Advisory / Financial Management Consultant

My client (Somerset West Office within Accounting Practice) is searching for an energetic, passionate, and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identifying sales opportunities, and managing key client relationships.They provide Wealth, Advisory, and Accounting solutions for businesses and...

DescriptionOur client, a business consulting agency in Somerset West, is looking for a dynamic person to join their team as a Financial Accountant with expert knowledge on all aspects of accounting and compliance for SME businesses.They will form part of a project management team and will be focused on empowering the wider team to operate at excellent...

INDEPENDENT FINANCIAL ADVISOR / COACHAre you a young financial planning professional looking to gain experience and receive mentorship from industry leaders? Our independent FSP is seeking ambitious individuals to join our team.As an independent financial coach and planning professional, you will work closely with experienced professionals who will provide...

My client, an accounting firm based in Somerset West is searching for an energetic, passionate and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identify sales opportunities and manage key client relationships.accounting firm|financial plannerResponsibilities: Provide financial planning and...

Job Title: Financial Manager (CA)Key Responsibilities: Provide Outsourced Financial Management and CFO services to SA and potentially UK clients. Lead and upskill the team in SA, and potentially UK, accounting standards.Requirements: CA(SA) or ICAEW qualification. Knowledge of UK accounting standards with the ability to review and sign off on annual...

About the job:Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite.To provide effective and timely administrative assistance for Financial Advisors....

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs.Mandatory Criteria: Grade 1 Minimum 3 years experience in the financial sales sector or a similar role Knowledge of insurance industries Clear criminal record and credit check FAIS compliant with 120 credits or...

Training and Support ConsultantOur client, a market leader in property management software has an opportunity for a Training Consultant to join their fast-growing team.They have developed the most advanced Body Corporate & HOA management software that enables property managers to manage their property portfolio with one solution that seamlessly integrates...

Training and Support ConsultantOur client, a market leader in property management software has an opportunity for a Training Consultant to join their fast-growing team.They have developed the most advanced Body Corporate & HOA management software that enables property managers to manage their property portfolio with one solution that seamlessly integrates...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.admin|assistant|insurance|investment|secretaryMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence with clients and...

Our client, a market leader in property management software has an opportunity for a Training Consultant to join their fast-growing team.They have developed the most advanced Body Corporate & HOA management software that enables property managers to manage their property portfolio with one solution that seamlessly integrates all the functions of property...

BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE1 / RE5 is beneficial.Skills and experience required:At least - 3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

Our client, a medium sized IT company based in Somerset West is seeking to employ a SAP Consultant with experience in SAP Analytics Cloud (SAC) or SAP BW to join their teamThe company specialises in Business Intelligence, SAP software, Enterprise Performance Management and related planning as well as reporting systems. The company provides onsite training...

A medium-sized audit and accounting firm based in Somerset West is offering an exciting opportunity for an Audit Senior to join their team.The position is primarily responsible for the overall management of audits performed, management and mentoring of trainee accountants and providing assistance to Directors.Duties and Responsibilities: Plan and manage...

Our client, a Fintech company developing financial software for the property sector is looking for an Implementation Consultant to join their vibrant and growing team in Somerset West. The company is fast paced with an exciting team culture positioned to invest in their employees to enable growth and progress within the business.Key Responsibilities:...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures.The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals.This is hybrid role, with a typical day focussing on...

We are looking for a Fintech Implementation ConsultantOur client, a Fintech company developing financial software for the property sector is looking for an Implementation Consultant to join their vibrant and growing team. The company is fast-paced with an exciting team culture positioned to invest in their employees to enable growth and progress within the...

A well-established financial services concern with offices in Somerset West is seeking to employ an International Business Consultant who will be responsible for increasing sales across the company's product range including the various joint venture and co-branded initiatives that the company operates.This will be done, primarily, by establishing...

Reference: 8138 NBConsultant: Nine Broodryk This role is responsible for the successful implementation of client workflows. This includes conducting detailed workflow analysis, Training and implementation. Additionally, this role aims to provide holistic customer champion services to clients, Focusing on channeling daytoday support queries; Strategic...

Western Cape, Somerset West R23 000 Monthly Cost To CompanyThe market leader in property management software has an opportunity for a Training Consultant to join their fast-growing team in Somerset WestMinimum requirements: Bachelor's Degree in Accounting or at least 3 years of bookkeeping experience Proficiency in Microsoft Word, Outlook, PowerPointExcel...