Financial Planner Assistant jobs in Fourways

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity passionate about client serviceKnowledge of...

Job Description:The purpose of this role is to attract, acquire and retain clients by designing and delivering a financial plan that services their financial wellness needs in line with the growth and engagement strategy opted for by the client.Job Responsibilities:- Find clients to assist with financial planning- Achieve set targets on production, quality and conversion.- Provide accurate...

Independent Financial Planner Job Specification Location: Sandton, JHB, Gauteng (Hybrid) Employment Type: Independent Contractor Start-Up Support: Basic salary to get you going + Commission Are you a self-driven financial adviser ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? We’re an independent financial...

About the Job Aurora Sky Financial, a franchise of Fairbairn Consult (a registered financial services provider), strives to provide unbiased advice to help individuals and families across South Africa and around the world make confident, long-term financial decisions. We specialise in both South African and offshore investments, as well as international estate planning, predominantly for...

Overall Responsibility: As a Financial Planner specialising in logistics, you will play a critical role in optimising financial strategies and supporting the financial performance of our Commercial operations. You will collaborate closely with the Commercial team and Finance department to ensure that financial planning aligns seamlessly with our commercial objectives. By analysing financial...

Category planners play a pivotal role in the success of any business that has its roots in the retail industry. In the case of DotActiv, they help us to transform the in-store experiences of our customers, drive sales and profit, analyse and profile clusters as well as use this information to recommend a customer-centric assortment plan to our customers. With a starting Cost to Company of between...

Listing reference: track_ Listing status: Online Apply by: 10 December 2025 Position summary Industry: IT & Internet Job category: Customer Service Location: Randburg Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The Resource Planner will be responsible for daily Alvaria WFM updates and administration, intraday processes, agent scheduling, call...

Position Summary Industry: IT & Internet Job category: Customer Service Location: Randburg Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The Resource Planner will be responsible for daily Alvaria WFM updates and administration, intraday processes, agent scheduling, call /staffing, results forecasting to drive and maintain Service Level objectives and...

Job Purpose The Junior Financial Administrator provides support to the finance and accounting team by assisting with day-to-day financial operations, record-keeping, and reporting. This role ensures accurate financial data management, helps maintain compliance, and contributes to smooth financial operations within the organization. Key Responsibilities Financial Administration - Assist with...

Company and Job Description: A well-established and growing business is seeking an Assistant Financial Manager to support and strengthen its finance function. This role is ideal for a qualified finance professional who enjoys being close to the numbers while also managing people and processes. The organisation operates in a dynamic sector, with exposure to manufacturing and retail environments,...

Job Description: Financial Management & Reporting Prepare, review, and analyse monthly management accounts and performance reports Lead and manage balance sheet reconciliations, ensuring accuracy and compliance Oversee VAT calculations, submissions, and reconciliations in line with SARS requirements Support audit processes and prepare audit packs for both internal and external audits Operational...

As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You ll also serve as a key contact for brokers providing clear communication, timely feedback, and efficient handling of their queries. This varied position also involves premium reconciliations,...

Employer Description Hospitality Industry Job Description Company is seeking an experienced Executive Assistant with a finance background to provide comprehensive administrative and strategic support to the Group CEO, ensuring seamless coordination of business operations. You must have exceptional organizational skills, attention to detail, and the ability to manage confidential information...

MINIMUM QUALIFICATIONS REQUIRED - Grade 12 - Completed Bookkeeping qualification - Minimum of 2 to 4 years Bookkeeping experience - Must be lieterate on Sage, coupled with good Excel skills DUTIES - Cashbook - capture bank transactions daily, Main and Wage account - Reconcile bank accounts, Main and Wage account - Manage unreconciled items on bank account - Follow up on unknown...

Job Overview -Financial reporting and governance of aspects of South African and Mozambican Subsidiaries and the Commercial Office entity with its branches. This includes: - Oversight of preparation of monthly management accounts of subsidiaries - Oversight of preparation of Quarterly returns for Stats SA - Interaction with auditors - Preparation of Annual Financial Statements - Annual budget...

Minimum Requirements: - Must have a minimum of 2 to 3 years experience as a Finance Assistant | Accounts Payable in the Engineering Manufacturing Industry - Certificate | Diploma | Degree or Bookkeeping Qualification required - Proficient in (Software) essential - Strong knowledge of ERP will be beneficial - Valid Driver's License and own Transport required - Contactable references and payslips...

Company and Job Description: In a business where operational momentum depends on accurate numbers and capable leadership, finance plays a central role. A well-established and growing organisation based in Edenvale is looking for an Assistant Financial Manager to support and strengthen the finance function. This role is ideal for a technically strong accountant who is ready to step further into...

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...

As a Financial Assistant focused on commission payments, your core responsibility is to ensure all broker commission payments are accurately prepared, processed, reconciled, and reported on promptly. You'll also serve as a key contact for brokers—providing clear communication, timely feedback, and efficient handling of their queries. This varied position also involves premium reconciliations,...