Current jobs related to Financial Consultant - Pretoria, Gauteng - Unison Consulting Pte Ltd


  • Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

    About the Job:As a Financial Statement Consultant at Accounting & Financial Advisory, you will be working closely with our clients to draft their financial statements using Draftworx and CaseWare Working Papers. Your key responsibilities will include importing trial balances, mapping/linking trial balances, creating lead schedules, inserting new content, and...

  • Legacy Consultant

    3 days ago


    Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    About the Opportunity: BetterSure Financial Consultants is seeking a Legacy Consultant to join our team. As a Legacy Consultant, you will be responsible for helping clients plan their estate effectively and achieve their legacy goals.Key Responsibilities:Estate Planning: Provide expert advice on estate planning and help clients create a customized plan that...


  • Pretoria, Gauteng, South Africa Avrio Financial Services Full time

    Avrio Financial Services are specialist insurance brokers in risk and investment planning based in Boksburg.They offer a complete holistic approach to financial planning, including short term and long term requirements, as well as offshore services.Their services range from investments and life insurance to commercial and personal insurance, with a focus on...


  • Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

    Job OverviewOur company provides accounting and financial advisory services to clients. We are seeking a highly skilled consultant to assist us in preparing annual financial statements using Draftworx and/or CaseWare Working Papers. Key Responsibilities- Import trial balances into Draftworx or CaseWare- Map/link trial balances- Create lead schedules and...


  • Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

    Financial Statement PreparationWe require a highly skilled consultant to assist our clients in preparing their annual financial statements. The successful candidate will be experienced in using Draftworx and/or CaseWare Working Papers, and have a strong understanding of IFRS standards.Responsibilities- Import trial balances into Draftworx or CaseWare-...


  • Pretoria, Gauteng, South Africa Bettersure Financial Consultants Full time

    Estate Planning Services Representative:We are seeking an experienced Estate Planning Services Representative to join our team at Bettersure Financial Consultants. As an Estate Planning Services Representative, you will be responsible for promoting and selling wills services to clients. This role requires strong interpersonal and communication skills, with...

  • Financial Planner

    1 week ago


    Pretoria, Gauteng, South Africa Bettersure Financial Consultants Full time

    BetterSure Financial Consultants is a dynamic and growing company that provides a range of financial services, including wills and estate planning. We are seeking a Financial Planner - Legacy Management to join our team and help us achieve our goals.In this role, you will be responsible for engaging with clients to promote and sell our wills services, while...


  • Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full time

    Job DescriptionAFA seeks a skilled Draftworx and/or CaseWare Financial Statement Consultant to assist clients in preparing their financial statements for submission to auditors.About the RoleThis position involves drafting annual financial statements using Draftworx and CaseWare Working Papers, ensuring compliance with IFRS standards. The ideal candidate...


  • Pretoria, Gauteng, South Africa Bettersure Financial Consultants Full time

    At BetterSure Financial Consultants, we are seeking a highly skilled Estate Planning Consultant to join our team. As a key member of our sales force, you will be responsible for engaging with clients to promote and sell our wills services.This role involves conducting client consultations, providing expert advice, and achieving individual sales targets while...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    About the Position: BetterSure Financial Consultants is seeking a Financial Estate Advisor to join our team. As a Financial Estate Advisor, you will be responsible for providing expert advice on estate planning and helping clients make informed decisions about their finances.Key Responsibilities:Financial Planning: Provide expert advice on financial planning...


  • Pretoria, Gauteng, South Africa Bwise Financial Solutions (Pty) Limited Full time

    About Bwise Financial Solutions (Pty) Limited">We are a Registered Financial Services Provider focused on delivering tailored financial solutions to our clients. With a strong presence in Gauteng, KZN, Free State, Northwest, and the Western and Eastern Cape regions, we empower Advisers to become successful business owners.">The Role of a Financial...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    Closing date for applications: 8 April 2025If you meet the minimum requirements, send your CV to joan.lombard@bettersure.co.zaPurposeThe Wills Sales Consultant is responsible for engaging with clients to promote and sell BetterSure's wills services. This role involves conducting client consultations, providing expert advice, and achieving individual sales...


  • Pretoria, Gauteng, South Africa Bettersure Financial Consultants Full time

    Closing date for applications: 8 April 2025 If you meet the minimum requirements, send your CV to Purpose The Wills Sales Consultant is responsible for engaging with clients to promote and sell BetterSure's wills services. This role involves conducting client consultations, providing expert advice, and achieving individual sales targets while...


  • Pretoria, Gauteng, South Africa Unison Consulting Pte Ltd Full time

    Company OverviewUnison Consulting Pte Ltd is a dynamic and innovative consulting organization that specializes in financial services related finance functions.


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    About UsInnovative Financial Advisor Services is a cutting-edge, well-resourced insurance advisory that empowers clients with tailored and best-of-breed solutions. Our unique approach combines flexibility with zero wastage, delivering exceptional results in the regulated product and fund landscape.Role OverviewThis full-time Senior Financial Advisor role at...


  • Pretoria, Gauteng, South Africa DK Consulting Full time

    Job SummaryWe are seeking an experienced Financial Services Consultant to join our team at DK Consulting. As a key member of our sales team, you will be responsible for developing and maintaining relationships with a panel of brokers and promoting our insurance and investment products.Key ResponsibilitiesDeveloping and maintaining relationships with a panel...


  • Pretoria, Gauteng, South Africa OpenSource Intelligent Solutions Full time

    Senior Financial Systems Consultant Job DescriptionAbout the RoleWe are seeking an experienced Senior Financial Systems Consultant to join our team at OpenSource Intelligent Solutions. The ideal candidate will have a strong background in financial accounting and controlling, with experience in SAP FICO systems.Key ResponsibilitiesCoordinate and oversee the...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...


  • Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

    Company Description Innovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...


  • Pretoria, Gauteng, South Africa Vp Wealth Management & Advisory Full time

    Sales and Financial Consultant Job DescriptionAs a Sales and Financial Consultant, you will be responsible for building and maintaining strong client relationships, providing expert financial advice, and developing customized financial plans. You will work closely with clients to understand their unique financial needs and goals, and provide tailored...

Financial Consultant

2 weeks ago


Pretoria, Gauteng, South Africa Unison Consulting Pte Ltd Full time

Company Overview

We are Unison Consulting Pte Ltd, a leading consulting firm in the financial services industry.

We help our clients achieve their business goals through strategic consulting and technology implementation.

Job Description

We are seeking an experienced Senior Financial Services Specialist to join our team. As a Senior Financial Services Specialist, you will be responsible for providing expert advice on financial services strategy, risk management, and regulatory compliance.

You will work closely with our clients to understand their business needs and develop tailored solutions to meet those needs.

Key responsibilities include:

  • Providing strategic advice on financial services strategy and risk management
  • Developing and implementing customized solutions for financial services clients
  • Collaborating with cross-functional teams to deliver client projects
  • Maintaining strong relationships with existing clients and identifying new business opportunities

Required Skills and Qualifications

To be successful in this role, you will need:

  • A minimum of 10+ years of experience in financial services consulting or banking
  • Strong knowledge of financial services regulations and risk management practices
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

Benefits

We offer a competitive salary and benefits package, including:

  • Opportunities for professional growth and development
  • A collaborative and dynamic work environment
  • A comprehensive benefits package, including health insurance and retirement plan

Others

We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about financial services and have a strong desire to make a difference, please apply now