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Results for advanced excel in "advanced excel" in Jobs in Centurion in Centurion
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This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered.Key ResponsibilitiesPrepare compliant, accurate financial plans aligned to client objectives and risk profilesPerform detailed cashflow modelling, retirement projections, and scenario analysisConduct investment research and comparative analysis, considering tax and legislative implicationsCompile Records of Advice, client review reports, and adviser presentation packsEnsure all documentation complies with FAIS, FICA, FSCA, and internal compliance frameworksMaintain audit-ready records and accurate CRM dataProvide technical support to advisers before and after client meetingsRequirements24 years experience in a paraplanning, wealth management, or advisory environmentSolid working knowledge of investments, retirement planning, and financial planning principlesProven experience with cashflow modelling and financial analysisStrong understanding of regulatory and compliance requirementsAdvanced report-writing skills with exceptional attention to detailProficiency in Microsoft Office and financial planning systems (e.g. myPractice)Relevant qualification or studies toward Financial Planning / Wealth Management / CFP®Why This OpportunityAssociation with a trusted, well-regarded wealth brandExposure to high-quality advice processes and experienced advisersStructured, professional environment with strong compliance supportLong-term career value and skills developmentSuitable candidates can expect fair, market-related compensation, together with the added benefit of long-term financial growth and structured career development.
https://www.jobplacements.com/Jobs/W/Wealth-Paraplanner-1249619-Job-Search-01-08-2026-00-00-00-AM.asp?sid=gumtree
4d
Job Placements
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Are you a skilled verification professional ready to step into a client-facing role that truly makes an impact?A leading verification agency is looking for a Verification Analyst to join their expert team in Centurion. This role offers the opportunity to work with a diverse portfolio of clients from SMEs to multinationals delivering high-quality verification services with precision and professionalism.Key Duties:Conduct B-BBEE verifications in line with DTI Codes of Good Practice and relevant sector codesLead client meetings and manage the end-to-end verification processInterpret and communicate B-BBEE scorecard elements clearly and confidentlyCompile accurate verification files and finalise reportsPresent findings to client teams and respond to technical queriesNavigate complex client discussions and manage objections effectivelyKey Requirements:Minimum 2 years B-BBEE verification experienceB.Com Accounting, Internal Auditing, Financial or Legal qualification (degree or diploma)Strong grasp of accounting principles and financial statement analysisExcellent interpersonal and communication skillsConfident presenter, comfortable in meetings with senior stakeholdersAdvanced skills in Excel, Word, and PowerPointAbility to manage deadlines and demonstrate attention to detailValid drivers licence and access to own vehicleEE Disclaimer:All positions will be filled in accordance with the companys Employment Equity plan. We encourage people with disabilities to apply.https://www.jobplacements.com/Jobs/V/Verification-Analyst-1205415-Job-Search-7-23-2025-3-45-24-AM.asp?sid=gumtree
6mo
Job Placements
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To provide efficient and value-added clerical and operational support services to the Sales Manager/s and Sales team as outlined in the principal responsibilities listedAdministrative and operational support experience with key accounts in the FMCG channel will be an advantage4-5 years experience in an administrative function in a sales support role within the FMCG or Pharmaceutical industry is essentialSkills:Good knowledge of clerical and assistant processesGood knowledge of general administrative processesGood understanding of organisational processes and practicesBasic understanding of marketing and sales processesExcellent planning, organising, coordinating, and prioritising skills (able to cope with a variety of tasks, reporting to several senior staff members)Superior telephone etiquetteSolid written and verbal communication skillsGood people and networking skillsGood time management skillsStrong computer literacy especially in Microsoft applicationsDeliver efficient clerical service:Provide general administration serviceManage external interfacesManage communications - written (filing, faxing, email, etc.) and verbal (telephone, direct, etc.).Manage documentation filing, record keeping, travel documents, distribution of mail, etc.Compile documents and presentations according to organisational outlines and templates for both the Sales Manager and sales team.Update schedules timeously according to requirements and priority.Prepare provisions for meetings (e.g. documents, presentations) timeously and make it available for review by the Sales Managers in advance of scheduled meetings.Take minutes for the sales department meetings and distribute it to the appropriate recipients.Research and handle delegations according to relevant protocols.Housekeeping ensuring that the office space is neat and tidy at all timesProvide efficient operational services:Daily office and operational duties to ensure a smooth flow of the office.Serve as the point of contact person for office duties including Equipment, Bills, Errands & Shopping.Expense management responsibilities:Manage the teams functional budget and expenses for Sales Manager and Sales team monthly, specific reference to Credit Cards expense reconciliationAccurately process and record all relevant business transactions and general purchase orders, payment requisitions (include providing general project codes), and petty cash responsibilities.Transactions and records should be easily accessible and traceable; a strict reconciliation processFollow up on expense queries and ensure changes are made.Travel arrangement responsibilities:Planning and execute international and national business
https://www.jobplacements.com/Jobs/I/Internal-Sales-Assistant-1196631-Job-Search-06-23-2025-04-16-50-AM.asp?sid=gumtree
7mo
Job Placements
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MAIN PURPOSE OF THE JOBThe overall purpose of this role is to provide specialist advice and to execute and implement the Lending products and pricing strategy, implement the pricing policy and ensure alignment across bank. The role is responsible for lending products and services that are sound, market competitive and appropriately priced for Agricultural Clients. The incumbent will support the team in the capacity of Manager: Lending Products and Pricing. Key Performance Areas Product Development and PricingLead scenario testing and sensitivity analysis of various pricing assumptions and report on the results and advise on appropriate actions as-and-when required.Lead the development and implementation of new rating and pricing models for existing and new products.Produce appropriate calculation tools and/or quotation tools in collaboration with sales and operations departments and IT.Provide specialist advice and support in defining standard operating procedures (SOPs).Conduct research and gather data to provide input to operational reporting and decision-making processes.Provide specialist advice to plan for value-added process improvements, initiatives and services to deliver on operational objectives.Provide expertise to identify and develop solutions to improve quality of processes and services.Translate the integrated medium term pricing strategy/design by dealing with the relevant stakeholders across the bank. Client / Customer ManagementProvide advanced specialist advice and give input to the service delivery excellence practice optimisation.Develop and maintain relationships with relevant stakeholders that contribute to a culture of customer service excellence.Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses. Finance ManagementContribute to the effective reduction of cost and financial wastage in line with organisational policies and procedures.Establishment, alignment and management of target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.Help the market meet its financial objectives by managing the P&L of the all-risk mitigating solutions in the portfolio.Initiate and manage market research, data mining and quantitative analysis to ensure sustainability and future competitive growth. Stakeholder EngagementProvide thought leadership to internal and external stakeholders, by giving lending product guidance and advice on pricing.Maintenance of expert knowledge on relevant legislati
https://www.jobplacements.com/Jobs/M/Manager-Lending-Products-and-Pricing-1247272-Job-Search-12-18-2025-02-00-15-AM.asp?sid=gumtree
1mo
Job Placements
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