Financial Strategist: Metafin Specialist

1 week ago


Cape Town, Western Cape, South Africa Sanlam Group Full time
Job Summary:

We are seeking a skilled Financial Strategist to join our team at the Sanlam Group. This is an exciting opportunity for a professional with expertise in financial planning and advice to provide high-quality services to clients.

Key Responsibilities:
  • Develop and maintain long-term relationships with existing and new clients, providing tailored financial solutions to meet their needs and goals.
  • Conduct comprehensive financial needs analysis, using industry-standard tools and systems, to identify client requirements and create personalized plans.
  • Present financial solutions to clients in a professional and competent manner, ensuring alignment with our Treating Customers Fairly policy.
  • Stay up-to-date with market trends and industry developments, applying this knowledge to enhance client services and grow our business.
Requirements:
  • Grade 12 qualification
  • Successful completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination (if registered with the Financial Sector Conduct Authority for more than 24 months)
  • Proven experience in sales, retail, or business development roles
Estimated Salary:

R 500,000 - R 700,000 per annum, depending on experience and performance.



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

    About the RoleCA Financial Appointments is seeking a highly skilled Senior Corporate Financial Strategist to oversee all finance activities, from planning and implementation to managing accounting controls across various entities.


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

    Job Description:We are seeking a seasoned Chief Financial Strategist to join our finance team at CA Financial Appointments.Key Responsibilities:Develop and implement financial management strategies aligned with business objectivesOversee the preparation of accurate and timely financial reports, including monthly and year-end statementsManage the budgeting...


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

    Optimise Cost Structure for Business GrowthWe are seeking a highly experienced Senior Financial Strategist to join our team at CA Financial Appointments. This is an exciting opportunity to play a key part in optimising the cost structure of a dynamic company, increasing the variable cost base and reducing fixed components of the Cost of Doing Business...


  • Cape Town, Western Cape, South Africa Santam Insurance Full time

    Job Title: Chief Financial StrategistSalary: R1,200,000 - R1,800,000 per annum (depending on experience)About the RoleWe are seeking an experienced Chief Financial Strategist to lead our finance team at Santam Insurance. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business...


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

    Job Summary:    We are seeking a Senior Wealth Strategist to provide expert financial planning, advice, and services to clients. This is a fantastic opportunity to develop customized strategies and guide clients towards achieving their financial goals.About the Role:    As a Senior Wealth Strategist, you will be responsible for analyzing financial...


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

    At Network Recruitment, we're on the hunt for a highly skilled Chief Financial Strategist to join our team! About UsWe're a dynamic and growing company that values expertise and innovation. Our ideal candidate is a proactive and detail-oriented professional with a passion for precision and a drive to succeed.Job SummaryWe're offering a competitive salary of...


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

    Job Title: Chief Financial StrategistAbout the RoleAt Communicate Recruitment, we are seeking a highly skilled Chief Financial Strategist to join our team.Key ResponsibilitiesLead financial planning and analysis to inform business decisionsCollaborate with various departments to provide financial insightsMentor and develop a team of financial...


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

    Job SummaryCareer Opportunity: Senior Financial StrategistWe are seeking a highly skilled Senior Financial Strategist to join our team at Communicate Recruitment. This role involves developing and implementing strategies to optimize working capital components across various business units and geographies, supporting growth objectives and enhancing...


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

    Job OverviewFiskal Finance is seeking a highly skilled Chief Financial Strategist to lead our team in designing and implementing scalable financial ecosystems.


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

    Company Overview: At Communicate Recruitment, we are seeking a highly skilled and experienced Senior Financial Strategist to join our team. Our company prides itself on its commitment to excellence and innovation in the recruitment industry.Salary: The estimated salary for this role is R850,000 - R1,050,000 per annum, depending on experience and...


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

    About the RoleWe are seeking a highly skilled Chief Financial Strategist to join our team at Conova Recruitment. In this exciting role, you will be responsible for overseeing all financial aspects of our organization, including budgeting, forecasting, and financial reporting.


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

    Network Recruitment is seeking a highly skilled Senior Financial Strategist to join their finance team in Cape Town.About the RoleThe ideal candidate will have a minimum of 3-4 years of experience in financial management, preferably in the gambling or gaming industry. As a Senior Financial Strategist, you will be responsible for leading the financial...


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

    Job OverviewCommunicate Recruitment is seeking a highly skilled Senior Financial Strategist to join our team.


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

    We are seeking a Chief Financial Strategist to join our team at Network Recruitment. The successful candidate will be responsible for driving financial performance and growth across the organization.About the RoleThe Chief Financial Strategist will play a key role in developing and implementing financial strategies that align with the company's overall...


  • Cape Town, Western Cape, South Africa Outsourced CFO Full time

    About the RoleWe are seeking an experienced Senior Financial Strategist to join our team at Outsourced CFO. As a key member of our finance department, you will play a crucial role in driving financial success and growth for our clients.


  • Cape Town, Western Cape, South Africa Charm Recruit Full time

    Job Description:As a key member of the Charm Recruit team, we are seeking a highly skilled Chief Financial Strategist to join our organization. The successful candidate will be responsible for overseeing the financial operations within the business unit, ensuring accuracy and efficiency in all facets of finance.The ideal candidate will possess a deep...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    We are seeking a talented Executive Financial Strategist to join our team at Liberty Standard Bank Group.About the RoleAs an Executive Financial Strategist, you will be responsible for helping clients achieve their financial goals by providing expert guidance and advice.This is a highly rewarding role that requires strong interpersonal and analytical skills,...


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

    About Network RecruitmentWe are proud to partner with a leading business in the delivery of essential products and services that protect and enable growth across diverse sectors.Job Title: Senior Financial StrategistThe role of Senior Financial Strategist is pivotal in driving financial performance, ensuring compliance, and supporting strategic decisions....


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

    Job SummaryWe are seeking a skilled and experienced Chief Financial Strategist to join our team at Communicate Recruitment.The ideal candidate will have a strong background in financial management, excellent analytical skills, and the ability to collaborate effectively with various departments.


  • Cape Town, Western Cape, South Africa Conova Pty Ltd Full time

    Job Description:We are seeking a highly skilled Chief Financial Strategist to join our team at Conova Pty Ltd. The successful candidate will be responsible for overseeing the daily finance operations of multiple legal entities and providing strategic input into the company's financial plans.