586 Wealth Associate jobs in South Africa

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3 days ago Be among the first 25 applicants

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SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

Recruiter:

The Recruitment Council

Job Ref:

Wealth Management As.

Date posted:

Tuesday, May 13, 2025

Location:

Claremont, South Africa

Salary:

Market Related

SUMMARY:

Join a Leading Wealth Firm as a Key Support to Executive-Level Advisory – Cape Town

POSITION INFO:

Job Headline:

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town

• Prepare client onboarding documentation and manage CRM updates
• Liaise with internal teams and service providers on client matters
• Draft Record of Advice and ensure compliance with FAIS and FICA
• Compile asset allocation reports, proposals, and financial needs analyses
• Assist with onboarding complex client structures (local and offshore)
• Collaborate with paraplanners and contribute to reporting innovation
  
  

• 3–5 years'' experience in financial planning or wealth management
• Relevant BComm or BBusSci degree (postgraduate financial planning advantageous)
• CFP and RE5 (advantageous)
• Strong organisational skills and attention to detail
• Proficiency in MS Office; XPlan and Morningstar Direct experience beneficial
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Cape Town, Western Cape, South Africa 3 weeks ago

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Pinelands, Western Cape, South Africa 5 days ago

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Key Result Area: Main Activities:

1. Administrative support to Wealth Manager

a. Prepare and collate new client onboarding documentation.
b. Oversee the management and updating of client CRM profile.
c. Liaise with external and internal providers on client specific queries and implementation of
instructions.
d. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth
Manager
e. Manage the process of preparation of client review packs (with assistance from administrative
team and Paraplanners where necessary and as per business requirements)

2. Legislative Compliance (FICA and FAIS)

a. Apply basic knowledge of the FAIS General Code of Conduct in daily work.
b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly
to company internal compliance standards.
c. Ensure CDD is done on all clients based on their risk profile according to FICA and company
RMCP with guidance from internal compliance

3. Technical Support

a. Ensure a basic level of product knowledge by keeping up to date with products used by service
providers.
b. Compile proposal documents based on the Wealth Manager instruction and recommendations.
c. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager
recommendations and instructions.

Main Purpose of Job

The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing deadline-driven
tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be an
administrative partner to the Wealth Manager, by meticulously handling deadlines, paperwork, and operational details to
enhance the overall service provided by the Wealth Manager to our clients. The goal is to elevate the client experience
through effective communication, proactivity, and dependability, enabling the Wealth Manager to focus on nurturing wealth for
our private clients and their families

Direct Reporting Line Wealth Manager, with support from the WMA Team Coordinator
Direct / Indirect reports to this
position n/a

Required Experience

Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous),
and FICA
3-5 years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers
and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and
responsibilities

Required Education Commerce or financial degree from a reputable tertiary institution (advantageous)
Professional registration (if
applicable)

CFP designation advantageous
RE5 advantageous

Computer Literacy MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)

XPlan (advantageous)

Personal profile and competencies

Ability to prioritise, organise and plan around large amounts of information and tasks.
Ability to execute on a wide variety of tasks with accuracy and within required timeframes.
High attention to detail and low tolerance for errors
Sound knowledge of and experience in FICA and FAIS
Highly numerate
Punctual

Domain: Finance

Type of contract: Regular position

Experience: Minimum 3 years

Understanding of complex regulatory frameworks within the petroleum industry, with ongoing changes over the years

Experience in organizations with low profitability cultures, resulting in poor variance analysis across different business units

As a Financial Planning Analyst, you would be responsible for the following duties and responsibilities:

Budgeting & Forecasting

• Deliver annual long-term plans and budget packages aligned with group instructions, ensuring consistency with management decisions and business expectations.
• Collaborate with management and strategy teams to align financial strategies with overall business objectives; develop scenario analysis capabilities for multi-business stream activities.
• Conduct in-depth variance analysis to explain discrepancies between actual results, budgets, and forecasts; recommend corrective actions as needed.
• Assist in evaluating company performance by analyzing financial and operational data, including ad hoc analyses.
• Ensure the accuracy and reliability of financial forecasts and models; support the development of financial models and data analytics tools.

CAPEX

• Implement Capex controlling practices and policies across TMSA and NBE in accordance with group policies.
• Create and maintain investment structures for affiliates; load budgets on SAP according to approved Formal Commitment of Authority (FCA), managing 10% tolerance adjustments.
• Assist in preparing annual Capex budgets and rolling long-term plans (LTP).
• Produce monthly Capex reporting packs with clear, concise analysis; communicate explanations for variances to the Board, MANCOM, and Head Office.
• Generate Power BI reports to provide insights into project spending, supporting planning and Capex control.

HSEQ

• Manage and minimize HSE risks by ensuring compliance with all HSE policies, rules, guidelines, and legal requirements.
• Promote a safe working environment and contribute positively to HSE KPIs and risk reduction strategies.
• Identify and enforce HSE competency requirements within the area of responsibility.

A Financial Planning Analyst should possess:

• A postgraduate degree in finance, with 5 to 7 years of relevant business experience and in-depth industry knowledge.
• Comprehensive understanding of functional interactions across the entire company.
• Knowledge of TotalEnergies Group reporting rules.
• Excellent personal computer skills, including advanced Excel, database skills, and financial modeling abilities.
• Strong interpersonal skills, ability to work under pressure and meet deadlines, analytical skills, and attention to detail.
• Fluency in English, which is the working language.

TotalEnergies values diversity, promotes individual growth, and offers equal opportunity careers.

TotalEnergies is an equal opportunity employer. All applicants meeting the criteria will be considered without discrimination based on race, gender, age, disability, religion, or other protected characteristics.

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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:

NFU014168/KM

Date posted:

Wednesday, July 2, 2025

Location:

Johannesburg, South Africa

Salary:

84000

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
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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We have partnered with a UK-headquartered multinational that is redefining how businesses and individuals create branded products and experiences. They are on the lookout for a sharp, commercially strong FP&A Analyst to join their dynamic finance team. This role is fully remote (SA-based candidates only) but you will be working with teams across the UK, Europe and the US.

As the FP&A Analyst, you will be the storyteller behind the numbers turning data into actionable insights and working directly with marketing, eCommerce, category management and logistics teams. Your work will influence strategic decisions and help shape the business’s future.

Key Responsibilities:

• Business partner with Commercial & Operations teams
• Own and evolve key financial models
• Monthly board reporting & performance analysis
• Present insights to both finance & non-finance audiences

Qualifications and experience required:

• Must be a qualified Accountant (CIMA, ACCA or ACA)
• Strong Excel & financial modelling skills (SQL or Tableau knowledge advantageous)
• A natural communicator. Able to simplify the complex
• Analytical, curious and proactive
• Strong experience in FP&A or business partnering

Curious to know more? Let us connect! Apply today.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance
• Industries Printing Services and Design Services

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Johannesburg, Gauteng, South Africa $00.00- 200.00 5 days ago

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

3 days ago Be among the first 25 applicants

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

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:

DBN000451/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.
  
  

• 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.
  
  

• 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).
  
  

• Only shortlisted candidates will be contacted**
  
  
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Reference: NFU011079-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.

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.

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.

R 12000 - R 14000 - Annually

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!

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.

• 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).