Financial Advisory Assistant

2 weeks ago


Stellenbosch, South Africa Recruiter Ruth | Performability Recruitment Full time

A boutique, private equity firm is in need of a highly experience Financial Advisor Assistant/ Financial PA.

**Required**
- Must have a Matric (minimum)

RESPONSBILITIES INCLUDE
- all administrative duties of the financial advisor
- all paperwork requirements
- implementing quotes
- contacting clients on the financial advisors behalf.

Full-time position from 8 to 4 IN OFFICE in Somerset West.

Salary under R20k per month.



  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Job OverviewWe are seeking a talented Senior Financial Analyst to join our team in Stellenbosch. As a key member of our assurance department, you will be responsible for providing high-quality financial analysis and advisory services to our clients.Responsibilities:Develop and implement effective financial analysis and reporting systems.Provide expert advice...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Leadership Opportunity:The successful candidate will be responsible for leading audit teams, managing client relationships, and contributing to business development initiatives. They should have a strong understanding of accounting principles, excellent leadership skills, and the ability to analyze complex financial data. This is an excellent opportunity for...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Company OverviewSagen Advisory Pty Ltd is a leading player in the fresh produce cold storage industry, part of an integrated group.We are seeking a highly skilled financial and management accountant to join our team in the Cape Winelands.


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Full time

    **Sagen Advisory Specialized Financial** **Recruitment Company** is recruiting an **Assistant Accountant/Senior Clerk** who is exceptional in Debtors and Creditors, for a Famous and Reputable Wine Estate and Restaurant in Stellenbosch. This Job Opportunity is great for a person who: - Has a Diploma or Degree in Accounting. - Has at least 2 years of...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Opportunity SummarySagen Advisory Pty Ltd is seeking a highly skilled financial management accountant to join their team in the Cape Winelands region. This exciting opportunity offers a challenging and rewarding role that requires a strong background in accounting and finance.The ideal candidate will possess a minimum of 3 years' experience in a similar...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Job OverviewSagen Advisory Pty Ltd seeks a skilled financial management accountant to join their team in the picturesque Cape Winelands region. As a key member of our finance department, you will be responsible for ensuring the accuracy and integrity of our financial records.The ideal candidate will possess a strong background in accounting and finance, with...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Full time

    **Company Description**: We are **Sagen Advisory**, a specialized recruitment company seeking a highly organized and detail-oriented **Executive Personal Assistant** to join our client's professional **Accounting and Tax specialised firm** in **Stellenbosch**. The company is dedicated to excellence in Accounting and Tax Returns. **Job Summary**: We are...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Job DescriptionSagen Advisory Pty Ltd is seeking a Chartered Accountant to join our assurance team in Stellenbosch. The successful candidate will be responsible for conducting audits and providing high-quality financial advice to our clients.Key Responsibilities:Conduct financial audits and provide recommendations for improvement.Prepare and present...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Job OpportunitySagen Advisory Pty Ltd is seeking a Certified Public Accountant (CPA) to join our assurance team in Stellenbosch. The successful candidate will be responsible for conducting audits and providing high-quality financial advice to our clients.Key Responsibilities:Conduct financial audits and provide recommendations for improvement.Prepare and...


  • Stellenbosch, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 7836 NB **Consultant**: Financial Planner The financial advisory role entails assisting clients in planning, organising, preparing and researching the appropriate financial investments that best serve their financial needs and long-term objectives. It will require the Employee to answer client’s questions, gather information provide quotes...


  • Stellenbosch, South Africa Stellenbosch University Full time

    Duties/Pligte - Providing a financial advisory service regarding budgeting and financial management of short courses; - Financial control over short courses; - Monitoring of compliance with financial policies and procedures; - Responding to and solving financial policy and procedure queries (walk-in, telephonic and electronic); - Presenting formal and...

  • Financial Controller

    2 weeks ago


    Stellenbosch, Western Cape, South Africa Sagen Advisory Full time

    A leading designer and manufacturer of measurement equipment require a talented and ambitious Financial Controller to join their team in Stellenbosch. They are looking for someone with a strong personality, willing to take on more responsibility in time and building the role out into one with more seniority and responsibilities as the company is in an...


  • Stellenbosch, South Africa Stellenbosch University Full time

    Duties/Pligte - Liaising regarding, and dealing with financial matters relating to faculties, institutes and support environments; - Providing financial advisory services to the above-mentioned environments; - Monitoring of compliance with financial policies and procedures; - Compiling management reports on a continuous basis; - Responding to and solving...


  • Stellenbosch, South Africa Exceed Hr Full time

    **Reference**: 7836 NB **Consultant**:Financial Planner - The financial advisory role entails assisting clients in planning, organising, preparing and researching the appropriate financial investments that best serve their financial needs and long-term objectives. - It will require the Employee to answer client’s questions, gather information provide...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Job DescriptionThe Financial Management Accountant will play a crucial role in ensuring the accuracy and integrity of our financial records.They will be responsible for maintaining up-to-date sub-ledgers, ledgers, and cashbooks, as well as ensuring fixed asset registers are properly set up and maintained.ResponsibilitiesMaintain accurate financial...

  • Financial Assistant

    7 days ago


    Stellenbosch, South Africa Mustard Seed Relationship Marketing Full time

    An agency specialising in the marketing of shopping centres has a vacancy for a Financial Assistant at our head office in Stellenbosch. The financial assistant has the following main responsibilities (but not limited to): Full financial functions up to Trial Balance Processing of Customer invoicing and reporting Processing of Supplier invoices and weekly...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Pty Ltd Full time

    Job DescriptionSagen Advisory Pty Ltd is seeking a highly skilled financial management accountant to join their team in the Cape Winelands region. This exciting opportunity offers a challenging and rewarding role that requires a strong background in accounting and finance.The ideal candidate will possess a minimum of 3 years' experience in a similar role,...


  • Stellenbosch, Western Cape, South Africa PPS Recruitment Full time

    Key Accountabilities:We are looking for a highly motivated and results-driven Sales Professional to lead our financial advisory efforts in the Western Cape. The successful candidate will be responsible for sourcing, retaining, and growing a portfolio of professional clients by providing exceptional financial solutions and services.Responsibilities:Conduct...


  • Stellenbosch, South Africa Woolworths Financial Services Full time

    **About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...

  • Financial Assistant

    2 weeks ago


    Stellenbosch, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 7782 DB **Consultant**: Dorei Barnes Bank reconciliations. Loan accounts reconciliations. Interest calculations. Cost allocation of expenses per divisions. General inquiries and assistance required from Accountant. **Qualifications**: Financial or relevant qualification. 2-3 years of experience. Logistics & Financial background. **How to...