Jobs
>
Centurion

    treasury financial planner - Centurion, South Africa - FACT

    FACT
    FACT Centurion, South Africa

    Found in: Talent ZA C2 - 3 days ago

    Default job background
    Full time
    Description

    PURPOSE:
    The purpose of this position is the management of loans and cash (i.e., responsible for loans and payments administration on all local and foreign loans, administration of forward exchange contracts and daily cash flow management). It also includes financial planning and budget input (responsible for annual budget funding requirements, annual cash flow forecasts, long term budget forecasts and providing input into the annual financial statements).


    AREAS OF RESPONSIBILITIES:
    The key performance areas of the role will focus on, but not limited to:


    Loan Management and Debt Servicing


    • Accurate, reliable loan schedules, continuous updating with payments, disbursements & interest rates.


    • Accurate booking and regular maintenance of new drawdowns and loans on FTI Star.


    • Timeous and accurate, SARB and National Treasury reports, and drawdown requests.


    • Accurate and timeous loan and coupon payments, BOP reports, transfer instructions.


    • Timeous Exchange Control Approvals and Extensions for debt servicing. Provide technical advice on processing technology, capability, risks, and costs

    Cash flow Planning and Actual Funding requirements



    • Reliable daily cash flow requirements.

    • Detailed updated monthly forecast schedules.

    • Reliable month end updates.

    • Accurate reconciliation – two weeks after monthly receipt of cash books


    Annual Budget Review Process



    • Detailed and accurate forecasts on local and foreign loans for budgets as per the budget review deadlines.

    • Reliable and timeous update of funding requirements with loan forecasts and divisional numbers.
    Financial Year-end

    • Detailed, accurate and timeous loans input, admin, reporting as per the financial year end deadlines.

    • Detailed and timeous assistance internally and to external auditors on Financial Yearend.


    Treasury Reporting and Administration



    • Update monthly PF&T reports and preparation of quarterly Funding Report.

    • Detailed & reliable monthly and quarterly reporting, detailed and accurate variance explanations for actuals vs budget.

    • Detailed & reliable monthly diary for all projects on loans, maturities, interest, capital and regulatory submissions and requirements.


    Organisational participation



    • Timeous, accurate and quality contributions to committees / task teams / governance processes and organisational wide intervention (e.g. Monthly reporting to the Minister.

    • Liaison with committee chairs, processes owners and line manager).

    MINIMUM REQUIREMENTS



    • B Degree/B Tech (NQF Level 7) Finance, Economics, Business Science or other numerical graduate qualification

    • 6 years' experience in Treasury

    • At least 2 years in financial planning / loan administration


  • Vancy business solutions

    Financial Planner

    Found in: Talent ZA C2 - 6 days ago


    Vancy business solutions Boksburg, South Africa Full time

    We are looking for a Financial Planner to help clients manage their finances. You will be our clients' trusted advisor in areas including investments, cash flow, savings and debt management. · Our financial planner should be an effective communicator with experience in financial ...

  • The Recruitment Council

    Digital Financial Planner

    Found in: Talent ZA 2A C2 - 3 days ago


    The Recruitment Council Pretoria, South Africa

    Introduction · The Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. Our client provides life cover to clients in South Africa. Their product aim in partnering · with ...

  • Liberty

    Financial Planner

    Found in: Talent ZA 2A C2 - 3 days ago


    Liberty Johannesburg, South Africa Permanent

    For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it.This rol ...

  • Micah Govender Developments

    Financial Planner

    Found in: Job Placements ZA C2 - 4 days ago


    Micah Govender Developments Johannesburg, South Africa

    Company is looking for experienced life and investment financial advisors to be based in Durban. · Company offers the following: · Provision of office space and full infrastructure for financial advisors · Full suite of administration services, i.e. new business finalisation, cli ...

  • Sanlam

    Financial Planner: Pretoria IS Lynnwood

    Found in: Talent ZA C2 - 1 minute ago


    Sanlam Pretoria, South Africa

    Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development a ...

  • Future Careers

    Senior Financial Planner

    Found in: Job Placements ZA C2 - 2 days ago


    Future Careers Johannesburg, South Africa

    Business Development · Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. · Customer Relations ...

  • Jobking

    Telesales SI Investement Specialist-MMI Holdings

    Found in: beBee S2 ZA - 3 days ago


    Jobking Centurion, South Africa Full time

    Telesales SI Investement Specialist (#25691) at Momentum Retail · MMI Holdings Limited (MMI) is a South African based financial services group listed on the South African stock exchange, the JSE. The group operates in the market through several client-facing brands including Met ...

  • ES Recruitment

    Financial Advisor

    Found in: Job Placements ZA C2 - 3 days ago


    ES Recruitment Pretoria, South Africa

    A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by as ...

  • People Dimension

    Broker Assistant/ Paraplanner

    Found in: Talent ZA C2 - 4 days ago


    People Dimension Pretoria, South Africa Full time

    Synopsis: · A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. · Job Description: · Job Description/Duties: · • Assisting Financial Plann ...

  • People Dimension

    Paraplanner

    Found in: Talent ZA C2 - 4 days ago


    People Dimension Pretoria, South Africa Part time

    Introduction · A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. · Desired Experience & Qualification · • Matric Qualification · • BCom Degree (Required) · • CFP - Diploma in Financial Planning (Advant ...

  • The Recruitment Council

    Financial Advisor

    Found in: Talent ZA 2A C2 - 3 days ago


    The Recruitment Council Pretoria, South Africa

    Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: · Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing ...

  • IOCO

    Junior Systems Engineer

    Found in: Executive Placements ZA C2 - 3 days ago


    IOCO Pretoria, South Africa

    Are you a skilled Junior Systems Engineer looking for your next challenge? Our Team is looking for someone like you to help shape the future of Tech · You will work in a dynamic iOCO Infrastructure Team as a Junior Systems Engineer by providing the monitoring on all enviornments ...

  • Sanlam

    Financial Adviser

    Found in: Talent ZA C2 - 2 minutes ago


    Sanlam Gauteng, South Africa

    Who are we? · Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our ...

  • Sanlam

    Short Term Advisor

    Found in: Talent ZA C2 - 1 minute ago


    Sanlam Gauteng, South Africa

    Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development a ...

  • The Recruitment Council

    Distribution Channel Director

    Found in: Talent ZA 2A C2 - 4 days ago


    The Recruitment Council Pretoria, South Africa

    The successful candidate will be responsible for translating and operationalizing the companys strategy to develop and implement a new generation PSA (Product Supplier Agents) channel. · The role is accountable for footprint growth and client expansion while using social media, ...

  • Talent Evolution (Pty) Ltd

    Wills Sales Manager

    Found in: Talent ZA C2 - 2 minutes ago


    Talent Evolution (Pty) Ltd Pretoria, South Africa

    Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of cl ...

  • iSanqa

    Specialist Inventory Controller

    Found in: Talent ZA C2 - 6 days ago


    iSanqa Pretoria, South Africa Full time

    Our client requires the services of an Inventory Controller (Advanced) - Rosslyn · Amazing brand with cutting-edge technology · Excellent teams in Global team collaboration · High work-life balance with Flexible hours · Agile working environment · POSITION: Contract until Decembe ...

  • Benclo

    Fashion Merchandise Fincancial Planner

    Found in: Executive Placements ZA C2 - 6 days ago


    Benclo Johannesburg, South Africa

    We are seeking a financial planner to help us develop and follow a long-term financial plan for our company. As a financial planner, you will be responsible for helping us manage our company's financial resources, including the selection and implementation of our investment strat ...

  • Benclo

    Fashion Merchandise Fincancial Planner

    Found in: Talent ZA C2 - 6 days ago


    Benclo Johannesburg, South Africa

    Fashion Merchandise Fincancial Planner · We are seeking a financial planner to help us develop and follow a long-term financial plan for our company. As a financial planner, you will be responsible for helping us manage our company's financial resources, including the selection a ...

  • PPS Recruitment

    Financial Advisor Johannesburg

    Found in: Talent ZA C2 - 20 hours ago


    PPS Recruitment Sandton, South Africa

    Purpose of the Job: · The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS ...