Financial Services Consultant
1 month ago
We are a forward-thinking financial services business, dedicated to empowering individuals and families to achieve their long-term financial goals. Our team of experienced professionals is passionate about delivering exceptional service and providing expert advice to help our clients secure a prosperous future.
Salary
The salary for this role is approximately R250,000 - R500,000 per annum, depending on experience and qualifications. This attractive remuneration package reflects the company's commitment to rewarding high-performing professionals who drive growth and success.
Job Description
As an accredited Financial Advisory Professional, you will play a pivotal role in delivering pro-active, on-demand financial services and advice to clients within a specific and qualified client market. Your primary objective will be to assist clients in structuring their wealth and ensuring a secure financial future for themselves and their families.
Duties & Responsibilities
- Maintain superior service delivery to clients through building strong relationships.
- Offer sound professional advice that delivers financial solutions aligned with clients' financial goals, value proposition, and compliance frameworks.
Required Skills and Qualifications
- Minimum Matric certificate.
- Minimum 2-5 years' work experience or a degree in any financial field.
- A high-flying entrepreneur driven by the challenge of a sales environment.
- Willingness to commit to self-development and ongoing learning.
- Clear credit and criminal records.
- Strong client relationship building skills.
Benefits
- Access to trained and skilled administration staff in our Biz Hubs.
- Opportunity to study and develop further, with a large majority of costs funded out of our Education Fund.
- Attractive incentive and rewards programs.
- Group benefits.
- Future mentorship agreements with Business Specialists.
- Great, friendly, and supportive working environment.
- Unlimited earning potential.
- Earn remuneration from nine different income streams.
- Modern, rustic-style office space at convenient locations.
- Dynamic team and professional environment.
-
Financial Services Risk Consultant
5 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeFinancial Services Risk Consultant OpportunityWe are seeking a highly experienced Financial Services Risk Consultant to join our team at CA Financial Appointments. The ideal candidate will have a strong background in risk management and 8-10 years of experience in the field.Job Description:The Senior Risk Analyst will assist with risk processes, including...
-
Financial Strategy Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeJob DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term...
-
Financial Operations Manager
1 month ago
Cape Town, Western Cape, South Africa TFG Financial Services Full timeJob Title: Financial Operations ManagerTFG Financial Services is seeking an experienced and skilled Financial Operations Manager to lead our team in the Financial Services Call Centre.About TFG Financial ServicesWe are a leading financial services provider, committed to delivering exceptional customer experiences through innovative solutions and exceptional...
-
High Earning Financial Consultant
1 month ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeWe are seeking a highly skilled and motivated Financial Consultant to join our team at Financial Advisors HR. This is an exceptional opportunity for individuals who are passionate about providing top-notch wealth management and protection solutions to our clients.About the Role:This is a full-time remote role for a Financial Adviser/Insurance...
-
Senior Property Financial Coordinator
3 weeks ago
Cape Town, Western Cape, South Africa Marvel Placement Consultant Full timeJob OverviewWe are seeking an experienced Senior Property Financial Coordinator to join our team at Marvel Placement Consultant.
-
Client Services Consultant
2 months ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeClient Onboarding FunctionCA Financial Appointments seeks a well-respected Client Service Consultant to join their transfer agency team. This role has a focus on the client onboarding function, ensuring seamless integration and compliance with relevant legislation.Responsibilities:Manage the client onboarding process, creating accounts for individuals and...
-
Senior Financial Services Consultant
1 month ago
Cape Town, Western Cape, South Africa Old Mutual Full timeJob OverviewWe are seeking a highly motivated and results-driven Senior Financial Services Consultant to join our team. This is an excellent opportunity for individuals who are passionate about delivering exceptional customer experiences and driving business growth.The ideal candidate will have a strong understanding of the financial services industry, with...
-
Financial Services Consultant
2 months ago
Cape Town, Western Cape, South Africa Octogen Full timeEmpowering Financial Well-beingAt Octogen, we're dedicated to helping our clients achieve financial stability. As a Financial Services Sales Consultant, you'll play a vital role in connecting clients to the solutions they need to break free from debt and secure a brighter financial future.Your RoleYou'll be building strong relationships with partners and...
-
Financial Services Consultant
1 week ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time**Job Summary**We are seeking a highly skilled Financial Services Consultant to join our team at Rory Mackie & Associates. As a Transfers and Onboarding Consultant, you will be responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers.The ideal candidate will have a strong background in Linked Products, Local Unit...
-
Operations Manager
4 weeks ago
Cape Town, Western Cape, South Africa TFG Financial Services Full timeJob SummaryWe are seeking an experienced Operations Manager to join our team at TFG Financial Services. The successful candidate will be responsible for leading and managing the day-to-day activities of our credit services department.About the RoleThe Operations Manager will oversee the efficient operation of the department, ensuring that all tasks and...
-
Financial Services Consultant
5 days ago
Cape Town, Western Cape, South Africa Emporium Human Capital Full timeAbout the Role:As a Financial Services Consultant with Emporium Human Capital, you will have the opportunity to champion valued customers in achieving their lifetime goals. Your key responsibilities will include identifying financial needs, providing sound financial advice, and recommending and implementing tailored financial plans and solutions.You will be...
-
Financial Services Regulator
5 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeA leading stockbroking firm seeks an experienced Compliance Officer to oversee regulatory compliance within the organization. As a member of the senior management team, this individual will be responsible for ensuring that all aspects of the business comply with relevant legislation.This is an exceptional opportunity to work in a dynamic industry and...
-
Financial Services Professionals
5 days ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeWe are seeking highly motivated Financial Advisors/ Insurance brokers/Great sales people to join our team at Financial Advisors HR. With a national presence in Johannesburg, Durban, and Cape Town, this is an excellent opportunity for individuals to leverage their skills and experience in financial services.Salary: We offer a competitive salary range of...
-
Financial Services Professional
1 week ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments offers an exciting opportunity for a Trade Settlement Specialist to join their investment administration team. This role involves working with a range of financial services solutions, making it an ideal fit for recent accounting graduates interested in the field.Key Responsibilities:Settle trades and manage cash flow...
-
Senior Business Consultant
5 days ago
Cape Town, Western Cape, South Africa Curiska Full timeCome and be part of Curiska's dynamic team as a Senior Business Consultant - Financial Services! We are offering a competitive salary of $85,000 per year for this role.About the Job:In this position, you will contribute to product design and user experience, providing ideas to improve client engagement and work closely with teams to prioritize and manage...
-
Financial Services Consultant
5 days ago
Cape Town, Western Cape, South Africa IOCO Full timeWe are seeking a seasoned Operational Support Manager to join our team at iOCO. In this critical role, you will be responsible for ensuring the smooth operation of our business processes and systems.Salary: $100,000 - $160,000 per annumJob OverviewiOCO is a leading consultancy that provides innovative software solutions to complex business problems. We are...
-
Financial Services Operations Coordinator
5 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full time**About CA Financial Appointments**We are a global financial services team seeking an experienced Financial Services Operations Coordinator to join our finance team. Our clients benefit from secure and efficient cross-border payment solutions, and we're looking for someone who shares our commitment to excellence.The ideal candidate will have a keen eye for...
-
Financial Services Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Intelligent Debt Management Full timeCompany OverviewAt Intelligent Debt Management, we strive to provide exceptional debt management solutions to our clients.Estimated Salary: R250,000 - R350,000 per annumJob DescriptionWe are seeking a highly skilled Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for resolving client queries related...
-
Financial Services Operations Coordinator
3 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Description:We are seeking an experienced Financial Services Operations Coordinator to join our finance team at CA Financial Appointments. This role will involve working closely with our clients to provide secure and efficient cross-border payment solutions.Key Responsibilities:Payment Processing: Accurately process cross-border payments, ensuring timely...
-
Senior Financial Services Coordinator
1 month ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAre you an experienced professional seeking a challenging role in the financial services industry? CA Financial Appointments is proud to present an exciting opportunity for an Executive Assistant Wealth.Job Summary:We are looking for a highly skilled and organized individual to join our team as an Executive Assistant. The successful candidate will have a...