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Results for Accounting & Finance Jobs in Southern Suburbs in Southern Suburbs
1
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CREDITORS RECONS CLERK/R16 000 - R19 000/MERIT BONUS/DEC CLOSE OTTERY CAPE TOWNEstablished concern needs your 4-5 yrs experience in full function of both trade and sundry creditors - full recons, queries, sending of invoices, credit notes etc - must have dealt with a major creditors in a full ERP accounting system and be able to work in advancerd Excel. In addition must be credit/crim clear, have a snr cert and be able to work on own and as a team player !!! SOUND LIKE YOU ? EMAIL TODAY TO SECURE TO margot@newerarecruiting.co.za or call 065 808 3063 office hrs m-f only
2d
Ottery1
Technical Competencies & Experience:Prepare monthly management accounts for assigned clients, ensuring trial balances are complete, signed off, and delivered timeously to the team.Perform monthly balance sheet reconciliations, including bank, debtors, creditors, loans, payroll, and VAT control accounts.Maintain clean, up-to-date, audit-ready client records across accounting systems such as Xero, Pastel, or Eureka.Prepare and submit VAT returns and payroll reports monthly via SARS eFiling, ensuring accuracy and compliance with PAYE, UIF, and SDL requirements.Reconcile VAT and payroll control accounts monthly and resolve discrepancies before month-end close.Coordinate annual compliance processes, ensuring timely completion of AFS, income tax returns, CIPC filings, beneficial ownership registers, ROE submissions, and other statutory requirements.Serve as the primary client contact, maintaining strong relationships and responding to queries within strict turnaround times.Collaborate with internal departments to ensure accurate reporting, compliance, and seamless delivery of client requirements.Behavioral Competencies:Technical accuracy - Produces correct, fully reconciled work that is ready for review, with minimal errors.Client ownership - Takes full responsibility for their client portfolio, acting proactively and serving as the primary point of contact.Deadline driven - meets all internal and external deadlinesClear communication - Communicates professionally, clearly.Collaboration - Works effectively across all departments.Professionalism - Represents the firm with integrity, reliability, and respect in all internal and external interactions. Please Note - Should you not hear back from us within the next 2 weeks, please consider your application as unsuccessful.
https://www.executiveplacements.com/Jobs/A/Accountant-Monthly-Clients--CPT-Southern-Suburb-1281355-Job-Search-04-15-2026-10-38-35-AM.asp?sid=gumtree
2d
Executive Placements
1
A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : PropertyBASIC SALARY : R 30 000 R 35 000START DATE : A.S.A.P / ImmediateREQUIREMENTS:Relevant qualification in Accounting / FinanceProven experience in property management accounting or utilities billingStrong understanding of municipal billing calculations and structuresProficiency in: Pastel Accounting Advanced Microsoft ExcelExperience managing high volumes and working under pressureStrong attention to detail and problem-solving skillsExcellent communication skills (written and verbal)DUTIES:Utility Billing ManagementFull end-to-end management of 2,000+ utility bills per monthAnalyse, verify, and process municipal accountsEnsure accurate tenant billing and timely paymentsIdentify discrepancies and resolve billing issuesMunicipal Account ManagementHandle and resolve municipal queries and disputesLiaise with municipalities regarding billing errors, adjustments, and reconciliationsMaintain accurate records of all communications and resolutionsFinancial Oversight & ReportingOversee and support the junior bookkeeperReview financial data for accuracy and completenessPrepare monthly financial reports and reconciliationsAssist with budgeting and forecasting where required
https://www.executiveplacements.com/Jobs/B/Bookkeeper-Financial-Accountant-Property-Managemen-1280905-Job-Search-04-14-2026-10-28-48-AM.asp?sid=gumtree
3d
Executive Placements
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What youll actually do:Own and unpack income & expenses (and explain the why behind the numbers)Pull together sharp, meaningful monthly reports & board packsManage borrowings + finance costs accurately and on timeLead a small team and keep standards highStep into audits, budgets, and the odd project when neededFix whats messy and improve whats slowWhat you need:CA(SA) essential~4+ years commercial experienceStrong Excel (you know your way around pivots macros = bonus)SAP helps, but not a dealbreakerConfidence to engage, influence and challenge when neededWhy this role?Its not a keep things ticking role. Youll have visibility, responsibility, and the chance to make things better in a business where finance actually matters.If youre sharp, curious, and a bit allergic to mediocrity we should talk.
https://www.executiveplacements.com/Jobs/S/Senior-Financial-Accountant-1281162-Job-Search-04-15-2026-04-36-16-AM.asp?sid=gumtree
3d
Executive Placements
1
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CREDITORS/ACCOUNTS CLERKR15 000 - R19 000/DEC CLOSE/MERIT BONUS, WETTON
4d
Other1
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JNR BOOK KEEPER/R19 000/DEC CLOSE/MERIT BONUS, SOUTHERN SUBS CAPE TOWNMin 3-4 yrs in books to trial balance, strong in full fuction of both trade and sundry creditors, VAT submissions, cash book and general data admin. Must be credit/crim clear, have a snr cert/relevant tertiary education. To secure an interview email today to margot@newerarecruiting.co.za or call mob 065 808 3063 office hrs only
4d
Ottery1
REQUIREMENTSMatric, plus relevant accounting degreeEarly career finance professional who wants real responsibilityInterested in operations + finance + data, + analytics not just accountingComfortable in a small, fast-moving companyStructured thinker who enjoys building systems and improving processesFinancial analysis and reporting Strong Excel / Sheets capability (Essential)Accounting systems Data analytics, data management and structured reporting ROLE DESCRIPTION:The requirement is for a detail-oriented and data-driven Accountant / Financial Analyst / Junior Controller to support the financial and operational backbone of a growing logistics business. This is a hands-on role in a small, high-accountability team, where the successful candidate will own key financial tracking, reconciliation, and reporting processes across logistics, invoicing, and operational performance.The role blends financial control, data analytics, and operational finance, with strong exposure to logistics flows, FX tracking, invoicing structures, and management reporting. The candidate must be structured, resilient, process-minded, and comfortable working in a fast-moving small-company environment.Salary: R negotiable dependent on experience Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
https://www.executiveplacements.com/Jobs/A/Accountant-Power-Bi-Reporting--Analytics-1280215-Job-Search-04-13-2026-00-00-00-AM.asp?sid=gumtree
5d
Executive Placements
1
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A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Basic Salary + CommissionSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Grade 12Relevant tertiary qualification in a finance related field such as a BCom, BBusSc or a wealth management/investment management qualification.5+ years experience in a sales/acquisition/distribution/business development role, with a proven performance track record in this regard.Computer literate. Proficient in Microsoft Office (Word, Excel, PowerPoint), Technologically savvy.Fully bilingual (English and Afrikaans)Drivers license and own transportProven and verified track record in terms of sales/acquisitions/business development. This track record would be advantageous if undertaken in a financial services environment, more specifically a private wealth environment.Proven and verified track record in consistently reaching set targets and deliverables in a high-performance environment.Very good understanding and knowledge of the financial services industry and current developments in terms of business trends as well as existing and upcoming compliance and regulatory requirements that may facilitate business development opportunities.Exposure and understanding of the Independent Financial Advisor and broker landscape as well as the networks, communities and circles that they operate in.Rapid learning ability to understand and grasp the business model and the products and services offered.Awareness and cognisance of competitor activities and offerings.A honed sales technique allowing for the individual to interact, sell and develop a personal relationship with a mature established and knowledgeable group of intermediaries and brokers. DUTIES:Responsible for identification, relationship building, development and the closing of M&A Deals with IFAs and brokers in their allocated geographic region.Active prospecting, networking and PR related activities that will attract and identify prospective Merger Partners.Ensure that a full handover of the Merger Partner takes place once the deal has been signed and the implementation of the Merger process now needs to be taken over by the relevant Regional Manager.HOURS:Monday to Friday: 08:00 17:00
https://www.jobplacements.com/Jobs/M/MA-Manager-1280195-Job-Search-04-13-2026-04-28-35-AM.asp?sid=gumtree
5d
Job Placements
1
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A respected player in the financial services industry, offering exposure to a variety of investment products and operational areas. Looking to employ a Risk Manager committed to professional development and regulatory excellence.Why join this team?Grow within a fast-paced, evolving financial services environmentExposure to a wide range of investment products and risk disciplinesWork in a dynamic and collaborative team culture with experienced professionalsContribute meaningfully to safeguarding investor interests and ensuring operational integrityWhat you will be doing:Identify, assess, and monitor operational and investment risksImplement and maintain risk management frameworks, policies, and proceduresConduct control testing and risk reviews, especially within back-office operationsPrepare risk dashboards and reports for internal governanceInvestigate incidents and track remediation effortsDeliver risk training and awareness initiativesMaintain and review risk policies (BN52 & CISCA Conduct Standards)Conduct stress testing, scenario analysis, and maintain risk registersOversee risk controls with delegated functions and service providersEnsure alignment with regulatory standards and investor protection principlesWhat we are looking for:Bachelors in Risk Management, Finance, Accounting, or related field with 3 years experience orCA(SA) with 1-2 years post-articles experience in financial services risk or internal auditKnowledge of back-office processes and CIS, hedge funds, retirement funds, and private equityCISCA, FAIS, and other related SA regulatory frameworks knowledgeProficient in Excel and risk management toolsStrong analytical, communication, and report-writing skillsAnalytical, detail-oriented, and proactiveExcellent communicator across technical and non-technical audiencesEthical, principled, and adaptableGrowth-oriented with a strong sense of initiativeBenefits and unique aspects: Career progression opportunitiesExposure to multiple asset classesInclusive and supportive work cultureOpportunity to make a meaningful impactPlease note if you havent heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. Wed still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
https://www.executiveplacements.com/Jobs/R/Risk-Manager-1201728-Job-Search-7-10-2025-1-28-44-AM.asp?sid=gumtree
9mo
Executive Placements
1
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ExperienceMinimum 5 years experience in business process modelling and mapping within financial services payment environments (e.g. banking, payments schemes, regulated financial platforms).7 - 10 years experience in a process engineering environment.Demonstrated experience operating within regulated financial services environments, including exposure to payments, schemes, or interbank ecosystems.Business process and customer management knowledge.Engagement Model development.Familiarity with BPMN, ITIL and related syntaxes.Business and IT fluency.Documentation management skills.Writing, speaking and presentation skills.Self-management, planning and work management.Design thinkingPrior experience in business analysis or consulting can be beneficialEducationBachelors degree in business administration, computer science, operations management, industrial engineering, or a related fieldMasters degree in business administration or business analytics would be beneficialTechnical SkillsMicrosoft Office Suite, including SharePoint familiarity is necessaryProficiency in Visio, Jira and related modelling and planning tools would be beneficialExperience in the following would be beneficial, Agile methodology, Data analysis, SQL (programming language) and Scrum methodology
https://www.executiveplacements.com/Jobs/P/Product-Analyst-1279452-Job-Search-04-09-2026-10-32-27-AM.asp?sid=gumtree
8d
Executive Placements
1
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This role as a Bookkeeper supports a diverse portfolio of businesses by ensuring accurate financial records, smooth payroll processing, and well-managed administrative operations across multiple entities. This role is based in the Southern Suburbs and is best suited to someone with previous hospitality experience. Why join this team?Work across a variety of businesses, including hospitality, property, and professional servicesBecome part of a collaborative finance and admin function that plays a key role in day-to-day operationsGain hands-on exposure to multiple systems, payment platforms, and reporting requirementsContribute to financial clarity and operational efficiency across the groupWhat you will be doing:Accounting and bookkeepingLoad and process supplier invoices on XeroManage customer invoicing across multiple platformsImport petty cash files and reconcile expensesImport bank statements and perform regular bank reconciliationsReconcile creditor accounts and send statementsSend debtor statements and follow up on collectionsProcess manual journals, including VAT and EMP201 journalsAllocate payments from SnapScan, Yoco, Dineplan, Ikentoo, and LightspeedPayroll, HR, and administrationProcess weekly wages and monthly salariesSupport HR tasks using the Human Capital Management systemMaintain accurate filing and archiving systemsRespond to email queries and provide general admin supportLoad and manage business payments across banking platformsComplete supplier credit applicationsAssist team members with ad hoc admin and finance-related tasksReporting and analysisMaintain and update management dashboardsReport on monthly profitability and performanceSupport cost and costing management, particularly within hospitality operationsReport on revenue and cost performance across business unitsWhat we are looking for:Proven bookkeeping experience, ideally across multiple entitiesStrong working knowledge of XeroExperience with payroll processing and basic HR administrationSolid understanding of bank reconciliations, creditors, and debtorsComfortable working with multiple invoicing and payment platformsStrong attention to detail and organisational skillsAbility to manage deadlines and work independently while supporting a broader teamPrevious hospitality experienceBenefits and unique aspects: Opportunity to work across several businesses rather than a single entityBroad scope covering bookkeeping, payroll, admin, and reportingHands-on invol
https://www.jobplacements.com/Jobs/B/Bookkeeper-1278742-Job-Search-4-8-2026-8-45-17-AM.asp?sid=gumtree
10d
Job Placements
1
REQUIREMENTSBCom / BFin or similar degreeFinance, Accounting, Economics, or equivalentEarly career finance professional who wants real responsibilityInterested in operations + finance + data, + analytics not just accountingComfortable in a small, fast-moving companyWants exposure to logistics / commercial / FX /operational financeStructured thinker who enjoys building systems and improving processesTechnical SkillsFinancial analysis and reportingData management and database handlingStrong Excel / Sheets capability (Essential)Accounting systems (Xero preferred)Reconciliation and financial controlData analytics and structured reporting DUTIESFinancial & Operational Data ControlMaintain and manage Order Database and Financial DatabaseCross-reference supplier, transporter, port, and client documentationEnsure data integrity across operational and financial systemsConvert operational data into invoice-ready datasetsMaintain document trails and audit-ready recordsInvoicing & Financial Portfolio BuildConvert operational databases into structured invoice packsBuild and maintain invoice portfolio files with full supporting documentationPrepare reconciliations before posting to accounting system (Xero)Identify discrepancies and resolve invoicing errorsLiaise with accounts and operations teams to correct mismatchesReconciliations & Financial TrackingFuel consumption reconciliation and variance trackingPort report reconciliation and preparation for client reportingSupplier and transporter reconciliationMonitor and report operational financial movementRestructured and recurring management reportsFinancial reports: Debtors aging & collections tracking, Payables / outstanding liabilities,Cash flow tracking and reportingInvoice and margin performanceOperational Finance Reports & SupportWeekly tonnage and throughput reportingCost per ton / operational performance metrics, and variance & trend analysisFX & Market monitoring of rate, track impact on transactions, costs, marginsSupport management with FX exposure visibilityAssist managers with daily operational trackingProvide structured financial visibility into logistics flowsIdentify process inefficiencies and recommend improvementsPrepare Board Meeting packs and financial summariesAssist with agenda preparation and reporting materialsPrepare Warehouse EXCO reporting and reconciliation packs Salary: R negotiable dependent on exper
https://www.executiveplacements.com/Jobs/F/Finance-Accountant-Operations-Analyst-1278445-Job-Search-04-07-2026-00-00-00-AM.asp?sid=gumtree
10d
Executive Placements
1
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A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and executing data quality controls and ensuring timely and accurate tax submissions across both in-house and outsourced platforms.Key Responsibilities:Client and Product Tax Oversight:Support the Operations and Tax teams in ensuring accurate client tax reporting, including IT3 reporting, withholding tax, PAYE, and life company five-fund tax.Develop and execute comprehensive test plans for tax reports such as:IT3(b), IT3(c)IRP5 and IT3(a) (payroll-related)Conduct continuous monitoring of data for quality issues, escalating and driving remediation within operational teams.Review business rules, forms, and system inputs to ensure alignment with tax reporting requirements.Oversee and test PAYE calculations and payroll submissions for Living Annuity income.Validate SARS directive deductions and ensure proper payroll reporting.Review and test:Capital gains/losses calculationsComplex corporate actionsFalse disposal cases (e.g., fund class switches, transfers)Fund income distributions and dividendsEndowment and Sinking Fund Tax Reviews:Oversee tax deduction calculations for share portfolios (PSPs) in endowment structures.Review and test capital gains tax calculations and end-of-year adjustments.Assist in testing system changes impacting client and five-fund tax.Offshore Platform Tax Compliance (PWP):Manage IRS Qualified Intermediary (QI) compliance including:1042, 1042-S, and 1099 filingsWithholding tax testing and validationData collation and submissions (in collaboration with Guernsey)FATCA & CRS Compliance:Develop and implement a FATCA/CRS data testing programme.Identify and remediate data issues with operations teams.Submit accurate FATCA/CR
https://www.executiveplacements.com/Jobs/C/Client-Investment-Tax-Lead-1199644-Job-Search-7-2-2025-9-04-49-AM.asp?sid=gumtree
10mo
Executive Placements
1
Key Result Area: Main Activities:1. Reportinga. Develop and maintain automated Power BI reports and dashboards.b. Continuously improve data pipelines and visualization for real-time decision-making.c. Build, maintain, and enhance detailed cash flow reportsd. Ensure reporting aligns with business goals and provides actionable insights.e. Prepare budgets and forecasts in support to the Financial Managerf. Provide assistance to the Financial Manager with regard to legal compliance reporting, such asSARB and SARS (efiling and the like)g. Monthly updates and reports on Xero regards trusts2. Process Optimisation a. Analyse existing financial reporting processes and identify opportunities for automation.b. Implement streamlined workflows to enhance reporting accuracy and reduce manual effort.3. Presentation & Communicationa. Create compelling, data-driven presentations for directors and senior stakeholders such asWealth Managersb. Communicate complex financial insights clearly and effectively.4. Team Support & Collaborationa. Provide operational support to finance team members, helping them work more efficiently.b. Foster collaboration across teams to ensure smooth project execution.c. Step into support role for the team when they are on leave (with regards to processing andfinancial management).5. Project Management a. Lead and manage reporting-related projects with strong organizational skills.b. Work directly with Finance Manager on special initiatives and cross-functional projects6. Financial Managementa. Regular comparison of fees received for wealth management adviceb. Critically evaluate existing processes and recommend changesc. Review service provider agreements Required Experience 3-5 years post articles experience Advantage experience in wealth and/or asset managementRequired Education Postgraduate Commerce degree in Accounting or similarProfessional registration (ifapplicable)CA(SA) requiredComputer Literacy MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint) PowerBi Xero Zap BI (advantage)Personal profile and competencies Proven experience in financial reporting and data automation. Proficiency in Power BI, Excel, and other reporting tools. Strong analytical, communication, and presentation skills Solid understanding of financial concepts and cash flow. Experience with process improvement and automation tools (e.g., Power Automate, VBA, or similar). Effective project management skills and ability to work with multiple stakeholders. Proactive, solution-oriented mindset with excellent attention to detail.
https://www.executiveplacements.com/Jobs/A/Accountant-Reporting-Specialist--Claremont-1198672-Job-Search-6-30-2025-2-52-15-AM.asp?sid=gumtree
10mo
Executive Placements
1
Accountant Claremont Cape Town
Our client is looking for an experience Accountant with a degree and 5 years plus experience responsible for maintaining accurate financial records, preparing month-end and year-end reports, ensuring compliance with South African tax and statutory requirements, and supporting management with financial analysis and budgeting. SAIPA or SAICA Beneficial / compelted articles.
Salary Negotiable- Hybrid role
Minimum requirements
Qualification BCom Accounting / Financial Accounting (or similar).
SAIPA / SAICA articles can be advantageous depending on role.
3–5 years accounting experience
Experience with accounting/ERP systems and strong Excel skills.
Strong reconciliations, attention to detail, deadlines and analytical thinking
Professional registration (e.g., SAIPA Professional Accountant or SAICA
Experience in a specific industry (financial services, investment, asset management)
Knowledge of IFRS / IFRS for SMEs and audit preparation.
Main Responsibilities
Financial accounting & reporting on SAGE and excel
Maintain the general ledger and ensure accurate processing of journals (accruals, provisions, VAT, payroll-related journals, etc.).
Prepare monthly management accounts and reporting packs (income statement,
balance sheet, cash flow).
Perform balance sheet reconciliations and resolve variances.
Accounts payable / receivable & cash
Oversee creditor and debtor processes (depending on structure).
Manage bank reconciliations and cashbook processing.
Monitor cash flow, prepare cash flow forecasts, and support payment runs.
Tax & statutory compliance (South Africa)
Prepare and/or review VAT201 submissions and ensure VAT compliance.
Support PAYE/SDL/UIF processes (often with payroll/HR, depending on company).
Budgeting, forecasting & analysis
Assist with annual budgets and periodic forecasting.
Controls & process improvement
FROGG Recruitment
https://www.froggrecruit-sa.co.za/job-listings/478599/accountant/
18d
FROGG Recruitment SA
1
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Accountant Muizenberg Cape Town
Our client in Muizenberg Cape Town is looking for an Accountant. Conduct a variety of financial and administrative duties. Maintains accounting and administrative systems and procedures, utilising appropriate resources and software applications. Manufacturing experience is a bonus. Must have Sage Evolution experience. This role covers the full and typical spectrum of accounting activities.
Salary Negotiable up to experience
Min Requirements
Ability to accurately and swiftly process accounting transactions.
Minimum 5 years plus relevant commercial experience as an accountant
Proven proficiency in MS Office with advanced Excel skills an advantage
Competence in accounting packages, preferably Sage Evolution
FOREX familiarity
Manufacturing experience would be an advantage.
Responsibilities
Full Accounts Receivables function & Accounts Payable function (local and international)
Banking, Cashbooks, and bookkeeping (including journals)
Asset activities
Inventory activities and & BOM’s
VAT, PAYE and other statutory compliance
Participation in the process of preparing monthly management accounts and other reporting
Preparation of information and files for Audits
BB-BEE activities and audit
Filing, Document Scanning and Archiving
Maintain and create SOP’s
Participate in analysis exercises and or projects
Apply online
FROGG Recruitment
Salary: R40000Consultant Name: Quinton Wright
2y
FROGG Recruitment SA
1
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Role: Marketing and Events AssociateCategory: MarketingLocation: ClaremontSalary: Market-related Are you a creative and highly organized marketing professional with an eye for detail? Our client is looking for a Marketing and Events Associate to act as their internal brand champion. You will play a vital role in supporting marketing strategy, managing digital platforms, and coordinating high-impact events for their boutique Family Office. Key Responsibilities:Event Coordination: Manage the full cycle of corporate eventsfrom intimate client gatherings to large annual seminarsincluding invitations, speaker coordination, and tracking ROI.Digital Maintenance: Administer the groups websites (Wix) and social media profiles (LinkedIn), ensuring all content is accurate, current, and SEO-optimized.Design & DTP: Create and update marketing materials such as newsletters, brochures, and banners using Canva, Adobe, and MS Office.Communication: Draft copy for social media and mailers, and manage bulk email campaigns via Mailchimp.Brand Support: Act as the internal brand champion, providing client-facing teams with branding materials and ensuring compliance with the company style guide.Administration: Manage the SharePoint dashboard, maintain the company events calendar, and oversee the inventory of branded items. Requirements:Experience: Proven experience in general marketing, digital platform maintenance (Wix/LinkedIn), and event management.
https://www.jobplacements.com/Jobs/M/Marketing-and-Events-Associate-1275855-Job-Search-3-27-2026-6-08-57-AM.asp?sid=gumtree
22d
Job Placements
1
Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm, sharing their unique story with ideal clients to drive sustainable growth in Assets Under Management (AUM) and expand their boutique Family Office reach. Key Responsibilities:Business Development: Identify and attract new Ideal Families by networking, obtaining referrals, and delivering compelling presentations and proposals.Client Acquisition: Manage the full sales cycle, from initial prospect meetings (Telling the Story) to evaluating closing ratios against strategic targets.Relationship Deepening: Proactively cross-sell the Groups full suite of services, aiming for clients to utilize three or more service offerings.Seminar Engagement: Manage invites for quarterly seminars and attend events to identify and follow up on new business leads.Holistic Advisory: Conduct regular client reviews, re-evaluate risk profiles, and provide comprehensive feedback on portfolio and financial needs.CRM Excellence: Utilize Xplan for task management, reporting, and maintaining meticulous client information.Compliance & Teamwork: Maintain 100% industry compliance in all file preparation and collaborate with Wealth Management Associates (WMAs) to ensure seamless administration. Requirements: Experience: 5+ years of proven experience providing holistic financial planning and advice to HNW and UHNW clients.Education: An undergraduate degree in Comm
https://www.jobplacements.com/Jobs/W/Wealth-Manager-New-Business--Claremont-1275850-Job-Search-3-27-2026-6-03-09-AM.asp?sid=gumtree
22d
Job Placements
1
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Role: Wealth Manager (New Business)Category: Wealth Management Location : ClaremontSalary: Market-related Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be the face of the firm, sharing their unique story with ideal clients to drive sustainable growth in Assets Under Management (AUM) and expand their boutique Family Office reach. Key Responsibilities:Business Development: Identify and attract new Ideal Families by networking, obtaining referrals, and delivering compelling presentations and proposals.Client Acquisition: Manage the full sales cycle, from initial prospect meetings (Telling the Story) to evaluating closing ratios against strategic targets.Relationship Deepening: Proactively cross-sell the Groups full suite of services, aiming for clients to utilize three or more service offerings.Seminar Engagement: Manage invites for quarterly seminars and attend events to identify and follow up on new business leads.Holistic Advisory: Conduct regular client reviews, re-evaluate risk profiles, and provide comprehensive feedback on portfolio and financial needs.CRM Excellence: Utilize Xplan for task management, reporting, and maintaining meticulous client information.Compliance & Teamwork: Maintain 100% industry compliance in all file preparation and collaborate with Wealth Management Associates (WMAs) to ensure seamless administration. Requirements: Experience: 5+ years of proven experience providing holistic financial planning and advice to HNW and UHNW clientshttps://www.jobplacements.com/Jobs/W/Wealth-Manager-New-Business-1275856-Job-Search-3-27-2026-6-09-53-AM.asp?sid=gumtree
22d
Job Placements
1
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Key requirementAt least 3-5 years of short-term insurance knowledgeGood negotiation skills with insurers Strong communication and interpersonal skillsStrong mathematical abilities for rate calculations Proficiency in Excel spreadsheetsRE1 certificate and DOFAStrong understanding of rates, covers, and productsCommercial policy wordingBroker experienceKey responsibilityReview correspondence, claims and compare last years details with this yearsAnalyze excesses, warranties and special terms and negotiate with insurersCorrect renewal letters and annual invoices must be raisedManage renewals, ensuring that policies are renewed two months in advanceMake sure that the client receives their renewal policy schedule 30 days prior to the renewal dateHow to apply:
https://www.executiveplacements.com/Jobs/I/Internal-Commercial-Underwriter-1195965-Job-Search-06-19-2025-10-34-45-AM.asp?sid=gumtree
10mo
Executive Placements
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