Financial Advisor

Findojobs South Africa; South Africa; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading financial services company in South Africa seeks an experienced Financial Planning & Analysis professional. You will manage budgeting and forecasting processes while providing insights to support decision-making. The role offers flexible working options and an attractive salary package for the right candidate.

Benefits

Opportunity within a company with a solid track record of performance

Flexible working options

Attractive Salary & Benefits

Qualifications

• At least 2 years of experience in a Financial Planning & Analysis role, ideally in the Insurance industry.
• Ability to build high-performing teams.
• Willingness to undertake 30-60% travel.

Responsibilities

• Managing the budgeting, forecasting, and long-term planning process.
• Analyzing actuals against budget/forecast and prior year.
• Supporting decision-making with timely business insights.

Skills

Analysis

Budgeting

Forecasting

Mentoring

Attention to detail

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 breeding 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 being offered to our financial advisors and thus to their clients. A cradle-to-grave relationship exists between attooh! and our valued clients. Our value-based approach means that we are unashamedly ethical. We acknowledge and accept our corporate social responsibility, and we have developed the tagline of love, serve, and remember, which underscores our passion for giving back. attooh! believes in and supports innovation, optimism, and entrepreneurship. Our engines are fueled by our clients who are raving fans. This label is a result of an empowered and exceptionally skilled set of attooh! employees and the service quality we offer. Experts with heart! We treat our employees and our customers fairly as they deserve it! We believe in fun, bringing life back to finance. Finance should be a series of goals set, met, and celebrated. The powerful concept behind our core purpose's design revolves around the conversion from a “poverty mindset” to an “abundance mentality.” This mindset change is the instigator to becoming a millionaire, and once achieved, we can help clients on their journey to financial independence. We make ordinary people millionaires and help millionaires become financially independent.

The Role

You will be responsible for:

• Managing the budgeting, forecasting, and long-term planning process.
• Analyzing actuals against budget/forecast and prior year.
• Supporting decision-making by providing stakeholders with timely, detailed, and meaningful insights and visibility on business performance.
• Performing ad hoc analysis where required to assist in management decision-making.

Ideal Profile

• You have at least 2 years of experience within a Financial Planning & Analysis role, ideally within the Insurance industry.
• You are a strong mentor and coach who can build high-performing teams.
• You are highly goal-driven and work well in fast-paced environments.
• You pay strong attention to detail and deliver work that is of a high standard.
• You are willing to undertake 30-60% travel.

What's on Offer?

• Opportunity within a company with a solid track record of performance.
• Flexible working options.
• Attractive Salary & Benefits.