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Financial Manager - Equity Requirement - East Rand

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Main purpose of the Job:The Financial Manager is responsible for all aspects of financial management, ensuring compliance with internal policies and procedures. This financial manager role includes a specific focus on revenue management within the organisation.Main Functions of the Jobo Strategic Management: Provide strategic input regarding various aspects of the business processes and long-term business plansEnsure that the organisations financial systems, procedures and controls are effective and operating as designedOversee, manage and guide a team of finance professionalso Revenue Management and Collections:Full management and oversight of the revenue business cycle and monthly billing runsOversee monthly billing of clients as per client MSAs and timelinesNotify clients of increases or changes to their contractsManage the collections process whilst monitoring payment terms and account suspensionsWorking with clients to resolve queriesManagement of the billing department team by taking responsibility for their growth and performanceReporting on revenue and debtors accounts to managemento Budgeting and Forecasting: Prepare and manage the annual budgets for multiple projects and multiple statutory entitiesMonitor and manage the cash flow requirements of the organisation and the individual projectsOperational budget management and cost controlo Financial Management and Reporting: Manage and maintain the financial records of the organisationVerify the accuracy and quality of financial informationEnsure statutory compliance by implementing policies and procedures that pertain to the financial management of the organisation in terms of the Companys Act, Vat Act and the Income Tax Acto Annual Financial Statements: Preparation of Annual Financial StatementsDisclosure and accounting treatment in line with IFRSIFRS implementation of new standardsStatutory accounts administration for group subsidiariesWorking alongside external audit to ensure an efficient and timely financial audito Taxation and statutory compliance: Performing preliminary annual and provisional tax computations and assessments, including indirect taxesWorking with tax advisors in finalising tax computations and regulatory filingsTax planningo Operational Finance: Day to day working capital management and planning of payments based on funds availabilityManage transfer pricing issues for the subsidiary and associated customersCost due diligence of all quotations of Vendors/SuppliersVerification and approving capex creditors before making paymentVerification of monthly VAT calculations for submitting for filing with SARSDeveloping external relationships with appropriate contacts, e.g. auditors, bankers etcSkill Requirementso Good communication skillso Analytical and proactive pro https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4Xzk3NTE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1367384&xid=1108_97514

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Chief Financial Officer - Africa Ocean Customer Lo

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Can you lead and inspire our operations to drive costs down while delivering a seamless product to our customers? We are looking for a self-starting, goal-oriented individual to lead Finance in our Operations Centre in Africa, Africa Ocean Customer Logistics (AFROCL). As CFO in AFROCL, you will get the opportunity to steer and impact the strategic direction and business decisions by providing the leadership team and senior leaders with accurate, analytical, and insightful analysis to achieve our shared strategic and financial goals. The role is based in Cape Town, South Africa.We Offer: We offer an exciting and attractive career in an ambitious and competitive environment with the possibility of continuous professional and personal development. AFROCL offers a fast-paced, challenging, and truly international atmosphere. The environment is dynamic with a focus on our customers, high performance, results, and respect for our employees. This is an excellent opportunity to be part of setting the direction for AFROCL. As CFO, you will be the sparring partner and trusted business advisor to the Managing Director of the OCL, provide financial leadership in the AFROCL leadership team, as well as leadership for a team of highly skilled finance professionals and business partners. Through close interaction with the leadership team, you will analyse, discuss and challenge the financial and performance trends, as well as influence appropriate actions to ensure we deliver what we have promised to our customers and that the business results meet the set targets. You will be the owner of all aspects of financial management where you will lead, coach, and develop the AFROCL finance team. You will be reporting to the Global Head of Finance for OCL and be part of the global finance leadership team for OCL, where you will be expected to play an active role in terms of shaping and driving the global finance agenda.Key Responsibilities:As part of the AFROCL Leadership Team, you will display financial thinking and leadership. Through a proactive focus on cross-functional work, you will drive agreed business strategies across the trades and countries within the scope of AFROCL. You will be:Working with the rest of the AFROCL leadership team to achieve the strategic and financial goals and provide ambitious leadership for the Finance organization.Driving a continuous improvement mindset on both our Delivery Promise to our customers and our cost leadership agenda.Working with our global PtP team located in our Global Service Centre and taking full ownership of numbers together with the extended team.Responsible for performance management and driving business performance across all functions.Driving high engagement in your own team and as a leader take an active role to build a highly engaged and motivating working environment across the OCL and in the global finance community. https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18zMTdfMjA4MjQ2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1372564&xid=317_208246

Other

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Purpose: To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics and drive client retention and entrenchment through using contextual Money Management principles. Responsibilities: - Identify Local and Offshore fiduciary opportunities and advise on client philanthropy - Participate in planned activities that are appropriate for own development - Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation - Identify and utilise opportunities for revenue growth to deliver on sales targets - Provide appropriate banking and financial solutions across an allocated portfolio of clients - Ensure compliance to legislative and audit requirements and adherence to relevant processes - Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering - Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards - Deliver internal and external customer service excellence through adherence to quality service standards - Prevent wastage and identify process improvements to contain and reduce costs - Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice and solutions that ensure revenue and profit growth Qualifications and Experience: - Minimum Qualification - Degree in Finance, Economics or Accounting - Preferred Qualification - Certified Financial Planner (CFP) - Experience - 3 to 5 years experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment - Additional Knowledge - Full understanding of money management principles Sound working knowledge of required business-related systems Sound working knowledge of Banking and Financial Services Regulatory requirements Knowledge on wealth management creation and accumulation Wealth protection or risk knowledge Excellent project management skills and able to plan and organize work independently Proven track record in servicing a portfolio of clients and in acquisition of new relationships Excellent knowledge of global financial markets and current affairs Ability to match client needs with appropriate product solutions Sound knowledge of the Banks risk and other mandates to ensure exercising good commercial judgment while representing the Banks and the shareholders interests always https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4Xzk3MzI2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1367372&xid=1108_97326

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Compliance Administrator RDT.AA.CA.19052022 Market

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Our client, a leader within the Financial Services / Wealth Management sector is looking for an experienced Compliance Administrator to join their team. *Job Description:* The purpose of this position is to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are fit and proper, and relevant documentation is completed in order for the advisors to perform their roles. This position will report directly to the Compliance Manager. *Main Duties & Responsibilities:* Compliance Duties: * Compliance review of all New Business and Servicing cases submitted for the group * Submission of Fund Selection and Withdrawal cases to various providers * Maintaining and Administering the Representative Register * Maintaining and Administering the Competency Register (e.g. CPD and Supervision tracking) * Fit and Proper checks for New Wealth Managers * Ensuring all New Wealth Managers are provided with a “Starter Pack” (e.g. Rep Disclosures drawn up, RMCP Emails to be sent, Submission of Masthead Applications, Drawing up of Supervision Forms) * Ensuring all Quarterly declarations have been sent and received Ad hoc Support: * Assisting new Para-planners with pre-checking and training on Client Advice Records * Assisting terms of business with various Product Providers * Assisting re-allocation of clients when a Private Wealth Manager resigns * Assisting Compliance Manager with complaint investigation and resolution * Data analysis for the purpose of resolution to investigations *Education Requirements* * Grade 12 * Regulatory Exam 5 * Compliance related course/qualification *Additional Requirements* * 3 years Onshore experience in the wealth management industry * 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous) *Education Requirements* * Grade 12 * Regulatory Exam 5 * Compliance related course/qualification *Additional Requirements* * 3 years Onshore experience in the wealth management industry * 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous) https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU5OTIzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1247916&xid=1555_59923

Century City

Prime Commercial Building in the Heart of the CBD - Your Ideal Business Space!

R 5,050,000

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Discover the perfect commercial building located in the vibrant Central Business District (CBD). This exceptional property is situated on a prominent main road, offering high visibility and easy access to shopping centres, bus routes, and all major amenities - making it a highly sought-after business location.KEY FEATURESVersatile Two Free-Standing Buildings:The property boasts two separate free-standing buildings. The smaller building at the back is currently rented out on a month-to-month basis, providing a potential additional income stream for the new owner.Spacious and Functional:The larger building is thoughtfully designed to meet all your business needs. Step into a welcoming large reception area, making an impressive first impression on clients and visitors alike.Ample Space for Meetings and Work:With two boardrooms, your business will have the perfect setting for meetings, presentations, and conferences. Additionally, six well-appointed offices offer ample workspace for your teams productivity.Practical Facilities:The property is equipped with a printing room and a storage room, ensuring seamless operations and organization. A fully equipped kitchen adds convenience for staff, while separate ladies and gentlemens bathrooms cater to the comfort of employees and clients.Reliable Backup Power:Rest easy knowing your business is protected from power outages with two large generators in place.Unbeatable Location:There is no better spot in town than this prime CBD address. Your business will thrive in this dynamic and bustling area, surrounded by a thriving commercial community.VAT Registered Property:The propertys VAT registration provides potential financial benefits and considerations. Consult with your financial advisor for personalized guidance.Unique Rental Opportunity:The current owners are open to renting back four of the offices, presenting an attractive option for additional income while maintaining valuable relationships.Take advantage of this rare opportunity to secure a prime commercial space in the heart of the CBD. Whether you are an established business looking to expand or a new venture seeking a premium location, this property ticks all the boxes.Contact us today to arrange a viewing and explore the immense potential this commercial building holds for your business success. Dont miss out on making this sought-after location your companys new home!Prime Commercial Building in the Heart of the CBD - Your Ideal Business Space!THIS PRICE EXCLUDES VATProperty Reference #: 7002001-34924Agent Details:Deenie MartinEXP RealtySouth Africa13 Nankies Nook Eldoraigne , Eldo Park Estate , 157

13d

George

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FINANCIAL ACCOUNTANT Southern Suburbs (Western Cape) 5 MONTH CONTRACT To start February 2022 ! R30 000 R35 000 Per Month Negotiable on Qualification and Years of relevant experience Our client, a reputable Infrastructure Management Services company is looking to appoint a talented contract Financial Accountant to join their Cape Town office.Form part of a small team of accounting specialists to deliver financial and economic development objectives to the business.One would describe you as a proactive, analytical and strong attention to detail team player who possesses natural leadership skills.Key Accounting Accountabilities include: Monthly accounting process including: · Control and ownership of the daily and monthly accounting transactions.· Recording all transactions and entries into the GL, including accruals, invoices, payments, monthly and ad hoc salaries, tax accruals and SARS payments.· Prepare monthly trial balance from GL and have the ability to prepare draft Management Accounts including Income Statement and Balance Sheet.· Assist in the preparation of Annual Financial Statements, and investigate and prepare responses to auditors.· Assist in the preparation of budgets and forecasts, and financial reports for management, shareholders and lenders.· Assist in the preparation of information for board packs; investor updates; investment committees; project updates and other ad hoc financial reporting information.· Bank statement reconciliations and cash management and controls.· Assist the SFM in working closely with the technical officers of the companies, to ensure that required financial information is supplied to the technical teams, and to obtain relevant project information that will impact financial status of the companies.· Assist the SFM in working closely with the technical officers of the companies to ensure that the information required from contractors and advisors under the senior loan agreements is obtained in a timely manner and meets the necessary requirements.· Prepare and process monthly and regular payments to all suppliers and service providers.· Understand all end-to-end accounting and payment processes.· Communicate and escalate problems.· Work closely with contractors, suppliers and the financial manager to ensure that all relevant information required to produce the economic development reports is captured correctly.· Assist in the preparation and submission of economic development reports to management, shareholders, lenders and government.· Assist in the preparation for economic development audits and resolving queries. Tax: · Assist in the preparation of tax returns (general income tax, VAT and STC queries).· Assist in the Monthly PAYE submissions, PAYE reconciliation (mid-year and annual).· Deal with general income tax, VAT and STC queries. General:· Ongoin https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU5MDg2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1131049&xid=1109_59086

Newlands

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Newlands

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The successful candidate of this newly created position will be responsible for growingand developing the business insurance portfolio.The key outputs for this role are as follows:? New Business sales? Client service and management? High level performanceThis Commercial Advisor: Face to Face Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic andRecognition.Qualification and Experience:Essential: ? Completed Matric or National Senior Certificate? 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)For applicants that have been working in a financial services industry prior to December2010,preference will be given to applicants with their Financial Services Board RegulatoryExams (RE1) completed. Applicants without prior financial services sales experiencewill not be prejudiced by this requirement.If you worked in the financial services industry prior to December 2011, selling andprovidingfinancial advice to clients. You would need to have completed the 30 FAIS creditsnecessary forpersonal lines or 60 FAIS credits for commercial insuranceRequirements:? Must have your own reliable transport? Valid code B drivers license? 2 years insurance external sales experienceResponsibilities:? Build your own insurance portfolio by:o Being able to prospect for new clients through networking, Cold calling and doordoor canvasing for new businesso Effective communication with both internal stakeholders and clients.o Conduct a comprehensive risk evaluation for the client.o Providing solutions to clients by selling short term products alignedto the needs of the client.o Drafting, tracking and measurement of your personal business plan.? Providing on-going service and support to your individual client base (amendments,renewals, claims etc.).? Retention of existing business including renewal discussion in line with FAIS? Developing internal/external relationships with clients.? Continuous building of your client base hence securing future income.? Keeping abreast with the commercial insurance market changes and developments.? Achieving/Exceeding targets consistently? Providing feedback to line management when requested.? Attending all weekly and adhoc team meetings.? Working closely with internal stakeholders that is, underwriting/actuarial, claims aswellas surveying.? Adhering to all quality standards and measures in place.Competencies:? Self-starter? Communication (verbal and written) in English? Numerical & mathematical skills? Team supervisory skills? Confident and enthusiastic self-starter who can take initiative? Must be able to work independently as well as part of a team - balances team andindividual responsibility, provides and accepts feedbackhttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTczX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198552&xid=1109_77173

Other

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The successful candidate will provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives. To identify new business opportunities within existing and potential client bases. To develop and implement strategies and manage relationships with key personnel within assigned corporate accounts.Key performance areas Source new business from retained clients and by means of referrals Support client related strategies and deliver key goalsEnsure that the clients investment portfolio is consistent with FPCs investment philosophy Provide the client with information on the performance of the various investment portfolios available Identify a clients investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etcMake a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews.Completed recommendation within agreed turnaround timesProvide the client with information on the performance of the various investment portfolios availableProvide the necessary DCipher report and or recommendations as well as a verbal or written explanation of the investment return.Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etcProvide holistic financial planning services (including investments, risk cover and estate planning) to clientsResolve client concerns, queries and/or complaintsFunctional Competencies Excellent and proven selling abilityExcellent verbal and written communication skills in required languageArticulate with confident presentation skillsStrong client service orientationAttentive to detail and accurateOrganised with effective time management skillsProactive use initiative Ability to work independently and/ or under pressureStrong work and compliance ethicsEmpathetic towards clients with sound listening skillsStrategic Competencies CUSTOMER CONNECTION Relationship buildingInsightEXECUTION EXCELLENCE Product salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITY Collaboration culture Managing performanceDeveloping talentRequirements Education and Experience Matric; Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments); CFP. Advanced FP qualification, Diploma in Tax / Estate Planning etc (an advantage)Minimum 2 years experience in financial advisory role.Knowledge and skills Financial PlanningPresentation SkillsSales skillsTime managementBusiness unde https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTc1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198554&xid=1109_77175

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The successful candidate of this newly created position will be responsible for growingand developing the business insurance portfolio.The key outputs for this role are as follows:? New Business sales? Client service and management? High level performanceThis Commercial Advisor: Face to Face Distribution must align themselves with the culture and values of Awesome Service, Passionate, Honest, Human, Dynamic andRecognition.Qualification and Experience:Essential: ? Completed Matric or National Senior Certificate? 60 FAIS credits/Full Insurance Qualifications (depending on Dofa)For applicants that have been working in a financial services industry prior to December2010,preference will be given to applicants with their Financial Services Board RegulatoryExams (RE1) completed. Applicants without prior financial services sales experiencewill not be prejudiced by this requirement.If you worked in the financial services industry prior to December 2011, selling andprovidingfinancial advice to clients. You would need to have completed the 30 FAIS creditsnecessary forpersonal lines or 60 FAIS credits for commercial insuranceRequirements:? Must have your own reliable transport? Valid code B drivers license? 2 years insurance external sales experienceResponsibilities:? Build your own insurance portfolio by:o Being able to prospect for new clients through networking, Cold calling and doordoor canvasing for new businesso Effective communication with both internal stakeholders and clients.o Conduct a comprehensive risk evaluation for the client.o Providing solutions to clients by selling short term products alignedto the needs of the client.o Drafting, tracking and measurement of your personal business plan.? Providing on-going service and support to your individual client base (amendments,renewals, claims etc.).? Retention of existing business including renewal discussion in line with FAIS? Developing internal/external relationships with clients.? Continuous building of your client base hence securing future income.? Keeping abreast with the commercial insurance market changes and developments.? Achieving/Exceeding targets consistently? Providing feedback to line management when requested.? Attending all weekly and adhoc team meetings.? Working closely with internal stakeholders that is, underwriting/actuarial, claims aswellas surveying.? Adhering to all quality standards and measures in place.Competencies:? Self-starter? Communication (verbal and written) in English? Numerical & mathematical skills? Team supervisory skills? Confident and enthusiastic self-starter who can take initiative? Must be able to work independently as well as part of a team - balances team andindividual responsibility, provides and accepts feedbackhttps://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1NDE4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192970&xid=1109_75418

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Our client is one of the world’s largest independent corporate and trust services providers with offices based in Cape Town and Stellenbosch. Our client is looking for a Legal and Administrative Assistant to join their team.The company’s core business is setting up and managing offshore companies, trusts, and other structures to meet the specific personal or business needs of their clients. Typically, these needs would include tax planning, wealth protection, foreign property ownership, pension planning and facilitating cross-border business.Job Specification: The role of Legal and Administrative Assistant involves facilitating the smooth onboarding process of their new clients, answering existing and new client enquiries, corresponding with the introducing intermediary, meetings with intermediaries / clients and assisting a Senior Director of the company.To be able to attend to the above, an understanding of companies, trusts and the various parties involved are important.The role requires significant people skills, administration, document collection, document review, clear communication and a proactive mind set. The position will require diligence in the collection of information, collation of documentation and ability to assist the Director in business development. In this way, the position goes further than pure administration and becomes similar to a Legal Assistant.The applicant must be a fluent and articulate in English and understanding of Afrikaans will be beneficial. The applicant must hold an undergraduate Law qualification.Applicants with prior legal, compliance and administration work experience will receive preference.The successful applicant will be based in the company’s Cape Town and Stellenbosch offices from time to time and will work closely with their overseas offices to deliver the best service to their clients and intermediaries.The successful applicant requires a driver’s license and own transport.Responsibilities: Responsibilities will include the day-to-day assistance to the Director which involves handling of compliance and legal paperwork, client enquiries and meetings with specific focus on the on-boarding of new clients to the wider group of companies which has 26 offices around the world.Reporting to: Senior Director (focus is business development) based in Stellenbosch.Duties: Dealing with administrative tasks relating to their offshore products (overseas company, trust, pension, retirement, etc.).Assisting with administering South African companies and trusts and ensuring tax compliance.Checking accuracy of compliance and legal documents which include consultancy agreements, shareholder agreements, sale agreements, etc.Liaising with and responding to queries from intermediaries (primarily Financial Advisors and Lawyers) and other introducers.Responding to and actioning cli https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1NzU2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1194302&xid=1109_75756

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"financial advisor" in South Africa

financial advisor in South Africa (322 results)

Results for financial advisor in All Categories in South Africa