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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
Trainee Insurance Broker | Stellenbosch
You will be employed as a Trainee Insurance Broker.
After five years of training, you will qualify as an Insurance Broker.
Your working hours are weekdays: 8am - 5pm
You will receive training in all aspects of
Administration; Claims Handling; Client Advice; Insurance Market Liaison as
well as taking your Insurance and Regulatory Exams.
You will receive a Training Salary, which will
adjust each month.
REQUIREMENTS: You are Principled and Reliable; Driver's License;
Above average in Afrikaans and English; Above average Reading and Writing
Skills; Above average Microsoft Office Skills; Above average Typing Speed;
Disciplined; Teamwork; Able to work under pressure; Punctual as well as
University exemption
You must preferably live near STELLENBOSCH.
Please send your One Page CV to smutsm@yahoo.com [smutsm@yahoo.com]
If you do not receive feedback within three weeks
of the closing date, you can assume that other candidates have been considered
for the position.
Please send your One Page CV to smutsm@yahoo.com [smutsm@yahoo.com]
Stellenbosch
A well established Law Firm seeking an experienced Legal Bookkeeper . This role requires a detail driven professional with extensive experience in legal trust accounting and advanced knowledge of PASTEL. Daily management of trust and business cash books .Processing and reconciliation of trust transactions and business accounts. Monthly and annual trust and business reconciliations Business and trust audits . Proven, hands-on experience with legal accounting * Solid understanding of trust and business accounting rules and compliance standards * less
Newlands
Results for welling in "welling" in Accounting & Finance Jobs in South Africa in South Africa
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SALES CONSULTANTProactively seeking a motivated individual to join our dynamic team.Looking for a target driven Sales Consultants who are passionate about sales and customer service.The individual MUST BE, well spoken, possess the ability to manage and build strong customer relationships, identify new potential clients & promote products increasing sales. Minimum requirements: Grade 12 Certificate or NQF Level 4 South African ID Smart phoneSkills: Strong prioritization of duties to maximize return on effort Communication Skills are Essential Self-Disciplined and Motivated Learner Mindset Willing to learn
https://www.jobplacements.com/Jobs/S/Sales-Consultants-1268648-Job-Search-3-5-2026-1-35-15-AM.asp?sid=gumtree
8d
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Job DescriptionDo you have Personal Lines experience within the Short-Term insurance industry? Lookingto grow your career? Read on! Our client is hiring a Private Broker; this is a hybrid role working both virtually andfrom our office in Cape Town.The role of a private broker is to manage, oversee, grow and administer a portfolio of high-net-worth clients in line with the MOS and servicing and growth strategies. What the day will look like: Responsible for a portfolio of client accounts. Developing and leading and improving the day-to-day relationship with clients. Manages and co-ordinates all activities related to the portfolio of clients. Building and updating a client profile of risks and needs analysis per client. Responsible for all renewal activities, including preparation of renewal documents,renewal notifications renewal meetings with clients as well as cancellation letters. Responsibility for and ownership of tasks and problems relating to clients. Providing professional and accurate advice to clients, including information is inrespect of cover, exclusions, underwriting requirements and terms and conditions. Generating referrals from clients through excellent service, accurate advice andknowledge of insurance. Liaises and develops relationships with colleagues across the business and otherkey role players in the High-Net-worth environment. Increases cross sell opportunity at all times. Skills and experience: Qualifications. Grade 12 (matric). A Bachelors degree is preferable. Registration as a representative with the FSCA in terms of the FAIS Act. Registration as an associate with the IISA. Knowledge. Digital literacy with sophisticated experience in MS Word and Excel. A well-developed working knowledge of relevant product offerings in the short-terminsurance industry. Know-how in respect of compliance and quality control in the insuranceenvironment. An excellent functional knowledge of policy wordings. Knowledge enabling the incumbent to expertly articulate Aons propositionSkills and Attributes. Well-developed analytical and technical and problem-solving skills. Well-developed written and verbal communication skills. Good interpersonal skillsExperience. Have a minimum of 5 to 10 years experience with personal lines insurance. Have significant experience in the short-term insurance industry. Have extensive experience with high-net-worth clients in the short-term insuranceindustry.
https://www.jobplacements.com/Jobs/P/Private-Broker-1271394-Job-Search-3-13-2026-3-47-28-AM.asp?sid=gumtree
15h
Job Placements
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Do you have Personal Lines experience within the Short-Term insurance industry? Lookingto grow your career? Read on! Our client is hiring a Private Broker; this is a hybrid role working both virtually andfrom our office in Cape Town.The role of a private broker is to manage, oversee, grow and administer a portfolio of high-net-worth clients in line with the MOS and servicing and growth strategies. What the day will look like: Responsible for a portfolio of client accounts. Developing and leading and improving the day-to-day relationship with clients. Manages and co-ordinates all activities related to the portfolio of clients. Building and updating a client profile of risks and needs analysis per client. Responsible for all renewal activities, including preparation of renewal documents,renewal notifications renewal meetings with clients as well as cancellation letters. Responsibility for and ownership of tasks and problems relating to clients. Providing professional and accurate advice to clients, including information is inrespect of cover, exclusions, underwriting requirements and terms and conditions. Generating referrals from clients through excellent service, accurate advice andknowledge of insurance. Liaises and develops relationships with colleagues across the business and otherkey role players in the High-Net-worth environment. Increases cross sell opportunity at all times. Skills and experience: Qualifications. Grade 12 (matric). A Bachelors degree is preferable. Registration as a representative with the FSCA in terms of the FAIS Act. Registration as an associate with the IISA. Knowledge. Digital literacy with sophisticated experience in MS Word and Excel. A well-developed working knowledge of relevant product offerings in the short-terminsurance industry. Know-how in respect of compliance and quality control in the insuranceenvironment. An excellent functional knowledge of policy wordings. Knowledge enabling the incumbent to expertly articulate Aons propositionSkills and Attributes. Well-developed analytical and technical and problem-solving skills. Well-developed written and verbal communication skills. Good interpersonal skillsExperience. Have a minimum of 5 to 10 years experience with personal lines insurance. Have significant experience in the short-term insurance industry. Have extensive experience with high-net-worth clients in the short-term insuranceindustry.
https://www.jobplacements.com/Jobs/P/Private-Broker-1271037-Job-Search-3-12-2026-5-40-07-AM.asp?sid=gumtree
15h
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This is a high-visibility role suited to someone who is naturally curious, well-spoken, research-driven, and able to translate complex economic insights into clear commentary for internal stakeholders and clients.Key Responsibilities:Develop, maintain and refine economic models (local & global)Track and analyse major global economies and key macro trendsPresent economic views to the Fixed Income team (weekly)Provide broader weekly economic updates to the wider businessProduce written economic commentary / articles for publicationMonitor approximately 14 African economies (high-level view)Engage with media (print & TV) when requiredSupport investment-related due diligence documentationTravel for domestic client engagements and functionsMinimum Requirements:BCom degree or other relevant qualificationKnowledge of investments / markets (advantageous)Relevant work experience (advantageous)Key Competencies:Strong communication skills (well spoken, presentable)Ability to simplify complex concepts for non-financial audiencesStrong research ability and curiosityDetail-oriented with strong analytical thinkingSelf-starter, able to work independently and ask for help when neededComfortable in a flexible, fast-paced environmentIf you are interested in this opportunity, please apply directly. For more finance jobs, please visit
https://www.jobplacements.com/Jobs/E/Economist-1264211-Job-Search-02-19-2026-00-00-00-AM.asp?sid=gumtree
5d
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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 articlesAffiliations to SAIPA, ACC, CIMAPastel experience and knowledgeFluent knowledge of CaseWare and Pastel is imperative2 - 5 years experience in an accounting environmentOwn Vehicle and Valid drivers license Remuneration: R30 000 - R40 000 monthlyWorking hours:Monday - Friday 08H00 - 16H30**Please note that only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/T/Tax-Accountant-1175193-Job-Search-03-03-2026-00-00-00-AM.asp?sid=gumtree
10d
Job Placements
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A well-established and expanding accounting practice based in Benoni is looking for a dynamic newly qualified CA(SA) to step into a pivotal leadership role within the firm. The successful individual will oversee the day-to-day operations of the practice, ensure high-quality delivery of financial and tax services, and play an active role in driving the firms growth strategy. You will move beyond pure audit or compliance work and take on operational oversight, team leadership, and commercial involvement in a growing business that is building for the long term.Key Responsibilities:Oversee and manage the full accounting function within the practiceReview and sign off annual financial statementsManage tax compliance (corporate, individual, VAT and PAYE)Ensure full regulatory and statutory complianceSupervise, mentor and develop junior staffDrive operational efficiencies and improve internal processesManage client relationships and maintain high service standardsAssist with budgeting, forecasting and financial planningContribute to new client acquisition and business growth initiativesProvide strategic input to Directors as the firm expandsJob Experience and Skills Required:Newly qualified CA(SA)Articles completed at a reputable firm (audit exposure advantageous)Strong technical experience in financial statements and taxExposure to supervising or mentoring juniors (even within audit)Understanding of accounting standards and regulatory requirementsStrong technical accounting and tax knowledgeConfident in reviewing and signing off workCommercial mindset with an interest in business growthStrong client-facing and communication skillsAbility to manage multiple priorities in a fast-paced environmentMust be based in or around BenoniWilling to work full-time in officeApply
https://www.jobplacements.com/Jobs/N/Newly-Qualified-CASA-1263896-Job-Search-02-18-2026-22-12-29-PM.asp?sid=gumtree
5d
Job Placements
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CORE PURPOSE OF JOBTo provide cleaning services to the university community in relation to academic and support areas i.e. maintaining a clean and hygienic environment at the university.To provide an excellent, professional cleaning service to the university students, staff, and visitors.KEY PERFORMANCE AREASCleaning of Mandela University Buildings / venues including corridors and public /outdoor spaces/areas.General and deep cleaning of floors and surfaces (includes dusting (including high level or vertical dusting)), sweeping/vacuuming, mopping/washing, scrubbing, polishing as well as carpet cleaning.General and deep cleaning of ablution facilitiesGeneral and deep cleaning of NMU buildings: offices, classrooms, residences, tv rooms, laundry areas, staff rooms, libraries, labs, conference roomsGeneral and Deep Cleaning of kitchensGeneral and Deep Cleaning of outdoor areasOccupational health & safetyCollection of keys/swipe cards, cleaning consumables, cleaning equipment and accountability thereof.CORE COMPETENCIESA sound knowledge of cleaning procedures/methods and use of cleaning materials and EquipmentA working knowledge of strip and seal procedures so as carpet cleaningGood interpersonal skills with sound communication abilities.Good planning and organisational skills.Ability to work in teams and independently without being supervised.Physically fit and able to perform duties required by the job description according to the minimum standards.Customer focusFlexibilityLiteracy skillsPunctuality and time managementTeamworkAccountabilityADDITIONAL COMPETENCIESA caring attitude and good sense of customer serviceAbility to work using own initiative as well as being a good team player.Possess the ability to work under pressure and in stressful situations.Willing to work during the university vacation period, after hours and public holidays.BEHAVIOURAL ATTRIBUTESSelf-motivatedDedicatedAttention to detail.https://www.jobplacements.com/Jobs/S/Support-Services-Assistants-Cleaning-10-positions-1266631-Job-Search-2-26-2026-5-29-00-PM.asp?sid=gumtree
15d
Job Placements
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CORE PURPOSE OF JOBTo provide cleaning services to the university community in relation to academic and support areas i.e. maintaining a clean and hygienic environment at the university.To provide an excellent, professional cleaning service to the university students, staff, and visitors.KEY PERFORMANCE AREASCleaning of Mandela University Buildings / venues including corridors and public /outdoor spaces/areas.General and deep cleaning of floors and surfaces (includes dusting (including high level or vertical dusting)), sweeping/vacuuming, mopping/washing, scrubbing, polishing as well as carpet cleaning.General and deep cleaning of ablution facilitiesGeneral and deep cleaning of NMU buildings: offices, classrooms, residences, tv rooms, laundry areas, staff rooms, libraries, labs, conference roomsGeneral and Deep Cleaning of kitchensGeneral and Deep Cleaning of outdoor areasOccupational health & safetyCollection of keys/swipe cards, cleaning consumables, cleaning equipment and accountability thereof.CORE COMPETENCIESA sound knowledge of cleaning procedures/methods and use of cleaning materials and EquipmentA working knowledge of strip and seal procedures so as carpet cleaningGood interpersonal skills with sound communication abilities.Good planning and organisational skills.Ability to work in teams and independently without being supervised.Physically fit and able to perform duties required by the job description according to the minimum standards.Customer focusFlexibilityLiteracy skillsPunctuality and time managementTeamworkAccountabilityADDITIONAL COMPETENCIESA caring attitude and good sense of customer serviceAbility to work using own initiative as well as being a good team player.Possess the ability to work under pressure and in stressful situations.Willing to work during the university vacation period, after hours and public holidays.BEHAVIOURAL ATTRIBUTESSelf-motivatedDedicatedAttention to detail.https://www.jobplacements.com/Jobs/S/Support-Services-Assistants-Cleaning-10-positions-1266626-Job-Search-2-26-2026-5-28-42-PM.asp?sid=gumtree
15d
Job Placements
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