6 Kpmg jobs in South Africa

Job Description

To provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.

Hello Future, Financial Advisory Administrator

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Identify and escalates potential risks that may lead to increased costs.
• Prevent wastage and identify process improvements to contain and reduce costs.
• Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of an area of work.
• Conduct follows ups with service providers and ensures close out of relevant actions.
• Ensure first time resolution of customer queries or complaints.
• Take ownership of any requirements and follow up on queries escalated to other areas to ensure delivery on agreed timelines and Service Level Agreements.
• Build on product knowledge and customer service based on feedback and guidance from relevant stakeholders.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Execute own work in accordance with the organizational values and code of ethics.
• Adhere to required governance and compliance standards and escalate potential risks for investigation as and when required.

You will be an ideal candidate if you:

• Advisory Industry knowledge
• Ability to support a Financial Advisor
• Experience working in an Advisory environment
• Ability to resolve customer queries and complaints
• Ensure quality and accuracy of outputs
• NQF 6 in financial management or financial qualification
• 3+ min experience in a Financial Advisory support role or Financial Administration role

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• General knowledge of financial statements and financial acumen
• Detail oriented
• Requires expert negotiation and communication skills, both written and verbal
• Requires solid problem-solving skills.
• Analytical skills are required to determine client business needs and requirements.
• Ability to remain calm under various levels of pressure.
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills

Are you interested to take the step? We look forward to engaging with you further. Apply now

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

22/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Join EQ-FIN as a Financial Advisory Professional – Shape Your Future, Empower Others Opportunities across South Africa (full training provided)

Company Description

EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and financial advisers in South Africa and aspire to become the largest, tied independent insurance distribution company in the world. EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work.

Role Description

This is a full-time hybrid role for Financial Advisors, based in either Johannesburg, Pretoria, Durban or Cape Town; with some work from home options available. The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.

Qualifications

• Financial Planning and Financial Advisory skills (will be trained on)
• Minimum 2 years work experience essential
• Knowledge of Finance, Investments and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with clients
• Relevant industry qualifications such as CFP or FAIS an advantage
• A Bachelors degree in Finance, Business Administration, or related field an advantage
• Own car and a valid drivers license essential
• Must have a clear credit record and criminal record
• Must be a South African Citizen or South African Permanent Resident with a South African ID number

You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey.

If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on or for a confidential career discussion.

Provide day to day administrative support to the team.

Assist with client communication and scheduling.

Maintain accurate records and documents

Support compliance and reporting requirements.

Shadow and learn from the financial advisors.

Job Type: Full-time

Education:

• Bachelors (Preferred)

License/Certification:

• License (Preferred)

Work Location: In person

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 

Qualifications:

• Bcom Internal Audit   


• Bcom Information Systems/Informatics   


• Bsc Computer Science   


• 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.

Only short-listed candidates will be contacted.

EY
At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

Join EY and help to build a better working world.

The opportunity
Join our Financial Accounting Advisory Services business within Assurance and you will provide technical consultation to our clients within MENA to specifically focus on the highly technical IFRS accounting challenges that our clients face. You will primarily focus on pre-transaction accounting advice, while contractual and commercial terms are being finalized.

Your Key Responsibilities
Working with our most prestigious clients on their complex, high profile projects, you will lead a team of highly skilled IFRS technical accounting advisory specialists to assist our clients in structuring their upcoming transactions. You will have access to subject matter experts working at EY globally and form working relationships with our most accomplished accounting structuring professionals, to ensure that we always provide consistent and high-quality advice to our clients.

You and your team will be a focal point for our clients, providing cutting-edge and critical IFRS accounting advice on pre-transaction structuring. You will proactively contribute to and work alongside all professional advisors and our clients' in-house transaction experts, seeking to shape the most appropriate transaction structure.

The team you lead will look to you for coaching and development in their own journey of providing IFRS technical accounting advice and developing world-class client handling skills; you will be responsible for training the next generation of such talent.

Skills And Attributes For Success
Proactive, accountable and results-driven people will flourish in this environment. Dealing with competing priorities, understanding how to manage resources and communicating effectively are key skills. This will have a huge impact on those around you and enable you and your team to deliver high quality accounting advice to our clients.

To qualify for the role, you must have

• At least 8 years of IFRS accounting advisory experience (including at least three years as Senior Manager) at a big 4 public accounting firm
• A current or previous technical IFRS desk role, for at least one year, or a similar demonstration of the strongest IFRS technical knowledge amongst your peers
• CA/CPA/ACCA certification
• A strong desire to broaden and deepen your technical skills
• Strong verbal communication, presentation and writing skills
• Ability and comfort in researching accounting and analysing emerging issues relating to accounting standards and industry practices
• Excellent managerial and organizational skills
• A dedication to teamwork and leadership
• Integrity within a professional environment

What We Look For
We are interested in people who have the confidence to work with lawyers, commercial teams and transaction execution specialists to shape a pre-transaction framework, within IFRS accounting boundaries. You will be business savvy with a passion for innovation as well as the motivation to create your own EY journey.

What We Offer You
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

Are you ready to shape your future with confidence? Apply today.

To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.

EY
| Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.