Investment Consultant - Mpumalanga

Momentum; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job description

Job listings overview and multiple opportunities in Johannesburg, Sandton, Midrand, and surrounding Gauteng areas. The descriptions include responsibilities, qualifications, and company context for various financial planning, risk, and corporate finance roles. The content contains several repeated sections and inconsistent formatting which has been refined below to be job-focused and machine-readable while preserving original information.

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Johannesburg, Gauteng The Recruitment Council | Posted variously

Note: Some entries are duplicates or multiple postings for similar roles. Each listing includes responsibilities and qualifications aligned with financial planning, risk, or FP&A functions.

Job Description – Financial Planning Associate / Paraplanning (Independent financial planning business)

Overview: An independent financial planning business seeks a Financial Planning Associate to support the advice process, work on complex financial strategies, and ensure legal compliance in a professional environment.

Responsibilities:

• Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
• Portfolio Strategy: Prepare investment proposals, review client portfolios, and create detailed review files.
• Compliance & Administration: Ensure client files adhere to POPI, FICA, and FAIS; perform quality control on quotations and submissions; oversee implementation.
• Client & Advisor Support: Manage client relationships, set up review appointments, and liaise with product providers to follow up on instructions and research products.

Qualifications and Experience:

• Minimum 5 years in a similar para-planning role.

Job Description – Financial Planning Support Specialist

Overview: A leading independent financial services firm seeks a Financial Planning Support Specialist to assist financial planners, enabling more client-facing time and mentoring junior specialists.

Responsibilities:

• Technical Excellence: Prepare client presentations, planning data, calculations, and reports using CRM systems and planning software (e.g., Xplan, Xtools, Integrated Wealth Planner, Asset Map).
• Workflow Leadership: Coordinate paraplanning workflow and meet service standards and deadlines.
• Mentorship & Coaching: Review junior paraplanners’ work and assist with induction of new team members.
• Process Improvement: Develop and review paraplanning policies and procedures; participate in projects.
• Client Interface: Communicate with Insurance and Investment companies on behalf of planners and clients.

Experience & Qualifications:

• Education in financial planning related field; regulatory status (RE5, PCE) desirable.
• CRM and planning software proficiency; knowledge of compliance requirements.

Job Description – Wealth Management Associate

Overview: A Wealth Management Associate role focused on research, client service, and behind-the-scenes operations to support wealth and investments teams.

What to Expect / What You’ll Do:

• Research advice-related issues for client reports and Records of Advice.
• Upload client data, prepare scenarios, conduct portfolio analysis, draft Records of Advice, manage client reviews, and assist with compliance activities.
• Prepare meeting packs and maintain compliance and risk monitoring.
• Support with top-ups, ad hoc investments, and rebalancing; handle queries by phone and email; assist with audits.

Qualifications / Skills / Personal Attributes:

• Degree or qualification in a relevant field; strong Microsoft Word/Excel; client relationship skills; strong written and interpersonal communication; understanding of regulatory compliance.
• Personal attributes: client-focused, ethical, organized, deadline-driven, good problem-solving, capable of working in teams and independently.

Job Description – Portfolio / Credit Risk Roles (Multiple postings)

Overview: Several postings describe roles in credit risk monitoring, portfolio management, and financial planning governance across markets in Africa, including South Africa. Responsibilities typically include credit reviews, financial analysis, portfolio management, policy development, reporting, and stakeholder engagement.

• Credit Portfolio Monitoring and Risk Reviews: conduct periodic reviews, track covenants, identify deterioration, provide early warning indicators.
• Credit Assessment and Financial Analysis: in-depth financial analysis, scenario testing, amendments and restructuring recommendations.
• Portfolio Management and Compliance: ensure compliance with internal policies and regulatory standards; oversee post-disbursement oversight.
• Strategic Engagement and Reporting: governance reporting, IFRS 9 provisioning, policy development, audits support.
• Financial Modelling and Analysis: build/review models, stress testing, and renewals of credit risk mitigants.

Experience & Qualifications (typical):

• 10+ years in credit risk analysis, portfolio monitoring or financial analysis; Bachelor’s or postgraduate degrees in economics/finance; CFA/CA(SA) beneficial; ESG/sustainable finance familiarity is advantageous.

Job Description – Absa/Absa Bank / Corporate FP&A Related Roles

Overview: Various FP&A and planning-related roles in Absa Bank and Coca-Cola Beverages South Africa (CCBSA) with responsibilities including budgeting, forecasting, scenario analysis, and executive-level reporting.

• Country Lead FP&A: oversight of planning and analysis, governance, budgeting cycles, cross-functional partnering, data ownership, and staff development; coaching and data tooling experience (Tableau, EDW, HFM) valued.
• Qualifications and Experience: bachelor’s degree in finance/accounting; 5–7 years financial experience including management; CA(SA)/MBA advantageous.
• Skills: analytical ability, modeling, communication, ERP familiarity, and industry knowledge (preferred in beverages/FMCG).

Corporate / Diversity Statement:

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act, preference will be given to designated groups. Absa reserves the right not to appoint.

Job Description – Country Lead FP&A (Coca-Cola Beverages South Africa)

Role: Oversee FP&A for the country; drive compliance, reporting, budgeting, forecasting, and cross-functional business partnering; develop capability and data governance; ensure alignment with group FP&A objectives.

Qualifications / Experience:

• Bachelor’s degree in Finance/Accounting; CA(SA)/MBA advantageous.
• 5–7 years of financial experience; management experience preferred.

Skills: strong analytical, forecasting, communication, and ERP familiarity (MSD recommended).

Job Description – Portfolio Assistant for Sectional Title Management

Location: Bedfordview, Gauteng; salary range R400,000 – R600,000; hybrid role with some remote work.

Role: Manage day-to-day portfolio management and maintenance for sectional title schemes.

Qualifications:

• Analytical skills; experience in portfolio management or assistance; ability to work independently and collaboratively; property management experience is a plus.

Note: This refined description preserves the original job information and responsibilities while reformatting for clarity and consistency. The content remains focused on job responsibilities and qualifications across multiple postings. No new facts were introduced. All non-essential boilerplate and duplicate blocks were condensed to improve readability and compliance with formatting guidelines.