Financial Services

The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment. The Financial Adviser in training will learn to build their...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

Assist in the development of forecasts, financial objectives and business plans to achieve targets. - Meet goals and metrics. - Manage budgets and fund allocation. - Achieve National branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer. - Must be a "Keeper of the SFS...

The Client Service Team Manager is responsible for the overall direction, coordination, quality, and productivity of the Client Services team. The Team Manager will work closely with front-line staff, support departments, internal/ external stakeholders, and the management in support of business needs. He/She needs to make sure that the departmental service...

Responsible for the effective and efficient management of corporate legal function, provision of legal advisory services and effective management of legal and contractual risks. **EDUCATION** **MINIMUM QUALIFICATIONS** B Com and LLB (or Equivalent) **DESIRED/ PREFERRED REQUIREMENTS** Admitted Attorney. **EXPERIENCE AND KNOWLEDGE** **MINIMUM...

I am currently recruiting for a Strategic Financial Analyst for a leading, financial services company, based in Cape Town. This role will include providing commercial insight and analysis of business performance, compiling financial reports, and provide business intelligence to assist in decision making. **Responsibilities**: - Support the integrated...

Were all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for...

**Purpose of role**: The incumbent is required to support the financial planners in providing excellent service to clients. **Requirements**: **General** - Must have excellent knowledge of investment products - Preference for investment management, financial planning, accounting, tax or CFP - At least 2+ years’ experience in a financial services...

Our client is looking for dedicated Financial Services Sales Consultant to join their team. As a Financial Services Sales Consultant with the ability to influence, you’ll build client relationships and provide financial services to improve clients’ financial wellbeing. **Responsibilities**: Calling potential clients to discuss their financial needs and...

The Dialer Operations Specialist plays a crucial role in overseeing the functionality and optimization of the dialer systems. The role is responsible for all aspects of dialer strategies, the day-to-day operations of dialer systems, setting up campaigns, prioritizing them effectively, monitoring them in real-time, and conducting thorough reporting and...

Job Title: Finance ManagerPrimary Purpose:Responsible for managing and developing business analysis of financial statements for the Council's Funds. Oversee the accounting team's management for processing financial transactions and statutory returns, ensuring compliance with accepted accounting practices and regulations.Key Performance Areas, Deliverables &...

Key Performance Areas, Deliverables & Measures: Management of the Team of Accounting Professionals / Clerks Manage and cultivate a motivated and productive finance team environment. Collaborate with Funds Administrator & Finance Executive to set and achieve team objectives. Review employee performance and identify future needs and capabilities. Plan workload...

Key Performance Areas, Deliverables & Measures:Management of the Team of Accounting Professionals / ClerksManage and cultivate a motivated and productive finance team environment.Collaborate with Funds Administrator & Finance Executive to set and achieve team objectives.Review employee performance and identify future needs and capabilities.Plan workload...

Key Performance Areas, Deliverables & Measures: Management of the Team of Accounting Professionals / Clerks Manage and cultivate a motivated and productive finance team environment. Collaborate with Funds Administrator & Finance Executive to set and achieve team objectives. Review employee performance and identify future needs and capabilities. Plan workload...

Are you a seasoned financial professional with a passion for leading teams and ensuring the smooth operation of financial functions? My client is seeking an experienced Support Services Financial Manager to oversee and manage critical financial operations within their organization.This position is based in Johannesburg North. Duties:Team Leadership: Lead and...

Are you a seasoned financial professional with a passion for leading teams and ensuring the smooth operation of financial functions? My client is seeking an experienced Support Services Financial Manager to oversee and manage critical financial operations within their organization.This position is based in Johannesburg North. Duties: Team Leadership: Lead...

Are you a seasoned financial professional with a passion for leading teams and ensuring the smooth operation of financial functions? My client is seeking an experienced Support Services Financial Manager to oversee and manage critical financial operations within their organization.This position is based in Johannesburg North. Duties:Team Leadership: Lead and...

An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients and ensures that the business is able to deliver outstanding services. **Skills & Requirements**: **_...

Financial Accountant B Com plus SAIPA or SAICA articles to join dynamic Financial Services and Property group based in Illovo.R550 000 to R600 000 plus a bonus. Superb role for a B Com plus SAIPA or SAICA articles who has 3 years of post-articles Accounting experience to join this growing group and to manage the financial accounting function, assist with...

Financial Accountant B Com plus SAIPA or SAICA articles to join dynamic Financial Services and Property group based in Illovo.R550 000 to R600 000 plus a bonus. Superb role for a B Com plus SAIPA or SAICA articles who has 3 years of post-articles Accounting experience to join this growing group and to manage the financial accounting function, assist with...