Conova Financial Recruitment

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Conova Financial Recruitment

Role
Operations Analyst

Location
Southern Suburbs, Cape Town

Industry
Investment

Salary
R55k / month

Our client, an innovative investment implementation firm, is seeking an Operations Analyst to join their team based in Southern Suburbs Cape Town.

They are seeking an analytical, entrepreneurially minded self-starter with a passion for numbers, meticulous attention to detail, and a strong commitment to learning.

Key Responsibilities

On the investment side:
- Support the implementation process for portfolio rebalances and reallocations.
- Support the management of the daily cash flow allocation processing, pre- and post-trade compliance, trade execution processing, as well as cash and position reconciliation.
- Support the management of maintaining model portfolios on the various platforms.
- Support the production of daily, monthly, quarterly, and ad hoc reporting, including but not limited to NAV reporting, Factsheets, Commentary, AUM reporting, and Client reporting.
On the operational side:
- Build and maintain process and procedure documentation for all operational processes, including trading policies.
- Support the onboarding process for service providers.
- Maintain investment and operational tools and databases.
- Take ownership of internal and external queries, ensuring timely resolution.
- Collaborate with internal teams to deliver excellent service, maintain strong relationships with service providers, and continuously improve operational processes to reduce risk and enhance efficiency.
Qualifications
A relevant BCom (Investments) or BSc degree in Statistics, Mathematics, or a related field
Postgraduate Diploma in Investment Management or a related qualification (preferred)
CFA designation or progress toward it (preferred)
Minimum of 2 years’ experience in a related role within the investment industry
Proficiency in Microsoft Office, particularly Excel
Experience with Morningstar Direct and Power BI is highly advantageous
Solid understanding of the South African investment and platform landscape
Proven experience in Investment Operations or Fund Administration
Knowledge of industry rules and regulations
Logical thinker with strong problem-solving ability
Able to work under pressure, multi-task and deliver required output on time
A dynamic, proactive team player with a positive attitude and a passion for the financial services industry
Good English skills are required; other languages skills are desirable

Accountant / Senior Bookkeeper

Role
Accountant / Senior Bookkeeper

Location
Sandton, JHB

Industry
Hospitality

Salary
R45k / month

Our client, in the hospitality industry and based in Sandton JHB, is seeking a detail-oriented and experienced Accountant / Senior Bookkeeper to join their finance team.

The ideal candidate will take ownership of the full accounting function, ensuring accurate financial reporting, compliance, and efficient bookkeeping practices.

Key Responsibilities

Manage the full accounting function, including general ledger, journals, and reconciliations
Prepare monthly management accounts and financial reports
Handle VAT calculations and submissions
Maintain accurate records of income, expenses, payroll, and bank transactions
Perform monthly payroll processing and ensure compliance with statutory requirements
Oversee debtors and creditors reconciliations
Assist with budget preparation and cash flow forecasting
Support external audit processes and liaise with auditors
Implement and maintain internal financial controls and procedures
Provide financial insights to support strategic decision-makingQualifications
Diploma or Degree in Accounting / Bookkeeping / Finance
Minimum 3 years’ experience in a similar role, preferably in hospitality industry
Proficient in accounting software Sage
High level of accuracy and attention to detail
Strong analytical and problem-solving skills
Ability to work independently and meet deadlines

Compliance Associate

Role
Compliance Associate

Location
Southern Suburbs, CT

Industry
Wealth Management

Salary
R40k / month

Our client is a long term established Wealth Management firm that strives to provide a specialist solution to their client’s individual financial needs by offering a comprehensive range of services and expertise to manage and grow their wealth.

The Compliance Associate will provide support to the internal compliance team, ensuring that all compliance-related activities are carried out accurately and efficiently, as well as working closely with all departments to ensure legal compliance regarding specific laws.

Key Responsibilities

Assist in the preparation of compliance-related documents
Ensure proper maintenance and filing of compliance-related records and registers
Assist with coordination and completion of compliance remediation and projects
Company administration (commission lodgements)
Assist in the development and implementation of compliance training programs for employees
Conduct research and analysis on compliance-related topics, and present findings to the compliance team Qualifications
2-3 years’ experience in an administrative role, with specific focus in a FAIS compliance environment
Relevant degree or tertiary risk/legal/or compliance related qualification from a reputable institution
RE5 (advantageous)
Computer Literacy in MS Office and/ or other industry related packages
Strong organizational skills, adept at managing multiple tasks and priorities
Attention to detail, proficient with complex information
Tech-savvy
Excellent written and verbal communication
Ability to maintain confidentiality and handle sensitive information discreetly

Paraplanner

Role
Paraplanner

Location
Southern Suburbs, CT

Industry
Wealth Management

Salary
R35k / month

Our client, a Wealth Management organisation based in Southern Suburbs Cape Town, is seeking a detail orientated Paraplanner to join their team.

The purpose of the role will be to act as an essential partner to the Director, ensuring seamless execution of operational responsibilities to enhance the client experience.

Key Responsibilities

Prepare and collate new client onboarding documentation.
Oversee the management and updating of client CRM profile.
Liaise with external and internal providers on client specific queries and implementation of instructions.
Resolve and manage admin related queries or issues with clients directly on behalf of the Director.
Manage the process of preparation of client review packs
Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance standards.
Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP with guidance from internal compliance
Compile proposal documents based on the Director instruction and recommendations.
Compile a financial needs analysis and retirement needs analysis based on Director recommendations and instructions.
Construct & produce Asset Allocation reports for existing clients.
Construct & produce Proposals for both new and existing clients.
Prepare Financial Needs Analyses for both new and existing clients.
Preparation of meeting packs for Family Office clients.
Assisting the Associate Team and Pod with complex structure onboarding both locally and offshore.
Assist in the development and maintenance of wealth management products / strategies
Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients.Qualifications
A related BComm or BBusSci degree and a Postgraduate Degree in Financial Planning (advantageous)
Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA
3-5 years working experience in the financial planning environment
CFP designation advantageous
RE5 advantageous

Associate Director / CA(SA)

Role
Associate Director / CA(SA)

Location
Northern Suburbs, CT

Industry
Financial Services/Accounting

Salary
R100k / month

Our client, a successful and busy, medium sized auditing and accounting practice, is looking for a client-oriented Chartered Accountant to join their team, based in Northern Suburbs CT.

Key Responsibilities

Auditing: Scrutinising financial statements meticulously to ensure accuracy, compliance with regulations, and the absence of fraud or misrepresentation.
Taxation: Calculating and filing tax returns for businesses, trusts and individuals, advising on complex tax laws, and strategising for optimal tax efficiency.
Financial Reporting: Preparing financial statements that present a true and fair view of a company’s financial health, ensuring adherence to accounting standards.
Management Accounting: Analysing costs, budgets, and performance data to support strategic decision-making.
Business Consulting: Providing strategic advice on mergers, acquisitions, financial restructuring, and other critical business matters.
Day to day practice management: managing a team of 15 staff in collaboration with a practice manager and business partner.Qualifications
CA(SA) (required) and RA (preferred); registered tax practitioner (good standing).
10 years post qualifying experience (PQE) preferred, 5 years PQE minimum.
Up to date comprehensive knowledge of all aspects of tax.
IFRS and specifically IFRS for SMEs.
Knowledge of PPRA, FCA and LPC audit and reporting
Good interpersonal skills.
Good at practice and personal administration.
Good at managing and controlling staff.
Problem solving attitude.
Client service orientation.

Financial Manager

Role
Financial Manager

Location
Southern Suburbs, CT

Industry
Financial Services/Property

Salary
R80k / month

Our client, a niche credit fund, specializing in property secured lending is looking to hire a bright, young individual to join their team as the Financial Manager.

Key Responsibilities

Manage and support finance team
Review month end files each month
Review management packs each month
Presentation and discussion of management packs to senior management each month
Submission of monthly management packs and quarterly updates and financial information to shareholders/investors
Review of vat and income tax submissions
Key person responsible for liaison with auditors, to schedule and complete all audits, within tight deadlines, which includes dealing with all queries and submission of all disclosures and requested information.
Review of individual and consolidated financial statements
Managing the creditors control function
Review and approval of all payment requisitions
Review of all legal documentation linked to each deal, to make sure finance and legal align
Key person responsible for liaising with investors regarding financial information requested from them on a monthly / quarterly or ad hoc basis
Managing the tax efficiency between the group companies
Preparation of a cashflow and profit forecast on a quarterly basis and preparation of a comparison between budget vs actual
Presentation of the forecasts to senior management on a quarterly basis
Deregistration of older funds, companies and trusts in the group
Treasury management
Risk management
Overall management of the property portfolioQualifications
CIMA or someone with a bachelor’s degree with substantial experience
At least 3 years of work experience in Finance post articles
Compliance experience would be beneficial
Must be highly competent in excel and Advanced excel skills would be beneficial
Financial modelling experience would be beneficial
Must have High Level of Integrity
Must have good social skills and be able to adapt easily to any situation
Must be Organized with the ability stay calm and to drive various tasks to completion at the same time
Must be able to communicate with different stakeholders clearly and effectively
Must have the ability to identify risk/ problems and problem solve it to minimize risk
Must be able to operate on his/her own but also to work well within the team

Accountant / CA

Role
Accountant / CA

Location
Cape Town, Southern Suburbs

Industry
Wealth Management

Salary
R70k / month

Our client, a Wealth Management organisation based in Southern Suburbs CT, is seeking an Accountant/Financial Reporting Specialist to join their team.

The successful candidate will work closely with senior leadership, including directors, and collaborate with team members to enhance efficiency, reporting accuracy, and strategic insight.

Key Responsibilities

Develop and maintain automated Power BI reports and dashboards.
Continuously improve data pipelines and visualization for real-time decision-making.
Build, maintain, and enhance detailed cash flow reports
Ensure reporting aligns with business goals and provides actionable insights.
Prepare budgets and forecasts in support to the Financial Manager
Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling and the like)
Monthly updates and reports on Xero regards trusts
Analyse existing financial reporting processes and identify opportunities for automation.
Implement streamlined workflows to enhance reporting accuracy and reduce manual effort.
Create compelling, data-driven presentations for directors and senior stakeholders such as Wealth Managers.
Communicate complex financial insights clearly and effectively.
Provide operational support to finance team members, helping them work more efficiently.
Foster collaboration across teams to ensure smooth project execution.
Lead and manage reporting-related projects with strong organizational skills.
Work directly with Finance Manager on special initiatives and cross-functional projects.
Regular comparison of fees received for wealth management advice.
Critically evaluate existing processes and recommend changes.
Review service provider agreements.Qualifications, Skills & Experience
Postgraduate Commerce degree in Accounting or similar
CA(SA) required
3-5 years post articles experience
Advantage – experience in wealth and/or asset management
Proven experience in financial reporting and data automation.
Proficiency in Power BI, Excel, and other reporting tools.
Strong analytical, communication, and presentation skills
Solid understanding of financial concepts and cash flow.
Experience with process improvement and automation tools (e.g., Power Automate, VBA, or similar).
Effective project management skills and ability to work with multiple stakeholders.
Proactive, solution-oriented mindset with excellent attention to detail.

Assistant Accountant

Role
Assistant Accountant

Location
Cape Town (Southern Suburbs)

Industry
Financial Services

Salary
R40k / month

Our client, a niche credit fund, specializing in property secured lending, is seeking an Assistant Accountant to join their team. with an operational mindset.

The successful candidate should have an operational mindset, be highly organized and be process driven.

Key Responsibilities

Assist Accountant in the full accounting function, up to trial balance for multiple companies (Income statement and Balance sheet).
Pastel processing: monthly journal entries and daily cashbook entries.
General ledger maintenance, ensure integrity and accuracy of accounts.
Prepare journals, accruals and adjustments as necessary.
Assist with month-end and year end closing activities.
Inter-company recharges and transactions.
Preparing monthly balance sheet recons (including schedules).
Cashbook management: Daily cash management and bank reconciliation of multiple entities.
Full debtors and creditor’s function.
Assisting with audits and independent reviews for all group companies.
Working with credit team to assist in monthly accounting and tracking of loans.
Assist credit team with deal related queries.
Liaising with various stakeholders (attorneys, banks, municipalities, vendors, etc.)
Assist with Vat/Tax administration, working with Accountant and Tax practitioner.
Compliance (CIPC, FICA, NHBRC).
Fixed asset register maintenance.Qualifications, Skills & Experience
Minimum 3 years’ relevant accounting experience.
Computer literate in MS Office and advanced Excel.
Pastel experience.
Detail orientated.
Good communication skills
Experience in Finance or Property development industries advantageous.

Financial Accountant

Role
Financial Accountant

Location
Cape Town (Northern Suburbs)

Industry
Mining

Salary
R60k / month

Our client, a diamond mining company based in Northern Suburbs of Cape Town, is seeking a Financial Accountant/Financial Manager to join their team.

Key Responsibilities

Review supplier and cashbook reconciliations.
Conduct VAT reviews and prepare VAT201 returns.
Respond to SARS VAT queries and compile supporting documentation.
Review EMP submissions and prepare EMP201 returns.
Perform EMP501 reconciliation preparation.
Prepare the monthly consolidated management pack.
Conduct monthly group loan reviews and transaction elimination checks.
Maintain and update the fixed asset register.
Perform inventory spot checks.
Assist in the preparation of ad hoc management packs for individual companies.
Calculate provisional tax.
Reconcile annual VAT balances.
Compile and review annual financial statements.
Process year-end IFRS and other financial adjustments.
Assist with the preparation of audit packs and annual audits.
Assist the GFM with preparing the group income and expenditure budget.
Contribute to the implementation of finance policies and procedures.
Conduct internal control compliance tests in accordance with IFRS and IAS.
Assist in preparing and reviewing accounting policies.
Support group structure reviews, entity deregistration, and streamlining of transactions and activities.
Assist with the implementation of inventory systems and ad hoc audits of various transactions, procedures, and departments.
Undertake any other duties as prescribed by the GFM.Qualifications, Skills & Experience
Bachelor’s in accounting, Finance, or related field
Preferred certifications, e.g., CA(SA), ACCA, CIMA
3+ years in finance, auditing, or tax compliance
Strong knowledge of IFRS, IAS, and tax regulations.
Experience with financial reporting, reconciliations, and budgeting.
Strong analytical and problem-solving skills.
Attention to detail and accuracy in financial reporting.
Proficiency in financial systems and software
Excellent communication and teamwork abilities.
Ability to work independently and meet deadlines.

Securities Administrator

Role
Securities Administrator

Location
Cape Town (Northern Suburbs)

Industry
Financial Services

Salary
R40k / month

Our client, based in Northern Suburbs CT, is seeking a Securities Administrator to join their team.

The purpose of the role is to perform all functions required for the smooth and efficient running of the Securities Consulting Offering. The role encompasses, but is not limited to, the on-boarding of clients, daily maintenance of accounts through supervised trading, ad hoc query resolution, fee runs and report generation.

Key Responsibilities

New client onboarding, (Requires gathering of information and assist on completion thereof), including FICA and KYC.
Ad hoc client queries relating to custody accounts.
Assist all partners regarding statements, proposals and performance reviews.
Remediation according to the need per client.
Facilitate scrip transfers between providers.
Setup the meetings between all parties on legal, compliance, onboarding, corporate actions and portal tasks.
Trade calculations and trade execution.
Cash management on accounts daily.
Breach monitoring (ongoing).
Monthly and quarterly fee calculations.
Enhancing relationships between all parties.
Equity trading
Client and Partner reviews
Client and Partner proposals
Client onboarding training
Monthly Fee Schedules, Invoicing and Breakdown Analysis
Partner and inhouse training
All other administrative tasks pertaining to Portfolios.
Manage the Task Manager for the team together with the Investment AdministratorQualifications, Skills & Experience
Financial, Investment or relevant Degree
Trading experience beneficial.
RE5 (beneficial)
Matric
At least 2-3 years’ experience in a similar role.
Lisp Platform experience would be beneficial.
Class Of Business (Beneficial)
Marbletech systems knowledge beneficial