Jobs at Oasis Crescent

About the job
Invest in a long-term career at Oasis

• Exciting opportunity to work for a global wealth management firm that offer Global Investment Administration Operation capabilities with a proven track record!
• We are looking for Accountants who completed their degrees with 2 to 5 years’ experience

Key Responsibilities:

• Financial Reporting: Ensure that all financial reports including but not limited to the monthly accounts and the preparation of audit files are prepared accurately and submitted on time on due dates, procedure manuals are adequately prepared and maintained regularly and are at the required standard.
• Accounting: Applying principles of accounting to prepare and analyse financial information, prepare financial reports including financial statements, strategic plans, budgets and financial forecasts, and variances from forecasts and the interpretations thereof and perform reconciliations.
• Taxation: Ensure that all related tax and statutory affairs of the different companies are in order including but not limited to ensuring that VAT, PAYE, UIF, SDL, Income Tax, Dividend Tax, FSB levies are duly submitted and paid for in time and proper cash planning is maintained to meet all our tax commitments.
• Systems: Ability to work within a strictly automated environment. Ensure integrity in systems mapping, Generation of appropriate and accurate management reports

Key Requirements

• BCom Accounting and completed their articles with a reputable firm
• Good working knowledge on Accounting Package (Sage X3, Caseware, MDA etc.)
• Excellent communication, reporting and interpersonal skills, verbal and written.
• Good teamwork skills, with the ability to develop strong relationships and to work collaboratively within the company.
• Tax, and financial regulatory and reporting requirements (IFRS).

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Position Overview:

• We are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.

Key Responsibilities:

• Provide comprehensive financial planning and advisory services to clients.
• Develop and implement personalized investment strategies aligned with clients' financial goals.
• Maintain and grow a client portfolio through proactive relationship management.
• Stay abreast of industry trends, regulatory changes, and investment opportunities.
• Collaborate with internal teams to deliver holistic financial solutions.

Qualifications:

• Bachelor’s degree in finance, accounting, business or related field
• RE5 certification.
• Certified Financial Planner (CFP) designation.

Experience

• Minimum of 3 years' experience in financial planning and advisory services.
• Strong understanding of investment products, financial markets, and regulatory frameworks.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Self-motivated with a results-driven approach.

Skills Required:

• Financial Planning Expertise: Ability to develop detailed financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
• Investment Knowledge: In-depth knowledge of various financial products, including equities, fixed income, mutual funds, retirement products, and alternative investments.
• Client Relationship Management: Skilled in establishing trust and long-term relationships with clients, understanding their needs, and delivering appropriate solutions.
• Analytical Skills: Strong ability to analyze financial data, assess investment opportunities, and make informed recommendations.
• Regulatory Compliance: Understanding of local financial regulations and compliance requirements, including FSB regulations and industry standards.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
• Sales and Networking: Ability to prospect new clients and build a solid network, driving business growth.
• Time Management: Strong organizational skills with the ability to manage multiple clients, tasks, and deadlines effectively.

Competencies:

• Client-Centric Approach: A deep commitment to understanding and meeting client needs while delivering excellent service.
• Ethical Integrity: Demonstrates high levels of professionalism and integrity in dealing with clients and colleagues.
• Problem-Solving: Ability to identify client challenges and provide tailored solutions to meet their financial goals.
• Resilience: Ability to handle rejection and manage setbacks while maintaining a positive and proactive attitude.
• Team Collaboration: Works effectively with internal teams, sharing knowledge and resources to deliver integrated solutions.
• Continuous Learning: Commitment to ongoing personal and professional development to stay ahead of industry trends and regulations.

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• The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field
• FAIS qualified
• Excellent knowledge of financial planning principles and investment strategies
• CFP or diploma in Financial Planning advantageous
• RE5 accreditation in investments advantageous
• Strong communication and interpersonal skills to collaborate effectively with clients
• Passionate about providing the best financial services and advice to clients
• Effective problem-solving skills, with the ability to identify issues and provide solutions
• Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
• Valid driver’s license essential.
• Adhering to CPD Requirement

Experience

• 2+ years experience in the financial services industry
• Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
• History of building strong relationships.

Job description

• To generate leads, set up appointments, meet clients and close the deal.
• To do an investment needs analysis
• To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
• To obtain all necessary documentation (FICA documentation).
• To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
• To assist with ad hoc marketing drives in your region.
• To effectively service your clients that may be in other centers limited travelling may be required
• Flexibility is required as clients from time to time request consultations outside of normal office hours.
• Analysis to provide ideas for new product development.
• Updating Profida Report on daily bases.
• Submitting daily travel reports
• Submitting demographic report of client.