Financial Services Specialist

3 weeks ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Description

The Recruitment Council is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our Wealth Management department, you will be responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships.

This role demands a high level of efficiency, quality, and accuracy in all deliverables. You will work closely with senior wealth managers to prepare complex reports and proposals, develop review packs, and provide performance updates for client portfolios. Additionally, you will conduct Financial Needs Analysis (FNA) and ensure all documentation is complete.

Key Responsibilities:

  • Client Liaison & Retention Management
  • Wealth Management & Planning Support
  • Operational Support
  • Reporting & Documentation
  • Research & Continuous Learning

Requirements:

  • Technical Proficiency
  • Analytical Skills
  • Project Management
  • Education
  • Experience

Estimated Salary: R550,000 - R650,000 per annum. Located in Stellenbosch, South Africa.



  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Financial Planning SpecialistEstimated Salary: R350,000 - R450,000 per annumCompany Overview:The Recruitment Council is a leading recruitment agency specializing in finance and accounting positions.Job Description:As a Financial Planning Specialist at The Recruitment Council, you will be responsible for assisting Wealth Advisers by addressing...


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

    We are seeking an experienced Financial Planning Specialist to join our team at Communicate Recruitment. This is a dynamic opportunity for a skilled accountant to take on a new challenge and utilize their expertise to drive business growth.About the RoleThe successful candidate will be responsible for preparing financial journals, managing client portfolios,...


  • Stellenbosch, Western Cape, South Africa Helderberg Personnel cc Full time

    Job OverviewHelderberg Personnel cc is seeking a highly skilled Financial Operations Specialist to provide critical support to the Financial Manager and Financial Accountant.Key Responsibilities:Ensure efficient operations in QX processing, reconciliation with Pastel, and timely payments to export producers.Process and calculate producer payments, export...


  • Stellenbosch, Western Cape, South Africa IntelliStaff Full time

    **Job Description:** Picnic Services SpecialistWe are seeking a highly skilled and enthusiastic Picnic Services Specialist to join our team at IntelliStaff. As a Picnic Services Specialist, you will be responsible for planning and executing outdoor picnics and events in a professional and safe manner.Key Responsibilities:Picnic Setup and Management: Plan and...


  • Stellenbosch, Western Cape, South Africa Wild Dreams Hospitality Full time

    Financial Services Manager Job DescriptionWe are seeking a highly experienced Financial Services Manager to join our team at Wild Dreams Hospitality. In this role, you will be responsible for leading the accounting team, overseeing financial activities, and implementing effective financial procedures.About the RoleThe ideal candidate will have a strong...


  • Stellenbosch, Western Cape, South Africa CapitalH Full time

    We are seeking a highly skilled Business Support Specialist to join our team in Stellenbosch. As a Business Support Specialist, you will play a critical role in facilitating a successful onboarding process for new clients and ensuring seamless day-to-day operations.


  • Stellenbosch, Western Cape, South Africa J.A.Z Recruitment Full time

    Job OverviewAt J.A.Z Recruitment, we are seeking a highly skilled and customer-focused Automotive Service Specialist to join our team.


  • Stellenbosch, Western Cape, South Africa CME Recruitment Full time

    Are you a Beverage Service Specialist looking for a new challenge? CME Recruitment has partnered with a prestigious winery in Cape Town - Stellenbosch to find the perfect candidate for this exciting opportunity. As a Beverage Service Specialist, you will be responsible for creating an unforgettable experience for discerning guests by crafting unique drinks...


  • Stellenbosch, Western Cape, South Africa Placement Dynamics Full time

    Job SummaryWe are seeking a highly skilled Financial Accounting Specialist to join our team at Placement Dynamics. As a Junior Accountant, you will be responsible for ensuring the accuracy and timeliness of financial transactions, preparing financial statements, and maintaining accounting records.About the RoleThis is an exciting opportunity for a motivated...


  • Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Full time

    Job DescriptionWe are seeking a highly skilled Financial Compliance Specialist to join our team at Exceed Human Resource Consultants.Key Responsibilities:Prepare financial statements that include complex tax calculations, ensuring accuracy and adherence to regulatory requirements.Process transactions in Xero, Pastel Partner, and Pastel Online, maintaining a...


  • Stellenbosch, Western Cape, South Africa IntelliStaff Full time

    Job Description: Hospitality Service Specialist We invite applications from experienced Hospitality Service Specialists to join IntelliStaff's dynamic team. As a key member of our hospitality division, you will play a vital role in providing exceptional service, enhancing guest experiences, and driving business growth.About the Position:Servicing guests with...


  • Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full time

    At Exceed Human Resource Consultants Ltd, we are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for processing QX transactions, reconciling with Pastel, and ensuring timely payment to export producers.Key ResponsibilitiesProcess QX transactions accurately and efficientlyReconcile QX...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About The Recruitment CouncilWe are seeking a highly motivated Wealth Analyst to join our team of financial professionals. This role will play a pivotal part in delivering exceptional service to high-net-worth clients.Key Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance...


  • Stellenbosch, Western Cape, South Africa Wild Dreams Hospitality Full time

    Job DescriptionWe are seeking a highly skilled Food and Beverage Service Specialist to join our team at Wild Dreams Hospitality. In this role, you will be responsible for providing exceptional customer service in a fast-paced dining environment.Responsibilities:Take orders and serve food and beverages to guests in a timely and efficient manner.Maintain a...


  • Stellenbosch, Western Cape, South Africa Status Staffing Full time

    Job Description:We are seeking a highly skilled Financial Operations Specialist to join our team at Status Staffing. This is a temporary position for 8 months, offering a salary range of R20,000 to R30,000 per month.Key Responsibilities:Prepare and reconcile financial statements, including creditors' accountsAllocate payments and manage creditors' accounts...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job OverviewWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at The Recruitment Council in Stellenbosch. As a key member of our operations team, you will play a crucial role in supporting our Wealth Advisers and providing exceptional client service.


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

    Network Recruitment is committed to delivering innovative solutions to clients in the world of finance.We are looking for a results-driven professional with 10 years of internal audit experience and 5 years of managerial experience in financial services. The successful candidate will have an honours degree in commerce or internal auditing and a certificate...


  • Stellenbosch, Western Cape, South Africa Emporium Human Capital Full time

    Data Integration Specialist Job DescriptionWe are looking for an experienced Data Integration Specialist to join our team at Emporium Human Capital.Salary: R 20,000 - R 25,000 per monthAbout the Role:The Data Integration Specialist will be responsible for data migration of client information from a previous financial system onto our financial system.Key...


  • Stellenbosch, Western Cape, South Africa Emporium Human Capital Full time

    Job Title: Financial Migration ConsultantEmporium Human Capital is seeking a highly skilled Financial Migration Consultant to join their team.Salary: R 20,000 - R 25,000 per monthAbout the Role:The successful candidate will be responsible for assisting new and existing customers with complex integrations and migrations of their financial web applications.Key...


  • Stellenbosch, Western Cape, South Africa CapitalH Full time

    **Job Title:** SAP Payroll Specialist**About the Company:** CapitalH is a leading provider of financial services and solutions. We are seeking a highly skilled SAP Payroll Specialist to join our team.**Estimated Salary:** $85,000 - $105,000 per annum.**Job Description:The successful candidate will be responsible for ensuring the stability and full...