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To provide strategic leadership in the formulation, implementation, and management of enterprise finance products and loan services. To lead the development and execution of SMME business support strategy and plans.
To spearhead township, small town, and rural entrepreneurship development programme.
To direct the establishment of systems, platforms, and partnerships for SMME benefit focussed resource mobilisation. To position the company as a super channel and aggregator for loan funding to expand access to finance for Eastern Cape SMMEs.
To transform the company lending activities into a financially viable service with competitive returns and capital retention.
KEY DUTIES AND RESPONSIBILITIESThe Key Performance Areas will encompass: ? Lead and direct the development of the strategy and plans for the rural and enterprise finance business support unit? Design, develop and implement effective processes to ensure that the enterprise finance functions of the company are efficient, effective, and meet the requirements of target market.? Manage and oversee product design and continuous improvement for lending services? Develop and establish financial and non-financial programmes and/or intervention strategies to support growth of informal sector micro-enterprises.? Modernise and streamline lending process through automation to improve responsiveness and customer experience.? Strengthen due diligence, credit and risk assessment, and post funding support and monitoring to improve repayment trends and business success.? Plan and lead the formulation of innovative funding instruments to drive transformation and stimulate economic activity through quasi-equity, equity, loans, financial incentives, and other relevant funding instruments.? Conduct market research and assessments at determined intervals to ensure an appropriate match between the companys capabilities and offering on one hand, and the market on the other.? Identify, build, and maintain strategic relationships and partnerships focussed on the leveraging access to SMME finance and support.? Establish and implement a framework for township, small town and rural entrepreneurship development.? Build and manage a team of professionals to achieve the strategic objectives
MINIMUM REQUIREMENTS? Master’s degree in finance/MBA/MBL/CA(SA) or other relevant commerce post graduate qualification at master’s level ? A minimum of 10 years’ experience in development finance, enterprise development or banking industry experience involving loans portfolio management of which 5 years must be at senior management level. Experience in loan ICT systems will be advantageous
Please forward CV and ALL supporting documentation to, caree-lee@profilepersonnel.co.za. Should you not hear from Profile Personnel within 14 days please c...
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We are excited to announce that we are growing our team at our Gqeberha branch, and we are looking for a Branch Manager.
The branch Manager is responsible for providing analysis of a company and its existing practices, and makes recommendations necessary for improvements. It will involve marketing and other related duties.
Should you wish to apply and meet the requirements please email your CV along with all supporting documents to careers@profilepersonnel.co.za
Duties
Direct all operational aspects including distribution operations, customer service, human resources, administration and salesAssess local market conditions and identify current and prospective sales opportunitiesDevelop forecasts, financial objectives and business plansMeet goals and metricsManage budget and allocate funds appropriatelyBring out the best of branch’s personnel by providing training, coaching, development and motivationLocate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunitiesShare knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needsAddress customer and employee satisfaction issues promptlyAdhere to high ethical standards, and comply with all regulations/applicable lawsNetwork to improve the presence and reputation of the branch and companyStay abreast of competing markets and provide reports on market movement and penetration
Knowledge and Skills
Tertiary qualification in or related field is preferred3 – 5 years’ experience within a management roleSales and Marketing Experience is essentialProven branch management experience, as a Branch Manager or similar roleAbility to negotiate National deals and service level agreementsConsulting experience would be advantageousSufficient knowledge of modern management techniques and best practicesAbility to meet sales targets and production goalsFamiliarity with industry’s rules and regulationsExcellent organizational skillsResults driven and customer focusedLeadership and human resources management skillsPeople orientated person with the ability to management sales outputsSelf-motivated individual passionate about sales
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Key Responsibilities:
To actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches them from other financial institutions or to offer them a new home finance packages that is tailor made and accompanied by our Amazing service.
Alignment to business driver/Strategy
To ensure that roll up branch, regional and national targets are achieved and hence contribute to maximising company profits and shareholder value.
Source potential clients
Using proactive prospecting methods: Create a strong network of potential clients through ongoing partnering and relationship building;Using proven and measurable reactive methods:
(1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days
Identify needs
Identify the primary financial and emotional needs of the potential client by asking open ended questions and then actively listening to their responsesPre-qualify the potential client through understanding their background situation and linking it to the credit matrixIdentify the financial problems / challenges faced by the potential client and the impact it is having on themShould potential client not qualify, keep their details for possible future follow-up
Match relevant product package to relevant need
Using outstanding product knowledge, present the features and benefits of a product package to the potential client in such a way that it meets their need and solves their problemsExplain to the potential client the procedure taken to process their applicationApply the correct credit criteria when assessing the fileDrafting motivations and explanations of any abnormalities for better understanding
Explain the LOA (Final Grant) and close the deal
Explain all the important figures, conditions and terminology in the LOAClose the deal by first summarising the benefits of the relevant product package as it relates to the identified need, then asking for the business
Maintain customer contact and Follow-up
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We are looking for a half day HR Business partner for an established company within the financial services industry based in the Rosebank area.
This position will be on a 6 month contract with the possibility to go permanent after the 6 months.
Requirements:
Matric qualificationBachelor’s degree in Human Resources/Industrial PsychologyHR experience, minimum 8 years’. (Financial services industry advantageous)Skills Development experienceIn-Depth knowledge of various South African Labour legislation e.g.: BCEA. LRA, SD, FSC code and EEInteraction with Senior and Executive management
Skills
Prepare presentations, reports, policiesComputer Literacy MS Office (Excel and PowerPoint a must)Excellent communication skills – written and spokenAble to operate under pressureDeadline and performance orientatedMotivatedDriven individualTeam playerStrong work ethicLeadership skillsHigh EQAble to build and maintain relationships internally and externallyAble to deal with sensitive matters in a mature and professional mannerApproachable and open minded individualAble to always maintain confidentiality
Position overview:
The HR Business Partner Role (half-day contract role) requires someone who is able to support the COO and CFO in driving HR best practices and human capital development. The HRBP will report directly to the CFO/COO and will be responsible for supporting the directors in recruitment, developing employees and focusing on developing and implementing strategies to retain top talent within the firm.
Responsibilities:
Develop and implement an HR Strategy that is aligned to company’s values, promoting an organizational culture, employee productivity and wellness, collaboration, teamwork, excellence, superior service, transparency, diversity, accountability, innovation and inclusivenessAs part of the company’s commitment to talent retention, create development plans for all employees by engaging with employees on a regular basis and provide coaching to employees where applicable.Developing and updating job profiles for all positions Ensure all employee related matters are dealt with in a sensitive and respectful manner.Assist Directors with recruitment activities, coordinating interviews with Directors, conduct exit interviews, assess and evaluate candidates for select positions, drafting offer letters and maintain related mattersConduct and coordinate new employee onboarding to ensure employees understand company policies, procedures, employee benefits and the probationary reviewCoordinate all internal and exter...
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Overview
The General Manager is responsible for managing the daily operations of our fine dining restaurant .In addition, they oversee the inventory and ordering of food and supplies, optimize profits and ensure that guests are satisfied with their dining experience. The General Manager reports to the Operations Manager .
ESSENTIAL FUNCTIONS ( Primary responsibilities include ) :
General : Oversee and manage all areas of the restaurant and make final decisions on matters of importance.Financial : Adhere to company standards and service levels to increase sales and minimize costs, including food, beverage, supply, utility and labor costs. ™ Responsible for ensuring that all financial (invoices, reporting) and personnel/payroll related administrative duties are completed accurately, on time and in accordance with company policies and procedures.Food safety and planning :™ Enforce hygiene practices for food handling, general cleanliness, and maintenance of kitchen and dining areas.Ensure compliance with operational standards, company policies.Responsible for ensuring consistent high quality of food preparation and service.Maintain professional restaurant image, including restaurant cleanliness, proper uniforms, and appearance standards.Work with head office / suppliers for efficient provisioning and purchasing of supplies.Supervise portion control and quantities of preparation to minimize waste.Estimate food needs, place orders with suppliers and executive chef , and schedule the delivery of fresh food and supplies.Guest service : Ensure positive guest service in all areas. Respond to complaints, taking any and all appropriate actions to turn dissatisfied guests into return guests.Operational responsibilities : Ensure that proper security procedures are in place to protect employees, guests and company assets.Ensure a safe working and guest environment to reduce the risk of injury and accidents. Completes accident reports promptly in the event that a guest or employee is injured.Manage shifts which include: daily decision making, scheduling, planning while upholding standards, product quality and cleanliness.Investigate and resolve complaints concerning food quality and service.Personnel :Provide direction to employees regarding operational and procedural issues.Develop employees :by providing ongoing feedback, establishing performance expectations and by conducting performance reviews.Prepare schedules and ensure that the restaurant is staffed for all shifts.
QUALIFICATIONS :
Degree in hotel/restaurant management is desirable.A combination of practical experience and education will be considered as an alternative.Knowledge of computers (MS Word, Excel).https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjQ2OTIxNTQ0P3NvdXJjZT1ndW10cmVl&jid=1298979&xid=1646921544
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Overview
My Client a well known 5 Star Safari Lodge in the Eastern Cape is urgently recruiting for a Deputy General Manager to join their well established team of professionals.
Remuneration Structure
Very Competitive Salary - negotiable based on experience Single status only - Live in position with meals and uniform supplied7 days off per month
Requirements
Tertiary Qualification in Hospitality Management / Hotel Management or similar A minimum of 4 year’s work experience – ideally 2 years as a trainee and in a well-recognized five star hotel or world class lodge, as an assistant managerExceptional Food and Beverage knowledgeFinancial management abilityA hardworking, co-operative mannerHigh standards of service excellence and a passion for the industryAttention to detailExceptional English and a second language would be preferableGood computer literacyExcellent management ability and communication skillsA clear understanding of basic labour law and disciplinary proceduresA developmental approach to staffAssertiveness, patience and good organizational skillsUnderstanding of housekeeping and maintenance proceduresAn awareness of developments within the food and lodge industries, as well as international trends in hospitalityComputer literate. Easipos, Procure, Protel knowledge advantageous.Drivers License - with PDP preferableHealth and Safety Rep would be an advantage
Responsibilities and Key Outputs
Able to add value to the team by ensuring that company policy and procedure is carried out and by bringing a very solid service ethic to the EstablishmentHave a clear understanding of the workings of a lodge, strong communication skills and work well within and between the various departmentsExcellent Guest liaison skills a must in dealing with our guests demandsManagement and training of the lodge staff in line with the Company Standard of ExcellenceEnsure ultimate guest relations in the lodge and that the “at home” personal attention levels are maintainedMaintain the highest standards of housekeeping and maintenance and ensure that style and design is not erodedEffective financial management through the administration of orders and effective stock controlEffective communication and maintenance of lodge relationsManagement of the night porters (SL)
Please note that only candidates that have been shortlisted for interview will be contacted
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Overview:
The purpose of this position is to tend to the administration of the financial planning services provided by the company. The company is well-established, and focuses on providing advice that will assist clients in reaching their financial goals. Their aim is to be a firm that focuses on making a difference in its clients lives.
Minimum requirements:
Senior Certificate - High School Matric (Grade 12)Valid SA Driver’s LicenseOwn Reliable Vehicle (essential)Experience within Financial Services Industry (highly advantageous)RE5 certificate (highly advantageous)
Responsibilities / Duties:
Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,Responsible for drafting and submitting investment and life assurance application forms,Assist clients with the signing of forms,Become knowledgeable about the financial assets and products that our clients utilise,Responsible for drafting of documents that capture the financial plans and proposals,Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,Must show good initiative and be willing to do necessary research for better understanding where necessary,Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills,Must timeously tend to all client queriesMust be proficient in Microsoft Word and Office and other related software.Answer phone calls when receptionist unavailable.Be courteous with all clients and try to develop a good relationship with clients.Photocopying, printing & binding of documents, when required,Filing & scanning, when required,Send quarterly reports, when required,Send clients’ tax certificates, when required.Doing errands minimum of once a week (groceries, document delivery etc.)
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Overview:
An opportunity exists for a Services Manager, based in East London, within the Healthcare/Medical services sector. The successful candidate will be responsible for efficiently coordinating and managing the internal support services and external service providers within the environment to achieve company objectives of quality, growth and people. Services managed may include: Catering, Cleaning, Security, Garden, Hygiene, Pest Control, Medical and General Waste, Laundry and Coffee Shops.
Minimum requirements:
Relevant NQF7 tertiary qualification in Facilities Management, Business Management/Administration, Hospitality Management, Logistics Management, Supply Chain/Contracts Management, Project Management or related3+ years relevant experience managing outsourced/insourced Soft Services, Integrated Facilities Management and Bundled Soft Services3+ years’ experience managing large teamsKnowledge / exposure in Industrial Relations
Overview of responsibilities:
Effective management of external service providersEffective quality systems managementEffective financial managementEffective people management
Detailed responsibilities
Effective management of external service providers through:
Identifying, together with Group Procurement, applicable services and service providersReviewing SLA and in consultation with Group Procurement, document specific hospital requirements and ensure signature by relevant partiesDriving and monitoring conformance to SLA, identify gaps and implement corrective actionMaintaining productive relationships with service providers through regular meetingsEffective relationship building with internal and external stakeholdersParticipating actively, where necessary, on internal and external review meetings
Effective quality systems management through:
Ensuring customer satisfaction survey is conducted on a regular basis and ensure requirements/complaints are identified, investigated, acted upon and managed appropriatelyEnsuring external stakeholders conform to agreed quality standards and drive conformance to relevant health and safety legislation as it relates to area of responsibilityIdentifying alert and incident trends and drive corrective actionsEnsuring compliance to ISO 9001:2008 and ISO 1400:2004Preparing for and participat...
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Overview / Purpose of the position:
To oversee, direct and provide strategic leadership, advisory and support service with regards to corporate services to the core functional areas of the organisation business, management, and the Board.Provide leadership on all support services including HR, Communication, Research & knowledge management and Strategic Services. To take an administrative role in ensuring policies are effective, consistent and in line with the intentions of the organisation and relevant legislation.To provide critical support and coordination role for the organisation, committed to high standards and quality responsible for ensuring the integrity and efficiency of the organisation-wide information, administration and governance systems and procedures, and the effective co-ordination of administrative support throughout the organisation.
Minimum Requirements:
Qualification:
Masters in HR Management / Business Management / Administration or relevant equivalentExecutive Development Programme
Experience:
8 – 10 years related experience, in which 5 years must be at Senior Management levelProven experience as a Programme Head/ Business Head.Experience in developing organisational strategy and annual performance plans.Experience in Corporate Governance and the implementation thereof.Experience of service delivery excellence (channel management)
Summary of Executive Management Responsibilities:
Strategic Leadership and Management:
Planning, cascading and assisting with the alignment of team/unit strategy to overall the organisation objectives through understanding the priorities and goals of the line functions within his/her unit and working with relevant managers to cascade strategy to the operational level. This is achieved by contributing ideas, fresh perspectives and innovative approaches to contribute meaningful viable solutions to problems, overcoming constraints and generating new solutions to problems, at and from a departmental level. Strategic planning and directing of the various line functions under him/her with the help of general managers or managers
Financial Management:
Planning and allocation of the departmental budget through responsible financial analysis of needs and ensuring on-going departmental budget management in line with legislat...
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Contract Term:
6 Months
Job Purpose:
To provide financial accounting services to the finance department
Key Performance Areas:
Prepare daily cash flow updates and reconciliationsUpdate cashbook daily Prepare weekly bank reconciliationsLoad payments (including payroll) onto the electronic banking systemInitiate and prepare all documentation around foreign currency requirementsManage and arrange all foreign currency requirements for overseas travelPrepare all foreign payments and submit them to the bankManager all cellphone and telephone recoveriesManage the debtors module and all related transactionsComply with all accounting policies and proceduresResolve relevant accounting discrepancies within the finance department as well as other departmentsEnsure adherence to all other applicable financial legislations and regulations (i.e. PMFA, Treasury Regulations, GRAP)Liaise with SCM on all relevant finance related queriesProposes improvements to workflow, and the application of processes or standard operating procedures and systemsContinually endeavor to improve identified gaps within the area of workPerform Adhoc duties as and when needed
Education, Skills and Experience
A recognized tertiary qualification in Financial Management or Accounting (preferably Accounting)
articles will be advantageous
3 years of working experience in an accounting role in a public, governmental department or agency
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One of our holiday destinations is looking to recruit an experienced F&B Manager / Function Co-ordinator. Located a stone throw away from Emalahleni. The successful incumbent will be responsible for all functions by delivering an excellent guest experience. For instance, revenue, food costs, budget, inventories, hygiene, and stock, forecasting, planning and F&B orders. The successful incumbent would maximize sales and revenue, improve and maintain sales and profitability. supervise Restaurants, Bars, and conference location effectively.
A live in position
This position needs to be filled imm
Duties and responsibilities
Purchasing F&B stockStock controlGoods receivingstock takesPlanning of F&B budgetscosting of menus for restaurantsfinancial reportsManage all F&B and day-to-day operations within budgeted guidelines and to the highest standardsDesign exceptional menus, purchase goods and continuously make necessary improvementsIdentify customers’ needs and respond proactively to all of their concernsLead F&B team by attracting, recruiting, training and appraising talented personnelEstablish targets, KPI’s, schedules, policies and proceduresProvide a two way communication and nurture a sound environment with emphasis on motivation and teamworkComply with all health and safety regulationsReport on management regarding sales results and productivityResponsible for the standards of service delivered to the guests in the bars, dining rooms, buffets and all other food & beverage outlets by F&B employees. He has to ensure the quality of services in accordance with the company standard.Approves all F&B requisitions so as to ensure that they are prepared properly and placed in a timely mannerMaintains the highest level of sanitation throughout all food and beverage areas.Participates in the daily preparation of mealtimes scheduled of all F&B areasResponsible for the final delivery of all F&B productsimplementation of F&B policies and proceduresMaintain proper consumption levelsReviews and preparing performance evaluations of all F&B StaffMaintaining effective cost control in all areas of the F&B department.
Qualifications
Culinary school diploma or degree in Food service management, related field
Must
be hold a related tertiary qualificationhave 3-5 yrs exp in similar position
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A leading design / creative / advertising agency seeks to employ an energetic and creative Client Relationship Consultant / Account Manager to join their dynamic and progressive team.
An awesome career opportunity awaits.
ACCOUNT MANAGER PROFILE:
Create strong relationships with clients, influencing and facilitating the delivery of work that meets their needs.Receive and develop client briefs and facilitate the understanding of briefs by the Creative NinjasManage projects from start to finish by applying good organisation, planning and follow-upsManage all administrative tasks associated with projects.Source and create quotesMeet financial targetsPresent creative work to clientsFollow up with suppliers to ensure high level of service deliveryUndertake any other duties which may reasonably be required from time to timeMeet deadlines related to all areas of workDemonstrate creativity in dealing with the client and in interaction with the Creative NinjasUndertake administrative activities to ensure on-time and accurate billingHold regular meetings with client and issue contact reports post all client interactionsKeep up-to-date with relevant trends, market and industry, and client relevant (sector and competitor) developments and researchEnsure that each client has a brand plan and a year plan linked for financial objectives
QUALIFICATION AND EXPERIENCE:
Marketing qualification would be an advantageExperience in advertising /agency would be recommended
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
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Main Purpose of the Role:
Ensures all goods received meet the necessary requirements per purchase order and compliance Ensure received goods are stacked to facilitate picking Ensures that compliance standards are maintained
Qualifications:
Matric (Grade 12)
• Administrative Duties
• Financial Accounting background
• Fully bilingual ( English & Afrikaans)
• Computer literate (Syspro 6, MS Office/ Q Docs)
Key Competencies / Skills Key Competencies:
• Time management • Planning & coordinating • Service oriented • Basic Analytical Ability • Financial implication and awareness • Deductive reasoning Skills & Knowledge •
Main Responsibilities:
• Receive trucks and unload merchandise after calling up PO to ensure the stock is for your warehouse• Perform shipping and receiving duties. • Communicate effectively & efficiently with central procurement• Loading AP claims within the SOP time frame• Dealing with 3rd party transporters• Dealing with GRTS• Ensuring lot traceable stock is captured accurately with expiry dates• Receives and unloads incoming materials and compares information on invoice / delivery note with purchase order to verify accuracy of shipment; processes return shipments from customers and confirm sell-by date & batch codes to be adequate.• Process receipt of shipment on Syspro – GRV with accuracy • Maintains department database, prepare routine reports, and file shipping/receiving records.• Supervising packing of merchandise on racks.• Checking merchandise and affix labels for Ritescan before stock is binned• Stock controlling • Coordinate intercompany shipments• Match purchase orders to sales orders and distribute to associates for processing.• Identify damage, loss, or surplus of goods and materials stored in the warehouse.• Maintaining FIFO systems (stock rotations)• Identifying slow moving stock• Assist with stock controlling • Supervise receiving staff, delegate duties as necessary.• Processes stock adjustment request and follows through with appropriate disposal policy• Assist with stock takes• Ensure that housekeeping is always up to par in terms of FS & OHS, including checklist that needs to be maintained• Adhoc duties as required by operations or the business unit.
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Group Compliance Manager – R1,2 million - Rosebank
This financial company is seeking a Group Compliance manager.
The ideal candidate will have:
LLB, BCom Honours or relevant Risk Management related Degree or equivalent. Affiliation to a Compliance Body is advantageous.7 Years + working in a Compliance environment and/or managing/leading a Compliance team preferably in the Financial Services sector (Banking, Fintech). Insurance compliance experience is advantageous.7 years plus experienceThe group compliance manager will be responsible for Providing a strategic direction to the organisation on compliance related matters;Proactively advise and guide the business on existing and emerging regulatory compliance requirements for the entire organisation;Develop, roll-out and monitor the implementation of the Risk Management and Compliance (RMCP) program;
If you are interested in this role send me your Cv to marinda@prrrecruitment.co.za to discuss the role more in detail.
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Purpose of the Role : Management of Temporary Associates in line with Client Service Level Agreements and Legislative compliance obligations.
Requirements:Grade 12Tertiary Education (an advantage)Previous experience within the Recruitment Industry is essentialOwn vehicle is essentialKey Performance IndicatorsEffective Associate Recruitment and Management
Build and Maintain Client RelationshipsAssociate Attendance Management and ReportingManagement of Cost to Serve Client (Maintain Margins)Maintain Organizational Compliance
Daily Activities:Client Service:
Clients serviced according to Service Level Agreements. Associate Service:
Effective recruitment to competently meet Client requirements.Manage Legal and Financial Risk through Statutory and Legislative Compliance adherence.
Recruitment:Maintain updated Associate Database specifying details of suitably competent Associates.
Induction: Ensure that Associates fully understand, and comply with, specific Client Rules and Regulations.Associate Care: Ensure workplace Health & Safety compliance and follow IOD procedures when required.Record Keeping: Maintain Invoice & Associate Files to include all Mandatory Information.Associate Attendance Monitoring: Daily Attendance/Absenteeism Timesheet recording and Status.Internal Procedural Compliance: Participate in inter-departmental procedures with strict adherence to deadlines thereby ensuring accurate and timeous Associate earnings payments and Client Invoicing.Support Organizational Development through communicating possible new and existing Client growth requirements to National Operations Manager.Teamwork: Build and support relationships with Clients and Associates; and between your Branch and Payroll/Finance colleagues thereby contributing towards quality service delivery.
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Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.
Requirements:
Relevant Insurance qualification preferable.FAIS Regulatory Exam (RE5).At least 5-7 years relevant experience.Computer literate.Very well-presented and professional.Very well-spoken/excellent communication skills.Exceptional writing skills/ability to communicate professionally via email.Strong organizational skills and attention to detail.
Responsibilities:
Attending client meetings with Financial Planners as required.Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives.The technical aspects of preparing for Client meetings, including:
Researching products to support recommendations.Compiling financial planning recommendations and suitability reports.Recording of client data.
Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports.
Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning).Reviews – preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents.
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Managing the research and analysis of financial products to meet Client requirements.Managing the presentation of technical data to the Financial Planner(s).Managing the preparation of Client Financial Plans and Suitability Reports.FSCA related and other regulatory issues.Any changes to the FSCA rules.Promoting the profile of the business within the profession and wider communities.Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required.Continuous professional development to meet regulatory requirements and personal development needs.Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.Assisting the Financial Planner(s) with Client presentations and any other activities as agreed.Overseeing the provision of administration functions to meet regulatory compliance requirements.Individual workflow and task delivery within deadlines provided.
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Our client in the Wholesale sector based in Coega, Port Elizabeth is looking to add an Accountant to their team.
An awesome career opportunity awaits.
Requirements:
Bachelors degree in accounting or similar (essential).International Accounting Standards Board (IASB) accreditation (beneficial).Certified public accountant (CPA / SAIPA / CIMA) license (beneficial).2 years of Cost Accounting work experience (essential).Sound understanding of accounting principles.Solid cost systems background.Analytical thinker with strong conceptual and problem-solving skills.Meticulous attention to detail with superb organizational skills.Ability to work under pressure and meet tight deadlines.Ability to work independently and as part of a team.Excellent report-writing, communication, and IT skills.Accounting packages – Pastel, Evolution, SAP experience (beneficial).Advanced Microsoft Office.Online banking experience.
Responsibilities:
General Accounting:
Oversee and manage administrative personnel.Manage all accounting transactions.Prepare budget forecasts.Publish financial statements in time.Handle monthly, quarterly and annual closings.Reconcile accounts payable and receivable (local and foreign).Ensure timely bank payments for foreign suppliers.Compute taxes and prepare tax returns (VAT, provisional tax, income tax).Manage balance sheets and profit/loss statements.Report on the company’s financial health and liquidity.Audit financial transactions and documents.Reinforce financial data confidentiality.Comply with financial policies and regulations.
Cost Accounting:
Develop and maintain the cost accounting system, documents, and records of the organization.Analyze and recommend costs and cost savings.Prepare and complete internal cost audits.Comply with Generally Accepted Accounting Principles (GAAP) for financial statements.Analyze the data collected and log a detailed record of the results.Analyze any changes in goods or services provided to determine what effect it has on the cost.Analyze manufacturing costs and prepare regular reports comparing standard costs to actual production costs.Make estimates of new and proposed product costs.Provide management with reports that specify and compare factors that affect prices and profitability of products or services.Assist in audits and general ledger preparation.Conduct physical inventories and monitor the cycle count program.
Please note should you n...
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Our client in the financial industry based in Port Elizabeth is looking to add an experienced Sales Representative to their team.
An awesome career opportunity awaits.
Requirements:
Minimum Grade 12 qualification.At least 3 years of work experience in direct marketing (marketing within the financial services sector will be an added advantage).Tertiary qualification in Marketing.Minimum 2 years of direct sales experience.Sales within the financial services sector will be an added advantage (attach proof of sales results for the past 2 years and must be verifiable).
Responsibilities:
Source new clients by means of one-to-one marketing.Create brand awareness.Meet monthly targets.Host promotional events.Support the marketing manager in delivering agreed activities.Complete all relevant administrative tasks.Weekly feedback to management.
The position requires the following:
Must be able to work in Port Elizabeth and must be familiar with the Port Elizabeth community.Existing network of contacts will be advantageous.Excellent interpersonal and communication skills.Good administrative skills.Must be fluent in Afrikaans and English.Meticulous attention to detail and commitment to a high standard of work.Ability to work independently in a high-pressure environment.Ability to plan effectively with operational thoroughness.Maintaining and communicating weekly planner and daily activities completed and outcome and/or actions to follow up on.Computer literate.Valid driver’s license and reliable own vehicle.Own cellphone.Must be available after office hours, weekends and public holidays for promotional work when required.Must be able to travel.
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjMzNzU3MjM2P3NvdXJjZT1ndW10cmVl&jid=1486912&xid=1233757236
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TOP JOB ALERT
Our client a leader in the Financial Services Industry is looking to employ an experienced Regional Head for their Port Elizbeth operation.
To secure you would need to tick the follwoing boxes :
Excellent understanding of the stockbroking, investment, and wealth management industry.Eight years’ experience in the industry.Tertiary qualification with CFA/CA/LLB
Note : this will be a Equity Appointment.
An awesome career opportunity awaits!
Requirements:
Proven leadership skills.Excellent understanding of the stockbroking, investment, and wealth management industry.Eight years’ experience in the industry.Tertiary qualification with CFA/CA/LLB an advantage.Regulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPs.Proven knowledge and understanding of financial markets.Knowledge of the trading environment.Computer literacy.Established networks in the Garden Route.
Responsibilities:
Manco Role
Contribute to the formulation of company strategy.Take ownership of company values and objectives at regional office level.Implement business strategic initiatives within the offices in your region (George and Knysna).Contribute to the success and profitability of the company.Represent the company as and when required.
Management Role
Take full responsibility for profit, budget, and inflow targets.Drive the company culture and goals.Manage the investment process within the regional office.Ensure compliance with respect to the model investment portfolios.Ensure employees who trade adhere to the rules of the company and the JSE.Assume responsibility for the regional office profit and loss including revenue and expense management.Manage the day-to-day running and administration of the regional offices.Determine and manage relationships with the Branch Service Managers and jointly with the COO.Perform the review and approval function in a number of administrative and internal control processes.Assume responsibility for the regional office distribution strategy.Source new clients for regional offices.Agree and manage working relationships.Assist portfolio managers with servicing their existing clients.Manage and integrate portfolio management, wealth management and fiduciary and tax services within the regional offices.Manage and recruit employees.
Please note should you...
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Our client in the Automotive Sector, based in Port Elizabeth, is currently looking to employ a Development Engineer.
An awesome career opportunity awaits.
Requirements:
Matric.National Diploma in Mechanical Engineering (NQF 6)Bachelor’s Degree in Engineering (NQF 7)Up to 5 years’ experience in Engineering within the Manufacturing. environment, of which 3 years should be at Supervisory level.
Responsibilities:
Engineering support services:
Defines, plans, develops, and validates products, systems, and components in accordance with Factory requirements.Defines product functional analysis to translate customer specification and internal requirements into clear product performance criteria.Designs and develops mechanical equipment by benchmarking and considering industry standards and technological advancements.Analyses customer product specifications and ensures compliance with applicable regulations.Continuous improvement and projects.Initiates continuous improvement initiatives and cost saving opportunities whilst keeping abreast of new developments / technology within the specialist field.Conducts research work and pre-feasibility studies toward improving process flow.Drives and oversees project design from start to implementation phase.Evaluates and completes projects with minimum risk, within allocated timeframes and according to specified budgetary requirements.
Compliance:
Operates within controls and procedures to ensure the integrity of company.Identifies and monitors risks within own department and area of responsibility.Assists in the maintenance of a risk register, report discrepancies or areas of concern to management.Ensures compliance with all relevant regulations (OHS act) and policy frameworks to prevent fruitless, wasteful, and irregular expenditure.
Cost and financial control:
Contributes to the budget preparation process.Promotes and communicates the effective, efficient, economical, and transparent use of financial and other resources.Monitors and controls expenditure against budget and ensures spending occurs within budgetary limits and financial guidelines, report deviations to direct Manager.Explores opportunities to control and reduce costs.
Customer service management:
Maintains effective working relationships with customers (both internal and external) towards rendering highest quality of servicesRepresents company in meetings with relevant stakeholders.Identifies and solves problems creatively whilst demonstrating a high level of i...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS84NjIzMjI3NT9zb3VyY2U9Z3VtdHJlZQ==&jid=1399024&xid=86232275
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