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Results for business requirements documents in "business requirements documents" in Jobs in Helderberg in Helderberg
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Job description:The Paraplanner will provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Responsibilities:Financial Planning supportFormulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs, objectives and risk tolerance.All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as required.Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customers objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.Prepare statement of advice documentation as required.Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.Customer ServiceTeam managementAdministrationClient Relationship ManagementGather Policy informationCompile a summary of informationResearch product informationHandling and solving of client enquiriesHandling of new application and quotationsDiary managementReporting of new business statisticsPreparation of insure review appointmentsMaintaining CRM systemsMinimum requirements:Relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning)Regulatory Exam for Representatives passed (RE5)At least 5 years relevant work experience within the financial industry as ParaplannerFully bilingual and Afrikaans and English
https://www.jobplacements.com/Jobs/P/Paraplanner-1263971-Job-Search-02-19-2026-04-00-34-AM.asp?sid=gumtree
6d
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Key ResponsibilitiesServe as the first point of contact for end-user IT support (phone, instant messaging, and in person).Log and process incoming IT service requests and document tasks and progress.Provide support for hardware and software, including installation, maintenance, troubleshooting, and user assistance.Support and maintain:Desktops & laptopsWindows operating systemsMicrosoft Office 365OneDrive/SharePoint & Microsoft TeamsActive Directory environmentsPrinters, peripherals, cables, monitors/TVs/projectorsNetworking equipment (switches, access points, routers, firewalls, cabling)VoIP systems (SIP phones, DECT phones, softphones)Mobile devices (Android & Apple)Orient and onboard new users and assist with user migrations.Escalate/delegate tasks to the IT Lead or third parties when required; route line-of-business software issues to the correct internal support.Maintain IT asset inventory and manage stock of sundry equipment (peripherals, printer toners).Assist with physically moving/installing equipment when needed.Support the IT Lead with ad-hoc tasks when required.Engage with vendors/suppliers when mandated by the IT Lead.Role GoalsEnsure a smooth and reliable day-to-day IT experience for users.Proactively identify recurring IT issues and improve user support outcomes.Build and maintain institutional knowledge of systems and operating environment.Maintain and continuously develop relevant technical skills.Required Technical SkillsComputer hardware support (desktops and laptops).Microsoft Windows fundamentals.Microsoft Office 365.Microsoft cloud tools: OneDrive / SharePoint / Teams.Microsoft Active Directory environments.Networking installation (cabling, patch panels, access points, etc.).Networking fundamentals: LAN/WAN/VPN/Wi-Fi (including point-to-point links).Mobile device support: Android & Apple.Requirements & Soft SkillsStrong people skills: daily interaction with end-users and vendors.Valid driverâ??s licence and willingness to travel regularly to vendors, farms, and other sites.Must be present at remote site at least once a week (unless directed otherwise by the IT Lead).Occasional overtime (only with prior approval).Detail-oriented, reliable, and able to work independently with minimal oversight.Comfortable with practical, hands-on work and able to perform under pressure in a dynamic environment.
https://www.jobplacements.com/Jobs/I/IT-Technician-1266317-Job-Search-02-26-2026-04-00-37-AM.asp?sid=gumtree
1h
Job Placements
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Purpose of the RoleTo grow sales by servicing existing customers, securing new business, promoting the companys chemical product range, and achieving monthly sales targets through effective customer engagement and disciplined sales execution.Key Responsibilities Include but Are Not Limited ToService and grow existing customer accountsIdentify and develop new business opportunitiesPresent and demonstrate products to customersAchieve agreed monthly sales targetsComplete all required sales administration accurately and timeouslyMaintain up-to-date customer records and documentationAttend sales meetings, training sessions and company functions as requiredAssist with the collection of outstanding customer payments in support of the debtors departmentEnsure all sales are concluded and paid in full prior to commission being earnedRepresent the company professionally at all timesPerform any additional duties reasonably required to support business operationsCriteriaMinimum Grade 12Valid drivers licenceProven sales experience, preferably in chemical, industrial or related environmentsStrong sales, negotiation and customer relationship skillsTarget-driven with a consistent sales performance recordGood administrative and computer skillsSelf-motivated, disciplined and able to work independentlyProficient in English and Afrikaans (read, speak and write)Remuneration | Hours of WorkBasic market related salary, target based commission structure, fuel and mobile allowanceMust have own laptop, vehicle and mobile phoneStandard working hours apply, with flexibility required to meet operational demands
https://www.jobplacements.com/Jobs/S/Sales-Representative-1259396-Job-Search-02-05-2026-04-00-34-AM.asp?sid=gumtree
20d
Job Placements
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Title : Business Analyst Location : Cape Town (Mowbray) - Hybrid work model THE MAIN PURPOSE OF THE ROLE:The key function of a BA is to work with the stakeholders to analyze and document business processes for a system or piece of software to be developed. To determine functional requirements and high-level features, as well as elaborate on the details of the software project and requirements to set the direction of the project, and support its implementation. KEY RESPONSIBILITIES:Document the client requirementsDocument in a clear mannerDocument a well-structured document according to the specification templateMockups and sample reportsMaintain documentation and ensure it remains up to dateMinimal rework required for artifacts producedDelivers to customer expectationUAT percentage below 9% Failure rateEnsuring the finished product is what the client has asked forRunning workshops with clientsSpec handover sessions with the development teamDemo sessionsCollaborating with the development team and Development project managersCollaborating with the Product OwnerBacklog grooming Mandatory Skills / Abilities required for the JobExperience with Mockup toolsJira, confluence (or similar)Proficient in Microsoft OfficeExperience with SQLExperience in User StoresWire FramingExperience in using Agile Safe methodologiesParticipating in Estimation stores and creating acceptance criteriaCreate and run demo sessionsTime tracking managementExperience with requirements documents and requirement solicitation MINIMUM REQUIREMENTS:A minimum of 3 years experience in a Business Analyst roleBA degree or qualificationRetail related experienceExposure to enterprise development
https://www.jobplacements.com/Jobs/B/Business-Analyst-1264862-Job-Search-2-23-2026-2-55-47-AM.asp?sid=gumtree
2d
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Requirements:Fluent in English, both written and spoken.Own Transport.Valid Documents needed:PSiRA Grade CIDSAPS Competency CertificatePTFC statement of resultsDrivers Benefits (applicable after probation period): To be discussed upon application of employment. Due to industry requirements, the following valid and true to size documents is required:ID (In colour).Valid PSiRA Certificate.Valid Firearm Competency.Statement of Results for Business Purpose Knowledge of the firearms act, Handgun and Handgun for business purpose.
https://www.jobplacements.com/Jobs/A/ArmedTactical-Response-Officer-Cape-Town-1196271-Job-Search-6-20-2025-9-29-28-AM.asp?sid=gumtree
8mo
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