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Broker Assistant/ Paraplanner

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1 year ago2575 views

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General Details

Location:

City Centre, Pretoria / Tshwane

Advertised By:Agency

Company Name:People Dimension

Job Type:Full-Time

Description

Synopsis:
A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.

Job Description:
Job Description/Duties:
• Assisting Financial Planners in all their administrative tasks
• Research product information
• Prepare financial planning and investment proposals
• Handle and solve client enquiries
• Report new business statistics
• Prepare investment review appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication

Minimum Requirements:
• Matric Qualification
• BCom degree (Advantageous)
• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)
• Must be able to speak and understand Afrikaans and English, due to client base.

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NDI4ODQ2OTc/c291cmNlPWd1bXRyZWU=&jid=1296736&xid=742884697

Id Subtitle 1121891072

People Dimension

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Management reporting and reconciliations Prepare management reports for allocated divisionsPresent management reports to financial manager, CFO and OPS managersMaintain and update BIC reports and ensure safe-keeping of filesAnalyse management reports for fluctuations and incorrect ratios and provide explanationsReview expenses posted to allocated division and comment/ flag irregular/ abnormal spending that will affect Nett profitAnalyse management cost reports for allocated division and send to senior managers monthlyAssist with queries from OPS managers relating to reporting Property, plant and equipment, and Insurance Prepare asset, liability, and capital account entries for all CAPEX transactionsPrepare and maintain fixed asset register on Pastel EvolutionGuide the assets verification bi-annually and ensure all company assets are accounted for and in working orderEnsure sound and efficient processes for CAPEX transactionsOversee insurance policy schedules and tie back to company assetsEnsure sound and efficient processes for maintaining the insurance schedules and insurance claims Control accounts and month-end journals Reconcile payroll liability control accounts monthlyReconcile PPE control accounts monthlyImport payroll journals once a month for all companiesPrepare depreciation journals monthlyPrepare provision journals monthlyPrepare divisional admin and management cost journals monthlyPrepare CIPC journals monthlyRaise invoices for intercompany cost monthly Month-end checks and controls Review and authorise the bookkeeping of companies within the GroupReview and authorise processing of finance clerks for your allocated division Creditors and accounts payable Oversee the creditors department with minimum of 4 team members reporting to the management accountantEnsure accuracy of financial entries as well as timeously payments to suppliersEnsure sound and efficient processes for creditors department Taxes and Returns Prepare and submit SARS returns for all companies via e-filingAssist with VAT verifications and all SARS related notices and correspondenceEnsure all SARS payments are made on timeAssist with provisional tax calculations bi-annually BBEEE Reporting Set up projects on Pastel and guide the accounts payable team to choose the correct projects when processing financial transactionsPrepare procurement spend report monthlyAssist with the drive to maximise our procurement spend t... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMzgxMjk4MjkzP3NvdXJjZT1ndW10cmVl&jid=325808&xid=1381298293

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Business Consultant – Property Specialist

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Business Consultant Position: Full time, Hybrid (Office based) Location: Pretoria Please send your latest CV to Michelle - kindo.m@abcworldwide.com COMPANY PROFILE Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market. They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary. About the role This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa. Key Responsibilities Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness Core Competencies Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzc3NzQ4NzYxP3NvdXJjZT1ndW10cmVl&jid=1545838&xid=2777748761

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