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Tax Accountant position available at firm of Chartered Accountants in Durban.
Minimum requirements:
1. Bcom Accounting Degree or similar tax qualification.
2. Experience with Pastel.
3. Experience with Income Tax, VAT and PAYE calculations.
Salary range from R72 000 to R108 000 per annum.
Email cv’s to info@dvinc.co.za
Greyville
Results for Accounting & Finance Jobs in Greyville in Greyville
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Key Responsibilities:Oversee financial strategy, debt structuring, and capital funding to support sustainable growth and revenue diversification.Lead risk management initiatives, ensuring robust internal controls and compliance with IFRS standards.Manage cash flow forecasting and optimize capital funding structures to maintain a resilient balance sheet.Build and maintain strong relationships with stakeholders, including board members, auditors, and financial institutions.Lead cross-functional teams to implement transformative projects, enhancing business models and driving revenue growth.Qualifications:CA(SA) qualification with extensive experience in financial leadership roles.Proven expertise in financial strategy, risk management, and compliance with IFRS.Strong leadership skills with a track record of managing diverse teams and driving strategic initiatives. Apply Now!
https://www.executiveplacements.com/Jobs/C/CFO-1169214-Job-Search-03-18-2025-16-17-05-PM.asp?sid=gumtree
10h
Executive Placements
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Junior Bookkeeper (Durban) Were looking for a Junior Bookkeeper to join our finance team at Stores. If you have a passion for numbers and a keen eye for detail, this is a great opportunity to grow your career in bookkeeping and finance. What Youll Do: Assist with capturing financial transactions and maintaining records Process invoices, payments, and reconciliations Support payroll processing and VAT submissions Help prepare financial reports and assist with budgeting Ensure accuracy in daily financial tasks and support the senior finance team What Were Looking For: 1-2 years of bookkeeping or accounting experience (or a relevant qualification) Basic knowledge of Pastel, QuickBooks, or similar accounting software Proficiency in Excel (spreadsheets, formulas, reconciliations) Strong attention to detail and a willingness to learn A finance, bookkeeping, or accounting qualification is a plus
https://www.jobplacements.com/Jobs/J/Junior-Bookkeeper-1166029-Job-Search-03-10-2025-10-16-09-AM.asp?sid=gumtree
10h
Job Placements
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About Us: Our client is a leading South African finance firm dedicated to providing financial solutions to individuals and businesses. They offer expert advice, comprehensive planning, and strategic services to ensure financial success and stability for Their clients. Their well-established Durban North seeks an experienced a Financial Service Assistant to join their dynamic and expanding firm.As a Financial Service Assistant you will play a vital role in supporting the daily operations of our financial services department. You will assist in managing client accounts, providing administrative support, and helping clients with their financial needs. This role offers an excellent opportunity for individuals who are looking to gain hands-on experience in the financial services industry. Key Responsibilities:Assist clients with basic financial inquiries, providing timely and accurate information regarding their accountsSupport senior financial advisors with day-to-day tasks such as preparing financial documents, reports, and presentationsMaintain and organize financial records, ensuring accuracy and completeness of all client filesProcess client transactions, including deposits, withdrawals, and transfers, in compliance with company policies and proceduresAssist in the preparation of tax documents, financial statements, and other financial reports as requiredProvide exceptional customer service by addressing client concerns and queries in a professional and timely mannerCommunicate effectively with clients and internal teams to ensure a smooth and efficient workflowAssist with account reconciliations and data entry tasks as necessaryStay updated on industry regulations and financial products to ensure compliance and accurate advice Qualifications and Skills:Bachelor’s degree in Finance, Accounting, Business Administration, or a related fieldMinimum of 3+ years of experience in a similar role within the finance or insurance industryStrong organizational skills with attention to detailExcellent communication and interpersonal skillsAbility to work independently and as part of a team in a fast-paced environmentProficiency in Microsoft Office Suite and financial software preferably Pastel / XeroAbility to handle sensitive and confidential information with discretion
https://www.jobplacements.com/Jobs/F/Financial-Service-Assistant-1168810-Job-Search-03-18-2025-02-00-24-AM.asp?sid=gumtree
10h
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Well experienced Accountant for a Finance, Accounting and Tax firm required in Durban.Must have both Caseware and Xero experience and Efiling.Have bookkeeping skills.Be able to do statutory returns and Tax returns along with Journals and compiling financial statements.Studying torwads SAICA or be in possession of SAICA articles.
https://www.jobplacements.com/Jobs/A/ACCOUNTANT-1168742-Job-Search-3-18-2025-12-53-22-AM.asp?sid=gumtree
10h
Job Placements
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About Us: Our Client is a leading South African finance firm dedicated to providing financial solutions to individuals and businesses. They offer expert advice, comprehensive planning, and strategic services to ensure financial success and stability for their clients. Their well-established Durban North seeks an experienced a Payroll Administrator & Debtors Clerk to join their dynamic and expanding firm.As a Payroll Administrator / Debtors Clerk, you will play a key role in managing payroll operations and overseeing debtor accounts within their firm. This position requires strong organizational skills, attention to detail, and the ability to handle sensitive financial information with accuracy and integrity. You will be responsible for ensuring timely and accurate payroll processing, as well as managing accounts receivable to ensure clients payments are collected efficiently. Key Responsibilities:Payroll Administrator:Process and administer payroll for employees in compliance with company policies and applicable regulationsEnsure accurate and timely payment of salaries, wages, benefits, and deductionsMaintain payroll records, including tax filings, employee benefits, and leave balancesPrepare and submit payroll-related tax returns, including monthly, quarterly, and annual filingsRespond to employee inquiries related to payroll issues and discrepanciesMaintain up-to-date knowledge of relevant labour laws, tax codes, and payroll software systemsAssist with audits and provide necessary documentation when requiredDebtors Clerk:Monitor and manage accounts receivable, ensuring timely collection of outstanding payments from clientsSend out customer statements and follow up on overdue invoicesMaintain accurate records of debtor accounts, payments, and collectionsReconcile accounts receivable ledgers and resolve discrepanciesCollaborate with other departments to ensure accurate billing and invoicingAssist in preparing monthly reports on the aging of debtor accounts and provide updates on collection activitiesPrepare reports for senior management on debt collection progress and outstanding balances Qualifications and Skills:Bachelor’s degree in Finance, Accounting, Business Administration, or a related fieldMinimum 3+ years of experience in a similar role within the finance or insurance industryProven experience in payroll administration and debtors management, preferably in an accounting or finance environmentFamiliarity with accounting software and payroll systems (Pastel and Xero)Strong organizational skills, attention to detail, and the ability to manage multiple tasks simultaneouslyAbility to work inde
https://www.jobplacements.com/Jobs/P/Payroll-Administrator-Debtors-Clerk-1168814-Job-Search-03-18-2025-02-00-24-AM.asp?sid=gumtree
10h
Job Placements
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Our client based in the Pinetown area is seeking a dynamic highly skilled BPO Divisional Manager with BPO experience. This individual will manage a team, oversee projects, and work closely with stakeholders to implement technology-driven solutions that optimize business processes. The ideal candidate will have strong leadership skills, excellent communication abilities, and deep technical expertise in BPO and digital transformation initiatives.Key Responsibilities:1. Leadership & Team Management:Lead a team of developers, business analysts, workflow engineers, and helpdesk staff to ensure optimized resource utilization and performance.Set, track, and review team KPIs to ensure alignment with project goals and company objectives.Foster a collaborative and solutions-oriented team environment.2. Stakeholder Engagement:Manage stakeholder relationships and ensure the successful delivery of projects by working closely with internal and external clients.Present BPO proposals and updates to customers, including C-level executives, ensuring alignment with their business goals and securing sales.Provide regular reports and updates on project progress, ensuring transparency and effective communication with3. Stakeholders at all levels.Process Improvement & Innovation:Lead digital transformation initiatives, using AI, RPA, cloud technologies, and workflow applications to streamline and improve business processes.Manage business process design, functional specification creation, and process optimization across multiple projects.Develop and deploy solutions that solve business problems and enhance operational efficiency.Oversee the implementation of technical business solutions and ensure they meet business requirements.Develop business cases, evaluate requests, and collaborate with technical teams to ensure successful project delivery.Ensure the highest standards of documentation for processes and system requirements.4. Commercial & Financial Management:Manage and review product and service profitability, identifying areas for cost optimization.Draft commercial proposals and collaborate with the sales team to develop and track sales strategies and progress.Ensure the growth of gross profit (GP) by identifying and implementing strategies for sales and service delivery improvements.5. Change & Quality Management:Perform system testing (UAT) to ensure the technical solutions align with business requirements.Identify and recommend areas for simplification, automation, and continuous improvement across internal and external processes.Ensure compliance with company standards and maintain high-quality assurance throughout all projects.6. Resource & Compliance Management:https://www.executiveplacements.com/Jobs/B/BPO-Divisional-Manager-1168360-Job-Search-03-17-2025-02-00-13-AM.asp?sid=gumtree
14h
Executive Placements
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Requirements: Accounting Diploma/Degree CA (SA)SAIPA/CIMAComputer literacy -Microsoft (word, excel, email), Pastel partner, SAGE, XEROJob Description: Ability to book keep through to trial balanceVat calculations and reconciliationsManage finance team membersReporting to senior management (presentations etc)Preparation of month end management accountsManage year end audit processLiaise with IT/web development (ongoing upgrades/ trouble shooting)Banking/treasury related functions:Cash flow forecastingManage bank relationshipsManage online usersPayroll/HR support:Liaise with payroll consultants (labour relations and payroll processing)ReportingSales rep commission calculations
https://www.executiveplacements.com/Jobs/F/Financial-Manager-1162523-Job-Search-02-27-2025-04-40-07-AM.asp?sid=gumtree
14h
Executive Placements
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The company has been in operation for more than a decade and provides a diverse range of insurance products to its clients nationwide.They have consistently achieved year-on-year growth and are looking for someone to join and drive their growth strategy. The successful candidate will be responsible for budgeting, forecasting, and managing the entire finance function. Job Experience & Skills Required:Minimum 3 years experience in a similar role in a financial services or similar environmentMust have experience on Xero or similar ERP systemMust have a BComSAIPA/SAICA articles advantageous Key Responsibilities: Prepare annual financial statements and integrated reportingInter-company journalsCompile supporting documents and reports for the Financial ManagerPrepare tax computation and tax submissionVAT and eFiling submissionsPrepare monthly and quarterly financial reporting Submit your application now to be considered. 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 positions. We also invite you to contact us to discuss your next career move in finance!
https://www.executiveplacements.com/Jobs/F/Financial-Accountant-1161660-Job-Search-02-25-2025-00-00-00-AM.asp?sid=gumtree
14h
Executive Placements
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If youve got an eagle eye for detail, a passion for perfect systems, and the organizational superpowers to keep everything running like a well-oiled machine, we want YOU!You will be pivotal to their operational integrity by ensuring compliance with policies, legal standards and regulations, as well as overseeing Group compliance.The position involves the development, implementation and monitoring of compliance frameworks. You will be at the forefront of evolving regulatory landscapes, advising on risk management strategies and ensuring that business activities are ethical and compliant.Duties Include:Develop and implement compliance strategies and policiesMaintain ISO standards and accreditationMaintain relationships with regulatory bodiesManagement and testing of business continuity plansEvaluate the efficiency of controls and improve through thorough auditsRevise procedures and reports to identify risks or non-conformity issuesFCA complianceEnsure that the business is aware of key risks, and action plans for mitigating risksLead the development of quality improvement and performance strategiesIdentify opportunities for strategic improvementDevelop continuous improvement plans and present cost-effective recommendations to improve operational deliveryEducation:Relevant tertiary qualification in Risk and ComplianceJob Experience & Skills Required:3 to 5 years experience in a compliance and risk management role essentialKnowledge and understanding of ISO standards and audit procedures - NON-NEGOTIABLE!Excellent verbal and written communication skillsExcellent organizational skillsStrong relationship building skillsAbility to work in a fast-paced, changing environmentHigh level of attention to detailCommercially focusedExcellent working knowledge of data protection legislationApply now!
https://www.executiveplacements.com/Jobs/C/Compliance-and-Risk-Manager-ISO-Standards-1161223-Job-Search-02-24-2025-00-00-00-AM.asp?sid=gumtree
14h
Executive Placements
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We are looking for dynamic and results-driven Financial Planners with a proven track record to join our client in the financial services sector. This role is 100% commission-based, providing high earning potential for individuals who excel in sales and client relationship management.Key Responsibilities:Provide expert financial planning and investment advice to clients.Assess client needs and recommend suitable financial products and services.Build and maintain strong client relationships through regular engagement.Prospect and acquire new clients through networking, referrals, and business development activities.Stay informed about financial markets, industry trends, and regulatory requirements.Requirements:Min 5 year’s experience in the industryNew business developmentRE and Class of Business done120 credits
https://www.executiveplacements.com/Jobs/F/Financial-Planner-1160575-Job-Search-02-21-2025-02-00-17-AM.asp?sid=gumtree
14h
Executive Placements
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Job Title: Cost And Management Accountant Our client based in the Durban area is looking for a dynamic and forward-thinking Cost and Management Accountant, ideally with a CIMA qualification, to join their team. The successful candidate will be instrumental in ensuring precise product costing, determining gross profit per stock item, and maintaining overall stock accuracy. This role demands an innovative individual who can design effective systems and drive continuous improvements in both financial and operational processes. Requirements: Completed Finance qualification - CIMA qualification is preferableProven experience in cost and management accounting, preferably in food industryStrong analytical skills with a focus on accuracy and attention to detail.Ability to design and implement effective accounting and operational systems.Innovative thinker with excellent problem-solving abilities.Advanced proficiency in Excel and familiarity with ERP systems matrix ideallyExcellent communication and collaboration skills. Responsibilities: Develop and maintain accurate costing models for all products.Analyze gross profit margins per stock item and identify opportunities for improvement.Oversee and manage inventory costing, valuation, and stock reconciliation.Design and implement systems for improved costing, reporting, and performance tracking.Collaborate with cross-functional teams to provide insights and recommendations for operational efficiency.Prepare detailed financial reports and dashboards for management decision-making.Stay updated with industry trends and best practices to ensure innovative approaches to cost and management accounting. If you meet all of the above, please apply directly here. Please note due to high volume responses, only candidates that meet the advertised criteria will be contacted.
https://www.executiveplacements.com/Jobs/C/Cost-And-Management-Accountant-1164266-Job-Search-03-05-2025-02-00-41-AM.asp?sid=gumtree
14h
Executive Placements
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Key Responsibilities:Identify and develop new business opportunities within the insurance sector.Build and maintain strong client relationships to drive sales growth.Provide tailored financial planning solutions to clients.Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages effectively.Manage client data and processes using Zoho Office and Atwork CRM System.Ensure accuracy in client documentation and compliance with industry standards.Demonstrate an in-depth understanding of insurance products and financial planning solutions.Key Requirements:Proven experience in the insurance industry. Minimum 3 years experience.RE5 qualification (required).Wealth management experienceProficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.Strong knowledge of Zoho Office, Atwork, and Microsoft Office Suite.Class off Business exams done.NQF level 5 Wealth management or Financial Planning credits required.Looking to study further to become a CFP professional financial advisor.Bursary funding available.Detail-oriented with excellent organizational skills.Self-motivated, proactive, and capable of taking initiative.Ability to learn quickly and adapt to a fast-paced environment.Willingness to go the extra mile to ensure client satisfaction.
https://www.executiveplacements.com/Jobs/N/New-Business-Development-Consultant-Remote-Working-1164451-Job-Search-03-05-2025-04-44-56-AM.asp?sid=gumtree
14h
Executive Placements
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The Person:B.Com Degree in Finance or Accounting.Articles preferable.Minimum 3 to 5 years experience in a Bookkeeping/Accounting position.Proficient experience in MS Excel and Pastel Evolution.Quick off the mark.Speedy and accurate.Proactive and detail oriented.The Job:Reporting to the Group Finance Manager:Prepare and submit monthly and quarterly management accounts.Prepare, reconcile and submit VAT.Resolve SARS queries and correspondence.Review and sign off bank payments.Review and sign off all transaction processing, verify that transactions are processed accurately and timeously (this relates to cashbook, debtors, creditors and monthly journals).Prepare and submit intercompany schedule and Marine Insurance schedule.Review and sign off bank, petty cash and creditors reconciliations.Ensure cash flow is updated accurately and timeously.Report on the monthly age analysis.Assist with month-end stock take.Investigate and audit stock take variances.Assist in financial year end processes.If you love to be busy and can handle the pressure of working in a successful company, than this is your opportunity to step up!
https://www.executiveplacements.com/Jobs/A/Accountant-1149118-Job-Search-03-05-2025-00-00-00-AM.asp?sid=gumtree
14h
Executive Placements
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Key Responsibilities:Process and manage claims across various insurance product lines, ensuring accuracy and efficiency.Liaise with clients, hospitals, doctors, insurers and third parties to facilitate seamless claims handling.Ensure compliance with insurance policies, industry regulations, and company standards.Utilize Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and to manage claims efficiently.Maintain and update client information on Zoho Desk and AtWork CRM sytem.Provide excellent customer service and support clients throughout the claims process.Proactively follow up on outstanding claims and escalate issues where necessary.Identify areas for process improvement and contribute to enhancing the claims process.Requirements:Financial planning support experience, RE5 certification, and wealth management experience are advantageous but not required.Must have at least 3 years prior experience in the insurance industry.Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites.Strong working knowledge of Zoho Desk and AtWork CRM sytem.Proactive and takes initiative.Energetic and detail oriented.Fast learner with a problem-solving mindset.Willing to go the extra mile to ensure client satisfaction.
https://www.executiveplacements.com/Jobs/C/Claims-Administrator-Remote-Working-1164626-Job-Search-03-05-2025-10-52-01-AM.asp?sid=gumtree
14h
Executive Placements
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QualificationA Post Graduate Qualification in Accounting, Business Administration, Engineering, Supply Chain Management, or a related field.RequirementsA minimum of 8-10 years of experience in a senior operational role, preferably within the food or manufacturing industry.Experience in a manufacturing environment with involvement in managing factory operations, production planning, and process optimization would be an added advantage.DutiesOversee all aspects of administration, production, supply chain, and quality control to ensure smooth and efficient factory operations.Manage budgets, forecasts, and resource allocation to maximize profitability.Ensure compliance with all health, safety, and food manufacturing regulations.Oversee the sales, marketing, and R&D teams to align operations with current market trends and customer needs and drive sales growth.Identify and implement process improvements to increase productivity and reduce costs.Develop and implement operational strategies aligned with the companys vision and growth objectives.Lead, mentor, and inspire a diverse team to achieve operational excellence and profitability.
https://www.executiveplacements.com/Jobs/C/Chief-Operating-Officer-1166625-Job-Search-03-11-2025-10-33-58-AM.asp?sid=gumtree
15h
Executive Placements
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Duties and Responsibilities: Oversee Debtors and invoicing clerks:Ensure that the Debtors and invoicing clerks are meeting the requirements of their job descriptionsEnsure ALL Invoicing is complete every monthReview P&L before sending it to the business development teamInvoicing:Invoice projects according to approved SO and client deposits paid (daily)Invoice according to Job Cards to account for over runs on jobsEnsure invoices are issued in the correct periodEnsure invoices are processed with the correct accounting requirementsProcess credit notes when requested and return stock to inventoryProvide monthly reporting on credit notes processedSync inventory system with accounting system to upload invoices to be issued to clientsEdit invoices in XERO and allocate sales to correct income statement account, client tracking and cost centre & send to clientsUpdate online tracker with COS per Job as well as calculate GP% on hardware per JobRaise invoices on the content tracker (Daily/weekly/monthly)Ensure P&L allocations are correctEnsure all automated billing/imports for monthly operational fees are billed accurately and in the correct period.Ensure all Business development trackers agrees to actual figures for the monthSend profit & loss per client to Business Development team & attend to queries after approval by the Senior Accountant or CFO.Accountant for monthly revenue journals.Follow up with Business Development Executive when new invoices are due.Cost Tracking and costing:Ensure the Service fee tracker is up to date with latest pricingMonthly Actual vs Budget & variance reportAnnually calculate all departments labor costs to ensure our pricing is accurateAnnually calculate all relevant department mileage costs to ensure our pricing is accurateControl Cost of Goods Sold figures:Ensure that invoices correspond to the SO in terms of values and stock itemsEnsure that correct stock is booked out on projectsEnsure that projects are recorded in the correct periodEnsure that stock sold is treated with the correct accounting procedures when sold, for example straight sales, rentals, and finance lease etc.Ensure that projects are processed with the correct cost of sales figures and synchronized to XEROAssign COS Journals from DEAR to projects in XEROPrepare monthly reconciliations on the Cost of Sales control accounts between DEAR and XEROOverseeing timing of month end stock movementCost of sale to be captured in the correct periodStock to be received in the correct periodProject costing:Liase with Project Manager /Admin to determine over/under
https://www.executiveplacements.com/Jobs/S/Senior-Accountant-1166657-Job-Search-03-11-2025-10-44-57-AM.asp?sid=gumtree
15h
Executive Placements
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FINANCIAL MANAGER with CIMA* Degree in Accounting* Minimum 5-6 Years experience as a FINANCIAL MANAGER Â Â in a Foundry/Refinery or Heavy Engineering/Manufacturing Industry* Full functions as a FINANCIAL MANAGER* Clear Criminal & Credit record - will be verified
https://www.executiveplacements.com/Jobs/F/FINANCIAL-MANAGER-1149073-Job-Search-03-11-2025-00-00-00-AM.asp?sid=gumtree
15h
Executive Placements
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Minimum requirements:MatricCompletion of regulatory exams FAIS compliancySales experience in the financial services industry would be advantageousEntrepreneurial experience would be advantageousResponsibilities:Delivery of both annual and monthly sales targets in coordination with the companys sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintain, influence, and develop senior level relationships with all key FX Partners and introducing affiliates for business development opportunitiesDevelop and maintain a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of trade readinessConsultant: Clarissa Zwarts - Dante Personnel Pretoria Faerie Glen
https://www.executiveplacements.com/Jobs/B/Business-Consultant-Corporate--Accounting-1166453-Job-Search-03-11-2025-04-47-14-AM.asp?sid=gumtree
15h
Executive Placements
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Duties and Responsibilities: - assist operations management to reduce costs and improve profit by closely analyzing and reporting financial data, in particular deviations from budget.- manage the budget formulation process resulting in accurate budgets delivered on time and closely monitored. - maintain accurate records of company accounts strictly in line with legal and unit office requirements. - effectively co-ordinate audits and take prompt corrective action where required.- accurately and timeously meet the accounting needs of internal and external customers.- build a competent and motivated team of accounting staff through confident and caring leadership.- Preparation of budgets, journals, vat, Tax and PAYE Skills and Qualifications:- Bcom Accounting degree - 3 years of commercial exposure preferably the entertainment sector- Excel
https://www.executiveplacements.com/Jobs/F/Financial-Controller-1165662-Job-Search-03-08-2025-04-16-41-AM.asp?sid=gumtree
15h
Executive Placements
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Objectives of this roleBe an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealthTake primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirementsMonitor market performance to develop and deliver sound investment advice and strategiesExecute accurate reporting that enables sound analysis and financial recommendationsComply with national and local financial regulations by studying existing and proposed legislationContinue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment managementDuties & ResponsibilitiesProviding suitable advice to best fit the needs and requirements of professionalsPreparing and presenting proposals to existing and potential clients using state-of-the-art financial planning toolsMeeting clients to understand their financial objectivesExplaining complex information relating to Financial Advisory in a clear and effortless wayManaging, maintaining and building new and existing client relationshipsGrowing a client book within the first 24 months and consistently thereafterAdhering to compliance, operational procedures and practice management standardsStaying abreast of product information, performance and industry changesBuilding a professional network and sustainable business within the professional marketInteract with clients to offer guidance, point out products, and assist them in making investment decisionsMaintain in-depth product knowledge to provide clients with the best, most accurate information possibleUtilize persuasion techniques when necessary to close salesCollaborate with other tax, legal, and insurance professionals to develop a clients entire financial roadmap and ensure progress in achieving goalsReview client accounts regularly to determine if adjustments are neededInterpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly.Desired Experience & Qualifications2 years experience in the Financial Services industry in a Sales role within the risk and investment spaces2 years Financial Planning experienceKnowledge and understanding of the dynamics of the professional client marketExperience and track record in high-performance sales environmentsKnowledge of best practice in Financial Planning and Financial Advisory ServicesKnowledge and understanding of financial planning through meaningful clie
https://www.executiveplacements.com/Jobs/F/Financial-Advisor-1163351-Job-Search-03-03-2025-04-11-11-AM.asp?sid=gumtree
15h
Executive Placements
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