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Report directly to the Regional Compliance Manager. A completed B.Com (Accounting) plus SAICA articles is essential for this role and 1 years post article experience as well as own transport and willingness to travel to various sites / regions. Duties include: Performance of financial tasks as allocated per a business unit; identify and report administration and financial risks; conduct internal / formal / informal site audits; compilation of policies and procedures to cover risks identified; conducting finance and admin incident investigations; reviewing of audit programs and processes for relevancy; completion of ad hoc tasks as required by management; compilation of audit reports; reporting of critical issues; training of employees and development and compilation of training manuals. Own transport and valid drivers license essential.
https://www.executiveplacements.com/Jobs/F/FA-Compliance-Officer-Internal-Auditor-1254776-Job-Search-01-26-2026-00-00-00-AM.asp?sid=gumtree
13h
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Job Experience & Skills Required:Bachelors Degree in Computer Science or a related fieldExperience in Financial ServicesPower BISQLAzure security and network mappingSystem support, including software updates, patching, testing, and problem-solvingDatabase management, including database performance monitoring, optimization, and securityExperience in creating and managing database reports, visualizations, SSIS packages, and dashboardsProficient in data analysis and implementing marketing techniques and business strategiesExcellent communication and liaison skills to collaborate with all departments effectivelySolution-driven approach to challenges with an innovative mindsetApply Now! For more IT vacancies, please visit:
https://www.executiveplacements.com/Jobs/D/Data-Analyst-1062584-Job-Search-01-26-2026-00-00-00-AM.asp?sid=gumtree
13h
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Minimum requirements: Grade 12 + relevant tertiary qualificationExtensive experience in analysing market trends and strong ability to interpret and convey/communicate financial statisticsValid code 8 drivers licenceSolid understanding of basic financial / accounting practicesSite and LPM rolloutBusiness DevelopmentManagement of licensed sitesManagement and implementation of revenue generation strategiesSite complianceManagement of strategic relationshipsMonthly Reporting and Administrative TasksConsultant: Gameedah Stemmet - Dante Personnel Cape Town
https://www.executiveplacements.com/Jobs/A/AREA-MANAGER-1255756-Job-Search-01-26-2026-04-34-33-AM.asp?sid=gumtree
13h
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A senior actuarial opportunity is available for a qualified actuary who enjoys driving efficiencies and enhancing processes across actuarial functions. This role is well suited to a proactive individual who will lead a small team and work closely with the Head of Actuarial, as well as collaborate across key actuarial areas including Valuations, SAM, IFRS 17, and Budgeting.
https://www.executiveplacements.com/Jobs/S/Senior-Actuary-1255716-Job-Search-01-26-2026-04-18-25-AM.asp?sid=gumtree
13h
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A well-established professional services firm is looking for an experienced Audit Manager to take full ownership of audit and accounting engagements across a varied and dynamic client base. This role is ideal for a confident, hands-on professional who thrives in a leadership position and takes pride in delivering high-quality, compliant audit work.Working closely with senior leadership, you will be responsible for both technical excellence and people leadership. The role demands strong judgement, sound technical expertise, and the ability to manage multiple priorities independently while maintaining consistently high standards.Key ResponsibilitiesLead and manage the full audit lifecycle across multiple engagements, including planning, execution, review, completion, and final reporting, ensuring consistent quality and compliance with professional standards.Review and sign off audit files and deliverables, ensuring all working papers, financial statements, and reports meet IFRS / IFRS for SMEs, internal methodologies, and regulatory requirements.Provide technical leadership and oversight to audit teams, offering guidance on complex accounting and audit matters while maintaining high standards of risk management and quality control.Manage people, resourcing, and performance, including team supervision, coaching, workload allocation, scheduling, and formal performance evaluations.Build and maintain strong client relationships, acting as the primary point of contact, presenting findings to senior stakeholders, and contributing to proposals, advisory work, and business development initiatives.Oversee commercial and operational aspects of engagements, including timesheets, work-in-progress (WIP), fee recovery, and continuous improvement of audit processes and internal controls.Minimum RequirementsCA(SA)Minimum of 7 years audit experience within a public practice environmentAt least 4 years post-articles experienceSkills & CompetenciesStrong technical expertise across audit, accounting, and complianceProven leadership and staff development capabilityExcellent planning, organisation, and time management skillsClear, professional written and verbal communicationHigh attention to detail with a strong quality-driven mindsetAbility to perform under pressure and manage multiple deadlinesWhy This Opportunity Stands OutJoin a stable, performance-focused firm where your expertise will be recognised, trusted, and influential. This role offers genuine autonomy, exposure to decision-making, and the opportunity to make a visible impact on clients, teams, and the broader business.If you are ready to step into a role offering https://www.executiveplacements.com/Jobs/A/Audit-Manager-1255707-Job-Search-01-26-2026-04-14-40-AM.asp?sid=gumtree
13h
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An established insurance company is seeking to hire a highly skilled and experienced Underwriter for Personal Lines to join their team. This is an excellent opportunity for an professional with strong underwriting experience to grow their career within a reputable organisation. Your:Formal EducationMatricNQF 5 in Short-Term InsuranceRegulatory Exam Level 1A minimum of four (4) years Personal Underwriting experiencePersonal Lines Class of BusinessDOFA confirmation from FSBCardinal 360 system experience will be an advantagewill enable you to fullfill the following duties:Effectively maintaining underwriting standards and providing quality client service:Issuing new policies, renewals, and endorsements on the C360 System;Prepare new business quotes;Underwrite in accordance with standards, policies and procedures;Support the sales team in acquiring and retaining profitable business;Attend to administration and written communication;Ensure that all documentation is processed accurately & correctly;Ensure documentation is checked and authorised if appropriate prior to dispatch;Ensure queries are resolved as per company standards;Negotiating renewal terms and preparing the renewal documentation;Ensure renewal reviews are completed timeously;Ensure retentions are calculated;Request and monitor survey and survey requirements as per laid down procedures;Correct unprofitable policies;Ensure policies are not overexposed;Checking policies before sending to clients;Telephone contact with clients when they phone in with queries or amendments/ additional covers;Saving all work electronically.Service delivery to ensure customer satisfaction:Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards;Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved;Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals;Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.Maintain effective people practices:Align own behaviour with the organisations culture and values;Share and transfer product, process, and systems knowledge to colleagues;Collaborate and work with the Underwriting team to ensure required service levels are delivered.Continuous improvement to ensure effective service:Ensure adherence to or
https://www.jobplacements.com/Jobs/U/UNDERWRITER-PERSONAL-LINES-1255544-Job-Search-1-26-2026-1-26-42-AM.asp?sid=gumtree
13h
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Company and Job DescriptionOperating within a dynamic stock-driven environment, this business is actively involved in operational finance, FOREX and African currency exposure. The Financial Manager will work closely with operations and senior management, playing a critical role in controlling margins, managing risk and driving financial discipline.This is a true ops finance role, not a passive oversight position. The business values initiative, commercial thinking and accountability.Why consider this role?- Strong operational exposure in a trading environment- Hands-on involvement with FOREX and African currencies- Visibility and influence across the business- Market-related salary with flexibility for the right candidateKey Responsibilities- Full financial management function (end-to-end)- Operational finance support to stock and trading teams- Managing and monitoring FOREX and African currency transactions- Stock control, costing and margin analysis- Cash flow management and forecasting- Monthly management reporting and variance analysis- Ensuring financial controls and complianceJob Experience and Skills RequiredEducation:- BCom Accounting / Finance- SAIPA or SAICA qualification (non-negotiable)Experience:- 35+ years post-qualification experience- Proven experience in a stock-driven / operational finance role- Exposure to FOREX and African currencies essentialSkills:- Strong Excel and ERP system experience- Commercial and operational mindset- Ability to work closely with non-financial stakeholdersOther Requirements:- Based in or willing to commute to Germiston (JHB East)- Male candidates encouraged to apply- Hands-on, resilient, execution-focused personalityApply now!If youre an operationally minded Financial Manager who enjoys being close to the action, lets talk.For more exciting Finance / Engineering / IT / Supply Chain / Commercial & C-Suite vacancies, please visit:
https://www.executiveplacements.com/Jobs/F/Financial-Manager-1255704-Job-Search-01-26-2026-04-14-39-AM.asp?sid=gumtree
13h
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About the Role:At Fedgroup, we work closely with a strong broker network to deliver trusted financial solutions to our clients. Were looking for a Broker Consultant to help grow and strengthen this network while driving sales across our product offering.This role is ideal for a commercially minded, relationship-driven professional who enjoys networking, understands financial products, and is motivated by achieving clear sales targets. Youll play a key role in expanding our broker footprint and supporting brokers to succeed in a competitive market.What Youll Be Working On:Youll focus on identifying and onboarding new broker partners, building long-term relationships, and driving sales growth. This includes educating brokers on products and enhancements, keeping them informed of updates, supporting them with training, and identifying opportunities for tailored solutions.Youll also stay close to market and industry trends, track sales performance, and provide regular feedback and insights to support ongoing product and strategy development.What Youll Bring:Proven experience in sales, ideally within the financial services sectorStrong understanding of financial products, market trends, and South African regulatory requirementsExcellent communication, relationship-building, and negotiation skillsA results-driven mindset with a track record of meeting or exceeding targetsSelf-motivation with the ability to work independently and collaborativelyQualifications:Bachelors degree in Finance, Economics, Business, or a related field (preferred)RE 5 (required)Why Join Fedgroup:Build and grow meaningful broker relationshipsRepresent a trusted and established financial services brandPlay a visible role in driving sales and distribution growthWork in a dynamic, relationship-focused environment
https://www.jobplacements.com/Jobs/B/Broker-Consultant-Tshwane-1255564-Job-Search-1-26-2026-2-28-14-AM.asp?sid=gumtree
13h
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Our client is looking for a commercial underwriter that will be able to do the following:Risk Assessment and Analysis:Analyse and interpret data related to commercial risks, including property, liability, motor, engineering, and other short-term insurance lines.Review applications, inspection reports, and financial statements to determine the degree of risk for potential clients.Assess external factors affecting risk, such as economic trends, regulatory changes, and claims history.Underwriting Decisions:Make informed decisions about whether to accept or decline insurance applications.Determine appropriate terms, coverage limits, premiums, and conditions for policies.Negotiate terms and conditions with brokers and clients within delegated authority.Portfolio Management:Manage an assigned book of business, monitoring performance and profitability.Regularly review the portfolio for adverse trends and take corrective action where necessary.Renew existing policies and adjust terms based on updated risk evaluations.Broker and Client Relationship Management:Develop and maintain strong relationships with insurance brokers, agents, and direct clients.Provide expert advice and guidance on insurance solutions, policy wording, and claims processes.Deliver responsive, professional service to ensure high levels of broker and client satisfaction.Conduct client and broker visits as required to deepen understanding of risks and business operations.Compliance and Documentation:Ensure all underwriting activities comply with company policies, regulatory requirements, and best practices.Accurately document decisions, correspondence, and policy details in the underwriting system.Participate in internal and external audits as required.Product Development and Innovation:Contribute to the development and refinement of insurance products by providing underwriting insights and suggestions.Keep abreast of emerging risks, technologies, and trends in the commercial insurance market.Participate in product launches and training sessions for brokers and clients.Claims Collaboration:Work closely with the claims department to understand loss trends and improve underwriting guidelines.Assist in complex claim investigations where underwriting input is required.Formal education: MatricCommercial Lines Class of BusinessRegulatory Exam Level 1NQF 5 in Short-Term InsuranceA minimum of five years of relevant commercial underwriting experience
https://www.jobplacements.com/Jobs/C/COMMERCIAL-UNDERWRITER-1255567-Job-Search-1-26-2026-2-48-58-AM.asp?sid=gumtree
13h
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Requirements:Grade 12BCom Accounting or similar (completed by end of 2026) - Essential Valid drivers license Computer literateFluent in Afrikaans and English (Essential)Responsibilities:Duties as set out by SAICAPlease note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.
https://www.jobplacements.com/Jobs/S/SAICA-Article-Clerk-2027-1255653-Job-Search-01-26-2026-04-07-31-AM.asp?sid=gumtree
13h
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To provide comprehensive administrative leadership and support within the financial and wealth management environment. This role combines hands-on administrative duties with team leadership responsibilities, ensuring efficient operations, compliance with industry regulations, and superior client service delivery. The position requires a proactive, highly organized individual with strong communication, multitasking, and problem-solving skills.Formal Education and Experience:National Senior Certificate (Grade 12 / Matric) NQF Level 435 years experience in a senior administrative or team leader role within the wealth management and financial services sectorProven track record in team leadership, office administration, and process improvementProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)Fluent in Afrikaans and English (spoken, written, and read)Knowledge of FICA, FAIS, and financial industry compliance requirementsExperience in project coordination or change management advantageousKey Responsibilities:Administrative and Operational SupportOversee and participate in day-to-day administrative processes to ensure efficient and compliant operations.Prepare, edit, and distribute professional correspondence, reports, and documentation.Ensure all client documentation meets FICA and FAIS requirements.Handle confidential information and maintain accurate client and organizational records.Manage incoming calls and client correspondence promptly and professionally.Coordinate and prepare materials for client meetings and ensure accurate recordkeeping.Ensure office supplies, equipment, and vendor relationships are efficiently managed.Leadership and Team ManagementLead, supervise, and develop the administrative support team.Allocate workloads, monitor performance, and provide ongoing mentorship and training.Foster a positive, collaborative, and accountable work culture.Conduct performance reviews and implement improvement plans where necessary.Support onboarding of new administrative staff and oversee continuous team development.Process Improvement and ComplianceEvaluate and streamline administrative workflows for improved efficiency.Ensure adherence to internal policies, procedures, and regulatory standards.Implement best practices to optimize service delivery and client satisfaction.Assist in compiling performance reports and presenting insights to senior management.Client RelationsServe as a primary point of contact for clients and internal stakeholders.Demonstrate professionalism, empathy, and discretion in all client interactions.Manage client queries, complaints, and follow-ups in coordination wi
https://www.jobplacements.com/Jobs/T/TEAM-LEADER-FINANCE-ADMINISTRATION-1255547-Job-Search-1-26-2026-1-30-03-AM.asp?sid=gumtree
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JOB DESCRIPTION: Job Title: Filing Clerk Finance and HR AdminEmployment Type: 1 Year Contract (Extendable) Work Location: Gauteng, Johannesburg JOB CONTEXT:Were on the lookout for an organized, detail-loving Junior Finance & HR Admin Filing Clerk to join our Finance and HR teams! This entry-level role is perfect for someone at the start of their career who enjoys keeping things neat, structured, and running smoothly behind the scenes. Youll play an important part in managing documents, supporting daily admin tasks, and helping our finance and HR operations stay on track.DUTIES AND RESPONSIBILITIES:Finance Administration Support:File and maintain financial documents such as invoices, receipts, payment records, and expense reports.Assist with data capturing and updating financial records.Organize and archive finance files (physical and electronic).Support the finance team with general administrative tasks as required.HR Administration Support:File and maintain employee records in line with company policies.Assist with onboarding documentation for new employees.Help update HR databases and employee information.Support HR with general admin and filing duties.General Administration:Ensure all documents are accurately labeled, stored, and easily retrievable.Maintain confidentiality of financial and employee information.Assist with scanning, copying, and document distribution.Perform other administrative duties as assigned.QUALIFICATION & EXPERIENCE REQUIREMENTS:Grade 12 / Matric (or equivalent).Basic knowledge of office administration.Computer literacy (MS Word, Excel, email).Strong attention to detail and organizational skill.Good communication and interpersonal skills.Ability to work accurately and meet deadlines.Willingness to learn and take instructions.Time management and multitasking abilities.High level of integrity and confidentiality.Previous admin, finance, or HR exposure. (Advantageous)Relevant certificate or diploma in Finance, HR, or Administration. (Advantageous)PACKAGE & REMUNERATION:Compensation will be determined based on qualifications, applicable experience, and previous earnings.
https://www.jobplacements.com/Jobs/F/Filing-Clerk-Finance-and-HR-Admin-1255720-Job-Search-01-26-2026-04-21-06-AM.asp?sid=gumtree
13h
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Mininmum Experience - Matric- B.Comm degree - No experience needed- Confident and articulate- Willingness to learn and succeed- Organised and excellent planning skills Consultant: Alicia Bodenstein - Dante Personnel Pretoria Faerie Glen
https://www.jobplacements.com/Jobs/S/SAIPA-Trainee-2026-1255550-Job-Search-01-25-2026-22-35-28-PM.asp?sid=gumtree
13h
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Our client is looking for a commercial underwriter that will be able to do the following:Risk Assessment and Analysis:Analyse and interpret data related to commercial risks, including property, liability, motor, engineering, and other short-term insurance lines.Review applications, inspection reports, and financial statements to determine the degree of risk for potential clients.Assess external factors affecting risk, such as economic trends, regulatory changes, and claims history.Underwriting Decisions:Make informed decisions about whether to accept or decline insurance applications.Determine appropriate terms, coverage limits, premiums, and conditions for policies.Negotiate terms and conditions with brokers and clients within delegated authority.Portfolio Management:Manage an assigned book of business, monitoring performance and profitability.Regularly review the portfolio for adverse trends and take corrective action where necessary.Renew existing policies and adjust terms based on updated risk evaluations.Broker and Client Relationship Management:Develop and maintain strong relationships with insurance brokers, agents, and direct clients.Provide expert advice and guidance on insurance solutions, policy wording, and claims processes.Deliver responsive, professional service to ensure high levels of broker and client satisfaction.Conduct client and broker visits as required to deepen understanding of risks and business operations.Compliance and Documentation:Ensure all underwriting activities comply with company policies, regulatory requirements, and best practices.Accurately document decisions, correspondence, and policy details in the underwriting system.Participate in internal and external audits as required.Product Development and Innovation:Contribute to the development and refinement of insurance products by providing underwriting insights and suggestions.Keep abreast of emerging risks, technologies, and trends in the commercial insurance market.Participate in product launches and training sessions for brokers and clients.Claims Collaboration:Work closely with the claims department to understand loss trends and improve underwriting guidelines.Assist in complex claim investigations where underwriting input is required.Formal education: MatricCommercial Lines Class of BusinessRegulatory Exam Level 1NQF 5 in Short-Term InsuranceA minimum of five years of relevant commercial underwriting experience
https://www.jobplacements.com/Jobs/C/COMMERCIAL-UNDERWRITER-1255568-Job-Search-1-26-2026-2-49-41-AM.asp?sid=gumtree
13h
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Company and Job DescriptionThis opportunity sits within a stable yet growing organisation operating across stock, imports and exports, offering exposure to foreign currency transactions and operational finance.Youll work closely with management, gaining visibility across the full finance function while developing strong commercial insight. The environment suits a proactive, curious accountant who wants more than routine month-end work.Whats in it for you?- Hands-on role with real responsibility- Exposure to FOREX and cross-border transactions- Tight-knit team, no corporate red tape- Ideal stepping stone for long-term finance growthKey Responsibilities- Full financial accounting function up to management accounts- Processing and management of FOREX transactions- Stock accounting, reconciliations and variance analysis- Imports and exports accounting, including costings- Monthly reporting, journals and balance sheet reconciliations- Supporting audits and year-end processesJob Experience and Skills RequiredEducation:- BCom Accounting / Finance- Honours, CIMA or completed Articles (advantageous)Experience:- 35+ years experience as a Financial Accountant- Exposure to stock, imports & exports environments- Practical FOREX experience (non-negotiable)Skills:- Strong Excel skills- ERP system experience- High attention to detail with a commercial mindsetOther:- Based in or willing to commute to Edenvale (JHB East)- Strong communication and ownership mindsetApply now!If this role matches your experience, lets talk.For more exciting Finance / Engineering / IT / Supply Chain / Commercial & C-Suite vacancies, please visit:
https://www.executiveplacements.com/Jobs/F/Financial-Accountant-1255702-Job-Search-01-26-2026-04-14-39-AM.asp?sid=gumtree
13h
Executive Placements
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The Employee Benefits Portfolio Administrator will be responsible for the effective coordination and administration of employee benefits portfolios. The role requires strong technical knowledge of retirement fund processes, including claims, transfers, month-end activities, and reporting. The incumbent will work closely with internal teams, clients, and external stakeholders to ensure service level agreements are met. Accuracy, compliance, and timely execution are central to the success of this position.Key ResponsibilitiesProcess disinvestment and claims requests in line with regulatory requirementsGenerate, review, and submit ROTs and tax applicationsProcess, validate, and authorize EFT payments and claim lettersManage section 14 claims, transfers in and out, and related reportingOversee claims SLA management, tracking, and reportingProcess and review month-end contributions and cash outflowsValidate and authorize investment trades and pricingManage section 14 and individual transfers into portfoliosPrepare audit working papers and resolve audit queriesPerform monthly bank reconciliations and month-end accountingCompile and deliver client, internal, and regulatory reportsFacilitate internal and external training sessions and client meetingsLog, manage, and escalate queries appropriatelyReview, validate, and authorize portfolio transactionsPlan, monitor, and sign off on daily activities and ad hoc projectsKey AttributesHigh attention to detailStrong time management and organizational skillsAbility to work independently and show initiativeProfessional communication skills at all levelsAbility to perform under pressure and meet deadlinesRequirementsMatric or equivalent qualificationBachelors degree or equivalent tertiary qualification (advantageous)Certificate of Proficiency in Retirement Funds (COP)Minimum of 5 years experience in an employee benefits or retirement fund administration environmentExcellent working knowledge of MS Office, including advanced ExcelEverest system experience (essential)Strong numerical and analytical skillsAfrikaans proficiency (Preferred) RemunerationR25 000 - R30 000 monthly **Please note that only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/E/Employee-Benefits-Portfolio-Coordinator-1255711-Job-Search-01-26-2026-04-15-23-AM.asp?sid=gumtree
13h
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The responsibilities will include, but are not limited to:Maintaining debtors accounts.Daily reporting on debtors and overdue accounts.Trade agreements.Credit limits.Follow up and report outstanding accounts.Provide support to the sales team.Minimum Requirements:Matric + Relevant qualification5 years of experienceRetail customers experienceProficient in ExcelApply now!Disclaimer
https://www.jobplacements.com/Jobs/C/Credit-Controller-1255719-Job-Search-01-26-2026-04-20-56-AM.asp?sid=gumtree
13h
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About the Role:At Fedgroup, we work closely with a strong broker network to deliver trusted financial solutions to our clients. Were looking for a Broker Consultant to help grow and strengthen this network while driving sales across our product offering.This role is ideal for a commercially minded, relationship-driven professional who enjoys networking, understands financial products, and is motivated by achieving clear sales targets. Youll play a key role in expanding our broker footprint and supporting brokers to succeed in a competitive market.What Youll Be Working On:Youll focus on identifying and onboarding new broker partners, building long-term relationships, and driving sales growth. This includes educating brokers on products and enhancements, keeping them informed of updates, supporting them with training, and identifying opportunities for tailored solutions.Youll also stay close to market and industry trends, track sales performance, and provide regular feedback and insights to support ongoing product and strategy development.What Youll Bring:Proven experience in sales, ideally within the financial services sectorStrong understanding of financial products, market trends, and South African regulatory requirementsExcellent communication, relationship-building, and negotiation skillsA results-driven mindset with a track record of meeting or exceeding targetsSelf-motivation with the ability to work independently and collaborativelyQualifications:Bachelors degree in Finance, Economics, Business, or a related field (preferred)RE 5 (required)Why Join Fedgroup:Build and grow meaningful broker relationshipsRepresent a trusted and established financial services brandPlay a visible role in driving sales and distribution growthWork in a dynamic, relationship-focused environment
https://www.jobplacements.com/Jobs/B/Broker-Consultant-Johannesburg-1255565-Job-Search-1-26-2026-2-31-06-AM.asp?sid=gumtree
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Job Placements
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Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:Formal Education:Matric and relevant industry-related degreeExperience:A minimum of five years relevant experience in the financial services industryCritical Competencies:Knowledge AdministrationTechnologically literate (MS Office, Excel)Good internet skills - email programPrinciples of sound English and Afrikaanswill enable you to:People:Proactively manage all client queries and process their requests accurately and with due care and diligence;Interact with clients, staff and stakeholders;Regular interaction with clients, colleagues and management to ensure the effective and efficient delivery of administrative and planning requirements.Processes:Arrange and finalize all repurchases, loans and surrenders and replacements;Monitor maturities and report back to the advisor;Arrange appointments and manage the advisors diary, ensure reviews are set-up;Arrange flights and transfers for advisor when travelling to client visits;Arrange invoices and quotes where applicable;Timeously arrange for applications and switch forms and ensure documents are complete and accurate;Submit new business timeously and accurately and follow up on the process;Provide daily feedback to advisor on all business in process;Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case;Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times;Assist with the planning where advisor markets his services;Gather and prepare information for client meetings, including but not limited to initial meeting and client reviews;Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices;Ensure correct broker code allocated to clients, keep records of any changes;Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time;Responsible for ensuring all FAIS and FICA compliance documents are on record, monitor and assist advisor with
https://www.jobplacements.com/Jobs/S/SNR-ADMIN-ASSISTANT-FOR-FINANCIAL-ADVISOR-1255546-Job-Search-1-26-2026-1-29-04-AM.asp?sid=gumtree
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Functions & Experience:Invoicing & QuotationsLoading of orders on Pastel PartnerAssisting clientsAssisting with Debt collectionGeneral office admin P.A. for the Production ManagerMinimum 5 years Debtors experienceKey Skills:Computer literacy: Pastel Partner & Ecel proficientAttention to detail - careful, precise, and thorough when quoting or invoicing clientsAble to remain focused on time sensitive tasks in a fast paced environmentAble to work unsupervised
https://www.jobplacements.com/Jobs/D/Debtors-Clerk-Pastel-1255540-Job-Search-01-26-2026-00-00-00-AM.asp?sid=gumtree
13h
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