10 Finance/Accounting jobs in Cape Town on Job Mail

Financial Services giant looks to expand its sales force as well as footprint in the market by appointing experienced Commercial / Agri Independent Contractors who will be strategically placed across the country. These individuals will be given a small portfolio of business that they will be required to service from day one whilst growing that portfolio with quality business.

Duties and Responsibilities:

• Promotes sales in liaison with brokers and financial institution's leads and services
  brokers.
• Receives requests for quotations from clients and provides a packaged solution
  based on client needs.
• Actively promotes company products.
• Profitable Growth in Insurance New Business Sales by promoting and selling Insurance
  Solutions.
• Explaining and structuring customized insurance options.
• Supporting customers in their completion of insurance application information
  requirements e.g. financial needs analysis and proposal forms.
• Notifying customers regarding the insurance requirements on loan facilities such
  as vehicle finance, guarantees, property loans, agricultural production loans,
  marine, etc.
• Exploring alternative solutions if required in terms of a client’s insurance
  portfolio risk analysis.
• Continued adherence to disclosure and compliance in terms of the Financial
  Advisory and Intermediary Services Act (FAIS).
• Quotation – Preparation and obtaining quotes from Insurers.
• New Business – Ensure closing and capturing of New Business with Insurers/Ops.
• Endorsements – Process Endorsement as required by the client.
• Renewals – Obtains Terms from Insurers and present to the client.
• Renewals – Manage the renewal process and conclude renewals prior to the
  renewal date.
• Cancellations - Process Endorsement as required by the client.
• Claims - Assists and follow up regarding outstanding claims.
• Full and accurate broking submissions to insurers.
• General Service Standards (100% acknowledgment of requests within 24 hours,
  100% delivery on commitments made).
• Adherence to all compulsory training and forums, submission of documents and
  forms required.
• Maintain a minimum of 95% accuracy score from the Quality Assurance audits
  and timeous adherence to the remedial actions required therefrom.

Required Experience:

• A minimum of 5-10 years previous working experience in Short term insurance is
  preferable to gain practical exposure to banking principles and to establish credible
  relationships.
• Must be fully FAIS Compliant
• Regulatory Exam Certificate (RE5)
• Registered FSP Representative (Category 1 and Sub-Category 1.2 and 1.6)
• Fit and Proper as determined by FAIS legislation (Honesty, Integrity and Financial
  Solvency)

This well IT company based in Rondebosh is looking for a Junior Settlement Liaison Officer.

The ideal candidate will have the following:

min 5-10 years financial administrator or similar position

Excel skills

coming from a Accounting Environment

this candidate will be doing:

Maintenance

Field calls

Data input

Maintenance records

Prepare weekly requisitions of claims

please send me your Cv to marinda@prrrecruitment.co.za

We are looking for a dynamic accountant who has full function bookkeeping / accounting experience to join a fast growing, exciting team of accountants and CA’s who provide financial and business solutions to individuals, start-up’s and SME’s in South Africa, the UAE and the United Kingdom. The role requires a person who is energetic, self-motivated, adapts well to a fast-paced, changing environment and is committed to the goals of the Company. They need to thrive on a job well done with a strong aspiration for excellent client service and problem solving. This person should be organised, detail orientated, able to effectively multitask, manage deadlines, communicate well with clients.

Responsibilities and duties include (but are not limited to):
• Performance of the accounting function for various clients using Dext and Xero
• Generating client invoices
• Capturing of expenses and monthly costs, reconciling to supplier statements via Dext
• Preparation of accrual and adjustment journals
• Preparation of monthly management accounts
• Payroll function (prepare payslips, generate IRP5’s, EMP201 and EMP501 SARS submissions
• VAT and Income Tax reconciliations to SARS and HMRC for UK clients
• Preparation of annual financial statements for submission to SARS
• Processing of online payments
• Submitting Companies House Annual Statutory Accounts for UK clients
• Reporting to managers on clients
• Communication with and management of relationship with client

Candidate requirements - Skills and Experience
• Recent accounting graduate from mainstream University
• OR
• Accounting qualification plus 2 years’ experience in an internal accounting role or at a cloud-based accounting firm
• OR
• Accounting qualification plus SAICA / SAIPA / CIMA / ACCA articles
• Experience with UK clients / companies BONUS
• Experience with Xero BONUS

Accounts Payable Clerk – Cape Town

Hybrid working environment

The (permanent) incumbent will provide financial & administrative support across this Financial Services group. Excellent opportunity for exposure to multiple currencies and being part of a small, high-performing team.

REQUIRED QUALIFICATIONS AND EXPERIENCE

• Part of or full accounting qualification
• Minimum 2 years experience in an Accounts Payable/ Creditors' Clerk role
• Previous experience with international payments and/or foreign currencies
• Knowledge of VAT matters
• Significant purchase ledger experience
• Knowledge of Microsoft Dynamics AX and Navone systems advantageous
• Solid Xcel skills required

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Maintaining the purchase ledgers of the Group operating entities, including liaising with department heads, chasing outstanding expense authorisation, posting invoices and staff expense forms.
• Assist with compliance of Group expenditure policy and adherence to internal financial controls
• Answering supplier queries and chasing invoices that have not been received
• Creating payment runs for the payment of supplier invoices and staff expenses
• Monthly reconciliation of purchase ledger to nominal ledger, highlighting any problems
• Monthly expense accruals calculation and booking transactions
• Assisting in the preparation of monthly bank reconciliations, including preparing analyses of accounts and producing monthly reports
• Assisting in producing annual accounts payable budgets and forecasts, with involvement in year-end accounts and with annual internal and external audit
• Assisting the Financial Accounting team with daily and monthly transactions and ledger reconciliations as required

We welcome all applications from candidates that meet the above set requirements. Kindly regard your application as unsuccessful should you not hear from us within 7 days from the date of application.

Essential Requirements:

· Matric

· Regulatory Exam

· FAIS Complaint

· FSCA Approved Qualification NQF5

· Clear Criminal & Credit Record

· 2+ years experience

Benefits:

· High Commission earning potential

· Training allowance – 2 months

· Lead system

· Full Product Training

· Excellent Support Structure

· Flexible Hours

· Career Development Training

· Onshore & Offshore Conventions

· Excellent Growth Opportunities

A leading manufacturing concern in the food services industry is looking to appoint an experienced Debtors Administrator to their finance department. Their offices are situated at Airport Industria, Cape Town.

The ideal candidate should have solid experience in debtors’ administration, credit control and experience working with large retail corporate client accounts is highly advantageous. The candidate must also be willing to take on additional tasks.

The company is a specialist in the manufacturing and distribution of frozen food ingredients and their products can be found on shelves across the country.

Duties and Responsibilities:

• Taking a proactive role in managing and collecting debts of company debtors.
• Processing and reconciliation of invoices.
• Checking and posting of receipts to accounting systems.
• Preparation of statements, client status reports and all relevant information as required.
• Managing sales ledger.
• Following up payments as needed.
• Responding to relevant client enquiries.
• Managing changes in client payment methods.
• Compile management reports in Excel by consolidating multiple reports.
• Providing administrative support to the team.
• Ad hoc duties as requested.

Qualifications and Experience:

• Degree/Diploma/Certificate in related field will be an advantage.
• Minimum 3 years debtors and credit control experience.
• Bookkeeping experience will be an advantage.
• Computer Literacy - Microsoft Word, Excel, SAGE experience will be distinct advantage.
• Excellent Afrikaans & English communication skills, both written and verbally.
• Detail orientated.
• Team player that can work independently.
• Work efficiently under pressure.
• Deadline and target driven.

We have an opportunity for a Account Manager to join our team in Plumstead on a full time basis.

REQUIREMENTS

• Finance qualification (diploma) or equivalent
• Preferably 0 - 3 years' experience within the finance industry
• Proficiency in English
• Be proactive and take initiative
• Attention to detail
• Must be deadline driven
• Must be energetic
• Excellent interpersonal and communication skills, both verbal and written
• Analyzing and problem solving ability
• Must maintain accuracy
• Knowledge of or experience in Xero essential
• Good computer literacy
• Vaccination certificate

Job Description

• Prepare the implement the meeting schedule for each quarter
• Complete client tasks as per SOP's
• Host meetings as per the schedule
• Onboard clients as per the SOP
• Keep Triage current
• Keep To-Do-List current
• Keep all correspondence in the appropriate Karbon contact and / or job as necessary
• Review list of overdue jobs monthly/ Remediate and escalate
• Attend team meetings as per the roster

Please do not apply if you do not have any experience in Xero accounting software.

New & Existing Clients:
• Scan client base and target market for financial planning opportunities
• Generate leads by identifying appropriate clients/prospects
• Contact clients/prospects to introduce or position products and service offering
• Create interest and secure financial planning meetings with prospects/clients
• Deliver quality financial planning and advisory services to existing and prospective clients
• Retain existing clients and generate new clients
• Optimise business profitability by identifying income opportunities and meet agreed income targets
• Facilitate requirements between clients and product/service providers
• Track and report progress of agreed implementation to clients
• Issue confirmation of implementation to clients
• Conduct annual reviews with clients
• Annual new business Assets Under Management target R25 million

2. Compliance & Process
• Agree and document services to be provided
• Provide and explain regulatory disclosures to new/existing clients
• Agree and sign service level agreements with new/existing clients
• Conduct financial needs analysis for clients using business’s FNA system
• Consolidate recommendations and action steps into a financial plan
• Source quotations for product related recommendations
• Present recommendations, listen to clients concerns and revise strategies if necessary
• Get clients to complete and sign all advisory documents and instructions
• Complete Client Advice Record

3. Sales Management
• Maintain a record of sales generated
• Maintain a record of pipeline sales
• Attend and present updates at internal sales meetings
• Achieve sales target set

SKILLS AND ATTRIBUTES
1. Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams, PowerPoint)
2. Excellent written and verbal presentation skills
3. Active listening
4. Critical Thinking
5. Professional and presentable
6. Own reliable transport
7. Interact professionally with clients and product providers
8. Perform under pressure
9. Attention to detail
10. Takes initiative
11. Ability to meet deadlines
12. Organises work smartly
13. Team player

REQUIRED KNOWLEDGE / EXPERIENCE
Minimum 3 years in a financial advisory role, dealing with high net-worth clients.

REQUIRED

• QUALIFICATIONS
  Post Graduate Diploma in Financial Planning
  Certified Financial Planner® (CFP®) and member of FPI.
  Regulatory Examination 5 – Representatives
  
  

A leading manufacturing concern in the food services industry is looking to appoint an experienced Debtors Administrator to their finance department. Their offices are situated at Airport Industria, Cape Town.

The ideal candidate should have solid experience in debtors’ administration, credit control and experience working with large retail corporate client accounts is highly advantageous. The candidate must also be willing to take on additional tasks.

The company is a specialist in the manufacturing and distribution of frozen food ingredients and their products can be found on shelves across the country.

Duties and Responsibilities:

• Taking a proactive role in managing and collecting debts of company debtors.
• Processing and reconciliation of invoices.
• Checking and posting of receipts to accounting systems.
• Preparation of statements, client status reports and all relevant information as required.
• Managing sales ledger.
• Following up payments as needed.
• Responding to relevant client enquiries.
• Managing changes in client payment methods.
• Compile management reports in Excel by consolidating multiple reports.
• Providing administrative support to the team.
• Ad hoc duties as requested.

Qualifications and Experience:

• Degree/Diploma/Certificate in related field will be an advantage.
• Minimum 3 years debtors and credit control experience.
• Bookkeeping experience will be an advantage.
• Computer Literacy - Microsoft Word, Excel, SAGE experience will be distinct advantage.
• Excellent Afrikaans & English communication skills, both written and verbally.
• Detail orientated.
• Team player that can work independently.
• Work efficiently under pressure.
• Deadline and target driven.