Financial Services Consultant

3 weeks ago


Johannesburg, Gauteng, South Africa FirstRand Bank Financial Consultants Full time

Position Overview

As a Financial Services Consultant, your primary responsibility will be to deliver tailored risk and investment guidance to clients, ensuring compliance with relevant regulations and internal policies. Your role will encompass the following key responsibilities: Uphold adherence to established processes and ensure compliance with legal and audit standards. Meet predetermined sales objectives by identifying and capitalizing on business opportunities. Provide outstanding financial guidance to clients, aiming to surpass their expectations through innovative and suitable solutions. Monitor daily progress to ensure timely closure of new business applications. Foster and maintain collaborative relationships with colleagues and stakeholders to enhance productivity. Discover new business prospects that influence the industry and communicate these leads to the relevant product teams to facilitate cross-selling and strengthen client connections. Support clients in developing proposals using appropriate tools. Achieve key performance indicators set for the role. Regularly evaluate personal performance, seek constructive feedback, and pursue training opportunities as necessary.

Additional Information

All recruitment will align with FirstRand Group's Employment Equity strategy, promoting the hiring and advancement of individuals with disabilities. Candidates are encouraged to voluntarily disclose any disability information, which will be kept confidential unless legally required to share.



  • Johannesburg, Gauteng, South Africa Royal Square Financial Full time

    About Royal Square FinancialWe are a leading financial services company seeking an exceptional leader to join our team as a Senior Financial Consultant. As a key member of our organization, you will be responsible for leading a team of financial advisors and driving business growth.Key ResponsibilitiesEstablish and maintain a strong client base through...

  • Strategic Consultant

    3 weeks ago


    Johannesburg, Gauteng, South Africa Marsh & McLennan Companies Full time

    About Oliver WymanOliver Wyman is a leading global management consulting firm that helps clients optimize their business, improve their operations, and accelerate their organizational performance. With a presence in 70 cities across 30 countries, the firm combines deep industry knowledge with specialized expertise in strategy, operations, risk management,...


  • Johannesburg, Gauteng, South Africa Marsh & McLennan Companies Full time

    About Oliver WymanOliver Wyman is a global leader in management consulting, with a presence in 70 cities across 30 countries. We combine deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.Our team of over 5,500 professionals works with clients to optimize their business, improve their...


  • Johannesburg, Gauteng, South Africa Novah-Loy Consulting Full time

    Financial Advisor Job Description **About the Role** We are seeking a highly motivated and experienced Financial Advisor to join our team at Novah-Loy Consulting. As a Financial Advisor, you will be responsible for providing expert advice to clients on financial matters, identifying opportunities for growth, and developing strategies to achieve their...

  • Compliance Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa PRR Recruitment Services Full time

    Compliance Manager - Financial ServicesPRR Recruitment Services is seeking a highly skilled Compliance Manager to join our team.The ideal candidate will have:LLB, BCom Honours or relevant Risk Management related Degree or equivalent. Affiliation to a Compliance Body is advantageous.7 Years + working in a Compliance environment and/or managing/leading a...

  • Compliance Manager

    2 weeks ago


    Johannesburg, Gauteng, South Africa PRR Recruitment Services Full time

    About PRR Recruitment ServicesWe are seeking a highly experienced Compliance Manager to join our team at a software house based in the financial services sector.Key Responsibilities:Lead and manage a Compliance team to ensure effective risk management and regulatory compliance.Develop and implement compliance policies and procedures to mitigate risks and...


  • Johannesburg, Gauteng, South Africa Energy at Work Projects Full time

    Job Role: As a Credit Life Client Services Consultant at Energy at Work Projects, your responsibilities will include:Key Responsibilities:Maintaining a positive, empathetic, and professional attitude toward customers.Responding promptly to customer inquiries via various channels.Acknowledging and resolving customer complaints with efficiency.Having in-depth...

  • Service Consultant

    5 days ago


    Johannesburg, Gauteng, South Africa Palesa Mbali Group Full time

    Job Title: Service ConsultantAbout the Role:We are seeking a highly skilled Service Consultant to join our team at Palesa Mbali Group. As a Service Consultant, you will be responsible for providing exceptional customer service to stakeholders in the medical scheme space.Key Responsibilities:Manage Customer Service Requests: Respond to and resolve customer...


  • Johannesburg, Gauteng, South Africa Oracle Full time

    Job SummaryWe are seeking a highly experienced Enterprise Architect to join our team at Oracle. As a key member of our Financial Services consulting team, you will be responsible for providing strategic solution architecture guidance to our key customers in their Finance and Risk transformation journey.Key ResponsibilitiesArchitect, design, and present...

  • Compliance Manager

    1 week ago


    Johannesburg, Gauteng, South Africa PRR Recruitment Services Full time

    Group Compliance ManagerR1,2 million - RosebankPRR Recruitment Services is seeking a highly skilled Group Compliance Manager to join our client's team.Key Responsibilities:Provide strategic direction on compliance-related matters to the organisation.Advise and guide the business on existing and emerging regulatory compliance requirements.Develop, roll-out,...

  • Service Consultant

    3 weeks ago


    Johannesburg, Gauteng, South Africa Old Mutual Full time

    Job SummaryThis role involves providing exceptional support to clients via telephone and/or correspondence, handling complex cases and playing a key support role in sharing information and persuading clients of the best course of action.Key ResponsibilitiesDeal with clients via telephone and/or correspondence, adhering to procedural, productivity, and...


  • Johannesburg, Gauteng, South Africa Netsurit Full time

    Job Title: Tier 2 Client Services ConsultantAt Netsurit, we are seeking a highly skilled and experienced IT Services Consultant to join our team. As a key member of our client services team, you will be responsible for providing high-end technical support to our clients, including design and implementation of projects, infrastructure security analysis, and...


  • Johannesburg, Gauteng, South Africa Oracle Full time

    About the RoleWe are seeking a highly experienced and skilled Enterprise Architect to join our team at Oracle. As a key member of our Financial Services team, you will be responsible for providing strategic solution architecture guidance to our key customers in the Finance and Risk transformation journey.Key ResponsibilitiesArchitect, design, and present...

  • Financial Director

    6 days ago


    Johannesburg, Gauteng, South Africa Top Talent Professional Services Full time

    Job Title: Financial ControllerTop Talent Professional Services is seeking a highly experienced Financial Controller to lead the day-to-day activities of the Finance Department. The ideal candidate will have exceptional attention to accounting rigour, as well as strong background in management accounting and cost accounting, with a proven track record of...


  • Johannesburg, Gauteng, South Africa Top Talent Professional Services Full time

    Job Summary:We are seeking a highly experienced Senior Financial Director to lead the day-to-day activities of the Finance Department at Top Talent Professional Services. The ideal candidate will have exceptional attention to accounting rigour, as well as strong background in management accounting and cost accounting, with a proven track record of financial...


  • Johannesburg, Gauteng, South Africa Novah-Loy Consulting Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Novah-Loy Consulting. As a Financial Advisor, you will play a key role in driving business growth and delivering exceptional customer experiences.Key ResponsibilitiesOffice Infrastructure Management: Ensure the smooth operation of our office...

  • Financial Analyst

    3 days ago


    Johannesburg, Gauteng, South Africa PRR Recruitment Services Full time

    Vacancy Alert: Financial Services Specialist We are seeking a highly skilled Financial Services Specialist to join our team at PRR Recruitment Services. The ideal candidate will have a Bachelor of Commerce degree and 3-4 years of experience in debt collecting. Key Responsibilities: * Collect debts from clients * Maintain accurate records of debt...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Client Service Consultant OpportunityIsilumko Staffing is seeking an experienced Client Service Consultant to join our team in Johannesburg on a 6-month contract.Key Responsibilities:Provide exceptional client service and support to traders and investorsEducate clients on the stock market and its productsEngage with the broker to stay up-to-date on products...


  • Johannesburg, Gauteng, South Africa beBee Professionals Full time

    We are beBee Professionals, a leading financial services provider in Johannesburg, and we are seeking a skilled professional to fill the role of Wealth Management Analyst.Key Responsibilities:* Provide financial advice and services to clients, including portfolio management, asset allocation, and risk management.* Develop and implement financial strategies...


  • Johannesburg, Gauteng, South Africa beBee Professionals Full time

    We are beBee Professionals, a leading financial services provider in Johannesburg, and we are seeking a skilled professional to fill the role of Wealth Management Analyst.Key Responsibilities:* Provide financial advice and services to clients, including portfolio management, asset allocation, and risk management.* Develop and implement financial strategies...