• Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and
  
  

• All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.
• IT & Systems
• Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan
  
  

• Data capture of client demographic data on client relationship management system XPlan.
• Client financial data capture (ASTUTE, PPs and manual).
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial
  
  

• Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
• Ensure proper record keeping in line with business rules and where relevant, legislation & safe
  
  

• Distribute communication(s) to clients as stipulated in the client management plan. (Auto
  
  

• Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Prepare for clients reviews as per client review template.
• Client review preparation by producing and checking the Client Consolidated Reports (CCR) from
  
  

• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Financial Planning Partner and facilitate the
  
  

• NAV & KPIs
• Full awareness and understanding of information available on NAV to support the Financial Planning
  
  

• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.
• Marketing Support
• Assist with the organization of client events in conjunction with the events coordinator i.e. booking
  
  

• Assisting Financial Planning Partners at client events.
• Function as a primary point of contact for clients thus strengthening client relationships.
• Office Management
• Support the general office management including reception, facilities, meeting room management,
  
  

• Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
  
  

• Financial Services Industry
• Understanding of FAIS and FICA legislation
  
  

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
• Experience with XPlan
• Good verbal and written communications skills
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while
  
  

• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional
  
  

• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful
• Resilient under pressure
• Ability to multi-task
• Maintain absolute confidentiality.
  
  

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

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Senior Legal Specialist within the Financial Planning and Wealth industry with an LLB, Postgraduate Diploma Financial Planning and preferably CFP, with minimum 10 years’ experience in the Financial Services Industry, required to participate in the enhancement of the advice process and digital financial advice tool utilising financial planning experience.

Minimum Requirements:

• Bachelor of Law (LLB) essential
• Postgraduate Diploma Financial Planning advantageous
• CFP (advantageous)
• Minimum 10 years’ relevant experience in the financial services industry required
• Ability to handle confrontational discussions
• Solutions orientation
• Excellent verbal and written communication skills
• Strong interpersonal and relationship building skills
• Presentation skills (design and present in front of audience)

Duties and Responsibilities:

• Deal with daily tactical and legal matters
• Implement regulatory change required in Distribution
• Ensure proactive technical support to advisers is running efficiently
• Continuous interaction with marketing, distribution and other divisional teams
• Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters (e.g., EB, s42, HNW product offering etc.)
• Process owner (non-digital) of Wealth Advice Process – define and document requirements based on business needs for digital advice project
• As SME, support the digital advice team with practical suggestions and logical rules to guide and monitor advice to clients
• Provide technical support to advisers, TAS colleagues, other Distribution teams (including Marketing) on proactive and reactive basis
• Technical support to advisers/colleagues/regional distribution teams on advice process system related queries/issues
• Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals on how such impact can be managed and mitigated within the Distribution network with the support of standardised processes, standardised documents and systems
• Represent TAS on distribution/advice and technical matters both within TAS and non-TAS related committees / forums
• Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth Review and improve Fiduciary processes, policies, local & offshore provider services and IT support systems
• Responsible for CPD accredited training
• Effective management of direct reporting staff

If you are a South African citizen & your CV meets the above criteria, please send your CV.

Are you a Financial Planning and Analysis wizard? Does your current position include duties such as providing reports, controls, analysis, and recommendations? Do you have a solid track record of financial and managerial experience? Look no further as this is the career-changing opportunity for which you have been waiting!

• CA(SA)
• Completed CIMA or MBA
• 8 to 10 years finance experience
• Minimum of 5 years managerial experience
• Logistics / FMCG / Manufacturing industry exposure
• Advanced Excel
• Sound ERP System knowledge

• Month end reporting
• Cost analysis
• VAT and Tax knowledge
• Consolidations
• Budgeting
• Forecasting

If you possess the relevant qualifications, meet the minimum requirements and/or fit the job description for this finance vacancy, and are ready to take control of your next career move, please contact me today!

R 1 600 000 - R 1 800 000 - Annually