Financial Planner Assistant jobs in Eastern Cape

Financial Planner Assistant Administrator

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Financial Planner - Client Manager Berritta Consulting Adelaide, SA Financial Planning (Banking & Financial Services) Full-time $120,000–$140,000 per year Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment? Review the adviser role We have an outstanding opportunity for a seasoned financial planner to join a well-regarded...

Job Classification Requisition Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups Job Family Sales and Services Career Stream Sales Leadership Pipeline Manage Self: Technical FAIS Affected FAIS Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to...

At DotActiv, we pride ourselves on providing the South African retail market with high-quality category management software and advisory services aimed at making in-store shopping an all-round better experience. The purpose of our existence is: "To accelerate the world's transition to retail sustainability through category management that simultaneously delivers remarkable performance,...

Job Summary The National Projects Planner will assist in coordinating and planning production activities to ensure efficient operations and timely delivery of products. They will work closely with various teams, including production, procurement, and logistics, to maintain optimal workflow, minimize delays, and meet customer requirements. Key Responsibilities 1. Design: - Review Sketches and...

Job purpose- Manage the Production Planning processes, outputs and resources to ensure customer OTIF and enhanced customer satisfaction within operation budgets.- Medium term production optimization and shift planning- Manage and guide IBP process.- Optimize Factory utilization, Demand-, Inventory-and Supply parameters with customer expectationsResponsibilitiesMaster Planning- Manage the creation...

Job Title: Financial Performance Manager About the Role: This position is responsible for maximizing profitability through accurate costing, disciplined financial analysis and proactive cost monitoring. - Prepare accurate reports on costs and expenses to support business decisions. - - Analyse production performance to identify key trends and variances in gross profit margins. - Monitor...

Job Description: - To provide financial services to clients, assist with loan applications and debt consolidation solutions and maintain client satisfaction at branch level Minimum requirements: - Matric certificate (Grade 12) compulsory - Tertiary qualification in Finance, Business Management, or a related field advantageous but not required - 13 years of experience in micro-lending, retail...

Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field. - Previous...

Core responsibilities - Financial reporting: Prepare and present monthly, quarterly, and annual financial statements, such as balance sheets and income statements. - Budgeting and forecasting: Assist in developing annual budgets and monthly forecasting future costs and revenues. - Regulatory compliance: Ensure all financial practices and reporting comply with accounting principles like IFRS and...

Overview Our client in the Automotive Industry is seeking a Financial Analyst to join their team. The successful incumbent will be responsible for supporting the Finance Plant Controller in maintaining accurate financial records, ensuring compliance, and contributing to continuous improvement across the plant. Minimum Requirements - Grade 12 / Matric - Bachelor’s degree in accounting or...

We are seeking a highly skilled and motivated Financial Controller to join the team in East London. This role involves financial reporting, management support, and oversight of subsidiary entities. The successful candidate will play a pivotal role in ensuring compliance, driving efficiency, and providing valuable financial insights across the group. Key Responsibilities - Liaise with...

2025-12-10 - 2026-07-31 Permanent PE001477 Admin / Office / Call Center / Support Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years’ experience in long-term insurance and investment...

Role Description We are looking for a Financial Controller to join our team in the East London office. The successful candidate will be responsible for financial reporting as well as additional support in financial management work allocated for the subsidiaries within the group. Summary of duties: - Allocating of all commissions received from institutions to representatives (advisors) and...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

Job Classification Requisition - 143448 Location - East London Closing Date - 30 January 2026 Employment Equity Statement: Preference will be given to Applicants from Underrepresented Groups- Job Family- Sales and Services- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical- FAIS Affected- FAIS Affected - Yes Job Purpose- To provide financial expertise and wealth creation...

Core responsibilities - Financial reporting: Prepare and present monthly, quarterly, and annual financial statements, such as balance sheets and income statements. - Budgeting and forecasting: Assist in developing annual budgets and monthly forecasting future costs and revenues. - Regulatory compliance: Ensure all financial practices and reporting comply with accounting principles like IFRS and...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...