Current jobs related to Business Financial Advisor - Stellenbosch, Western Cape - FirstRand Bank Limited

  • Financial Services Advisor

    3 weeks ago

    Stellenbosch, Western Cape, South Africa FirstRand Bank Limited Full time

    About the Role:We are seeking a highly skilled Business Financial Advisor to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide personalized financial advice to clients,...

  • Business Financial Consultant

    3 weeks ago

    Stellenbosch, Western Cape, South Africa FirstRand Bank Limited Full time

    About the Role:We are seeking a highly skilled Business Financial Advisor to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide personalized financial advice to clients,...

  • Business Financial Consultant

    2 weeks ago

    Stellenbosch, Western Cape, South Africa FirstRand Bank Limited Full time

    About the RoleWe are seeking a highly skilled Business Financial Advisor to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesProvide risk and investment advice to clients...

  • Business Financial Consultant

    1 week ago

    Stellenbosch, Western Cape, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Business Financial Advisor to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will be responsible for providing expert financial advice to clients, identifying new business opportunities, and managing client relationships.Key ResponsibilitiesProvide risk and investment advice to clients...

  • Financial Services Partner

    11 hours ago

    Stellenbosch, Western Cape, South Africa Network Recruitment Full time

    Finance Business PartnerAre you a strategic thinker with a passion for partnering with business units to drive financial performance? Our company, Network Recruitment, is seeking a dynamic and experienced Finance Business Partner to join our team and provide critical financial insights within the financial services sector.Key Responsibilities:Act as a...

  • Financial Business Partner

    3 weeks ago

    Stellenbosch, Western Cape, South Africa Network Recruitment Full time

    **Job Title:** Financial Business Partner**Job Summary:** We are seeking a highly skilled and experienced Financial Business Partner to join our team at Network Recruitment. As a key member of our organization, you will play a critical role in developing and implementing business strategies that drive growth and profitability.**Key...

  • Financial Services Business Partner

    7 days ago

    Stellenbosch, Western Cape, South Africa Network Recruitment Full time

    Job Title: Finance Business Partner CA(SA)Job Summary:We are seeking a dynamic Chartered Accountant to join our team as a Finance Business Partner. The successful candidate will be responsible for assisting the CFO in developing business strategies and growing the business in South Africa and Africa. The role requires strong financial skills, excellent...

  • Finance Business Partner

    3 weeks ago

    Stellenbosch, Western Cape, South Africa C40 Cities Full time

    About the RoleWe are seeking a highly skilled Finance Business Partner to join our team at C40 Cities. As a key member of our finance team, you will play a crucial role in designing and executing finance projects, managing the group treasury function, and providing strategic financial guidance to support the company's growth and expansion.Key...

  • Commercial Banking Specialist

    3 weeks ago

    Stellenbosch, Western Cape, South Africa FirstRand Bank Limited Full time

    About the Role:We are seeking a highly skilled Business Financial Advisor to join our team at FirstRand Bank Limited. As a Business Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide personalized financial advice to clients,...

  • Treasury Trader

    3 weeks ago

    Stellenbosch, Western Cape, South Africa CA Financial Appointments Full time

    **About the Role**CA Financial Appointments is seeking a highly skilled Treasury Dealer Support to join our team. As a key member of our financial markets team, you will work closely with our Treasury Manager to facilitate the group's financial markets requests to the treasury team.**Responsibilities:**Build and maintain relationships with financial...

  • Business Controller

    1 day ago

    Stellenbosch, Western Cape, South Africa Frank Consult Full time

    Job Title: Business ControllerThe Business Controller is a key role within Frank Consult, responsible for overseeing financial operations related to trade accounting and reporting. This position ensures the accuracy of financial reporting and provides strategic financial guidance to support business decisions.Key Responsibilities:Trade Accounting:Ensure...

  • Treasury Trader

    1 week ago

    Stellenbosch, Western Cape, South Africa CA Financial Appointments Full time

    Treasury Dealer Support RoleWe are seeking a highly skilled Treasury Dealer Support to join our team at CA Financial Appointments. This role will involve working closely with the Treasury Manager to facilitate the group of companies' financial markets requests to the treasury team.Key Responsibilities:Build and maintain relationships with financial...

  • Business Controller

    3 days ago

    Stellenbosch, Western Cape, South Africa Frank Consult Full time

    Job Title: Business ControllerThe Business Controller plays a pivotal role in ensuring the accuracy and integrity of financial reporting at Frank Consult. This position requires a strong blend of accounting and finance acumen, with a deep understanding of commercial dynamics within the industry.Key Responsibilities:Trade Accounting:Ensure compliance with US...

  • Financial Strategist

    2 weeks ago

    Stellenbosch, Western Cape, South Africa Network Recruitment Full time

    Job Opportunity: Financial Business Partner CA(SA)Network Recruitment is seeking a dynamic Chartered Accountant to join our client's team as a Financial Business Partner CA(SA). This is a unique opportunity to take on a challenging role that will allow you to develop your skills and expertise in financial management and business strategy.Key...

  • Financial Manager

    11 hours ago

    Stellenbosch, Western Cape, South Africa Sagen Advisory Full time

    Financial Manager Job DescriptionSagen Advisory is seeking a highly skilled and experienced Financial Manager to join our team. As a Financial Manager, you will play a critical role in overseeing the financial operations of our organization, ensuring the financial health and success of the company.Key Responsibilities:Develop and implement financial...

  • Financial Director

    1 day ago

    Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Full time

    Financial Manager Job DescriptionExceed Human Resource Consultants is seeking a highly skilled Financial Manager to join our team. The successful candidate will be responsible for overseeing the financial operations of the company, ensuring accurate financial reporting, and making informed decisions to drive business growth.Key Responsibilities:Budgeting and...

  • Financial Director

    7 days ago

    Stellenbosch, Western Cape, South Africa Sagen Advisory Full time

    Job Title: Financial ManagerWe are seeking a highly skilled and experienced Financial Manager to join our team at Sagen Advisory. As a key member of our finance department, you will be responsible for overseeing the financial operations and management reporting of our organization.Key Responsibilities:Budgeting and Forecasting: Lead the annual budgeting...

  • Financial Director

    3 weeks ago

    Stellenbosch, Western Cape, South Africa Network Recruitment Full time

    Job SummaryWe are seeking a highly skilled Financial Manager to join our team at Network Recruitment. As a key member of our organization, you will be responsible for overseeing the financial well-being and regulatory compliance of the company.Key ResponsibilitiesFinancial Planning and Analysis: Develop and implement comprehensive financial plans, analyze...

  • Financial Director

    3 weeks ago

    Stellenbosch, Western Cape, South Africa Lexdan Select Full time

    We are seeking a highly skilled Financial Controller to join Lexdan Select. As a key member of our team, you will be responsible for preparing and managing our financial accounts, ensuring accuracy and timeliness.Requirements:A relevant Accounting or Finance degree from a reputable institution.At least 5 years of relevant experience in financial management,...

  • Financial Analyst

    1 week ago

    Stellenbosch, Western Cape, South Africa Cardoso Recruitment Full time

    {"title": "Accountant", "description": "Key ResponsibilitiesOur client in Stellenbosch is seeking an experienced Accountant to join their dynamic FMCG business.Prepare and review financial statements, including balance sheets and income statements.Manage and reconcile daily cash books, credit card statements, and other financial records.Review and analyze...

Business Financial Advisor

4 months ago

Stellenbosch, Western Cape, South Africa FirstRand Bank Limited Full time

Description

To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products. Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies. Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships. Deliver exceptional Financial Advice to FNB Customers that exceeds customers' expectations through proactive, innovative and appropriate solutions. Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice. Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base. Achievement of key performance indicators as determined by the business. Maintenance of expert knowledge on all FirstRand products, application procedure, processing and timelines in order to drive and achieve relevant sales targets. Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy. Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines. Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals. Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.

Requirements:

Relevant Degree in Finance, Accounting or Investment Management. RE 5. Certified Financial Planner. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. CFP (Post grad in Financial Planning) All relevant FAIS CAT's (Not under supervision) 3-5 years experience in Commercial/Business Financial Planning FPI member or Professional related body We need a candidate fully bilingual in English/Afrikaans

Experience :

3 to 5 years' experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level. Experience in sales, investment and risk acumen. Experience within the Financial Services Sector together with the relevant preferred qualification. Person must not be an unrehabilitated insolvent. Experience in Shariah law, products & advice would be a bonus, or beneficial

Job Details

Application Closing Date

16/06/24

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.