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As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities:Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)Source leads from various databases.Work closely with financial advisors and their teams.Schedule appointments based on financial advisors diaries.Meet daily, weekly, and monthly targets.Ability to communicate effectively with their niche clientele Contribute significantly to new business revenue.Key Qualifications:Proficient in both written and verbal communication.Ability to demonstrate great listening skills.Exceptional at building rapport with clients.Displays patience and empathy towards customers.Strong time management and organizational abilities.Comfortable working in fast-paced environments.Basic or advanced troubleshooting skills, depending on the role.Familiarity with common software and tools.In-depth understanding of the companys products and services.Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.Minimum Requirements: Matric Fluent in English 1 - 3 years experience in a similar environment Remuneration: Salary: R5 000 - R8 000 + Commission Working Hours: Monday - Friday, 8 am - 4.30 pm **Only Shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/C/Call-Centre-Agent-Financial-Services-1197825-Job-Search-01-05-2026-00-00-00-AM.asp?sid=gumtree
24d
Job Placements
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As a Professional Tax Accountant, you will provide full accounting service offerings to the companys clients. The ideal candidate will be meticulous, detail-oriented, and enthusiastic. If you thrive in a dynamic environment, enjoy multitasking, and have excellent interpersonal and client-relational skills, this role is for you!Responsibilities:Manage full accounting and tax function portfolio.Produce monthly management reportsFull accounting function to trial balanceDrafting of annual financial statements for companies, trusts, and sole proprietors on CaseWareProvide advice on all tax and accounting mattersMust have experience on e-filing (SARS)Must be able to work well under pressure and meet deadlinesPrepare and submit income tax returns for individuals and companies, VAT returns for sole proprietors, and trustsPrepare VAT returns for sole proprietors, companies and trustsCompetent to attend to all SARS correspondenceFiling of notices of objections and suspension of debt on e-filingConduct themselves in a professional mannerMust be willing to travel to clientsResponsible for keeping up to date with Tax laws and RegulationsOptimize tax strategies and minimize tax liabilities for clientsTax planning Compliance supportAdvisory services Minimum Requirements: Accounting degree or Higher Diploma Completed articles (Advantageous)Affiliations to SAIPA, ACC, CIMA (Advantageous)Pastel experience and knowledgeFluent knowledge of CaseWare and Pastel is imperative2 - 5 years experience in an accounting environmentOwn Vehicle and a Valid drivers license Remuneration: R20 000 - R35 000 monthlyWorking hours:Monday - Friday 08H00 - 16H30**Please note that only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/T/Tax-Accountant-1197826-Job-Search-01-06-2026-00-00-00-AM.asp?sid=gumtree
24d
Job Placements
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Our client is a well-established company within the retail and sales industry, with a strong focus on operational excellence and financial discipline. The business operates across multiple departments and locations, offering stability and long-term growth opportunities for finance professionals.This role is ideal for a recently qualified or early-career finance professional who has completed their articles (SAICA, SAIPA or CIMA) and is looking to apply their knowledge in a commercial environment. The successful candidate will support daily accounting tasks, month-end reporting, and financial analysis, while gaining exposure to stock, cost management, and cross-departmental operations.Key Responsibilities:Capture daily financial transactions and maintain accurate accounting records.Assist with month-end reporting, including management accounts and variance analysis.Reconcile bank accounts, suppliers, and customer accounts.Monitor daily sales, cashbook, and petty cash transactions.Support with budget tracking and department-level cost reviews.Assist with VAT, PAYE, and other statutory submissions.Maintain the fixed asset register and support stock reconciliation processes.Liaise with sales and operations teams to verify and align financial data.Prepare documentation for audits and compliance checks.Contribute to continuous improvement of financial systems and reporting accuracy.Key Attributes:Strong attention to detail and a proactive mindset.Organised and deadline-driven.Eager to learn and take on new responsibilities.Able to work well with cross-functional teams.Strong sense of accountability and integrity.Key Competencies:Sound understanding of accounting fundamentals.Good working knowledge of Excel (e.g., VLOOKUPs, Pivot Tables).Familiarity with stock, sales reporting, and expense controls.Ability to interpret and present financial data clearly.Exposure to accounting systems such as Sage, Xero, or similar.Requirements:BCom Degree in Accounting or Finance (required).Completed Articles SAICA, SAIPA, or CIMA (essential).Drivers License & Own Vehicle - Non Negotiable13 years experience in finance/ accounting environmentExperience in a retail or sales-based environment is advantageous.Understanding of month-end processes and statutory compliance.Remuneration:R25 000 R30 000 per month**Only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/J/Junior-Accountant-CIMASAIPASAICA-1246681-Job-Search-01-06-2026-00-00-00-AM.asp?sid=gumtree
25d
Job Placements
1
As an Internal / Key Accounts Broker, you will be responsible for managing a large portfolio of existing clients, ensuring renewals, retention, and accurate underwriting. This role is office-based and involves daily interaction with clients to provide advice, manage policies, and maintain compliance. The position requires attention to detail, strong administrative skills, and the ability to communicate professionally with clients and insurers.Key Responsibilities:Manage a portfolio of approximately 300 clients, ensuring excellent service delivery.Maintain proactive communication with clients to understand their insurance needs.Monitor and manage unpaid premiums with timely follow-ups.Oversee policy renewal processes and present renewal terms.Implement retention strategies to maintain portfolio value.Process endorsements and amendments accurately.Conduct underwriting duties, including risk assessments and quotations.Source and compare quotes from multiple insurers when required.Conduct 25+ daily client meetings via Zoom or telephone.Provide professional advice on cover options, excess structures, and risk exposures.Manage cancellations, including retention solutions where possible.Coordinate tracking device installations and arrange valuations where necessary.Ensure prompt and accurate processing of refunds.Maintain compliance with all regulatory requirements.Key Attributes:Strong attention to detailExcellent communication skillsClient-focused approachOrganized and deadline-drivenAbility to work independently and handle pressureRequirements:Matric (Grade 12)RE5 certification (compulsory)NQF Level 4 in financial services (advantageous)Minimum 2 years underwriting experience (brokerage preferred)Experience in personal and commercial lines insuranceStrong administrative and interpersonal skillsRemuneration:R15 000 - R21 000 CTC plus Commission **Only shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/I/Internal-Short-Term-Broker-1243890-Job-Search-01-05-2026-00-00-00-AM.asp?sid=gumtree
25d
Job Placements
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