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Qualified accountant needed for accounting practice in Richards Bay. Experience with preparing financial statements using Caseware, processing books of account using Sage, Pastel and others. Good understanding of how to deal with SARS queries. Able to communicate effectively and deal with clients and staff. Salary will be based on experience and ability. Please email Cv to jobsaccnew.gmail.com.
14d
Richards Bay
Results for Accounting & Finance Jobs in South Africa
1
Role PurposeManagement and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the companys business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations.
Locationx1 Nelspruit and x1 Durban
Responsibilities and work outputs
• Servicing of dedicated client portfolios• Credit control/Unpaid Debit Orders/Account Queries• Maintaining and building client relationships• Delivering excellent client service• Maintaining and improving agreed client service levels• Thorough knowledge of short-term insurance products• Retention of current client portfolio• Growing current client portfolio• Identifying cross selling opportunities and provide leads• Assist clients with claim forms and queries• Day to Day management/assistance to clients and ensuring portfolio profitability• Underwriting on multi claimants/high loss ratio clients• Processing of Renewals
Competencies required
• Technical Retail Acumen• Portfolio Management• Risk awareness• Crossselling/Lead Referral
Experience and Qualifications
• 3 Years Experience in Servicing (Short Term Insurance)• Matric/Grade 12• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of• first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list• FAIS Regulatory examination for Representatives(RE5)• 18 CPD (continuous professional development) points
Were looking for someone with
• Extensive knowledge of the Short-Term Insurance Industry• Thorough understanding of insurance products• Thorough understanding of business principles and Practices• Interpersonal Skills• Ability to handle conflict• Negotiation skills• Problem solving skills• Risk Assessment and analysis• Insurance Principles and practice• Customer and Personal Service• Clerical and Administrative Skills• Willingness to assist colleagues and a team player• Time management
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzc4MDY5MTM4P3NvdXJjZT1ndW10cmVl&jid=1517925&xid=2378069138
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My client provides loan finance to SMEs - you must come from commercial property investment not Property Sales -this is not for estate agents. Hybrid role.
In a nutshell we need someone who understands commercial property investment and who can also do the finance attached to deal sourcing and deal structuring.
CTC in the region of 80k pm. (And interest share)
Responsibility:Take complete ownership of financial management, encompassing income and expenses, within the area office, ensuring financial stability and adherence to approved budgets.
· Oversee the end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence, deal structuring and portfolio management for wholly owned property acquisitions, joint venture property investments and owner-occupied property acquisitions for business owners.
· Actively participate in various committee meetings, providing input and insights that contribute to informed decision-making.
· Prepare and present detailed investment proposal reports for consideration by relevant investment committees, ensuring accuracy and clarity in all documentation.
· Develop and execute marketing strategies to promote X Limited’s services and products, while actively engaging in presentations and networking activities to foster industry relationships.
· Strategically cultivate and maintain relationships with key intermediaries and industry stakeholders to generate consistent deal flow opportunities, all while promoting and strengthening the brand of X Limited.
· Actively manage client relationships and regularly participate in management meetings for equity investments in joint ventures, contributing to the overall success and growth of these partnerships.
· Actively participate in the development, management, and retention of your direct report.
· Actively participate in the building of a team through the recruitment and selection, and to the development, management, and retention of additional direct reports.
Qualifications:
· A Bcom degree in Accounting, with Accounts 2, Finance or other business-related field.
· A Property Investment-related degree will be advantageous.
· 4 or more years of experience in property investment/property finance structuring.
The individual needs to possess the ability to build and maintain relationships, have strong negotiation skills and be results-focused.
Requirements:
· 5 or more years of experience in Business Investment.
· Experience in Banking, sales and marketing.
Competencies:
· Deciding and Initiating Action
· Leading and Supervising
· Persuading and Influencing
· Presenting and Communicating Information
· Planning and Organising
· Delivering Results and Meeting Customer Expectations
· Relating and Networking with People
Salary: Up to R80,000.00 per month
Education:
Bachelors (Required) with Accounts 2 passed
Experience:
Business Investment: 5 years (Required) Sales and Marketing: 3 years (Required)
Property Finance Structuring: 4 years (Required)Salary: R80000Job Reference #: FinanceConsultant Name: Carol Ann Farrelly
1h
A well-established financial services business is seeking to appoint a Investment Principal - Third Party Fund Raiser
Qualifications:
Minimum of Bachelor’s Degree in Finance or Economics, or related field.
Post graduate degrees such as Masters in the same field, CA (SA), certifications such as CFA would be advantageous.
Experience:
Driven track record of successful fundraising and deal closures, with at least 5 years of experience in corporate finance, investment banking, or similar field.
Proficiency in financial modelling, valuation techniques, and risk analysis.
Exceptional written and verbal communication skills, with a demonstrated ability to craft persuasive funding proposals and deliver impactful presentations.
Strong negotiation skills and a keen understanding of legal and contractual aspects related to fundraising and deal structuring.
Ability to build and maintain strong relationships with diverse stakeholders, including capital providers and internal teams.
5-10 years’ experience in raising funds or/and managing funding partnership(s).
Experience in management of teams.
Experience in developing/reviewing and using corporate/project/structured finance financial models.
Grounded experience on development issues.
Strong customer focus and ability to engage effectively with senior officials of banks, corporates and governments.
Experience working in a high-level collaborative and culturally diverse environment.
Ability to manage multiple competing priorities while building effective relationships.
Extremely organized and persistent, with drive and determination to achieve goals.
Extensive experience B-BBEE verification/ rating service.
Extensive knowledge of the BEE Act, Codes of Good Practice, sector charters and PPPFA.
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful. However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.
SECTOR: Finance
Job Reference #: SSC000595/AK
18min
1
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Opportunity Available!! Our leading client in the Auditing Sector is looking to employ an Internal Audit Manager to join their dynamic team in Pietermaritzburg.
Job Description:
Must have strong internal audit experience and skills
Develop and maintain sound client relationships
Build long-term relationships with new and existing clients
Promote the Firms products/services addressing or predicting clients objectives
Managing of assigned client portfolios from beginning to end
Planning, executing and reporting on assignments in accordance with required quality control standard; office policies and management guidelines, and within allocated timelines and budgets
Project Management
Staff planning
Manage and lead teams
Review the work of subordinates
Finalisation of working papers and relevant reports for Directors review
Assist in preparation of client proposals
Must have experience in assessing staff performance and staff development
Job Requirements
: CA (SA)/CIA or equivalent
SAICA articles completed at a South African auditing practice
At least 5 years’ experience at a management level
Must have strong experience in Public Sector across all spheres of government (national, provincial and local)
In-depth knowledge of various legislative prescripts such as PFMA/ MFMA and SCM regulations
Experience in private sector will be an advantage
Sound knowledge of the local market
Strong technical skills in internal audit
Caseware knowledge/ experience
TeamMate knowledge/ experience
Pastel knowledge/ experience
Microsoft Office experience
Valid South African driver’s license
Own transport
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMjA4Ny9CRw==&jid=1815820&xid=E.L002087/BG
18min
A well-established short term insurer seeking to appoint an Information and Records Administrator (10 Months)The Information and Records Administrator will support the implementation and integration of an Information Management Program by ensuring that records management principles are adhered to.
Qualifications:
Tertiary qualification (degree/diploma) in Library Science, Information Science or related Records Management qualification
Matric
Experience:
Minimum 2 years’ experience in records management
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful. However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.
SECTOR: Insurance
Job Reference #: SSC000596/AK
18min
1
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Opportunity Available!! Our leading client in the Auditing space is looking to employ a Chartered Accountant (SA) to join their dynamic team in Johannesburg.
Job Description:
To provide a management role within the Audit Department
The PMB based candidate will be responsible for Audit, Accounting and Tax.
Business Development
Review and sign off all Reports
Manage Quality control within the Firm
Oversees the training, development and supervision of staff.
Develops, manages, and monitors the branch revenue target
To be able to implement and manage projects.
Must be/ or be willing to be a SAICA Trainee officer
An existing portfolio of clients would be an advantage
Job Requirements:
Tertiary qualification - Qualified CA (SA) and Registered Auditor (RA)
Minimum of 3 years post CA(SA) qualification experience within an Audit firm
Must be a Registered Auditor
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMjA4Ni9CRw==&jid=1815810&xid=E.L002086/BG
18min
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A well-established short term insurer seeking to appoint an Investment Analyst The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investment strategy.
Qualifications:
Relevant B degree qualification (B Com/ BAcc)
Advantageous if the qualification is relevant to investments
Experience:
Minimum 2 years in an investment environment.
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful. However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.
SECTOR: Insurance
Job Reference #: SSC000598/AK
18min
1
Opportunity Available!! Our well known client in the Auditing Sector is looking to employ a Senior Finance Administrator to join their team in Pietermaritzburg.
Job Description:
Analysis of WIP timesheet function on Caseware - Creating new projects and maintenance and reporting to the CEO on non-chargeable etc.
Capacity reports to the executive team based on timesheet information like non-chargeable, productivity, rates etc.
Adding new employees to timesheet systems including charge out rates and time types.
Analyzing project costs, revenue, and billing progress on a weekly basis.
Lead, motivate and support admin and daily operations team
Supporting the director and executive team with high level administrative analysis and tasks
Oversee and improve operational processes to ensure smooth and efficient workflows in all departments including
Maintaining project details, project register and interface between Caseware Cloud and Caseware Time.
Add new staff with charge out rates and maintain accordingly
Maintain Timesheet information on Caseware and approve to work in progress reporting
Generate Caseware WIP and staff productivity reports
Analyzing the WIP from project engagement until project completion to ensure maximum profitability
Analyzing each project’s cost, revenue and billing progress on a weekly basis
Annual financial statements as well as monthly management accounts for the Firm to be maintained and presented to the CEO
Any other ad hoc finance/project requirements
Analyzing financial data and trends to identify areas for improvement or optimization.
Conducting variance analysis and providing recommendations for performance improvement. Translate senior management directives into actionable front-line policies and implemented changes with staff.
Identified business process challenges by analyzing current process data and metrics.
Overseeing day-to-day financial operations, including accounts payable and receivable, payroll, and financial transactions. Developed, implemented, updated and managed process flow improvement with cross-functional teams in the group using flow charts, manuals, google analytics etc.
Prepared high level business process reports and presentations for the director. Provided insights and recommendations to management for cost-saving opportunities.
Job Requirements:
Tertiary qualification – Bcom Degree
Previous experience in a similar role or Financial field is essential
Must have excellent management skills and a clear understanding of practice management
Excellent report writing skills
Pastel Knowledge
Advanced excel skills
Caseware experience is essential
Financial acumen
SECTOR: Finance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMjA4OC9CRw==&jid=1815822&xid=E.L002088/BG
18min
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Our client in the agricultural sector is seeking a Creditors Clerk to join their team. This role will report directly to the Financial Manager.
Responsibilities:
Receiving and capturing of invoices from receiving.
Maintain the goods received and the invoice record book.
Prepare and send expected payment lists weekly.
Ensure that all invoices are processed for weekly payments.
Printing emails within the deadline.
Making sure that all the necessary documents and approvals are attached for payment.
Checking of banking details.
Checking due dates before submitting of payments.
Ensure that all invoices are expensed by the end of the month with the correct supporting documents.
Prepare month end creditors file for payment.
Capturing invoices/credits.
Reconciliation of the account and assist with queries.
Prepare invoices for global payments as per budget.
Printing, scanning and emailing.
Complete credit applications for new supplier accounts and get the necessary authorization.
Creations of new vendors and completion of forms.
Complete telephonic confirmations.
Ensure all documents are received.
Create SAP vendor and send for approval.
Ensuring that filing is complete and maintain the filing system.
Liaise with head office.
Requirements:
Matric certificate.
3+ years in a similar role.
Must have good communication skills in English and Afrikaans.
Drivers license.
SAP knowledge.
Problem solving and organizational skills.
To apply, please send your CV with your salary expectations to hannah@personastaff.co.zaPlease note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.Persona Staff Pty (Ltd) is POPIA (Protection of Personal Information Act, 2013) compliant, all personal information is protected according to legislation. By applying for any of our available vacancies, you give Persona Staff consent to process your Personal Information for Recruitment Purposes, according to the POPI ACT, 2013. If you have any concerns regarding
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=personastaff&VacRef=CPT004769/H&source=gumtree
19min
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A well-established business is seeking to appoint a Manager: UnderwritingOversee underwriting, reinsurance, policy administration and portfolio management of non-life insurance business to contribute to the achievement of financial objectives of the organization.
Qualifications & Experience:
Honours BCom in Accounting, Finance, Business Management, Risk Management and Insurance
8-10 years Life and/or Short term insurance underwriting experience
8-10 years Insurance operating system experience
Critical Competencies:
Underwriting and administration
Maintenance of policies in an operating system
Quality Assurance
Good understanding od reinsurance principles
Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful. However, please keep a lookout on our website, www.sixsense.co.za for available positions which may be inline with your career aspirations.
SECTOR: Banking; Finance
Job Reference #: SSC000599/AK
19min
1
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Urgently in Need of Business Development Consultant - Durban
Requirements
Must have short-term insurance experience for Durban We are looking for BDC’s who are SALES HUNTERS, who are ENTREPRENEURIALFace-to-Face HUNTER SALES EXPERIENCE • not call centre salesWe are looking for well spoken candidates who can hold a conversation (presentable) • The ideal applicant would have experience working with clients in the middle and upper marketThe ideal candidate is able to work on their own writing business in accordance with TARGETS.Must have – OWN VEHICLEPrevious experience SOURCING OWN NEW BUSINESS LEADS, as they will be required to generate 100% of their own new business (prospecting)Must have - Solid cold calling • PROSPECTING experienceVery strong communicator
Education and experience
3-4 years experience in external sales1 + experience in the Insurance industryRE5 advantage Matric certification and higher
Contact Person
James KnollJames@abcworldwide.com
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjQ3ODQ4MzkxP3NvdXJjZT1ndW10cmVl&jid=1328344&xid=2647848391
19min
1
I am recruiting for an excellent salesmen !
Requirements
Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
Include salary expectation, current salary, notice ...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTU5OTE5NjY5P3NvdXJjZT1ndW10cmVl&jid=1497800&xid=3959919669
19min
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Position – Broker Consultant
Location – Richards Bay/KZN
Salary – market related
Main purpose - The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.
Qualifications:
Matric
NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
Regulatory Examinations (RE5) for representatives.
60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).
Requirements and knowledge:
Class of Business training in Category 1 life and friendly societies.
Product Specific training in Category 1 life and friendly societies.
Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
Excellent knowledge and understanding of insurance legislation.
Computer Literacy (MS Office package).
Valid driver’s license and own vehicle.
Sound knowledge of long-term insurance or employee benefits products.
Knowledge of underwriting processes.
Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
Broker consulting, trade unions, funeral parlours experience in an insurance company.
Experience in establishing contacts and relationships with decision makers within funeral group business.
Proven Sales track record.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjAyMTE1NjkwP3NvdXJjZT1ndW10cmVl&jid=1322397&xid=4202115690
20min
1
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Position: Sales Consultant
Based in Bellville
Please forward your CV to – melanie@abcworldwide.com
We are searching for driven, hungry candidates that are completely sales driven in sales environment!!!
We require candidates that exceed targets and are top performer!!!
Main Responsibilities:
Selling short term insurance telephonicallyAchievement of sales targets and objectivesAdherence to Quality and Compliance processes to minimize business riskBuild and maintain good client relationshipsEnsure commitment to the FAIS Fit & Proper qualification requirements
Client offers:
Monday to Friday
Salary – Basic + commission
Requirements:
Must be a South African citizenMust have MatricMust have 2 years’ experience in salesMust be ITC clear and Criminal clearMust have a clear accent
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNzYwNzU0MTk/c291cmNlPWd1bXRyZWU=&jid=1305134&xid=376075419
20min
1
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CARtime Franchising is a proud, established business with over 40 franchises nationally.
CARtime has been in existence for over 25 years in the aftermarket vehicle service and maintenance sector.
This position requires the candidate to assist the business with providing accurate accounting function as Senior accountant.
The company is looking for a candidate who can work at all levels, with a wide knowledge of various accounting functions. We require a committed and approachable individual with a dynamic character and strong interpersonal skills, high initiative. The person is expected to provide excellent assistance and support to franchisees, employees and managers.
The ideal candidate will be expected to assist with maintaining an effective and efficient accounting records and support and will also be responsible for administrative tasks and is therefore expected to be computer literate.
Responsibility:DUTIES AND RESPONSIBILITIES:
• Financial reporting, managing operating capital, the accounting function, implementing SOP’s and improving internal financial controls.
• Managing, recruiting, developing and supporting the finance team.
• Financial reporting: Collate, prepare and interpret reports.
• Manage the accounts payable, and accounts receivable functions.
• Ensuring tax compliance and compliance with statutory regulations.
• Managing the audit process and ensuring financial statements are completed.
• Managing budgets, variance analysis, identify and implement cost cutting and process improvements across the group.
• Implement, enhance and oversee internal controls, SOP’s and promote best practices.
• Oversee and assist with bank and control account ledger recons.
• Prepare Monthly VAT Returns for Group.
• Assist with the Preparation of Annual financial Statements for Group Companies and audit packs.
• Preparation and submission of annual returns for the Group.
• Oversee finance department employees and monitor workload on a weekly basis.
• Liaising with managerial level staff and third-party stakeholders.
REQUIREMENTS:
• 5 years’ experience.
• Accounting qualification.
• Valid code 8 Drivers Licenses (own vehicle) – advantageous.
• Full MS Office.
• Pastel Evolution or similar system.
• Sound understanding of the finance function and a hands-on approach.
• Provide key financial inputs into project decisions and divisional business partnering.
• Assist with monthly reconciliations which includes compilation and review.
• Provide advice on tax-related matters.
• Ensure all taxation matters are in order, i.e. submission is done timeously and accurately with regards to VAT, Income Tax, Provisional Tax.
• Ensure compliance of all policies, procedures and systems with legislative, shareholder and statutory requirements (including Companies Act regulations) and advice.
• Compile monthly management accounts, with accurate and valid commentary on company performance.
• Provide accurate financial (including budget and variance) reports and schedules as required.
• Finalise and interpret accounts up to trial balance.
• Maintain all financial records and accounts: GL, Cashbooks, Debtors and Creditors Management, Intercompany transactions and their reconciliation.
• Ensure a methodical filing system is maintained, i.e. documentation and all related correspondence are filed and complete at all times.
• Monitor adherence to financial systems and processes.
• Inventory Management and reconciliation.
• Maintain a fixed assets register for group.
• Ensure intercompany accounts are in balance monthly.
• Ability to communicate effectively across all levels of the organization.
• Must have strong attention to detail and a proven track record.
• Outstanding organizational and time-management abilities.
• Strong ethics and reliability.
• Experience in the Automotive sector- advantageous.
• Outstanding organizational and time-management abilities.
• Ad hoc tasks.
Qualifications, Skill, Experience & Competencies:
Interested candidates who meet these criteria to send applications to hello@cartime.co.za. Correspondence will only be entered into with short listed candidates who meet the criteria for the role.
Job Type: Full-time
Pay: R25 000,00 per month depending on experience.
Education:
• Bachelors (Required)
Experience:
• Bookkeeper: 5 years (Required)
Please send your CV to hello@cartime.zo.zaSalary: R25 000
24min
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Our client is a leading provider of financial wellness solutions through its Right Track Financial Wellness Programme. With a team of experienced professionals dedicated to developing tailored solutions, they pride themselves on being the preferred partner for their clients financial wellness needs. As specialists in the field, they offer unparalleled expertise and a commitment to championing consumer financial wellness and they are looking to recruit an experienced Insurance Industry Finance Manager to join their team.
Job Purpose:
The Finance Manager will have experience in financial management, accounting, and the financial/insurance sector. The role involves overseeing financial activities like budgeting, forecasting, reporting, and risk management. Its a leadership position demanding both technical know-how and strong leadership abilities.
Responsibilities:
• Oversee all aspects of the companys financial operations, including budgeting, forecasting, financial reporting, and cash flow management
• Develop and implement financial policies and procedures
• Prepare financial statements and reports in accordance with GAAP or IFRS
• Analyse financial data and provide insights to management to support strategic decision-making
• Manage and mentor a team of finance professionals
• Identify, assess, and mitigate financial risks
• Maintain strong relationships with external auditors and regulatory bodies
• Stay up to date on industry trends and best practices in financial management Additional Desired Skills:
• Experience with budgeting and forecasting within the insurance industry
• Knowledge of risk management principles and practices
• Strong understanding of regulatory requirements relevant to the financial and insurance industry
• Experience working in a fast-paced and dynamic environment Qualification and Experience:
• CA (SA) Qualified (Essential)
• Bachelor of Commerce (BCom) degree or equivalent qualification in a relevant field, such as Accounting or Finance
• Completion of articles with a recognised professional accounting body (SAICA, SAIPA, or equivalent) is highly desirable
• Minimum of 8 years experience in a financial management role, with at least 3 years of experience within the financial and insurance industry (Essential)
• Minimum of 5 years experience in a managerial role
• Proven track record of success in financial planning, analysis, and reporting
• Strong understanding of financial accounting principles, GAAP (Generally Accepted Accounting Principles), and IFRS (International Financial Reporting Standards)
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills, with the ability to build relationships and collaborate effectively with internal and external stakeholders
• Experience with financial modeling and forecasting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and accounting software (e.g., SAP, Sage)
• Strong leadershi...Job Reference #: 202657
24min
1
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Our Client is a leading provider of financial wellness solutions through its Right Track Financial Wellness Programme. With a team of experienced professionals dedicated to developing tailored solutions, they pride themselves on being the preferred partner for their clients financial wellness needs. As specialists in the field, they offer unparalleled expertise and a commitment to championing consumer financial wellness and they are looking to recruit an experienced Project Manager to join their team.
Job Purpose:
The Project Manager will be someone who is motivated and experienced who can handle complex projects from start to finish. The perfect candidate will have a history of leading well, communicating effectively, and being organised. The position will involve planning, carrying out, and keeping an eye on projects within budget and on time. Will also need to work well with different groups involved and make sure project outcomes meet high standards.
Responsibilities:
• Develop and manage project plans, timelines, budgets, and resources
• Identify and mitigate project risks and issues proactively
• Manage project scope, ensuring it aligns with project objectives and stakeholders expectations
• Lead and collaborate with cross-functional teams, including internal and external stakeholders
• Monitor project progress, track key metrics, and provide real-time updates
• Communicate effectively with stakeholders at all levels, ensuring clear and concise communication
• Manage project documentation and ensure adherence to all relevant policies and procedures
• Identify and implement process improvements to enhance project efficiency and effectiveness
• Conduct project post-mortems and identify lessons learned for future projects Qualification and Experience:
• Bachelors degree in business administration, Finance, or a related field (BCom preferred)
• Minimum of 5 years experience in project management, preferably within the Finance Insurance industry (Essential)
• Proven working experience within a Call Centre / BPO environment (Essential)
• Proven track record of successfully managing and delivering complex projects on time and within budget
• Strong understanding of project management methodologies (e.g., Agile, Waterfall)
• Excellent organisational, communication, and interpersonal skills
• Ability to prioritise tasks, manage multiple deadlines, and work effectively under pressure
• Proficient in project management tools (e.g., Microsoft Project, Asana, Jira)
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team Salary: R35,000 to R40,000 pm CTC, depending on the level of experience
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202656 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining di...Job Reference #: 202656
24min
1
Our client, a well known Wine Estate located in the Durbanville Wine Valley is recruiting for an experienced Accountant with a Hospitality / Restaurant background.
Job Purpose:
To manage the accounts department within the Restaurants Tasting Room by meeting and exceeding all accounting standards as set out by Accounts and by the Group Financial Manager. Be responsible to provide for the efficient service and day-to-day running of the Accounts department by implementing and maintaining systems and procedures. Assist the group finance manager in daily capturing, monthly recons and report composition as well as day to day accounting work in AR, AP and GL capturing journals. Knowledge on finance practices. Tax, Vat and excise knowledge
Requirements:
• Grade 12
• BCOM (or CIMA will be advantageous)
• 5 years proven working experience as a senior Bookkeeper or Accountant
• Strong excel skills
• Well versed in both English and Afrikaans Language (Verbal and Written)
• Proficient working experience with Accounting Systems, i.e Xero, Pastel (advantageous)
• Other systems: Lightspeed/Ikentoo, Marketman (advantageous)
• Hospitality / Restaurant experience/background preferred
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202596 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful and we encourage you to reapply. Please note that as a registered member of APSO, Surgo (PTY) Ltd. does not hold applicants accountable for any application fee.
Your CV will be kept on our database for us to contact you should any future vacancies become available. If you do not wish for us to keep your CV for any other positions, please email recruitment@surgo.co.za.Job Reference #: 202620
26min
1
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Our Client, an auditing and business advisory firm, aims to provide both corporate and individual clients with the advice, information and support they require to manage and grow their own businesses. In addition, they ensure compliance with the many laws that govern South African industry. They are recruiting for an experienced Tax Consultant to join their team
Job Purpose:
The successful candidate would be responsible for managing a diverse portfolio of clients (including individuals, corporate entities, and trusts). The candidate would be required to liaise directly with clients and is expected to be capable of working with limited supervision from senior management.
Responsibilities:
• Draft Tax Calculations and Income Tax returns Mainly for individuals and deceased estates, but at times it may be necessary to prepare tax returns for Trusts and Corporates
• Preparation and submission of provisional tax calculations for individuals, companies, and trusts
• Send requests to clients for information necessary for the completion of various tax returns
• Check Assessments
• Assistance with drafting and submission of objections where necessary (Income Tax, VAT, Employees Tax)
• Assistance with drafting of responses to SARS queries and SARS Audits
• Declarations of Ceasing to Be Resident
• Approval of International Transfer (AIT) Applications
• Dividends Tax returns
• Tax Directive Applications
• Account Maintenance for all tax types
• Attend SARS Appointments where required
• Deal with client queries and requests Skills or competencies:
• Ability to work under pressure
• Attention to detail
• Good communication and interpersonal skills
• Team player
• Strong analytical skills
• Strong administration skills
• Strong understanding of the overall Microsoft Office package
• Knowledge of Great Soft would be advantageous Qualification and Experience:
• A minimum of 3 - 5 years prior experience working within a similar role
• Solid knowledge of the Income Tax Act, the tax systems and practical experience in dealing with SARS is compulsory
• Experience working on E-Filing is compulsory
• It is essential that the candidate is able to communicate directly with clients in a professional and confident manner
• Candidate should be willing to teach and share knowledge with more junior colleagues
• Suitable qualifications would be favorable but are not compulsory Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202636 subject heading or email body.
Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your applicati...Job Reference #: 202636
27min
1
I am recruiting for an excellent salesmen !
Requirements
Direct sales experience only No telephonic salesNo call centre sales Face to face sales onlyGenerating own business leads is a mustFast pace sales environment Target driven salesPreferably experience in selling insurance Proven salesmen
The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers.
Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry
Salary Details
Fixed salary plus commission
Qualification
Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks
If you keen on this please send your CV to
james@abcworldwide.com
...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjk0MTE1NTAxP3NvdXJjZT1ndW10cmVl&jid=1497801&xid=1294115501
27min
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