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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
Junior Bookkeeper/Accountant REMOTE Cape Town
Our Accounting Firm client in Cape Town is looking for a Junior Bookkeeper/Accountant. The position is suitable for a person with 1-3 years bookkeeping/accounting experience. In-house training will be provided.
Salary Negotiable - Role is in the office for training and will become remote
Min Requirements
• Financial Qualification
• 1-3 years’ experience -preferable from an accounting firm processive (but not a must)
• Computer literacy – MS Office
• Accounting Software – Pastel added bonus
Responsibilities
• Accurate processing of Pastel
• Assist with Monthly journals and reconciliations of all general ledgers
• Assist with Maintain fixed asset registers
• Processing and Reconciliation of customer and supplier ledgers
• VAT Calculations and Reconciliations
• Assist with Salary processing checking, journals and SARS reconciliations
• General assistance to Senior Accountants as required
• Professional communication with colleagues and clients
Apply online
FROGG Recruitment
Consultant Name: Quinton Wright
Other
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
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