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Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic short term insurance administrator to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous or currently studying. - At least 1 - 3 years experience in the financial planning industry, specifically short-term insurance.- High degree of client and product provider communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills in Microsoft Excel, Word and Email.Your working hours will be from 8:00am to 5:00pm, starting package from R12 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.
Umhlanga
Results for full time entry level accounting or finance in "full time entry level accounting or finance", Non EE/AA in Accounting & Finance Jobs in KwaZulu-Natal in KwaZulu-Natal
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About Us:
We are a growing firm offering financial services across various
industries. With a client-centered approach, we provide opportunities for our
team members to grow and excel in their careers. Join us and become part of a
dynamic workspace where your skills can make a significant impact.
About the Role:
This is a new role created to support our expanding client base. You will
assist with bookkeeping and administrative tasks, enabling the director to
focus on business development.
Key Responsibilities:Maintain bookkeeping tasks, including capturing transactions,
reconciliations, and compliance with SARS requirements.Prepare and manage payroll, VAT, PAYE, and other financial
deadlines (monthly, bi-annual, annual).Handle administrative duties such as filing, client communication,
and correspondence with regulatory bodies like SARS, CIPC, DOL, and banks.Ensure accurate and efficient data management across a variety of
financial scenarios.
Qualifications and Experience:
Diploma or degree in bookkeeping, accounting, or a related field.3+ Years Experience in public practice accounting is a mustProficiency in Microsoft Excel, Word, Outlook, and accounting
software.Understanding of VAT, PAYE, Payroll, and basic bookkeeping
principles.
Skills and Attributes:
Strong attention to detail and ability to assimilate information
efficiently and accurately.Driven, self-motivated, and proactive in achieving deliverables.Excellent communication skills and fluency in English.Collaborative team player with a focus on client satisfaction.Email applications to : jobs@executivehrservices.co.za
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