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1
Recruiting a permanent Sales Manager from the life insurance industry for Pietermaritzburg - KZN, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that the...
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1d
1
Recruiting a permanent Sales Manager from the life insurance industry for the KZN - Pietermaritzburg Branch, the main objective will be to recruit, maintain and develop sales representatives and brokers and set targets. Applicants must have an RE5, RE1 and 1 year of management and oversight experience in categories A, B1, B2, C, B1-A, B2-A, and retail pension funds.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing plan
Implement and align a marketing plan with regional plan and submit to managementReview and update strategic plan on a regular basicCompile report on progress made on strategic planCommunicate strategic plan to sales representatives
Perform recruitment and selection process for sales representative
Advertise and market representative positions through presentationsSelect applicants in accordance with FSCA requirements implementation of assessment selection battery
Conduct training to sales representative
Facilitate the pre-course and post-course trainingResponsible for on-the-job assessment of representatives
Conduct coaching process
Give technical support and motivation to representativesCoach representatives on improving their selling skillsProvide recognition through performance management system
Conduct training to brokers
Ensure brokers equipped with sufficient office documentation e.g., application formsHandle administration queries on behalf of dedicated brokersCheck business methods of brokers and advise accordinglyUpdate brokers on company products and services regularlyEnsure computer software for brokers are up to date in respect of company products and servicesBuild professional business relationships with brokers
Identity and develop new and current markets
Identify, penetrate, and develop new marketsNegotiate stop order marketsMaintain contacts with key decision makers and insurance industry resources (new and existing)Retain and increase market share in existing marketsManage the business retentionConduct products presentations in the market
Maintain production targets and retain business
Ensure and monitor set production targetsMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI monthlyMentor and train supervisee to ensure that they have a proper understanding of productshttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNDM5NzQwMjQ5P3NvdXJjZT1ndW10cmVl&jid=1510183&xid=1439740249
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1d
1
Pietermaritzburg - To ensure accurate costing of arc Dept, repair orders, motor plan and standards and Procedures indicated Minimum Job ReequipmentsSenior Certificate Grade 12 with MathsComputer Literacy (Office suite)Drivers LicenceKerridgeResponsible for all general CostingCarry out various administrative task as required in the standard operating procedureIdentify and highlight to management risks associated with the functionPerform duties in a professional manner, according to company policies and procedures, applicable laws legislationBuild and maintain relationships with customers, insurances companies and assessorsAchieve targets set for the function, prepare required reports as required by managementAdhere to all responsible instruction issued to you by your superiorsAssist with AD Hoc duties as and when instructed to do so General Administrative Cost repair order and process suppliers’ invoices and estimatesAttend Weekly Arc Meetings Cost repair order and process supplies invoices and estimatesAttend weekly Ar meetings
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ5MjA1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1186391&xid=1266_49205
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2y
1
A firm of Accountants in Pietermaritzburg is requiring an Article Clerk.
Must have a B Com Degee with Auditing as a subject.
Knowledge of Pastel
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzQ1NzY4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1234262&xid=1555_45768
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2y
1
A firm of Accountants in Pietermaritzburg is requiring an Article Clerk.
Must have a B Com Degee with Auditing as a subject.
Knowledge of Pastel
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM2ODI5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1231231&xid=1555_36829
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2y
A Fast-growing Franchise company is looking for a Debtors clerk
based in Pietermaritzburg,
To Maintain all customer records and movement on IQ Retail /
Pastel accounting system.
Keep customer records updated on a daily basis.
Accept all incoming calls from clients and attend to
queries.
Phoning clients regarding payments and outstanding accounts.
Reconciliation of accounts.
Responding to client queries.
Other admin function in debtors.
Manage customers and debtors.
Manage customer complaints and queries daily.
Manage and produce monthly customer invoices and statements.
Daily follow ups on overdue debtors’ balances.
Provide monthly updates on debtor’s balances.
Minimum grade 12 qualification is required for this position.
3 - 5 years of experience in debtors and debt collection.
Pastel accounting experience is essential. IQ Retail
experience will be an advantage.
Ability to work independently and manage multiple debtors accounts.
Ability to work without supervision.
Effective verbal and written communication skills.
Ability to communicate effectively.
Computer skills, including the ability to use computerized
accounting and spreadsheet.
Time management skills
Ability to work under pressure and manage difficult
conversations with debtors.
Own vehicle will be advantageous
Punctual and professional person with sober Habits.
Ability to start immediately.
Market related Salary
Please send CV to admin@thesoftgroup.co.za
11d
1
SAICA TRAINEE
ACCOUNTANT
We are looking for either 3 or 5 year
trainee accountants who would like to serve their SAICA training contracts.
MINIMUM REQUIREMENTS:
Matric and
Registered for a B Comm or SAICA accredited degree or bridging programme
or
Completed B Comm or SAICA accredited degree
Valid work permit if not RSA citizen
Remuneration will be market related and dependent on academic level and
experience.
Please reply to this advertisement
by uploading your CV along with your academic record for consideration.
If you do not receive a reply, you
can assume that your application has been unsuccessful.
16d
1
We're looking for a candidate to fill this position in an exciting company.Key Responsibilities: Checking correctness of capturing of new team members application onto the People and Jarrison Systems after ensuring receipt of all required documentation.Checking correctness capturing of movements relating to team members on the People system, including transfers and changes in bank and other team member details, ensuring movements correspond on Jarrison.Check electronic and manual team member files and ensure that they are complete and correlate.Checking that transfers are processed as per approved instructions received on the People and Jarrison SystemsChecking termination of team members off the People and Jarrison Systems, ensuring all required documents are received and uploaded and required paperwork completed and sent and termination packs created.Ensure that data is processed correctly and timeously as per the prescribed SLA of 24hr rule.Submitting and Assisting with AOD's and UIF documentation as requiredException reporting and review.Leave Reports for Analytical ReportingGarnishee/ Maintenance, Keshi and Union processing and maintainingProcess Administration - Tracking pending ESS Workflows (Transfers and Leave) and following up with HR and escalate where necessaryBi Annual and Year End Reporting and Data clean up (i.e. IRP 5 submissions, BBBEE Reporting and Audits)Assist Supervisor with process flow roll out and trainingStand in for Supervisor and or Payroll Administrator when requiredAssist with Training interventions as and when requiredGeneral admin duties and reporting as required.Project work from time to time?Minimum Requirements: ?Computer literate1 - 3 years in Payroll EnvironmentAdvantageous Diploma or Degree in a related fieldSkills and competencies: Demonstrates a high level of integrity, trustworthiness & reliability.Excellent problem-solving ability.Demonstrate strong attention to detail.Good communication and interpersonal skills.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18zMTdfMjAyNTUzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1225749&xid=317_202553
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2y
1
Pietermaritzburg - Our manufacturing client seeks a Creditors Clerk with at least 5years relevant experience with Syspro and Excel knowledge.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzM4NzU0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1124692&xid=1266_38754
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2y
1
Financial Manager - Car DealershipOur client is looking for a Financial Manager to join their car dealership based in Pietermaritzburg. The ideal candidate:Must have completed their articles Must have experience as a Financial Manager in the vehicle industryA degree in finance Must have strong communication skills, a commitment to customer satisfaction, and the innate ability to build rapport with customersMS Office knowledge and computer software proficiency needed Please apply directly online www.pronel.co.za if you meet the above requirements. Please note, due to a very high influx of CVs, our consultants cannot reply to all applicants; because of this we will ONLY contact candidates who are deemed suitable. If you do not hear back from a consultant within 5 to 10 working days of your application, please consider yourself unsuccessful this time around.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ0NzA3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1164745&xid=1266_44707
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2y
1
We are looking for an experienced Junior Sales Manager to contribute to our company’s sales objectives. Your responsibilities include supervising the sales team (two members) and building long-term client relationships. As a Junior Sales Manager, you should use your creativity and thorough knowledge of sales processes to provide innovative ideas for business growth. Communication and team management skills are also essential for this position. Ultimately, you should aspire to develop and maintain successful relationships with large clients. This is NOT a desk job. The candidtate will be expected to be out and about driving sales. About 70% of the time will be spent doing outdoor prospecting and 30% in the office compiling performance reports and training sales team members.
*Sales Activities:*
* Visiting clients in all centres with local sales teams to familiarize oneself with the client base and their activities regarding the Company.
* Increase the number of clients within the assigned customer audience
* Relevant diploma or degree in Sales, Marketing etc
* Minimum 3 years sales experience which includes finding and nurturing leads, and converting them into customers
* Supervisory/Leadership experience is not mandatory but would be highly advantageous
* Knowledge of accounting and tax services is not mandatory but would be highly advantageous
* Strong computer literacy (Word, Excel, Power-point) is mandatory
* Drivers license is mandatory since the candidate will be utilizing a company vehicle
* Ability to work under pressure and navigate tense situations.
* Remuneration: R7 500 per month and a company car and company phone.
* Relevant diploma or degree in Sales, Marketing etc
* Minimum 3 years sales experience which includes finding and nurturing leads, and converting them into customers
* Supervisory/Leadership experience is not mandatory but would be highly advantageous
* Knowledge of accounting and tax services is not mandatory but would be highly advantageous
* Strong computer literacy (Word, Excel, Power-point) is mandatory
* Drivers license is mandatory since the candidate will be utilizing a company vehicle
* Ability to work under pressure and navigate tense situations.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI4NzMwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198093&xid=1555_28730
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2y
1
*NEW EMPLOYMENT AVAILABLE*
*Title: Admin Supervisor / Branch Administrator *
*Area: Pietermaritzburg*
*Industry: Material Handling Industry*
*Ref No.:* TRG 1638
*Salary:* Market related TCTC available
*Start Date:* ASAP
* We will ONLY consider CV’s that have been emailed to; therecruitmentguy @ outlook .com
* (Use Ref #1638)
An opportunity for an experienced *ADMIN SUPERVISOR / BRANCH ADMINISTRATOR (with Debtors & Creditors) *is required for permanent employment based in *Pietermaritzburg.*
* Ensuring the accurate and timely submission of supplier recons for payment
* Facilitate the resolving of supplier disputes and queries
* Building and maintaining good relations with suppliers
* Driving debtors’ collections to meet required branch targets
* Facilitate the resolving of customer disputes and queries
* Collaborating with sales departments to drive the collections from customers
* Minimize the provision for bad debts and bad debts written off in the branch
*KEY RESPONSIBILITIES:*
*ADMINISTRATION:*
* Overall responsibility to facilitate and manage all aspects of the branch financial administration function, e.g.:
* Debtors / receivables
* Creditors / payables
* Purchase control / nominal ledger control
* Set goals and deadlines for and monitor performance to target of the branch in respect of financial controls.
* Collect and analyse data to detect deficient controls, duplicated effort, extravagance, fraud or non-compliance with laws, management policies or good corporate governance.
* Analyse internal processes and recommend and implement procedural or policy changes to improve operations
* Submit timeously an accurate revision and combination of operational budgets and submission thereof to General Manager for presentation to board of directors.
* Ensure branch compliance to statutory regulations pertaining to good corporate governance in branch
* Overall responsibility to ensure quality of financial administration functions – ensure sound financial management of branch operations in line with budgets and company strategic objectives
* Preparation and presentation of weekly, monthly and quarterly + ad hoc reports
* Plan, direct, and coordinate activities – e.g. set goals and deadlines for and monitor performance to target of the administrator and controllers; overall responsibility to manage staff (bi-annual performance appraisals per staff member, payroll information to be compiled and submitted timeously, monthly departmental meetings, managing leave and absenteeism)
*CREDITORS CONTROLLING:*
* Accurate and timely preparation and submission of supplier recons for payment, ensuring that payments to suppliers are verified and collaborated against orders in the system, and the reconciliation between the balance per the system and the statement is correct
* Resolving supplier queries and disputes by communicating with suppliers regularly
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzE2OTIyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1171081&xid=1555_16922
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2y
1
RedCat Recruitment is urgently seeking a JUNIOR CREDITORS CLERK for a well-established concern, position based in Pietermaritzburg, KwaZulu-Natal. JOB DESCRIPTIONGrade 12.Valid driver’s license / own reliable vehicle (preferably).Person must be able to speak / read / write English competently.Strong computer skills (MS Office, Email / Internet). Working experience on accounting packages an added advantage.Previous working experience in the finance department (specifically creditors).Capture creditors invoices.Reconcile creditors accounts.Adhoc duties. Salary package offered: - R6 000-00 – R7 500-00 per month (depending on previous experience)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQyMTUwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1152398&xid=1266_42150
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2y
1
*Reference: NFU007435-KCr-1*
A listed large player with a global reach is in search of a qualified Group Finance Manager in Pietermaritzburg.
*Job & Company Description:*
Group Financial Manager is to take responsibility for the Group financial accounting policies and procedures as well as the accuracy, timeliness and integrity of consolidated financial records, reports and statements.
Additionally, providing all JSE and statutory financial reporting. Play an active role in working with the Financial Managers to support the subsidiaries needs driven best in class accounting practices. Delivers and is responsible for the finance control framework across the business including compliance and training.
*Education:*
* CA(SA) (Not negotiable)
*Job Experience & Skills Required:*
* A minimum of 5 years post article experience in a commercial Senior role from listed JSE Companies
* Affiliation with strong Audit partners
* Oracle experience
* Consolidations exposure on a scale of 10 billion rands or more
*Apply now! *
For more finance jobs, please visit (www.networkrecruitment.co.za)(http://www.networkrecruitment.co.za/)
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information contact:
Kimberley Craig
Specialist Consultant: CA(SA) and General Finance
(KCraig@networkfinance.co.za)(mailto:KCraig@networkfinance.co.za)
R 1 200 000 - 1 500 000 Annually
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzkxNTlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137503&xid=1555_9159
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2y
WILDTRUST -
Y.E.S. PROGRAMME VACANCIES
The WILDTRUST is
participating in the Youth Employment Services (YES) programme funded by
NEDBANK and is aimed at reducing Youth unemployment levels. The YES programme
provides a one-year work-based
job training experience aimed at affording unemployed youth practical and
meaningful work opportunities.
If you were employed previously on a YES programme you will not be
considered for this vacancy. The WILDTRUST invites applications from
unemployed youth, graduates and scholars who are between the ages of 18 and 27
years to apply for the following vacancies:
FINANCE & ADMIN INTERN
Preference will be given to previously disadvantaged individuals. Late
applications will be disregarded. The WILDTRUST
reserves the right to vary the requirements and not to fill these posts.
Correspondence will be limited to short-listed candidates only. If you have not
been contacted within 3 weeks after the closing date, please consider your
application as unsuccessful.
Number
of Available post’s and Vacancy title:
3
X Finance & Admin Intern
Posts
based at:
Pietermaritzburg (KZN) – must have own transport
Salary
and Contract Duration
R4
781.00 per month – 12-month contract
Requirements:
Between 18 and 27 years of age
SARS income tax number and valid email address
Currently unemployed
Minimum
Qualifications Required:
Matric. Relevant 3-year diploma/degree
Key
Performance Area’s
Finance
and Admin experience
Computer
literacy with good English and written skills.
Excellent
organisational skills
Excellent
analytical & reconciliation skills
Accurate
and timeous data capturing
Ability
to work under pressure & meet deadlines
Must
have own transport.
General
assistance to the Finance and Admin team
Send a 3-page Curriculum Vitae (CV) with a motivation letter to:
Finance@wildtrust.co.za
Please state Vacancy title in subject of the email
Closing date for applications:
08 March 2024
1mo
WILDTRUST -
Y.E.S. PROGRAMME VACANCIES
The WILDTRUST is
participating in the Youth Employment Services (YES) programme funded by
NEDBANK and is aimed at reducing Youth unemployment levels. The YES programme
provides a one-year work-based
job training experience aimed at affording unemployed youth practical and
meaningful work opportunities.
If you were employed previously on a YES programme you will not be
considered for this vacancy. The WILDTRUST invites applications from
unemployed youth, graduates and scholars who are between the ages of 18 and 27
years to apply for the following vacancies:
PROCUREMENT & ADMIN INTERN
Preference will be given to previously disadvantaged individuals. Late
applications will be disregarded. The WILDTRUST
reserves the right to vary the requirements and not to fill these posts.
Correspondence will be limited to short-listed candidates only. If you have not
been contacted within 3 weeks after the closing date, please consider your
application as unsuccessful.
Number
of Available post’s and Vacancy title:
1
X Procurement & Admin Intern
Posts
based at:
Pietermaritzburg (KZN) – must have own transport
Salary
and Contract Duration
R4
781.00 per month – 12-month contract
Requirements:
Between 18 and 27 years of age
SARS income tax number and valid email address
Currently unemployed
Minimum
Qualifications Required:
Matric. Relevant 3-year diploma/degree
Key
Performance Area’s
Knowledge
of Assets and Procurement procedures
Computer
literacy with good English spoken and written skills.
Excellent
organisational skills
Excellent
analytical & reconciliation skills
Accurate
and timeous data capturing
Ability
to work under pressure & meet deadlines
Must
have own transport.
General
assistance to the Finance and Admin team
Send a 3-page Curriculum Vitae (CV) with a motivation letter to:
Finance@wildtrust.co.za
Please state Vacancy title in subject of the email
Closing date for applications:
08 March 2024
1mo
n office is seeking an individual that has pastel experience. They must have done accounting and maths at school and achieved good results upon completion of matric. Please e- mail 2 page CV , copy of ID and a copy of matric certificate to officedep5966@gmail.com.
1mo
1
*Reference: NFU007435-KCr-1*
A listed large player with a global reach is in search of a qualified Group Finance Manager in Pietermaritzburg.
*Job & Company Description:*
Group Financial Manager is to take responsibility for the Group financial accounting policies and procedures as well as the accuracy, timeliness and integrity of consolidated financial records, reports and statements.
Additionally, providing all JSE and statutory financial reporting. Play an active role in working with the Financial Managers to support the subsidiaries needs driven best in class accounting practices. Delivers and is responsible for the finance control framework across the business including compliance and training.
*Education:*
* CA(SA) (Not negotiable)
*Job Experience & Skills Required:*
* A minimum of 5 years post article experience in a commercial Senior role from listed JSE Companies
* Affiliation with strong Audit partners
* Oracle experience
* Consolidations exposure on a scale of 10 billion rands or more
*Apply now! *
For more finance jobs, please visit (www.networkrecruitment.co.za)(http://www.networkrecruitment.co.za/)
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information contact:
Kimberley Craig
Specialist Consultant: CA(SA) and General Finance
(KCraig@networkfinance.co.za)(mailto:KCraig@networkfinance.co.za)
R 1 200 000 - 1 500 000 Annually
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzkxNTlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1137503&xid=1555_9159
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2y
We require an entry-level Para-Planner intern or Client Service Administrator to join the team.During the first phase of employment the Para-planning Intern (PPI) will serve as a Client Service Administrator (CSA). In this role the CSA assists the financial planners and wealth managers with investment administration and execution of client instructions. The CSA is instrumental in servicing the client base of the financial services provider. It is a direct client service role which requires extensive computer skills (especially Outlook, Excel, Internet), written and verbal communication skills with an excellent telephone manner.The duties of the CSA are broad. They include:? Execution of client instructions? Record keeping & filing (hard and soft copy)? Client and asset manager liaison? Preparation of meeting packs? Quarterly statementsOnce the company deems the
candidate to be ready, he/she may be promoted to a para-planning
training role. A para-planner is a financial planner (FP) who
either:? Has yet to build up enough experience to serve as a fully fledged FP, or? A qualified FP who functions in a supporting role to another planner.In
the role as PP the candidate will work directly under the companys
directors, who are skilled professional Financial Planners. The PP will
assist the FP to service his/her clients. This role requires an attention to
detail, diligence, problem solving, detailed theoretical knowledge, understanding of financial planning, research skills, etc. PPs must be well versed in financial planning practices and theory.
7h
Pietermaritzburg
based Chartered Accounting firm looking for accounting and bookkeepers.relevant experience is required.
You are
invited to send through your CVs (via the upload functionality). please include your academic results to date.
Should
you not receive any response in 2 weeks kindly consider your application
unsuccessful.
2mo
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