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1
Our client a well-established accounting firm in Caledon, with a large client portfolio is looking for an Article Clerk (SAIPA). They offer a wide range of services to clients including accounting, taxation, estate planning, corporate secretarial services and a commercial advisory service.
Kick off a successful career in finance by joining an established firm that genuinely values its task of developing and mentoring future leaders. Don't limit yourself to specific industries, choose to join a well-established medium sized firm that will offer you a broad range of exposure to large businesses in various industries.
Responsibility:You will be trained to do the following:
Capture transactions in accounting records
Perform reconciliations
Perform bookkeeping to balance sheet
Interpreting clients' accounting records and compiling financial statements (IFRS for SME's) Perform tax calculations and complete tax returns
Complete VAT returns
Assist accountants with various client matters, including administrative work
Resolve queries
Education:
Matric
B.Com / B.Acc (Accounting) / B.Compt Degree
Currently completing degree – Dec 2023
MS Office (Word, Excel, Outlook)
No experience required
Client is in the following area: Caledon
Skills:
Good communication skills and able to work well with a diverse team (Afrikaans & English)
Overtime will be required from time to time to meet client deadlines
Deadline orientated and work well under pressure
Attention to detail
Excellent time management skills
When applying please include all relevant documents / academic transcripts. Trainee Clerkship positions available now and January / February 2024, if you are eager to kick-start your career in the financial arena, apply today still!
If you are interested in this opportunity, apply with your most recent resume & supporting documents.
Please note should you not receive a response from us within 7 working days; kindly consider your application unsuccessful. We wish you all the best.
Salary: R12 000 - R10 000 NegConsultant Name: Pieter Van Gent
13h
1
An established and well-known firm in Caledon is currently expanding and has an excellent opportunity for an Accountant to join their dynamic financial team. The ideal financial candidate will have a minimum of 2 – 3 years’ experience.Responsibility:You will be responsible for the following:
Preparation of monthly management accounts
Preparation of accounting input for financial statements (IFRS)
Calculating of VAT & PAYE
Assisting in general accounting and payroll
Prepare and monitor the timeous submission of all statutory reports and VAT returns to relevant authority bodies
Accurate journal entries are being processed; performing monthly reconciliations and preparing a timeous monthly accounting file for review.
Accuracy, quality, reliability and timeousness of quarterly and annual financial reporting
Processing of customer tax invoices from sales reports where applicable monthly
Producing and sending out statements monthly
Preparing bank reconciliations monthly
Preparing audit files and liaising with external auditors
Preparing Bank reconciliations monthly
Preparing an annual trial balance for each company at year end for preparation of the annual financial statements (income & balance sheets)
Strong understanding of and a strong commitment to good corporate governance
Assisting with training / guidance of SAIPA Article Clerks
Qualifications:
Matric/Grade 12 Certificate
Bachelor Degree in B.Com / B.Acc / B.Compt Accounting
Completed training contract with SAIPA Articles
2-3 Years accounting experience
MS Office (advanced Excel working experience), Pastel, VIP Payroll, Draftworx & Caseware
Skills:
Good communication skills and able to work well with a diverse team (Afrikaans & English)
Deadline orientated and work well under pressure
Attention to detail
Excellent time management skills
Overtime will be required from time to time to meet client deadlines
If you are interested in this opportunity, apply with your most recent resume & supporting documents.
Please note should you not receive a response from us within 7 working days; kindly consider your application unsuccessful. We wish you all the best.
Salary: R32 000 - R25 000 NegConsultant Name: Pieter Van Gent
13h
1
Test AdResponsibility:TestSalary: R100000Job Reference #: 12345Consultant Name: Chanique Lombard
14h
1
Well-established company has a vacancy on one of their farms close to Swellendam for an Assistant Accountant with at least 3 years experience in a similar position to join their Team.
If you meet the following requirements you are welcome to apply:Tertiary qualifications in accounting
Minimum 3 years’ relevant experience
Team player, with strong verbal and written communication skills
Valid driver’s license and willing to travel
Proven experience with customer and supplier invoice processing
Excellent knowledge of accounting regulations and procedures (IFRS)
Knowledge of company tax and VAT regulations
Proven experience of working with Pastel, Syspro, Navision or Business Central accounting packages will be advantageous
Advanced Microsoft Excel skills
Attention to detail and able to draw accurate conclusions from financial and numerical material
Ability to take responsibility and drive deliverables
Duties will include but are not limited to:
Capture customer and supplier invoices
Review sales invoices and supporting documentation
Assist debtors and creditors clerks with query resolution
Compile monthly consolidated sales report
Compilation of monthly debtors and creditors age analysis
Capture bank statements and review monthly cashbook reconciliations
Process of weekly and monthly payment requests
Compile and process all intergroup invoices and journals
Assist with compilation and processing of monthly accruals and general journals
Reconcile monthly fixed asset transactions and compile fixed asset register
Assist with capital project reconciliation
Complete monthly VAT returns
Responsible for collation of monthly control account documentation
Assist with external and internal audit requests
Assist Accountant and GCFM with group reporting
In return, a competitive salary coupled with the opportunity to work within a large company is on offer
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004642/ML2&source=gumtree
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14h
1
Our client in Swellendam is looking for a Junior Financial Assistant on a 6month contract.Key Responsibilities:Debtors:Weekly invoicing (packing material and other)Follow up on debtors’ payment list and outstanding paymentsCommunicate with head officeCreditors:Receive and process invoice as per standard operating procedure of the companyCapture and post invoice and supporting documents on NAVAll other admin related tasks associated with invoiceAny other ad hoc duties that might be required from time to time.Requirements:MatricMinimum 2 years’ relevant experienceComputer literate (MS office - Excel advanced)Effective written and verbal communication skillsA high level of attention to detail and accuracyStrong administrative skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQyNTYwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1154237&xid=1266_42560
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2y
1
Villiersdorp - The creditors clerk will be responsible for carrying out accounting and administrative duties such as the processing and preparation of payment paperwork of vendor’s invoices, reconciliation of statements, following-up on unpaid vendors, obtaining statements and invoices and to provide bookkeeping and clerical support to all financial functions.RESPONSIBILITIES:Responsibilities for creditors payments, invoicing and recording of financial transactions which includes:Ensure invoices are matched against requisitions, purchase orders and goods received notes with reference to quantities, quality, description and price.Ensure requisitions, purchase orders and invoices are properly authorized and are in accordance with the appropriate levels of authority.Ensure invoices related to contracts agree to the contract.Capturing and processing all invoices.Ensure the correct account & vendor account is utilized when processing invoices in Accounts Payable module.Ensure that the correct VAT is applied to invoices.Preparation and submission of creditors’ reconciliations (ensure invoices follow sequence).Ensure that claims are paid timeously and correctly.Timeous payment of invoices, ensuring discount claimed where applicable. REQUIREMENTS:Diploma / certificate in Bookkeeping / AccountingMinimum of 3 years’ word experience in similar rolePastel knowledgeWorking knowledge of Microsoft Office
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQwNzE1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1143544&xid=1266_40715
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2y
Maintaining all accounting records for
different entities:Payroll processing- Invoicing- Project Admin- Supplier
payments- Bank reconciliationsIdeal candidate will have min of 5 years working
experience (with time spend in construction industry), able to work independently and initiate/ensure controls within
organisation. Salary Market Related
2mo
Ads in other locations
1
Are you a CA(SA) in the early years of your career, looking for a truly different and unique working environment? Are you motivated by leading and mentoring a team, and do you thrive in an ever-changing and dynamic environment? If this sounds like you, talk to me to explore joining a great organisation with a profile quite unique in Cape Town.
*Responsibilities:*
* The role acts as the bond between the operational accounting team and the senior leadership functions
* Support the FM in delivering various management reports and financial data for the purpose of business operations and decision-making
* Support the operations and trading teams with financial information and data needed for performance
* Cashflow and fund management
* Maintain the integrity of the financial data coming out of the accounting team
* Implement and maintain sound internal control environment
* Support, mentor, train and up-skill accounting team
*Requirements:*
* CA(SA), with 1-3 years' post-articles experience in or outside the firm
* Inherent leadership skills with the ability to mentor, influence and develop team members
* Must be able to thrive in an unstructured and ever-changing environment
* Strong interpersonal skills with ability to engage confidently with all levels of people within the business
Please note if you have not heard from us in 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable roles.
see Duties & Responsibilities
see Duties & Responsibilities
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzcxOTc0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1268993&xid=1555_71974
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2y
1
An excellent opportunity for a recently qualified SAIPA or SAICA Clerk to move into a junior management role at a medium sized accounting and auditing firm in the Boland.
* Oorsien 5 rekeningkundige klerke;
* Skakeling met kliente om inligting te bekom en rakende keerdatums;
* Skakel met kliente om navrae te hanteer;
* Nasien van rekeningkundige verwerking, BTW-opgawes, werknemersbelastingopgawes, finansiele state en inkomstebelasting opgawes.
* *SAIPA *geregistreer of B-Rek met *SAICA *klerkskap.
* Moet Afrikaans vlot praat, aangesien 99% van die kliente basis
Afrikaanssprekend is.
R 24 000 - R 30 000 pm
* *SAIPA *geregistreer of B-Rek met *SAICA *klerkskap.
* Moet Afrikaans vlot praat, aangesien 99% van die kliente basis
Afrikaanssprekend is.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU3MTc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1245538&xid=1555_57178
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2y
1
An excellent opportunity for a recently qualified SAIPA or SAICA Clerk to move into a junior management role at a medium sized accounting and auditing firm in the Boland.
* Oorsien 5 rekeningkundige klerke;
* Skakeling met kliente om inligting te bekom en rakende keerdatums;
* Skakel met kliente om navrae te hanteer;
* Nasien van rekeningkundige verwerking, BTW-opgawes, werknemersbelastingopgawes, finansiele state en inkomstebelasting opgawes.
* *SAIPA *geregistreer of B-Rek met *SAICA *klerkskap.
* Moet Afrikaans vlot praat, aangesien 99% van die kliente basis
Afrikaanssprekend is.
R 24 000 - R 30 000 pm
* *SAIPA *geregistreer of B-Rek met *SAICA *klerkskap.
* Moet Afrikaans vlot praat, aangesien 99% van die kliente basis
Afrikaanssprekend is.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU3MzA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1245585&xid=1555_57306
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2y
1
Somerset West, Western Cape: A luxury hotel situated in the Helderberg region has an opportunity for a Junior Finance Clerk to join their team, offering room for growth and advancement within the organisation. If you are ready to take the next step in your finance career, this is the perfect role for you.ONLY CANDIDATES WHO LIVE IN CLOSE PROXIMITY TO SOMERSET WEST WILL BE CONSIDERED FOR THIS POSITION
Key Responsibilities:
Responsibilities include but are not limited to the following:Provide administrative support to the Financial Manager and Finance Team
Conduct accounts payable reconciliations with precision and accuracy
Manage credit card reconciliations within a hotel environment, ensuring all transactions are accounted for seamlessly
Criteria:
Grade 12 coupled with a relevant financial qualification
At least 1 year experience in accounts payable reconciliations
Familiarity with credit card reconciliations, preferably within a hotel or hospitality setting
Strong attention to detail
Excellent telephone, verbal, and written communication skills in the English language
The ability to keep sensitive information confidential
Must be approachable, engaging and helpful
Must have good multitasking abilities
Remuneration:
R8000.00 Gross
Availability
As soon as possible Applicants must currently reside in close proximity to Somerset West or surrounding region and those who have hospitality exposure will be given preference for the position
SECTOR: Finance; Hospitality
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004680/CL&source=gumtree
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11h
1
Longstanding Non-Profit Organisation in the animal welfare sector offers a secure and varied role to a highly organised Accounts Administrator who is an excellent communicator, enjoys a busy day and has genuine empathy for animals.
This role is suited to people who live in the Bridgetown, Athlone, Cape Town area!!!!Responsibility:What we need you to do:
Responsible for counting cash, model dogs and donation tins.
Cash up Mobiles Driver/AWA, Hospital Reception, and when required, Mitchells’ Plain Receptionist daily takings
Responsible to drop the cash in the drop safe and summarise daily takings before Cash In Transit collection.
Capturing animal case figures monthly for all 4 branches.
Capture the retail pet products’ sales invoices weekly on Pastel.
Place stationery orders and retail pet products’ orders.
Keeping Asset Register up to date.
Assist with other administration duties as required
Assist Senior Accountant with the annual audit.
Relief Reception/Sales duties as required.
Manage the collection of donations for the Charity shop and the scheduling of donations’ pick - ups.
Liaison with regard to the periodic returns of Dosimeters and ensuring register
of receipts and returns correctly maintained.
Administration of sales to staff of pet products and personal toiletries
Liaise with suppliers and service providers to resolve queries and / or require assistance
Desired Experience & Qualification
What we need from you:
Grade 12 essential
Diploma / Certificate in Accounts or Bookkeeping preferred
Computer literacy in Pastel Accounting, MS Excel, MS Word, email and internet essential
2+ years’ relevant similar Accounts / Admin experience
Previous experience doing cash ups and reconciliations preferred
Willingness to learn and grow Bookkeeping skills
Highly organised, pay strict attention to detail and able to multi-task
Integrity and trustworthiness not negotiable
Assertive, with excellent communication skills
Genuine empathy for animals
Able to commence immediately advantageous
Package & Remuneration
What we offer you:
Salary R10-12500 pm
Pension Fund, Group Life Assistance and Disability Cover after 3 months’ of employment
Working Hours: 08h30 to 16h30 Monday to Friday
Team – orientated environment, with a focus on staff well-being
PLEASE EMAIL YOUR CV TO: ros@smilers.co.zaSalary: R10-12500 pm CTCJob Reference #: R1773Consultant Name: Roslyn Schmidt
12h
1
SURGO (PTY) Ltd. has partnered with a prominent retail group headquartered in the Western Cape. Since their establishment in 2012, they have provided exceptional services in the realm of Fast-Moving Consumer Goods (FMCG). Operating in the emerging markets, they consider their customers as part of their extended family. Their commitment is grounded in the principle of delivering on their promises "we believe in doing exactly what we say we're going to do". Join them in their journey to create meaningful experiences for both their team members and valued customers.
Our client is recruiting for an experienced Financial Accountant to join their team based in Blackheath, Cape Town.
Job Purpose:
The main function of this position is performing the financial accounting tasks which are required to produce the monthly management accounts. In this regard the financial accountant will have the support of a junior accountant, creditors clerks, and store based administration managers. Reporting to the Group Financial Manager.
Responsibilities:
• Processing of monthly journals (pay-roll, sales / cost of sales, depreciation, revenue and expense and general accruals, etc.) to finalise the monthly accounts
• Reconciliation of General Ledger clearing accounts, other General Ledger accounts, and resolution of outstanding's to ensure completeness and accuracy
• Produce the management accounts and perform the month end close process
• Maintenance of fixed asset registers (including accounting for additions and disposals)
• Periodic insurance reviews and update of insurance values through direct communication with the companies' insurance brokers
• Submission of statutory returns to SARS, and any further detailed information/reconciliations related to those submissions that may be requested.
• Produce the annual financial statements and prepare the necessary supporting working papers that may be required for the annual financial audits
• Attending to general financial administrative matters which includes communication with our service providers, (various Banks, Lessors, the Company's Distribution Centre, and External Auditors) Skills and Qualification required:
• Bcom Accounting Honours with 3 to 4 years' post qualification experience
• Alternatively a CASA with 2 years' post article experience
• Grade 12 Matric Certification
• 3 Years' Retail Experience (advantageous)
• Proficiency in Microsoft Excel
• Quick learner and efficient
• An approach which focuses on getting the work done correctly
• An ability to independently complete assigned tasks within identified time frames
Salary: Market related
Working Hours: 45 hours per week, Monday to Friday with every second Saturday half day (also willing to participate in stock takes)
Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202658 subject heading or email body.
Surgo (Pty) Ltd will consider all applicat...Job Reference #: 202658
12h
1
Firgrove Industrial Estate: Manufacturing concern is seeking to employ a recently articled Accountant. Reporting to the Financial Manager, the candidate will form part of their young dynamic financial team.
Duties include, but is not limited to:Processing cashbooks to trial balance
Calculating and compiling VAT returns
SARS reporting
Costing of products
Financial reporting
Requirements:Degree majoring in Accounting
Completed articles (Saipa, Cima, AGA)
Fully bilingual
Resides in the Helderberg area
Strong computer literacy especially Excel (advanced knowledge required)
SECTOR: Finance
https://www.placementpartner.co.za/wi/application_form.php?id=helderbergpersonnel&VacRef=SW004698/AM&source=gumtree
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12h
1
We are recruting an experienced individual to work as a Regional Manager towards Parow.
Responsible for business retention and growth
Drafting and implementing sales strategy plans
Effective resource management
Distribution channel management
Digital tool roll-out on regional level
Regional budget management
Recruitment and on-boarding of Sales Managers, Quality brokers and sales reps
Compile and submit sales committee reports
QA
Complaint management
Drive compliance
Must have, non-negotiables:
Completed Matric
NQF Level 5 - 120 FAIS credit - long term insurance qualification, for instance Wealth management certificate
DOFA
RE 1
RE 5
CPD points - long term insurance
No less than 5 years' long term insurance industry experience, with no less than 8 years' management experience
Excellent track record of growing a regional and getting team to reach targets
Clear criminal record, clear fraud record, clear ITC (Credit)
Proven track record
Proof of successes
Contactable references
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODc0NTUwODA1P3NvdXJjZT1ndW10cmVl&jid=1484471&xid=1874550805
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12h
1
Junior Bookkeeper Stellenbosch
Our client seeks a Junior Bookkeeper with 1-3 years of bookkeeping experience.
Salary: R10 000.00 - R17 000.00 (Depends on experience and qualification)
Start Date: ASAP
Position Type: Permanent
Requirements:
Matric required
1-3 years of Bookkeeping experience
Strong administrative background
Bookkeeping qualification advantageous
Deadline driven
Team player
Good communication skills ( written and verbal)
Responsibility:Duties:
Performing bookkeeping duties such as recording, posting and processing of day-to-day financial transactions and performing related reconciliations.
Assist in preparing invoices, credit notes and deal with suppliers/clients
Capturing of cashbooks
Assist with month-end closing procedures
General admin tasks relating to the business entity
Please apply online.
FROGG RecruitmentConsultant Name: Quinton Wright
12h
1
Description
Main PurposeTo recruit, maintain and develop sales representative and brokers and set targets.
Develop and maintain sales and marketing plan
Develop an integrated sales & marketing planImplement and align 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 are equipped with sufficient office documentation e.g. application formsHandle administration queries on behalf of dedicated brokersCheck business methods of dedicated brokers and advise accordinglyUpdate brokers on products and services regularlyEnsure computer software of brokers are up to date in respect of 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 targets are achievedMaintain business retention
Comply with FAIS requirements
Supervise representative when rendering services under supervisionSubmit supervision evidence to MSSI on a monthly basisMentor and train supervisee to ensure that they have a proper understanding of productsObserve meetings between representative and clients
Compliance
ComplaintsNumber of complaints ReceivedNumber of complaint referred for invest...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNTY1NjUzNzgwP3NvdXJjZT1ndW10cmVl&jid=1371268&xid=1565653780
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12h
1
If you are an experienced PA from the Parow area, with at least 2 years' experience working as a PA in the long term insurance industry, then read further.......
Our client has a permanent opportunity available, for a PA to support the Regional Manager of the Western Cape
Should have a Matric accompanies by a diploma in Office Administration or a Secretarial related diploma
Responsibilities will include:
Diary management
Travel management
Attend to claim requests
Draft reports and presentations
Minute taking
Attend to service provider payments
Project administration
PR functions
Must have:
Excellent English communication - written and verbal
Organised
Multi-tasker
Deadline driven
Detail orientated
Business writing skills
Report writing skills
Clear credit record, Clear criminal record, Clear fraud record
Great track record - reference checks will be done upfront
Only serious applicants will be considered
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzg5Mzg1MTI2P3NvdXJjZT1ndW10cmVl&jid=1538142&xid=2789385126
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1
Responsibilities 1) Advance and maintain a sales marketing plan
•Implement and align a marketing plan with a regional plan
•Update and renew the strategic plan on a regular basis
•Strategic plan progress reporting
•Translate the strategic plan to sales representatives
2) Initiate/Manage the recruitment process for Sales Representatives
•Advertise & market positions
•Accept application/s in accordance with FSCA requirements
3) Sales representative training
•Pre-course and post-course training
•On-the-job assessment of representatives
4) Initiate Coaching processes
•Motivate representatives & provide technical support
•Coaching to representatives
•Performance management
5) Broker training
•Manage administration queries
•Check business methods of dedicated brokers and advise accordingly
•Update brokers on products & services
•Ensure computer software is up to date
•Foster professional business relationships with brokers
6) Advance & identify new/ current markets
•Negotiate stop order markets
•Sustain contacts with key decision makers (new & old)
•Grow and retain market share
•Facilitate product presentations to market
7) Retain business & maintain production targets
• Ensure production targets are achieved
8) Comply with FAIS requirements
•Manage representatives when rendering services
•Submit supervision evidence to MSSI on a monthly basis
•Mentor and train to ensure a proper understanding of products
•Observe meetings between representative and clients
9) Compliance •Manage complaints - numbers received, referred for investigation, (Forensic) and number of complaints referred for Debarment Hearing
10) Training
•Awareness & refresher training
11) New Product
•Application form completion
•Financial Needs Analysis
•Record of Advice Ad hoc
• Ensure adherence to code of conduct & TCF
• Compliance to risk and audit requirements
• Display values and culture
• Assist team in achieving target/s
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzg1NzQ2NzU/c291cmNlPWd1bXRyZWU=&jid=782426&xid=278574675
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12h
1
Develop and maintain sales and marketing plan Develop an integrated sales and marketing planImplement and align marketing plan with regional plan and submit t management Review and update strategic plan on a regular basic Select applicants in accordance with FSCA requirements implementation of assessment selection battery Conduct training to sales representative Build professional business relationships with brokers Comply with FAIS requirements Supervise representative when rendering services under supervision Submit supervision evidence to MSSI on a monthly basis Deal and resolve queries and complaints Financial needs analysis Adhere to TCF
Requirements:
Matric Relevant qualification (Recognised by the FSCA)Regulatory examination level 5: Representatives Regulatory examination Level 1: Key Individuals Class of Business (Long term insurance and investments) (Depending on Date of appointment as Key individual in the industry)CPD1 - year management and oversight experience in categories A,B1,B2, C and retail pension funds 2 years Project Management 2 Years insurance industry experience At least 1 years advice and intermediary experience in category A, B1, B2, C and retail pension fund
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS84NzcwNTQyMTU/c291cmNlPWd1bXRyZWU=&jid=612543&xid=877054215
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12h
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