Financial Services Consultant
6 days ago
We are seeking a highly skilled Financial Services Consultant to join our team. As a key member of our operations, you will be responsible for providing exceptional customer experiences and delivering high-quality services.
Your primary focus will be on building strong relationships with clients, understanding their needs, and offering tailored solutions that meet their expectations.
You will work closely with cross-functional teams to develop and implement effective strategies that drive business growth and enhance customer satisfaction.
To succeed in this role, you should possess excellent communication skills, a strong analytical mindset, and the ability to thrive in a fast-paced environment.
Key Responsibilities:
- Build and maintain strong relationships with clients
- Provide exceptional customer experiences through proactive support and issue resolution
- Analyze client data to identify trends and areas for improvement
- Develop and implement strategic plans to drive business growth and customer satisfaction
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Financial Services Consultant Position
6 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Title: Financial Services ConsultantJob Summary:We are seeking a skilled accounting professional to assist with a major project. The ideal candidate will have a strong analytical background and Chartered Accountant (SA) certification.Key Tasks:Manage all Project EASE work related to the Financial Integrity workstreamAnalyze balance sheet accounts to...
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Professional Financial Services Provider
3 days ago
Cape Town, Western Cape, South Africa Accounting & Financial Advisory Full timeAbout Our Team:We are a dynamic team at Accounting & Financial Advisory, dedicated to providing top-notch financial services to our clients. We are seeking an experienced Financial Statement Consultant to join our team and contribute to our success.Main Responsibilities:Prepare financial statements using Draftworx and/or CaseWare.Map/link trial balances and...
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Recruitment Consultant Financial Services
2 days ago
Cape Town, Western Cape, South Africa TFG HR Shared Services Full timeWe're committed to excellence at TFG HR Shared Services, and we're looking for an accomplished Recruitment Consultant Financial Services to drive the hiring process for finance positions.We foster a culture that prioritizes diversity and inclusion:We put our customers first.We work fast and smart.We do the right thing.As our Recruitment Consultant, you'll...
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Financial Statement Consultant
3 days ago
Cape Town, Western Cape, South Africa Accounting & Financial Advisory Full timeAbout the Role:As a Financial Statement Consultant at Accounting & Financial Advisory, you will be responsible for drafting high-quality financial statements using Draftworx and/or CaseWare. You will work closely with our clients to understand their needs and provide expert guidance on financial statement reporting.Key Responsibilities:Prepare financial...
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Financial Services Consultant
6 days ago
Cape Town, Western Cape, South Africa Badger Holdings (Pty) Ltd Full timeAbout UsBadger Holdings (Pty) Ltd is a reputable insurance company dedicated to helping individuals and businesses manage risk and achieve their goals.The OpportunityWe are seeking a talented Financial Services Consultant to join our team. As a Financial Services Consultant, you will play a critical role in providing expert advice and guidance to our...
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Financial Services Consultant
6 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob OverviewWe are seeking a highly skilled Financial Services Consultant to join our team. As a key member of our sales and customer service team, you will be responsible for building and maintaining strong relationships with clients.
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Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full timeAbout This RoleCandidate Requirements:We are seeking skilled and ambitious professionals to join our dynamic team of financial advisors at Cornerstone Advisory Service.As a financial advisor, you will play a critical role in helping clients achieve their financial goals through personalized advice and guidance.Responsibilities will include conducting...
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Financial Services Consultant
2 days ago
Cape Town, Western Cape, South Africa Firstrand Namibia Limited Full timeAbout Our TeamFNB Commercial is seeking a Financial Services Consultant to join our team.The successful candidate will provide expert advice and guidance to clients, helping them to achieve their financial goals.Key Requirements:A minimum of 2-3 years of experience in an Analyst role in the Commercial Banking environment.Strong analytical skills and the...
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Financial Services Consultant
3 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeCompany OverviewSanlam Life Ltd is one of the leading financial services providers in South Africa, offering a range of solutions to meet the diverse needs of individuals and businesses.Job DescriptionWe are seeking a talented Financial Services Consultant to join our team. As a key member of our sales force, you will be responsible for providing new and...
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Financial Services Consultant
2 days ago
Cape Town, Western Cape, South Africa Oasis Crescent Full time**Job Description**Oasis Crescent is seeking a skilled Financial Services Consultant to join our team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.Key Responsibilities:Provide comprehensive financial planning and advisory services to...
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Financial Services Consultant
4 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob Description:We are looking for an experienced Financial Services Consultant to join our team at Sanlam Limited. The successful candidate will be responsible for providing expert advice and guidance to clients on their personal financial planning needs.The ideal candidate will have a strong background in finance and experience in working with clients to...
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Financial Services Leader
2 days ago
Cape Town, Western Cape, South Africa Ca Financial Appointments Full timeRole OverviewWe are looking for a highly skilled Financial Services Leader to join our team at Ca Financial Appointments.The successful candidate will have a strong background in finance shared services, with experience in supervising critical financial operations, driving process improvements, and ensuring regulatory compliance.The Financial Services Leader...
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Financial Services Auditor
4 days ago
Cape Town, Western Cape, South Africa GG Financial Recruitment Full timeCompliance Officer Job SummaryGG Financial Recruitment is seeking a Financial Services Auditor to join their team. The successful candidate will be responsible for conducting audits and reviews of financial services providers to ensure compliance with relevant regulations.Responsibilities:Conduct audits and reviews of financial services providers to identify...
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Financial Services Consultant
4 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full timeAquarius Specialist Recruitment is seeking a Financial Services Consultant to assist our client in delivering exceptional services to clients and driving business growth. This role requires a high level of investment expertise, excellent communication skills, and the ability to work collaboratively with internal stakeholders.Key Responsibilities:Develop and...
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Financial Services Professional
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAbout the CompanyCA Financial Appointments is a leading recruitment agency specializing in financial services. We are committed to finding the best candidates for our clients' needs.The RoleWe are seeking a Fund Accountant to join our team, responsible for managing fund accounting functions, including financial reporting, fund expenses, and stakeholder...
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Financial Services Professional
6 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeEstablished in the field of financial services, CA Financial Appointments seeks a skilled professional to join their team as a Settlement Officer. With a strong focus on stability and growth, this role requires individuals with at least 2 years' experience in a similar position within fund services, wealth management or related fields.Key responsibilities...
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Financial Planner
3 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeThe Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.
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Financial Advisor
8 hours ago
Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full timeJob title : Financial AdvisorJob Location : Western Cape, Cape TownDeadline : April 25, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you ready to launch or elevate your career in the financial industry? Cornerstone Advisory Service an affiliate of Liberty is looking for talented individuals to join our dynamic team of...
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Team Administrator
6 days ago
Cape Town, Western Cape, South Africa GG Financial Recruitment Full timeJob Summary:GGR Financial Recruitment is seeking a talented Team Administrator - Financial Services to join our team. The successful candidate will provide administrative support to our clients, ensuring their financial operations run smoothly and efficiently.Responsibilities:Client Proposal Management: Develop and deliver client proposals, ensuring...
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Financial Advisor Role
4 days ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeCompany Overview:Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. With a focus on advocacy and tailored insurance options, our team serves as trusted partners for financial security.As a Personal Financial Advisor with Cross Wealth Financial Services, you will be responsible for developing...