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Results for reporting in "reporting", Full-Time in Jobs in Pretoria / Tshwane in Pretoria / Tshwane
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An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning (CFP) would be advantageous;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 1 year Estate Planning experienceKnowledge:Proficiency in Microsoft Windows, with advanced skills in Excel;Experience with Elite Wealth.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical will enable you to execute the following duties:Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors
https://www.jobplacements.com/Jobs/P/PARAPLANNER-PRETORIA-1260840-Job-Search-2-10-2026-4-05-12-AM.asp?sid=gumtree
3d
Job Placements
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Our client, a wealth management firm based in Bryanston, Sandton, is seeking a highly analytical and detail-oriented Paraplanner or Junior Investment Analyst to join their team. This critical role sits at the intersection of investments, data, and technology, focusing on high-quality portfolio reporting and data integrity. The successful candidate will leverage technology and AI-driven tools to enhance efficiency and scalability across the practice while maintaining a deep understanding of financial markets. Key Responsibilities:Investment Reporting: Prepare, maintain, and enhance portfolio review and investment reporting packs.Portfolio Analysis: Analyze performance, asset allocation, risk metrics, and client data to identify key trends and drivers.Monitoring: Support investment monitoring across various asset classes, including equities, fixed income, alternatives, and cash.Data Integrity: Perform regular data validation, reconciliation, and quality checks to ensure accuracy.System Optimization: Maintain and improve data structures, reporting templates, dashboards, and automated workflows.Innovation: Use technology and AI tools to streamline operational processes and analysis. Requirements:Education: A relevant tertiary qualification in Finance, Investments, Economics, Accounting, or a similar field.Experience: Prior experience in a paraplanning, investment analysis, or portfolio reporting role.Market Knowledge: A strong understanding of financial markets, investment products, and portfolio construction.Technical Skills: Advanced proficiency in Excel is required.Data Management: Comfort working with large datasets while ensuring complete data integrity.Soft Skills: Excellent analytical skills, high attention to detail, and clear written and verbal communication. Advantageous Skills:Experience within the wealth management or investment management sectors.Technical experience with Power BI, SQL, or similar data tools.Exposure to portfolio management systems and investment reporting platforms.Experience using automation or AI-enabled tools to improve workflow efficiency.
https://www.jobplacements.com/Jobs/P/Paraplanner-1260642-Job-Search-2-9-2026-9-30-16-AM.asp?sid=gumtree
4d
Job Placements
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This is an opportunity to step straight out of articles and into a business where finance supports real projects, real funding decisions, and real growth. You will partner with leadership, gain exposure to project-driven financial strategy, and take ownership of reporting in a dynamic development environment.If you are looking for your first move post-articles that offers responsibility, visibility, and long-term growth, this is it.Key Responsibilities:Full monthly management accounts and reportingBudgeting, forecasting, and cash flow managementProject cost tracking and financial analysisPreparation and review of annual financial statementsIFRS compliance and strengthening internal controlsManaging audit processes and liaising with external stakeholdersSupporting executive decision-making with clear financial insightsJob Experience and Skills Required:CA(SA) Newly qualifiedStrong technical grounding in IFRS and financial reportingCommercial curiosity and interest in development or project-based environmentsStrong analytical ability with attention to detailConfident communication skills and a professional presenceIf you are ready to move from compliance into commercial impact, apply today.For more exciting Finance opportunities, visit:
https://www.jobplacements.com/Jobs/F/Financial-Manager-1261228-Job-Search-02-10-2026-00-00-00-AM.asp?sid=gumtree
1d
Job Placements
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Our client is a well-established, fast-growing construction and project-based business delivering high-quality projects across multiple sectors. The business values accuracy, commercial insight, and proactive finance support to ensure smooth operations and strong project delivery.The Financial Accountant will manage core accounting processes, provide insightful reporting, and support operational and strategic decision-making. This is a role for someone who wants exposure across the business, from project cost management to balance sheet integrity.Key Responsibilities:Manage debtors, creditors, and general ledger processesOversee asset and liability accounting and ensure compliancePrepare and analyse management accounts, cashflow, and financial reportsSupport project costing, stock, and materials reconciliationMonitor and control budget vs actual performance, highlighting variancesAssist with financial planning, forecasting, and KPI reportingSupport internal controls, compliance, and audit requirementsCollaborate with operational teams to embed finance into project and business decisionsEnsure accurate and timely month-end and year-end closeSupport payroll processing and reportingJob Experience & Skills Required:Degree or Diploma in Accounting / FinanceProven experience as a Financial Accountant, ideally in construction or project-based environmentsStrong understanding of debtors, creditors, assets, liabilities, and project costingExperience with financial reporting, budgeting, forecasting, and cashflow managementAdvanced Excel and accounting software proficiencyStrong analytical and problem-solving skillsAbility to operate in a hands-on, dynamic environmentExcellent communication and stakeholder engagement skillsHigh attention to detail and accuracyProactive, commercially minded, and results-drivenApply now!
https://www.jobplacements.com/Jobs/F/Financial-Accountant-1260139-Job-Search-02-06-2026-10-29-46-AM.asp?sid=gumtree
7d
Job Placements
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Minimum RequirementsMatric (Grade 12)Ability to work with waste-related data and documentationBasic Microsoft Excel skills (calculations and data entry) and computer literacyPhysically and mentally fit for the environmentWillingness to undergo required vaccinations prior to employmentMust be reliable, detail-oriented, and able to work under pressureKey ResponsibilitiesCapture and manage data accuratelyRecord and report on volumes receivedMonitor stock controlEnsure accurate tracking and discrepanciesPerform data capturing and basic reporting dutiesMaintain accurate records using Microsoft ExcelAdhere to health, safety, and operational procedures at all times
https://www.jobplacements.com/Jobs/D/Data-Capturer-1260892-Job-Search-02-10-2026-04-05-16-AM.asp?sid=gumtree
3d
Job Placements
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