Job Closed
This listing is no longer active.
Financial Planning Consultant
Location
South Africa
Posted
29 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Financial Planning Consultant
Nexus Recruitment
Role Description Start or Change Your Career in Financial Services. IWCP (a Liberty affiliate) is recruiting motivated individuals who want to build a career in financial advising and financial planning. If you enjoy working with people and want uncapped earning potential, this is an opportunity to enter the financial services industry with full training and ongoing support — even if you have no prior financial experience. - Meet with clients and assess their financial needs - Provide guidance on insurance, investments, and retirement planning - Build and grow your own client base - Develop long-term client relationships - Earn ongoing income through client servicing Qualifications - Matric (Grade 12) - South African citizen - Valid driver’s licence + reliable vehicle - Clear criminal & credit record - Good communication skills Benefits - Full training provided - Commission-based income with uncapped earning potential - Performance incentives - Flexible working environment - Ongoing mentorship and support - Backing of an established Liberty affiliate Company Description
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Role Description You'll be the analytical engine behind Happy Howl's financial decision-making. Working directly with the CFO, you'll own the financial model, build the reporting infrastructure, and provide the analysis that drives strategic decisions — from customer economics to channel investment to potential M&A. This is a high-visibility role where your work directly influences board-level and investor conversations. What You'll Do - Own and maintain the company's multi-scenario financial model (Goal/Stretch/Base forecasts). - Build monthly board reporting packages and investor update materials. - Conduct LTV/CAC analysis, cohort modeling, and customer economics reporting. - Own budgeting, variance analysis, and departmental spend tracking. - Support strategic financial analysis: M&A evaluation, channel economics, hiring ROI. - Build financial dashboards for executive visibility. - Assist with investor relations and fundraising materials. Qualifications - 1–3 years in FP&A, banking, or consulting. - Ability to own financial models and board decks. - Strong attention to detail and accuracy. - Ability to work under pressure and meet tight deadlines. - Transparency in presenting financial data. - Willingness to work outside of a typical 9-to-5 schedule when necessary. Requirements - Experience with DTC or subscription business metrics (LTV, CAC, NDR, cohort analysis). - Familiarity with BI/dashboarding tools (Looker, Tableau, or similar). - SQL skills for data extraction and analysis. - Experience at a venture-backed startup. Benefits - Competitive salary ($90K–$110K) plus bonus opportunity and equity. - High-visibility role with direct exposure to board and investor conversations. - Work directly with an experienced CFO at a fast-growing brand. - Remote work flexibility. - Opportunity to grow into a senior finance role as the company scales.
Senior Manager – Wealth Investment & Portfolio Management Platforms
KeyBankFounded in 1849, KeyBank is described as one of America's largest bank-based financial services companies with assets exceeding $140 billion. The company continues to grow and invi
• Build and manage a team of technology professionals • Own end-to-end delivery and production ownership for portfolio modeling, rebalancing, trading, subscription, and financial data provider platforms. • Establish delivery governance and agile ways of working; partner with Product Management where applicable to align priorities, scope, and outcomes. • Lead cross-functional delivery (Technology, Product, Operations, vendors): manage plans, cutovers, dependencies, risks, test readiness, and releases. • Provide technical oversight for architecture and integrations across OMS/EMS platforms, custodians/brokers, market data providers, and downstream reporting (APIs, messaging, streaming). • Advance the private investments technology stack, integrating into portfolio management workflows (subscription/commitments, capital calls/distributions, valuations, Schedule K1s/documents, data onboarding). • Own and report on platform stability/reliability and operational readiness: resilience, performance/latency, capacity, and recovery planning for market-hours workloads. • Lead incident/problem management (on-call readiness, root-cause analysis) and ensure high-quality releases/cutovers with rollback plans. • Maintain data integrity and control from source through execution and reporting in a regulated environment.
• Beratung von Mitarbeitenden zu Themen wie Financial Wellbeing, Versicherungen, Vorsorge und Finanzen • Ansprechpartner über verschiedene Kanäle (Telefon, E-Mail, digital) • Bearbeitung von Kundenanfragen eigenständig • Erklärung komplexer Themen verständlich und zielgruppengerecht • Aktive Mitwirkung an der Weiterentwicklung der Services und Prozesse
• Lead recurring forecasts, EAC updates, and financial planning activities across a portfolio of government contracts • Identify financial risks and opportunities and provide actionable recommendations to leadership • Drive annual budgeting and periodic reforecasting processes, including templates, reporting, and executive-ready summaries • Partner closely with project managers and division leadership to improve funding utilization, margin performance, and project financial discipline • Oversee pricing support through management of a pricing-focused Financial Analyst • Review pricing models, assumptions, and cost volumes for proposals and contract modifications • Apply government contracting expertise related to indirect rates, allowability, funded ceilings, and contract compliance • Support compliant and competitive pricing strategies across contract types including cost-reimbursable, T&M, and fixed-price contracts • Utilize Deltek Costpoint (Planning module preferred) to maintain accurate plans, reconcile actuals, and improve reporting integrity • Develop and maintain audit-ready financial models, standardized templates, and forecasting tools • Identify opportunities for automation, reporting enhancements, and process optimization • Explore innovative uses of AI within FP&A to improve forecasting accuracy, pricing strategy, and margin optimization • Coach and develop a Financial Analyst, ensuring quality, prioritization, and cross-functional collaboration • Foster a culture of accountability, continuous improvement, and analytical excellence


