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Business Consultant Support Services (JB1589) Fully Remote for applicants residing in South AfricaR20 000 R25 000 CTC per month (20 hours a week) Duration: PermanentOverviewWe are recruiting for a Business Consultant to join our business support services consultancy with clients typically based in the UK and Southern Africa. The role will be varied with exposure to multiple corporate functions, with a focus on finance. The company offers a wide range of support to businesses including accounting, corporate secretarial and administrative support of other functions including legal, investor relations and HR. Minimum Requirements: Qualified ACCA/ CA (SA) or CIMA5 or more years post qualification experienceKnowledge of POPI complianceKnowledge of UK Data Protection Act 2018 and GDPRKnowledge of the UK QCA Corporate Governance Code (Advantageous)Experience in accounting for equity transactions, including share-based payments, under IFRS (advantageous)Experience within a small accountancy practice (advantageous)Experienced in using Xero (advantageous)Knowledge of the mining industry (advantageous)Experience working with/within an exchange-listed company (preferred)Company Secretarial experience (preferred)Duties and Responsibilities: Accounting Bookkeeping using XeroSupport clients with cash flow management, budgeting & forecastingSupport clients with payments processingSupport clients with their internal financial and management accounting, and financial reporting (annual & interim)Support clients during their financial auditsLegal & Corporate Secretarial Manage internal registers (e.g., shares/options/warrants) and process transactionsProduce investor documentation and respond to queriesMaintain insider listsLiaise with client advisors (incl. legal, brokers and regulatory)Support clients administratively with legal mattersSupport clients to ensure that regulatory filings and obligations are up to date and filed on timeSupport clients with complianceAdministration Draft/Review legal agreements, news releases and other formal and informal corporate/IR communicationsGeneral and varied administrative assistance as required from time to time
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY5MTgwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1174780&xid=1109_69180
2y
1
An independent Investment management firm is currently seeking to employ a seasoned Financial and Operational Manager. Must be qualified CA(SA).
*Finance*
* Full finance management function, including, amongst other aspects:
* Financial reporting - monthly management reporting, review of monthly income statement, balance sheet and reporting to executive of both manager and funds.
* Manage accounting/bookkeeping functions, investment assessment, financial and capital efficiency planning, procurement, etc.
* Tax compliance and planning – review of tax computations (income, Vat, CGT), monthly, yearly and adhoc filings. Preparing and attending to correspondence from tax authorities etc. Tax planning
* Budget preparation
* Cash management, forecasting and treasury functions
* Banking oversight
* Compliance including FSB, BEE Codes, CIS etc
* Assist with fund raising and fund structuring material
* Local and offshore complexity planning and managing;
* Accountable for all daily, monthly and quarterly accounting processes and procedures;
* Responsible for developing, implementing and maintaining efficient cost control and internal control systems.
* Drive innovation in the finance function of the business.
* Project manage external audit - prepare for and assist external auditors in respect of operational, interim and year end audits.
* Project managing ad hoc projects and strategic initiatives as applicable.
* Supervise and coach staff.
* Review of month end consolidation, monthly and year to date accounts, reconciliations, journals, etc.;
* Project manage the preparation, completion and submission of relevant statutory returns;
* Maintain statutory, secretarial and regulatory records;
* Liaison with external service providers (accounting providers, administration providers, tax advisors, legal advisors, compliance service providers etc.)
* Report to CFO.
* Operations *
* Ensure that key operational priorities are addressed in a timely manner
* Manage all stakeholder related queries in a timely manner
* Responsible for managing adhoc projects/requests
* Assist with general office management
* Investor Relations and Reporting: *
* Provide support to the Investor Relations team in preparing investor report back and fundraising material
* Perform business analysis and reporting to management for decision making purposes e.g.: automate consolidated and individual monthly investor reports etc.
* Respond to client requests timeously
*Governance *
* Leads and supports management in application and implementation of new policies and procedures
* Ensures compliance with all relevant laws, policies, and regulations
*QUALIFICATIONS AND EXPERIENCE*
* C.A. (SA) with 5 – 10 years post articled experience in financial services.
* Fund management experience (offshore, structuring, compliance, tax).
* Strong financial acco
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU1MzU3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1243094&xid=1555_55357
2y
1
Our client is a Financial Services Provider and are looking for Experienced Financial Advisors & Brokers to join their team. This is a challenging yet rewarding position. All sales leads are provided and your appointments are set in advanced with prospective clients.Times are Monday to Friday excluding weekends and public holidaysBasic plus Uncapped Commission offeredCriteria:(a) Matric or equivalent(b) Criminal clear(c) Minimum 120 FAIS credits on NQF level 5(d) Regulatory Exam for Representatives (RE5)(e) Regulatory Exam for Key Individuals (RE1) - OPTIONAL(f) At least 12 months experience supervising or managing other Financial Advisors / Brokers - OPTIONAL(g) Tertiary qualification - OPTIONAL(h) Drivers license with vehicle - WILL BE BENEFICIAL Kindly send a copy of your CV to recruit.financialadvisor1@gmail.com and you will receive a call within a week should you at least meet requirements a to c above. We may assist you with the regulatory exam should your DOFA be expired.
15h
VERIFIED
1
Our client is a Financial Services Provider and are calling on all former Financial Advisor & Brokers who want to rejoin the industry.CriteriaMatric or equivalentWe may assist you if your DOFA is expiredWe may assist you if you are debarred due to your RE exam not completedInterested candidates can email their cv to recruit.financialadvisor1@gmail.com and you will receive a call back within a week should you meet the above requirements.NOTE THAT OUR AIM & GOAL IS TO CREATE SUSTAINABILITY, TRANSFORMATION AND PRESERVATION OF FORMER FINANCIAL ADVISORS & BROKERS LOOKING TO REJOIN THE INDUSTRY.
15h
VERIFIED
1
Business Consultant
Position: Full time, Hybrid (Office based)
Location: Johannesburg
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813
2d
1
Business Consultant
Position: Full time, Hybrid (Office based)
Location: Pretoria
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzc3NzQ4NzYxP3NvdXJjZT1ndW10cmVl&jid=1545838&xid=2777748761
2d
1
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Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.
Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial planning and investment proposals• Handle and solve client enquiries• Report new business statistics• Prepare investment review appointments• Keep track of assets under management• Maintain Client Relationship Management system• Rebalance and maintain of existing portfolios• Prepare and distribute monthly/quarterly/annual statements / certificates / communication
Minimum Requirements:• Matric Qualification• BCom degree (Advantageous)• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)• Must be able to speak and understand Afrikaans and English, due to client base.
Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za
Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NDI4ODQ2OTc/c291cmNlPWd1bXRyZWU=&jid=1296736&xid=742884697
2d
1
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...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NzQ1OTE1MDA/c291cmNlPWd1bXRyZWU=&jid=1749175&xid=774591500
2d
1
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Junior Accountant (JB1627) Edenvale, JohannesburgR15 000 R20 000Duration: Permanent Company Overview Our client works with highly successful families who have created significant wealth through years of hard work and sacrifice. They help their clients preserve, diversify and deploy their wealth effectively with an emphasis on the maintenance of their lifestyles through varying economic environments.As experienced investment advisors our client resists fads and group think. They focus their energies on identifying the managers and strategies that they believe can deliver consistent, prudent returns relative to a clients investment goals and tolerance to risk.Minimum Requirements Qualifications (ACA, ACCA or CIMA) Excellent knowledge of MS Office and familiarity with relevant computer software Excellent knowledge of Sage One AccountingProven experience as a junior accountantExcellent organizing abilitiesGreat attention to detailGood with numbers and figures and an analytical acumenGood understanding of accounting and financial reporting principles and practicesJob Description Post and process journal entries to ensure all business transactions are recordedUpdate accounts receivable and issue invoicesUpdate accounts payable and perform reconciliationsAssist in the processing of balance sheets, income statements and other financial statements according to legal and company accounting and financial guidelinesEnsuring Company compliance is kept up to date in terms of CIPCAssist with reviewing of expenses, payroll records etc. as assignedUpdate financial data in databases to ensure that information will be accurate and immediately available when neededPrepare and submit monthly reports Assist auditors in the preparation of yearly closingsAssist with other accounting projects
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcxMDgyX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1180419&xid=1109_71082
2y
1
Financial Support Services Consultant (ACCA,CA(SA),CIMA (JB1589) Fully Remote for applicants residing in South Africa R20 000 R25 000 CTC per month (20 hours a weekDuration: PermanentOverviewWe are recruiting for a Business Consultant to join our business support services consultancy with clients typically based in the UK and Southern Africa. The role will be varied with exposure to multiple corporate functions, with a focus on finance. The company offers a wide range of support to businesses including accounting, corporate secretarial and administrative support of other functions including legal, investor relations and HR. Minimum Requirements: Qualified ACCA/ CA (SA) or CIMA5 or more years post qualification experienceKnowledge of POPI complianceKnowledge of UK Data Protection Act 2018 and GDPR Knowledge of the UK QCA Corporate Governance Code (Advantageous)Experience in accounting for equity transactions, including share-based payments, under IFRS (advantageous)Experience within a small accountancy practice (advantageous)Experienced in using Xero (advantageous)Knowledge of the mining industry (advantageous)Experience working with/within an exchange-listed company (preferred)Company Secretarial experience (preferred)Duties and Responsibilities: Accounting Bookkeeping using XeroSupport clients with cash flow management, budgeting & forecastingSupport clients with payments processingSupport clients with their internal financial and management accounting, and financial reporting (annual & interim)Support clients during their financial auditsLegal & Corporate Secretarial Manage internal registers (e.g., shares/options/warrants) and process transactionsProduce investor documentation and respond to queriesMaintain insider listsLiaise with client advisors (incl. legal, brokers and regulatory)Support clients administratively with legal mattersSupport clients to ensure that regulatory filings and obligations are up to date and filed on timeSupport clients with complianceAdministration Draft/Review legal agreements, news releases and other formal and informal corporate/IR communicationsGeneral and varied administrative assistance as required from time to time
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzczODUxX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1188291&xid=1109_73851
2y
1
SavedSave
Legal Advisor, Jobs Fund – Pretoria – R882 042pa24 Month Fixed Term Contract Purpose of the post:To assist with the implementation of the Jobs Fund legal strategy and framework, and to conduct research and provide legal advice and support on the establishment and management of funding contracts between the Jobs Fund and clients. Key responsibilities:Strategy and Research:Provide inputs and feedback on strategic plans and annual reportsMaintain and recommend improvements to Legal Advisory policies and proceduresConduct legal and/or factual research and investigations on employment facilitation funding, analyse data and recommend courses of action, as appropriateResearch and provide advice on legal issues arising under domestic and international Administrative and Contract laws as requested Contracts and legal instruments:Assist with the establishment, performance and accessibility of the Jobs Fund contract management strategy and framework including the records and signed contracts database and standardized templates registerProvide legal advice to stakeholders on legal issues concerning, amongst other, the restricting of state assets, bond issues, financial regulation, procurement issues and treasury controlDraft contracts and develop legal instruments for the reviewing of contracts for compliance (domestic and international)Assist with the negotiation of contracts on behalf of the client, Minister of Finance and entities where applicable Contract management and administration:Conduct and provide legal research on projects prior to and after client consultationsDraft and review commercial agreements and contracts to be entered into by the clients Jobs Fund divisionUpdate and maintain the signed contracts and records databaseRecord all new instructions appended to signed contractsMonitor and review compliance with terms and conditions of contracts, analyselegal issues arising, and develop and implement corrective actions and/or solutions Professional Legal Assistance:Provide legal advice to clients and client representation at appropriate forumsScrutinize legal documentation and addressing of any issuesDraft legal documents, pleadings, and opinionsProvide legal support in respect of any projects that may have legal implicationsAssist with the writing, reviewing, and editing of legal correspondence between Jobs Fund and clients Knowledge Management:Write papers, reports, opinions, articles, and other documents for publishing on the clients Jobs Fund websiteMaintain and update the database of all legal opinions generated for clients and/or the company’s Jobs Funds Division Client relationship management:Identify key staff, and build and maintain relationships and interactions with clients, stakeholders and business representativesEstablish relationships with internal and external service providersMonitor the level of client satisfaction at regular intervals and after each significant delivery of product or serviceIdentify and respond to opportunitie
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzQ2Njk0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1176066&xid=1266_46694
2y
1
Description of the role and purpose of the job:
* Implementing complex public and private buy-side and sell-side mergers and acquisitions, BEE transactions, equity and debt capital raising transactions on behalf of local and international clients.
* Managing, mentoring and training colleagues.
As a Senior Manager in M&A your responsibilities may include, but are not limited to:
* Leading the day-to-day management of projects
* Liaising with the client, their directors and stakeholders
* Liaising with the client, their directors and stakeholders
* Coordinating and managing other transaction advisors, timelines and deliverables (e.g. due diligence, tax, legal, regulatory)
* Performing and reviewing detailed merger models, transaction structuring, capital structuring and other financial analysis
* Conducting detailed valuation analysis, including discounted cash flow (DCF), trading multiples, transaction multiples and LBO analysis
* Overseeing the preparation of investment teasers, management presentations, board materials, information memoranda, and other presentation materials for use in transactions or strategic client / stakeholder dialogue
* Coordinating and managing other transaction advisors, timelines and deliverables (e.g. due diligence, tax, legal agreements)
* Review and input into transaction agreements
* Interaction with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Providing leadership, mentorship and supervision to junior staff
* Completing risk management procedures from inception, to acceptance and completion of engagements
* Managing work-in-progress, billing and collection of invoices
* Supporting senior management in origination efforts, industry and sector research and the preparation of bespoke proposals and solutions
* Being aware of the environment in which our clients and KPMG operates to identify opportunities and mitigate risk
Skills and attributes required for the role:
* Strong financial and business acumen with a drive for analytical problem solving
* Exceptional verbal and written communication to assist clients with strategic decision making
* Strong leadership capability and interpersonal skills with the desire for continual self-learning and mentorship and training of others
* Adaptable and able to work with change and ambiguity whilst maintaining credibility and confidence
* Exceptional excel modelling skills, with demonstrable experience building DCF, LBO, project finance and / or other corporate finance related models for clients
* Demonstrable sales and negotiation skills
* Knowledge of the South African regulatory environment including but not limited to Companies Act, JSE Regulations, BEE Legislation, Corporate Tax
* Proven experience in project coordination and implementation in the following areas:
* Buy-side and sell-side mergers and acquisitions; and / or
* Debt and capital advisory, including project finance and inf
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzkxNTlfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1181666&xid=1554_9159
2y
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Do you have an unwavering attention to detail and an eye for spotting errors? Do you love reviewing phone calls to ensure staff meet the required standard? Are you fantastic at evaluation and coaching where required?Minimum Requirements: Computer literate with knowledge in Excel, Word and MS Suite;Completed Senior Certificate (Matric);2 years experience in an administrative and compliance quality assurance position, within the Insurance industry;RE5 certificate (preferred);Ability to communicate appropriately and effectively in spoken and written English and Afrikaans;Be able to work long hours only if necessary-above & beyond the specified hours if need be.Duties: Monitoring /Quality Assurance: Daily Monitoring and Quality Assurance of all New Business and Servicing Deals;Weekly Monitoring and Quality Assurance of all New Business and Servicing Deals.On-going Assistance and Feedback: Assist Financial Advisors and Administrators with Rectifying Identified Compliance Errors/Risks;Meeting with Financial Advisers and Administrators to Rectify any Identified Compliance Errors/Risks under the Guidance of the Internal Compliance Officer.Quality Assurance Administration: Send Weekly Quality Assurance feedback to the Admin Manager and Internal Compliance Officer;Ensure that the Quality Assurance Spreadsheet is updated by the Admin Manager Weekly;Ensure that All Completed Quality Assurance Tasks are Completed on our CRM System;Check that broker drive is updated with final documents;Assist with uploading of complete packs into CRM;Spot check QA using task tracker and production schedules to ensure admin is capturing accurately on CRM.Monitoring /Auditing Quality of Applications and Quotes: Check that the Application and Quote is signed and dated;Check that the Application and Quote correspond;Check that the Administrator has the correct task number;Check that the correct Compliance documents are in the Pack;Check that the Admin Pack is E-Filed;Check that the New /Servicing deal is tracked on the figures report;Check that the Application is sent to the capturer within the correct Service Level Agreement;Check that FICA documents are E-Filed and received when required;Keep track and recommend training based on errors identified.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzUwNzE0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1183562&xid=1108_50714
2y
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FINANCIAL ADVISOR - Commission base ONLY (leads provided) Closing date: 18 March 2022Appointment: Permanent, full-time positionAreas: 2X Kuilsriver, Western Cape, 1X Roodepoort, Johannesburg and 2X Pretoria, GautengSalary: Commission base ONLY (leads provided)A financial planning group requires a Financial Advisor who has a client base of their own to join the company. The job entitles to be responsible for clients Financial Planning, Investment and Retirement Proposals. The role requires the gathering of client information, financial planning analysis, preparing client reports and assisting in managing the client review process.Company offers successful applicants:Group Life BenefitsDesk / Internet / Printing facility /TelephoneAdministrative SupportPI CoverLeads providedCommission split: 70/30Qualifications / RequirementsFinancial Industry related qualifications. Completed at least a financial industry related Diploma (NQF 5 level), A degree or Postgraduate Diploma, CFP accreditation would be advantageousRegulatory Exam RE 1 / RE 5Minimum 4-5-year experience in a Financial Services Environment, focus on Financial Planning & Financial Solutions to ClientNot working under supervisionIndependent advisor/broker and not tied to 1 Company onlyAverage Income: R375 000.00 p.aRESPONSIBILITIESNew & Existing clients:Scan client base and target markets for financial planning opportunities.Generate leads by identifying appropriate clients/prospects.Create interest and secure financial planning meetings with clients.Retain existing clients and generate new clients.Optimise business profitability by identifying income opportunities and meeting agreed to income targets.Facilitate requirements for clients and product/service providers.Track and report progress of agreed implementation to clients.Conduct annual reviews with clients.Compliance & Process:Agree and document services to be provided.Provide and explain regulatory disclosures to new/existing clients.Agree and sign service level agreements with new/existing clients.Conduct financial needs analysis for clients using businesss FNA system.Consolidate recommendations and action steps into a financial plan.Source quotations for product related recommendations.Present recommendations, listen to clients concerns and revise strategies if necessary.Get clients to complete and sign all advisory documents and instructions.Complete Client Advice Record.Competencies:Compliance: Adhere to Industry Legislation (FICA and FAIS Regulations)Upload Client Financial Information on our CRM System (Elite Wealth)Good written, telephonic and customer service relationshipAnalytical and numerical skillsTime Management SkillsResult Driven Computer Literate (Word, Excel)Proble
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzY3OTIzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1167208&xid=1109_67923
2y
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What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customers resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customers personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Drivers licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
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Minimum Requirements: MatricCourse in a mechanical/technical field will be advantageousPrevious experience in a motor vehicle/ motorcycle technical service or workshop environmentKnowledge of SAP or similar financial systems The Person: Excellent written and verbal communicationStrong interpersonal skillsGood at building and maintaining client relationshipsTeam playerPresentableNumerical and administrative skillsOrganising and planning skillsBrand ambassador The Job: Process job cardsPrepare service documentationPresent service documentation to clientLiaise and provide feedback during service and provide updates on progress/status of serviceProvide support to Management and Technicians on parts ordering, parts availability, job card enquiries, general administrative supportRender general Workshop assistancePerform SAP system entriesHandle warranty claim enquiries and awarenessKeep updated on parts stock
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Sunninghill, Johannesburg : CREDIT RISK ADVISOR Job Purpose: Minimise customer risk by gathering, analysing and sharing all relevant market, risk, debtor and financial information to identify possible risks to customer and suggesting mitigating actions.Minimum Requirements: -Well presented and professional-Fully bilingual with excellent English proficiency-Matric / Grade 12-Financial, economic, law or business management degree or diploma obtained-3 to 5 years Credit Risk experience in a business being exposed to all financial facets and risks associated with trading-Debtors and creditors exposure and experience-Experience at a managerial level advantageous.-Experience dealing with Credit Insurers advantageous-Must understand basic financial principles income and expenditure-Must be able to assess / interpret on site with debtor present and make decision there and then whether satisfied with risk or clarify uncertain items in financial statements (clarify on site)-Must understand claim payout process and time frames for the claim to be paid and be able to calculate payout amount.-Fully understand and able to ensure compliance of insurance timelines for debt collection and lodging claims deadlines from insurers.-Good management skills-Must have good understanding of AFS and able to do basic level assessments to advise on risk profile and highlight related strengths and weaknesses.-Problem solving & conflict handling skills, attention to detail-Able to deal with pressure-Strong communication and interpersonal skills-Drivers license and own vehicle-Computer literate-Stable employment record and contactable references-To start as soon as possibleDuties: -Credit Risk Advisory duties-Visit Debtors to determine risk-Ensure operational excellence and manage operations-Use information obtained from monitoring to provide constructive feedback-Organizing and planning, implementation of team goals and setting of personal goals -Identify problems recognise the causes within a reasonable period and identify potential solutions.-Accountable for ensuring quality of own work and work of SDRS or DRS-Visiting clients, stakeholders, Debtors, Attorneys, insurers etc.-Debtors meetings, security negotiation, collection of debt visits, Business Rescue Meetings, Liquidation Meetings etc.-Identify potential major issues regarding risk-Determine intervention required in conjunction with Senior Credit Risk Manager, Regional Advisor or Regional Director.-Report on matters -Determine which debtors owe in excess of the established credit limit, especially if insured-Recommend security where necessary (i.e. New business for substantial limits)-Assist with credit ins
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Our client, a Financial Entity based in Centurion is seeking the expertise of the Legal advisor.Requirements: Completed LLB DegreeAdmitted as an attorney in the high court of South AfricaMinimum of 6 months post article experienceOwn vehicleLocated in Centurion or surrounding areasAvailable for full time working hours Responsibilities: Responsible for all legal related activities related to the company including but not limited to, contract drafting, compliance administration, general administration , overseeing litigation and general assistance
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Johannesburg - To market and sell the Banks Wealth Management Products within the respective region by providing excellentservice to customers and adherence to the banks policies and procedures. MAIN FUNCTIONS OF THE JOB INCLUDE:Wealth Managemento Conducts marketing and sales of the unit trust products.o Ensures Wealth Management Sales budgets are meto Provides clients with efficient service and professional advice on the products.o Ensure that all applications forms are completed, and correspondence is provided to the Client.o Engage in marketing activities hosted by the Banko Ensure that regular contact sessions are held with Clients, thereby keeping them abreast of theirinvestment portfolios and explore further investment opportunities with Clients.o Ensures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutualtimeously and that all FICA and compliance is done before opening these accounts.o Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensurethat the correct product is recommended.Sales and Marketingo Attend to new clients by offering them the Banks Products as well as servicing existing clients and offeradditional services.o Meets with clients at their convenience at the Branch or at clients premiseso Markets and sells the Banks productso Acquires new clients by requesting qualified leads from existing clients, other departments and leadsgenerated internally or by customer serviceo Conducts a needs analysis on products and services in order to make recommendations to clients.o Offers advice to clients based on their wealth management needso Ensures all requirements are met in order to conclude the transactionClient Relationshipo Develops constructive and cooperative working relationship with clients, and maintaining them over timeo Attends to all clients Wealth requests and querieso To ensure that existing clients are contacted annually to discuss their portfolio and assist with anyrequirements.o To ensure existing clients are managed and cater for ad hoc requests.o Provides an efficient and effective service to all clients at all times in order to promote the Banksserviceso Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visitingclients and addresses client concerns by listening to any concerns/complaints in an efficient andappropriate manner in line with the professional image of the bank and providing an effective solution tothe benefit of both the bank and the clientAdministrationo Maintain a client visit register on SharePoint by updating information weeklyo Ensure that all administration regarding information meets FAIS and FICA legislative requirements.o All sales must be recorded in the schedule on share point as and when new business is concluded.o Follow up with the unit trust companies in order to ensure that the business is recorded accuratelyQUALIFICATIONSo An Accounting /
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Zutari (formerly known as Aurecon) is a well-established, management-owned engineering firm with almost 90 years’ experience. As human-centred engineering consultants and advisors, we are trusted by our clients, business partners, communities and other stakeholders across Africa and the Middle East.
We co-create engineering solutions that have a positive impact and improve people’s lives. Zutari values inclusion and recognizes the importance of a diverse, talented workforce, believing that people need other people to succeed.
*What kind of talent do we pursue?*
We employ high performing talent with the right attitude and a positive mindset, who are motivated by doing the right thing, getting things done and share a sense of urgency. People who have an impact in our teams and the broader community. People who think differently and connect with those around them to co-create new opportunities and leave a meaningful legacy.
* Make payments to suppliers and employees on international bank platforms
* Ensure that correct procedures are applied in accordance with financial policies
* Do accounting entries and manage recons for various companies in Africa
* Cash, Bank, Accruals & prepayments
* Currency Control Accounts
* other current liabilities and assets
* VAT & WHT recons and payment preparations - Rwanda and Swaziland
* Compile Intercompany invoices for various companies
* Assist with audit queries and reports where required
*Minimum requirements *
* Excellent communication skills
* Ability to work as part of a team & independently
* High level of accuracy & attention to detail
* Deadline driven & ability to work under pressure
* Good planning & organizational skills
* Adapt very well to changes & environment
* Enthusiastic, pro-active & vigilant
* Proficient in Excel: LOOKUP functions, IF functions, PIVOTS, Data Analysis, etc
*Qualifications *
* Degree in Accounting
* At least 5 years’ experience
*We believe that a diverse workforce is key to our business success. We seek the best people for our jobs based on their skills, qualifications, and experience. We embrace the principle of equal opportunity in employment, and we work towards eliminating all forms of unlawful discrimination in our employment practices. In support of diversity and the equal opportunity principle, preference will be given to individuals from designated groups within South Africa. *
*Minimum requirements *
* Excellent communication skills
* Ability to work as part of a team & independently
* High level of accuracy & attention to detail
* Deadline driven & ability to work under pressure
* Good planning & organizational skills
* Adapt very well to changes & environment
* Enthusiastic, pro-active & vigilant
* Proficient in Excel: LOOKUP functions, IF func
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