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Portfolio Analyst

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Location:

Other, Cape Town

Advertised By:Agency

Job Type:Contract

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Fantastic opportunity to join a respected and talented investment services team in Cape Town. You’ll have a passion and good knowledge base of the unlisted investments space and portfolio analytics.Responsibilities:Support the portfolio management teamAnalyse exposure and risks on portfoliosUnlisted investments portfolio analyticsAssist with the construction of client portfolios and productsAnalysis and reporting and preparation of data as required, data analysis, analysis of report results and report submissions as well as client report back presentationsAssist with recalculation of statisticsRequirementsMinimum of CA(SA) or BBusSci / BCom Investments / BSc majors maths/ stats/ finance/ engineering or similarMinimum of 3- 5 years’ ideally in the unlisted investments spaceGood base of technical investment knowledge, ideally with quantitative ability i.e. performance and risk calculations etc.Ideally FAIS compliant or working towards itPassionate about financial markets, with a good base of understanding of unlisted investmentsAbility to work with large volumes of portfolio and market dataAbility to work well under pressureProactive and self-startingA good team player with excellent communication skillsStrong interpersonal skillsHighly analytical and numerate

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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

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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

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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

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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.

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Senior Bookkeeper Cape Town City Our Travel/Tourism Client in Cape Town City is looking for a Senior Bookkeeper with 5-7 years plus experience as a Senior Bookkeeper Min Requirements Matric and financial certificates or degree advantageous 5 ++ years plus Senior Bookkeeping experience Experience in Financial Reporting Experience with Forex deals and the Tourism VAT act for Debtors Experience with 0% exempts Invoices Some Payroll experience when needed Standard Bank Business Online advantageous OneDrive and Teams experience advantageous Experience in MS Office, MS Outlook, OneDrive/Teams, Advanced Excel, VIP Payroll, XERO, Dext & Sage Evolution Must be able to work under pressure and handle the high volumes. Information Gathering and Management EXCELLENT IN SYSTEMS SOFTWARE Precision and Accuracy Responsibilities Full Senior Bookkeeping to Balance Sheet & General ledger Management Cash Management – Cashbook capturing bank and credit card statements and reconciling cash books monthly Bank Reconciliation Maintaining Fixed Asset Register in Excel, including recording Assets and Depreciation Performing General Ledger and Balance sheet Reconciliations Maintaining and reconciling general ledger accounts, ensuring accurate recording of financial transactions, and resolving discrepancies Month-end recons and reconciling to General Ledger and maintaining supporting schedules Full balance sheet recons of control accounts and accrual schedules Financial Reporting & Budgeting and Forecasting - Assisting in the development of budgets and forecasts and monitoring actual performance against budgeted targets and providing variance analysis Accounts payable and receivable - Full function Accounts Payable & Accounts Receivable (Tourism Act and foreign currency) Managing & Recording Customer & Supplier Pre-Payments Processing Invoices for suppliers and customers Researching Invoice Discrepancies and invoice problems Calculating and apportioning annual rates increases for tenants Multi-currency debtors (USD and ZAR) Audit support - Assisting with internal and external audits Ensure all forex payments are followed up with the correct documents to the bank for processing and posting currency variances in the books Tax compliance - Preparing and submitting VAT returns, EMP201, EMP 501 and other statutory returns Vat audits and Monthly PAYE, SDL, UIF for payroll (small payroll) Assist in payroll when needed Apply online Frogg RecruitmentConsultant Name: Quinton Wright

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