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Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner 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.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and 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 Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 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.To Apply, 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 Accounting & Finance Jobs in Umhlanga in Umhlanga
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As a Professional Tax Accountant, you will provide full accounting service offerings to the companys clients. The ideal candidate will be meticulous, detail-oriented, and enthusiastic. If you thrive in a dynamic environment, enjoy multitasking, and have excellent interpersonal and client-relational skills, this role is for you!Responsibilities:Manage full accounting and tax function portfolio.Produce monthly management reportsFull accounting function to trial balanceDrafting of annual financial statements for companies, trusts, and sole proprietors on CaseWareProvide advice on all tax and accounting mattersMust have experience on e-filing (SARS)Must be able to work well under pressure and meet deadlinesPrepare and submit income tax returns for individuals and companies, VAT returns for sole proprietors, and trustsPrepare VAT returns for sole proprietors, companies and trustsCompetent to attend to all SARS correspondenceFiling of notices of objections and suspension of debt on e-filingConduct themselves in a professional mannerMust be willing to travel to clientsResponsible for keeping up to date with Tax laws and RegulationsOptimize tax strategies and minimize tax liabilities for clientsTax planning Compliance supportAdvisory services Minimum Requirements: Accounting degree or Higher Diploma Completed articles (Advantageous)Affiliations to SAIPA, ACC, CIMA (Advantageous)Pastel experience and knowledgeFluent knowledge of CaseWare and Pastel is imperative2 - 5 years experience in an accounting environmentOwn Vehicle and a Valid drivers license Remuneration: R25 000 - R30 000 monthlyWorking hours:Monday - Friday 08H00 - 16H30**Please note that only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/T/Tax-Accountant-1197826-Job-Search-06-26-2025-04-14-11-AM.asp?sid=gumtree
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As a Senior Bookkeeper, you will play an important role in managing a diverse portfolio of clients, ensuring accurate financial records, VAT reconciliations, and monthly management accounts. Key Responsibilities: Manage a portfolio of monthly clients from data capture through to balance sheet reconciliationsPrepare and reconcile VAT returnsCompile accurate monthly management accountsIdentify, investigate, and resolve accounting errors or discrepanciesEnsure meticulous attention to detail and compliance with statutory requirementsRequirements:Matric (Non-negotiable)Relevant qualification within Bookkeeping / Finance Xero experience (experience advantageous)Proven bookkeeping experience, ideally within an accounting firm environmentHigh attention to detail and strong numerical accuracyProactive in problem-solving and resolving discrepanciesA team player with a hands-on, willing to get stuck in attitudeRemuneration: R25 000 - R28 000 monthly**Only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/S/Senior-Bookkeeper-1260158-Job-Search-02-06-2026-10-30-40-AM.asp?sid=gumtree
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