Financial Services Specialist

CA Financial Appointments is seeking a highly skilled Financial Services Specialist to manage the administration of local and offshore portfolios. The ideal candidate will have a minimum of 3 years' experience in a similar role, with a strong background in asset administration and financial services.Key Responsibilities:Ensure accurate and efficient pricing...

Financial Planning SpecialistCA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for providing exceptional financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clientsConduct thorough...

About TFG Financial ServicesWe are a leading provider of financial services, and we are seeking an experienced Credit Services Manager to join our team.SalaryR800 000 - R1 200 000 per annum.Job DescriptionAs a Credit Services Manager, you will be responsible for leading a team of credit specialists and ensuring that all credit-related processes are managed...

Job Title: Financial Services Team LeadTFG Financial Services is seeking a dynamic and assertive individual to lead a team of supervisors in a fast-paced and dynamic working environment. The successful candidate will be responsible for managing monthly targets and KPIs, maintaining compliance standards, and enhancing management reporting as a performance...

Job Title: Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Financial Services Operations Manager to lead our Call Centre team. As a key member of our leadership team, you will be responsible for managing and coaching a team of supervisors to achieve exceptional operational performance.Key...

Job Title: Senior Financial Services Operations ManagerTFG Financial Services is seeking a highly motivated and experienced Senior Financial Services Operations Manager to lead our Financial Services Call Centre team.The ideal candidate will have a proven track record of managing teams, driving operational excellence, and delivering results in a fast-paced...

Job Title: Financial Services Performance ManagerJob Summary:We are seeking a highly skilled and experienced Financial Services Performance Manager to join our team at TFG Financial Services. As a Senior Manager, you will be responsible for leading a team of supervisors in a fast-paced and dynamic working environment.Key Responsibilities:- Manage monthly...

CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to manage the financial reporting processes for a leading Financial Services company. The successful individual will have a minimum of 3 years' experience in a similar role with asset administration of local and offshore portfolios.Key Responsibilities:Ensure accurate and...

Financial Planning Role at Cross Wealth Financial Services**Job Summary**As a Personal Finance Consultant at Cross Wealth Financial Services, you will be responsible for providing expert financial planning and guidance to clients.**Key Responsibilities:*** Develop customized financial strategies to help clients achieve their goals* Analyze financial data to...

Financial Operations SpecialistCA Financial Appointments is seeking an experienced Financial Operations Specialist to join their financial team.Key Responsibilities:Verify and process financial documents to ensure accuracy and complianceMatch supplier invoices to relevant orders and documentsCapture and record financial transactionsReconcile financial...

Job SummaryAt Cross Wealth Financial Services, we are seeking a highly skilled Financial Planner to join our team. The ideal candidate will have a strong background in financial planning, personal finance, and retirement planning.Key ResponsibilitiesDevelop customized financial strategies for clientsAnalyze financial data to identify areas for...

CA Financial Appointments is seeking a skilled Financial Planning Specialist to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and delivering high-quality financial planning solutions.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

Key Responsibilities:Develop and implement customized financial plans for clients.Provide expert advice on retirement planning, investment strategies, and wealth management.Conduct thorough financial analysis to identify areas for improvement.Collaborate with clients to set and achieve their financial goals.About the Role:At Cross Wealth Financial Services,...

We are seeking a Financial Governance Specialist to support the development and implementation of a robust control framework within the Finance Department. The ideal candidate will possess strong business acumen and governance expertise, with the ability to communicate effectively at all levels.Key Responsibilities:Perform independent testing to check the...

Financial Operations SpecialistCA Financial Appointments is seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will be responsible for managing daily financial functions, including actioning accounts transactions on SAP, controlling purchase orders, and maintaining statutory fixed assets registers.Key...

We are seeking a Financial Reporting Specialist with strong Tax, IFRS and Reporting skills to join CA Financial Appointments in Cape Town.Responsibilities:Prepare financial reports for management and stakeholders;Ensure compliance with IFRS accounting standards;Manage taxation and reporting processes;Provide financial analysis and insights;Collaborate with...

Job Title: Financial Compliance SpecialistJob Summary:We are seeking a skilled Financial Compliance Specialist to join our team in Cape Town. As a Financial Compliance Specialist, you will play a critical role in ensuring the company's financial transactions are in compliance with internal and external policies and regulations.Key Responsibilities:* Monitor...

CA Financial Appointments is seeking a Senior Financial Reporting Specialist to support the financial services sector. The ideal candidate will be a qualified CA(SA) with a minimum of 3 years post articles experience in a financial reporting environment. Key responsibilities include expense reporting, review and analysis of expense reports, and assisting...

CA Financial Appointments is seeking a highly skilled Financial Reporting Specialist to join their team in the manufacturing industry. This exciting opportunity is focused on Tax, IFRS and Reporting skills.Key Responsibilities:Prepare and review financial reports to ensure accuracy and compliance with regulatory requirements.Develop and implement effective...

Unlock Your Potential with Old MutualWe're on a mission to empower individuals to achieve their lifetime goals. As a key player in Africa's insurance industry, we're seeking dynamic professionals to join our team.About the RoleAs a Financial Services Specialist, you'll be responsible for identifying customers' financial needs and providing expert advice to...