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Role: Wealth Advisor

Category: Insurance
Location: Sandton
Salary: Market-related

Are you a dynamic financial professional looking to step into a thriving, well-established office? Our client, a leading name in the Financial Services industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis.

In this role, you will inherit a dedicated portfolio of clients to assist with comprehensive financial planning and advice, while actively driving new business development to grow your network.



Key Responsibilities:

Financial Advice & Planning: Provide expert financial advice and strategic planning to clients.

Portfolio Management: Efficiently manage and maintain client portfolios.

Client Relations: Actively handle and resolve client enquiries with top-tier service.

Admin & Compliance: Compile and process new policy applications, ensuring strict adherence to administration and compliance standards.

Business Development: Oversee ongoing business maintenance and cultivate new client relationships.




Requirements:

Education: A University Degree specifically a BCom in Finance, Business Finance, Investments, Financial Planning Law, Financial Sciences, Investment Management, or Economics.

Experience: 3 or more years of experience working within an intermediary financial services environment.

Licensing: Must have passed the Regulatory Exam (RE5) for Representatives.

Tools & Mobility: High computer literacy (MS Office), a valid drivers license, and access to your own vehicle.

A Post Graduate Diploma in Financial Planning.

A CFP Qualification.

Strong analytical thinking and skills.

Exceptional customer service orientation.

Confident presentation skills.

The Branch Manager / Store Manager will be responsible to manage all activities including sales, merchandising, stock management, security, customer service, banking, reporting, administration and housekeeping.

Strong sales, profit, service, management, organizational and admin abilities are essential.

Retail hours are applicable (i.e. incl Saturday mornings).

Requirements :

• Matric essential.
• Own transport essential.
• Must reside within close proximity to the store (Boksburg and immediate surrounds)
• Strong sales ability and sales experience.
• Demonstrable sales track record essential. Must be comfortable with telephonic sales.
• Retail experience beneficial, but not essential.
• Strong personality and self-driven.
• Mature and responsible demeanor.
• IT literate
• Fluent in Afrikaans and English
• Excellent verbal and written communication skills.
• Ability to work independently and as a team player.
• High degree of professionalism and conduct at all times.
• Friendly demeanor and interpersonal skills (time managements, assertiveness, and conflict resolution).
• Organised and thorough.
• Sales driven.
• Excellent customer service orientation.

Duties and Responsibilities:

Sales

• Assumes full responsibility for the sales performance of the store.
• Grow the business (volume and turnover).
• Retain margins.
• Assume full responsibility for own performance and the achievement of store KPAs.
• Meet and exceed monthly, quarterly and annual sales targets and any additional targets which may be set by the company from time to time.
• Identify new sales opportunities and increase the number and depth of active accounts. Generate new business and rejuvenate lost business.
• Acquire referrals.
• Ensure that the maximum number of product lines are sold.
• Upsell and cross sell to drive revenue.
• Grow the stores active customer base.
• Submit detailed daily call reports on customer interactions for capturing within the SAP CRM.
• Actively manage CRM customer data (for accuracy and completeness within CRM) and customer quotations on a proactive basis.
• Ensure that the sales pipeline is effectively managed and of adequate size in order to meet sales objectives.
• Identify new sales opportunities and increase the number and depth of active accounts. Generate new business and rejuvenate lost business.
• Ensure that all product sample requests are approved as per procedure and that in-situ trials are conducted. Drive and control the conversion of trials to sales on a weekly basis.
• Ensure that all new business quotations and opportunities are actively and speedily followed up on and closed.
• Pro-active telephonic and face to face contact with customers where necessary.
• Control discounts and ensure adherence to discount mandate and policy.
• Establish productive, professional relationships with customers ensuring customer retention and customer satisfaction
• Ensure fully equipped with exemplary and detailed product/technical knowledge.
• Role will require intermittent and periodic visits to customers.

Operational

• Assumes full responsibility for the running, management and performance of the store, encompassing all the activities required for such purposes.
• Ensure that store trading hours are adhered to.
• Full understanding of the companys relevant processes, procedures and policies and ensuring full compliance of the stores thereto.
• Assumes full responsibility for ensuring performance in line with the level required by the job/role description.
• Ensure that all customer complaints are immediately logged within the complaint procedure and retain ownership of the complaint until fully resolved.
• Assumes full responsibility for the management of any additional retail store staff.
• Ensure that job responsibilities are executed effectively, efficiently and professionally. Each staff member must operate at the level required by their job.
• Assumes full responsibility for exemplary housekeeping of the branch.
• Ensure the effective and efficient daily running of the stores encompassing all the activities required for such purposes. This includes daily cash-ups, daily ordering via MRP, stock optimization, stock takes, stock rotation etc within company policy / procedures.
• Ensure that store P&L objectives are met and exceeded.
• Ensure ethical, honest and professional business dealings with all customers.
• Full responsibility for stock control, management and any potential losses.
• Manage stock and stock losses and ensure that stores order via MRP daily (ensuring that MRP is used in accordance with company policy).
• Responsible for the execution of in-store stock takes (daily via MRP and monthly).
• Ensure that all additional store staff are effectively trained (product knowledge, technical knowledge, customer service, retail best practices etc)
• Managing, leading, motivating and training staff.
• Use emotional intelligence to maintain a good working environment.
• Executing in-store merchandise strategy and standards.
• Ensure standards for quality, customer service and health and safety are met.
• Security / asset control.
• Ensuring that orders are completed and delivered as required.
• Custodian for store maintenance, store equipment, furniture, fixtures and fittings.
• Resolution of ad-hoc customer queries.
• Ensure that daily sales revenue is reconciled and safely banked in line with company procedures.
• Manage colour production/tinting in store to ensure colour consistency, repeatability and colour administration across the board.
• Full responsibility for ensuring that no product is supplied without payment or an active and up to date account.

Minimum requirements

• Relevant Financial qualification (e.g. BCom Accounting, National Diploma in Accounting or equivalent) OR a minimum of 3 years hands-on experience in a Financial Administration or Bookkeeping role
• Solid understanding of basic accounting principles and double-entry bookkeeping
• Proficiency in Microsoft Excel and general accounting software
• Familiarity with SARS eFiling and statutory submissions
• Strong reconciliation and analytical skills

Responsibilities

• Manage the day-to-day financial administration in a fuel/petroleum industry
• Process supplier invoices and maintain accurate creditor records
• Perform supplier statement reconciliations
• Prepare creditors age analysis and manage payment runs

• Manage debtor invoicing and collections
• Maintain debtors age analysis and follow up on overdue accounts

• Perform daily and weekly bank reconciliations
• Verify daily cash-ups, manage floats, and investigate cash shortages
• Loading of payments on the banking system

• Assist with fuel dip reconciliations and shop inventory counts
• Investigate and report on stock variances

• Prepare and submit VAT201 returns
• Process EMP201 submissions and assist with IRP5 reconciliation

• Prepare payroll inputs and assist with payroll processing

• Process month-end journals and accruals
• Assist with trial balance preparation and management reporting

• Manage petty cash and maintain the fixed asset register
• Maintain an organised filing system (physical and electronic)
• Assist with audit queries and provide support to senior finance team
• Operate specialised fuel industry software (full training provided)

Financial Assistant | Pretoria | Permanent

Join a busy finance team where accuracy, organisation, and attention to detail make a real impact. If you enjoy working with numbers, managing financial processes, and supporting business operations, this opportunity offers immediate exposure and responsibility.

Our client is seeking a Financial Assistant to support the day-to-day finance function within a dynamic and growing organisation. Reporting to the Financial Managers, you will play a key role in invoicing, reconciliations, bookkeeping, financial reporting support, and administrative financial processes.

This position is ideal for a detail-oriented finance professional who enjoys working in a structured environment while managing multiple priorities and deadlines. The successful candidate will work closely with internal stakeholders, suppliers, clients, and financial institutions to ensure smooth financial operations.

Our client is a well-established organisation operating across multiple business sectors, recognised for its commitment to operational excellence, professional service delivery, and continuous growth.

What You'll Do

• Process client invoicing and credit notes in multiple currencies
• Assist with creditor reconciliations and allocations
• Perform basic bookkeeping activities, including bank reconciliations
• Support monthly financial reporting processes
• Update expense reports, asset registers, and stock records
• Prepare documentation for banks and other institutions
• Assist with various finance and administrative tasks as required
• Ensure accuracy and compliance across financial records and transactions

What You Bring

• Matric certificate
• Minimum 3 years of relevant finance or bookkeeping experience
• Advanced Microsoft Excel skills
• Strong proficiency in Microsoft Word and Outlook
• Recent experience using Pastel or Sage Evolution
• Strong numerical and analytical abilities
• Excellent organisational and time management skills
• High attention to detail and accuracy
• Ability to work effectively under pressure and meet deadlines
• Strong verbal and written communication skills
• Reliable, honest, and professional approach
• Tertiary financial qualification advantageous
• Driver's licence and own transport advantageous

What Success Looks Like

• Accurate and timely invoicing and financial processing
• Well-maintained financial records and reconciliations
• Consistent support of monthly reporting requirements
• Effective management of multiple priorities and deadlines
• Positive collaboration with colleagues, suppliers, and clients
• High levels of accuracy and attention to detail across all tasks

Founded in 1987, this well-established group has grown organically into a world-class industrial services provider with a strong presence across all major African industrial hubs.

The group partners with leading multinational EPCs and SMPP construction companies to successfully deliver projects in some of the most remote and challenging environments across the continent.

With a comprehensive service offering that includes abrasive blasting, industrial coatings, corrosion protection, scaffolding, rope access, insulation and more, the business is known for its uncompromising commitment to safety and quality, supported by ISO 9001 and ISO 45001 certifications.

The organisation is recognised as a preferred industrial services partner to construction professionals and asset owners across Africa.

The group is seeking a driven and detail-oriented Financial Accountant to join its dynamic finance team, with a dedicated focus on cross-border entities. This role is ideal for a candidate who has completed their SAICA articles and is looking to build a strong technical foundation while gaining exposure to complex, multi-entity and cross-border financial environments.

You will play a key role in ensuring accurate financial reporting, maintaining strong financial controls, and supporting the business with reliable financial information across multiple jurisdictions.

Duties:

• Full responsibility for the Trial Balance to Financial Statements process across cross-border entities
• Preparation and processing of customer and supplier invoices
• Capturing and reconciling bank transactions and petty cash
• Preparing and processing payment batches in multiple currencies
• Maintaining and updating the fixed asset register
• Reconciling intercompany loan accounts and resolving variances
• Assisting with month-end, quarter-end and year-end close processes
• Preparing balance sheet reconciliations and supporting schedules
• Ensuring compliance with IFRS, accounting standards and internal controls
• Supporting external audits and providing information to auditors
• Working closely with senior finance team members to ensure accurate reporting and compliance across all entities

• Matric (Grade 12)
• BCom Accounting

• Completed SAICA articles (non-negotiable)
• Solid understanding of IFRS and accounting principles
• Proven experience in trial balance preparation and balance sheet reconciliations
• High attention to detail and ability to work independently and accurately
• Exposure to cross-border, multi-entity or group accounting will be highly advantageous
• Excellent communication, organisational and time-management skills
• Proficiency in accounting systems such as Sage, Pastel or similar ERP systems

• Technically strong with a solid accounting foundation
• Comfortable working in a fast-paced, operationally complex environment
• Proactive, accountable, and eager to grow within a stable, established group
• Strong analytical and problem-solving skills
• Able to manage complexity across multiple entities and jurisdictions with confidence

A national new generation independent financial planning business is looking for a Financial Advisor to join the team.

Qualification:

• Minimum bachelors degree in financial planning or similar.
• Regulatory Examination 5 for representatives.
• CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.

Experience :

• Minimum 5 Years in financial advisory role.

Key Responsibilities :

• Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
• Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client's goals.
• Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
• Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
• Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
• Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
• Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
• Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
• Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
• Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
• Ethical Conduct: Maintain the highest ethical standards and putting clients' interests first in all financial recommendations and interactions.

• 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

• Matric (Grade 12).
• Diploma in IT, Information Systems, Business or a related field.
• ITIL Foundation certification.
• IT Asset Management certification will be advantageous.
• 46 years' experience in IT Asset Management or a similar environment.
• Hands-on experience with ITAM platforms such as ServiceNow, SysAid, Reftab or similar.
• Strong working knowledge of Microsoft Intune and Microsoft Configuration Manager (SCCM).
• Advanced Microsoft Excel skills and experience with Power BI reporting.
• Experience with IT asset compliance, audits and lifecycle management.
• Understanding of financial accounting principles relating to IT Asset Management.

• Manage the complete lifecycle of IT assets, including allocation, renewals, replacements and disposals.
• Monitor and resolve asset exceptions such as missing devices, unknown assets and inactive agents.
• Ensure accurate allocation of IT assets to users, business units and cost centres.
• Perform regular reconciliations between IT asset management systems and physical assets.
• Maintain accurate asset records, including tagging, serial numbers and locations.
• Support internal and external IT asset audits.
• Manage asset-related service tickets using SysAid or a similar IT service management platform.
• Coordinate employee onboarding and offboarding, ensuring assets are issued and recovered efficiently.
• Arrange repairs, warranty claims and procurement of replacement equipment.
• Escalate non-compliant or inactive devices through Microsoft Intune.
• Produce regular asset compliance dashboards and management reports.
• Analyse asset data to identify trends, risks and opportunities for improvement