Financial Manager/Director

Successful pharmaceutical company is looking to recruit an experienced Financial Manager with at least 4-8 years industry experience. Ideal candidate is either a CA (SA) or CIMA qualified and must have excellent organizational and leadership skills.
• Lead planning and reporting
• Management reporting
• Participate in strategic projects
• Drive the financial planning of the business
• Oversee the audit and internal control operations
• Forecasting
• Adhere to financial laws and guidlines
• Develop and maintain project costing system
• Budgeting and consolidation
• Risk management

Investment Administrator/Trade Support

A well- known, successful Multi-Manager is looking to expand their team. In this role you will be responsible for post-trade support and compliance by ensuring that trades match and settle in the market.
Key responsibilities:
Client take-on and account opening
– Population of forms for stockbrokers / Lisps
– Gathering of required supporting documents and requirements for applications
Security Model Portfolio Fund Factsheets
– Build new fact sheets when required
– Updating of fact sheets monthly / ad hoc
– Distribute fact sheets within required timelines
Trading (under team supervision)
– Understand trading process
– Initiate and capture trades
– Check all trades after trading
– Match all trades to ensure timely settlement
Query resolution
Assist with queries from clients
Assist with queries from stockbrokers / Lisps
Monthly and quarterly fee run on securities clients
Assist in facilitating partner trading on CIS Portfolios, when required.
To apply you need a Bcom or Finance degree and at least 3 years investment management industry experience.

Financial Manager

Task outline:
Day to Day

– Overseeing Accounts Payable/Receivables
– Making payments (monthly payment runs + ad hoc)
– Import bank statements to Xero and overview bank reconciliations done by financial
– Gathering and validation of revenue/cost data from various sources (incl. Mobile Network
Operators, various partners and the company’s internal BI team) in order to finalise monthly
– Coordination/oversight of the Group companies accounting
– Overseeing the preparation of monthly partner reports (Cost of Sale)
– Prepare/check monthly salaries (this is being slowly handed over to the financial
– Check/submit monthly statutory reports
– Ad hoc requests from new shareholders
Weekly / Monthly
– Preparation of internal Management Accounts; direct reporting to Management
– Preparation of monthly external Management Accounts Pack for new shareholders (incl.
– Monthly related parties reporting
– Weekly Cash Flow forecasts for 2 months ahead
– Weekly reporting of cash balances for Group
Quarterly / Annually
– Preparation of annual budgets/forecasts with quarterly re-forecast of remainder of FY
– Quarterly risk register
– Preparation of AFS with IFRS; or at least up to Trial Balance
– Overseeing the financial audit

Ideal candidate spec:
Type of person

– Reliable / accurate
– Trustworthy
– Deadline driven
– Team player
– Based in Cape Town
– At least 5 years of work experience in the relevant field
– Experienced in corporate group reporting
– CA / CIMA qualification
– Good knowledge of Xero Accounting Software (or similar)

Claims Service Executive

Our client, a well known Insurance Agency based in Big Bay seeks an experience Claims Service Executive to join their team.

Your Main Responsibilities in the position:
• Responsible for the overall end-to-end processing requirements of all assigned claims;
• Obtaining all necessary documentation for claims;
• Liaising directly with clients, insurance companies, service providers and assessors;
• Performing all requirements for payments of claims;
• Overall management of claims float.

Education & Experience:
• Grade 12 or equivalent
• RE5 (essential)
• FAIS Fit and Proper – full qualification NQF4 (no FAIS work supervision) (essential)
• CBD points met – proof provided
• Minimum 3 years proven commercial & personal claims experience (essential)
• Previous experience working in a Brokerage (preferred)

Specialist knowledge / skills:
• Flexi / Cardinal 360 systems knowledge / skills (preferred)
• Strong, proven administration skills
• Time management skills
• Equine knowledge (and interest) (preferred)
• Skilled in personal approach (empathy & compassion) taken to client service delivery of processing claims
• Knowledge / understanding of commercial objectives
• Knowledge / skilled in effectively managing multiple requirements at the same time

This is full time permanent position based in Big Bay, Cape Town, and reports to the Claims Manager.
CTC remuneration package on offer = market related salary + provident fund + risk benefits.

If you meet the requirements please forward your CV to

Quantitative Analyst

Fantastic opportunity available at a boutique Asset Manager based in the Southern Suburbs. In this role, you will be responsible for the preparation, analysis and interpretation of portfolio risk reporting: domestic equity, global equity, asset allocation, risk reporting for client presentation, back-up/assist on quarterly strategy risk report, client specific reporting.

There will be specific quantitative analysis and portfolio construction. Systems & Data engineering, portfolio liquidity assessment and periodic portfolio optimisation modelling.

Newly qualified CA/Supervisor

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


Fund Accountant (SAICA)

A financial services company with offices globally is looking for the expertise of a SAICA/SAIPA articled individual to take on a Fund Accountant role for a 6 month period.

Degree in Accounting
Completed SAICA articles and or previous fund accounting experience.

Group Reporting Manager

This is a very exciting opportunity for a newly-qualified CA who has just completed their articles at one of the Big 4 Firms.

The ideal candidate is committed, people-centric and seeking a new challenge.

This role will support the Head of Reporting & FP&A of an international company to help enhance the Group’s current financial and management reporting. You will produce and deliver accurate management accounts and tools to monitor the Group’s financial position, whilst ensuring IFRS compliance. You will build respect and trust across the business, through cross-region and department interaction, whilst challenging the status quo. In addition, you will develop, implement, document & maintain processes both within Finance and across departments to achieve the company’s ambitious growth objectives.

Senior Underwriter

Our client, a fast growing and dynamic insurance brokerage in Bloubergstrand area, is looking to employ a suitable candidate in a Senior Underwriting position.

You will form part of all underwriting activities that include new business, renewals, endorsements, always putting client servicing first. You will provide support on underwriting projects and assist with conducting market research, analysis, assisting with underwriting alongside Head of Underwriting on special or complexed risk such as large-scale corporate businesses.

Duties and Responsibilities:
The successful applicant will be responsible as the Senior Underwriter for the overseeing of the team’s activities. You shall direct the activities of junior and mid-level Underwriters whilst providing Head of Underwriting with relevant reporting and assistance where required.
Underwriting duties and Responsibilities include:
* Commercial and personal underwriting of new and existing business.
* Take appropriate action and minimize cancellations.
* General enquiries – cover, products, and processes.
* New business underwriting, renewals, endorsements and re-broke
* Request, obtain and assess quotes from insurers.
* Raise premiums.
* Processing and monitoring electronic filing.
* Cancellations and business retention.
* Raise invoices. * Request refunds.
* Meet productivity targets.
* Liaise with Product Managers regarding their portfolios.
* Perform comparisons and other relevant requirements, including the generating of client advice.
* Record to ensure insurance cover is always correct and adequate.
* Provide guidance to Claims on policy wordings with regards to claims queries etc.
* Post loss underwriting management.

Minimum Qualifications and Experience:
* Grade 12 or equivalent.
* RE5 essential.
* FAIS Fit and Proper – Full Qualification NQF4. Must not work under FAIS supervision.
* CPD points to be met and proof to be provided.
* Minimum 5 years’ commercial & personal underwriting experience essential.
* Previous experience in a Brokerage preferred.
* Flexi/Cardinal 360 experience is preferred.
* Rating knowledge on both Commercial & Personal is essential.
* A technical interview would be conducted. Package and Remuneration:
* Provident Fund. * Risk Benefits (Mortality and Income Protection).
* Remuneration: A market related salary package will be offered and discussed with successful candidates during their interviews.
This is full time permanent position based in Bloubergstrand, Cape Town.
Starting date: As soon as possible.