Head of its Member Services Department. Job Purpose: As part of the Executive Management Team your role will will be to manage the operations and delivery of the Member Services team. You will lead and motivate positioning of the ATAF Tax Academy as a leading training institution both on the continent and beyond in the provision of an impact and results driven training program which you will constantly review with needs and developments in the tax environment. Managing the work of the African Tax Research Network and
located in Johannesburg are looking for a Financial Services Network Consultant. This role requires a proactive networking opportunities within the financial services sector. Making professional appointments with with financial planners, Brokers, and Wealth managers. Building and maintaining strong relationships with activities, progress, and performance metrics to management. HOURS: Monday to Fridays 8:00 – 17:00 Should
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
(Finance, Business Science, Economics, Investment Management) - CAPE TOWN BASED. Relocation assistance provided
candidate with a keen interest in investment management/asset management will suit this client.
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working environment and culture Structured bespoke training programme to ensure your success Bespoke Leadership to support you every step of the way, providing training, resources, and mentorship to help you succeed Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
range of different financial services, FHBC is also an Approved Training Centre with SAIPA (South African accounting graduates to join their team on a SAIPA Training Contract in 2024. During the 3 years of articles Accountant. Preparation and completion of monthly management accounts; Perform reconciliations; Capture transactions line with applicable accounting standards; Assist managers with various client matters, including administrative Ethics, Corporate Law 1 / Commercial Law 2 and Management Accounting
financial matters. The role will also include: team management, developing process and procedures, implementing legal and professional requirements and guidelines Manage the process for the audit of the statutory annual unit and cash reconciliations Review of monthly management accounts and prepare variance analysis to budget for quarterly board meetings Guide, support and train a team of Finance Officers who cover financial administration of accounts Conduct probation and performance management meetings in accordance with company procedure
passion for financial services. You're ready to take on a pivotal role in managing the financial health international entities within a renowned financial services firm. What you'll be doing (and why you'll enjoy be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their with previous experience in IFRS and financial services. Strong technical skills, proficiency in accounting opportunity to work with a global leader in financial services, gaining exposure to diverse international markets
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a South Africans, committed to providing the best service to those in need with our taylor-made financial dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank