Chartered Accountant (SA) – Hybrid Financial Advisory Lead

Placements24; George; Hybrid; ZAR 1,200,000 - 1,500,000; Full time

Benefits offered by this job

Medical aid

Pension fund

Professional development

Job summary

Placements24 in George, Western Cape, is seeking a highly accomplished Chartered Accountant (SA) to join a prestigious financial advisory firm. This hybrid role blends in-office collaboration with remote flexibility, focusing on financial planning, investment management, and taxation for a diverse client portfolio including high-net-worth individuals.

You will lead client relationships, deliver strategic financial advice, and mentor junior staff within a team dedicated to professional

Qualifications

• Qualified Chartered Accountant (SA) with SAICA membership.
• Minimum of 7 years of post-article experience in financial advisory, accounting, or auditing.
• Proven expertise in financial planning, investment management, and taxation.
• Strong understanding of South African financial markets and regulatory frameworks.
• Excellent analytical, problem-solving, and decision-making abilities.
• Exceptional interpersonal and communication skills for client engagement.

Responsibilities

• Provide comprehensive financial advisory services, including financial planning, investment strategy, and risk management.
• Prepare and review complex financial statements and tax returns for a variety of clients.
• Conduct thorough financial analysis to identify client needs and opportunities for growth.
• Develop and implement tailored financial solutions to meet individual client objectives.
• Ensure compliance with all relevant financial regulations and legislation.
• Manage client relationships, fostering trust and providing ongoing support and guidance.
• Collaborate with internal teams, including auditors and legal advisors, to deliver integrated solutions.
• Stay abreast of market trends, economic conditions, and changes in financial regulations.
• Prepare reports and presentations for client meetings and internal reviews.
• Mentor and guide junior financial professionals within the team.

Skills

Client relationship management

Financial planning

Investment management

Taxation

Regulatory compliance

Analytical thinking

Education

CA (SA) with SAICA

Job description

Placements24 in George, Western Cape, is seeking a highly accomplished Chartered Accountant (SA) to join a prestigious financial advisory firm. This hybrid role blends in-office collaboration with remote flexibility, focusing on financial planning, investment management, and taxation for a diverse client portfolio including high-net-worth individuals.

You will lead client relationships, deliver strategic financial advice, and mentor junior staff within a team dedicated to professional