Financial Planning Specialist
3 weeks ago
Your role as a Wealth Portfolio Manager at HR Genie will involve the following key responsibilities:
Client Portfolio Management:
- Conduct thorough reviews of client portfolios to identify areas for improvement and optimize investment performance.
- Develop and implement tailored investment strategies in consultation with clients and wealth planners.
Servicing of Existing Clients:
- Provide exceptional client service, responding to queries and concerns in a timely and professional manner.
- Process client instructions, including switch requests, withdrawals, and account management.
- Collaborate with clients to address their financial planning needs, including tax matters and estate planning.
Generating New Business:
- Identify and pursue new business opportunities, leveraging your expertise to promote our services and products.
Leadership & Support:
- Support wealth planners in mentoring and supervising wealth assistants, ensuring compliance with legal requirements.
- Contribute to the performance appraisal evaluation of wealth assistants.
- Maintain quality control over work outputs to ensure high standards of client service and portfolio management.
General Administration:
- Record and maintain accurate client records, including interactions and database updates.
- Ensure compliance with relevant legislation, including FICA and FAIS regulations.
This role requires a strong educational background, with a BCom in Financial Planning and relevant industry experience. Proficiency in English and Afrikaans is essential for effective communication with clients. If you are a motivated and detail-oriented professional looking for a challenging role, please consider this position.
-
Financial Operations Specialist
12 minutes ago
Bellville, Western Cape, South Africa Route Management Ltd Full timeJob Title: Financial Operations SpecialistAt Route Management Ltd, we are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team.About the Role:We are looking for an experienced accountant to take on a challenging role in our finance department. The successful candidate will be responsible for managing the full...
-
Financial Services Specialist
4 weeks ago
Bellville, Western Cape, South Africa HR Genie Full timeJob SummaryThe Financial Services Specialist will be responsible for servicing existing clients, including the review and management of their portfolios in accordance with company policy. This role will also involve supporting Wealth Planners in generating new business and preparing proposals for new and existing clients.Key ResponsibilitiesClient Portfolio...
-
Financial Specialist
2 weeks ago
Bellville, Western Cape, South Africa Residentia Trust LTD Full timeWe are seeking a highly skilled Financial Specialist to join our dynamic team at Residentia Trust LTD. As a key member of our finance department, you will be responsible for managing a portfolio of clients and providing exceptional financial services.Key Responsibilities:Importing bank statementsReceipting of debtorsPayment of creditorsBank...
-
Senior Financial Transaction Specialist
19 hours ago
Bellville, Western Cape, South Africa Vine Recruitment Full timeWe are seeking a highly skilled and experienced Senior Financial Transaction Specialist to join our team at Vine Recruitment.Job DescriptionAs a Senior Financial Transaction Specialist, you will be responsible for processing creditors transactions with a high level of accuracy and attention to detail.The ideal candidate will have a strong background in...
-
Financial Operations Specialist
1 week ago
Bellville, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeJob Description:As a Financial Operations Specialist at Exceed Human Resource Consultants Ltd, you will play a vital role in ensuring the financial health and stability of our organization. This position requires an individual with strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities: Assist the...
-
Financial Operations Specialist
3 weeks ago
Bellville, Western Cape, South Africa Arvo Full timeJob Title: Financial Operations SpecialistArvo is a trusted investment partner with investment capabilities spanning global, private, and listed asset classes. We continually strive for investment excellence and to deliver high-quality returns to our investors, a mission we have upheld since our inception.We believe that our business is a tool enabling us to...
-
Financial Operations Specialist
3 days ago
Bellville, Western Cape, South Africa Merand Corbett & Associates Full timeAbout Merand Corbett & AssociatesWe are a reputable company in the fruit export industry, seeking an experienced Financial Operations Specialist to join our team.Job SummaryThis role is responsible for managing various financial tasks, including accounts receivable and payable, cashbook reconciliation, and additional support functions. If you have strong...
-
Strategic Digital Growth Specialist
4 weeks ago
Bellville, Western Cape, South Africa Arvo Full timeCompany OverviewArvo, a leading financial services firm, is seeking a highly skilled Digital Marketing Specialist to contribute to the company's growth and enhance relationships with various stakeholders. This role involves managing SEO, paid advertising, social media, website updates, CRM, email marketing, and analytics.Job SummaryThis Digital Marketing...
-
Senior Financial Analyst
3 weeks ago
Bellville, Western Cape, South Africa Arvo Full timeSenior Accountant PositionWe are seeking a skilled Senior Accountant to join our team at Arvo in Century City, Cape Town. As a Senior Accountant, you will play a crucial role in maintaining accurate financial records, preparing financial reports, and ensuring compliance with financial regulations.Responsibilities:Conduct cashbook reconciliations and allocate...
-
Revenue Protection Specialist
4 weeks ago
Bellville, Western Cape, South Africa Helderberg Personnel cc Full timeJob Title: Revenue Protection SpecialistJob Summary:We are seeking a highly skilled Revenue Protection Specialist to join our team at Helderberg Personnel cc. The successful candidate will be responsible for identifying and preventing tampering with prepaid meters, calculating backdated amounts, and implementing revenue protection procedures.Key...
-
Education Operations Specialist
3 weeks ago
Bellville, Western Cape, South Africa West Coast Personnel Full time**Job Summary**We are seeking a seasoned Education Operations Specialist to lead our Bellville campus. This role is pivotal in managing both physical and digital education delivery, ensuring alignment with high standards and fostering an inspiring learning environment. Key responsibilities include operational efficiency, staff management, compliance, and...
-
Logistics Solutions Specialist
3 weeks ago
Bellville, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeLogistics Solutions SpecialistAt Exceed Human Resource Consultants Ltd, we are seeking a talented Logistics Solutions Specialist to join our team. In this role, you will be responsible for developing and implementing cutting-edge logistics solutions for our clients.Key Responsibilities:Plan and manage staff leave in accordance with operational and statutory...
-
Financial Reporting Analyst
3 weeks ago
Bellville, Western Cape, South Africa Arvo Pty Ltd Full timeSenior Accountant PositionArvo Pty Ltd is seeking a highly skilled Senior Accountant to join their team in Cape Town, South Africa.About the RoleWe are looking for a detail-oriented and analytical Senior Accountant to oversee our financial operations, ensuring accuracy and efficiency in all financial transactions and reports.Key ResponsibilitiesConduct...
-
Senior Financial Analyst
5 days ago
Bellville, Western Cape, South Africa Arvo Pty Ltd Full timeJob Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team at Arvo Pty Ltd.About the Company:Our client is a leading company in the investment industry, based in Century City. They specialize in offering complete solutions for the development and enhancement of government border posts.Job Description:The...
-
Financial Support Specialist
4 weeks ago
Bellville, Western Cape, South Africa Vine Recruitment Full timeKey Requirements:We are seeking a highly skilled and experienced Finance Assistant to join our team at Vine Recruitment. The ideal candidate will possess a matric certificate and relevant experience in accounting and administration.Key Responsibilities:- Assist with basic accounting tasks, including data entry and record-keeping.- Provide exceptional...
-
Thermal Energy Sales Specialist
6 days ago
Bellville, Western Cape, South Africa West Coast Personnel Full timeJob Title: Thermal Energy Sales SpecialistAbout Us: West Coast Personnel is a leading provider of exceptional talent to various industries, and we are currently seeking an experienced sales professional to join our team.Salary: The estimated annual salary for this role is $120,000 - $180,000, depending on experience and qualifications.Job Description:We are...
-
Logistics Solutions Specialist
6 days ago
Bellville, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeExceed Human Resource Consultants Ltd is seeking a skilled Logistics Solutions Specialist to join our team. This exciting role offers a competitive salary of $80,000 - $110,000 per annum, depending on experience.About the RoleWe are looking for a highly motivated and experienced professional to manage our logistics operations. The ideal candidate will have a...
-
Bellville, Western Cape, South Africa Arvo Pty Ltd Full timeJob Title: Senior AccountantCompany Overview: Our client specializes in offering complete solutions for government border posts, recognizing their critical role in trade, travel, and security. They ensure a smooth transition from initial concept to full operation.Main Responsibilities:Conduct cashbook reconciliations, including meticulous debtors payment...
-
Senior Technical Specialist: Java Developer
4 weeks ago
Bellville, Western Cape, South Africa Praesignis Full timeWe are seeking a highly skilled Senior Technical Specialist: Java Developer to join our team at Praesignis. This is a permanent role based in Cape Town.Job Role:As part of our development team, you will be responsible for producing high-quality software according to business requirements. You will assist with the deployment and monitoring of developed...
-
Digital Marketing Strategist
3 weeks ago
Bellville, Western Cape, South Africa Arvo Full timeJob Title: Digital Marketing SpecialistAbout the RoleArvo is seeking a skilled Digital Marketing Specialist to contribute to the company's growth and enhance relationships with various stakeholders. This role involves managing SEO, paid advertising, social media, website updates, CRM, email marketing, and analytics. The ideal candidate will combine strategic...