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Results for estate in General Worker Jobs in Eastern Cape
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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.
Provide appropriate financial advice, in line with the customer’s 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 customer’s 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.
* Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Driver’s 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)
* R7000 basic salary
* plus R2500 performance bonus
* Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Driver’s 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)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzcxOTUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1268983&xid=1555_71951
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A medium sized, independently owned Accounting and Auditing firm in Port Elizabeth is looking for a young and dynamic Audit and Advisory Manager to join their team.
Requirements:
Minimum 1-2 years previous experience within an Audit Supervisor/Manager role.CA (SA) is essential.Post-articles experience in Private sector External Auditing is advantageous.Proven experience within supervising or leading teams successfully is advantageous.Good communication and innovative.Working knowledge of CaseWare, Excel and Word and fully computer literate.Experience in compilations, reviews and audits (including attorney trust, estate agent, body corporate, SME audits).Own transport, a valid driver’s license.Ability to work under pressure and meet strict deadlines.Ability to work independently and in a team.A thorough knowledge of IFRS for SMEs; IFRS; ISA; and taxation.
Duties and Responsibilities:
Exposure to:
ValuationsAdvisoryDue diligenceCorporate finance
Produce client reports (AFS, Minutes, Certificates, Management letters etc.).Auditing, independent review and compilation of financials statements according to IFRS for SMEs.Propose and finalize audit opinions.Conduct full audit file reviews and related reports to ensure the relevant files are ready for sign off.Perform tax return reviews.Manage resourcing and plotting of staff members on audit engagements.Work allocations as required by individual audit assignments.Audit assignment budget planning and management.Monitoring and evaluation of performance in relation to budget.Approve timesheets.Perform billings and manage WIP.Performance management of staff members including, continuously providing feedback to staff.Reviewing trainees PSR/TSR’s and assisting in the assessment process.Provide technical assistance to staff members (where required).Maintain excellent client relationships.Must be able to communicate directly with clients in a professional and confident manner.Compliance with firm’s audit methodology.Strong administration skills.Responsible to ensure audit quality and risk management in the review process.
Additional requirements:
Initiative/pro-activity.Team leadership.Ability to develop talent.Adherence to principles and values.Writing and reporting skills.Information ga...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjE1NDM2NjEwP3NvdXJjZT1ndW10cmVl&jid=1484489&xid=1215436610
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Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.
Requirements:
Relevant Insurance qualification preferable.FAIS Regulatory Exam (RE5).At least 5-7 years relevant experience.Computer literate.Very well-presented and professional.Very well-spoken/excellent communication skills.Exceptional writing skills/ability to communicate professionally via email.Strong organizational skills and attention to detail.
Responsibilities:
Attending client meetings with Financial Planners as required.Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives.The technical aspects of preparing for Client meetings, including:
Researching products to support recommendations.Compiling financial planning recommendations and suitability reports.Recording of client data.
Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports.
Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning).Reviews – preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents.
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Managing the research and analysis of financial products to meet Client requirements.Managing the presentation of technical data to the Financial Planner(s).Managing the preparation of Client Financial Plans and Suitability Reports.FSCA related and other regulatory issues.Any changes to the FSCA rules.Promoting the profile of the business within the profession and wider communities.Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required.Continuous professional development to meet regulatory requirements and personal development needs.Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.Assisting the Financial Planner(s) with Client presentations and any other activities as agreed.Overseeing the provision of administration functions to meet regulatory compliance requirements.Individual workflow and task delivery within deadlines provided.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTkyNjgwNzc/c291cmNlPWd1bXRyZWU=&jid=1475914&xid=419268077
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Wealth Manager - Port Elizabeth Job Title Wealth ManagerDLocation Port ElizabethEmployment PermanentPosition in the organisation Reports to:PE Branch Administration Manager.Job objective The Wealth Manager is responsible for:• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;• Support to Wealth Planners in terms of generating new business and preparing proposals to new and existing clientsDuties:1. Client Portfolio Reviews1.1 Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;1.2 Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;2. Servicing of Existing Clients2.1 Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;2.2 Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;2.3 Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;2.4 Opening of CCM Accounts and authorisation of payments;2.5 Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;2.6 Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.2.7 Ensure that the principles of the TCF Policy are applied in all interactions with clients.3. Generating New Business 3.1 Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;3.2 Compilation of proposals for, and Implementation of instructions from clients4. Leadership & Support to Wealth Team 4.1 Mentoring and Supervision of Junior Wealth Managers to ensure Supervision and other legal compliance requirements4.2 Identify training requirements of Wealth Team and ensure training is conducted4.3 Quality control of work outputs of Wealth Managers to ensure high standards of client service and portfolio management4.4 Liaison with Service Providers to resolve problems in client service5. General Administration5.1 Recording of all client interaction upon completion of such interaction;5.2 Maintain and update client records and database including static data;5.3 Ensure compliance with FICA and FAIS legislation;Job Evaluation Criteria’s Formal Education:• BCom• Post Graduation Diploma in Financial Planning• CFP accreditation would be advantageous• RE Examinations completedExperience:• 5 years in a Wealth Management roleCore Requirements:Must be able to travel to meet with clientsMust have own reliable transportMust be able to communicate professionally in Afrikaans & EnglishCompetencies:Knowledge:• Proficient in Microsoft Office (Word, Exel, Powerpoint, Outlook, Teams etc.)• Experience in Wealth Planning & Wealth Managers systems would be advantageous (i.e. Xplan
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUzNzc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1202098&xid=1266_53778
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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 understandin
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzczMDkyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1185357&xid=1109_73092
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Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.Character & Personality Traits for this Role:ConfidentKnowledgeableProfessional individuals who possess a high level of communicationResilientUndeniable Work EthicHigh level of professionalism and confidentialitySelf-managedWealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.Technical Skills:Advanced communication (English business language)Analytical thinkingAchievement orientationEnterprising potentialNumeracy skillsAdaptabilityStress toleranceQUALIFICATIONS REQUIRED FOR ROLE:Grade 12 (Matric)RE5(min 120 credits NQF 5/62 -5 years of Financial Advisory experienceUnderstanding of the financial planning processHigh level of technical knowledgeExcellent computer skillsInformation gathering and monitoringAble to relate and interact with all levels of clients and advisorsAttention to detail & AnalyticalAnalytical thinkingExcellent organizational & Time management skillsGoal & Achievement OrientatedHigh stress toleranceMain Responsibilities:Attending client meetingsProtect, secure and grow clients wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet clients financial needsRegular servicing of clientsSourcing prospective clients and referralsMeeting activity and sales targetsReviewing and responding to clients changing needs and financial circumstance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzUwOTgzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=927295&xid=1109_50983
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To 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. DUTIES: Source new business from retained clients and by means of referrals Support client related strategies and deliver key goals Ensure 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 etc Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants houseviews. Completed recommendation within agreed turnaround times Provide the client with information on the performance of the various investment portfolios available Provide 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 etc Provide holistic financial planning services (including investments, risk cover and estate planning) to clients Resolve client concerns, queries and/or complaints Financial Planning, Presentation Skills, Sales skills, Time management, computer literacy. Understanding of Financial Planning Products, Internal Systems (CRM, Interface) CUSTOMER CONNECTION Relationship building Insight EXECUTION EXCELLENCE Product sales Delivery Accountability Operational excellence Managing change PEOPLE PRIORITY Collaboration culture 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.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcyNjQzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1183875&xid=1109_72643
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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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Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.Character & Personality Traits for this Role:ConfidentKnowledgeableProfessional individuals who possess a high level of communicationResilientUndeniable Work EthicHigh level of professionalism and confidentialitySelf-managedWealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.Technical Skills:Advanced communication (English business language)Analytical thinkingAchievement orientationEnterprising potentialNumeracy skillsAdaptabilityStress toleranceQUALIFICATIONS REQUIRED FOR ROLE:Grade 12 (Matric)RE5(min 120 credits NQF 5/62 -5 years of Financial Advisory experienceUnderstanding of the financial planning processHigh level of technical knowledgeExcellent computer skillsInformation gathering and monitoringAble to relate and interact with all levels of clients and advisorsAttention to detail & AnalyticalAnalytical thinkingExcellent organizational & Time management skillsGoal & Achievement OrientatedHigh stress toleranceMain Responsibilities:Attending client meetingsProtect, secure and grow clients wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet clients financial needsRegular servicing of clientsSourcing prospective clients and referralsMeeting activity and sales targetsReviewing and responding to clients changing needs and financial circumstance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ1NjYyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1129943&xid=1109_45662
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Our client, a dynamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator based in Johannesburg North.Job Spec Assistant Estate Administrator Fiduciary ServicesArea : Johannesburg NorthKey Responsibilities :Estate Administration (consisting of, but not limited to) :- Independently administering the Estate within regulatory guidelines- Preparation of all estate related letters (with applicable annexures) to Institutions- Completion of all transfer and redemption forms- Preparing and placement of statutory required advertisements- Obtain all relevant tax certificates- Meticulously diarizing and following-up on outstanding matters- Liaising with clients and assisting with general e-mail and telephonic enquiries- Liaise with correspondence and courier servicesLast Will and Testament Administration Quarterly Accounting (Preparation) - Processing of all documentation of the Companys standard administration system- Obtain relevant information from client by e-mailing the Request for drafting a Will Document to the client- Set-up appointments- Scan and log original Will into fireproof safe- Send letter of acknowledgement/receipt to the client- Diary management- Maintain accurate Wills records and assist with annual audit of Wills in the safe.Skills and experience required - Minimum of 2 5 years experience within a professional deceased Estates administration environment- Basic knowledge of Wills and the Wills Act- Computer literacy essential MS Office (Word, Excel, PowerPoint, Outlook)- Excellent communication skills (client and service providers)- Strong communication skills (client and service providers)- Strong administrative positionPersonal Attributes - Customer focussed- High work standards- Managing work- Attention to detail- Planning Skills- Work IndependentlyOffice Hours 08h00 17h00There will be occasions where the incumbent would need to work overtime.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU0Nzk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1126076&xid=1109_54795
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Purpose The Project Manager will oversee the relocation of the head office to the new head office building and ensure that all facilities management services are provided for and also oversee the refurbishment of phase 2 and 3 office kit out at the new building.Key Responsibilities The development of an overall project plan for the move and the monitoring of implementation.Oversee and co-ordinate all relocation activities as follows; ensure the relocation of the office is delivered to agreed time, cost and standard, ensure the project is correctly structured with an overall plan and artefacts as agreed, work with internal teams/committees/structures to ensure they are structured and supported in line with the required timescales and that their needs and requirements are taken into consideration, to manage the delivery of allocated teams/individuals (Internal as well as external), oversee the physical fit out of the new location, the move of staff, furniture, office equipment, collaborate with departments with special furniture and equipment to support their move and installations at the new location.Develop or review current policies/SOP/guidelines/practices to take advantage of the new location.Development of a comprehensive change management plan (Pre move, during the move and post the move) and oversee its implementation.Ensure all Contracts/Agreements, Reports, SLA, Policies, SOPs are developed and approved to enable on boarding at the new head office.Conduct on boarding sessions/engagement with staff and stakeholders at the new building to ensure all have settled into the new building.The development of a project plan on the phase 2 and phase 3 of office fit out at the new building.Requirements and Experience A relevant Bachelors degree in fields such as, Real Estate, Facilities Management, Finance or Social Sciences8 years experience in Real Estate/Facilities Management of which 2 years must have been in a senior management positionA proven record of change management experience and record of having lead major office relocation projectsKnowledge of public sector regulations guiding management of facilities will be an added advantageProject Management experienceReport Writing Skills and Presentation skillsStakeholder Management SkillsExperience of presenting to Boards, Exco and Senior Management
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3NDcwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198676&xid=1109_77470
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Business Development Executive - Property(POS274) Cape Town / Somerset WestR 25 000 to R 35 000 per month (slightly negotiable) About this role We are looking for an enthusiastic and outgoing person who are interested in property management, software solutions, business development and sales. Our position includes a comprehensive training and development programme, but prior property management and sales experience are essential.Experience & education Must come with property management/portfolio/ rental or Estate Manager experienceExperience in a corporate environment will be preferred but not criticalFully Bilingual (English and Afrikaans)Preferably a diploma or degree in finance or extensive knowledge and experienceMature communication skills to present in front of Fortune 500 C-Level clientsMust have own reliable transportClosing Date: 29 April 2022
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2MjA1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1195270&xid=1109_76205
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Our client is looking for an Exec Assistant/Lease Administrator to join their team.Duties and Responsibilities:LEASE ADMINISTRATIONFacilitating communication between property owners, landlords, lawyers, and the CEOConducting research and distributing real estate documentsTracking of all changes or adjustments necessary to lease documents received. (Amendments, Addendums, etc.)Tracing, filing and monitoring of lease documentationDraft renewal/new offers, Cessions, Leases and Addendums (not sure if this going to be a requirement too)Manage future renewal diary i.e. Option to Renew and facilitate issuing of required noticesGeneral AdministrationEXECUTIVE ASSISTANTPerforming daily administrative tasks, answering phones, diary management duties for the CEO.Coordination of Travel arrangements.Managing office supplies and maintaining proper stock levelsEnsure effective functioning and maintenance of office equipmentMaintain office services and ensure that all office equipment is in working conditionKey Skills Extensive knowledge of real estate documents, contracts, applications, and submissions.Typing, computer literacy, telephone skills, administration, organisational skills.General business and property management acumen.Well organized and have a strong ability to pay attention to detail. Job Role: Lease Administrator Industry: Legal Salary: Negotiable Required Skills 3 Years of Experience Qualifications Minimum of Grade 12 or equivalent qualification.Relevant Law degree or equivalent.Three years relevant experience, directly interfacing with clients and providing general administrative support, preferably in the Property sector.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU0Nzk5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1130571&xid=1109_54799
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Our client, a dynamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator based in Johannesburg North.Job Spec Assistant Estate Administrator Fiduciary ServicesArea : Johannesburg NorthKey Responsibilities :Estate Administration (consisting of, but not limited to) :- Independently administering the Estate within regulatory guidelines- Preparation of all estate related letters (with applicable annexures) to Institutions- Completion of all transfer and redemption forms- Preparing and placement of statutory required advertisements- Obtain all relevant tax certificates- Meticulously diarizing and following-up on outstanding matters- Liaising with clients and assisting with general e-mail and telephonic enquiries- Liaise with correspondence and courier servicesLast Will and Testament Administration Quarterly Accounting (Preparation) - Processing of all documentation of the Companys standard administration system- Obtain relevant information from client by e-mailing the Request for drafting a Will Document to the client- Set-up appointments- Scan and log original Will into fireproof safe- Send letter of acknowledgement/receipt to the client- Diary management- Maintain accurate Wills records and assist with annual audit of Wills in the safe.Skills and experience required - Minimum of 2 5 years experience within a professional deceased Estates administration environment- Basic knowledge of Wills and the Wills Act- Computer literacy essential MS Office (Word, Excel, PowerPoint, Outlook)- Excellent communication skills (client and service providers)- Strong communication skills (client and service providers)- Strong administrative positionPersonal Attributes - Customer focussed- High work standards- Managing work- Attention to detail- Planning Skills- Work IndependentlyOffice Hours 08h00 17h00There will be occasions where the incumbent would need to work overtime.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzU0NTk0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1126061&xid=1109_54594
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Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.Character & Personality Traits for this Role:ConfidentKnowledgeableProfessional individuals who possess a high level of communicationResilientUndeniable Work EthicHigh level of professionalism and confidentialitySelf-managedWealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.Technical Skills:Advanced communication (English business language)Analytical thinkingAchievement orientationEnterprising potentialNumeracy skillsAdaptabilityStress toleranceQUALIFICATIONS REQUIRED FOR ROLE:Grade 12 (Matric)RE5(min 120 credits NQF 5/62 -5 years of Financial Advisory experienceUnderstanding of the financial planning processHigh level of technical knowledgeExcellent computer skillsInformation gathering and monitoringAble to relate and interact with all levels of clients and advisorsAttention to detail & AnalyticalAnalytical thinkingExcellent organizational & Time management skillsGoal & Achievement OrientatedHigh stress toleranceMain Responsibilities:Attending client meetingsProtect, secure and grow clients wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet clients financial needsRegular servicing of clientsSourcing prospective clients and referralsMeeting activity and sales targetsReviewing and responding to clients changing needs and financial circumstance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ4NDE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1121057&xid=1109_48414
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Do you aspire working in a dynamic fast-paced & culture where the fantastic opportunity to develop and grow a long term career readily exists?People who have a passion for the Financial Services industry and who aspire to be leaders in their profession should apply for this role.Character & Personality Traits for this Role:ConfidentKnowledgeableProfessional individuals who possess a high level of communicationResilientUndeniable Work EthicHigh level of professionalism and confidentialitySelf-managedWealth Specialists / Sales Professional and are able to thrive in a dynamic, fast-paced environment to provide customized financial planning for high net worth clients.Technical Skills:Advanced communication (English business language)Analytical thinkingAchievement orientationEnterprising potentialNumeracy skillsAdaptabilityStress toleranceQUALIFICATIONS REQUIRED FOR ROLE:Grade 12 (Matric)RE5(min 120 credits NQF 5/62 -5 years of Financial Advisory experienceUnderstanding of the financial planning processHigh level of technical knowledgeExcellent computer skillsInformation gathering and monitoringAble to relate and interact with all levels of clients and advisorsAttention to detail & AnalyticalAnalytical thinkingExcellent organizational & Time management skillsGoal & Achievement OrientatedHigh stress toleranceMain Responsibilities:Attending client meetingsProtect, secure and grow clients wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet clients financial needsRegular servicing of clientsSourcing prospective clients and referralsMeeting activity and sales targetsReviewing and responding to clients changing needs and financial circumstance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ4MzgwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1121055&xid=1109_48380
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If you are driven by success and SOLD is your favourite four letter word, look no further because IGrow Wealth Investments, SOUTH AFRICA’S #1 PROPERTY INVESTMENT GROUP, is looking for a PROPERTY CONSULTANT to join our family.In this position we equip you with the stock and the clients, all you need is your sales pitch. You will BENEFIT from:Our state-of-the-art internal systems for marketing and advertisingContinues learning and developmentWorking on 30 world class developmentsCommission payable monthly on bankable dealsNo cold callingWith an earning potential of between R 1 mil – R 2 mil p/a!Some of your DUTIES AND RESPONSIBILITIES will include:Provide consulting services and property sales to primary buyers and investorsSell investment property to first time investorsSell exclusive IGrow New DevelopmentsCall incoming leads and schedule consultations with clientArrange and facilitate show house viewingsREQUIREMENTS: Relevant diploma/degree (financial qualification advantageous)NQF 4: Real EstateEAAB/ Fidelity Fund certificateMinimum 2 years of property sales experience – preferably in the new developmentsADDITIONAL REQUIREMENTS: Consulting with clientsExperience in selling residential propertySectional title knowledgeExperience with property contractsKnowledge of the property sales processUnderstanding investmentsDealing with high net-worth clientsSales skills and closing the dealsExcellent communication and interpersonal skillsConfident and assertiveComputer literate, including Excel skillsWell-presented and neatAbility to build and maintain long-term relationships.Own transportGreat telephone etiquetteA positive can-do attitudeAbility to work under pressureTrust entity and company structuresProperty financing knowledgeProperty registration knowledgeGeneral tax knowledge
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgyNDQyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1211158&xid=1109_82442
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Our client, a real estate company based in the Somerset West area, is seeking an experienced Rental Administrator to join their team.The role would suit an individual with a genuine passion for people, customer service and with excellent administration skills.You must have the ability to work independently and harmoniously as part of a team.Characteristics and Requirements: Must a have a solid working record.At least 2 years’ experience in rentals will count in your favour.Must have excellent administration skills.Must be organized and able to stick to deadlines.Able to work in a pressurized environment.Attention to detail.Able to prioritize tasks.Passion for real estate.Must be fully computer literate with rental software experience as an advantage.Area: Somerset West area and surrounds.Starting date: As soon as possible.Basic: R15 000 pm + commissionPlease apply online if you meet the necessary requirements and believe this is an opportunity you will thrive in.If you have not been contacted within 14 days, please consider your application as unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzQ1NzEzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1127884&xid=1109_45713
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The Senior Valuer will: Independently determine appropriate asset values in respect of residential, commercial, agricultural and industrial properties.Advise and evaluate properties that Ithala departments/units will dispose.Determine market and forced sales value of assets.Evaluate the condition and value of assets.Provide project management support/advice for construction development loans funded by Business Finance.Coordinate and control valuation process.Review and ensure accuracy, validity and reliability of external valuations performed by external service providers and provide input. Recommend best methods to dispose of assets.Provide expert advice on disposal by private sale, formal/informal tender, or auction sales.Ensure compliance with governance in terms of legislative and audit requirements.Monitor and manage all aspects relating to security revaluations of existing assets.Maintain a detailed register of assets.Submit the valuation report with values for approval to management.Maintain accurate valuation records.Conduct industry related research and development on an ongoing basis to identify latest market trends within the Property industry.The following minimum requirements should be met in order to be considered: Bachelors Degree in Property Studies/Real Estate or relevant.Eight (8) years experience in Property Valuation for different types of properties.Must be registered with the South African Council of Property Valuers Profession (SACPVP) as a Professional Value/ Professional Associate Valuer.Member of the South African Institute of Valuers (SAIV) would be advantageous.Valid Drivers Licence and own transport is essentialRequisite Functional Competencies Computer Literacy (MS Office).Knowledge of legislation pertaining to IDFC.Sound knowledge of valuation methods.Knowledge of Principles of Property Law and Law in Valuation.Knowledge of specialised valuations.Knowledge of Bill of Quantities.Understanding of legislation regarding built environment.Understanding of IFRS 9.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzcyODM0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1266636&xid=1108_72834
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Synopsis: One of the major banking institution is seeking an Executive Financial Planner to grow your financial planning business within one of Africas leading institutions and to provide holistic financial planning solutions to Private Banking and Business Banking clients. The Executive Financial Planner will be responsible to tailor make these solutions in order to solve clients individual financial needs Job Description: Key Responsibilities and Accountabilities are but not limited to:Financial and Estate Planning Advice and Financial SolutionsRelationships with Internal NetworkRelationships with New and Existing ClientsProvide a Service to CustomersPeople ManagementQualification and Experience: Diploma Finance and AccountingQualification aligned with the Financial Sector Conduct Authority requirementsFAIS Fit and proper requirementsPreferred QualificationBachelor of Commerce Finance, Legal degreeCertified Financial Planner, Wealth management certificate
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzcxMzQ3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1261027&xid=1108_71347
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