Independent Financial Advisor

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

Requirements: Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar role Knowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills) Fully bilingual (Afrikaans & English) Drivers license and own reliable...

Well established national company based in Somerset West has a vacancy for a Financial Administrator with at least two years strong financial administration experience to join their team finance administrator|financial administrator|financial assistant **Requirements**: - Grade 12 with accounting will be an advantageous - Tertiary qualification in finance...

CAREER -IT Sales Complete Office Solutions, is the largest independent retail Outlet in the Western Cape and we are currently recruiting positions for: - Senior IT Sales Advisor (internal & external) R25000 -R35000 gross/ month - Junior IT Sales Assistant (internal) R 15 000 - R 25 000 gross per month - Executive Sales (internal and external) Management...

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 2 - 3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in...

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...

Western Cape, Somerset West - Monthly (Yes, Market related, Negotiable) Calling all BCom Accounting graduates! A well established company is looking for a BCom Accounting graduate who has completed and passed their BCom Accounting/ Financial Accounting degree. Your willingness to learn quickly and grow with the company is sought after. You are a...

**Reference**: 7662 AV **Consultant**:Anneke Viviers - _The primary focus is delivering an exceptional Forex Market Trading platform and top-tier Training Academy to equip clients for success._ - Proactively identifying and pursuing new business opportunities through diverse channels such as cold-calling, networking, referrals, and social media -...

WHAT WE ARE LOOKING FOR - Assist & support with the compilation, editing and approval Sales process & Tender documentation. - Assist & support with compiling, checking and editing tender documents. - Assist & support in maintaining the sales structures including appointment of agents, advisor and distributors. - Assist & support with the preparation of...

An established Auctioneer company based in Somerset West is looking to employ an Debtors Clerk on a permanent basis. **Responsibilities** - Bank reconciliation. - Debtors - Assisting with auctions - Filing - Petty Cash - General Admin Duties - Invoicing **Requirements**: - Microsoft Office - Degree, Diploma or certificate in Financial Accounting with at...

An established Auctioneer company based in Somerset West is looking to employ an Debtors Clerk on a permanent basis. **Responsibilities** - Bank reconciliation. - Debtors - Assisting with auctions - Filing - Petty Cash - General Admin Duties - Invoicing **Requirements**: - Microsoft Office - Degree, Diploma or certificate in Financial Accounting with at...

In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times. Key duties & responsibilities:Manage clients questions and queries ensuring they are addressed and responded to in an efficient and timely manner.Attend to...

**Designation**: Paraplanner | Somerset West, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 31 Oct 2023 **Reference Number**: POS37347 **Closing...

**Responsibilities**: - Manage customers’ direct orders (container configuration-optimal logistic, check Gross Margins per order, credit exposure) - Process direct orders, follow up & check logistic documents - Management of monthly collections - Compilation of monthly financial report - Coordination with HQ departments (regulatory, labelling, logistic,...

administration|financial services|insurance Key Duties and Responsibilities include but not limited to: - Supporting sales reports via Salesforce - Onboarding New Private Clients - Updating client information where required i.e. beneficiaries, contact details etc - Understanding the products, sales information, AML, supporting IFA’s - Obtaining...

**_What is the job:_**: This role needs an individual who preferably understands the FMCG industry, the financial and internal controls of auditing and someone who will be able to provide feedback and compile reports pertaining to forensic audit results. The role reports directly to the Internal Compliance Lead. **_What will be expected of you?_**: -...

**PURPOSE OF THE ROLE** Assist the Internal Compliance Lead and with forensic and risk-based audits. This role needs an individual who preferably understands the (QSR) FMCG industry, the financial and internal controls of auditing and someone who will be able to provide feedback and compile reports pertaining to forensic audit results. The role reports...

**PURPOSE OF THE JOB**: The Executive Manager: Quality Systems is responsible for developing the Quality strategy, policies, processes, standards and systems for the Company. Develop and sustain the Quality Management System in line with the required industry standards (including ISO14001 / ISO 9001 / ISO 45001), accreditation requirements and business...

Our client, a leader in the property management industry, is looking for a Junior Accountant to join their team in Somerset West as soon as possible.Company Overview: Our client is a proudly South African company specializing in developing software solutions (SaaS) for the property management industry. They have developed the most advanced Body Corporate &...