Job Description
About the Role
Our client is a growing holistic independent financial planning business dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.
Key Responsibilities
- Draft and send client agendas
- Generate review reports
- Capture and draft meeting notes
- Assign or implement action items to completion
- Complete work requests, including preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and procedures
- Work closely with attorneys that draw up clients’ wills and oversee estate administrators, keeping an updated record of the estate status
- Review and update financial information on Elite Wealth as necessary
- Participate in the development of paraplanning policies and procedures
- Participate in assigned projects implemented by the firm
- Assist in improving, developing, and delivering services offered to clients
- Plan for upcoming reviews and set up weekly catch-up meetings with the advisor
- Provide regular feedback to advisors regarding workflows
Requirements
- Tertiary qualification
- Preferably Post Grad Diploma in Financial Planning
- Regulatory examination RE1 or RE5 is advantageous
- Certified Financial Planner CFP certification is advantageous
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office Suite, specifically Excel
Qualifications
- Formal education/certifications: Please specify if any additional qualifications are required.
Salary & Benefits
- Salary information not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Cape Town Region
In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.
Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.
Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.
The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.
For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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