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A unique company As the UK's leading provider of optical care at home, we are searching for passionate optometrists to join us at the forefront of domiciliary. Driven by our belief that clinically excellent eye care should be accessible and affordable for all, we use the latest mobile technology and processes to change people's lives for the better
These jobs were popular with other job seekers Reference: PE002292-RB-1 Our client in the Logistics sector based in East London is currently looking to employ an Accountant. They are looking for a dynamic, experienced, and motivated individual to join their well-established team. A wonderful career opportunity awaits you. Duties & Responsibilities
These jobs were popular with other job seekers We are currently seeking an experienced Accountant for an available opportunity with our East London based client. Key Skills and Requirements: Completed BCom Accounting Degree3-5 years commercial accounting experience is essential Working knowledge of Sage/Accpac would be highly beneficial Applicants
We are seeking an Electrician for a permanent role based in East London, Eastern Cape Applicants are required to meet the following criteria: NQF 2 + Qualified Electrician / Millwright3+ yeas experience as an electrician in an automotive equipment Basic PLC experience The successful applicant would be responsible for, but not limited to: Installat
Technical Competencies and responsibilities
Assist Financial Manager with various reports where necessary Ensure that all company secretarial administration and changes are in place
Monthly review of general ledgers
Monthly review of management accounts
Responsible for ELP billing
Review and maintenance of company insurance policies
Assist with th
Job Source: Hewitt Colenbrander Recruitment / HC Recruit
We are looking for a Mechanic to join our team at our EAST LONDON branch. Mechanic requirements: Requirements / Personal Attributes: Presentable appearance and sober habits Excellent timekeeping skills No criminal record Strong interpersonal skills Ability to work under pressure Ability to train co-workers Strong troubleshooting and fault-finding s
Job Description:
We’re hiring entrepreneurs! Grow your financial planning business within one of SA’s leading institutions as the dynamic, self-starter you are. Apply to be one of our next Financial Planners today.
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Job Requirements:
Cat B1, Cat B2, Cat C, Retail Pensions and Unit Trusts (CIS)
RE5
Not working under supervision
FAIS Recognize
These jobs were popular with other job seekers Reference: EL002558-Bronw-3 We are seeking an Audit Manager for a permanent role based in East London, Eastern Cape. Duties & Responsibilities Applicants are required to meet the following criteria: Grade 12 with SAICA accredited undergraduate degree and completed SAICA articles1+ years post-article e
Job Source: Sheldon Recruitment
Para planner - east london
East London, Eastern Cape
R 400000 ZA Per annum
These jobs were popular with other job seekers Reference: JHB000963-VM-1 National organisation within the "investments and financial services industry" requires an experienced Paraplanner for their East London Branch. Duties & Responsibilities The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Company’s Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate within the Company’s preferred Advice methodology and tool sets only. Client data management Responsible for client data recording on the company’s internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc.)Produce clients’ comprehensive wealth position Management of joint entities on the Company’s internal CRM (XPlan) to ensure “single view of family” is enabled. Combine entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning)Responsible for complete data integration from the Company’s CRM to various "methodology” tools Ensure completeness and data field labeling in all applications and tools Responsible for full data update on XPlan, post the financial planning process with the client Complete data preparation for client reviews Check and ensure integrity of client data in the various advice tools and CRM’s Financial Planning preparation & Client Reviews Complete the necessary training on the Company’s preferred financial planning tools Pass competence assessment by Business Development Managers and Financial Planning Partner on planning tools XPlan Wealth Maps (client repots) must be complete and ready before any client engagement at least 7 days prior to client engagement Complete client Personal Goal Plans (PGPs) with the draft record of Advice in preparation for the Partner to finalize for clients. Complete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the scenario planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan Ensure that the latest client data is integrated and refreshed into Planning Tools. Prepare for the client reviews as per the Partner instruction and ensure tool usage for reviews when relevant. Reach a point of confidence to sit in the client review meetings (Financial Planning Partner makes the assessment on Paraplanner readiness)Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s). Address all remedial actions from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship Managers Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio’s mandate. (Partner and Portfolio Manager are aligned and compliant to mandate) NAV (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained in XPlan so that entire practice is on the same page and compliant Ensure proper record keeping in line with business rules and where relevant, legislation & safe storage into XPlan Full awareness and understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAVTrack and monitor your Key Performance Indicators score on NAVRequest assistance and guidance from the Partner Operations Manager or Business Development Manager where KPI scores can be improved Use consolidated client reporting, opportunities & Asset v Revenue reports to assist the Partner and identify opportunities in the client base Client management and marketing support Attend all client events with Financial Planning Partners (when required)Host and entertain clients at marketing events Function as a primary point of contact for clients in the financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and Power Point essential); Share Point, XPlan; IWP & PGP (advantageous)Good verbal and written communications skills High energy individual who is customer centric and relationship orientated Methodical, accurate and have meticulous attention to detail. Analytical and math’s skills to demonstrate the ability to work with numbers. Initiative-taking work ethic and able to multi-task Organizational skills, ability to prioritize, plan and manage projects Ability to collaborate with others Critical thinking: ability to strategize, research and interpret Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients Teamwork: be a reliable and productive member of the team Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required Time management: ability to manage time and tasks to ensure deadlines are met. Assertiveness, proactive & resourceful and resilient under pressure. Maintain absolute confidential Qualifications and Experience4-5 years in the financial services industry Relevant tertiary education or courses Financial planning experience Fully bilingual in English and Afrikaans is essential Attributes The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist in our Endorsed financial planning process for Partner(s) Package & Remuneration Monthly plus Basic Salary HR Services, Recruitment & Selection These jobs were popular with other job seekers