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Investment Consultant (Broker Consultant) - KZN Reference No: 1740773331 | Durban, South Africa | Posted on: 08 May 2024

Great opportunity to join an Asset Manager, as a Retail Investment Consultant. The purpose of this role is to maintain and grow a network of IFA’s in KZN.  This role is based in Durban, and involves traveling to the broader KZN area.    Key responsibilities include:  Relationship management: maintain existing relationships as well as identifying and developing new relationships with Financial Advisors (FAs) Ongoing training, effective marketing and pro-active promotion of company and its products to FAs Creating value-adds to your FAs business: gain an understanding of your FAs’ business practices to ensure cross-selling opportunities are identified and the correct marketing approach is taken. Achieving targets, and conducting flow analysis to understand your FA database, analyse trends and identify opportunities. Events and collaborations Business management: Provide weekly feedback to the team Plan appointments and locations effectively Monthly call reports Quarterly feedback presentation and flows analysis Management of Road show set-up and collation of attendance (invitations and RSVP follow-ups) Compiling lists of relevant FAs for functions and gifts   Core requirements include:  Relevant degree in Commerce (Economics / Finance / Business Science) RE1 + RE5 3-5 years' experience in Investments, with at least 2-3 years experience in face-to-face client/advisor interactions  Experience in actively managing an Advisor database Required to travel (own car and driver's license) Relationship building, collaborative nature and resilience are key competencies    You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable

HR Consultant (L&D focus) Reference No: 867244372 | Durban, South Africa | Posted on: 08 May 2024

Opportunity to join an established Investment team in Durban as an HR Consultant. This role has a strong focus on L&D. With additional Generalist support to the Head of HR.  This is an employment equity designated position.    The role would suit a person with a tertiary degree in HR, at least 5 years' experience in a Generalist role with knowledge of, and passion for, Learning & Development. You should have a good understanding of SA Labour Laws, track record of designing and implementing development programs and have experience as a Skills Development Facilitator.    The purpose of this role is to provide HR support to the business through managing the employee life cycle, providing efficiencies and promoting a culture of continuous learning and development (identification, development and retention of employees).    Key responsibilities include: Learning and development:  Work with managers to identify learning and development needs Identify sources and implement learning programs Measure and monitor the effectiveness of the programs Develop a learning model and matrix for the business Monitor quality of delivery of learning programs Assess the impact of learning on the business Ensure mandatory legislative training is completed  Support management and line managers with coaching and mentoring Drive performance management process and identify development opportunities for individuals Responsible for skills development reporting and process management – with respect to BBBEE, EEA and FASSET  Generalist support:  Manage the onboarding process of new employees to create a seamless and professional experience Manage the employment equity compliance and reporting, and provide input on EE strategy  Provide support with payroll and employee benefits Responsible for offboarding of employees Assist with Talent Management and support succession planning  Provide input into the people strategy for the business Provide input into the organisation structure and roles to enhance the structure.        You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable

Client Relationship Manager (CRM) Reference No: 842254737 | Cape Town, South Africa | Posted on: 12 April 2024

Unique opportunity to join a well-established family owned business as a Client Relationship Manager.  The business has a niche Quantitative Risk product offering into the asset manager industry.    More about the role:  The role has a primary focus of Customer Success / Client Relationship Management. With a secondary focus into the Quants side, should there be interest to grow in this area. The role will engage with clients (mainly Fund/Portfolio Managers). It would involve training new clients on the system, training new staff at current clients, and monthly reporting, including presentations. The role doesn’t include client sourcing, however, if the incumbent in the role has contacts and possible clients, this would be a bonus. They are ideally looking for someone who is able to develop an excellent understanding of their product (system), to be the best ambassador and client face possible into their clients. The role has regular interactions with clients, at time in-person, at times via virtual meetings. This person would need to be very personable.    The ideal qualifications include: Degree in Stats / Risk Management / Business Science / Commerce Programming experience a bonus (as there would be opportunity for the person to get involved in some development too) Some corporate client relationship exposure.    The business is based in the Southern Suburbs, though it would largely be a remote role.    You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable

Senior Financial Accountant (Renewables) Reference No: 2820788138 | Cape Town, South Africa | Posted on: 10 April 2024

Exciting opportunity to join a company in the Renewable Energy sector as a Senior Financial Accountant. This role is based in Cape Town.   This role is suited to a qualified CA(SA), PA(SA) or AGA(SA) with at 1-2 years' post qualified experience. A sound knowledge of IFRS as well as SA statutory legislation and tax is required. The person must be smart, driven, curious and meticulous, with strong MS Excel skills. Exposure to Renewable Energy / Construction / Engineering / Mining industries would be preferred.   This role would work on all South African entities, which include the holding company, development company, and all project companies (SPVs). Areas of the role include: Accounting & Reporting (include reviewing of assistants' work)  Tax & Corporate Compliance (Tax recons & SARS audits) Systems & Internal Controls (user testing, designing, and implementing new internal controls to mitigate risks) Ad hoc projects Reporting Support (support various departments e.g. ESG, ED, Construction)      You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable

Finance Assistant (Renewables) Reference No: 1651817199 | Cape Town, South Africa | Posted on: 10 April 2024

Great opportunity to join a company in the Renewable Energy sector as a Finance Assistant. This role is based in Cape Town.    This role is suited to a university graduate with 3+ years' experience in bookkeeping and accounting. The person must be smart, driven, curious and meticulous, with strong MS Excel skills. Exposure to Renewable Energy / Construction / Engineering / Mining industries would be preferred.    This role would work on all South African entities, which include the holding company, development company, and all project companies. Areas of the role include:  Invoice Processing (supplier invoices, employee expenses) Payment Processing (prepare and export batches)  Accounting & Reporting  Systems & Internal Controls (user testing, designing, and implementing new internal controls) Ad hoc projects    You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable

Project Manager (Junior) Reference No: 3077704763 | Cape Town, South Africa | Posted on: 22 February 2024

Great opportunity to join an established Renewable Energy team based in Cape Town.  The team is looking for a junior level Project Manager / Coordinator to assist on renewable energy projects in South Africa and other sub-Sahara African geographies, during the bid and financial close stages.    The focus of the role is: Bid preparation: review of the terms of reference, establish resources and planning Bid / Financial Close team coordination, reporting to the Project Director Tracking of key deliverables Project due diligence lead for acquisitions / partnerships Interface with key stakeholders (lenders, partners, contractors, clients) Help formulate strategies for steering and investment committees Policy and regulatory environment analysis, and market intelligence Key requirements:  Degree in commerce / engineering / science  At least 3 years' experience as project manager in relevant industry (IPP / Finance)  Ideally exposure to renewables or infrastructure    Notable attributes:  Excellent communication skills Ability to collaborate with a variety of people from different areas of expertise  Great coordination and organisational skills  Diligent and great work ethic  Interest in the renewables industry      You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable

Client Relationship Consultant (Investments) Reference No: 1957458100 | Durban, South Africa | Posted on: 28 November 2023

Great opportunity to join an Asset Manager in Durban as a Client Relationship Consultant.    The ideal candidate would have 1-2 years Investment / Unit Trust experience. Experience in Client Services is essential. This person should have excellent communication skills (verbal and written), a good telephone manner, be focused, organised, and meticulous.    This is an EE designated opportunity.   As part of the Client Relationship team, some responsibilities include:  Provide support and assistance with all products, services and processes Relay feedback received from clients, financial advisors, and the marketplace. Resolve queries from financial advisors and investors timeously.  Be the liaison between the admin department and clients.  Process all instructions accurately and within daily deadlines.      You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent. Please note that if you do not receive a response from us within 1 week of your application, please consider it as unsuccessful for this particular role – thank you.
Salary: Negotiable