Senior Financial Consultant

1 day ago


George, Western Cape, South Africa Old Mutual Full time

Africa's Growth Opportunity

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Our goal at Old Mutual is to empower individuals to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

About Us

We are a leading insurance company dedicated to championing our valued customers and helping them achieve their dreams. Our team of experts is passionate about delivering exceptional service and creating personalized financial solutions that meet the unique needs of each customer.

The Role

We are seeking a self-motivated and dynamic individual with a passion for entrepreneurship and a desire to make a meaningful impact in the lives of others. The ideal candidate will have a strong educational background and excellent communication skills, with the ability to build strong relationships with customers and provide expert financial advice.

Key Responsibilities

  • Identify customer financial needs and provide tailored financial advice and solutions.
  • Develop and implement 'fit for purpose' financial plans and strategies to help customers achieve their goals.
  • Maintain strong relationships with customers and communicate effectively to understand their needs and concerns.

Requirements

  • Bachelor's Degree or higher in a related field (Required)
  • High School Diploma (Grade 12) (Required)

Estimated Salary Range: $60,000 - $90,000 per annum



  • George, Western Cape, South Africa MMI Holdings Ltd Full time

    OverviewMetropolitan, a 125-year-old financial services brand in South Africa, is seeking an experienced Senior Financial Consultant to join its team. As a trusted advisor, you will play a crucial role in helping clients achieve their financial goals and security.About the RoleThis is a permanent position based in George, Western Cape, South Africa. As a...


  • George, Western Cape, South Africa Sydsen Full time

    Job Opportunity: Sydsen is seeking a talented Financial Advisor to join their George branch. As a Financial Advisor, you will work closely with clients to understand their financial goals and provide expert advice on investment and wealth management. Assist clients in achieving their financial objectives through effective financial planning and...


  • George, Western Cape, South Africa Multiform Human Development Full time

    Job SummaryAt Multiform Human Development, we are seeking a highly skilled and experienced Financial Advisor to join our team. The successful candidate will have a strong background in financial planning and a proven track record of success in the insurance industry.Key ResponsibilitiesProspecting and closing of new business opportunitiesMaintaining and...


  • George, Western Cape, South Africa Sydsen Group (Pty) Ltd Full time

    Job Title: Senior BookkeeperJob Summary:We are seeking a highly skilled Senior Bookkeeper to join our team at Sydsen Group (Pty) Ltd. As a Senior Bookkeeper, you will be responsible for maintaining accurate financial records, performing regular bank reconciliations, and preparing financial reports.Responsibilities:Maintain accurate financial records,...


  • George, Western Cape, South Africa Sydsen Full time

    Job SummarySydsen is seeking a skilled Senior Financial Coordinator to join their team in George. As a key member of the financial team, you will be responsible for processing clients' financial records, capturing bank statements, and preparing financial statements.

  • Financial Consultant

    3 weeks ago


    George, Western Cape, South Africa Sydsen Group (Pty) Ltd Full time

    At Sydsen Group (Pty) Ltd, we are seeking a highly motivated and driven Financial Advisor to join our team in George. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.The ideal candidate will have a Bachelor's Degree in Business or a...


  • George, Western Cape, South Africa Sydsen Group (Pty) Ltd Full time

    Job Title: Senior BookkeeperJob Type: Full-timeLocation: George, Western CapeAbout Us: We are a company that forms part of the construction industry, looking for a Bookkeeper to Trail Balance & Administrator.Job Description:We are seeking a highly skilled and experienced Bookkeeper to join our team. The ideal candidate will have a strong understanding of...

  • Financial Expert

    3 weeks ago


    George, Western Cape, South Africa Gap Consulting Full time

    Job Title: Financial ExpertJob Summary: We are seeking a highly skilled Financial Expert to join our team at Gap Consulting. The ideal candidate will have a strong background in accounting and a proven track record of delivering high-quality financial services.Key Responsibilities:Minimum of 5 years experience in the Accounting Industry, with at least 2-3...


  • George, Western Cape, South Africa Gap Consulting Full time

    Senior Grocery Store Operations Manager PositionWe are seeking a highly experienced and skilled Senior Grocery Store Operations Manager to join our team at Gap Consulting.Key Responsibilities:Lead and manage teams of store managers, ensuring smooth store operations and high customer satisfaction.Develop and implement effective store operations strategies,...


  • George, Western Cape, South Africa Sydsen Full time

    Job Title: Senior Bookkeeper About the Role: Sydsen, a leading company in the construction industry, is seeking a skilled Senior Bookkeeper to join our team. As a Senior Bookkeeper, you will play a crucial role in maintaining accurate financial records, ensuring the smooth operation of our financial systems, and providing administrative support to our...


  • George, Western Cape, South Africa Sydsen Group (Pty) Ltd Full time

    Senior Bookkeeper Job in George, Western CapeWe are seeking a highly skilled Senior Bookkeeper to join our team at Sydsen Group (Pty) Ltd in George, Western Cape. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with financial regulations.About the RoleThis is an...


  • George, Western Cape, South Africa Sydsen Group (Pty) Ltd Full time

    Job DescriptionThe Sydsen Group (Pty) Ltd is seeking a highly skilled Senior Bookkeeper to join their team in George, Western Cape.Company OverviewThe successful accounting firm in George is looking for a Senior Bookkeeper to assist in preparing accurate financial statements, managing tax submissions, and ensuring compliance with all relevant financial...


  • George, Western Cape, South Africa Gap Consulting Full time

    About the RoleWe are seeking a highly skilled Senior Visual Communication Specialist to join our team at Gap Consulting.This is an exciting opportunity for a creative and experienced professional to drive the visual identity of our organization, working closely with cross-functional teams to develop engaging content that meets our business objectives.

  • Financial Assistant

    2 weeks ago


    George, Western Cape, South Africa The Talent Room Full time

    The Talent Room is seeking a highly motivated and detail-oriented Junior Financial Administrator to join our team in George. Our ideal candidate will have strong attention to detail and a passion for finance.Responsibilities:Support the senior finance team in preparing financial documents and reports, including data entry, filing, and processing...


  • George, Western Cape, South Africa Gap Consulting Full time

    At Gap Consulting, we are seeking a highly skilled Financial Management Specialist to join our team. This role is perfect for an experienced Bookkeeper looking for a new challenge.About the RoleWe are looking for a professional with extensive experience in financial management, specifically in the Education and Training industry. The ideal candidate will...


  • George, Western Cape, South Africa Sydsen Full time

    Company OverviewSydsen, a leading accounting firm based in George, seeks a highly motivated Junior Bookkeeper to join their team. The ideal candidate will have a strong foundation in accounting principles and bookkeeping software.Job DescriptionAs a Junior Bookkeeper, you will assist with day-to-day financial tasks, manage and maintain financial records,...


  • George, Western Cape, South Africa Sydsen Full time

    Job OverviewAt Sydsen, we are seeking a highly skilled Senior Bookkeeper to join our team in George. As a key member of our accounting department, you will be responsible for maintaining accurate financial records, preparing and presenting financial statements, and ensuring compliance with relevant regulations.


  • George, Western Cape, South Africa Gap Consulting Full time

    Job Title: AccountantJob Summary: We are seeking a highly skilled Accountant to join our team at Gap Consulting. The ideal candidate will have a strong background in accounting, with a minimum of 5 years of experience in the industry.Key Responsibilities:Meet deadlines on a monthly basisDeliver comprehensive Accounting Services including Bookkeeping, Tax...


  • George, Western Cape, South Africa Gap Consulting Full time

    Key Account Manager Role at Gap ConsultingWe are seeking a highly skilled Key Account Manager to join our team at Gap Consulting. The successful candidate will be responsible for building and maintaining strong relationships with our valued clients, identifying new business opportunities, and driving revenue growth.Key Responsibilities:Client Relationship...


  • George, Western Cape, South Africa VeriCred Collections Full time

    Job Summary:VeriCred Collections is seeking an experienced Senior Operations Manager to lead our collections and debt recovery efforts. This role requires a seasoned professional with a strong track record in managing teams, driving revenue growth, and maintaining excellent relationships with clients.Key Responsibilities:Maintain and increase branch profits...