Financial Services Associate
1 week ago
The ideal candidate will be responsible for client data management, financial planning preparation, and operational support for Portfolio Managers and Client Relationship Managers.
Client Data ManagementKey responsibilities include:
- Maintaining accurate and complete client data in CRM systems.
- Producing comprehensive wealth profiles and enabling a "single view of family" by managing joint entities.
- Integrating CRM data with methodology tools, ensuring completeness, accurate labelling, and integrity across applications.
- Updating client data on XPlan after financial planning sessions and preparing data for client reviews.
The successful candidate will be responsible for:
- Completing training on preferred financial planning tools and passing competency assessments.
- Preparing XPlan Wealth Maps at least 7 days before client engagements.
- Drafting client Personal Goal Plans (PGPs) and records for the Partner to finalize.
- Preparing Integrated Wealth Plans (IWPs) to a stage where scenario planning can be handed over.
- Ensuring all plans are compliant, saved on XPlan, and reflect updated client data.
- Preparing for client reviews as instructed, maintaining readiness to join review meetings as assessed by the Partner.
- Collaborating with Assistants, Product Providers, Wealth Account Managers, and Broker Consultants to support the financial planning process.
- Attending compliance meetings with your Partner and promptly addressing any remedial actions.
The successful candidate will provide operational support in the following areas:
- Aligning with the Financial Planning Partner to integrate the financial plan with the Private Client Share Portfolio mandate, ensuring compliance.
The ideal candidate will be responsible for:
- Managing and maintaining client records and tasks in XPlan to ensure practice-wide compliance and alignment.
- Keeping records per business rules, legislative requirements, and storing safely in XPlan.
- Staying informed on NAV to support the Financial Planning Partner(s).
- Coordinating with the Partner on NAV data and practice details.
- Monitoring and tracking your KPI score on NAV, seeking guidance from the Partner Operations or Business Development Manager to improve scores when needed.
Successful candidates will be detail-oriented, analytical, with strong math skills and initiative. They will have excellent critical thinking, problem-solving, and project management skills, adaptable to client needs. The ideal candidate will be proactive, assertive, and resilient under pressure.
-
Accounting Associate
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Pronel Personnel Full timeAt Pronel Personnel, we are seeking a skilled Accounting Associate to join our team. This role is ideal for a detail-oriented and organized individual with a strong understanding of accounting principles.Key Responsibilities:Manage financial records, ensuring accuracy and compliance with relevant accounting standards and regulations.Process financial...
-
Financial Controller
4 weeks ago
Pinetown, KwaZulu-Natal, South Africa RS Recruitment Services Full timeFinancial Controller Job OpportunityRS Recruitment Services is assisting a well-established organisation in the steel manufacturing industry to recruit a Financial Controller to be based at their offices.Key Responsibilities:Manage debtors and creditorsPrepare and process invoicesOversee cashbook and petty cashCoordinate monthly journals and VAT...
-
Financial Analyst
4 weeks ago
Pinetown, KwaZulu-Natal, South Africa Route Management (Pty) Ltd Full timeJob SummaryWe are seeking a highly skilled Junior Accountant to join our team at Route Management (Pty) Ltd. The successful candidate will be responsible for a range of accounting functions, including journal entries, inter-group reallocations, and reconciliation.Key ResponsibilitiesPrepare and post journal entries, ensuring accurate and timely processing of...
-
Financial Operations Specialist
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Route Management (Pty) Ltd Full timeJob SummaryThis role is responsible for the full accounting function, including journals and inter-group reallocations and reconciliation. The ideal candidate will have strong analytical skills and be able to interpret and analyze financial data, comparing monthly turnovers and ensuring accurate invoicing and reconciliation. Additionally, the successful...
-
Financial Controller
4 weeks ago
Pinetown, KwaZulu-Natal, South Africa RS Recruitment Services Full timeRS Recruitment Services is assisting a well-established organisation in the steel manufacturing industry to recruit a financial controller to be based at their offices. Approximately R20 000 ctc including benefits.Our client, part of a JSE listed group, is a well-established supplier of industrial steel and aluminium products.The ideal candidate should...
-
Financial Services Expert
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Sydsen Group (Pty) Ltd Full timeWe are seeking an experienced F&I Specialist to join our team at Sydsen Group (Pty) Ltd.Key Responsibilities Bridge the gap between customers and financing options, ensuring a seamless F&I process. Prepare and process finance and insurance paperwork for preowned vehicle sales with accuracy and attention to detail. Communicate complex financing products...
-
Financial Services Specialist
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Sydsen Full timeJob Title: F&I SpecialistOur client is seeking a knowledgeable and driven F&I Specialist to enhance their Finance and Insurance department in the automotive industry. If you have experience with pre-owned vehicles and a knack for guiding customers through financing options, we want to hear from you.Key Responsibilities:As the bridge between customers and...
-
Financial Planning Specialist
3 weeks ago
Pinetown, KwaZulu-Natal, South Africa Headhunters Full timeJob Description:We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Headhunters. The successful candidate will be responsible for providing exceptional support to our Financial Planning Partners, ensuring the delivery of high-quality financial plans to our clients.Key Responsibilities:Client Data Management:...
-
Senior Retail Store Leader
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Jam Clothing Full timePursue a challenging role as a Senior Retail Store Leader at JAM Clothing, where you will drive sales growth, enhance customer satisfaction, and lead a dynamic team of sales associates.This Store Operations Manager position requires a results-driven individual with excellent leadership skills, a strong track record of stock management, and the ability to...
-
Compensation and Benefits Strategist
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa SHARON NUROCK RECRUITMENT CC Full timeAbout the JobAs a key member of our team at Sharon Nurock Recruitment CC, we are seeking a highly skilled Payroll Manager to join our organisation. The successful candidate will be responsible for managing the Southern African business central payroll, pension, and personnel administration.Key ResponsibilitiesDevelop and implement the payroll strategy to...
-
Dynamic Retail Leader
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Pepkor Lifestyle Full timeUnlock Your Potential as a Branch Manager at JD GroupAre you a passionate leader with a proven track record in Retail Management? Do you thrive in dynamic environments and inspire your team to achieve greatness? We're seeking a talented Branch Manager to join our team at JD Group and make a lasting impact in the retail industry.Key Responsibilities:Drive...
-
Compensation and Benefits Leader
3 weeks ago
Pinetown, KwaZulu-Natal, South Africa SHARON NUROCK RECRUITMENT CC Full timePAYROLL MANAGEMENT SPECIALISTWe are seeking a highly experienced and skilled Payroll Management Specialist to join our team at Sharon Nurock Recruitment CC. The ideal candidate will have a strong background in compensation and benefits, with a proven track record of successfully managing payroll operations.Key Responsibilities:Develop and implement a...
-
Software Engineer
4 weeks ago
Pinetown, KwaZulu-Natal, South Africa RecruiTech Full timeJob Title: Software DeveloperAt RecruiTech, we are seeking a highly skilled and experienced Software Developer to join our team. As a key member of our development team, you will be responsible for designing, developing, and maintaining our company's software applications.Key Responsibilities:Align all development with operational strategies to ensure...
-
Software Engineer
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa RecruiTech (Pty) Ltd Full timeJob Title: Software DeveloperJob SummaryWe are seeking a talented Software Developer to join our team at RecruiTech (Pty) Ltd. The ideal candidate will have a proven track record of developing scalable and efficient software solutions using .NET Core, C#, SQL, and front-end frameworks such as Angular, React, or Vue.Key ResponsibilitiesDevelop high-quality...
-
Software Engineer
4 weeks ago
Pinetown, KwaZulu-Natal, South Africa RecruiTech (Pty) Ltd Full timeSoftware Developer Job DescriptionJob SummaryWe are seeking a skilled Software Developer to support our business in App development and maintenance. The ideal candidate should be proficient in .NET Core, C#, SQL, Test Libraries, and Front end frameworks (Angular / React Vue).ResponsibilitiesDevelop and maintain high-quality software applications that align...
-
Senior Software Engineer
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa RecruiTech Full timeJob Summary: We are seeking a highly skilled Full Stack Developer to join our team at RecruiTech.Main Responsibilities:Align all development with operational strategiesEstablish technical specifications for productivity optimisation and quality controlMonitor system performance, identify and resolve problems, and prepare action plansFollow Quality Assurance...
-
Software Developer Opportunity
3 weeks ago
Pinetown, KwaZulu-Natal, South Africa RecruiTech (Pty) Ltd Full timeWe are seeking a skilled Software Developer to support our business in terms of App development and maintenance.The ideal candidate should be proficient in .NET Core, C#, SQL, Test Libraries, Front end frameworks (Angular / React Vue). Responsibilities include:Ensuring all development aligns with operational strategiesEstablishing technical specifications,...
-
Junior Financial Product Consultant
1 month ago
Pinetown, 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 Advisor
2 months ago
Pinetown, South Africa CPS Financial Services Full timeCPS will offer the consultant ongoing support and training, and this positions can offer a driven team member significant success. **Key Responsibilities**: - Provide expert insurance advice and solutions to clients. - Develop and maintain strong client relationships. - Achieve sales targets and contribute to the company’s growth. - Stay up to date with...
-
Front Office Associate
5 months ago
Pinetown, South Africa HotelJobs.co.za Full timeWe are seeking a Front Office Associate / Receptionist for our Hotel in Durban, Pinetown Main duties and responsibilities: - Adhere to check in and check out procedures - Regular updating of guest lists and forward to departments - Reporting of faults using the maintenance log - Close liaison with Housekeeping on check-outs - Be familiar with the Hotel's...
-
Control Room Operator
5 months ago
Pinetown, South Africa Fidelity Services Group Full time**MAIN PURPOSE OF JOB**: The aim of a Monitoring Centre Associate I is to handle incoming signals and the monitoring of all Response and Patrol resources. **QUALIFICATION & EXPERIENCE**: - Grade 12 (Matric) - Grade C PSIRA Registered **Responsibilities and duties**: *** **1. Administration** - Monitor and action emergency and non-emergency signals -...
-
General Office Assistant
5 months ago
Pinetown, South Africa Standards Financial Services Full timeDriving employees from site to site. - Collect documents and other Items from site. - Performing clerical support tasks to help an office run smoothly and efficiently. - Assisting on retrieving documents from the printer. - Using basic office equipment like faxes or scanners. - Maintaining files and keeping track of important documents. - Assisting on...
-
Field Agent
5 months ago
Pinetown, South Africa NEEMA FINANCIAL SERVICES Full timeDeveloping and establishing strong working relationship with clients - Able to meet daily target - Represent the company with professionalism and integrity at all times. - Marketing business and heading out flyers - Can work under pressure, must be goal driven - Must be out spoken - Good communication skill - Must be very good with sales - Field agent NO...
-
Financial Adviser-pinetown(Commission Only)
6 months ago
Pinetown, South Africa Sanlam Full time**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Food Service Assistant
5 months ago
Pinetown, South Africa Feedem Recruitment Full time**Job Advert Summary**: We are recruiting for a Food Service Assistant to join our team. The Food Service Assistant assists the Cooks and Chefs with food productions and preparations, serves food, and keeps the dining area and kitchen clean. Established in 1975, Feedem is a large contract catering company in South Africa which manages in excess of 300 sites...
-
FINANCIAL CONTROLLER
4 months ago
Pinetown, South Africa RS Recruitment Services Full timeRS Recruitment is assisting a well-established organisation in the STEEL MANUFACTURING INDUSTRY to recruit a FINANCIAL CONTROLLER to be based at their offices in PINETOWN. Approximately R20 000ctc including benefits. OUR CLIENT, PART OF A JSE LISTED GROUP AND IS A WELL ESTABLISHED SUPPLIER OF INDUSTRIAL STEEL AND ALUMINIUM PRODUCTS. The ideal candidate...
-
Funeral Sales Agent
6 months ago
Pinetown, South Africa A1 Financial services(Avbob) Full timeGood Planner Good Networking skills Must be able to drive referrals DAILY! Minimum 2 years of field sales experience Opportunity for growth **Salary**: R3,900.00 - R20,000.00 per month
-
Funeral Sales Agent
5 months ago
Pinetown, South Africa A1 Financial services(Avbob) Full timeGood Planner Good Networking skills Must be able to drive referrals DAILY! Minimum 1 year of field sales experience Opportunity for growth
-
Internal Sales Representative
6 months ago
Pinetown, South Africa Pro Talent Full timeOur Client, a leading stockist and distributor of stainless steel products and services in South Africa, is looking for an **Internal Sales Representative** to join their team. **Must have stainless steel industry knowledge and industrial internal sales experience.** Based in Westmead, Pinetown, KZN **Qualification**: Matric (preferably with **Maths,...
-
General Manager
6 months ago
Pinetown, South Africa Fidelity Services Group Full time**Minimum qualifications and experience**: - University Degree (BCom. or similar) - Post-graduate qualification highly advantageous - Minimum 3- 5 years’ experience in Senior Management role with Sales and Customer Service - Sales metrics, Financial management and analytics, Business systems and processes - Financial knowledge of Budgets, forecasting and...
-
Junior Accountant
7 months ago
Pinetown, South Africa Route Management (Pty) Ltd Full time* Full accounting function.* Responsible for journals and inter-group reallocations and reconciliation.* Interpreting and analyzing financial data and comparing monthly turnovers.* Invoicing and reconciliation to ensure outstanding orders for internal- and external customers.* Supporting the warehouse function concerning Good Received Notes (GRN).* ...
-
Service Manager: Renault Pinetown
1 month ago
Pinetown, South Africa Motus Corporation Full time**Renault Pinetown** currently holds a vacancy for a Service Manager. This position will be suited to an experienced person who has the ability to manage an organised and profitable service department; delivering high quality service and focused on customer satisfaction. Responsible for mentoring and leading all departmental staff, ensure that repairs are...
-
Junior Accountant
7 months ago
Pinetown, South Africa Route Management (Pty) Ltd Full time* Full accounting function. * Responsible for journals and inter-group reallocations and reconciliation. * Interpreting and analyzing financial data and comparing monthly turnovers. * Invoicing and reconciliation to ensure outstanding orders for internal- and external customers. * Supporting the warehouse function concerning Good Received Notes (GRN). *...
-
Specialist: Technician
1 week ago
Pinetown, South Africa Motus Corporation Full timeRenault Pinetown has an opportunity available for a Qualified Technician (Co-Tech) **Purpose** To deliver technical and diagnostic services in order to complete work accurately and timeously through the execution of predefined work objectives as per agreed standard operating procedures. **Position Overview**: **Specific Role Responsibilities**:** GENERIC...
-
Service Advisor: Non-technical
7 days ago
Pinetown, South Africa Motus Corporation Full timeMotus** Renault Pinetown** **has an opportunity available for a **NON-TECHNICAL SERVICE ADVISOR.** The purpose of the role is to provide prompt and quality service to customers relating to the service, repair and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost effective repairs and quality service is...
-
Fleet Services Account Manager
6 months ago
Pinetown, South Africa Cartrack Full time**Listing reference**: cartr_000488**Listing status**: Online- **Position summary** **Industry**:Other Sectors & Industries **Job category**:(Key) Account Management **Location**:Pinetown **Contract**:Permanent **EE position**:No **Introduction** - A leading global provider of vehicle telematics, Cartrack is firmly rooted in the belief of being...
-
FINANCIAL CONTROLLER
4 months ago
pinetown, KwaZulu-Natal, South Africa RS Recruitment Services Full timeRS Recruitment is assisting a well-established organisation in the STEEL MANUFACTURING INDUSTRY to recruit a FINANCIAL CONTROLLER to be based at their offices in PINETOWN . Approximately R20 000ctc including benefits. OUR CLIENT, PART OF A JSE LISTED GROUP AND IS A WELL ESTABLISHED SUPPLIER OF INDUSTRIAL STEEL AND ALUMINIUM PRODUCTS. The ideal...