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SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive

Accountant (Financial Services)

Recruiter:

Network Recruitment

Job Ref:

NFR006823/Angie

Date posted:

Friday, June 27, 2025

Location:

Johannesburg, South Africa

SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.

POSITION INFO:

Key Responsibilities:

• Prepare monthly management accounts and financial statements
• Handle VAT, PAYE, and other statutory submissions
• Prepare and submit corporate income tax returns (ITR14)
• Assist with tax planning and ensure compliance with current tax legislation
• Maintain accurate general ledger accounts and perform reconciliations
• Prepare audit packs and liaise with external Auditors during audits
• Support budgeting, forecasting, and cash flow reporting
• Assist with SARS correspondence and tax queries
• Ensure that all financial and tax records are maintained in compliance with the relevant regulations
• Provide support on ad hoc finance and tax projects as needed
  
  

• BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
• Minimum 3–5 years accounting experience with a strong focus on tax
• Solid knowledge of South African tax laws and regulations
• Experience preparing and submitting SARS tax returns
• Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
• Strong Excel skills and high attention to detail
• Deadline-driven, with good problem-solving skills and initiative
  
  

• Experience with trusts or group structures
• Working knowledge of eFiling and related SARS platforms
• Exposure to IFRS or IFRS for SMEs
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Advertising Services

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• Prepare monthly management accounts and financial statements
• Handle VAT, PAYE, and other statutory submissions
• Prepare and submit corporate income tax returns (ITR14)
• Assist with tax planning and ensure compliance with current tax legislation
• Maintain accurate general ledger accounts and perform reconciliations
• Prepare audit packs and liaise with external Auditors during audits
• Support budgeting, forecasting, and cash flow reporting
• Assist with SARS correspondence and tax queries
• Ensure that all financial and tax records are maintained in compliance with the relevant regulations
• Provide support on ad hoc finance and tax projects as needed

• BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
• Minimum 35 years accounting experience with a strong focus on tax
• Solid knowledge of South African tax laws and regulations
• Experience preparing and submitting SARS tax returns
• Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
• Strong Excel skills and high attention to detail
• Deadline-driven, with good problem-solving skills and initiative

• Experience with trusts or group structures
• Working knowledge of eFiling and related SARS platforms
• Exposure to IFRS or IFRS for SMEs

We’re looking for a dynamic and strategic individual to deliver the PEPmoney strategy and boost the profitability of our portfolio with focus on our Financial Services Products. In this role, you'll not only drive business growth but also ensure that we consistently exceed our customers’ expectations.

Key Responsibilities 

• Execution of PEPmoney strategy through developing new business opportunities to generate sales 

• Operational result management for PEPmoney Financial Services

• Custodian of Marketing requirements for PEPmoney Financial Services products

• Relationship Management with Internal and External Stakeholders

• PEPmoney budget management for FS products

• Leadership

Required Knowledge, Skills and Competencies 

• Relevant Diploma or Degree is required (B. Comm, B.A. - with commercial subjects).

• 5+ Years experience in a financial services role

• Computer Literacy (MS Office, Excel and Google Workspace)

• Knowledge of, and compliance with,  legislation related to financial services products

• Financial Acumen

• Project management

• Relationship management 

• Process management 

• Excellent time management and prioritisation abilities.

• Relevant product knowledge; 

• Research capability

• Management experience

• Competencies: Negotiating, Results Oriented, Performing under pressure, Commercial Drive, Vitality, Client Focus, Analyzing and forming opinions and Innovating 

This is an exciting opportunity for an experienced professional to take on an exciting role and make a significant impact on our business. If you have the required expertise and are looking to advance your career, we encourage you to apply.

If you do not hear from us within 4 weeks of the closing date of this position, please regard your application as being unsuccessful.  

• Identify insurance opportunities within client portfolios.
• Provide advice and solutions for Life and Short-Term Insurance.
• Draft comprehensive proposals and quotations.
• Handle implementation, underwriting, and client onboarding.
• Conduct policy reviews and identify updates based on life changes.
• Generate and refer STI leads, coordinate appointments.
• Liaise with tele-advisors and track outcomes.
• Maintain strong, professional client relationships.
• Support initiatives to engage and educate clients.
• Monitor outcomes of advisory activities.
• Adhere to TCF principles and compliance standards.
  
  

• Strong interpersonal and client engagement skills.
• Confident communicator with persuasive ability.
• Self-motivated and resilient.
• Ethical and professional in all dealings.
• Strategic thinking with operational execution ability.
  
  

• Minimum 5 years’ experience in life insurance advisory.
• Relevant tertiary qualification (Commerce/Finance preferred).
• RE5 and FSCA-recognized qualification essential.
• Fully authorized representative across multiple FSCA sub-categories.
• Evidence of CPD, product-specific, and class-of-business training.
• Driver’s license and own vehicle required.
  
  

• Only shortlisted candidates will be contacted**
  
  
  
  

Requisition Details

Cluster: Group Finance

Location: Sandton

Closing date: 18 April

Job Family: Information Technology

Career Stream: IT Operations

Leadership Pipeline: Manage Managers

Job Purpose: We require a Big Data Specialist to assist with harmonising data from diverse sources, to analyse, problem solve, reconcile, develop solutions and build reporting in various tool sets, to enable Business understanding and decision making.

1. Data Integration, harmonisation and reporting: Collaborate with cross-functional teams to understand data requirements. Design and implement efficient data pipelines using Abinitio and Denodo. Extract, transform, analyse and or load data from various sources. Leverage SAP connectors to seamlessly integrate SAP data.
2. Data Consolidation and Harmonization: Pull data from multiple sources (including SAP, legacy systems, APIs, and external databases). Develop strategies to ensure data consistency, accuracy, and reliability. Create unified views of data for reporting reconciliation and analytics purposes.
3. Performance Optimization: Identify bottlenecks and optimize data processing workflows. Monitor and fine-tune production jobs to ensure optimal performance and reconciliation of various data sources.
4. Data Modeling and Architecture: Design and maintain data models that facilitate efficient querying and reporting. Optimize data structures for scalability and responsiveness. Enhance data flows and provide specifications for IT architecture builds.
5. Governance: Develop governance frameworks for data flows. Design appropriate controls to monitor master data and financial reconciliation.
6. Collaboration and Documentation: Work closely with data engineers, data scientists, and business stakeholders. Document data integration processes, best practices, and troubleshooting guidelines.

• Bachelors degree in Computer Science, Information Systems, or a related field.
• Minimum of 3 years of experience in big data technologies, including Abinitio and Denodo.
• Proficiency in SAP connectors and hands-on experience integrating SAP data.
• Strong understanding of data modeling, ETL processes, and data warehousing concepts.
• Familiarity with cloud-based big data platforms (e.g., Azure, GCP) is advantageous.
• Excellent problem-solving skills and ability to work independently.
• Deep understanding of SAP on premise, S/4HANA, BW/4HANA, Denodo.

• Governance, Risk and Controls
• Organizational behaviour theory
• Principles of project management
• Relevant regulatory knowledge
• Stakeholder management
• Strategic planning
• Talent management
• Business writing skills
• Management information and reporting principles, tools and mechanisms
• Client Service Management

Administrative Assistant (Financial Services)

2025-06-30 - 2025-07-28

Permanent

SW005651

Admin / Secretarial

Finance

Insurance

Western Cape , Somerset West

My client, an established practice, is seeking to employ a detail-oriented and proactive Administration Assistant to join their team.

The successful candidate will play a critical role in ensuring smooth and efficient administrative functions, supporting Financial Advisors and client service processes.

Key Responsibilities

• Provide administrative support to financial advisors and management
• Prepare, process, and track client applications and documentation
• Maintain client records and ensure all compliance requirements are met
• Liaise with clients, service providers, and financial institutions
• Schedule client meetings and manage calendars
• Compile reports and compliance packs
• Data capturing and other ad-hoc administrative task as required

• Matric (Grade 12)
• Additional qualifications in Finance, Business Admin or similar is advantageous
• 2+ Years of experience in an administrative role, preferably in financial services
• Fully bilingual (Afrikaans and English)
• Strong computer skills
• Excellent communication and organizational skills
• Excellent attention to detail and accuracy
• Ability to work independently and as part of a team

Location: Roodepoort - Office Based
Role: Office Manager
Company: A leading privately owned financial services company boasting 20 years success in the industry. The role of Office Manager is newly created due to the phenomenal growth of the company.

This position offers a unique opportunity to take ownership of a newly created role! The successful candidate will develop office policies and procedures and implement such to ensure the smooth running of this fast-paced business.

Although the company has enjoyed tremendous success over the past 20 years, they have a very entrepreneurial culture and encourage innovation and creativity. To be successful in this role you should have the following traits, skills, and experience:

1. 2 - 5 years in office administration which could include Personal Assistant role.
2. Relevant Diploma, Degree or certification.
3. Super Organized and extreme use of initiative.
4. Outstanding communication and interpersonal skills.
5. Fun and outgoing personality but professional.
6. Proficient in MS Office including Word, PowerPoint, and Excel.
7. Loves to take charge (in a nice way).
8. Management of office budget.
9. Management of office support staff.
10. Scheduling meetings, maintaining calendars, and assisting with travel arrangements.
11. Ordering of equipment and organizing of events.
12. Essentially, a jack of all trades and love it!

R 35 000 - R 40 000 - Monthly

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)

As our business continues to grow and succeed, we’re on the lookout for exceptional individuals to join the Sigma Family as Collections Advisors in the Financial Services sector. Before diving into the details of this exciting role, let us share why becoming a part of Sigma is an incredible opportunity.

Who are the Sigma Family?

Our core mission is to #ImproveEverythingAlways , with a strong focus on our people. That's why we are seeking exceptional individuals to join us and represent our clients, delivering top-tier customer service across various industries.

What being a part of the Sigma Family means for you!

Career development and opportunities to apply for internal promotions following your probationary period.

30 days holiday inclusive of bank holidays, with additional days accrued the longer you have been a part of the Sigma Family.

Monthly, Quarterly and Annual awards with marvellous prizes.

️ Resources such as the Employee Assistance Program (EAP) and Mental Health First Aiders to support you when life might not be going quite as you expected.

R 1600 bonus for each friend that you refer to join the Sigma Family who passes probation.

Receive a tree in the Sigma Forest when you pass probation. This will allow you to review how your tree is reducing your carbon footprint.

? Medical Insurance – Covers doctor visits, optometrist appointments and dental assistance, funeral cover, Group Life Cover, which are all Free from the Sigma Family to you.

Complimentary Evening Transport: Employees within a 30km radius enjoy free rides home, ensuring safety and convenience.

On-Site Optometrist Visits: Regular eye health check-ups without the hassle of traveling.

️ On-Site Nurse Consultations: Immediate access to healthcare support right at the workplace.

Discounted Pure Gym membership.

Join communities and collaborate with your colleagues on our internal Social Media platform.

The opportunity to be a part of an equal, diverse, and inclusive workplace – all amazing people are welcome in the Sigma Family.

What Your Day-to-Day will Look Like:

You’ll be working from offices based in Southern Suburbs, Cape Town. As a Collections Advisor, each day will be centered around delivering a first-class customer experience. You will engage with customers empathetically, especially those in vulnerable situations or facing financial difficulty, ensuring their concerns are addressed with care. Your primary focus will be to proactively contact customers via inbound and outbound channels to discuss outstanding balances and agree on appropriate repayment solutions. With a strong emphasis on understanding individual circumstances, you will identify sustainable and affordable repayment solutions that support long-term financial resolution.

Operating in a fast-paced environment, you will handle frequent interactions, assisting numerous customers daily while ensuring positive outcomes for both customers and clients.

Through clear communication and strategic problem-solving, you will contribute to a supportive and solutions-driven environment.

Full training and ongoing coaching are provided throughout your career. You will need to have a willingness to learn and a drive to excel. If you possess these qualities, you are going to thrive here!

What Amazing People Will Bring to the Role:

You are someone who is dedicated to providing outstanding customer outcomes. Your commitment to your role shines through and you possess excellent listening, communication, and empathy skills. You can confidently engage with individuals and resolve conflicts.

Adapting to change comes naturally to you, comfortable both in independent work and team settings. Striving towards high performance, you welcome feedback and maintain a positive outlook. You excel under pressure, diligently tracking your targets in a fast-paced work environment.

You have a proven track-record of delivering excellent results in an international collections or financial services contact center environment. You are a master written and verbal communicator and can successfully adapt your communication style to suit individual customers.

Active listening, negotiation, and problem-solving are skills you are able to demonstrate with ease and this enables you to deliver a seamless customer experience.

Simple and Straight Forward Recruitment.

We believe in a straightforward approach and don't believe in unnecessary hurdles for candidates. After submitting your application, if you are suitable for the position, we'll reach out for a brief telephonic chat. If you match what we're looking for in a new Sigma Family member, you'll be invited to an in-person Talent Session at our offices.

Supporting our future people.

If you need any assistance or adjustments at any point during recruitment, feel free to let us know.

If you like the sound of being part of the Sigma Family then don’t wait and get applying!