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Results for draft in "draft", Full-Time in Jobs in Gauteng in Gauteng
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Minimum requirements: MatricPrevious experience as a Legal Secretary (essential)Solid debt collection experience within a law firmOpening and managing debt collection files for commercial clients, including MunicipalitiesExperience in dealing with commercial debt collection and municipal matters (Essential)Strong organisational and time-management skillsExcellent attention to detailAbility to work independently and under pressureProficient in general legal administrationDrafting and issuing letters of demand and Section 129 noticesDrafting and issuing summonses, default judgments and warrants / writs of executionConsultant: Jeanine Lombard - Dante Personnel East Rand
https://www.jobplacements.com/Jobs/J/Junior-Legal-Secretary-Germiston-Office-1254902-Job-Search-01-22-2026-10-35-17-AM.asp?sid=gumtree
1mo
Job Placements
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Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience.Why join this team?Contribute to a client‑centric environment focused on holistic financial planningWork closely with experienced financial advisors in an established, professional settingBe part of a team dedicated to delivering high‑quality, personalized financial solutionsGain exposure across life insurance, investments, retirement, and estate planningWhat you will be doing: Financial Plan PreparationGather and organise client data (income, assets, liabilities, insurance)Update policy documents and perform relevant downloadsDraft comprehensive financial plans across multiple product providersPrepare comparisons for existing and proposed Life, Investment, and Dreaded Disease productsResearch & AnalysisConduct research on market trends, investment options, tax implications, and insurance structuresModel financial scenarios and projections to support sound client decisionsCompliance & DocumentationEnsure all advice complies with regulatory standards and internal processesMaintain accurate, complete client files and supporting documentationAdvisor SupportCollaborate closely with financial advisors and business development managersPrepare professional reports, presentations, and recommendations for client meetingsClient Relationship ManagementAssist with ongoing client reviews and portfolio updatesIdentify client risks, opportunities, and areas for financial improvementWhat we are looking for:Strong analytical and financial planning skillsTechnical understanding of insurance, investments, tax, and retirement planningProficiency in financial planning tools, CRM systems, and Microsoft OfficeExperience with Workpool and Atwork is advantageousExcellent report‑writing and communication skillsStrong organisational ability and attention to detailBachelors degree in Financial Planning, Finance, or related field is advantageousPrior experience in a paraplanning or financial advisory support role is essentialBenefits and unique aspects: Opportunities to work with a diverse range of financial products and providersExposure to comprehensive financial planning across multiple disciplinesCollaborative, supportive team environment If you havent heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this ti
https://www.jobplacements.com/Jobs/P/Paraplanner-1260816-Job-Search-2-10-2026-2-07-34-AM.asp?sid=gumtree
8d
Job Placements
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CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City, Cape Town, Western CapeR25 000 to R30 000 Basic Per Month plus Benefits (Negotiable based on qualification and years of relevant experience)Our Client, a Global Financial Services concern is seeking a highly Client Centric, self-managed and pro-active CRM / Paraplanner to join their dynamic team professionals.One would describe you as being a highly organised problem solver who possesses strong time management skills and who places particular emphasis on accuracy and attention to detail.Further to this you are a resourceful team player and have a sense of urgency when needing to meet set deadlines. You are able to handle confidential information with discretion, and have the ability to work under pressure. You are extremely adaptable and able to thrive in a fast paced environment. Main Purpose of the Role:Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements. Minimum Requirements:3 5 years para-planner experience (specific case preparation experience) or exposure to Record of AdviceWealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits NQF5/6)Matric Regulatory Exam 5 / stiving towards obtaining RE5Certified Financial PlannerFinancial Needs Analysis and industry complianceFinancial Services product knowledgeExperience in Elite - advantageousUnderstanding of the financial planning processHigh level of financial industry technical knowledgeProficient with MS OfficeExcellent communication skills (verbal and written)Ability to manage own time and workload effectively Key Responsibilities:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase Management:Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork)Signed documentation to be uploaded to internal CRMs/PlatformsImplementing transactions for new and existing clients by interacting with the Private Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events and transactions). Maintaining Good Record KeepingDrafting and sending correspondence to client and external providersGenerating servicing transactions for clients:Switches/Fund SelectionsRisk servicingChanges to debit ordersWithdrawalsAdd
https://www.jobplacements.com/Jobs/C/CUSTOMER-RELATIONSHIP-MANAGER-PARAPLANNER-Onshore-1262648-Job-Search-2-16-2026-4-51-20-AM.asp?sid=gumtree
2d
Job Placements
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Your duties will include, but are not limited to:Handle end-to-end bookkeeping duties through to the trial balance stageManage incoming and outgoing payments, ensuring timely processingPerform bank reconciliations and oversee petty cash transactionsCompile and submit VAT documentation within statutory deadlinesKeep financial records current using appropriate accounting softwareCarry out Microsoft Office tasks such as creating schedules, drafting letters, and preparing responses for auditsAssist with day-to-day office management, including filing, diary coordination, and correspondenceCoordinate with external accountants and auditors as neededAdminister trust-related tasks, including preparing documents, lodging them with the Masters Office, and tracking progress until completionSkills & Experience: Minimum 3 years of bookkeeping experienceExperience on ERP System: Pastel Partner, Xero, Stage One, and/or QuickBooks Qualification:MatricNational Diploma will be advantages Connect with us on
https://www.jobplacements.com/Jobs/B/Bookkeeper-1257051-Job-Search-01-29-2026-04-14-11-AM.asp?sid=gumtree
20d
Job Placements
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A well established law firm is urgently seeking a Conveyancing Secretary with 35 years experience. Experience within Investec-linked conveyancing matters will be highly advantageous; however, candidates with solid conveyancing experience will also be considered.The successful candidate will provide comprehensive secretarial and administrative support to the conveyancing department, ensuring the smooth handling of property transactions from instruction to registration Minimum requirements: 35 years proven experience as a Conveyancing Secretary in BondsSolid knowledge of conveyancing processes and documentationExperience with Investec-related conveyancing (advantageous but not essential)Proficiency in conveyancing systems (e.g. GhostConvey, Lexis Convey, or similar)Strong typing and document preparation skillsHigh attention to detail and accuracyAbility to work under pressure and meet strict deadlinesExcellent communication and organisational skillsKey Responsibilities / DutiesManaging full conveyancing files from opening to registrationDrafting and preparing conveyancing documents and correspondenceLiaising with clients, estate agents, banks, deeds offices, and municipalitiesRequesting and following up on guarantees and FICA documentationPreparing transfer, bond, and cancellation documentsDiary management and monitoring key deadlinesLodgement and registration follow-ups with the Deeds OfficeHandling telephone and email correspondence professionallyMaintaining accurate filing systems (manual and electronic)Ensuring compliance with legal and regulatory requirementsConsultant: Chante Pienaar - Dante Personnel Pretoria Faerie Glen
https://www.jobplacements.com/Jobs/C/Conveyancing-Secretary-Bonds-1251220-Job-Search-02-02-2026-00-00-00-AM.asp?sid=gumtree
17d
Job Placements
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Quantity SurveyorJoin a Specialist Construction and Engineering Group Focused on High-Impact ProjectsJohannesburg | Market RelatedAbout Our ClientOur client is a respected player in the South African construction and engineering industry, delivering complex building and civil infrastructure projects. With a strong reputation for technical excellence and value engineering, they offer a challenging environment for professionals who thrive on precision and accountability.The Role: Quantity SurveyorThis role is focused on managing project costs across building and civil engineering projects to ensure maximum value for money while upholding required quality standards. You will play a critical role from project inception to close-out, applying your technical expertise across feasibility, estimating, cost control, and contract administration.Key ResponsibilitiesBring 5+ years of experience in a Contractors QS or PQS environmentPrepare feasibility studies and cost estimates for new tendersDevelop accurate Bills of Quantities (BoQs) aligned with measurement standardsAdminister JBCC, NEC, and GCC contracts, managing variations and claimsPrepare tender documents and assess subcontractor bidsConduct monthly site measurements and draft interim payment certificatesMonitor budgets and deliver detailed monthly cost-to-complete reportsFinalise project accounts with clients and subcontractorsAbout YouHold a BSc or BTech in Quantity Surveying from a South African universityRegistered as a Professional Quantity Surveyor (PrQS) with SACQSP, or as a Candidate QS actively working toward APCProficient in CCS Candy, and WinQS or DimXStrong contractual knowledge of JBCC, NEC, and GCCAnalytical thinker with excellent cost-control and value engineering capabilitiesSkilled in identifying financial risks and proactive in offering viable solutions
https://www.jobplacements.com/Jobs/Q/Quantity-Surveyor-1258446-Job-Search-2-3-2026-5-32-38-AM.asp?sid=gumtree
15d
Job Placements
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Key ResponsibilitiesA. Training and Consulting CoordinationTraining Logistics ManagementManage the full end-to-end coordination of all training sessions, from scheduling to final results distribution.Allocate training batches and communicate facilitator schedules.Ensure all training materials (presentations, documents, resources) are up to date and available.Send training agendas to all relevant stakeholders at least one week before the session.Virtual Training: Ensure all technical equipment (desktop, camera, microphone) is functional and that sessions start on time.On-Site Training: Prepare the training room to a professional standardclean, organized, and stocked with refreshments (water, coffee).Collect training batches/data from facilitators within two days after training and ensure results are shared within two weeks.Quality Assurance SupportProvide administrative assistance related to SETA, SAATCA, and HPCSA moderation, compliance, and documentation.B. Administrative and Office ManagementExecutive & Staff SupportRespond promptly to administrative queries from Senior Managers and Consultants.Scheduling & CommunicationArrange and coordinate appointments, internal meetings, travel, and meeting logistics.CorrespondenceDraft, prepare, and distribute professional emails, memos, and other communications.Visitor ManagementWelcome visitors courteously, notify relevant staff, and offer refreshments upon arrival.Office Stock & Petty Cash ControlMonitor office and training supplies proactively.Manage petty cash for purchasing stationery, consumables, and refreshments to avoid stock shortages.Office PresentationEnsure the executive office, boardroom, and training room are neat, clean, and presentable daily.Notify cleaning staff when deep cleaning is required.Reporting & FilingAssist with the preparation of scheduled reports.Maintain an organized and professional filing system (physical and electronic).C. Database and Data ManagementMaintain and update the marketing database and contact lists accurately.Provide administrative support and take notes during internal and external stakeholder workshops.Required Skills and AttributesExperience & EducationProven experience as an Office Administrator, Executive Assistant, or similar administrative rolepreferably in training, cons
https://www.jobplacements.com/Jobs/O/Office-Administrator-1251020-Job-Search-02-05-2026-00-00-00-AM.asp?sid=gumtree
13d
Job Placements
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Our client is looking for a Paraplanner within the financial sector.Key ResponsibilitiesClient Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings.Financial Research and Analysis: Conduct thorough research into financial products, investment opportunities, pensions, tax strategies, and market trends to support advisers in offering accurate, compliant, and relevant advice.Report Writing: Draft detailed suitability reports, investment proposals, and financial plans that clearly communicate solutions and recommendations tailored to individual client needs.Compliance and Regulatory Support: Ensure all documentation and processes adhere to industry regulations, company policies, and best practices. Maintain up-to-date knowledge of relevant legal and regulatory changes.Administrative Assistance: Support advisers with a range of administrative duties, including the preparation of meeting packs, updating client records, and processing new business applications.Ongoing Client Service: Assist in the ongoing review and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.Collaboration: Work closely with financial planners, compliance teams, product providers, and clients to facilitate the seamless delivery of financial advice and solutions.Continuous Learning: Pursue professional development opportunities to remain current with evolving financial regulations, products, and best practices within the sector.Qualifications and SkillsEducational Background: Minimum requirement is a bachelors degree in finance, business administration, economics, accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded.Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM systems. Strong understanding of investment vehicles, tax planning, pensions, insurance, and regulatory requirements.Analytical Thinking: Ability to interpret complex financial data, identify trends, and draw meaningful conclusions to support client recommendations.Attention to Detail: Precision in data analysis, report writing, and compliance documentation is essential for mitigating risk and ensuring the highest standards of client service.Communication Skills: Excellent written and verbal communication skills to effectively translate complex financial concepts into easily understood language for both colleagues and clients.Organisational Ability: Strong organisational and time management skills, with the cap
https://www.jobplacements.com/Jobs/P/Paraplanner-1260077-Job-Search-2-6-2026-12-11-07-PM.asp?sid=gumtree
12d
Job Placements
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