77 Financial Advisory jobs in South Africa

• Cluster: Personal and Private Banking | Private and Wealth | Investments
• Please Note: Preference will be given to applicants from Underrepresented Groups

To oversee and provide support with regards to the products and platforms that are covered in the Product Houseview.

• Conduct initial and ongoing product and platform due diligence.
• Reporting on product and platform penetration, sales, performance, trends and forecasts.
• Product training and support to the business, including induction, provider training and ongoing awareness.
• Ongoing competitor analysis and market insights to ensure that there are no gaps in our approved product offering, and that our houseview is comprehensive compared to market.
• Maintain approved funds and solutions on approved platforms
• Maintain the product specific training platform and ensure that content gets reviewed, updated and approved on a regular basis.
• Provide frontline support with product comparison, appropriateness of products, deal-making and structuring.
• Build and maintain relationships with frontline, product providers and platforms.

• Relevant Tertiary Qualification

CFP Certification

3 - 5 years relevant experience supporting advisors and financial planners with product support, including but are not limited to Unit Trusts, Long-Term insurance products and other Investments.

• Communication Strategies
• Data analysis
• Industry trends
• Principles of financial management
• Relevant regulatory knowledge
• Decision-making process
• Cluster Specific Operational Knowledge
• Governance, risk and controls
• Customer Focus
• Decision Making
• Facilitating Change
• Initiating Action
• Technical/Professional Knowledge and Skills

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Please contact the Nedbank Recruiting Team at +27 860 555 566

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Nedbank Ltd Reg No 1951/0009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

Als manager van onze Samenstelpraktijk in Venlo werk je zelfstandig en begeleid je de assistenten van jouw afdeling. Dit geeft je energie en voldoening. Met jouw hands-on en oplossingsgerichte mentaliteit ben jij in staat om de ambities van midden- en kleinbedrijven waar te maken. Je bent initiatiefrijk en creatief waardoor je vorm geeft aan je eigen carrière en de organisatie hierin meeneemt. Dit alles maakt je werk afwisselend en uitdagend!

• Jij hebt al eerder met dit bijltje gehakt en bent klaar voor een volgende stap;
• Jij spart graag met gelijkgestemden en vindt het fijn om in een team te werken;
• Jij houdt van structuur, maar ook van een ongedwongen samenzijn met collega’s op zijn tijd;
• Jij bent een sparringpartner voor collega’s en klanten;
• Jij bent verantwoordelijk voor de planning, het samenstellenen reviewen van jaarrekeningen;
• Jij draagt actief bij aan de voortdurende optimalisatie en digitalisatie van de dienstverlening;
• Jij neemt graag de leiding over een verscheidenheid aan projecten en je deelt jouw visie en ervaring graag met het team;
• Jij bent in staat kritisch te zijn ten opzichte van eigen werkzaamheden en dat van teamleden, je signaleert tijdig mogelijke problemen en draagt zorg voor mogelijke oplossingen;
• Jij hebt een afgeronde AA opleiding en ruime werkervaring in Accountancy.

Jij neemt graag de leiding in het gehele cliënttraject, neemt verantwoordelijkheid en fungeert als veelzijdige gesprekspartner. Je wordt gewaardeerd als expert binnen jouw vakgebied en streeft ernaar waardevolle cliëntrelaties op te bouwen te onderhouden. Je ziet kansen in de markt en weet deze ook te benutten.

Heb jij gevoel voor het verhaal achter de cijfers en houd je van samenwerken, adviseren en toegevoegde waarde leveren? Dan is dit een interessante vacature voor jou!

Door de groei van onze organisatie zijn wij continu op zoek naar talentvolle collega’s voor ons team in Venlo. Vraagstukken die bij onze MKB klanten spelen maken jou enthousiast en geven je de uitdagingen waar je naar op zoek bent.Binnen het team van Financial Advisory Services in Venlo krijg je alle ruimte voor persoonlijke ontwikkeling. Je leert door samenwerking met je directe collega’s, maar ook van collega’s in andere servicelines. Als Senior Assistent Accountant op onze samenstelpraktijk kun je hiermee aan de slag. Je start als Senior Assistent Accountant en krijgt de mogelijkheid om op jouw eigen manier door te groeien tot een volwaardig MKB-accountant & adviseur.

• Je hebt een afgeronde hbo-opleiding en bent bezig met Post HBO AA;
• Je hebt teamspirit, een flinke dosis enthousiasme en zoekt de perfecte balans tussen eigen verantwoordelijkheid en samenwerken;
• Je wilt kwaliteit leveren, hebt een sterk analytisch vermogen en houdt overzicht over de dienstverlening aan je klant;
• Je houdt van adviseren, communiceren en meedenken met de klant;
• Je werkt graag in een omgeving waar innovatie en kwaliteit voorop staan;
• Je durft out-of-the-box te denken en komt met frisse ideeën om processen te verbeteren;
• Je houdt van afwisseling in je werk en hebt ervaring met Exact Online of een vergelijkbaar boekhoudprogramma;
• Je wilt een allround en generalistische MKB-accountant & adviseur worden.

Kloppende cijfers geven jou energie! In deze functie draag je zorg voor klantadministraties, het klaarzetten van betalingen en het voorbereidende werk van BTW-aangiftes. Je bent in staat om zelfstandig een volledige boekhouding te voltooien en werkt nauw samen met klanten en collega’s om de beste resultaten te behalen. Geen dag is hetzelfde, dankzij de uiteenlopende vraagstukken die van belang zijn voor MKB-ondernemers.

Met jouw brede ervaring en intrinsieke motivatie neem je de rol van trusted advisor op je. Je weet jouw technische kennis te combineren met een sterke betrokkenheid bij de klant. Naast je werk voor MKB-klanten ondersteun je grotere klanten bij het Pré-Audit proces, waarbij je helpt met het opstellen van jaarrekeningen en een adviserende rol vervult. Dit maakt jouw werk dynamisch, uitdagend en vol mogelijkheden om je verder te ontwikkelen.

Ons kantoor in Venlo biedt een fijne en professionele werkomgeving, waar je de ruimte krijgt om jezelf te ontwikkelen. Je werkt in een gedreven team waarin samenwerking centraal staat en waar ook ruimte is voor gezelligheid, zoals een gezamenlijke lunch of een borrel.

Heb jij gevoel voor het verhaal achter de cijfers en houd je van samenwerken, adviseren en toegevoegde waarde leveren? Dan is dit een interessante vacature voor jou!

Door de groei van onze organisatie zijn wij continu op zoek naar talentvolle collega’s voor ons team in Venlo. Vraagstukken die bij onze MKB klanten spelen maken jou enthousiast en geven je de uitdagingen waar je naar op zoek bent.Binnen het team van Financial Advisory Services in Venlo krijg je alle ruimte voor persoonlijke ontwikkeling. Je leert door samenwerking met je directe collega’s, maar ook van collega’s in andere servicelines. Als Senior Assistent Accountant op onze samenstelpraktijk kun je hiermee aan de slag. Je start als Senior Assistent Accountant en krijgt de mogelijkheid om op jouw eigen manier door te groeien tot een volwaardig MKB-accountant & adviseur.

• Je hebt een afgeronde hbo-opleiding en bent bezig met Post HBO AA;
• Je hebt teamspirit, een flinke dosis enthousiasme en zoekt de perfecte balans tussen eigen verantwoordelijkheid en samenwerken;
• Je wilt kwaliteit leveren, hebt een sterk analytisch vermogen en houdt overzicht over de dienstverlening aan je klant;
• Je houdt van adviseren, communiceren en meedenken met de klant;
• Je werkt graag in een omgeving waar innovatie en kwaliteit voorop staan;
• Je durft out-of-the-box te denken en komt met frisse ideeën om processen te verbeteren;
• Je houdt van afwisseling in je werk en hebt ervaring met Exact Online of een vergelijkbaar boekhoudprogramma;
• Je wilt een allround en generalistische MKB-accountant & adviseur worden.

Kloppende cijfers geven jou energie! In deze functie draag je zorg voor klantadministraties, het klaarzetten van betalingen en het voorbereidende werk van BTW-aangiftes. Je bent in staat om zelfstandig een volledige boekhouding te voltooien en werkt nauw samen met klanten en collega’s om de beste resultaten te behalen. Geen dag is hetzelfde, dankzij de uiteenlopende vraagstukken die van belang zijn voor MKB-ondernemers. Met jouw brede ervaring en intrinsieke motivatie neem je de rol van trusted advisor op je. Je weet jouw technische kennis te combineren met een sterke betrokkenheid bij de klant. Naast je werk voor MKB-klanten ondersteun je grotere klanten bij het Pré-Audit proces, waarbij je helpt met het opstellen van jaarrekeningen en een adviserende rol vervult. Dit maakt jouw werk dynamisch, uitdagend en vol mogelijkheden om je verder te ontwikkelen. Ons kantoor in Venlo biedt een fijne en professionele werkomgeving, waar je de ruimte krijgt om jezelf te ontwikkelen. Je werkt in een gedreven team waarin samenwerking centraal staat en waar ook ruimte is voor gezelligheid, zoals een gezamenlijke lunch of een borrel. #J-18808-Ljbffr

BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.

Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.

Leadership and Direction

• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
• Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
• Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.

Business Planning

• Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
• Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
• Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.

Stakeholder Engagement (Internal and External)

• Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Promoting Customer Focus

• Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

Organizational Capability Building

• Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
• Coach and mentor others to support the development of the organization's talent pool.

Compliance

• Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
• Drive the application of good governance principles and legislative compliance within the environment.

Performance Management

• Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Personal Capability Building

• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
• Sell complex, often customized products and services to significant customers and/or manage a significant sales department.

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)

General Experience

• 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)

Managerial Experience

• 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices – and we’re all working towards one goal : to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties and Responsibilities :

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through :
• proper planning before the assignment,
• appropriate coaching during the assignment,
• attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
• managing the WIP appropriately and within budget, where applicable, billing the engagement, and
• closing the engagement.
• Is an effective project manager
• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
• Establish effective working relationships directly with key clients and broader BDO stakeholders.
• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
• Assess and manage project risks, processes, and controls.
• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
• Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
• Takes on operational role / s within the business, in addition to allocated client assignments
• Participate in proposal development as and when required
• Participate in training efforts

Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices - and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties And Responsibilities

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
• proper planning before the assignment,
• appropriate coaching during the assignment,
• attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
• managing the WIP appropriately and within budget, where applicable, billing the engagement, and
• closing the engagement.

• Is an effective project manager
• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
• Establish effective working relationships directly with key clients and broader BDO stakeholders.
• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
• Assess and manage project risks, processes, and controls.
• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
• Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
• Takes on operational role/s within the business, in addition to allocated client assignments
• Participate in proposal development as and when required
• Participate in training efforts
  
  

• Bcom Internal Audit
• Bcom Information Systems/Informatics
• Bsc Computer Science
• CISA, CA(SA) or CRISC
  
  

• 5 to 6 years of IT Audit Experience
• Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
  
  

• General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
  
  

• Effective Communication Skills, both written and verbal.
• Problem-solving techniques and effective conflict management skills.
• People management skills
• Ability to engage with top management and clients.
• Ability to establish and maintain strong relationships.
• Mentoring and coaching skills
  
  

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other
• Industries Accounting

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At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties and Responsibilities:

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:

  -    proper planning before the assignment,

  < >-    appropriate coaching during the assignment,
  < >-    attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
  < >-    managing the WIP appropriately and within budget, where applicable, billing the engagement, and
  < >-    closing the engagement.
  /li>
• Is an effective project manager
• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
• Establish effective working relationships directly with key clients and broader BDO stakeholders.
• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
• Assess and manage project risks, processes, and controls.
• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
li>Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
• Takes on operational role/s within the business, in addition to allocated client assignments
• Participate in proposal development as and when required    
< i>Participate in training efforts 

Qualifications:

• Bcom Internal Audit   
< i>Bcom Information Systems/Informatics    < i>Bsc Computer Science    < i>CISA, CA(SA) or CRISC

Experience and Knowledge:

• 5 to 6 years of IT Audit Experience
• Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Technical Competencies:

• General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Behavioral Competencies:

• Effective Communication Skills, both written and verbal.
• Problem-solving techniques and effective conflict management skills.
• People management skills
• Ability to engage with top management and clients.
• Ability to establish and maintain strong relationships.
• Mentoring and coaching skills

BDO Core Competencies:

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance

The appointment will be made in terms of the firm’s Employment Equity Policy.

ABOUT THE JOB:

ABOUT BDO SOUTH AFRICA :

BDO is a leading global provider of audit and assurance, financial advisory, risk advisory, technology advisory, and tax and related services. A part of a global network of member firms, BDO ranks number six internationally and number five in South Africa. We operate from nine offices in the country and in 163 other countries around the globe. Our experienced teams serve more than 49 JSE-listed domestic clients and more than 150 international clients. As the South African member firm of the global BDO organisation, BDO South Africa is one of the fastest growing professional services networks globally and would be a great choice for you to kickstart your career.

CULTURE AT BDO - CLARITY:

Clarity is the driving force at BDO, enabling us to deliver on the expectations of our clients and society and strengthen our role in being a responsible firm. It provides us with direction and certainty, which further assists in building trusting relationships with our people, peers, clients, and regulators. This has led to the development of the BDO Clarity Charter – our formal commitment as individuals and as a firm to being ethical, independent, and quality-driven.

ABOUT THE DIVISION:

FSA is an established advisor within the financial services industry. Our vision is to be the leading provider of advisory services to the financial services industry in South Africa.

ABOUT THE GRADUATE PROGRAM:

The Financial Services Advisory (FSA) graduate program is designed for graduates seeking to operate (and disrupt) as technologists within the Financial Services industry. The program entails extensive exposure to blue-chip clients and their management (both locally and globally) emerging trends in the technology space along with their governance and management, and a wealth of industry-leading insights and knowledge.

JOB DESCRIPTION:

Why BDO FSA?

• Personal and professional growth: At BDO, our aim is to help you grow – in your career professionally and in a personal capacity.
li>Focus on collaboration: We build success through collaboration, allowing you to develop strong relationships with colleagues, clients, service providers, regulators, and other stakeholders.
• Work hard, play hard: We believe that ‘play’ is just as important as ‘work’. A number of our internal programmes and initiatives encompass charity and social events that continuously aim to enhance our unique people culture.
• Un que learning opportunities: As advisers of the future, we know that every project at BDO South Africa is different from the other and the same goes for our clients. This provides young minds entering the industry with an opportunity to tackle fresh challenges, expand their professional network, and constantly update their skills by being a part of leading-edge projects.
• Continuous learning opportunities: underpinned by continuous change and evolution, gaining experience in the field of Advisory means continually always learning and growing throughout your career. This is facilitated by BDO’s training and mentorship opportunities, and a mindset centred on innovation and creativity embraced by all professionals that are a part of our team.
li>Diverse culture: In addition to the Clarity Charter that is the foundation of our culture, BDO continuously aims to embrace diversity, promote equality, and build a rich and vibrant culture in the workplace.
• Be a part of an experienced team: At BDO, you can be surrounded by industry-leading professionals in the Financial Services industry and learn from their years of experience, professional growth, and unique career trajectories.

  WHAT WE OFFER:

• Unrivalled learning opportunity. We perform advisory services, which means every project is different, providing you with fresh challenges and the opportunity to expand your professional network.
• Exciting career growth prospects with remuneration to match the prospects of collaborating with professionals who are leaders in their field. The opportunity to explore less traditional actuarial fields and be more involved in leading edge projects.
• Extensive exposure to a broad range of risk work, providing the opportunity to build and strengthen a broad range od risk management skills.
• A large team of professionals to support business and professional growth and provide project resources
• Be a permanent member of our team from day one!
• The global BDO network provides opportunities to travel and access international best practices.
• Competitive policies for further studies and study leave.

QUALIFICATIONS

University graduate or in their final year of study in: (BCom / BSc / BBSc) or post-graduate degree, specialising in any of the following relevant fields:

• Information Systems/ Informatics;
• Information Technology;
• Actuarial Science;
• Computer/Data Science/Analytics;
• Mathematical Sciences/Statistics;
• (Applied/Financial) Mathematics;
• Quantitative Risk Management;
• (Applied) Statistics; or

The intention to pursue a professional qualification (CFA / FRM / PRM / FIA / FASSA) is advantageous.

Additional skills that would be advantageous:

• Computer Literacy: Office 360 tools.
• Experience in C#, Python, R, or SAS.

• Internal audit.