Job Description
About the Role
Our client, a respected and independently owned wealth advisory firm, specialises in providing tailored financial planning and offshore investment solutions to individuals and families. The organisation offers a broad range of services including investment planning, retirement planning, estate planning, offshore investments, trusts, and forex solutions. Based in Johannesburg, the firm is known for its personalised client service and commitment to guiding clients through the complexities of global finance and financial regulation.
Key Responsibilities
- Assist Wealth Managers in the preparation and implementation of financial plans.
- Conduct financial and investment research to support client strategies.
- Analyse financial information and prepare investment reports.
- Draft financial planning documentation and client proposals.
- Ensure all planning processes meet regulatory and compliance requirements.
- Maintain accurate records and assist with client service delivery.
Requirements
- Bachelor’s degree in Finance, Economics, or a related field.
- Relevant professional certifications such as CFP advantageous.
- Previous experience within financial planning, wealth management, or investments advantageous.
- Strong analytical and financial planning capabilities.
- Investment research and data analysis skills.
- Strong report writing and documentation ability.
- Excellent attention to detail and organisational skills.
- Ability to work both independently and collaboratively within a team.
Qualifications
No formal education/certifications mentioned.
Salary & Benefits
Salary information not provided.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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