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Results for financial adviser in "financial adviser" in Jobs in Eastern Cape in Eastern Cape
1
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A leading equipment supplier requires the expertise of a Senior Accountant to be based at their Port Elizabeth operations. If you have the following skills, apply today.
Core duties
Data entry: Recording financial transactions.Bank reconciliation: Cross-referencing the books against bank statements and other source documents to confirm accuracy.Accounts receivable (and credit control): Creating and sending invoices and following up to get them paid. Solid VAT knowledge.Accounts payable: Making sure invoices from suppliers are accurate and paid in a timely manner. Solid VAT knowledge.Monthly reports: Summarising the business’s financial position.Payroll: Calculating pay and deductions.
Advanced duties
Tax filing: Preparing tax returns.End of year reporting: Assisting with annual profit and loss and balance sheet reports.Business strategy: Creating budgets and forecasts, and advising on how to improve the business.Business process: Reviewing, researching and implementing software solutions and internal controls to streamline the business and enhance performance.Training: Working with staff on best practice bookkeeping and use of software solutions.
Qualifications and Experience:
BCom AccountingAccounting & payroll processing 3 years +SageLegal software & understanding (advantageous)Sage PayrollE-filing
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODI0MjM1Mjg5P3NvdXJjZT1ndW10cmVl&jid=1463929&xid=1824235289
5h
Despatch1
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Group Compliance Manager – R1,2 million - Rosebank
This financial company is seeking a Group Compliance manager.
The ideal candidate will have:
LLB, BCom Honours or relevant Risk Management related Degree or equivalent. Affiliation to a Compliance Body is advantageous.7 Years + working in a Compliance environment and/or managing/leading a Compliance team preferably in the Financial Services sector (Banking, Fintech). Insurance compliance experience is advantageous.7 years plus experienceThe group compliance manager will be responsible for Providing a strategic direction to the organisation on compliance related matters;Proactively advise and guide the business on existing and emerging regulatory compliance requirements for the entire organisation;Develop, roll-out and monitor the implementation of the Risk Management and Compliance (RMCP) program;
If you are interested in this role send me your Cv to marinda@prrrecruitment.co.za to discuss the role more in detail.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xOTkxOTcwNjQwP3NvdXJjZT1ndW10cmVl&jid=1489900&xid=1991970640
5h
Aliwal NorthSavedSave
We're HiringOur client in the healthcare insurance sector, requires a Member Consultant for a fast paced environment, where you can grow your experiences and contribute to the Corporate Advisory Services Department.Job PurposeProvide an effective and efficient conduit between the organisation and its clients (i.e.Members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and education.Key Responsibilities-Demonstrate a good understanding of the Employee Benefits (medical scheme, retirement fund, group risk, employee wellness programme, expatriation health benefits etc.) industry and the products available in the market;-Conduct in-depth analysis of members’ financial needs and provide appropriate advice,record, save onto the CRM and provide member with a copy of the record of advice;-Ensure that members understand the benefits, exclusions, administration processes and procedures of their appointed schemes/funds;-Advise members who are leaving their employers (retirement/resignations) of their options (e.g. continuation, transfers, preservation options, tax implications, etc.) and refer them to an authorized financial planner for advice;-Consult with members who have low investment (e.g. Red zone) to encourage them to increase their contributions or change their investment strategy;-Conduct and arrange onsite member assist sessions, inductions, and training sessions. Ensure meeting notes are sent out for these engagements.-Assist with resolve outstanding requirements for new business applications in the event the AC department was unable to resolve after 3 attempts.-Year end review presentations or where there is an open window period when required.Qualifications/ Requirements (Non negotiable)Matric,FAIS Fit & amp; Proper compliant (NQF Level 5, Regulatory Exams)At least 3 years’ experience in medical insuranceDrivers licence and own vehicleCompetencies-Written and verbal communication skills in English-Customer Focus-Attention to details-Deadline driven-Cold calling-Ability to do presentationsLocation: Port Elizabeth To apply please email me: edusmart.prepscool@gmail.comPlease consider your application unsuccessful if you have not received feedback within 2 weeks.#lamiaconsultants #financial #RE5 #healthcare #consulting #memberconsultant
19h
Port ElizabethSavedSave
Join the legacy and build your business anchored on success from access to markets and support from a trusted brand. Requirements- Relevant financial qualification NQ5- At least 2 years experience as a financial adviser- FAIS compliance RE5- FSCA recognized tertiary qualification- Own Laptop- Drivers license and own carBenefits- Training support and compensation- Direct commission payment- Commission options: - Commission split - Frequency- Salary depending on qualification CriteriaSkills and components:- Must be able to work paperless- Not office bound- Online submissions/ tracking and acceptance- E-signature- Provide your own leads- Must be innovativeIf you meet the above requirements please forward you cv to mihlali.martins@baileyslegacy.com
2d
Port ElizabethAds in other locations
1
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Introduction
Accounting firm in Northcliff, Randburg, has a vacancy available for a suitably qualified and experienced Manager Of Yearly and Tax Department to join their dynamic team.
Duties & Responsibilities
The successful incumbent will be responsible for:
Managing all the firm’s tax and yearly accounting clientsConsulting and advising clients regarding all tax and accounting mattersHandling individual, trust and company tax returns as well as the full accounting function and financial statement preparation for yearly clientsDelegating the necessary tasks for yearly and monthly departments to complete tax submissionsSuccessfully completing tax objections
Desired Experience & Qualification
Minimum of a B Com Accounting / B Acc or equivalent university degree; successfully completed SAIPA articles and a Professional Accountant in good standingAt least 3-5 years tax and accounting experience in a small to medium enterpriseExperience working on Xero and Draftworks (preferably)Experience working with SARS and E-filingA passion for tax and accounting is a mustAble to communicate in both Afrikaans and English
Knowledge
Good knowledge, understanding and interpretation of relevant tax and accounting legislation
Skills
Advanced levels of computer literacy in complete MS Office suiteConsiderable verbal and written communication skills.Manage and delegation in the yearly and tax departmentOrganisational skillsDeadline driven and ability to work under pressureAttention to detailDriven to succeedAbility to work in a teamTime Management
Package & Remuneration
R 25 000 - R 35 000 CTC pm. (Dependant on experience)
Interested?
Please send your CV to hr1@peopledimension.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMTIyNTE5MTAyP3NvdXJjZT1ndW10cmVl&jid=1719519&xid=3122519102
4h
Johannesburg CBD1
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Main Purpose of Job
Establish, maintain and control the general financial function for the division in order to comply with the guidelines given by the parent company and the in-country head office and requirements by International Financial Reporting Standards (IFRS).
Responsibilities:
Provide and interpret financial informationMonitor and interpret cash flows and predict future trendsAnalyse change and advise accordinglyFormulate strategic and long-term business plansResearch and report on factors influencing business performanceAnalyse competitors and market trendsDevelop financial management mechanisms that minimise financial riskConduct reviews and evaluations for cost-reduction opportunitiesOverall management of the company’s financial accounting, monitoring and reporting systemsFirst point of contact in liaising with internal and external auditorsDevelop external relationships with appropriate contacts, i.e. auditors, solicitors, bankers and statutory organisations such as the receiver of revenueProduce accurate financial reports to specific deadlinesPrepare budgets and forecasts to specific deadlinesPrepare corporate tax and VAT calculationsSupervise, train and develop staffKeep abreast of changes in financial regulations and legislation; ensure that the company is compliantMaintain a documented system of accounting policies and procedures in line with Group Policies and ProceduresMonitor and manage BB-BEE information as provided by the Procurement Co-Ordinator before submission to relevant parties
Required Qualifications/Experience
Grade 12/Matric/Senior school certificateCA (SA) with minimum 2-3 years’ post articles experience OR a minimum of 10 years’ experience in a Financial Manager roleAutomotive and Logistics industry experience is essential
This is an AA/EE appointment and ONLY applications from South African Historically Disadvantaged Individual (HDI) candidates will be considered.
If you have not received a response within 48 hours of submitting your resume, please consider your application as being unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zOTA0NDA2NDQ3P3NvdXJjZT1ndW10cmVl&jid=375419&xid=3904406447
4h
Johannesburg CBD1
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There are two Business Development Manager positions available, one in Pretoria and the other in Cape Town.Your qualification as a CA or a Marketing degree, CFP and RE 1 and RE 5 (Advantageous) as well as Minimum of 5 years experience in the financial services industry and Minimum 5 years experience in the sales / marketing / business development environment will enable you to do the following duties:People:Build meaningful relationships with wealth advisors to ensure practice growth, suggest and implement plans for such;Source and build pipeline of advisors/books to buy;Actively share information with other team members regarding successes, issues, trends, and ideas;Develop strong relationships with key decision makers on Product Provider level to ensure operational efficiency;Discuss appropriate product characteristics, organise appropriate training, service and support structures;Building relationships with key distribution partners and those in target market;Manage and co-ordinate business development initiatives;Co-ordinate adequate and timeously reporting and feedback;Recruit Value Add Financial Advisors within the designated criteria.Legal:Assist in the arrangement of legal agreements between business partners and integrating contract requirements with internal business operations;Ensure high level due diligence on Product Providers Processes.Administrative:Monitor and report on sales, operations, and profitability;Liaise with financial advisers and address any sales / product issues - explain product details and concepts where applicable;Give feedback regarding information pertaining to the performance of outputs;Implement management decisions, ensure roll out and that decisions are actioned;Ensure timeously reporting to advisors on their business growth;Ensure that advisors adhere to system usages and processes within Company.Technology:Apply systems and processes to obtain, coordinate and apply product specific information CRM and CIS.Growth:Drive Growth Strategy as set out in VCP.Marketing:Facilitate in the development of marketing and communication materials and monitor correct application (i.e. all communication, newsletters, brochures);Assist advisers with marketing activities, discuss possible advantages and create/provide target market initiativesSales:Ensure Revenue, AUA and GWP growth through advisor business and any other advisor related initiative.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzIwNzc4OF9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1856198&xid=1108_207788
4h
Other1
Job title: FX Relationship & Distribution ManagerOur client, a fast growing and dynamic specialist financial services company, is looking to employ the suitable candidate in a senior position as their Foreign Exchange portfolio manager for their Stellenbosch branch. This position would report directly to the CEO of the Company. They offer treasury outsource solutions together with advice around currency movements and hedging.Main Purpose of the jobThe candidate will be expected to generate new business opportunities (sales) by cultivating and growing partner networks.Actively monitoring the currencies market and engaging with clients on a FX strategy and advising on market opportunities as and when they arise.Ensure that the required Financial Targets and Objectives are achieved on a monthly basisRequirementsFormal Commerce DegreeBasic financial background gained from previous work experienceForeign Exchange, Money Market, Derivative or treasury related product knowledgeRE5 Certificate 1/2 Years experience within FXSalaryR40 000-R50 000 basic + comms, depending on experience but negotiable for the right candidate and experience) Please apply online and if you have not been contacted by ARVO recruiters within 4 weeks of applying, please consider your application unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzIwNzc3Nl9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1856184&xid=1108_207776
4h
Stellenbosch1
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Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic individuals filled with tenacity, integrity, and unconventional thinking. They value a can-do attitude while challenging convention and respect diversity, competency, and flexible leadership in the pursuit of business growth. The role of the junior financial advisor is to provide support to the senior advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.Responsibilities:Responsible for assisting senior advisors in providing financial advice to Investec Private Bank Clients in accordance with FAIS legislation and according to Investec’s professional financial advice guidelines. This includes doing an analysis of the client’s financial affairs (including a Risk inventory) and developing a financial plan (Six Step Financial Planning Process). Ensure that proper record keeping of advice is maintained.Assist in conducting annual financial review with clientsBuild and maintain close relationships with Private Bankers. Private Bankers are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and supportEnsure credibility with clients and Private Bankers through effective service deliveryAssist with the sales and marketing of Investec Life product range with other distribution or service channels.Assist the Client Services Centre should phone in clients require more technical (product and advice) supportAlways operate within the Private Bank business strategies and Investec’s brand guidelinesExperience, skill and capability: Understanding of the long-term insurance business and financial marketsKnowledge of and experience with financial planning processesClient service orientatedExcellent interpersonal skillsRelationship building and networkingAbility to organise and prioritiseAbility to work under pressureTeam playerMust have initiative and be tenaciousAbility to close a dealRelevant tertiary qualification or CFP would be preferred
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzIwNjkxNV9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1856789&xid=1109_206915
4h
Other1
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Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients, is seeking a Junior Financial Advisor (Risk, Retirement and Investments). They are looking for dynamic and energetic individuals filled with tenacity, integrity, and unconventional thinking. They value a can-do attitude while challenging convention and respect diversity, competency, and flexible leadership in the pursuit of business growth. The role of the junior financial advisor is to provide support to the senior advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, and expertise.Responsibilities:Responsible for assisting senior advisors in providing financial advice to Investec Private Bank Clients in accordance with FAIS legislation and according to Investec’s professional financial advice guidelines. This includes doing an analysis of the client’s financial affairs (including a Risk inventory) and developing a financial plan (Six Step Financial Planning Process). Ensure that proper record keeping of advice is maintained.Assist in conducting annual financial review with clientsBuild and maintain close relationships with Private Bankers. Private Bankers are the gatekeepers to the clients and must be included or kept informed in all activities with clients to ensure continued access and supportEnsure credibility with clients and Private Bankers through effective service deliveryAssist with the sales and marketing of Investec Life product range with other distribution or service channels.Assist the Client Services Centre should phone in clients require more technical (product and advice) supportAlways operate within the Private Bank business strategies and Investec’s brand guidelinesExperience, skill and capability: Understanding of the long-term insurance business and financial marketsKnowledge of and experience with financial planning processesClient service orientatedExcellent interpersonal skillsRelationship building and networkingAbility to organise and prioritiseAbility to work under pressureTeam playerMust have initiative and be tenaciousAbility to close a dealRelevant tertiary qualification or CFP would be preferred
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzIwNjkxNl9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1856790&xid=1109_206916
4h
Other1
Controller
Position: Full-time, hybrid
Location: Bellville, Cape Town
Please send your updated CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is a leading independent provider of IT infrastructure services, with about 18 000 employees worldwide. They work at the heart of digitization, advising organizations on IT strategy, implementing the most appropriate technology, and managing our customers’ infrastructures.
About the role
This role entails Commercial planning & controlling of Inventory PnL results, balance sheet evaluation & depreciation for global spare parts and pool inventories, as well as identification, coordination, and execution of optimization and development measures with the aim to enable economic growth in an increasingly international environment with efficient spare parts and pool inventories
Tasks and Responsibilities
Planning (15%)
Preparation of the monthly PnL forecastMonitoring and commenting on the development of results between Actuals, plan andforecastAnnual cost analyses of the installed base to verify costing factors, vs. actual costsSupport management with the determination and definition of area rate card, crosscharging rates and charging models
Controlling (25%)
Monthly preparation of global stock KPIs and its communicationAnalyze, prepare, and evaluate PnL results for discussion with management.Identification and highlighting of commercial risksDeriving commercial control and improvement measures in close cooperation with divisional managementMonthly monitoring of inventory and service cost vis-à-vis the spare part service providersSupport with controlling commercial performance of global spare part providersParticipate in monthly service reviewsEnsuring the resolution of issues identified in service reviews, corrections and clarifications with the involved areas & provider
Month end closing (25%)
Preparation and reconciliation of balance sheet valuations for stock as well as the relevant postings for the month end closingSupport and assistance with monthly and annual financial statements for Finance
Projects and Deal Support (35%)
Participation in larger projects and change initiatives, independent management of defined sub-projectsSupport of system and tooling definitions for aspect of stock commercialsAnswering presales and make-or-buy inquiries in respect of most efficient spare parts inventory
Essential Qualifications, Experience & Skills
E...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMTA3ODk0Mjc1P3NvdXJjZT1ndW10cmVl&jid=1545844&xid=1107894275
4h
1
SavedSave
Job Summary
Provides financial information by maintaining and reconciling accounts and preparing reports.
DUTIES & RESPONSIBILITIES
Fixed Asset Month-end Reporting
Ensure that all fixed asset purchases are recorded correctly in the general ledger and the fixed asset sub module reconciles to the general ledger on a monthly basis within the month end deadlineAccounts for the movement of fixed assets including the transfer & disposal of assetsEnsures that all assets are accounted for in terms of the accounting policyEnsure that no weaknesses are raised by the internal or external auditors’ reports
General Ledger Close
Raise month end close journals which are accurate and complete within the month end deadlineMonthly review of Income Statement ensuring accuracy and completenessPreparation of Monthly Balance Sheet reconciliations within the specified deadlines to ensure that the balance sheet is accurate and completeResolve Balance Sheet reconciling items before Month EndEnsure that no weaknesses are raised by the internal or external auditors’ reports
Income TAX & VAT Returns Compliance
Prepares monthly tax computations and raise related journal entryPreparation of Income Tax ReturnsPreparation of Provisional Tax PaymentsPreparation of VAT returns taxationEnsure that Taxation compliance requirements are achieved within legislation deadlines
Financial Statements & Compliance
Ensure that annual financial statements are completed within the agreed timeframesPrepare annual statutory accounts and returns in accordance with relevant legislationKeeps abreast on changes in international accounting standards and advises key stakeholders of changesEnsures that records to meet legal & tax requirements are maintainedMaintains a sound internal control environmentMaintains accounting controls by following policies and procedures; complying with relevant legislationAccomplishes accounting and organization mission by completing related results as neededLiaise with external auditorsEnsure that all information is readily available for review by the auditors within the agreed timeframeEnsure that no material errors or exceptions are identified by the auditorsResolution of auditor issues in a timely manner
Ad Hoc
Reviewing and releasing of supplier payments on a timeous basisReviewing and approving of supplier invoices on the Procurement Portal
The above is not limited and can change to be...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDEzNjA1NDU0P3NvdXJjZT1ndW10cmVl&jid=1177219&xid=1013605454
4h
1
We are setting up a new team for the Group Delivery Back Office team in South Africa to help out with the scheduling of different Resources, e.g. IT Consultants, Project Managers, Engineers for our customers.
Responsibilities
Gather information through relevant business systems/tools
Advise and provide support to customers to satisfactorily resolve queriesUnderstand the nature and urgency of resource, what exactly the customer requires and schedule them accordinglyProvide good customer service to ensure that requests for information are provided to avoid customer escalationsScheduling services / organize resources to the partners to meet SLA’sPrioritise your own workload to ensure that deadlines and customer requirements are met
Qualifications, Experience & Skills
Fluency in English and German
Good working knowledge of Microsoft Applications (any experience with ticketing tool could be an advantage)The ability to plan and organise your own, and others’, workloadProven experience of high standards of customer serviceGood administrative experienceThe ability to ensure accuracy of data, provide data for reporting and processing of informationExcellent interpersonal, literacy skills, adaptivity and ability to build relationships at all levels
Further Requirements and information
Salary is based on level of skills, experience, qualifications etcWill be located in SA, but report into a German ManagerNeeds to reside within Cape TownValid matric certificateIf a foreign national, the following documents need to be presented with the application upfront:SAQA evaluated matric certificate and,A valid passport and working permit ora valid Asylum Seeker Certificate ora valid Refugee Certificate ora valid Non-SA citizen ID with a Permanent Residence Certificate orForeigners with SA life partners need a spousal visa and endorsement
Offer
As a future member of family, you will have the opportunity to:
Use and improve your language knowledgeParticipate in trainings and talent programmesGo through a professional and personal developmentWork in a fun and diverse atmosphere
Please Note: For this role, you may require access to sensitive customer financial information.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMDE3NTU2OTAyP3NvdXJjZT1ndW10cmVl&jid=1553888&xid=1017556902
4h
1
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Role Purpose
To be involved in all aspects of actuarial management of a short-term insurer with a focus on pricing and product development, including business intelligence, underwriting and other ad-hoc commercial involvements. This is a broad, technical role with opportunities to develop in a range of directions.
Responsibilities
• Perform data analysis and advise on appropriate actions to be taken. Collect data from various sources and assess the completeness and accuracy of the data
• Perform detailed statistical investigations using specialised software
• Assist in the implementation of various products on the chosen LOB system across all regions
• Devise methods and strategies to implement and monitor underwriting controls across various regions
• Devise and monitor the success of rate making and renewal strategies
• Assist with the cross-population of skills and ways of work that could find purpose in wider application • Build and maintain good working relationships with management across various regions
• Ensure adherence to escalation procedures and mandates on system • Design and develop products and processes that would suit the opportunities identified
Competencies required:
• Analytical
• Planning & Organising
• Problem Solving • Producing Innovative solutions to problems
• Action Orientation • Persuasiveness
• Effective Communication (written and verbal)
• Flexibility
• Resilience
• Personal Motivation
• Accountability
• Good interpersonal skills
• Financial Acumen Additional Information
• Enthusiastic and passionate about the job and the company
• Energetic and a quick worker
• Strong sense of Integrity and honesty
• Ability to respect confidentiality
• Deadline and results oriented
• Organised, self-disciplined and self-motivated
Experience and Qualifications
• Experience in short-term insurance
• Bachelors degree in Actuarial Sciences, Science, Finance Commerce or Business Sciences • Basic programming skills would be advantageous
Location: Centurion
If you are keen please share your updated CV along with current salary, expected salary and notice period to the below email
James@abcworldwide.com
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjMxNjk4ODM1P3NvdXJjZT1ndW10cmVl&jid=1501508&xid=1231698835
4h
1
SavedSave
Job Title: Outbound Sales ConsultantLocation: BellvillePerm/Contract: Permanent
Who are we?SPF Distribution is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meeting the financial needs of our clients.
Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.
What will you do?• Selling products telephonically • Achievement of sales targets and objectives • Adherence to Quality and Compliance processes to minimize business risk • Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind • Maintain optimal operational efficiencies based on productivity measures • Adapt and change to fit in with changing business operational requirements • Resolve complaints and objections • Build and maintain good client relationships • Managing information regarding new products, rate changes, rulings, training updates etc. • Keep abreast of developments and trends in the Industry – self learning • Ensure commitment to the FAIS Fit & Proper qualification requirements
What will make you successful in this role?Qualification & experience• Grade 12 or a relevant NQF 4 qualification • 1,5 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales experience (with targets attached to the sales)• Financial services experience (advantageous)
Knowledge and skills• Good understanding of Financial Services Industry related legislation and regulation• Understanding of sales processes and servicing industry• Outbound Sales experience is required• Fluency in English and one other South African official language • A clear criminal and credit record • Commitment to the FAIS Act and meeting Fit & Proper qualification requirements • Willingness to work overtime.Personal qualities• Selling skills • Computer literacy • Communication• Planning and organising • Building and maintaining relationships • Treating Customers Fairly • Initiative • Results Driven/Achievement orientated • Continuous learning • Tenacity
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83ODMxOTQ2Nzg/c291cmNlPWd1bXRyZWU=&jid=377081&xid=783194678
4h
1
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Introduction
A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.
Duties & Responsibilities
Loading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or quarterly;Attending to all relevant compliance issues in terms of legislation;General assistance to management;Typing correspondence;Scheduling meetings and appointments when requested;Diary management when requested;Liaising with service / product providers on administrative issues.The above list is not be construed as conclusive and you may be required to perform other duties in the course of business that may reasonably be required by management.
Desired Experience & Qualification
Fluent in Afrikaans and EnglishReliable transport.Financial Planning/Wealth Management backgroundNQF 5/6 qualification can also be beneficial, but not a required.
Package & Remuneration
R 25 000 CTC pm.
Interested?
Please send your CV to hr1@peopledimension.co.za
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzA2NjExNDk2P3NvdXJjZT1ndW10cmVl&jid=1748722&xid=1306611496
5h
City Centre1
Introduction
A leading global integrated security company, based in Milnerton, Cape Town is looking for an experienced Business Development Manager, responsible for the marketing and sales of integrated security solutions to prospective and existing customers, to achieve established sales targets.
Duties & Responsibilities
1. Effective management of sales and marketing in the region? Development of sales strategy specific to the region, through analysis of the region’s business profile, products and services available / required,existing customer base, resources and competitors.? Identification of potential new business opportunities through consultation and cooperation with operational management, planned prospecting, leads, cold calling, tender notices.? Arrange and conduct meetings with new and existing business prospects, in conjunction with operational management where appropriate, to market company integrated security solutions.? Conduct / arrange site surveys to identify risks and develop appropriate solution to meet customer needs.? Prepare and submit sales proposals / tenders to prospective customers. Where necessary, prepare and conduct sales presentations.? Obtain approval from the Regional Financial Manager that the proposal complies with the PAP Model? In consultation with the ROD and Financial Manager, ensure that annual contract escalations of existing customers are finalised.
2. Effective performance of Sales and Marketing administrative functions? Finalise contract documentation (Service Agreement, Letter of Intent) as per standard terms and conditions, with any variation approved by the National Office.? Preparation and submission of Contract Schedule to appropriate departments for processing.
? Ensure that a customer file is maintained, containing a signed copy of the contract, contract schedule, as well as any other relevant documentation.? Ensure that the Head Office is provided with copies of all signed contracts.? Ensure that the contract status report is updated on a monthly basis.? Ensure that the ERP system is constantly updated with all required information on new and existing customers.? Where required by the Regional Operations Director, coordinate Public Relations activities, Company sponsored events, and the control and distribution of corporate gifts.
3. Effective reporting on regional Sales and Marketing activities? Preparation and submission of monthly reports to ROD and National Sales and ESS Director.? Provide Financial Manager with accurate information on new and lost business as required.? Advise regional operational management of sales activities, competitors and customer needs.
4. Health and Safety
? Participate in the design/ development/ review/ implementatio...
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5h
Higgovale1
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We are seeking a highly skilled and motivated Research Group Manager with expertise in Medical Science to lead a dynamic research team. The successful candidate will be responsible for managing multiple research projects, conducting independent research, and contributing to the advancement of scientific knowledge. This role also involves mentoring and supervising staff and students, publishing research findings, and ensuring the highest quality standards in the field of medical science.
Key Responsibilities:
Independent Research: Conduct independent research and lead a research group to produce complex and scientific reports.
Project Management: Manage and oversee multiple research projects, including project planning, execution, and reporting.
Innovation: Develop and implement research proposals, protocols, and explore new technologies and approaches to enhance research outcomes.
Publication: Publish peer-reviewed articles based on research findings.
Training and Supervision: Provide training and formal supervision to staff and students at all levels, including the development, delivery, and evaluation of training programs.
Professional Involvement: Maintain local or national invited/appointed membership to scientific committees and actively participate in national and international conferences and research forums.
Funding: Successfully secure funding for at least three research projects, demonstrating financial management skills.
Specialized Knowledge: Utilize specialized knowledge to advise medical professionals on appropriate testing and interpretation of results.
Team Management: Oversee and train staff, ensuring efficient workflows and adherence to turnaround times.
Recognized Expertise: Be recognized nationally for diagnostic expertise or specialization in a specific field.
Quality Assurance: Manage the quality system, implement quality assurance procedures, and audit Quality Control (QC) results while taking appropriate actions.
SANAS Accreditation: Ensure compliance with SANAS accreditation requirements.
Minimum Requirements & Key Competencies:
Education: MSc or equivalent in Medical Science in a relevant field (Ph.D. preferred, NQF Level 9).
Experience: A minimum of 5 years of relevant experience as a Scientist, with at least 1 year of management experience.
Technical Proficiency: At least 2 years of experience in next-generation sequencing.
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5h
Johannesburg CBD1
Responsible for ensuring that the organisation complies with standard financial and legal practice and maintains high standards of corporate governance. The individual will be required to provide efficient management for the facilitation of Board meetings, efficient administration and recordkeeping, advising and overall management of the Boards activities. This includes ensuring compliance with statutory and regulatory requirement, ensuring that the decisions of the Board are implemented and advising and directing the Board members of their legal responsibilities.
Key responsibilities include:
Arranging and managing all Board and Sub-Committee meetings of the Board.Providing proactive support to the Chairperson of the Board and the various Chairs in the sub-committees of the Board, acting in dose cooperation to ensure efficient agenda and meeting preparation and execution.Contribute meaningfully to discussions and act responsibly in advising and reminding the various Board members of the legal, financial and tax implications of proposals.Collate and present information in a logical form so as to enable Board members to make effective decisions.Direct the business affairs by implementing the decisions of the Board to ensure optimal performance and service level standards.Optimise performance and long-term suitability by channeling communication to the chairperson of the Board.Ensure that the Board Committee Charters and Terms of Reference are kept up to date.Act as a central source of guidance and advice to the Board on matters of good governance and changes in legislation.Act as a direct channel of communication to the Chairperson of the Board.Be responsible for proper compilation/timely circulation of Board papers for Board and the various sub-committees.Liaise with with the various Chairs on the timing/frequency of meetings.Liaise with the Chairperson of the Board/CEO regarding yearly work plans.Provide responses/feedback to specific agenda items/matters.Ensure proper recording, approval and circulation of minutes.Liaise with Attorneys, Legal Advisors and all relevant stakeholders on litigation and legal-related matters as legislatively required.Assist and advise the Board on risk management by establishing metrics to monitor and evaluate the organisation-wide risk responsibilities.Assist with the induction, orientation, ongoing training and education of the Board.Ensure sound management, business practice and performance in terms of organisational strategic plans.Draft and finalise commercial agreements and contracts as instructed by the Board of Directors and/or the CEO.Report on financial matters and interests affecting the entity, meeting legislative requirements and reporting on the Companys legislative comp...
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5h
Johannesburg CBD1
CXP is looking for an experienced BPO Quality Assurance Consultant. This individual should have the ability to accurately assess the manner in which consultants deal with customers on a daily basis, along with the ability to perform coaching and calibration sessions with consultants who need some development.
The Role:
You will be responsible for measuring the quality and verification of all advised and non-advisory sales, calls/correspondence in line with business expectations (Specified to campaign) and ensuring corrective action is undertaken where required to ensure the delivery of a first-class level of service to our customers.
Key Responsibilities:
Ensuring regulatory principles and processes, including Treating Customers Fairly (TCF) and Data Protection policies are followed and delivered consistentlyContribute to a ‘customer driven’ culture of continual improvement, take ownership and become empowered to contribute to meeting business goalsTo deliver set targets and KPI’s on all quality monitoring activity undertakenTo provide feedback and coaching and support to agentsProvide feedback to line manager about effectiveness of processes and potential risks to ensure the department operates in the most efficient manner possibleObtain and accurately input relevant customer data into in-house systems and ensure clear notes are added where neededAchieve departmental and individual objectivesWork with other parts of the organization for the overall objective of improved customer service/experience and treating customers fairlyParticipates in self-development through coaching, mentoring, training and peer feedbackUndertake work of a related nature, or perform duties other than or in addition to those outlined above upon request.
Essential/Desirable Attributes and Experience:
TCF Regulatory Accountabilities.
To carry out your accountabilities and objectives within the frameworks of the Clients TCF policies.
Experience & Qualifications desired:
Previous experience in a financial services roleExcellent communication and interpersonal skills Good numeracy, literacy and attention to detailUnderstanding of FCA and TCF regulations relating to complaints handling and consumer salesBusiness related qualification an advantage
Hours: To be discussed (UK based Shifts)
Between 09H00 & 21H00 / 10H00 & 22H00 Monday - Friday (Additional Saturdays may be included)
*Candidates would be required to be available to start in January 2022 and be required to work SA Public holidays.
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5h
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