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Results for finance manager in "finance manager", Full-Time in Jobs in Western Cape in Western Cape
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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
14d
Job Placements
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This role involves:Monthly end procedures including transaction processing up to trial balanceSubmission of monthly financials on MPCAnalyzing and reviewing budgets and expendituresSupervision of intercompany accounts reconciliation processPreparation of monthly management accounts, and other monthly reportsInvolvement in the preparation of audit packs and tax packs as well as company statutory returnsLiaising with business unit managers regarding various accounting issuesMaintaining the fixed asset register and capital processesRecommending, developing, and maintaining financial databases, computer software systems and manual filing systems.Supervising the input and handling of financial data and reports for the companys automated financial systemsInteracting with internal and external auditors as well as implementing and maintaining sufficient internal control environmentsManaging of finance team Skills & Experience: Minimum 2+ years experience as financial accountantMinimum 3+ years motor industry experience (advantageous)Knowledgeable of tax calculationsStrong on financial reporting and corporate governanceWell-developed communication skillsStrong ability to reason with numerical information to influence and enable business and financial decisionsMicrosoft Office skills (Excel, Word, and Outlook) Qualification:BCom Accounting with commercial experienceSAIPA + commercial experience (preferred) Contact OKUHLE POKILE on
https://www.jobplacements.com/Jobs/F/Financial-Accountant-1264198-Job-Search-02-19-2026-10-14-19-AM.asp?sid=gumtree
14d
Job Placements
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A well-established, multi-disciplinary Psychology Practice in Claremont, Cape Town is seeking an experienced and proactive Practice Manager to oversee operations, HR, governance, and administration for a growing team of approximately 30 staff members.This senior leadership role focuses on ensuring smooth daily operations, regulatory compliance, and high standards of patient care and team performance. (Financial accounting remains the responsibility of the Finance Manager.) Flexibility is required, including rotational Saturday reception duties.Key Responsibilities:Oversee all HR functions, including recruitment, onboarding, performance management, payroll coordination, and disciplinary processesManage associate contracts, compliance tracking (HPCSA, POPIA), and claims administration oversightSupervise reception and support staff, facilities, suppliers, IT, and data securityEnsure governance, risk management, medical aid audit oversight, and SOP complianceCoordinate external service providers (HR, IT, legal, insurance, marketing)?Provide executive-level operational support to the Practice PrincipalDrive continuous improvement of systems and operational efficiencyMinimum Requirements:5+ years’ experience in practice or operations managementStrong leadership and organisational skillsProficient in MS Office and practice management systemsStrong IT capabilityAdvantageous:Experience in a psychology or medical practiceExperience with Elixir Live or similar systemsRemuneration: R25 000 – R35 000 per month (CTC), market-related and dependent on experienceThis is an excellent opportunity for a structured and solutions-driven Practice Manager ready to take ownership of operational excellence within a professional healthcare environment.How to Apply: Interested and suitably qualified candidates are invited to apply online with their updated CV. Should you experience any difficulties with the online application, please contact MedE Recruit directly.
https://www.jobplacements.com/Jobs/M/MEDICAL-PRACTICE-MANAGER--CAPE-TOWN-1266697-Job-Search-02-27-2026-01-00-16-AM.asp?sid=gumtree
6d
Job Placements
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Minimum requirements for the role:Must have a relevant tertiary Accountancy qualificationMinimum 12 years experience within an accounting firm or accounting roleExperience producing management accounts and VAT returns is essentialUse of Xero, IRIS and Excel is preferableMust possess strong attention to detailWillingness to learn and adapt to new systems and processesTeam player with strong interpersonal skillsGood communicator and articulateAbility to manage workloads, meet deadlines, train and support othersResults-driven with the ability to achieve work goals and objectivesThe successful candidate will be responsible for:Managing the delivery of work to a portfolio of clients.Preparing and reviewing VAT returns.Preparing and reviewing management reporting.Preparing and reviewing CIS returns.Preparing statutory reporting.Preparing Corporation Tax returns.Performing year-end opening balance adjustments.Providing company secretarial services.Reviewing work from the Client Assistant prior to publishing within Xero or relevant accounting systems.Processing data and performing bookkeeping, including utilizing systems to streamline processes.Setting up and training clients on Xero and associated apps.Collaborating with clients on budgets and forecasts.Training and supporting the Client Assistant role.Assisting with office administration.Participating in ad-hoc projects.Acting as the go-to person for initial client queries and providing software support.Managing client expectations and delivering up-to-date financials and compliance filings on time.Engaging in CPD and ongoing training.Ensuring confidentiality of sensitive client data.Working with other team members to meet deadlines.Identifying opportunities to improve and streamline internal processes.Acting as a technology champion and training others on accounting systems and add-ons.Acting in accordance with the business values and competency framework.Communicating effectively with direct line managers.Communicating clearly and concisely with clients.Maintaining strong accounting knowledge.Please note that subsequent to the screening and shortlisting process, all further communication will be entered into only with the shortlisted candidates. If you do not receive any feedback from us within 2 weeks of applying, please consider your application unsuccessful.
https://www.jobplacements.com/Jobs/F/Finance-Client-Advisor-1265988-Job-Search-02-25-2026-04-26-13-AM.asp?sid=gumtree
8d
Job Placements
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KEY REQUIREMENTS FOR CONSIDERATION: You will have Matric, coupled with 3-5 years experience in managing high volumes of accounts payable (creditors) accounts, in a fast paced technical environment.You will have experience in dealing with high volume suppliers, as well as managing BEE credentials for suppliers, resolving queries, maintaining contracts with service providers/suppliers, allocating payments and reconciling purchases versus invoicing.You will be able to generate reports, meet deadlines and support the Financial Manager with ad hoc and month/year end functions.Advanced Excel and either SAP or Syspro software proficiency is essentialYou must have a valid drivers licence, own car and a clear criminal and credit record Due to the exceptionally high volume of applications, we are unable to correspond with each applicant personally, therefore only relevant and suitable candidates will be contacted. Should you not receive any correspondence from our company within 30 days, we regret your application has been unsuccessful.
https://www.jobplacements.com/Jobs/C/Creditors-Clerk-TEMP-1267250-Job-Search-03-02-2026-04-06-41-AM.asp?sid=gumtree
3d
Job Placements
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Description of job responsibility/dutyWealth ManagementDevelop and maintain strong relationships with high-net-worth clients.Understand clients financial goals, risk tolerance, and preferences to provide personalized financial advice.Conduct comprehensive financial analyses to assess clients current financial situations and future objectives.Create customized financial plans that align with clients goals and objectives.Design and execute investment strategies tailored to individual client needs, considering market trends, economic indicators,and risk factors.Monitor financial markets, economic trends, and investment opportunities to make informed recommendations.Manage clients investment portfolios, ensuring proper diversification and alignment with their financial goals.Regularly review and rebalance portfolios based on market conditions and clients changing needs.Assess and mitigate potential risks associated with clients investment portfolios.Stay abreast of market trends, economic developments, and investment opportunities to provide informed advice.Conduct thorough research on financial products, strategies, and industry best practices.Stay updated on regulatory changes and industry best practices related to the industry.Provide regular performance reports to clients, summarizing the performance of their investment portfolios and highlightingkey insights.Collaborate with internal teams, including tax professionals, legal advisors, and other specialists to offer holistic financialsolutions to clients.Actively engage in networking activities to expand the client base and stay connected with industry professionals. Education & QualificationsRelevant BCom DegreeCFP/CFA preferred or working towards the designationFAIS Compliant Relevant ExperienceProven experience as a Wealth and Investment Manager with a focus on high-net-worth clients.In-depth knowledge of financial markets, investment products, and wealth management strategies.Strong analytical and quantitative skills.Excellent communication and interpersonal skills.Compliance-oriented mindset and adherence to regulatory guidelines.
https://www.jobplacements.com/Jobs/J/Junior-Wealth-Manager--Cape-Town-Stellenbosch-Umh-1196004-Job-Search-6-20-2025-3-12-56-AM.asp?sid=gumtree
8mo
Job Placements
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