Wealth Manager

A boutique firm in the Southern Suburbs is looking for an experienced Wealth Manager to join their team.

The ideal candidate will meet the following requirements:

  • An individual who is networked within Western Cape.
  • Business acumen.
  • Born entrepreneur looking an opportunity to grow their business.
  • Tertiary qualification – Bcom and CFP.
  • Proven track record in the financial industry.
  • Consulting with high net worth individuals.
  • Has an existing portfolio of clients.

A few of the responsibilities of the position but not limited to:

  • To secure new business and assets for the portfolio and wealth management divisions of the business
  • To provide comprehensive wealth management solutions to clients
  • To build effective client relationships and service
  • Consistently achieve new business targets

The compensation package is negotiable and is commensurate with experience

Senior Bookkeeper/Accountant

Senior bookkeeper/Accountant

Our client is a firm based in Claremont. They are recruiting for a Senior Bookkeeper/Accountant with extensive bookkeeping/accounting experience.

 Responsibilities & skills

  • The position will involve taking responsibility for the full bookkeeping function (including management accounts) for a number of clients operating in a range of industries.
  • The ability to work independently is important
  • Very good communication skills are essential as the position would involve dealing directly with business owners to discuss queries as well as to go through their management accounts
  • A tertiary and bookkeeping/accounting qualification is essential
  • Extensive experience with Pastel Partner and/or Quickbooks is essential


SAIPA qualified

1-2 years experience