High-Performing Financial Strategist

1 week ago


Cape Town, Western Cape, South Africa Hans Mahrt and Company (Pty) Ltd Full time

We are seeking a self-starter to join Hans Mahrt and Company (Pty) Ltd as a Financial Adviser.

About the Role:

As a Financial Adviser, you will be responsible for assisting clients in building financial security. Your duties will include advising on suitable insurance, investment, and estate planning strategies. You will also be required to stay abreast of different offerings from various Financial Services Product Providers. Our expectation is that you will efficiently build and maintain long-term relationships to ensure the stability of our company's revenues and growth.

Key Responsibilities:

• Work with minimal supervision as a self-starter
• Procure new business
• Expand sales of products and services with existing customers
• Mainly work on own leads
• Highlight the advantages or benefits of products or services to individuals and the organization
• Adjust your sales technique depending on the nature of the prospect or customer
• Determine customers' needs and interests
• Advise on the most appropriate financial product for customers' needs

Requirements:

• Matric qualification
• 18 months experience in the financial services industry
• Regulatory examination RE5
• Class of Business up-to-date CPD points
• Valid driver's license and own transportation
• Clear criminal and credit record
• Excellent communicator
• Tech-savvy
• Entrepreneurial mindset

Remuneration:

This is a commission-only role, where income is dependent on your productivity. The commission split is up to 70/30, with bi-weekly payouts.



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

    CA Financial Appointments is seeking a highly experienced Senior Financial Strategist to lead our regional financial operations in Cape Town.Salary: R1,200,000 - R1,500,000 per annumJob Description:The ideal candidate will have a minimum of 5 years of experience in the financial or long-term insurance sectors, with a proven track record as a Financial...


  • 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 CA Financial Appointments Full time

    CA Financial Appointments is seeking a seasoned Senior Financial Strategist to drive financial strategy and compliance across the Group divisions.Estimated Salary: R1,200,000 - R1,500,000 per annumAbout the RoleThis exciting opportunity requires a detail-oriented leader with strong analytical, problem-solving, and interpersonal skills to ensure sustainable...


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

    About Our ClientGG Financial Recruitment is proud to partner with a leading national energy company based in Cape Town.We are seeking an accomplished Chief Financial Strategist to drive financial growth and success.Key Responsibilities:Develop and implement cost-effective pricing strategies for projectsConduct thorough stock control and reconciliation...


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

    Job Title:Financial StrategistCompany Overview:HR Genie is a leader in HR solutions, committed to delivering exceptional results. As a Financial Strategist, you will play a crucial role in shaping our financial future.Job Description:We are seeking a highly skilled Financial Strategist to lead financial strategy, oversee financial operations, and support...


  • 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 Initiate International Full time

    Job Title: Chief Financial StrategistWe have an exciting career opportunity for a seasoned financial expert to join Initiate International as a Chief Financial Strategist.About the Role:This is a senior leadership position that will play a pivotal role in driving the company's financial performance and strategic growth. As a key member of our executive team,...


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

    Job SummaryA senior financial strategist is required to lead the financial management of a retail company. The successful candidate will be responsible for developing and implementing financial strategies, managing budgets, and analyzing financial performance.


  • 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 Network Recruitment Full time

    Job Title: Senior Financial StrategistWe are seeking a highly skilled and experienced Senior Financial Strategist to join our finance team at Network Recruitment.


  • 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 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 Initiate International Full time

    Unlock Customer Acquisition Potential as a Marketing Performance StrategistAt Initiate International, we are seeking an exceptional Marketing Performance Strategist to join our dynamic team in Cape Town. This is an exciting opportunity for a highly skilled professional to drive customer acquisition efforts across digital and traditional channels.We offer a...


  • 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 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

    Company OverviewWe are a rapidly growing company seeking an experienced Chief Financial Strategist to lead our financial operations. With a focus on innovation and growth, this role will play a crucial part in shaping our financial future.About the RoleWe are looking for a highly skilled and motivated individual to join our team as a Chief 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 Recruitment Matters Full time

    Are you a seasoned finance professional looking for a new challenge? Recruitment Matters is seeking a Senior Financial Strategist to join our team in this exciting opportunity.About the RoleWe are looking for a highly skilled and experienced finance operations professional to support financial planning, analysis, and decision-making across our organization....


  • Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

    At SET Recruitment Consultants, we're seeking a highly skilled Chief Financial Strategist to join our team. The ideal candidate will have 8-10 years of experience in credit (unsecured lending preferably) and hold a CA qualification.Job SummaryThis is a newly created position with a highly sought-after employer in Cape Town. As a Senior Financial Manager,...


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

    At HR Genie, we're seeking a highly skilled Chief Financial Strategist to drive financial excellence and navigate the complexities of the retail industry. Located in Cape Town, this exciting opportunity offers a competitive salary of R1,200,000 - R1,500,000 per annum, depending on experience.Job Description:The Chief Financial Strategist will be responsible...