What Standard Bank Jobs are in Gauteng?

• 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)

• Manage disciplinary processes from initiation through to conclusion.
• Chair and/or facilitate disciplinary hearings.
• Represent the company during CCMA conciliations and arbitrations.
• Prepare documentation and evidence bundles for labour-related matters.
• Provide expert advice on labour legislation, policies, and IR best practices.
• Ensure compliance with the Labour Relations Act (LRA), Basic Conditions of Employment Act (BCEA), and other applicable legislation.
• Conduct workplace investigations into misconduct and grievances.
• Support managers with employee relations matters and conflict resolution.
• Monitor and ensure compliance with company policies and procedures across multiple sites.
• Maintain accurate IR records, reports, and documentation.
• Travel to operational sites as required to provide IR support.

• Diploma or Degree in Human Resources, Labour Relations, Industrial Relations, or a related qualification.
• Minimum 35 years' proven Industrial Relations experience , preferably within the construction, engineering, or related industry.
• Extensive experience conducting disciplinary hearings and managing grievance procedures.
• Proven experience representing employers at CCMA conciliations and arbitrations .
• Strong working knowledge of South African labour legislation.
• Excellent report writing, negotiation, and communication skills.
• Ability to work independently and manage multiple priorities.
• Valid Code B driver's licence (essential).
• Willingness to travel extensively.

• Experience within the construction or contracting environment.
• Exposure to unionised workforces.
• Experience working across multiple operational sites.

• Strong attention to detail.
• Excellent conflict resolution and negotiation skills.
• Professional, confident, and objective approach.
• High level of integrity and confidentiality.
• Ability to build strong relationships with management and employees.

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.

• 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

• R168K R240K C.T.C. per annum.

• Relevant B-degree or ND.
• Up to 1 year post studies working experience and an eagerness to gain experience in credit.
• Excellent written and verbal communication skills essential.
• Strong academic record essential.

• Newly qualified CA(SA) designation or are due to qualify shortly
• Recently completed SAICA articles with a strong technical accounting foundation
• Strong analytical, commercial, and problem-solving skills
• Excellent communication and stakeholder engagement abilities
• The ambition to build a successful long-term career within finance

Opportunities We Recruit For:

• Financial Accountant
• Financial Manager
• Finance Business Partner
• Group Accountant
• Management Accountant
• Corporate Finance Analyst
• Internal Audit Manager
• FP&A Analyst

• 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.

• Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers.

• Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across major product houses.

• Risk & Insurance Analysis: Draw and compare quotations from various insurers, conducting side-by-side product comparisons to identify optimal client solutions.

• Compliance & Administration: Ensure all documentation adheres strictly to FAIS, FICA, and POPI legislation. Prepare applications, process transfers, and handle client inquiries.

• Estate Planning: Assist with estate planning strategies and drafting of Wills.

• Partner Relations: Liaise directly with product providers to manage and expedite applications and client requests.

• Education: Relevant Financial / Investment Degree or Diploma.

• Experience:

  • Minimum 3 years in a financial/investment environment.

  • At least 2 years direct experience within an Independent Financial Adviser (IFA) practice.

• Technical Knowledge: Solid understanding of South African financial products (Old Mutual, Liberty, Momentum, etc.), tax planning, retirement, risk, and estate planning concepts.

• Software & Tech: Advanced MS Office skills (especially Excel); experience with financial planning software (atWork experience is highly advantageous).

• Licensing: Valid drivers license and own reliable vehicle.

• Financial Reporting & Controls: Oversee the end-to-end accounting cycle, month/year-end close, and IFRS/SA GAAP compliance. Produce rolling cash flow forecasts and monthly management accounts with variance analysis
• Order-to-Cash (O2C): Manage invoicing, AR aging, collections, and billing disputes. Lead credit vetting, risk profiling, and bad debt provisioning
• Accounts Payable & Assets: Approve supplier payment runs, expense claims, and fixed asset depreciation postings
• Team Leadership: Supervise, mentor, and allocate workloads across a small AR, credit, and accounting team to meet critical deadlines
• Governance & Auditing: Implement internal controls, ensure POPIA data compliance, and partner with internal/external auditors

• Bachelor’s degree in Accounting or Finance (essential)
• Minimum 5 years of experience in financial accounting, AR management, or credit control
• Proven experience compiling Management Accounts and month-end reporting packs
• Minimum 2 years in a supervisory or team leader role within a finance environment
• Hands-on experience with credit vetting platforms
• Professional qualification or part-qualification (SAICA, SAIPA, or CIMA) – advantageous

• Solid accounting knowledge up to Management Accounts level
• Strong knowledge of the full AR cycle, credit underwriting, and NCA compliance
• Advanced Microsoft Excel skills (VLOOKUP, Pivot Tables, financial modelling)
• Experience working with ERP and accounting systems
• Strong leadership, communication, and stakeholder management skills
• Analytical mindset with high attention to detail and ability to meet tight deadlines
• A curious, growth-minded approach, with a genuine willingness to learn and adopt AI and automation tools that improve finance workflows and reporting