Back to search (Western Cape > Cape Town > Jobs > Accounting & Finance Jobs> ad 1078233421)

Financial Advisors

1 Photo(s)

2 years ago2120 views

Report Ad

General Details

Location:

Other, Cape Town

Advertised By:Agency

Job Type:Contract

Description

ANational Corporate Financial Services Provider is recruiting experienced Fin.Advisors in the Western Cape to market a unique Product offering to GovtEmployees. This is a first in the market which research shows that 75% of GovtEmployees need. Shouldyou have the following Criteria , we want to hear from You, 1.Experience in the Industry with no Criminal Record.2.Be FAIS Complaint preferably - based on Date of First Appointment.3.Have a passion to grow and develop a Professional Career in Financial Services4.Preferably have your own Transport.5.Be willing to present at all Govt Departments.6.Be someone that is Goals orientated to achieve Ifthis is YOU , please email a CV to wcnewbus@rgsg.online

https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ3NzA5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178969&xid=1266_47709

Id Subtitle 1078233421

WhatJobs

Selling for 2+ years

Total Ads25.57K

Active Ads25.57K

Professional Seller

Seller stats

25.57KTotal Ads

106.05MTotal Views

View seller profile

Contact WhatJobs

Message

(4028)

Name

(Optional)

Email Address

(Optional)

Phone

(Required)

Upload CV(Optional)

Choose file

DOC or PDF only max 2 MB file size

Send Message

By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.

Save

SENIOR ACCOUNTANT REQUIRED We are a Professional Accountants Firm and SAIPA member with the South Africa Institute of Professional Accounts (SAIPA) and are looking for a Senior Accountant, pursuing a career as a Professional Accountant. We help our clients stay ahead of changes that impact their businesses, navigating complexity and risk. We deliver deep tax technical advice, people and legal expertise while providing the critical context to make informed and compliant decisions. Continuous professional development ensures that our team acquires and maintains a high level of technical expertise and meets recent requirements as dictated by our professional and regulatory body, SAIPA. Our team forms a leading market-focused business, providing corporate accounting services; focusing on helping clients remain compliant and providing insights to their operations. Our efforts in serving our clients are supported by an efficient infrastructure that includes up-to-date computer technology and equipment, helping to aim toward a completely paperless environment. Join our firm to develop your accounting skills as a Senior Accountant and create an excellent career opportunity for yourself. DUTIES AND RESPONSIBILITIES: · Processing of Accounting Data · Setup of Financial Statements for Individuals, Companies, Trusts and Closed Corporations · Tax affairs and planning for clients · General Ledger Reconciliations · Cash Flow Forecast Planning · Maintaining Fixed Asset Register · Payroll Administration with reference to salaries and wages · Preparation of VAT, PAYE and Provisional Tax · Registration of entities other statutory registrations REQUIREMENTS: · B.Com and Articles with references (SAIPA member in practise will be to your advantage) · Must be able to meet deadlines and deliver a continuous professional service · Excellent attention to detail · Excellent communication skills – both verbal and written · Must have the knowledge to work independently and under pressure · Only applicants in possession of a valid SA ID-document and who meets the stipulated criteria need apply SOFTWARE REQUIREMENTS: · Sage Pastel 50, Pastel Payroll and Sage One knowledge · Caseware and Taxware knowledge (Caseware Cloud and CloudTax) · E-filing knowledge · Computer literate including Outlook, Word and Excel (Office 365) PACKAGE AND REMUNERATION: Market Related

Invalid date

Save

Job Advertisement: Debtors Clerk Position: Debtors Clerk Location: Cape Tow – Airport Industria Responsibilities: Accounts Receivable Management: Efficiently manage the accounts receivable function, including invoicing, issuing statements, and following up on overdue accounts.Reconciliation: Perform regular reconciliation of accounts to ensure accuracy and resolve any discrepancies in a timely manner.Payment Processing: Process incoming payments accurately and allocate them to the appropriate customer accounts.Customer Communication: Maintain professional communication with customers regarding their accounts, responding promptly to inquiries and resolving any issues or disputes.Debt Collection: Implement effective debt collection procedures to minimize overdue accounts and reduce bad debt risk.Reporting: Prepare and distribute regular reports on accounts receivable status, aging analysis, and collections activity to management.System Management: Utilize accounting software such as Pastel Partner, Sage One, and Sage Payroll to manage debtor records and financial transactions accurately.B2B Portals: Familiarity with B2B portals and ability to navigate and manage transactions within these platforms efficiently. Documentation: Maintain comprehensive and organized records of all debtor-related transactions, correspondence, and documentation.Collaboration: Collaborate with other departments, such as sales and customer service, to ensure alignment and effective resolution of customer issues.Administration: Basic administration functions, including filing, answering of telephone Requirements: Experience: Proven experience working in a similar role, preferably within the food or manufacturing industry.Skills: Proficiency in accounting software such as Pastel Partner, Sage One, and Sage Payroll is essential.Communication: Excellent verbal and written communication skills, with the ability to interact professionally with customers and colleagues.Organization: Strong organizational skills with a keen attention to detail and accuracy in financial data management.Problem-Solving: Ability to identify issues and implement solutions effectively, demonstrating initiative and resourcefulness.B2B Portal Familiarity: Experience with B2B portals and understanding of their functionalities is advantageous.Email CV's – creditors@theallergyfreekitchen.co.za

Invalid date

Save

Job descriptionRole DescriptionThis is a full-time Financial Advisor role at Sanlam located in Bellville as part of a Sanlam Bluestar Franchise. As a Financial Advisor, you will be responsible for providing financial planning, estate planning, retirement planning, and investment advice to clients. Your day-to-day tasks will include conducting financial assessments, providing recommendations, and guiding clients in making sound financial decisions.What will you doThe aim of this position is to offer both new and current clients tailored financial advice, planning, and product sales that align with their needs. It involves acquiring sustainable business of excellent quality, meeting set business targets. Additionally, the role entails nurturing long-term relationships with clients to foster brand loyalty, facilitate ongoing advice, and generate sales. All activities are to be conducted ethically and compliantly, contributing to the growth and maintenance of the Sanlam Group business and brandWhat we offerAssistance to help you grow your practice.Appointments can be setLeads can be providedBack-office supportTechnology support to assist with laptopAfter sales support to all clientsCommission-based structure with unlimited earning potentialPaid training allowanceLucrative vesting incentives/bonuses for 24 monthsExcellent support structureGreat continuous training and bursaries for studies in financial planningVarious rewards and recognition for outstanding performanceWe require you toEstablish and maintain a client baseAchieve sales targetsProvide professional advice to clientsHelp build a professional practiceTo excel in this position, success hinges on several key factors:Contributing to the expansion of the Sanlam Bluestar Business.Demonstrating dedication to the marketing plans and targets outlined in the distribution strategy for business growth and development.Utilizing knowledge of market segmentation and customer profiles to bolster sales and foster growth within the designated market.Must Have Matric certificate and previous industry experienceFinancial Planning and Financial Advisory skillsStrong analytical and problem-solving abilitiesExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsCertifications or licenses in financial planning or related fields are a plusRE Certificate (depending on your DOFA)120 Credits on NQF Level 5 (depending on your DOFA)Clean criminal and credit scoresDrivers licence and own vehicleTurnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Invalid date

Gumtree Safety Tips

1.Meet in a public space to see the item and exchange money.

2.Never send your item before receiving the money.

3.Never send or wire money to sellers or buyers.

Looking to Sell?

Whether you are selling your car, old cell phone or laptop, learn how much your item could be worth with our Gumtree Pricing Guide.