Current jobs related to Financial Services Representative - Cape Town, Western Cape - Ananzi


  • Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full time

    About 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...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    A Financial Services Representative is required to oversee and achieve organisational goals while upholding best practices. This role involves building and maintaining lasting relationships with clients and partners, ensuring compliance with regulations and procedures, and providing professional after-sales support to enhance the customer experience.Key...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    In this role as Assistant Operations Manager at TFG Financial Services Call Centre, you will have the opportunity to lead and manage a team of supervisors in a dynamic and fast-paced environment.Your Key Responsibilities Include:Ensuring monthly sales targets and KPIs are met by effectively managing the team's performance.Maintaining and enhancing compliance...


  • Cape Town, Western Cape, South Africa Sheshisa Finance Full time

    We are seeking a highly skilled Financial Services Representative to join our team in Worcester. As a key member of our mortgage services team, you will be responsible for engaging with clients to assess, explain, and review loan applications.This role requires strong communication and interpersonal skills, as well as the ability to work independently with...


  • Cape Town, Western Cape, South Africa Wenz Recruitment Full time

    We are looking for a highly motivated and organized individual to join our team as a Financial Services Representative. The successful candidate will be responsible for providing exceptional customer service to internal and external clients, ensuring timely resolutions to any problems that may arise.About the Role:To ensure an excellent quality of service is...


  • Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    Role 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...


  • Cape Town, Western Cape, South Africa GG Financial Recruitment Full time

    Compliance 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...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Established 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...

  • Financial Planner

    3 weeks ago


    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    The 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.

  • Financial Advisor

    1 day ago


    Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full time

    Job 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...

  • Team Administrator

    7 days ago


    Cape Town, Western Cape, South Africa GG Financial Recruitment Full time

    Job 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...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Company 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...


  • Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

    We are seeking a detail-oriented and customer-focused individual to provide financial advice and support to clients. The successful candidate will help clients achieve their financial goals by providing personalized guidance on various financial products and services.Responsibilities:Assist clients with financial planning and investment decisions.Provide...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    About the PositionTFG Financial Services is seeking a Customer Service Director to lead its Day Shift Sales Team. The successful candidate will be responsible for driving sales performance, managing relationships with internal and external stakeholders, and ensuring compliance with quality standards.This is a great opportunity for a motivated and assertive...


  • Cape Town, Western Cape, South Africa Accounting & Financial Advisory Full time

    About 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...


  • Cape Town, Western Cape, South Africa Private Client Financial Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Private Client Financial Ltd. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance.

  • Financial Advisor

    2 days ago


    Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full time

    Job Location : Western Cape, Cape TownDeadline: April 25, 2025About 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 financial advisors.Who we're looking for :Graduates with a CFP, B.Com Financial Management,...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, personal finance advice, retirement planning, and financial services to clients. The role involves developing customized financial strategies, analyzing financial data, and guiding clients towards their financial goals.ResponsibilitiesDevelop tailored...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleThe Sanlam Group is a leading financial services provider in South Africa, offering a range of products and services to individuals and businesses. As a Client Service Representative, you will play a critical role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide professional and effective...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Administrator Role in Wealth ManagementCA Financial Appointments seeks a skilled Administrator to work with our client in the wealth management industry.Job Description:Gather data from the Astute system for Private Wealth Managers and Para-Planners.Verify takeover completions with providers and chase any outstanding issues.Dispatch Provider Code Application...

Financial Services Representative

2 weeks ago


Cape Town, Western Cape, South Africa Ananzi Full time

We are seeking a highly skilled and experienced Financial Services Representative to join our dynamic team at Zylleyn. This exciting opportunity provides the chance to learn key skills and knowledge in debt collection, working with an extremely strong client base.

Requirements

Qualifications:

  • Matric or equivalent (essential)
  • Prior experience in a related field is advantageous but not essential

Skills and Knowledge:

  • Computer literacy and numeracy skills
  • Effective communication skills
  • Ability to draft letters and reports to clients
  • Strong negotiation and problem-solving skills
  • Attention to detail and goal-oriented mindset

This role offers a competitive commission structure and opportunities for growth and development.