Financial Services Specialist Johannesburg

2 weeks ago


Sandton, South Africa PPS Recruitment Full time
Purpose of the Role:
The primary objective of this position is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and expanding a membership and client base for eligible professionals by implementing PPS financial solutions tailored to the client's needs.
Scope of the Role:
This is a commission-based role that involves financial planning, advice, and sales in risk insurance (ideally 70% focus), savings, and investments, as well as wills, tax, and estate planning. We are seeking experienced long-term insurance financial planners who are graduates themselves, familiar with servicing the professional market, holding 4-year or higher qualifications that align with the PPS niche market. This role involves self-generated leads.

  • Sandton, South Africa Scholtz Partners International Full time

    Job Title: Financial Services SpecialistWe are seeking an experienced Financial Services Specialist to support our dealership through vehicle financing to maximize profit.Key Responsibilities:Take care of Finance and Insurance, and get the client approved for both.Assist with making applications and structuring deals attractively for clients.Send deals for...


  • Sandton, South Africa PPS Recruitment Full time

    Job Purpose:The primary objective of this role is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing PPS financial solutions tailored to their needs.Scope of the Job:This is a commission-based role that...


  • Sandton, South Africa Scholtz Partners International Full time

    Job Summary:We are seeking an experienced Financial Services Specialist to support our dealership through vehicle financing to maximize profit. The ideal candidate will have a strong background in finance and insurance, with excellent customer service skills and the ability to work efficiently in a fast-paced environment.Key Responsibilities:Take care of...


  • Sandton, South Africa Scholtz Partners International Full time

    Job Summary:Scholtz Partners International is seeking an experienced Financial Services Specialist to support our dealership through vehicle financing and maximize profit. The ideal candidate will have a strong background in finance and insurance, with excellent customer service skills and the ability to work efficiently in a fast-paced environment.Key...


  • Sandton, South Africa PPS Recruitment Full time

    Business Development and Relationship Management Opportunity **Job Summary:** PPS Recruitment is seeking a skilled professional to join our team as a Financial Services Development Specialist. This hybrid role combines the skills and experience of a Broker Consultant and an Investment Specialist, providing Life Assurance & Investment support to financial...


  • Sandton, South Africa FirstRand Bank Financial Consultants Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Advisor to join our team at FirstRand Bank Financial Consultants. As a key member of our team, you will be responsible for providing expert financial advice to our clients, ensuring that their financial needs are met and exceeded.Key ResponsibilitiesProvide comprehensive financial...


  • Sandton, South Africa PPS Recruitment Full time

    Business Development and Relationship Management Opportunity **Job Summary:** PPS Recruitment is seeking a skilled professional to join our team as a hybrid development role, combining the skills and experience of a Broker Consultant and an Investment Specialist. This role will focus on providing Life Assurance & Investment support to financial...


  • Sandton, South Africa SET Recruitment Consultants Full time

    **Financial Modelling Analysis Specialist** **Market-related Salary** **Johannesburg** **Role Purpose** Renewable Energy company is seeking a Financial Modelling and Analysis Specialist to support the company’s growth through focusing on delivering complex financial models and analysis in support of our commercial work. The individual will be...


  • Sandton, South Africa Motus Corporation Full time

    Financial Operations SpecialistAt Motus Corporation, we are seeking a highly skilled Financial Operations Specialist to support the financial operations of our business. As a key member of our finance team, you will work closely with the Finance Manager to ensure accuracy, compliance, and financial stability.Key Responsibilities:Assist in financial reporting...


  • Sandton, South Africa PPS Recruitment Full time

    Business Development and Relationship Management Opportunity **Job Summary:** PPS Recruitment is seeking a skilled professional to join our team as a hybrid development role, combining the skills and experience of a Broker Consultant and an Investment Specialist. This role will focus on providing Life Assurance & Investment support to financial...


  • Sandton, South Africa PPS Recruitment Full time

    About the Role:This is a commission-based position that involves providing professional financial services to clients and members. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions that meet the client's needs.Key...


  • Sandton, South Africa Scholtz Partners International Full time

    Job Title: Financial and Insurance RepresentativeWe are seeking an experienced Financial and Insurance Representative to support our dealership in vehicle financing and maximize profit.Key Responsibilities:Take care of Finance and Insurance, and get clients approved for both.Support delegates in business and customers through efficient service, ethical...


  • Sandton, South Africa FirstRand group Full time

    About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at FirstRand Group. As a Private Wealth Advisor, you will be responsible for delivering exceptional experience and education to our Private Clients and RMB clients on basic wealth creation and accumulation.Key ResponsibilitiesDeliver exceptional experience...


  • Sandton, South Africa PPS Recruitment Full time

    Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. Scope of the Job: This is...


  • Sandton, South Africa Salesworx Full time

    The company wishes to employ an Application Specialist for the Imaging Division, based in Johannesburg.The successful candidate must be an industry expert in his/her particular area of specialization and has, in addition, a broad knowledge of his/her specialized industry. The role is responsible for “owning” the client engagement process, ensuring that...


  • Sandton, South Africa Milani Advisory Full time

    We’re looking for an experienced financial statement specialist who has experience in preparing AFS for a municipality. **Minimum requirements** - BCom Accounting - Experience in drafting municipality AFS - Good understanding of MFMA, MSCOA and GRAP - 3+ years experience **Education**: - Bachelors (preferred)


  • Sandton, South Africa Boardroom Appointments Full time

    Financial Solutions Specialist - 6 Month Contract**Key Requirements:****Education:** Matric (Grade 12) and a minimum of a Bachelor's degree or Diploma in Finance/Business Information Systems**Experience:** A minimum of 3-5 years of experience in Finance/Business Analysis, with a strong background in project management and finance...


  • Sandton, South Africa Moore Recruitment Full time

    About Moore JohannesburgWe are a leading mid-tier professional services firm, specializing in Advisory, Audit, and Taxation, within the Moore Global Network of people across 500+ offices in 113 countries.Our firm is located in Johannesburg, and we take pride in supporting our clients in many different industries and sectors. We focus on growing our team of...


  • Sandton, South Africa Salesworx Full time

    Job DescriptionThe company wishes to employ an Application Specialist for the Imaging Division, based in Johannesburg.The successful candidate must be an industry expert in his/her particular area of specialization and has, in addition, a broad knowledge of his/her specialized industry. The role is responsible for “owning” the client engagement process,...


  • Sandton, South Africa Objective Personnel Full time

    Objective Personnel is seeking a skilled Financial Reporting Specialist to join our team. As a key member of our team, you will be responsible for the simplification and automation of clients' reporting and planning processes. This will involve the implementation of reporting and planning applications within our software, including the design of data...