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Financial Advisor

attooh!

Middelburg

On-site

ZAR 300,000 - 500,000

Full time

2 days ago
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Job summary

A leading financial services company is seeking a professional in Financial Planning & Analysis to manage budgeting and forecasting processes. This role offers opportunities for growth and development, along with flexible working options and an attractive salary package. The ideal candidate will have a minimum of 2 years of experience in the insurance sector and the ability to deliver high-quality work in a fast-paced setting.

Benefits

Flexible working options
Attractive salary and benefits

Qualifications

  • At least 2 years of experience in Financial Planning & Analysis, ideally in Insurance.
  • Strong mentoring and coaching abilities.
  • Effective in fast-paced environments.

Responsibilities

  • Manage budgeting, forecasting, and long-term planning.
  • Analyze actuals against budget and forecasts.
  • Support decision-making with insights on business performance.

Skills

Attention to Detail
Goal-driven
Analytical Thinking

Job description

attooh! is a financial services business with a passion for people. We believe in structure, innovation, and education. For the past 10 years, we have been cultivating a generation of financial game-changers. Connect with us to ensure a journey of financial celebration, success, and independence. Every client is unique, and so is our process. We are experts at finance with a heart for people. Health and wealth should be viewed as one interrelated concept. We believe in your holistic success.

Our aim is to provide and maintain world-class advice, with innovative solutions offered to our financial advisors and their clients. We foster a cradle-to-grave relationship with our clients. Our value-based approach means we are unashamedly ethical. We acknowledge our corporate social responsibility and have developed the tagline: love, serve, and remember, which underscores our passion for giving back.

Attooh! supports innovation, optimism, and entrepreneurship. Our success is driven by our clients who are raving-fans, a result of our empowered and highly skilled employees and the service quality we deliver. We treat our employees and customers with fairness and respect.

We believe in having fun and bringing life back to finance. Finance should be a series of goals set, met, and celebrated. Our core purpose revolves around transforming a “poverty mindset” into an “abundance mentality.” This mindset shift is the catalyst for becoming a millionaire, and once achieved, we assist clients on their journey to financial independence. We aim to make ordinary people millionaires and help millionaires achieve financial independence.

The Role
You Will Be Responsible For
  1. Managing the budgeting, forecasting, and long-term planning process.
  2. Analyzing actuals against budget/forecast and prior year.
  3. Supporting decision-making by providing stakeholders with timely, detailed, and meaningful insights and visibility on business performance.
  4. Performing ad hoc analysis to assist in management decision-making.
Ideal Profile
  1. At least 2 years of experience in a Financial Planning & Analysis role, ideally within the Insurance industry.
  2. A strong mentor and coach capable of building high-performing teams.
  3. Highly goal-driven and effective in fast-paced environments.
  4. Strong attention to detail with high-quality work delivery.
  5. Willing to undertake 30-60% travel.
What's on Offer?
  1. Opportunity within a company with a solid track record of performance.
  2. Flexible working options.
  3. Attractive salary and benefits.
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