Financial Services Specialist

3 weeks ago


Centurion, Gauteng, South Africa Profession Hub Full time

Financial Advisor Role at Profession Hub

Profession Hub is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for analyzing clients' financial status, providing expert guidance on different financial services and products, and creating customized financial plans.

Key Responsibilities:

  • Understand clients' financial needs and goals.
  • Determine clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
  • Advise clients on insurance coverage, investment planning, cash management, and other areas to help them reach their financial goals.
  • Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
  • Manage and regularly update clients' portfolios.
  • Communicate with clients to stay informed about their financial status and build a strong client base.

Requirements:

  • Valid driver's license with own transport.
  • Aged 23+.
  • Knowledge of the insurance industry.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Sense of ownership and pride in performance and its impact on the company's success.
  • Critical thinking and problem-solving skills.
  • Team player.
  • Good time-management skills.
  • Great interpersonal and communication skills.
  • Analytical thinking skills and ability to assess clients' needs.
  • Excellent communication abilities, including writing, speaking, and active listening.
  • Effective sales, presentation, and customer service skills.
  • Good organization and time management skills.


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a skilled Financial Services Compliance Specialist to play a vital role in ensuring the integrity of our financial practices. This position involves conducting compliance audits, analyzing risks, and contributing to the overall regulatory compliance of our operations.Duties and Responsibilities:Assist in conducting compliance...


  • Centurion, Gauteng, South Africa PRR Recruitment Services Full time

    Job Title: Financial Management SpecialistLocated in Doringkloof, we are seeking a highly skilled Senior Accountant to join our team at PRR Recruitment Services.About the Role:As a Senior Accountant, you will be responsible for capturing and importing bank statements and customer & supplier invoices, as well as performing monthly Payroll. You will also be...


  • Centurion, Gauteng, South Africa OUTsurance Full time

    About the RoleWe are seeking a highly skilled Financial Services Expert to join our team as a Client Retention Specialist. This role requires an individual who is passionate about providing exceptional service and building strong relationships with clients.


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    This role is part of a team that helps individuals achieve their financial goals. As a Financial Services Specialist, you will provide support to Senior Analysts in managing daily investment activities.Key Responsibilities:Daily Accounting and Reporting: Manage the fixed income and derivative investment balance sheet, ensuring accurate and timely...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Financial Stewardship SpecialistJob Type: Full-TimeWe are seeking a dedicated and detail-oriented Financial Stewardship Specialist with a strong background in financial services and a degree in finance, accounting, or a related field to join our dynamic team.Key Responsibilities:Oversee the company's financial activities, including cash flow...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Description:Network Recruitment is seeking a highly skilled Group Reporting Specialist to join their dynamic financial team. As a key member of the team, you will be responsible for performing monthly general ledger reconciliations, overseeing tax-related administrative functions, and ensuring accuracy in financial investment asset reporting.Key...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Financial Reporting SpecialistNetwork Recruitment is seeking a highly skilled Financial Reporting Specialist to permanently join their finance team. The main focus of this role is to ensure accurate financial reporting and consolidation in compliance with IFRS standards for the group.Duties:Prepare and analyze consolidated financial statements in compliance...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Financial Reporting SpecialistJob Summary:Network Recruitment is seeking a highly skilled Financial Reporting Specialist to permanently join their finance team. The main focus of this role is to ensure accurate financial reporting and consolidation in compliance with IFRS standards for the group.Key Responsibilities:Prepare and analyze...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Group Reporting Specialist CA(SA)About the RoleWe are seeking a highly skilled Group Reporting Specialist CA(SA) to join our financial team. The ideal candidate will have a strong background in financial reporting and a proven track record of delivering high-quality results.Key ResponsibilitiesMonthly general ledger reconciliationsOversee tax...


  • Centurion, Gauteng, South Africa PRR Recruitment Services Full time

    Job Vacancy NotificationWe are currently looking for a talented Junior Bookkeeping Specialist to join our team at PRR Recruitment Services. The ideal candidate will possess strong bookkeeping skills, including experience with Pastel Partner and Pastel Payroll. Strong knowledge of SARS efiling, EMP201, 501, VAT201, and IT12/14 is also required. The successful...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Group Reporting Specialist CA(SA)Job Description:We are seeking a skilled Group Reporting Specialist CA(SA) to join our client's financial team, near Centurion/Pretoria East.Key Responsibilities:Monthly general ledger reconciliationsOversee tax-related administrative functionsVerify the financial investment asset reporting dataAnalyse large...


  • Centurion, Gauteng, South Africa Express Employment Professionals Midrand Full time

    About Express Employment Professionals MidrandWe are a leading staffing agency providing top-notch talent to our clients. Our team is dedicated to delivering exceptional recruitment services.Job Title: Financial Management SpecialistThe estimated salary for this position is R600,000 - R800,000 per annum, depending on experience and qualifications.Job...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Group Reporting SpecialistAbout the Role: A prominent financial services company is seeking a skilled Group Reporting Specialist to join their finance team on a permanent basis.Responsibilities:Prepare and analyze consolidated financial statements in compliance with IFRS standards (IFRS 10, IFRS 7, and IFRS 17).Review and interpret financial...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Group Reporting Specialist CA(SA)Job Summary: We are seeking a highly skilled Group Reporting Specialist CA(SA) to join our financial team. The ideal candidate will have a strong background in financial reporting, with experience in general ledger reconciliations, tax-related administrative functions, and financial investment asset reporting.Key...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job & Company Description:This team at Network Recruitment is dedicated to helping individuals achieve their financial goals. Their focus is on providing practical solutions for individuals, communities, and businesses. This role will provide critical support to the Senior Analysts.Key Responsibilities:Manage daily investment accounting for the fixed income...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Group Reporting Specialist CA(SA)Job Summary:Network Recruitment is seeking a highly skilled Group Reporting Specialist CA(SA) to join their financial team. The ideal candidate will have a strong background in financial reporting, with a focus on general ledger reconciliations, tax-related administrative functions, and financial investment asset...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Network Recruitment is seeking a skilled Financial Reporting Specialist to join their financial team near Centurion/Pretoria East. The ideal candidate will have a strong background in financial reporting and a CA(SA) qualification.Key Responsibilities:Monthly General Ledger reconciliationsOversee tax-related administrative functionsVerify financial...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Senior Financial Reporting SpecialistJob Summary:We are seeking a highly skilled Senior Financial Reporting Specialist to join our team at Network Recruitment. As a Senior Financial Reporting Specialist, you will play a key role in ensuring accurate and timely financial reporting in compliance with IFRS and other relevant standards.Key...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Senior Financial Reporting SpecialistJob Description:Network Recruitment is seeking a highly skilled Senior Financial Reporting Specialist to join our team. As a Senior Financial Reporting Specialist, you will play a key role in ensuring accurate and timely financial reporting in compliance with IFRS and other relevant...


  • Centurion, Gauteng, South Africa Express Employment Professionals Midrand Full time

    Job Title: Financial SpecialistLocation: Centurion, GautengRemuneration: R240 000 per annumAbout the JobThis exciting opportunity has arisen for a skilled Financial Specialist to join our team at Express Employment Professionals Midrand. As a Financial Specialist, you will be responsible for performing various financial duties including accounting work,...