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Johannesburg - To market and sell the Banks Wealth Management Products within the respective region by providing excellentservice to customers and adherence to the banks policies and procedures. MAIN FUNCTIONS OF THE JOB INCLUDE:Wealth Managemento Conducts marketing and sales of the unit trust products.o Ensures Wealth Management Sales budgets are meto Provides clients with efficient service and professional advice on the products.o Ensure that all applications forms are completed, and correspondence is provided to the Client.o Engage in marketing activities hosted by the Banko Ensure that regular contact sessions are held with Clients, thereby keeping them abreast of theirinvestment portfolios and explore further investment opportunities with Clients.o Ensures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutualtimeously and that all FICA and compliance is done before opening these accounts.o Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensurethat the correct product is recommended.Sales and Marketingo Attend to new clients by offering them the Banks Products as well as servicing existing clients and offeradditional services.o Meets with clients at their convenience at the Branch or at clients premiseso Markets and sells the Banks productso Acquires new clients by requesting qualified leads from existing clients, other departments and leadsgenerated internally or by customer serviceo Conducts a needs analysis on products and services in order to make recommendations to clients.o Offers advice to clients based on their wealth management needso Ensures all requirements are met in order to conclude the transactionClient Relationshipo Develops constructive and cooperative working relationship with clients, and maintaining them over timeo Attends to all clients Wealth requests and querieso To ensure that existing clients are contacted annually to discuss their portfolio and assist with anyrequirements.o To ensure existing clients are managed and cater for ad hoc requests.o Provides an efficient and effective service to all clients at all times in order to promote the Banksserviceso Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visitingclients and addresses client concerns by listening to any concerns/complaints in an efficient andappropriate manner in line with the professional image of the bank and providing an effective solution tothe benefit of both the bank and the clientAdministrationo Maintain a client visit register on SharePoint by updating information weeklyo Ensure that all administration regarding information meets FAIS and FICA legislative requirements.o All sales must be recorded in the schedule on share point as and when new business is concluded.o Follow up with the unit trust companies in order to ensure that the business is recorded accuratelyQUALIFICATIONSo An Accounting / https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUzNzkxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1202113&xid=1266_53791

Other

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CFO & Practice Finance Business Partner (ZA)FinanceJob description Allen & Overy is a leading global law firm operating in over thirty countries. By turning our insight, technology and talent into ground-breaking solutions, we’ve earned our reputation as a firm that leads the industry and opens up new possibilities in law. Our lawyers are leaders in their field – and the same goes for our support teams. Ambitious, driven and open to fresh perspectives, we find new ways to deliver our services and maintain our reputation for excellence, in all that we do. Role purpose To lead the South African Finance function, manage the Finance team and act as a business partner and advisor to the Partnership. The role is responsible for the financial operations, technical and regulatory financial compliance, general finance and business services support to the business This role also acts as the commercial and financial advisor to the Practice. The role provides high quality, front-line finance support and advice to key groups of stakeholders. Key relationships Managing Partner & Partners in the office, particularly the Finance and Business Services committee Finance leads in other jurisdictions The Group Finance and Partnership & Tax teams Other support heads in the office/region The firm’s auditors, tax advisors, BBBEE consultants and other external parties and clients as required Role and responsibilities Strategic and Finance Leadership Financial, commercial business partner to the South African business and Partner group, covering all aspects of financial and commercial advice and management A collaborative member of the office leadership team, taking the lead in the Finance and Business Services committee Collaborating with, and advising on financial matters, business support functional Heads Able to prepare and deliver in-depth financial analysis accompanied by insightful narrative on the financial and commercial areas of the business for strategic and operational discussions Build relationships and influence at the highest levels; present at partner meetings and other forums Participate in discussions on the future growth strategies and planning for the business Assist and mentor new partner hires or internal promotes Active member of the Global Finance Community within Allen & Overy Well networked within the South African finance and business community Operational Financial Management Lead Finance team and direct management responsibility for the South African finance function Work closely with the Belfast Service Centre, where some transactional services are provided for SA Accountability for all local statutory and Group compliance requirements (taxes, financial reporting etc), complete and accurate accounting records, local and group IFRS accounts and for all financial processes, controls and p https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yOTJfMjQwODIxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1157657&xid=292_240821

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*Purpose of the Job: *To ensure that the departmental accounting systems, policies and procedures are being implemented. To verify the validity, completeness, integrity, and accuracy of financial information for both revenue and expenditure. Deliver a strategic partnership to the business: - * Analyse financial information * Provide robust financial control to optimise performance for decision making * Act as a strategic advisor to the business * Seek new opportunities for the business to become efficiency focused, i.e. agile decisions, automation of processes, digital footprint opportunities on a proactive basis *Main Responsibilities* * *1. **Cost of sales activities* * *2. **Month end closing and reporting activities* * *3. **Process creation/maintenance* * *4. **Reporting * * *5. **Cost Savings / Efficiency Focus* * *6. **Perform any other related duties as requested by Management* *Tasks* * Identify the relevant sources to account for relevant cost of sales items. * Define specific information required from sources to account for costs in accordance with IFRS. * Implement the processes required to produce cost/revenue information on a monthly basis. * Identify, implement and perform required controls in the processes to ensure accurate information is produced on a monthly basis. * Determine and implement control indicators to validate monthly information during the reporting cycles. * Communicate accrued amounts to the Business Partners and/or vendors for invoicing. * Review accuracy and allocation of invoices that were allocated * Investigate any possible over/under accruals and amend future calculations methods, processes or information to ensure accurate accruals. Liaise with the business partner on this process * Ensure all reversing journals reversed correctly from previous month. * Validate monthly information received by reviewing control indicators. * Identify any discrepancies and investigate the root cause with source systems * Calculate unearned revenue release or deferral at month end. * Calculate and account for any relevant discounts. * Review reconciliations for all revenue and expense accounts * Investigate any discrepancies and alert Financial Reporting team with any late adjustments to revenue figures and/or cost figures * Balance intercompany before trial balance close deadline. * Analyze current month revenue and cost numbers against budget and prior month figures. * Provide logical explanations for movements against budget and prior month figures. * Populate supporting information relating to revenue and cost drivers. * Perform/review reconciliations for relevant General Ledger accounts * Ensure that all balance sheet accounts are accounted for all balances are accurate * Ensure that write offs are done timeously * Review all supplier reconciliations * Review all customer reconciliations * Evaluate the need of official processes/procedures for the tasks under responsi https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzYwNzQ5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1249000&xid=1555_60749

Woodmead

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Salaried Financial Advisor at Old Mutual

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What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led. What is required of you? Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important. What do we need from you? * A Grade 12 (Matric) certificate * FAIS compliance * RE5 an advantage * A valid Drivers licence and your own car * A clear criminal and credit check * A minimum of 3 years working experience (preferably in sales) * Proven computer literacy (MS Office suite) * Excellent communication skills (written and verbal) What we can do for you! Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process. Responsibilities As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2ODBfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147902&xid=1554_5680

Centurion

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*Junior Accountant (JB1627)* *Junior Accountant (JB1627)* Edenvale, Johannesburg R15 000 – R20 000 Duration: Permanent *Company Overview* Our client works with highly successful families who have created significant wealth through years of hard work and sacrifice. They help their clients preserve, diversify and deploy their wealth effectively with an emphasis on the maintenance of their lifestyles through varying economic environments. As experienced investment advisors our client resists fads and group think. They focus their energies on identifying the managers and strategies that they believe can deliver consistent, prudent returns relative to a client’s investment goals and tolerance to risk. *Minimum Requirements* Qualifications (ACA, ACCA or CIMA) Excellent knowledge of MS Office and familiarity with relevant computer software Excellent knowledge of Sage One Accounting Proven experience as a junior accountant Excellent organizing abilities Great attention to detail Good with numbers and figures and an analytical acumen Good understanding of accounting and financial reporting principles and practices *Job Description* Post and process journal entries to ensure all business transactions are recorded Update accounts receivable and issue invoices Update accounts payable and perform reconciliations Assist in the processing of balance sheets, income statements and other financial statements according to legal and company accounting and financial guidelines Ensuring Company compliance is kept up to date in terms of CIPC Assist with reviewing of expenses, payroll records etc. as assigned Update financial data in databases to ensure that information will be accurate and immediately available when needed Prepare and submit monthly reports Assist auditors in the preparation of yearly closings Assist with other accounting projects *Minimum Requirements* Qualifications (ACA, ACCA or CIMA) Excellent knowledge of MS Office and familiarity with relevant computer software Excellent knowledge of Sage One Accounting Proven experience as a junior accountant Excellent organizing abilities Great attention to detail Good with numbers and figures and an analytical acumen Good understanding of accounting and financial reporting principles and practices R15 000 – R20 000 Duration: Permanent *Minimum Requirements* Qualifications (ACA, ACCA or CIMA) Excellent knowledge of MS Office and familiarity with relevant computer software Excellent knowledge of Sage One Accounting Proven experience as a junior accountant Excellent organizing abilities Great attention to detail Good with numbers and figures and an analytical acumen Good understanding of accounting and financial reporting principles and practices https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzI2NTA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1191538&xid=1555_26506

Edenvale

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What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. What is required of you? Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important. What do we need from you? * A Grade 12 (Matric) certificate * FAIS compliance * RE5 an advantage * A valid Drivers licence and your own car * A clear criminal and credit check * A minimum of 3 years working experience (preferably in sales) * Proven computer literacy (MS Office suite) * Excellent communication skills (written and verbal) What we can do for you! Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Responsibilities As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance and completion of accredited courses and programmes. *Desired Skills: * * Financial Advisory * Drivers Licence * Matric *Desired Qualification Level: * * Grade 12 / Matric *About The Employer: * As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led. *Employer & Job Benefits: * * Vehicle Allowance https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzExMjE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1197876&xid=1554_11214

Alberton

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financial advisor jobs in Johannesburg (5 results)

Results for financial advisor jobs in Accounting & Finance Jobs in Johannesburg