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  • Posted: Nov 22, 2023
    Deadline: Not specified
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    BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to del...
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    Para Planner - JHB

    Description
    Para Planner, Financial Planning 

    • BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para Planner to join the BDO Financial Planning team, in our Johannesburg office. This appointment is for a full time, permanent position.  

    What this position offers: 

    • The opportunity to work with senior Financial Planners throughout the 6-step Financial Planning Process, client interactions & meetings. 
    • The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos. 
    • Exposure to client-related events and training programs.
    • Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world. 

    Requirements
    Minimum Requirements to apply:

    • Certified Financial Planner® professional 
    • At least 3 years’ work experience within a Financial Planning practice. 
    • Experience in working with Elite Wealth’s financial planning software would be an advantage.
    • Excellent MS Office 365 skills.

    Required Skills & Measurement of Performance:

    • A successful candidate will possess an ambition to contribute to and support our Financial Planning team and will understand what it takes to carve a career within this demanding profession.
    • Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis. 
    • Bi-annual management appraisal related to performance; progress & knowledge gained.
    • Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners. 
    • A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail. 

    go to method of application »

    Intermediate Accountant - Durban

    Description

    • BDO Business Services Outsourcing Services has vacancies for an Intermediate Accountant who will help in maintaining/managing portfolios of monthly and annual accounting clients. 

    Competencies:
    Perform the following annual engagements:

    • Annual write-up of accounting records utilising the firms preferred software tool, i.e., Xero, SAGE Online, Pastel Partner
    • Compilation Engagements in terms of ISRS 4410
    • Independent Review Engagements in terms of ISRE 2400
    • Accounting Officer Engagements in terms of Close Corporations Act
    • Ensuring that proper planning is performed before execution
    • Ensuring BDO SOP’s are followed at all times
    • Proposing journals to client (via Senior / Manager)
    • Communicating with clients and making engagement arrangements, discuss engagement results
    • Drafting AFS per IFRS and IFRS for SMEs
    • Performing tax computations for companies, close corporations and trusts (including SBC’s, special allowances (s12C, s12E, etc) 
    • Monthly accounting - processing accounting transactions and reconciliations to Balance Sheet, preparation of management accounts and calculation and reconciling of VAT and PAYE
    • Managing own WIP and budgets on engagements
    • Updating Manager and Partner on progress of engagements
    • Mentoring junior staff both on the job and generally
    • Assist other staff members where needed
    • Outsourced projects when needed
    • Other duties as may be required in line with the position.

    Requirements
    Requirements:

    • B.Com Financial Accounting  
    • Ability to work in a team and independently
    • Good communication skills, internal and external, both written and verbal
    • Working knowledge of most commonly used accounting packages (for reporting purposes and ad-hoc processing)
    • Detailed knowledge of Caseware Working papers

    Method of Application

    Use the link(s) below to apply on company website.

     

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