257 Wealth Associate jobs in South Africa

We're on the hunt for a super sharp, switched-on Wealth Management Associate to join our dynamic Sandton-based team If you thrive on research, client service, and keeping things running like clockwork behind the scenes, this is your chance to work closely with top financial minds and make a real impact in the world of wealth and investments.
Bring your energy, savvy, and passion for all things finance - and let's take your career to the next level
Summary
The Wealth Management Associate will be responsible for executing daily administrative, customer service, research, and operational tasks. The role supports The MD of Wealth and Investments by providing internal advisory services.

What To Expect

• Researching advice-related issues for inclusion in client reports and Records of Advice
• Uploading client financial information onto software systems and preparing financial scenarios for planner use
• Conducting portfolio analysis to align with client and advisor requirements
• Drafting Records of Advice for Financial Planners
• Assisting in managing the client review process
• Handling top-up and ad hoc investments, as well as rebalancing portfolios
• Preparing meeting packs and recording minutes
• Maintaining compliance and monitoring risk products
• Conducting portfolio analyses
• Managing operational and regulatory reporting
• Resolving client queries via phone and email
• Assisting with compliance officer visits and audit processes
• Performing general office management and administrative duties as needed
• Overseeing client review scheduling and updates
• Conducting financial market and fund research
• Completing work requests as per financial planning policies
• Accompanying Senior Wealth Planners to meetings and drafting timely client feedback reports
• Preparing review meeting reports for Senior Wealth Planners
• Engaging in investment, estate, and risk planning, following the six-step Financial Planning process
• Performing financial calculations and risk analyses to identify shortfalls and propose solutions
• Researching developments in investment and risk products
• Undertaking research for investment and advisory solutions
• Participating in assigned projects
• Ensuring adherence to FICA and FAIS compliance regulations
• Maintaining professional knowledge to align with industry and legislative requirements

Qualifications
What You'll Bring:

• Degree or qualification in a relevant field
• Post-graduate qualification preferred
• Meeting Fit and Proper requirements as per the FAIS Act for representative appointment

Skills

• Proficiency in Microsoft Word and Excel
• Ability to build and maintain strong client relationships
• Strong written and interpersonal communication skills
• Comprehensive understanding of financial advisory compliance

Personal Attributes

• Client-focused, professional, and ethical
• Enthusiastic, friendly, and positive-minded
• Well-organized, deadline-driven, and diligent
• Effective problem-solver with strong multitasking ability
• Team player with the capacity to work independently
• High ethical standards and maturity

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

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.

We're Hiring: Experienced Financial Planner – George/Mossel Bay

SWD BlueStar, a leading Sanlam-affiliated financial advisory practice, is looking for an experienced Financial Planner to join our growing team in the George/Mossel Bay area.

About Us

At SWD BlueStar, we pride ourselves on building long-term relationships with our clients through trusted advice, personalized financial solutions, and world-class service. With access to Sanlam's broad range of products and support, we empower our clients to achieve their financial goals with confidence.

The Opportunity

We are offering an established platform for an ambitious and client-focused financial planner who wants to grow their career in a professional and supportive environment.

What We're Looking For:

Minimum 3–5 years' experience as a Financial Planner/Advisor

Strong client relationship management skills

Relevant qualifications (RE5, FAIS compliant)

A driven, entrepreneurial mindset with a passion for financial planning

Based in or willing to work in the George/Mossel Bay area

What We Offer:

A supportive and professional practice environment

Access to Sanlam's world-class products, training, and systems

Growth opportunities and career development support

The ability to build and expand your client base within a trusted brand

If you are passionate about helping clients secure their financial future and want to be part of a dynamic team, we'd love to hear from you

Apply by sending your CV to

Location: George / Mossel Bay

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.

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

What You'll Do for Us:

• Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.

• Utilize and manage financial planning systems, particularly Hyperion, to develop and maintain accurate forecasts, scenario planning, and P&L reviews.

• Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.

• Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.

• Translate financial results and forecasts into clear, actionable insights and stories, providing commentary that supports business performance management and risk mitigation.

• Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.

• Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.

• Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving.

• Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.

• Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

Qualifications & Requirements:

• Minimum of 10 years' experience in financial planning, commercial finance, or a related strategic finance role.

• Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.

• Proficiency in Hyperion and other financial planning tools, with a hands-on approach to scenario modeling and variance analysis.

• Strong storytelling and communication skills, capable of turning complex data into compelling business narratives.

• Proven ability to manage ambiguity and pressure, deliver under tight timelines, and juggle multiple priorities with calm focus.

• Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.

• A people-first leader who promotes a strong, inclusive culture, uplifts capabilities, and drives engagement across diverse teams.

What We Offer:

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future, you will:

• Leverage our boundaryless network

• Live our culture code with intention

• Build future-ready capabilities

• Become part of an adaptable, agile organization

Skills

Financial Forecasting; Financial Analysis; Finance; Financial Planning; Forecasting; Data Driven

Annual Incentive Reference Value Percentage:30

Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.

Are you a CA(SA) with a sharp analytical edge and the confidence to influence at executive level? Join a strategic finance function that's undergoing transformation, where your expertise will directly shape performance across 9 divisions and 19,000 employees in one of South Africa's largest facilities management groups.

About the Opportunity

This is a rare chance to take on a senior group-level role focused on performance evaluation, financial reporting, and forward-looking analysis. Sitting within a compact, high-performing group finance team, you'll play a pivotal role in reshaping financial structures, supporting a major BI and systems implementation, and guiding strategic decisions from a shareholder perspective.

What You'll Be Doing

• Consolidate and interpret management accounts across multiple divisions (security, cleaning, catering)
• Lead budgeting, forecasting, and strategic financial planning at group level
• Implement and embed the new BI platform
• Deliver detailed performance and variance analysis for group executive and board-level discussions
• Support evaluation of capital investments, restructures, and potential acquisitions
• Produce high-impact, visually powerful reports to guide executive strategy

What We're Looking For

• CA(SA) with 10–15 years' post-articles experience
• Proven experience in group FP&A or corporate finance within a complex, multi-division business
• Advanced Excel and strong data fluency — must be comfortable with BI tools and Sage systems
• A hands-on operator who enjoys the detail and isn't afraid to roll up their sleeves
• High emotional intelligence with the ability to influence, challenge, and collaborate at all levels
• Strong business acumen, particularly around forecasting, restructuring, and investment analysis

What's in it for you?

• Work alongside top-tier group leaders across finance, risk, procurement, legal, and capital management
• Join a business in strategic transition — your impact will be visible and valued
• A professional, non-hybrid culture with high expectations and strong peer collaboration

Ready to Lead with Insight?

Apply now and bring your financial insight to the heart of group strategy.

If you don't hear back from us within 2 weeks of applying, please consider your application unsuccessful. But stay in touch — follow us online and keep an eye out for future opportunities.

Exciting Opportunity for Sales Professionals New to Financial Services
Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team?

We're looking for dynamic individuals with sales and cold calling experience who are eager to develop their own client network and grow in a rewarding financial planning role.

What We Offer:

• Fully equipped office space with comprehensive infrastructure tailored for financial planners
• Complete administration support from new business finalisation to client retention
• Professional telephony services including internet, email, voice logging, and secure data storage
• Access to expert business coaching and client advice support
• Practice management assistance to keep you on track
• Technical and soft skills training to develop your industry knowledge

• Competitive remuneration:

• Choice of different Sanlam adviser contracts

• Up to 100% commission on sales

• Vesting bonuses for the first 2 years

• Support with purchasing technology equipment

• Membership of Pension Funds and Group Life Schemes
• Ongoing training via Sanlams Academy and support with industry qualifications
• Access to mobile nurses for client medicals
• Assistance from sales consultants and product specialists
• Compliance, marketing, and legal support
• Financial planning tools to help you succeed

Your Key Responsibilities:

• Build and maintain long-term relationships with clients
• Provide personalized financial planning and advice tailored to client needs
• Identify client needs and recommend suitable financial solutions
• Maintain excellent service orientation with frequent client contact

What Were Looking For:

• Sales experience with a proven ability to generate leads and close deals
• Experience with cold calling and developing new business
• Strong verbal communication and presentation skills
• Ability to build and grow your professional network
• Self-motivated with an entrepreneurial mindset
• Computer literate and organized
• Grade 12 or equivalent
• Valid drivers license and own vehicle (Must have)
• Clean criminal record and good credit history

Previous financial services experience is a plus but not essential we provide all the training and support you need

Are you a data-driven finance professional with a passion for turning numbers into strategic insights? Join a global group of companies with over 50 years of excellence across the
Oil & Gas, Engineering, and Manufacturing
sectors.

We're looking for a
Financial Planning & Analysis (FP&A) Analyst
to support the Group CFO in driving business performance across multiple international entities.

Position:
FP&A Analyst

Location:
Gauteng Eastrand

Salary:
R to R

Qualifications:

• CA(SA) or CIMA preferred

Skills & Experience:

• 5 years' experience within FP&A
• Experience within heavy industrial manufacturing or similar
• Advanced excel experience
• Financial Modelling knowledge

Duties and Responsibilities:

• Provide financial analysis and insights to support strategic decision-making by senior management.
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.
• Conduct variance analysis and provide actionable insights.
• Track key performance indicators (KPIs) and analyse performance against targets.
• Work with the Group companies to develop financial models that support their strategic objectives, provide financial guidance, and ensure alignment with financial goals

Ready to take your FP&A career global? Apply now or message me directly to learn more.