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CategoryAccounting & Finance Jobs
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Results for Accounting & Finance Jobs in Goodwood in Goodwood

Contract accountant

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Goodwood based company require an individual for a 2 month contract with: Bcom or equivalentMin 5 years experienceGood knowledge and experience with Xero accounting softwareBooks up to Trial balanceReconciliation of bank accountsManagement accountsSalary: R25000.00 per monthemail cv to russell@kli-recruitment.co.za

Goodwood

Assistant to Bookkeeper

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We require the services of an experienced person to assist our Bookkeeper.We are based in Epping, Cape Town and are looking for a suitable candidate that resides in the surrounding suburbs.Please do not apply if you cannot provide a full, detailed list of contactable references.

1mo

Goodwood

Ads in other locations

Office Cleaner - Temp

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We are looking for a Temporary Office Cleaner (6 months contract). Your matric and at least 2 years of experience in a similar role will enable you to do the following:Empty and wash out bins in all roomsTidy and dust appropriate areasTidy and dust officesVacuum carpetsSweep and wash/mop any floor tiles, marble or hearthsClean toilets, staff toilets and handbasins as requiredWipe around surface in kitchenWash all dishes including staff TupperwareAssist with cleaning of dishes and office areas after company functionsDamp dust where appropriateKeep a check on cleaning materials and re-order via the Receptionist & Front Office ManagerPhysical duties during cleaning of kitchen, bathrooms and office areas including carrying of milk, coffee and water bottles, climbing of stairs, using a ladder, using a vacuum cleaner, using a mop, etc, when cleaning inside windows, stairs, floors, walls, cabinets, lights, etc.Undertake any other duties as may be required from time to timeIt is important to take notice that you have to be friendly and well-spoken and be able to start immediately. https://www.jobplacements.com/Jobs/O/OFFICE-CLEANER-TEMP-1245650-Job-Search-12-9-2025-7-47-50-AM.asp?sid=gumtree

Job Placements

Bellville

Outbound Sales Call Centre - Medical Insurance

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Our client is a leading national consultancy, has a vacancy for a Health Consultant selling Medical Scheme, Health Insurance and Gap Cover products to (qualified) leads through the process of giving financial advice. (Start date January 2026)We seek candidates who not only possess the necessary outbound call centre sales skills and experience but also resonate with our commitment to exceptional service but also share our commitment to enabling all South Africans to access and retain appropriate medical cover while saving them money.GENERAL REQUIREMENTSReliable and punctual, with excellent time managementProfessional demeanorOwn transportBe in good healthKEY FUNCTIONSEngage Telephonically and electronicallyNeeds analysis discussion and comparative quote preparationGive the best advice – recommend product that will meet the need of the client and protect the client against identified risksConversion of leads to Health ContractsOnline & telephonic capturing of saleFollow up sale with product house up to activationEmail relevant FAIS communication with clients up to confirmation of activated coverAdhere to all compliance standards and FAIS requirementsQUALIFICATIONS REQUIREDNational Senior Certificate (Grade 12)CMS accredited (not compulsory by advantageous)RE5 Certificate (not compulsory by advantageous)DOFA record from FSCA (not compulsory by advantageous)Inseta record with additional qualifications relevant to financial services industry (Wealth Management NQF level 5 advantageous)EXPERIENCE REQUIREDPrevious experience in Direct Marketing and Sales environmentMedical scheme advice and/or service experienceFinancial and Health Insurance experience (advantageous)Regulatory knowledge and compliance with FAIS and FICA legislation (advantageous)We want people who:Are passionate about helping others access meaningful health coverEmbrace our values of respect, integrity, and transparencyDemonstrate a collaborative approach and a positive, inclusive mindsetWant to grow within an organisation that invests in its peopleAre ready to challenge outdated models and drive positive change in the health marketIf you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all infor https://www.jobplacements.com/Jobs/O/Outbound-Sales-Call-Centre-Medical-Insurance-1243024-Job-Search-11-28-2025-02-00-14-AM.asp?sid=gumtree

16h

Job Placements

Durbanville

An Accountant

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ACCOUNTANTDurbanvilleOur client, an accounting, tax, and business consulting firm based in Durbanville has an exciting opportunity for a suitably qualified Accountant to join their team. KEY PERFORMANCE AREAS: The Bookkeeper will be responsible to perform the full bookkeeping function of work for a portfolio of clients. This will include, but is not limited to:Full Accounting function up to TBPreparation of summaries and details needed for financial statementsPreparation of summaries and details needed for provisional or annual tax returnsPreparation and submission of statutory returns (VAT, PAYE)Draft of financial statementsPERSONALITY REQUIREMENTS:Ability to deliver to strict deadlines and work efficientlyAnalytical;Highly organized and the ability to advise on improvement of systems and processes where applicable;Delivering work which is accurate and complete;High level of attention to detail;Trust-worthy;Ability to work independently and without supervision in respect of accounting matters but can function well within a broader team and client teams.QUALIFICATIONS & SKILLS REQUIRED:Post matric qualification in Accounting will be preferredVerifiable experience in the followingIntermediate level of experience in Microsoft Office experience, specifically ExcelPastelSARS Efiling – preparation of EMP201, EMP501, VAT 201, company tax returns (advantageous)Fluency to use various internet-based communication tools e.g., Microsoft TeamsFluent in Afrikaans and EnglishEXPERIENCE:Experience within Strict dead-line driven environment ORAt least 5 years’ senior experience within bookkeeping / accounting practice OR5 years’ senior experience within financial department of a medium size organizationTO APPLY:If you would like to apply or receive more information about this position, please: https://www.executiveplacements.com/Jobs/A/Accountant-1241201-Job-Search-11-21-2025-02-00-14-AM.asp?sid=gumtree

16h

Executive Placements

Durbanville

QA Compliance Clerk

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A leading manufacturing environment is seeking a detail-driven QA Compliance Clerk to support key quality activities, including change control management, equipment calibrations and GMP/QMS compliance. This role is ideal for someone who thrives in a regulated environment, enjoys problem-solving, and is confident working across multiple departments.Key ResponsibilitiesCoordinate and manage Change Controls, ensuring proper documentation, impact assessment and approval.Track progress of change control activities and ensure timely implementation and closure.Facilitate cross-functional communication between QA, R&D, Production and supporting departments.Monitor and report on change status to ensure compliance.Assist in coordinating equipment and utility calibrations and maintenance.Conduct internal and supplier audits in line with GMP and ISO requirements.Perform GMP walkabouts to identify compliance gaps and improvement areas.Support investigations, corrective actions and root cause analysis.Conduct GMP training and onboarding for new employees.Support validation activities, including protocol execution, cleaning validation and reporting.CompetenciesStrong written and verbal communication skills.Ability to manage multiple tasks under pressure.Assertiveness and the confidence to drive timelines and outcomes.Accountability, ownership and dependable work ethic.Critical thinking and strong attention to detail.Ability to collaborate and work effectively across departments.https://www.jobplacements.com/Jobs/Q/QA-Compliance-Clerk-1242381-Job-Search-11-26-2025-02-00-15-AM.asp?sid=gumtree

16h

Job Placements

Parow

Tax Analyst - Investment Administration (CH1188)

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Our client is a well-established South African boutique investment administration service provider, founded and led by its original members. They specialise in servicing institutional investors, both local and international, and currently administer assets totaling approximately R2 trillion.We are recruiting a Tax Analyst to join this dynamic team. This role offers exposure to a wide range of institutional tax matters and the opportunity to develop expertise in tax reporting, financial instruments, and compliance within the investment administration industry.Qualifications and ExperienceA BCom degree (or higher) or equivalent qualification.5-6 Years Relevant working experienceGood working knowledge of taxation, particularly Capital Gains Tax.Familiarity with a range of financial instruments.Previous experience in an investment administration environment is advantageous, but not a strict requirement.Key ResponsibilitiesIn this role, you will progressively build skills and take responsibility for:Preparing and reviewing tax reports for institutional clients.Reviewing and analysing Capital Gains Tax (CGT), Section 24J, and Section 24I reports and calculations.Investigating and resolving variances between accounting income and taxable income.Ensuring adherence to established procedures and controls in tax deliverables.Accurately updating and maintaining tax-related data within the tax system.Testing and verifying the accuracy of tax figures.Liaising with clients and auditors to resolve tax-related queries.Participating in client meetings as needed.Contributing to process improvement and efficiency initiatives within the tax team.Assisting with ad hoc requests and special projects.Continuously developing knowledge of relevant tax regulations and financial instruments.Required CompetenciesStrong interpersonal and communication skills (verbal and written in English).Excellent numerical and analytical ability.Ability to meet tight deadlines and perform well under pressure.High attention to detail and accuracy.Ability to work independently and take initiative.Well-organised with the ability to prioritise and manage multiple tasks.Confident, assertive, and self-assured personality.Demonstrates a professional drive and eagerness to grow.Flexible approach to working hours, when needed.GeneralWe are committed to fair and inclusive hiring. All suitably qualified applicants are welcome to apply.Preference may be given in line with our client’s Employment Equity plan and applicable legislation.Applicants must have the legal right to work in South Africa https://www.executiveplacements.com/Jobs/T/Tax-Analyst-Investment-Administration-CH1188-1240421-Job-Search-11-19-2025-02-00-15-AM.asp?sid=gumtree

16h

Executive Placements

Bellville

Senior Bookkeeper

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SENIOR BOOKKEEPERBellvilleOur client, a business process outsource specialist, assists small start-ups to large multi-nationals to expand and invest seamlessly across international borders, by providing business critical administrative and compliance support.They have a vacancy for a SENIOR BOOKKEEPER to be based at their office in Bellville.RESPONSIBILITIES:To document financial transactions in the General Ledger system;Accounts payable (i.e. processing invoices, payments and reconciliation of accounts, maintain accounts payable age analysis, etc.);Maintain Cashflow forecasts and reports;Balance sheet reconciliations;Assist with monthly management accounts;Assist with audit related queries;Petty cash reconciliation;Accounts payable journals and accruals;Online payments;Distribution of supplier invoices for authorisation;Reconciliation of corporate staff account cards;To maintain financial security by following internal controls;Maintenance of internal systems and client files (electronic and hard copies);Stay up to date and comply with latest legislation.SKILLS:Ability to work in cross-cultural settings;Team player, motivated;Strong accounts payable skills;Strong analytical skills;Knowledge of all MS Office applications;Knowledge of QuickBooks will be beneficial;Strong analytical and problem-solving skills;Ability to perform duties with limited supervision;Deadline orientated with attention to detail;Hands-on, proactive approach;Knowledge of accounting software;Excellent communication and interpersonal skills.QUALIFICATIONS AND EXPERIENCE:Relevant tertiary qualification in Finance / Accounting will be advantageous;Five years + comparable experienceTO APPLY:If your background matches the requirements and you would like to apply or receive more information, please:click on the Apply button or https://www.executiveplacements.com/Jobs/S/Senior-Bookkeeper-1238486-Job-Search-11-12-2025-02-00-15-AM.asp?sid=gumtree

16h

Executive Placements

Bellville

Product Operations Lead (Product Owner) (CH1185)

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The Product Operations Lead ensures smooth execution, operational support, and lifecycle management of all customer-facing components within the Product Portfolio. This role bridges delivery, stakeholder engagement, and operational escalation, driving clarity across BA and ops teams, coordinating OEM lifecycle activities, and ensuring that customer-facing product experiences are stable, compliant, and aligned with business expectations. Additionally, the Product Operation Lead supports Agile execution, manages inbound queries, and ensures product outcomes meet business and customer needs. The role also includes leading and mentoring a team of Business Analysts and operational personnel to foster excellence in delivery and performance. Qualification and Experience:Relevant IT degree/diploma or Diploma / Degree in Business Administration or relatedCertified Product Owner (CPO) – Highly beneficialMinimum 5-years in product operations, delivery or product ownershipExperience in a software development team that is diligently applying Agile/ Scrum principles, practices, and theory is preferred Functional Competencies:Relationship BuildingAttention to detailExceptional communicationConflict resolution skillsLeadershipProduct Lifecycle & Customer-Facing CoordinationOEM Lifecycle & Partner ManagementSLA Adherence & Time ManagementOperational Escalation Analysis & ResolutionAnalytical & Facilitation Skills Key Performance Areas: Vision, Goals and MeasurementAlign product goals with business objectives and performance metricsOwn and communicate product vision across teams and stakeholdersEnsure customer-facing product components reflect agreed business outcomes Risk MitigationIdentify and escalate risks early to prevent delivery disruptionPropose mitigations and maintain operational stability across customer-facing flowsEnsure adherence to agreed SLAs across operational workflowsImplement corrective actions when SLA breaches occur, and escalate where necessary BA & Ops Team LeadershipLead and mentor BA and operations staffEnsure high-quality requirements and effective cross-functional handoffTriage and resolve operational escalations into the product area, especially those impacting customersAnalyse recurring operational escalations and present actionable requirements or solutions to prevent recurrenceMaintain clear documentation of escalation patterns and resolution strategies Stakeholder ManagementCollaborate across business, IT, and ot https://www.executiveplacements.com/Jobs/P/Product-Operations-Lead-CH1185-1238089-Job-Search-11-11-2025-02-00-20-AM.asp?sid=gumtree

16h

Executive Placements

Kuils River

Decision Support Analyst (CH1183)

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Our client, in the Payments and Lending industry, has an opening for a Decision Support Analyst. The purpose of the Decision Support Analyst is to drive business value to our internal and external stakeholders. Qualification & Experience:Degree in finance / mathematics / statistics / actuarial / business management / engineering or related discipline.3+ years in an analytical role, preferably in a formal analytics or business intelligence environment. Functional CompetenciesSQLGCPAdvanced ExcelData analysisMicrosoft business intelligence visualisation technologies (SSRS, Power BI)Business process monitoring and optimizationFormulating analytical solutions to business problemsExcellent problem-solving skills coupled with a high degree of logic and attention to detail Behavioural CompetenciesInformation gathering and problem analysisApplying professional / specialist / technical expertiseCreative and innovativeAttention to detailPlanning and organising Key Responsibilities:Business analyticsWork closely with business stakeholders to drive business efficiency and enhancing business decisions by using data.Monitor and analyse real-time and historic data to identify trends, issues and/or opportunities.Identify opportunities for advanced analytics and automated decision solutions.Enhance the use of data, reports and analytical tools for decision making by educating and influencing stakeholders. Decision Support SolutionsWork closely with the business to identify opportunities for monitoring and decision support solutions.Gather requirements, design and implement decision support solutions.Work closely with the data team and information and analytics architect to implement data solutions in the data warehouse.Work with the advanced analytics team to develop appropriate predictive analytics solutions.Work with IT, business and data science to implement embedded automated decision solutions. New business functionalityEnsure data and analytics requirements are considered in new business solutions.Do impact assessments on changes to existing functionality. Project ManagementEffective planning and prioritising of own work.Provide progress feedback to business stakeholders and line management. TeamworkContribute proactively to all aspects related https://www.executiveplacements.com/Jobs/D/Decision-Support-Analyst-CH1183-1238087-Job-Search-11-11-2025-02-00-20-AM.asp?sid=gumtree

16h

Executive Placements

Kuils River

Creditors Controller

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CREDITORS CONTROLLERBellville / TygervalleyOur client is a nationally recognised grower, packer and exporter of citrus and grapes. The various farms and packhouses are situated across the Western Cape.The company has a vacancy for a CREDITORS CONTROLLER to be based at their head office in Tygervalley.RESPONSIBILITIES:Processing of creditors transactions with regards to the export processAdditional allocation of creditors transactions to export accounts inpreparation of producer pay-outsReview correctness of creditors transactions; communicate and resolverelevant cost queries with creditorsReconciliation of creditors accounts for payment purposesReconciliation of ad hoc costs paid on behalf of producers for recoverypurposesReconciliation of costs on a general ledger level and processing ofrelevant adjustmentsAny ad hoc duties based on operational requirementsSKILLS:Attention to detailHave to be a self-starter that can function independentlyPro-activeExcellent verbal and written communicationREQUIREMENTS:Matric with relevant tertiary education (diploma with 2 – 3 years’ suitableexperience in processing of creditors transactions)Computer literate (MS Office – Excel advanced)Relevant knowledge accounting packageThe following will count in your favour:- Experience in cost chains and INCO terms- Experience in BC, Paltrack or any similar logistics / financial software- Previous experience in the fruit export industryTO APPLY:To apply or receive more information, please:click on the Apply button https://www.executiveplacements.com/Jobs/C/Creditors-Controller-1242393-Job-Search-11-26-2025-02-00-16-AM.asp?sid=gumtree

16h

Executive Placements

Bellville

Debtors Officer / Credit Controller (Head Office- Cape Town- Tygervalley, Bellville

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Company: AGL Group Location: Cape Town Head OfficeSalary: R 12000 to R 15000 per month, based on experience)Debtors Book Size: Approximately R2 million per monthAbout the RoleWe are looking for a mature, experienced Debtors Officer / Credit Controller to take ownership of a manageable debtor's book of ±R2 million per month.This role requires a strong personality, someone who is confident on the phone, firm in communication, and able to ensure that payments are collected accurately, respectfully, and on time. If you are reliable, organised, experienced, and unafraid to draw clear lines, this may be the perfect role for you.Key Responsibilities • Manage the full debtor's function for a consolidated book of ±R2 million per month. • Monitor and maintain the age analysis, ensuring overdue accounts are followed up promptly. • Phone clients daily to follow up on outstanding invoices and secure payment commitments. • Send accurate statements and invoices on time every month. • Negotiate payment arrangements when necessary, and ensure they are honoured. • Place accounts on hold when appropriate and communicate clearly with internal departments. • Maintain detailed debtor notes, reconciliations, and up-to-date records. • Work closely with management and finance to maintain strong cashflow discipline.Ideal Candidate Profile • 5+ years’ experience in debtors, credit control. • Preferably a more mature individual who is steady, dependable, and confident. • A strong personality with the ability to hold firm lines and ensure timely payment. • Excellent telephone etiquette and confidence in dealing with business clients. • High level of organisation, accuracy, and attention to detail. • Ability to work independently and handle multiple accounts without supervision. • Computer literate (email, Excel, accounting systems). • Academic qualifications are not essential — experience and capability matter most.What We Offer • A stable, established group environment with strong brands. • A manageable debtors book where your performance has a direct impact. • Supportive leadership and a positive working environment. • Market-related salary aligned with your experience and skill. • Long-term career stability and room for personal growth.How to ApplyPlease email your CV and a short motivation letter to:Ms Lizanett Du Preezexecutivepa@agl-unl.co.zaSubject Line: Application – Debtors Officer / Credit Controller

Bellville

Senior Accountant / Financial Clerk

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A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : Corporate / FinancialBASIC SALARY : R20 000.00 R25 000.00START DATE : A.S.A.P / ImmediateREQUIREMENTS:Matric qualification with accounting35 years of relevant experienceProficiency in MS Office, Caseware, or DraftworxStrong accounting knowledgeExperience with Caseware and Draftworx softwareHigh level of accuracy and attention to detailSelf-disciplined and able to work independently DUTIES: Preparation of financial statements using Draftworx.Submission of tax returns for individuals, trusts, and companies.Calculation of VAT, PAYE, IRP5 reconciliations, and Compensation Commissioner returns, including their submission.Data capturing using Pastel and Accfin (secretarial software).HOURS:Monday to Friday: 08:00 17:00 https://www.jobplacements.com/Jobs/S/Senior-Accountant-Financial-Clerk-1223561-Job-Search-12-05-2025-00-00-00-AM.asp?sid=gumtree

Job Placements

Durbanville

Debtors Clerk

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Company based in Milnerton Cape Town is looking for an experienced debtors clerk who can start immediately. Must have debtors experience, collections, MS office proficient. Working hours 8 - 5. Email your cv including current or previous salary and notice period.

Foord Consulting

Milnerton

Managing Director: Investment - Bellville

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Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation.Your:Formal Education:Relevant degree in business management or finance, preferably complemented with an investment management qualification;Experience:At least 12 years relevant experience in the financial services industry;Critical Competencies:Technical competency a broad understanding of all areas of management, including knowledge of investment management, finance, legal, regulatory, marketing and communication, strategic planning, human resources and information technology;Knowledge of commercial law and other legislation relevant to the companys area of business;Ability to multitask and delegate;Teamwork and collaboration;Superb management, leadership and motivational skills.;Sharp commercial and strategic thinking.Long-term vision;Problem solving ability;Ability to analyze and evaluate information;Excellent written and oral communication skills;will enable you to:People:Leadership;Motivate and mentor team members;Advocate policies and procedures concerning employeesMotivate, guide and lead the division as a team;Implement the Employment Equity policy.Processes:Execute the responsibilities of a Managing Director according to lawful and ethical standards;Effectively manage the human capital of the division according to authorized personnel policies and procedures that fully conform to current laws and regulations;Identify, develop and direct the implementation of the divisions strategy;Plan and direct the divisions activities to achieve stated/agreed targets and standards;Oversee the investment philosophy and process across the range of investment solutions offered by the division;Maintain and develop organizational culture, values and reputation in its markets and with all staff, contractors, advisors, clients, suppliers, partners and regulatory/official bodies;Report to WRI CEO on organizational plans and performance, with a specific focus on consolidation and co-operation;Analyze and develop distribution channels;In conjunction with the National Executive: Finance, maintain the divisions financial performance;In conjunction with the Group Marketing and Sales division and other companies within the WRI cluster and group, maintain existing and develop new products and solutions, as and when required;https://www.executiveplacements.com/Jobs/M/MANAGING-DIRECTOR-INVESTMENT-BELLVILLE-1244087-Job-Search-12-3-2025-4-26-07-AM.asp?sid=gumtree

Executive Placements

Bellville

Senior Wealth Manager

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An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation.Your:Formal Education:BComCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill enable you to do the following duties:Client Portfolio ReviewsAnalyse the performance of client portfolios and prepare review reports in accordance with company policies and standards.Conduct client reviews and ensure timely submission of review reports in alignment with company guidelines.Servicing of Existing ClientsProvide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values.Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers.Address and resolve client concerns, queries, requests, and complaints pertaining to their portfolios.Facilitate the opening of CCM accounts and authorize payments as required.Assist clients with tax-related queries.Support clients in preparing and signing wills and assist with estate execution in collaboration with the appointed executor.Uphold and apply the principles of the Treating Customers Fairly (TCF) Policy in all client interactions.Generating New BusinessProactively identify new business opportunities and promote the full range of services and products offered by EFG.Leadership & Support to Wealth TeamCollaborate with service providers to address and resolve client service issues.General AdministrationDocument all client interactions promptly after completion.Maintain and update client records and databases, including static data.Ensure compliance with FICA and FAIS legislative requirements. https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-MANAGER-1244082-Job-Search-12-3-2025-1-49-48-AM.asp?sid=gumtree

Job Placements

Bellville

Wealth Assistant

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An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin BellvilleThe successful candidate will be providing the required and relevant professional assistance to the Advisor in the administration and implementation of clients financial reviews and investment instructions.Processing new business for new and existing clientsImplementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providersObtain confirmation from service providers regarding implementation of instructions aboveWritten communication/confirmation to clients regarding investmentinstruction implementationServicing of existing clientsAssimilate investment/fund values, investment performance statistics and Astute information of clientsCompiling, binding and preparation of proposals and client review documentationMake payments on behalf of clients through the corporate saver accountGeneral AdministrationScheduling meetings for Wealth Manager/Advisor and organizing diaryRecording of client interaction and updating of client records upon completion of interactionAssist with preparation of client annual reviewMaintain client record and database according to company policiesBeneficiary Risk Rating and screeningsAssistance with Wealth Special Projects on ad-hoc basisProactively managing tasks and ensure that all instructions are attended to in an efficient way.Evaluation Criteria required:Formal Education: MatricExperience:Administrative/secretarial experience is essential2-3 years experience in the investment financial services industryCore requirements are:Knowledge in:Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)Proficient in Afrikaans and English (read, write, speak)Competent on service providerswebsite functionalitiesService provider productsPersonal AttributesInitiative and proactive Time management Enthusiasm and drive Persuasive communication Results drivenService delivery Team playerAbility to work under pressure Attention to detailAbility to multitask and prioritise https://www.jobplacements.com/Jobs/W/WEALTH-ASSISTANT-1244080-Job-Search-12-3-2025-1-20-37-AM.asp?sid=gumtree

Job Placements

Bellville

Wealth Assistant

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An established company with a national footprint within the financial sector is seeking to hire a highly skilled Jnr Bookkeeper to join their team IN bELLVILLE.The successful candidate will be providing the required and relevant professional assistance to the Advisor in the administration and implementation of clients financial reviews and investment instructions.Processing new business for new and existing clientsImplementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providersObtain confirmation from service providers regarding implementation of instructions aboveWritten communication/confirmation to clients regarding investmentinstruction implementationServicing of existing clientsAssimilate investment/fund values, investment performance statistics and Astute information of clientsCompiling, binding and preparation of proposals and client review documentationMake payments on behalf of clients through the corporate saver accountGeneral AdministrationScheduling meetings for Wealth Manager/Advisor and organizing diaryRecording of client interaction and updating of client records upon completion of interactionAssist with preparation of client annual reviewMaintain client record and database according to company policiesBeneficiary Risk Rating and screeningsAssistance with Wealth Special Projects on ad-hoc basisProactively managing tasks and ensure that all instructions are attended to in an efficient way.Evaluation Criteria required:Formal Education: MatricExperience:Administrative/secretarial experience is essential2-3 years experience in the investment financial services industryCore requirements are:Knowledge in:Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook)Proficient in Afrikaans and English (read, write, speak)Competent on service providerswebsite functionalitiesService provider productsPersonal AttributesInitiative and proactive Time management Enthusiasm and drive Persuasive communication Results drivenService delivery Team playerAbility to work under pressure Attention to detailAbility to multitask and prioritise https://www.jobplacements.com/Jobs/W/WEALTH-ASSISTANT-1244073-Job-Search-12-2-2025-10-45-24-PM.asp?sid=gumtree

Job Placements

Bellville

Wealth Assistant

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Job Placements

Bellville

Financial Advisor Team Leader

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Purpose of the RoleAt Dis-Chem Life, we are passionate about helping customers access financial solutions that fit their lives. Our Instore Financial Advisors are at the heart of this mission, bringing expert guidance, human connection, and tailored insurance solutions to our customers within Dis-Chem stores.As the Team Leader, you will be responsible for leading, coaching, and motivating a team of Instore Financial Advisors to deliver exceptional customer experiences, meet sales targets, and uphold compliance standards. You will create an environment where advisors can thrive, balancing people leadership, operational excellence, and hands-on support to ensure every advisor can succeed and every customer receives trusted advice.This is a role for a leader who is customer-obsessed, and passionate about growing people and performance.Role SummaryThe Team Leader will oversee daily operations of a team of Instore Financial Advisors across assigned Dis-Chem stores. You will manage sales performance, compliance, customer service, and team culture, ensuring alignment with Dis-Chem Life’s values and objectives.BenefitsCareer growth opportunities within Dis-Chem Life.Exposure to South Africa’s largest retail pharmacy and insurance ecosystem.Inclusive, supportive culture with a focus on growth and development.Key ResponsibilitiesTeam Leadership and CoachingLead, mentor, and inspire a team of Instore Financial Advisors.Conduct regular performance check-ins, providing coaching and support to drive growth.Foster a culture of accountability, collaboration, and continuous improvement.Sales and Customer OutcomesDrive achievement of individual and team sales targets.Monitor key performance metrics (conversion rates, productivity, customer satisfaction).Support advisors in handling escalated customer queries and complex cases.Compliance and Quality AssuranceEnsure all advisors operate in line with FAIS, FICA, TCF, and other regulatory frameworks.Monitor adherence to Dis-Chem Life’s policies, processes, and ethical standards.Conduct spot checks and audits to ensure compliance and accuracy in documentation.Operational ManagementOversee scheduling, coverage, and productivity across stores.Provide weekly and monthly performance reports to Regional Sales Manager.Collaborate with HR, Training, and Compliance teams to address gaps and upskill advisors.People and CultureBuild team morale through recognition, motivation, and open communication.Identify training needs and coordinate with the Training team.Act as a role model for Dis https://www.executiveplacements.com/Jobs/I/In-Store-Financial-Advisor-Team-Leader-1241048-Job-Search-11-20-2025-07-00-03-AM.asp?sid=gumtree

Executive Placements

Bellville

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Accounting & Finance Jobs in Goodwood in Goodwood (2 results)

Results for Accounting & Finance Jobs in Goodwood in Goodwood