Financial Manager – Fruit Farm in Wolseley

Our client, an established fruit farm based in Wolseley (near Tulbagh), is looking for a dedicated, task-oriented Financial Manager with good interpersonal skills, who will strive to maintain the existing high standards of the business. This position is integral to the management team and the incumbent will have to deliver a strategic contribution to the business.

Can be a hybrid remote position too, with flexible times of 2-3 days at the farm, and 2-3 days remote management.


  • Capturing of financial data in preparation of monthly financial reports and management accounts
  • Cashflow management on a weekly basis
  • Accurate and timely financial reporting
  • Management and control of systems, procedures and controls as well as maintaining accounting system
  • Revenue forecasting and budgets, updating cost chain and managing deviations
  • Financial statements and Audit preparation
  • Management of working capital requirements


  • Bachelor’s degree in finance
  • At least 5 years post article experience (Agri- finance experience would be beneficial)
  • Management experience 2-3 years
  • Excellent communication and computer skills
  • Must be able to work proactively and autonomous
  • Must be fully bilingual
  • Must be well organized and have excellent administrative skills

Accountant – Hermanus

Our client is seeking an Accountant to join their team, in Hermanus. This is a full time, permanent position.

Key Responsibilities:

  • Preparation of Statutory Accounts
  • Preparation and filing of SARS tax matters including Corporation Tax, VAT, PAYE and any other specialist taxes
  • Prepare financial documents and reports for management
  • Liaise with management and other professionals to compile budgets and other costs
  • Prepare periodic accounts, budgetary reviews and financial forecasts
  • Accounting software- Sage One
  • Communicate with the team on any issues or findings
  • Ensure timesheets are completed
  • Have an awareness of the various services provided by the company
  • Maintain a professional working relationship with both clients and the wider team of the company
  • Experience in exchange rates 
  • Eye for detail 

Attributes and Skills:

  • A winning mentality and eager to take on early responsibility
  • Outgoing personality with great communication skills and ability to build strong relationships
  • An inquisitive nature and an aptitude for problem solving
  • Interested in business, happy to learn and can demonstrate leadership qualities
  • Reliable, organised and able to meet deadlines
  • Competent numerical and IT skills

Education and Professional Requirements:

  • Experience required – Qualified in practice Chartered Accountant
  • Required accounting qualifications: ICAEW ACA
  • Financial reporting experience
  • University Degree

Paraplanner – Southern Suburbs Cape Town

Our client, based in Southern Suburbs, is seeking a Paraplanner. The main purpose of the role is to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.

Key Responsibilities:

  • Proposals and reporting for clients and prospects:
    • Construct & produce Asset Allocation reports for existing clients.
    • Construct & produce Proposals for both new and existing clients.
    • Prepare Goals Based Wealth Management proposals and reports for clients.
    • Prepare Financial Needs Analyses for both new and existing clients.
    • Preparation of meeting packs for Family Office clients.
    • Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
    • Constant innovation of client reports.
  • Technical expertise:
    • Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
    • Assist in the development and maintenance of wealth management products / strategies.
    • Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients.
    • Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.

Qualifications and Skills:

  • A related BComm degree and a Postgraduate Degree in Financial Planning
  • 3-5 years’ experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financial needs analyses for clients.
  • MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous)
  • Highly technical and analytical thinking
  • Strong financial acumen
  • High attention to detail
  • Ability to multitask
  • Professional, trustworthy.
  • Strong financial product knowledge and understanding of regulatory environment.

Wealth Manager’s Assistant – Southern Suburbs CT

Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager’s Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance the overall service provided to the wealth manager and our clients. The goal is to elevate the client experience through effective communication, proactivity, and dependability, enabling the wealth manager to focus on nurturing wealth for our private clients and their families.

Key Responsibilities:

  • Administrative support to Wealth Manager:
    • Prepare and collate new client onboarding documentation.
    • Oversee the management and updating of client CRM profile.
    • Liaise with external and internal providers on client specific queries and implementation of instructions.
    • Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth Manager
    • Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements).
  • Legislative Compliance (FICA and FAIS):
    • Apply basic knowledge of the FAIS General Code of Conduct in daily work.
    • Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
    • Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance.
  • Technical Support:
    • Ensure a basic level of product knowledge by keeping up to date with products used by service providers.
    • Compile proposal documents based on the Wealth Manager instruction and recommendations.
    • Compile a financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions.

Qualifications and Skills:

  • Commerce or financial degree from a reputable tertiary institution
  • Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA
  • 3-5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
  • CFP designation advantageous
  • RE5 advantageous
  • MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
  • XPlan (advantageous)
  • Ability to prioritise, organise and plan around large amounts of information and tasks.
  • High attention to detail and low tolerance for errors
  • Sound knowledge of and experience in FICA and FAIS
  • Highly numerate
  • Punctual
  • Ability to work very well in a team


Fund Accountant – Hybrid

Our client is seeking a Fund Accountant. The purpose of this role would be to collate, calculate, process, investigate and check fund information, including being a B signatory in order to produce and sign off the Accounts / Net Asset Valuations (NAV) of the specific Funds/Entities which the company administers, within defined deadlines and within regulatory requirements. You will also produce financial statements and other financial related information for client entities accurately and on a timely basis, in accordance with the most relevant accounting standards and client driven requirements.

Key Responsibilities:

  • Prepare, monitor and capture cash movements (cash management), investment trades and update transactions in InvestOne / Investran to ensure an accurate and timely delivery of the Accounts / NAV.
  • Prepare and perform weekly / monthly cash and stock reconciliations including proper investigation of all outstanding issues to ensure a timely resolution of any reconciling differences and no valuation errors occur.
  • Monitor asset pricing and pricing sources for corporate actions to ensure securities are updated and valued correctly on InvestOne / Investran and no asset pricing errors occur within the Accounts / NAV.
  • Perform and check expense and accrual calculations to ensure that they are reflected correctly in the Accounts / NAV.
  • Prepare and produce an accurate NAV to ensure Checkers or Supervisor discover no errors on work reviewed resulting in the timely delivery of the Accounts / NAV.
  • Proactively investigate queries with dealers; brokers; custodians; auditors and clients to ensure a timely resolution of all queries.
  • Where applicable to communicate and escalate potential issues in a prompt and effective manner.
  • Understand and implement company policies and procedures; client service level agreements and internal controls to ensure compliance thereof and no Custodian and external audit findings occur as a result of them not being applied.
  • Prepare and send out all valuation e-mails to a pre-defined distribution list to ensure all parties have been timely informed of the valuation.
  • To produce financial statements for portfolio of clients in accordance with the applicable financial standards, and to ensure that the accounts are produced in accordance with the regulatory deadlines and the deadlines agreed with the client.
  • To project manage the client audit process internally according to an agreed timetable to ensure all parties are delivering as agreed and the manager or supervisor is informed of any obstacles and/or delays.
  • Attend pre and post audit meetings to ensure audit planning, comments and recommendations as well as any post audit adjustments to be made to valuations are discussed.
  • Prepare and complete all monthly/quarterly KPI spreadsheets and/or statutory returns to ensure specific funds regulatory requirements are fulfilled.
  • Accurately update and maintain the relevant sections in the delivery matrix to ensure all parties are aware of what has been completed and Oversight can promptly review the NAV where required.
  • Prepare and complete all sundry administrative tasks, including (but not limited to) accurate / timely time recording and filing of Accounts / NAV within Viewpoint.
  • Coach and supervise other Fund Accountants in the same team to ensure all procedures are adhered to and feedback can be provided to the Manager for yearly reviews.
  • Prepare accurate payment instructions and provide to checker for authorization in a timely manner.
  • Check and authorize payments (as a B Signatory) to ensure the correct amounts are instructed.
  • Check and approve valuations (as a B Signatory) to ensure all information and calculations have been correctly collated.

Essential Requirements:

  • Minimum of 2 to 5 years investment fund administration or related experience.
  • Excellent numeracy skills.
  • Attention to detail.
  • A relevant tertiary qualification preferably including Accounting; Finance; Investments.
  • Good accounting and investment product knowledge.


Paraplanner – Southern Suburbs Cape Town

Our client is a firm of Independent Financial Advisors, based in Southern Suburbs CT. They are looking for a Paraplanner and offering the opportunity to grow client interactions and put theory into practice. The Paraplanner will be responsible for supporting the financial planning practice and the practice’s Financial Planners with their servicing of existing client relationships, securing new client relationships and managing their individual financial planning practices.

Key Responsibilities:

  • Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.
  • Assisting Clients with risk profiling via, inter alia, FinaMetrica.
  • Discussing client needs and objectives with the Planners.
  • Analysing, assessing and interpreting client information regarding their goals, priorities, needs and affordability.
  • Conducting and reviewing Financial Needs Analyses.
  • Identifying Financial Planning needs based on data collected from the Clients. Establishing shortfalls or cash flow forecasts in conjunction with priorities and affordability.
  • Undertaking research, both independently and with the Planners, to identify suitable solutions to meet the Clients’ needs.
  • Compiling comparisons between various solution providers based on the comprehensiveness of benefits, costs, suitability and risk exposure to market sectors.
  • Considering current and future allocation of capital for investment strategies about the Clients’ current and potential future financial position.
  • Proposing investment strategies based on the client’s financial position, risk profile and needs for the Planner’s consideration.
  • Requesting costs, values, return data for transfers and similar information from service providers as and when required.
  • Obtaining client portfolio information via Astute and preparing Portfolio Schedules.
  • Preparing draft proposals to be considered by the Planners.
  • Populating compliance-related and/or application forms.
  • Adhering to all replacement product procedures.
  • Communicating and liaising with Service Providers via email, telephone and occasionally in person when they attend the company’s offices.
  • Communicating with Clients and providing clients with the information where appropriate via email, telephone and occasionally in person when they attend the company’s offices.
  • Arranging for the timely signature of documents by a Planner which may include the use of digital e-signing applications (QuicklySign) or similar and following up with both Advisors and Clients in this regard.
  • Generating, preparing and refining investment and/or risk-benefit proposals for Clients, for consideration by the Planners.
  • Generating, preparing and refining investment and/or risk-benefit Records of Advice, for consideration by the Planners.
  • Preparing Annual Portfolio Statements (annual reviews) and similar, for the financial Advisors to send to their clients.
  • Generating, preparing and refining more detailed progress reports for Clients, for consideration by the Planners.
  • Recording and producing Minutes of meetings.
  • Maintaining a positive rapport between clients and the company.
  • Assisting the Planners with managing their practices.
  • Record keeping and generating reports for the practice (Assets Under Management etc.)
  • Monitoring and recording CPD activities for the Planners.
  • Creating shared infographics and/or standard documentation that can be used across all Planners within the office.
  • The Paraplanner may, from time to time, be additionally responsible for administrative tasks that the office Support Staff may normally expect to perform concerning a Financial Advisory Practice

Qualifications, Experience and Skills:

  • BCom or similar
  • Postgraduate Diploma in Financial Planning preferred (or on the path to completing)
  • Good listener
  • Curious and desire to learn
  • Have a client-centric approach. Polite and friendly in all client dealings.
  • Happy to be in a primarily administration-centric role for at least 3-5 years whilst acquiring appropriate experience and skills
  • Comfortable with some exposure to face-to-face and telephonic client meetings and interactions.
  • Able to withstand constructive criticism and take direction and training from existing staff and Financial Planners
  • Enjoy working in a structured and process-driven environment.
  • Enjoy working in a methodical and organized way with great attention to detail.
  • Enjoy working in a team-based environment where there is a sharing of ideas and be able to get on with the team without drama.
  • Be a good written and oral communicator in English (other languages will be a plus).
  • Have a strong sense of morals, ethics and service.
  • Strong analytical skills and ability to perform a Financial Needs Analysis
  • Be numerically literate and comfortable working with spreadsheets and calculations.

Accountant – Northern Suburbs Cape Town

Our client, a financial and tax services company, is looking for an ACCOUNTING PROFESSIONAL based in NORTHERN SUBURBS of the CAPE TOWN AREA to join our team. This is a full-time hybrid role (office and home office), with agreed regular office time to engage with other members of the Annual Financial Statements (AFS) team. Due to the nature of the position, periodic overtime is required due to statutory deadlines during each year.

Key Responsibilities:

  • Together with the Financial Accountant, planning and agreeing year plan for annual financial reporting deadlines.
  • Providing guidance and advice on all financial accounting, independent review, and audit requirements.
  • Investigation of queries from staff and clients as to the application of IFRS.
  • Ensuring all financial reports, both for sole proprietors, partnerships, close corporations, Trust, and companies are completed within statutory deadlines.
  • Providing commentaries to the clients to back up the financial statements.
  • Meeting and communication with clients, both internal and external, to manage routine financial accounting matters.
  • Deal with any other queries and research on accounting compliance.
  • Review and/or prepare management reports where required.
  • Review and/or prepare cash flow forecasts where required.
  • Time keeping and invoice clients for work done.
  • Writing of accountant letters for clients, where required, on various items e.g., Company Solvency.
  • Follow-up with Clients to ensure Annual Financial Statements are accepted and finalised before annual income tax returns can be filed.
  • Attending Workshops / Seminars to ensure required CPD points are obtained and that the Financial Reporting team stays up to date with any legislative changes.

Qualifications, Experience and Skills:

  • 3 to 5 years’ minimum experience in financial accounting and audit. A related professional qualification and membership of an accounting body is preferred.
  • Experience with Draftworx or similar would be a requirement.
  • Deadline focused.
  • Detailed
  • Accurate
  • Excellent communication skills – both verbal and written
  • Team player
  • Must be able to work independently under high levels of pressure.
  • The role is a hands-on position.



Investment Management Assistant – Southern Suburbs Cape Town

Our client based in Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-day management of a range of Collective Investment Schemes & perform a supporting role within the Wealth Management investment process.

Key Responsibilities:

Fund Management:

  • Conduct day-to-day management of portfolios.
  • Monitor stock/asset allocation, cash positions, and cash flows to ensure compliance.
  • Monitor Fund risk and construction constraints.
  • Update & suggest improvements on existing models and systems.
  • Investigate and resolve data issues as needed.
  • Prepare Fund & Capital Market information for investment meetings.
  • Maintain macroeconomic view presentations.
  • Verify & Report on trades undertaken.
  • Prepare & present quarterly Fund reports to investors.

Wealth Management:

  • Monitor client compliance against risk Models.
  • Identify potential problems and suggest solutions within HNW portfolios.
  • Contribute towards value-added written content for Wealth Managers.
  • Contribute towards meetings with external Fund Managers.
  • Monitor tax efficiency within client mandates.

Qualifications, Experience and Key Competencies:

  • Tertiary studies in financial, mathematical or related field.
  • Completed or busy with CFA Charter qualification.
  • A minimum of 3 years related work experience.
  • Excellent computer literacy/skills (basic data & coding an advantage).
  • Excellent verbal and written skills.
  • Working knowledge of Regulatory environment.
  • Accuracy and attention to detail.
  • Problem solving / adaptability / curiosity.
  • Ability to function and prioritise under pressure.
  • Professionalism and ability to relate internally / externally.
  • Ability to function as part of a team as well as independently.
  • Accountable, loyal, discreet, conscientious, curious, granular.
  • To manage long-term capital well, you need a long-term view of the position.

Accountant – Cape Town

Our client, based in the Southern Suburbs of Cape Town, is seeking an Accountant to join their team. The purpose of the role is to provide accurate cost & financial information, and appropriate guidance that will assist in managing the business planning and cost analysis processes for the respective business units. This entails data analysis, cost planning and forecasting, stakeholder engagement, formulating scenarios and reporting deliverables which provide comprehensive insight.

Key Responsibilities:

  • Cost Accounting, Revenue and Budget Controls
  • Business support – Providing commercial and cost management support & guidance to the company’s business area and the following stakeholders: Facilities, Security, Information Management, Human Resources, Supply Chain, Environmental, Safety, Finance, and General Management.
  • Ensuring valid cost classification of non-chargeable costs.
  • Facilitating the planning process with respective budget holders, uploading and scrutinizing budget and forecast inputs aligned to scope requirements and management directives. Proposing cost-effective measures as necessary.
  • Analysing and providing commentary on variances between forecast, actuals & budget and making recommendations to management where necessary – aligned to internal reporting requirements to budget holders.
  • Reviewing the adequacy of cost drivers for shore-based areas aligned to the principles of Absorption Costing, proposing amendments where necessary, and uploading required changes.
  • Preparing cost reports and presentation content as required by the respective business areas and management team.
  • Reviewing final commercial cost close-out of the company repair costs in collaboration with business stakeholders and submitting accurate revenue billing requirements to Finance stakeholders timely.
  • Supporting scenario planning and financial modelling on an ad hoc basis, as and if required.
  • Maintaining the projects system for the company’s cost area whilst ensuring appropriate budget control measures are adhered to. This includes structure creation, funding management, and the settlement process. Ensuring appropriate management of costs in an SAP cost centre structure including maintaining SAP assessment cycles and running assessments monthly and for cost planning purposes. Assisting with SAP-related testing, as and when required.
  • Performing month-end procedures on SAP including running settlements, assessments, and journal postings for cost accruals and cost reallocations based on cost analysis performed.
  • Preparing South African & Namibian VAT return supporting schedules and payment documentation.
  • Obtaining timeous confirmation from business stakeholders for assets to be capitalised ensuring assets are accurately capitalised with appropriate useful lives and master data. Facilitating asset scrapping process with business stakeholders as required and ensuring assets are tagged timeously.
  • Weekly supplier payment proposal review and posting and ad hoc supplier posting of transactional documents parked by the creditors section, if required.

Qualifications, Experience and Skills:

  • BCom Accounting Degree with very good knowledge of cost accounting.
  • At least 3 years of appropriate experience in financial and cost accounting would be advantageous
  • Financial analysis aptitude and ability to provide quality recommendations and solutions.
  • Systems knowledge – Excel Advanced and SAP system would be advantageous.
  • Good interpersonal and communication skills with the ability to clearly convey information and innovative ideas to a diverse stakeholder community
  • Ability to swiftly build and maintain good rapport with stakeholders as this is primarily a business facing role.
  • Be able to work efficiently with unquestionable accuracy whilst ensuring that tight deadlines are met
  • Ability to work well under pressure with resilience during times of change.
  • Ability to work in a team and contribute to team success by actively participating as a member of the Finance team with care and trust to achieve team goals.
  • Analysis and logic, systematic and orderly planning, attention to detail.
  • Ability to think creatively and take an innovative and flexible approach to problem solving in a fast changing innovative driven company.
  • Self-starter who can work with minimum supervision and the ability to work independently
  • An incumbent who is passionate and energetic about supporting the business whilst ensuring adherence to sound financial controls. The incumbent must also be open to continuous on-the-job learning within a supportive team environment.

Fund Accountant Team Leader – Southern Suburbs CT

Our client, based in Southern Suburbs CT, is looking for a dynamic, passionate and results driven individual to join their small team of 9 employees with a specific focus on pulling together the finance and operations of both entities of the company. The administration of both entities is outsourced to a third-party provider, therefore the day to day, month end, quarter end and annual reporting requirements are largely regulatory submissions including month end management reporting to the executive management team.

Key Responsibilities:

  • Core accounting responsibilities focus on end-of-month/year end closing, preparing periodical profit and loss statements, balance sheets, cashflow statements, budgeting and forecasting and assisting in the audit and AFS.
  • Deeply embedded in daily business operations, working cross-functionally, and end to end processing.
  • Need to understand all business processes, front to end, to ensure the appropriate accounting treatment is used.
  • Reviewing of all month end reporting.
  • Understanding and involvement in the internal audit reviews across finance, compliance and operations.
  • Understanding and involvement in the risk reporting.

Qualifications and Skills:

  • CA (SA) or relevant finance qualification with a minimum of 4-5 years’ experience.
  • A strong finance background is the foundation, with knowledge of financial reporting standards (IFRS, GAAP, etc) and all finance function processes.
  • Analytical and curious mindset, and a natural problem solver is crucial.
  • Be creative – work with the technology, make improvements and enhance the process.
  • Given that you might be working or even leading small internal projects, strong project management, stakeholder relationship and collaboration skills are vital.
  • The various relationships you need to manage – both internally and externally – require excellent interpersonal and communication skills, as you’ll have to negotiate and manage divergent interests for the sake of the end goal.
  • Good planning and organisational skills, self-management and enthusiasm are essential, along with the ability to work in changing environments, perhaps under limited guidance and to deadlines.
  • Knowing data and systems means generating better reports for analysis. Knowing what data is available, where it’s from, how it can be presented and who or what it can benefit will improve the accuracy of all reporting.

Knowledge on the following regulations would be an advantage:

  • Insurance Act 18 of 2017
  • Prudential Standards – Governance and Operational Standards for Insurers
  • Financial Advisory and Intermediary Services Act 37 of 2002 (“FAIS”)
  • Financial Intelligence Centre Amendment Act 1 of 2017 (“FICAA”)
  • Collective Investment Schemes Control Act 45 of 2002 (“CISCA”)
  • Solvency Assessment and Management (“SAM”)