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Asset Manager CA(SA) Stellenbosch
Our client is looking for a recently qualified CA(SA) or a CA(SA) with 1-2 years’ experience within the financial services/asset management/property industry to take ownership of the asset management function across a portfolio of retail and commercial office properties in the Western Cape. The role focuses on the full asset management lifecycle—financial analysis, leasing support, budgeting/forecasting, performance reporting, stakeholder engagement, cash flow management, debt management and structuring, and execution of value-enhancing initiatives (Solar, water, utilities, security upgrades) — within a small, hands-on team.
Salary Negotiable
Required Qualifications & Experience
CA(SA) – Recently qualified or 1-2 years experienced as CA(SA) looking to work in property asset management industry.Strong financial literacy: ability to interpret feasibilities, cash flow planning, management accounts, build/understand budgets, forecasts, and evaluate deal economics.If recently qualified as a CA(SA) working with property or asset management clients will be seen as an advantageIf 1-2 years’ experience post CA(SA) coming from property or an asset management company will be seen as an advantage.Exposure / Experience to property financial statements, lease concepts, and/or management accounts is advantagesAdvanced Excel and Power BI are increasingly valued.Strong financial analysis and Excel capability (models, sensitivities, clean presentation of outputs).High attention to detail with the ability to step back and interpret the story behind the numbers.Structured, deadline-driven, able to manage multiple workstreams in a small team.Strong written and verbal communication (comfortable summarising findings for executives).Commercial curiosity and willingness to learn property/retail dynamics.
Key Responsibilities
Portfolio Performance & ReportingBudgeting, Forecasting & Financial ManagementLeasing Support (Retail & Commercial)Property & Operations InterfaceStakeholder & Service Provider ManagementStrategic Projects & Portfolio Growth
Please apply online
FROGG RecruitmentConsultant Name: Quinton Wright
Stellenbosch
My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.To Apply, Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.
Umhlanga
Results for funds in "funds" in Jobs in South Africa in South Africa
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Ready to step in, take control, and keep the engine running?A fast-growing renewable energy business in the solar funding space is looking for a technically strong Senior Accountant to provide stability and execution during a key transition period. This is a 3-month contract role designed for someone who can deliver from day one - no hand-holding, no long runway.Youll work closely with the Investment Officer, supporting funding, treasury, and operational risk reporting streams. This is an impact role where technical competence matters more than personality fit.What youll be doing:Preparing monthly management packs to support investment decisions and funding requirementsOwning the full month-end process end-to-endOverseeing treasury reporting and capital requirement analysisPerforming balance sheet reconciliations and technical accounting reviewsSupporting cross-border, tax, and regulatory reporting mattersStructuring, documenting, and stabilising finance processes during transitionWhat were looking for:Accounting/Finance degree (professional designation advantageous)Immediately availableProven experience at Financial Manager or senior financial reporting levelStrong technical accounting abilityExposure to funding, treasury, or investment environments beneficialAble to work independently with minimal onboardingWhats in it for you:High-impact contract role with direct exposure to funding and investment reportingOpportunity to strengthen and influence a transitioning finance functionFast-paced, execution-focused environmentImmediate start with clear deliverablesIf youre technically sharp, delivery-focused, and ready to step in at senior level - wed love to hear from you.Apply now.If you dont hear back from us within 2 weeks of applying, please consider your application unsuccessful. But stay in touch - follow us online and keep an eye out for future opportunities.
https://www.jobplacements.com/Jobs/S/Senior-Accountant-3-Month-Contract-1267710-Job-Search-3-3-2026-5-39-56-AM.asp?sid=gumtree
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The role requirementsPerform market data serviceMaintenance of Security Master records in line with process standardsUploading of Prices received from the JSE, Finswitch, SIX and CIS Mancos.Processing of securities transactions via both upload file and manual capturing(equities, bonds, CIS, etc.)Processing of Dividends and Corporate Actions via upload file and manual capturingEnsuring a full understanding of the principles of TCF and how these translate into the overall objectives of the company.Responsible for complying with the principles and practices of Information Security Management. It is incumbent on all employees to fully understand the policies of in ensuring the security of all information within the business.Supporting management in raising incidents, implementation of controls, processes and supporting tools to comply with and manage information security risks.Understand the function of the Market Data ServiceUnderstand the importance of the Market Data Service and its inherent risksUnderstand and adhere to the deadlines for each service componentCommunicate timeously any errors or difficulties to the Fund Accountants and Business Unit HeadEnsure that all tasks are performed to the standards set out in the Fund Administration Market Data Processes document.Display solid corporate actions and dividends knowledge and the skills to account for them correctly on our systems.Understand the effect of Dividend Withholding Tax on all portfolio types.Understand the requirements of the Collective Investment Schemes Control Act (CISCA) and ASISA Pricing standards.Understand regulatory reporting, including Regulation 28, SARB Asset Allocation, etc.
https://www.jobplacements.com/Jobs/D/Data-Agent--Fund-Administration-1267125-Job-Search-03-01-2026-21-00-15-PM.asp?sid=gumtree
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