Senior Bookkeeper/Accountant

An international company in the mining industry is looking for a Senior Bookkeeper to join their finance team.

• 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

• Min of 10 years bookkeeping experience to B/S and a National Dip in Accounting or a
• BCom and 5 years exp (SAIPA/SAICA)

Key competencies:
• Experience on Pastel Evolution
• 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

Head of Finance

A global Investment Advisory company specializing in the Private Equity Fund Management space is looking to recruit CA (SA) to lead their finance team.

In this role you will be required to:
• Prepare statutory financial statements in multiple jurisdictions
• Prepare and review deliverables for quarterly reporting to investors
• Prepare audit information
• Ensure compliance from a finance perspective
• Cash Management
• Support transactions team with portfolio structuring
Ideal candidates:
• Have an high aptitude for problem analysis and resolution
• Strong organisational skills
• Strong quantitative and deductive reasoning skills


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
It is important to us that this person has the following experience and knowledge:
• Experience with consumer retail
• Has previous experience as a CEO but is now working in a CFO role
• Has good knowledge of POS IT systems, preferably with XERO and Fathom software
• Experience with setting up stock control, inventories, budgets and due diligence

The role offers a competitive salary, medical aid and the opportunity to work remotely.

Associate/ CA (SA) newly qualified/Private Equity

A fantastic Cape Town based opportunity has recently opened up at an independent financial boutique company specializing in the infrastructure, resource and energy sector. If you are looking for a varied role and would like to get into the project finance, financial management and Private Equity space, then this is the role for you.

Ideal qualification is a newly qualified CA(SA) or Business Science graduate with a CFA level qualification.

Core responsibilities will include:

Preparation of monthly management accounts, preparation of annual financial statements, preparation of all tax submissions, assistance with the annual valuation of the portfolio

Financial Advisory:
Preparation of deal presentations, all research required re the preparation of Project Information Memorandums, drafting of term sheets (both debt and equity), financial model assistance (new builds and client adaptions)and assistance with the review of all legal documentation.

If you are results driven, ambitious and committed to the end goal then please send us you cv.

Project Manager and Business Analyst

Conova is a financial recruitment agency based in Cape Town and has clients in the financial services and Asset Management industry looking for experienced Business Analysts and Project Managers.
Positions would incorporate some or more of the following duties:

Business Analyst skills
• Enterprise Analysis
• Presentation, Facilitation and workshop management
• Requirements gathering
• Problem solving and analysis
• Defining and managing Solution Scope
• Documenting requirements (Business and Functional)
• Process and Information Modeling
• Interface analysis and design
• Agile Analysis and design
• Stakeholder management
• Use Case management
• Testing management
• Translating Business requirements to IT

Project Management Skills:
• Enforce the Project Management Life Cycle
• Business Case Management
• Create & manage project plans
• Define project schedules, allocate resources and monitor progress
• Align project objectives with company goals, and make sure project team is clear on objectives
• Deliver and install technology solutions
• Help project team with the design and development tasks


A global Investment Management company based in Century City is looking for an immediately available CA (SA) ideally with a years post articles experience for a contract role to take them through to December.

In this role you will be required to 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

Portfolio Administrator

Our Client seeks a Portfolio Administrator who will be primarily responsible for performing the tasks that comprise the administrative service offering to clients.

A moderate level of technical knowledge is needed; industry experience and knowledge of regulatory requirements will be a definite advantage. The core competencies for this role is excellent communication abilities, strong time management and follow up ethic, attention to detail and a strong client service ethic.

Duties and Responsibilities – (but not limited to)
Implementation of all new business, investment and risk business.
Follow up fund manager, life office and any outstanding documentation from the client.
Input of all relevant client details and documentation on the Client management system.
Keeping clients informed as to the progress of their matters per company policy.
Implementation of all switches and redemptions.
Implementation of all changes to insurance benefits.
Co – ordination of all claims correspondence.
Ensure all changes to client details are communicated to and implemented by the appropriate fund managers and life offices.
Ensure all client queries are solved in an efficient manner.
Maintain all client records in line with company policy.

Prepare new client files.
Produce any documentation or correspondence as required by the adviser.
Attend or contribute towards client meetings as requested by the adviser
Contribute towards the management of the ongoing client relationships in-line with the sales and service offering.
Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation.

Desired Qualification
Matric with business related diploma or degree
Industry experience – Investment and insurance products

Claims Service Executive

Our Client in the insurance industry is looking for someone who is extremely self-motivated and possesses personal qualities that range from being extremely personable (easy going), fun, energetic etc. to, also being analytically minded, systems savvy, organised, proactive in using their initiative, and highly professional in their performance delivery.

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.
Reports to the Claims Manager.
CTC remuneration package on offer = market related salary + provident fund + risk benefits.
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

Employee Benefits Administrator

Main Purpose of Job
To grow and manage the corporate solutions (employee benefits) offering to corporate clients. This includes medical aids (including gap cover), provident funds, and risk benefits

Required Experience
• Minimum of 3 years’ experience in employee benefits (provident funds, specifically Momentum Funds at Work)
• 1-3 years’ experience of medical aid (with specific focus on Discovery and Momentum products)
• 1 year of experience of risk products, including life insurance, disability and dread disease

Required Education
• BComm or equivalent tertiary qualification
• RE5 Certification
• Completed supervision (medical aid)
Professional registration (if applicable) CFP will be an advantage, not a requirement

Computer Literacy
MS Office suite (Word, Excel, Outlook, Powerpoint), Xplan, Astute and related financial software

Personal profile and competencies
Presentation skills, empathy, listening skills, sales skills, marketing skills, accuracy, organising and planning, quality orientation, communication, professionalism, compliance and attention to detail.

Internal Consultant/Senior Paraplanner

Our client is looking to hire a technically strong Paraplanner to join their successful team.

Candidates must have three years’ experience in Wealth and Portfolio Management as well as strong FICA and FAIS compliance knowledge. They must have a BCom degree and preferably post-grad studies, and be looking at completing a CFP.

Duties of the role:

Internal consulting support to all Wealth Managers and Directors
1. Provide the following support to the Wealth Management Department:
• Construct & produce Asset Allocation reports
• Construct & produce new client Proposal Reports
• Review these client reports with Wealth Manager
• Ensure sufficient implementation of Mini-Asset Allocation Reports for Wealth Manager Assistants
2. Provide technical client specific support e.g. CGT calculations, fee & performance queries, risk profile calculations, assist with switches between platforms
3. Prepare information for compiling fact sheets and marketing material
4. Minute Monday Morning Meeting Notes, Investment Committee Meetings & external investment/consultant meetings – distribute where appropriate
5. Construct client presentation material when required
6. Update Website, Reception Area & Find-an-Advisor with marketing material
7. Assist in the development and maintenance of wealth management products / strategies
8. Assist with preparation of new business proposals for >10 million clients
9. Assist with servicing of >10 million clients

Implementation and effective running of the X Plan system
1. Fulfil XPlan expert role i.e.
1.1. Ensure the smooth running of XPlan through transferring all relevant company information onto XPlan.
1.2. Train all relevant parties (staff) on XPlan.
1.3. Stay updated on XPlan changes and updates and inform all staff.
1.4. Assisting staff with Xplan queries, lodging XPlan Queries and follow-up
1.5. Assisting with XPlan performance project
1.6. Assist with daily / weekly / monthly admin
1.7. Assist with projects e.g. duplicate client clean up