LATEST JOB LISTINGS

Financial Director/Chief Financial Officer

Date: /Category: /by

A well-known international retailer is looking to hire a CFO. The role will allow the candidate to be part of a small, hands-on management team and to be involved in managing and growing the business in line with its expansion plans.
The ideal candidate must come from a retail background and be in possession of a CA, CIMA or similar qualification and tick the following boxes:
• Excellent knowledge of franchising
• Financial planning, forecasting and budgeting experience
• Experience in rolling out stores and franchises
• Advise the business in a financial and business capacity
• Experience with large volumes of stock and the knowledge on how to improve processes.
• Assist the CEO with any other senior management tasks as required.
• Team management
• Excellent interpersonal and communication skills, both verbal and written
The role offers a competitive salary, medical aid and the opportunity to work remotely.

Chief Financial Officer/Financial Director

Date: /Category: /by

A well-known international retailer is looking to hire a CFO. The role will allow the candidate to be part of a small, hands-on management team and to be involved in managing and growing the business in line with its expansion plans.
The ideal candidate must come from a retail background and be in possession of a CA (SA), CIMA or similar qualification and tick the following boxes:
• Excellent knowledge of franchising
• Financial planning, forecasting and budgeting experience
• Experience in rolling out stores and franchises
• Advise the business in a financial and business capacity
• Experience with large volumes of stock and the knowledge on how to improve processes.
• Assist the CEO with any other senior management tasks as required.
• Team management
• Excellent interpersonal and communication skills, both verbal and written
The role offers a competitive salary, medical aid and the opportunity to work remotely.

Article Financial Planner

Date: /Category: /by

This is a great opportunity for a junior Financial Planner or a Graduate to join a small firm and to learn Financial Planning hands-on!

Duties and Responsibilities – (but not limited to)

• Take and prepare client meeting minutes
• Ability to assist with ROA under close supervision
• Ensure the accurate production of all client portfolio review documentation and reports
• Collate required application forms, representations and fact sheets for client meetings.
• Print, and bind financial plans and risk management plans as needed
• Regularly update and maintain client insurance and investment information in the client management system.
• Coordinate all client correspondence, either as part of sales & service process, marketing or request of the Adviser.
• File preparation for new and existing clients
• Ensure all client files and electronic records are maintained in –line with procedures outlined in the policies and procedures manual.
• Familiarise with house view – investment vehicles and risk products
• Handle queries from clients
• Book appointments in Advisor diary
• Develop moderate level of technical knowledge and ensure it is maintained or expanded
• Participate in training and development as outlined in the individual training plan.
• Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation.
• With close supervision of the Advisor – accurately assess client’s needs, objectives and risk tolerance and formulate and effective financial plan.
• Review client portfolio in conjunction with changes in client circumstances, investments and general market movements. Ensure investment strategy is meeting client’s objectives and client is well informed of all necessary actions recommended by Wealth manager.

The ideal candidate will have a degree in a business related field, be passionate about a career in Financial Planning and have plans to complete their CFP qualification. An RE certificate will be an advantage.

Accountant

Date: /Category: /by

An International Mining and Dredging company involved in offshore mining projects in most African countries. As an Accountant you will be required to assist the Finance department to prepare monthly accounting records from source document to Management Accounts.

 

Responsibilities:

  • Processing, reconciliation of all suppliers
  • Prepare suppliers reconciliations for payment
  • Reconciling customers and following up
  • Raise and prepare tax invoices
  • Processing monthly credit card statements
  • Daily bank recons
  • Petty cash control
  • Assistance with record keeping for fixed asset register
  • Monthly income statement recons
  • VAT reports
  • Assistance with month end procedures
  • Management accounts
  • Other adhoc duties as requested by management

 

Requirements

Qualifications:

  • Min of 5 years experience as an Accountant
  • Min of a BCom in Accounting

 

Key competencies:

  • Strong problem solving skills
  • Excellent attention to detail
  • Excellent communication skills
  • Excellent admin and organisational skills
  • Ability to work under pressure and without supervision
  • Detail understanding of VAT and accounting transactions
  • Experience on pastel

Senior Bookkeeper

Date: /Category: /by

 Our client is looking for a Senior Bookkeeper to join their team.

Responsibilities:

  • Processing, reconciliation of all suppliers
  • Prepare suppliers reconciliations for payment
  • Reconciling customers and following up
  • Raise and prepare tax invoices
  • Processing monthly credit card statements
  • Daily bank recons
  • Petty cash control
  • Assistance with record keeping for fixed asset register
  • Monthly income statement recons
  • VAT reports
  • Assistance with month end procedures
  • Other adhoc duties as requested by management

Requirements

Qualifications:

  • Min of 10 years bookkeeping experience to B/S
  • Min of a National Diploma in Accounting

Key competencies:

  • Strong problem solving skills
  • Excellent attention to detail
  • Excellent communication skills
  • Excellent admin and organisational skills
  • Ability to work under pressure and without supervision
  • Detail understanding of VAT and accounting transactions
  • Experience on pastel

Financial Director

Date: /Category: /by

Global established medium sized company in the retail space with a focus on manufacturing environmentally friendly products is seeking a young dynamic FD to join their entrepreneurial forward thinking business.

In this role you will be required to make suggestions towards the strategy of the business. Take control of a small finance team and FD role and ideally have previously worked with multiple entities with international trade experience, forex, sales planning, forecasting and ideally had insight into another companies procurement department.

Compliance Officer

Date: /Category: /by

Our client has a vacancy for a Compliance Officer.

The Compliance Officer will assist the Senior Compliance Officer and staff members in discharging their responsibility to comply with applicable legislative and regulatory requirements through the provision of compliance services and to identify, assess, manage, monitor and report regulatory compliance risks facing the organisation.

Education

• Degree level qualification, or equivalent, ideally in Business, Finance, Law or Compliance and Risk Management;

• Preferably hold a CPrac designation.

Experience

• At least 3 years relevant work experience in Compliance;

• FSCA FAIS approved as a Compliance Officer for Category I Financial Services Providers.

Duties will include

Ensure the effective implementation of the Compliance Monitoring programme and undertake all aspects of monitoring activities;

• Track non-compliant findings with respective business unit function managers until resolved;

• Monitor the efficiency and consistency of compliance controls and assist with the enhancement of procedures and controls;

• Actively manage the mitigation of compliance breaches;

• Maintain appropriate written procedures to ensure compliance with applicable legislation, regulations and group policies, and to monitor adherence to such procedures;

• Prepare training material and deliver training in compliance with regulatory obligations and business procedures;

• Prepare compliance reports to management and various committees and governance structures within the group;

• Prepare reports to regulatory authorities;

• Monitor changes in relevant legal requirements and other regulatory developments which may impact on the company and advise the Directors on their implications;

• Provide advice to the Directors on the regulatory implications of new business areas and new products;

• Provide guidance on the data privacy programme and actively manage the mitigation of data breaches in accordance with company procedures.

Skills
• Strong working knowledge of FAIS, FICA, POPIA and a solid knowledge of the South African Regulatory Environment in the Financial services sector;
• Well organized with the ability to work autonomously and deal with busy workload;
• Self-motivated, mature and able to use initiative with a strong hands-on approach;
• A discreet and confidential manner with confidence, persuasiveness and the ability to motivate colleagues;
• Good clear and concise written and verbal skills;
• The ability to communicate with staff at all levels of the business. Learning and development:
• Personal development plan will be agreed on an annual basis;
• Self learning;
• Attendance to internal training including webinars, workshops and workgroups as may be required;
• Attendance at external seminars and training events as may be required.

HR Manager

Date: /Category: , /by

Our client has a vacancy for an HR Manager.

Responsibilities:

  • Full HR function and shared services for the group in the following areas:
  • Staffing and Succession Planning (onboarding, strong recruitment and transformation);
  • Organisational Development (culture, structures, values)
  • Training and Development (skills development, learnerships and leadership development); Employee Relations (roles and responsibilities; performance management; remuneration and reward)
  • IR (Grievance and Disciplinary processes)
  • Health and Safety;
  • Transformation and Integration (BEE and CSI and Employment Equity)
  • Monthly submission of payroll
  • Reporting and analysis
  • Managing performance reviews
  • Detailed knowledge of employment legislation
  • Willing to travel (not often)

 

Requirements

Qualifications:

  • Min of 10 years experience
  • HR degree

Key competencies:

  • A self –starter and able to work independently
  • Excellent attention to detail
  • Excellent communication skills
  • Excellent admin and organisational skills
  • Ability to work under pressure and without supervision

Newly qualified CA/Supervisor

Date: /Category: /by

Opportunity to work for a global investment company with extensive opportunity for career growth. The primary function of a Supervisor is to check and supervise the tasks required to successfully complete the accounts / valuation.  In certain circumstances a Supervisor may also be required to perform the following tasks:

Check and authorise payments to ensure the payment has been correctly prepared and the correct instructions are going to be processed.

Check and approve valuations to ensure all the required information has been captured and processed correctly resulting in the expected valuation movement.

Supervise others to ensure the accuracy, completeness and timeliness in performing the following functions:

•           Reviewing and ensure all documentation are in place for investment purchases and sales / distributions

•           Executing investment purchase transactions

•           Setting-up and capturing of investments on Investran

•           Monitoring of distributions / sales proceeds receivable and capturing of these on Investran

•           Preparation of accurate quarterly (pre fair market value and post fair market value) accounts (including capital statements for investors)

•           Preparation of accurate expense and accrual calculations, including management and admin fee calculation

•           Performing weekly cash reconciliations and proper investigation and resolution of any reconciling differences

•           Performing daily cash management (including preparing payment and transfer instructions) and updating the cash transactions on Investran

•           Capturing daily cash movements as well as trades and updating transactions in Investran

•           Investigating and answering queries with auditors and clients

•           Ensuring compliance with company policy and procedures; client service level agreements and internal controls

 

Client Operations Analyst

Date: /Category: /by

The role of the Client Operations Analyst is to work closely with the strategic client relationship team in the daily servicing of a designated set of clients, invested via an Investment Management Agreement or equivalent, and to provide administrative support and reporting. Each Client Operations Analyst has an allocation of clients. This allocation is dependent on complexity and demands of each client, to ensure a pro-active high-quality service is delivered.

Key Responsibilities

  • Professional liaison with clients (new clients, restructures, performance, off-market trade queries, etc.)
  • Effective query management and resolution
  • Client reporting (ad hoc, daily, monthly, quarterly, annual – including report generation).
  • Liaison with investment operations, Client Managers, PMs, performance & attribution, dealing, implementations, finance, fund operations
  • Effective liaison with back office administrators
  • Provide information/support to Client Managers
  • Checking monthly, quarterly investment statements and performance reports
  • Updating of CRM system
  • Identifying inefficiencies in processes
  • Contributing to ad hoc projects aimed at streamlining processes

COMPLIANCE RESPONSIBILITIES

Mandatory responsibilities:

  • Adhering to the Code of Ethics and related policies, including personal account dealing, gifts, inside information, etc.
  • Ensuring Compliance forms and declarations are completed and returned on a timely basis
  • Ensuring timely completion of Compliance training
  • Ensuring that you maintain appropriate level of training and threshold competence levels
  • Ensuring you keep up to date on procedures and best practice relevant to your job responsibilities
  • Ensuring regulatory, client and other corporate records are maintained
  • Ensuring that firm and client data and property, including IT data, are properly protected and that advised best practices are followed to maintain confidentiality and security of all data
  • Reporting any possible and actual breaches, errors, or complaints
  • Reporting any possible concerns about conduct or unfair treatment of customers to Compliance
  • Reporting any suspicion that a client, investor, or employee may be involved in money laundering, fraud or other crime
  • Being alert to possible wider Compliance and Operational Risk issues within the general business
    Non-mandatory responsibilities:
  • Ensuring that your team procedures are kept up-to-date
  • Ensuring that all changes in business practice are taken through the appropriate business forums
  • Ensuring that regulatory, client and other corporate reporting deadlines are met
  • Ensuring that if handling client monies and client assets that they are properly protected, recorded and reconciled
  • Assist Transition Managers with the smooth implementation of new clients and restructures
  • Maintaining “chinese walls” / “ethical walls” with other parts of the group and within the company under the inside information requirements

PERSON SPECIFICATION

Technical Knowledge and Experience:

  • Newly Qualified CA(SA) or B Comm / B Bus Sci or other similar degree or qualifications
  • Client relationship management in the investment management industry ideal
  • 2-3 years back office experience within the investment management industry, preferably in a role that required client interaction
  • Would also consider candidates from an accounting, auditing or consulting background
  • Financial market knowledge (instruments and products)
  • Financial accounting
  • Numerate

System Skills:

  • MS Excel (Advanced)

Personal Attributes:

  • Team player, yet ability to work without supervision
  • Client focused, with exceptional interpersonal and communication skills
  • Strength of character
  • Proactive
  • Conscientious
  • Organised & priority driven
  • Exceptionally high standards of work and attention to detail
  • Works well under pressure and adheres to deadlines
  • Applies critical thinking
  • Self-motivated
  • Ability to achieve depth of learning and self-development within role