Senior Financial Consultant
10 hours ago
This is a remote position as a Senior Financial Consultant with the Origin Financial Group.
Company OverviewA leading Independent Financial Advisor (IFA) in the South African market, we offer customized solutions and advice tailored to each client's financial life cycle. With a strong presence and national footprint, we partner with industry players to provide clarity and order to clients' financial affairs.
Salary and BenefitsThe estimated salary for this role is R600,000 - R800,000 per annum, accompanied by competitive remuneration packages and company benefits.
Job Responsibilities- Develop new business opportunities and maintain existing relationships
- Build strong relationships with clients to retain existing business and generate new leads
- Meet with new clients to perform financial needs analyses and uncover areas of need to generate new business
- Generate new business through referrals and cross-selling for the different entities within the organization
- Oversee quotations, policy activations, amendments, and claims
- Prepare and present proposals to potential clients
- Closing of leads and performing annual reviews/renewals for existing clients
- Attend to client requests in a timely manner and develop individual business plans
- Travel within South Africa and neighboring countries when required
- Workpool & Google Docs Knowledge
- 3-5 years experience in the industry
- Industry-related Qualification
- Registered as Representative of related FSP
- FAIS legislature requirements, including RE1 and RE5, CPD requirements, and Fit and Proper requirements
Responsible for meeting ongoing professional development requirements in line with qualification, staying abreast of industry and regulatory changes, and maintaining knowledge of various products.
Benefits and Culture- Competitive remuneration packages with company benefits
- A fast-paced work environment
- Employee recognition initiatives
-
Senior Financial Consultant
7 days ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timeJob Title: Senior Financial ConsultantAbout the Role:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Perfect Placement Recruitment. As a Senior Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals by providing expert advice on investment strategies, risk management, and...
-
Financial Consultant Specialist
11 hours ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...
-
Senior Property Financial Consultant
4 weeks ago
Bloemfontein, Orange Free State, South Africa Tower Group Full timeJob Title: Senior Property Financial ConsultantJoin our team of experienced professionals at Tower Group, a leading home finance specialist, and take on the exciting challenge of a Senior Property Financial Consultant role.Job Summary:We are seeking a highly motivated and results-driven Senior Property Financial Consultant to join our team. As a key member...
-
Bloemfontein, Orange Free State, South Africa Tower Group Full timeJob Opportunity at Tower GroupWe are seeking a skilled Senior Financial Consultant to join our team at Tower Group, a leading home finance specialist. As a key member of our sales team, you will be responsible for prospecting potential clients, identifying their financial needs, and matching them with suitable product packages.About the RoleSourcing...
-
Senior Financial Counsel
4 weeks ago
Bloemfontein, Orange Free State, South Africa beBee Professionals Full time**Senior Financial Counsel**beBee Professionals is seeking a Senior Financial Counsel to provide senior-level legal advice and guidance on financial matters. The ideal candidate will have a strong understanding of financial regulations and laws, and be able to provide legal advice on a variety of financial matters.The successful candidate will be responsible...
-
Senior Financial Consultant
3 weeks ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Old Mutual, we believe in the power of financial expertise to transform lives. As a Financial Advisor, you will play a vital role in helping our valued customers achieve their lifetime goals.About the RoleWe are seeking a self-motivated and dynamic individual with a passion for entrepreneurship to join our team....
-
Senior Financial Consultant
4 weeks ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Old Mutual, we believe in empowering individuals to achieve their lifetime goals. As a Financial Advisor, you will play a vital role in championing our valued customers to identify their financial needs, provide sound financial advice, and recommend tailored solutions.Key ResponsibilitiesConduct thorough...
-
Senior Financial Professional
4 weeks ago
Bloemfontein, Orange Free State, South Africa RECTITUDE RECRUIT Full timeSenior Accountant RoleWe are seeking a skilled Senior Accountant to join RECTITUDE RECRUIT. The ideal candidate will have a strong background in financial management, with experience in completing articles, obtaining financial qualifications, and maintaining a valid licence.Key Responsibilities:Manage financial records and ensure accuracy and...
-
Senior Financial Expert
2 weeks ago
Bloemfontein, Orange Free State, South Africa RECTITUDE RECRUIT Full timeSenior Accountant RoleAt RECTITUDE RECRUIT, we are seeking a Senior Accountant to join our team. The ideal candidate will have a strong background in financial accounting and a valid licence.Key Responsibilities:Completed articlesFinancial qualificationValid licenceStable work recordAbout UsRECTITUDE RECRUIT is a leading recruitment agency dedicated to...
-
Senior Financial Administrator
4 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob Title: Senior Financial AdministratorJob Summary:We are seeking a highly skilled Senior Financial Administrator to join our team at Rectitude Recruit. The ideal candidate will have extensive experience in financial management, accounting, and bookkeeping.Key Responsibilities:Manage all financial functions, including asset register, tax register,...
-
Senior Financial Analyst
4 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeRectitude Recruit seeks a seasoned Senior Financial Analyst to oversee all aspects of financial operations. The ideal candidate will possess a strong background in bookkeeping, payroll, and tax compliance.Key Responsibilities:Manage all financial transactions, including asset register, tax register, inventory, debtors, creditors, bank reconciliation, and...
-
Automotive Financial Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Gap Consulting Full timeJob Title: Automotive Financial SpecialistJob Description:We are seeking a highly skilled Automotive Financial Specialist to join our team at Gap Consulting. The successful candidate will have a strong background in accounting and finance within the automotive industry.Responsibilities:Provide financial guidance and support to dealerships within our...
-
Senior Financial Accountant
2 weeks ago
Bloemfontein, Orange Free State, South Africa Goldman Tech Resourcing Full timeAt Goldman Tech Resourcing, we are seeking a highly skilled Senior Financial Accountant to join our reputable clients in the Construction industry in Bloemfontein.The ideal candidate will possess:A completed articles qualificationA minimum of 3 years post articles experienceAn accounting qualification, such as CA(SA) or ACAA valid driver's license and own...
-
Chief Financial Professional
2 weeks ago
Bloemfontein, Orange Free State, South Africa Exceed Human Resource Consultants Ltd Full time**Accounting Opportunities at Exceed Human Resource Consultants Ltd**We are seeking to add skilled Accountants to our dynamic business, with a focus on senior options and individuals about to complete their articles. Public Sector experience is an advantage, and the position requires travel to clients in the region.Senior AccountantRelevant financial...
-
Senior Financial Operations Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob Title: Senior Financial Operations SpecialistJob Summary: We are seeking a highly skilled Senior Financial Operations Specialist to join our team at Rectitude Recruit. The successful candidate will be responsible for managing all aspects of financial operations, including bookkeeping, financial analysis, and financial reporting.Key...
-
Senior Financial Analyst
4 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Rectitude Recruit. The ideal candidate will have extensive experience in financial management, bookkeeping, and tax compliance.Key ResponsibilitiesManage all aspects of financial operations, including asset register, tax register, inventory, debtors, creditors, and bank...
-
Senior Financial Administrator
2 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob Title: Senior Financial AdministratorJob Summary:Responsible for all financial functions including accounts payable, accounts receivable, general ledger, and financial reporting.Manage cash flow, reconcile bank statements, and prepare financial statements.Supervise and train junior staff members in financial procedures.Coordinate with external auditors...
-
Aspiring Financial Consultant
4 weeks ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeEmpowering Africa's FutureOld Mutual is a pioneering force in Africa's insurance industry, driven by a passion for innovation and customer satisfaction.About the RoleWe are seeking a dynamic and entrepreneurial individual to join our team as a Financial Advisor. The ideal candidate will have a strong passion for delivering exceptional customer experiences...
-
Aspiring Financial Consultant
2 weeks ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeAfrica's Financial Future in Your HandsOld Mutual believes in harnessing the African opportunity, and our diverse talent reflects this.Ambitious and driven individualsWe are seeking self-motivated and dynamic professionals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.Key ResponsibilitiesIdentify customers'...
-
Chartered Financial Consultant
1 week ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeAbout the RoleAt Old Mutual, we continue to grow our team of talented professionals who share our vision for the African opportunity. This exciting role offers a chance to become a key player in championing our valued customers' financial goals.Key ResponsibilitiesProvide expert financial guidance to clients, identifying their needs and developing sound...