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Results for financial advicer in Jobs in Durban
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*Reference: DUR002401-SN-1*
Our client, a market leader in the manufacturing arena, seeks a competent self-managed individual to fulfill this 6 month contract. Reporting to the Finance Manager.
*Minimum Requirements: *
* B.Com Accounting Honours or CIMA qualification.
* Completed 3 years SAICA Training/Articles.
*Key Performance Areas:*
* Provide key financial inputs into project decisions and divisional business partnering
* Assist with audits and audit findings
* Assist with monthly reconciliations which includes compilation and review
* Drive forward a finance system conversion from Sage to JDE/Oracle and helping to maintain the validity, accuracy and completeness of the management information system at all times
* Provide advice on tax-related
* Ensure all taxation matters are in order, i.e. submission is done timeously and accurately with regards to VAT, Income Tax, Provisional Tax and Dividends Tax
* Ensure compliance of all policies, procedures and systems with legislative, shareholder and statutory requirements (including Companies Act regulations) and advice
* Compile monthly management accounts, with accurate and valid commentary on company performance
* Provide accurate financial (including budget and variance) reports and schedules as required
* Finalise and interpret accounts up to trial balance
* Maintain all financial records and accounts: GL, Cashbook, Petty Cash, Debtors and Creditors
* Ensure a methodical filing system is maintained, i.e. documentation and all related correspondence are filed and complete at all times
* Prepare cashflow forecasts and conduct relevant analysis
* Ensure cashflow is managed in accordance with weekly cashflow forecasts
* Monitor adherence to financial systems and processes
*Skills and Competencies:*
* Good knowledge of relevant financial legislation (e.g. VAT legislation, Tax Legislation, Import and Export Regulations, FICA and Companies Act)
* Ability to establish and maintain effective working relationships
* Ability to handle large volumes of data and to work under pressure
* Assess problems with critical decision-making skills
* Attention to detail with focus on delivery
* Good communication skills
* Good knowledge of:
* Company business planning and budgeting principles;
* Financial Modelling; and
* International Financial Reporting Standards (IFRS).
* Great attention to detail and quality orientated
* Planning and organising skills
* Report writing
* Resourceful, self-managed, honest and proactive
* Ability to plan and organise
* Time management skills, determined and deadline driven
R 40 000 per month (cost to company)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU2Mjk0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1243812&xid=1555_56294
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Our client in the Durban area is recruiting for a Branch Supervisor, to assume overall responsibility for the effective operations and profitability of the branch.
To actively sell company products and ensure sales targets and growth is achieved.
To supervise representatives.
Achievement of all sales targets and growth
Sell, promote and Market the companys Products and ensure that the following is achieved:
Performance of sales activities
Promote and sell new products as the Bank introduce same from time to timePhone clients for sales (Tele-Sales)
Application administration and costs
Capturing of Loan ApplicationsCheck loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
Sales focus
Maintain responsibility for the branches Profit & Loss and BudgetDetermine the critical success factors for new customer acquisition and customer retention
Risk and compliance management
Ensure preventative measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to relevant legislationIdentify, evaluate and monitor and make recommendations deemed necessary to the respective risk and compliance champion in order to assess, reduce, eliminate or control any current or prospective risks to the company arising from violations of, or non-conformance with, laws, rules, regulations, prescribed practices, internal policies, procedures and ethical standards
People management and development
Responsible for training and development of branch staff, assessing team member needs and finding resources to address applicable needWorking with HR, interview, hire and terminate branch team members
Customer service
Create and maintain productive relationships with internal and external clients by providing advice and assistanceCreate understanding of the ‘real’ versus ‘perceived’ need through experience and expertise while complying with company polices legislation and regulations
NQF6
RE5
5-10 years experience in Management/Oversight/Supervision in the Financial Services environment
Full Rep in all Product Categories
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjU5MTY0NDM1P3NvdXJjZT1ndW10cmVl&jid=534705&xid=1259164435
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LetsLink Recruitment is assisting a Private Hospital Group to employ a Pharmacy Manager to be based in Ballito on the Dolphin Coast in KwaZulu Natal.
The Pharmacy Manager will be responsible for ensuring the development and implementation of a strategy for the pharmacy department in line with companies Pharmacy Division’s strategic themes. The incumbent will further manage all related pharmacy services and activities according to the policies, procedures, philosophy, and objective of the organisation.
Key work output and accountabilities:
Manage, advice and influence the delivery of cost effective, quality patient pharmaceutical care in the hospital pharmacy environment.Effective management of the pharmacy within the legal compliance of the South African Pharmacy Council and the Good Pharmacy Practice in South Africa.Ensure that the pharmaceutical standards, clinical pharmacy services, quality assurance and risk management are maintained within the hospital.Exercise the responsibilities of the ‘Responsible Pharmacist’ in the hospital for all areas where pharmaceuticals are stored e.g.: wards, theatres, and the pharmacy department.Act as a custodian for the management of Schedule 5 and 6 drugs as per legal requirements and related administrative and house-keeping tasks.Manage all aspects of case management and application of managed care contracts in the hospital environment.Manage the pharmacy financials as well as understanding the financial fundamentals, indicators, and drivers of the healthcare business.Ensure control over the financial dimensions of the pharmacy, including accurate and timeous reporting of pharmacy financial statistics to Pharmacy and Finance Division Operations Centre.Effective management and audit compliance of the company’s stock system policy and procedure. This relates to all ethical, surgical, and third-party stock.Manage all aspects of the hospital billing department including the timeous billing of discharged files (DNYB) and billing audit resultsFacilitate a culture that is supportive of talent management and the initiation of required implementations to hone pharmacy talent.Facilitate effective change and conflict management.Ensure professional conduct and appearance of staff.Develop talented pharmacy leaders and high performers.Promote staff wellbeing.Maintain customer intimacy through building relationships with doctors, nursing staff, suppliers and building patient loyalty.Build strategic inter-departmental relationships to help achieve business goals at Exco and departmental level within the hospitals.Foster an effective working relationship with service providers.
Skills Profile
Education
A relevant Pharmaceutical qualification...
https://www.ditto.jobs/job/gumtree/4058335734?source=gumtree
6d
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Our client is looking for a Technical Principal who specializes in Bridges to join their team.
Duties and Responsibilities:• Provide high-quality professional advice• Identify and provide solutions to challenging engineering problems• Act as a technical resource as well as Project Manager as and when required• Ensure that projects are completed on time and on budget• Train and supervise the development of staff• Manage clients and maintain client satisfaction• Prepare tender proposals• Maintain corporate knowledge of financial and management requirements• Develop alternative professional solutions to be competitive in the market and be at the forefront of cutting-edge technology• Technical and financial management of projects• Assist the Functional Group with obtaining and maintaining the required resources and the technical know-how to undertake relevant projects• Undertake assessments, analysis and design• Take an active interest in continuously enhancing self and group knowledge and to be familiar with the majority of relevant software that the company utilises• Strictly adhere to the companys Management System (MS), quality standards and HSE procedures• Perform monthly financial reporting tasks as required by line manager• Input into the project budgets and project finance• Building the company reputation locally, nationally and internationally as a leading consultant with a strong reputation for innovation, technical excellence, quality and project delivery• Building strong and sustainable relationships with existing or new clients• When required, providing project governance, at project director level, to achieve reliable project performance in terms of sophistication, timeliness and quality• Supporting our regional management team in South Africa to provide leadership to employees to ensure cohesion, optimal performance, resourcing, retention and professional development
Key Skills• Quality and timeliness of reporting• Performance in meeting project deadlines• Provide expert guidance of engineering design issues and analysis methods• Client satisfaction• Successful project delivery• Be flexible and cooperative in approach to work and project teams• Participating in successful tenders
Required Skills
15 Years of Experience
Qualifications
• Bachelor of engineering degree/higher degree from accredited university/college.• Postgraduate qualification in Structural Engineering is desirable.• Minimum 15 years of practical experience in the relevant discipline• Relevant professional memberships• Ability to identify and provide solutions to challenging engineering problems• Excellent written and oral communication s...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjgyMTgxNjg0P3NvdXJjZT1ndW10cmVl&jid=376071&xid=2682181684
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Purpose: Where necessary, to support and assist the Financial Planning Consultants to provide holistic financial planning advice to corporate funds members, by identifying their investment and lifestyle needs and objectives and to identify new business opportunities within existing and potential client bases. To help develop and implement strategies and manage relationships with key personnel within assigned and segmented Corporate accounts.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5Njc0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1222786&xid=1109_89674
2y
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The Finance & Insurance Marketer will be responsible for maximising sales opportunities and productivity by increasing new business production, non-interest revenue and market share at the dealership. The incumbent will need to maintain high standards of compliance and to provide excellent customer service to clients. The incumbent will be responsible to follow proper procedures in processing new deals.
*Role Outputs:*
* Acquires new business and drives the achievement of meeting targets at
* Delivers on financial targets to increase profitable business by acquiring new business and increasing market share, value added products, conversion rate fixed and linked rates ratio.
* Acts as a customer liaison for all applications and provides creative financial solutions to meet customer needs by structuring deals in terms of solutions required by customer.
* Identifies innovative ways to enhance sales within the area and increase profit margins.
* Ensures that product knowledge and advice is technically accurate and validates customer information.
* Ensures that documentation submitted complies with relevant legislative requirements and with organisational governance processes.
* Resolves customer dissatisfaction / complaints and takes ownership of the problem.
* Ensures customer excellence through interaction with internal and external customers throughout all business activities.
* Responsible for consistently revising processes based on the understanding of financial processes which need to be adhered to in accordance with the operating standards.
* Identifies effective activities to address development gaps to ensure personal development and performance.
*Qualifications:*
* Financial services-related qualification (Higher Certificate / Diploma / Degree) that is recognised by the FSCA with a minimum of 120 Credits
* RE 5 Certification
* NCA Card Accreditation
* **Experience:*
* 3 – 5 years’ experience finance sales environment
* 3 – 5 years of in-depth knowledge of the motor industry processes, procedures and systems
* 3 – 5 years’ experience data analysis and deal making
* Experience as a Finance & Insurance Marketer on a dealership floor would be advantageous
*Additional Requirements:*
* Date of First Appointment (DOFA)
* Completed and up-to-date CPD hours for the 2021 / 2022 cycle (with a minimum of 18 hours in Short-term Insurance Personal Lines A1 and Long-term Insurance subcategory B1-A)
* Candidate required to work without supervision
*Qualifications:*
* Financial services-related qualification (Higher Certificate / Diploma / Degree) that is recognised by the FSCA with a minimum of 120 Credits
* RE 5 Certification
* NCA Card Accreditation
* **Experience:*
* 3 – 5 years’ experience finance sales environment
* 3 – 5 years of in-depth knowledge of the motor industry processes, procedures and systems
* 3 – 5 years’ experience data analysis and deal making
* Experience as a Finance & Insurance Marketer on a dealership floor would be advantag
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzUyNDUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1239802&xid=1555_52451
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Join this established boutique wealth firm at their Durban North offices as a Financial Planner.The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.Ensure all FAIS and FICA compliance requirements are metRequirements:2 years experience in a Wealth Management / Financial Advisory firm Solid exposure to Investments , Wealth & Risk Portfolios Fit and proper
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgxNDI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1209899&xid=1109_81425
2y
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Join this established boutique wealth firm at their Durban North offices as a Financial Planner.The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.Ensure all FAIS and FICA compliance requirements are metRequirements:2 years experience in a Wealth Management / Financial Advisory firm Solid exposure to Investments , Wealth & Risk Portfolios Fit and proper
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgwNDU2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1206074&xid=1109_80456
2y
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The Role: We are looking for a Partner - People and Culture to support BU management in forecasting and planning the talent pipeline requirements in line with business requirements and in support of the overall People strategyPartner with the Learning and Development environment in the identification and implementation of business appropriate learning interventions. Duties/ Responsibilities: Support the relevant people processes (performance, development, and career development) to ensure that employeesâ?? level of performance and capabilities meet current and future standards as required by the business.Identify and participate in specific projects as determined in the annual People plan as well as participate in functional and cross-functional initiatives as required by business.Provide input into initiatives aimed at driving the continuous improvement of HR services and processes.Provide relevant input and support in the development of the reporting of HR analytical information. Relationship Management Provide expert advice and coaching to the relevant management where appropriate.Understand management opinions and anticipate their needs and concerns.Risk and Governance Actively participate in HR related business risk mitigation, ensuring that relevant HR risks are appropriately mitigated and or recorded.Participate in relevant risk and governance processes, as and when required.Ensure that relevant HR policies are implemented consistently and fairly across all business, ensuring that any policies are made in a fair and objective manner.Ensure that all HR policies are appropriately communicated within the business.Employee Relations Promote, drive and manage sound employee relations to create an awareness of the well-being of the business.Act as an advisor to the relevant BU management of any potential employee relation matters, ensuring that all relevant policies are adhered to and are applied fairly and consistently.Conduct the relevant analysis of employee relations activities to identify corrective measures and report on these as and when required.Operational Administration Provide the relevant and appropriate administration support to the business as and when required i.e. transfers, escalations and ad hoc requests.Skills and Experience: Essential Qualification: Relevant HR and/or associated qualification Preferred Qualifications: Recognised as being very knowledgeable in all aspects of HRDemonstrated high-level of proficiency in MS office suiteFinancial and Business acumen Experience Required: HR experience: 5+ yearsâ?? experience in HR role(s) in comparable organizationsProject Management: 1-2 yearsâ?? experience in participating in small to medium HR related projectsOther: Work environment: Hybrid work approachRequired to be visible at business sites Travel: Yes â??
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzY0NTA1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1229022&xid=1108_64505
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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 areasSource 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 CompetenciesExcellent 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 CompetenciesCUSTOMER CONNECTIONRelationship buildingInsightEXECUTION EXCELLENCEProduct salesDeliveryAccountabilityOperational excellenceManaging changePEOPLE PRIORITYCollaboration cultureManaging performanceDeveloping talentRequirementsEducation and ExperienceMatric; 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 skillsFinancial PlanningPresentation SkillsSales skillsTime managementBusine
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwOTg5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1180404&xid=1109_70989
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1MzY2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192942&xid=1109_75366
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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. 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 5 years experience in financial advisory role. Excellent and proven selling ability Excellent verbal and written communication skills in required language Articulate with confident presentation skills Strong client service orientation Attentive to detail and accurate Organised with effective time management skills Develop and implement strategies to obtain and manage business opportunities arising within assigned Corporate accounts Manage and strengthen relationships with key staff in assigned Corporates Source new business from retained clients and by means of referrals Support AFs 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
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc2NjAzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1196300&xid=1109_76603
2y
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Join this established boutique wealth firm at their Durban North offices as a Financial Planner.The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.Ensure all FAIS and FICA compliance requirements are metRequirements:2 years experience in a Wealth Management / Financial Advisory firm Solid exposure to Investments , Wealth & Risk Portfolios Fit and proper
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzgyNjYyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1211230&xid=1109_82662
2y
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The Person: Newly qualified CA (SA).Fully Qualified Accountant (i.e. ACCA / CIMA / ACA).Some commercial accounting experience an advantage.Some tax knowledge desirable.Working knowledge of Microsoft Office.Knowledge of Syspro advantageous. The Job:As right hand to the Finance Manager:Prepare, analyse and manage accounting data and implement financial plans.Monitor cash flows statements and predict future trends.Improve under-performing areas of the business and create efficient systems to reduce costs by maximise working capital for business growth.Arrange new sources of Finance and debt facilities.Oversee financial reports in compliance with Industry legislation, IFRS and Regulatory Guidelines,Provide financial advice to the team to ensure all transactional, payroll and legislative requirements are met.Develop external relationships and liaise with Auditors to ensure annual monitoring is carried out. Competencies: Excellent attention to detail, knowledge of accounting regulations.Ability to report to Senior Managers.Capabilities to supervise, manage and lead staff.Excellent commercial flair and industry experience.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc5OTM1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1205389&xid=1109_79935
2y
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SavedSave
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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1MzUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192929&xid=1109_75351
2y
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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=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MTg0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198563&xid=1109_77184
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A growing manufacturing company is looking for an Accountant who has the time to consult, come into the office when needed and assist the company with financial advice and training. Position is Full/ Part -time Requirements Accounting license Detailed track records Own reliable transport Dedicated and helpful Honest and loyal Location: Greyville Durban 4001 Send us your detailed CV to lisarobbin,careers@gmail.com We look forward to meeting you. Thank you Best RegardsLisa
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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 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 complaintsRequirements: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 Planning· Presentation Skills· Sales skills· Time managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNDk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178604&xid=1109_70495
2y
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Junior Financial Planner | Umhlanga R300 00 - R----- Per AnnumThe 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 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 complaintsRequirements: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 Planning· Presentation Skills· Sales skills· Time managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc1NDI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1192977&xid=1109_75425
2y
1
SavedSave
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 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 complaintsRequirements: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 Planning· Presentation Skills· Sales skills· Time managementBusiness understanding:· Financial Planning Products· Internal Systems (CRM, Interface)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNDk1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178604&xid=1109_70495
2y
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