What Financial Performance Jobs are in Centurion?

• Serve as a primary point of contact for clients and assist with client service delivery.
• Liaise with product providers and assist Financial Planning Partners with client queries.
• Implement administrative processes and ensure compliance with internal procedures.
• Support complaint resolution processes where required.
• Maintain strong client relationships through professional and responsive service.

• Collect and prepare client information, fact finds, and documentation for client engagements.
• Manage client onboarding processes including FICA and AML compliance checks.
• Process new business applications and client transfers.
• Monitor underwriting and follow up on outstanding requirements.
• Ensure accuracy and completeness of documentation before submission.
• Track and manage commissions and fee payments from product providers.

• Maintain accurate client records in the CRM system.
• Capture client demographic and financial data.
• Upload and manage all documentation within the client management system.
• Prepare client portfolio reports and consolidated reports for reviews.
• Maintain diary systems and manage client review schedules.

• Provide administrative support to Portfolio Managers and Client Relationship Managers.
• Ensure mandates and applications are correctly prepared and submitted.
• Monitor tasks and workflows through the CRM system.

• Assist with the organization and coordination of client events.
• Support communication with clients in line with the client management plan.
• Assist with RSVP management and event coordination.

• Assist with general office administration.
• Manage meeting room bookings, stationery orders, and office supplies.
• Support general practice operations where required.

• 23 years' experience in the financial services industry advantageous.
• Experience supporting financial planners or wealth advisors preferred.

• Relevant tertiary qualification or financial services courses advantageous.

• Understanding of financial planning practices
• Knowledge of FAIS and FICA legislation

• Strong administrative and organizational skills
• High attention to detail and accuracy
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and deadlines
• Strong client service orientation
• Proactive and solutions-driven approach
• Ability to work both independently and collaboratively
• Professional and confidential handling of client information

• Microsoft Office (Excel, Word, Outlook)
• CRM systems (experience with financial planning software advantageous)

• Assist with budgeting and financial reporting processes
• Manage dividend calculations and distributions
• Prepare variance analysis and provide clear, insight-driven explanations
• Support financial controls and audit processes

• BCom in Accounting or related field (essential)
• Minimum 2 years relevant finance experience
• Hospital experience (non-negotiable)
• Comfortable operating in a regulated, high-performance environment

• Grade 12 (Matric Certificate).
• Tertiary Qualification or studying towards a degree in Accounting, Finance or any related field.
• Accredited with SAIPA, CIMA, SAICA.

• Proven experience in a financial environment.
• 2 or more years post article experience.

• Solid knowledge of accounting principles, laws, and regulations.
• Experience with Accounting Software (SAGE Evolution, Meat Matrix knowledge will be beneficial)

• Established proficiency in Microsoft 365 office suite with an emphasis on MS Excel.
• Effective communication skills both verbal and written.
• Ability to prioritise work and very good organisational skills.
• Ability to work under pressure and manage deadlines.
• Attention to detail and problem solving
• Implementing new controls

• Assist with month end journals, reconciliations and trial balance review.
• Preperation of monthly working file. Income Statement and Balance Sheets.

• Accurate reporting and feedback to factory General Managers.
• Accurate reporting to sales with regards to rebates.

• Assist with loading payments, transfers, beneficiaries on the online banking platform.
• Capture/post journals on SAGE Evolution.

• Issue CAPEX numbers, load CAPEX payments, filing, import machinery bought from foreign countries, apply for LOC application, load Foreign payments and beneficiaries.

• Compile management accounts of smaller group companies up until auditing level.

• VAT, Income Tax and Provisional Tax calculations and submissions.

• Manage insurance claims and the administration of any insurance related tasks.

• Management of Quantum Lean Benchmarks and delegation of the tasks related.

• Any adhoc tasks as communicated by Account Section Supervisor / Financial Manager.
• Assisting with audit related tasks.

Role: Paraplanner
Category: Financial Services
Location: Pretoria
Salary: Market-related


Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is to prepare written Records of Advice and perform technical calculations on behalf of Wealth Managers and Advisors for both existing and future clients.


Key Responsibilities:

Financial Planning & Advice: Prepare written Records of Advice, technical calculations, and technical advice on behalf of Wealth Managers and Advisors as per company policies.

Analysis & Recommendations: Conduct comprehensive technical analyses required to draft financial plans, including fund comparisons, fees, CGT, penalties, fact sheets, and product benefits. Prepare accurate recommendations and financial plans prior to client planning meetings.

Workflow Coordination: Assist in co-ordinating, prioritising, and monitoring paraplanning work requests through the hub processes and procedures.

Client & Advisor Support: Accompany Wealth Managers and Advisors at initial and presentation client meetings where required. Prepare review reports for clients on agreed frequencies in collaboration with the Sales Support team.

Risk Cover Planning: Plan for risk cover and benefits through quote requests received from Wealth Managers and Advisors.

Database & Data Integrity: Capture client financial information from financial needs analyses, update the database with accepted plans, and ensure precise implementation according to the plan.

Information Gathering: Identify and collect outstanding information required for the accurate completion of work requests from the relevant parties.

Policy & Project Participation: Support the development of paraplanning policies and participate in assigned projects, such as reviewing Record of Advice templates and writing procedures.

Practice Standards: Support practice management standards through annual reviews, segmentation, and differentiated servicing of clients.



Requirements:

Education: Minimum requirement of a Post Graduate Diploma in Financial Planning.

Technical Knowledge: Broad range and depth of technical knowledge across multiple product providers and benefit types.

Compliance Expertise: Strong knowledge of compliance requirements for FAIS and FICA, with a thorough understanding of compliance issues associated with providing financial advice. Having passed the Regulatory Examination (RE5) is highly preferred.

Software Skills: Excellent Microsoft Word and Excel computer skills, with advanced skills preferred. Experience using financial planning modelling software such as Elite and Dynamics is highly advantageous.

Communication Skills: Strong written, interpersonal, and report writing skills, with the ability to develop rapport and empathy with Wealth Managers and Advisors.

Work Ethic & Attributes: Highly energetic, self-starting, and able to work independently as well as part of a team. Must demonstrate high ethical standards, integrity, trustworthiness, and a strong service ethic.

Time Management: Strong organizational skills with the flexibility to manage multiple tasks simultaneously and deliver to tight deadlines under pressure.

• B.Com Degree in Finance, Accounting, or related field
• 13 years' relevant finance experience
• Experience within a stock/inventory environment is essential
• Strong understanding of financial controls and reporting
• Excellent attention to detail and analytical skills
• Proficient in Microsoft Excel and accounting systems

• Managing the full finance function
• Processing and reviewing financial transactions
• Preparing monthly management accounts and financial reports
• Managing accounts payable and accounts receivable
• Bank reconciliations and cash flow monitoring
• Inventory/stock reconciliations and reporting
• Assisting with budgeting and forecasting
• VAT calculations and statutory compliance
• Liaising with auditors and external stakeholders
• General finance and administration duties

• Prepare and review monthly management accounts and financial reports
• Oversee month-end and year-end reporting processes
• Manage reconciliations, financial controls, and the integrity of financial records
• Support budgeting, forecasting, and financial analysis to drive business performance

• BCom Degree in Accounting or Finance (essential)
• CIMA qualification or studying towards CIMA (essential)
• Minimum of 5 years' experience in a Senior Financial Accountant role
• Hospitality and gaming industry experience (essential)
• Strong ERP systems exposure coupled with advanced Microsoft Excel skills

• 27 years' experience in banking litigation.
• Computer literate with good working knowledge of Microsoft Office.
• Relevant degree or certificate.
• Experience with Nedbank systems would be advantageous but is not essential.

• To provide efficient secretarial and administrative support to the banking litigation team, ensuring the accurate and timely handling of banking litigation matters from inception to finalization.

• Monday to Friday: 08:00 17:00

• 2 - 7 years experience in banking litigation.
• Nedbank specific experience (i.e systems) will be a plus but not required.
• 10K-15K negotiable depending on experience.

• Client Relationship Management: Act as the first point of contact for clients and manage the implementation of the defined client service experience.
• New Business & Transitions: Oversee the submission and monitoring of new business applications, intermediary appointments, and client transfer transactions.
• Administrative Oversight: Take full responsibility for practice administrative processes, including FICA/AML compliance checks and maintaining accurate client files.
• Financial & Commission Tracking: Monitor commission statements, manage suspense accounts, and escalate fee-related queries with product providers.
• System Management: Utilize Xplan extensively for data capturing, diary management, and task tracking to ensure all records are up to date and accurate.
• Reporting & Reviews: Prepare comprehensive client portfolio reports and consolidated review documentation using NAV, Astute, and other provider platforms.
• Practice Support: Assist with the organization of client events and provide general office management support, including facilities and stationery management.

• Experience: 23 years of experience within the financial services industry is highly advantageous.
• Education: Relevant tertiary education or related industry courses.
• Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) and SharePoint is essential.
• Systems Knowledge: Previous experience with Xplan and Astute is required.
• Industry Knowledge: A solid understanding of FAIS and FICA legislation.

• Meticulous Attention to Detail: Methodical and accurate in handling complex administrative tasks.
• Proactive & Resourceful: An initiative-taking individual who can prioritize effectively and meet deadlines under pressure.
• Strong Communication: Excellent verbal and written communication skills with a professional presence.
• Collaborative: A reliable team player who enjoys working in a regional, multi-contributor environment.
• Problem Solver: Ability to use critical thinking to interpret data and apply creative solutions to client needs.