Senior Financial Services Specialist
4 weeks ago
Purpose of the Role:
The primary objective of this position is to deliver high-quality financial services to clients and 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 Role:
This is a commission-based role that involves holistic 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 Financial Planners who are graduates themselves, familiar with servicing the degreed professional market, holding 4-year or higher qualifications that align with the PPS niche market. This role involves self-generated leads.
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Financial Services Specialist
1 day ago
Sandton, South Africa PRR Recruitment Services Full timePRR Recruitment Services is a well-established consulting house with a strong presence in strategic corporate finance.The ideal candidate will have strong IFRS experience and be able to work effectively in a fast-paced environment.The role offers an excellent opportunity for professional growth and development, with a competitive salary of R600,000 -...
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Financial Services Specialist
3 weeks ago
Sandton, South Africa The Recruitment Council Full timeAt The Recruitment Council, we seek a highly skilled Financial Services Specialist to lead our investment business development efforts. This role demands a deep understanding of the financial landscape, a strong business acumen, and excellent client engagement skills.Key Responsibilities:Build and maintain relationships with financial intermediaries,...
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Senior Financial Control Specialist
16 hours ago
Sandton, South Africa Neptune Full timeNeptune is a successful professional services firm, specializing in Advisory, Audit & Assurance and Taxation, within the Moore Global Network. We provide world-class services to our global client base.About Neptune, we are committed to excellence and take pride in supporting our clients in many different industries and sectors. Our focus is on growing our...
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Senior Financial Management Specialist
2 weeks ago
Sandton, South Africa Bright Placements Full timeAbout the RoleBright Placements is seeking a highly skilled Senior Financial Management Specialist to join our team. As a key member of our financial department, you will be responsible for managing all aspects of financial operations.Key Responsibilities:Manage accounts, including creditors, debtors, reconciliations, and cash management.Prepare accurate and...
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Senior Financial Transaction Specialist
4 weeks ago
Sandton, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking a skilled Senior Financial Transaction Specialist to join our team at FirstRand Bank Limited. As a key member of our infrastructure finance team, you will be responsible for analyzing key competitors, global trends, sector dynamics, and macro environmental forces to identify opportunities and challenges in the market.Key...
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Financial Planning Specialist
4 days ago
Sandton, South Africa CA Financial Appointments Full timeSenior Paraplanner Job Opportunity in SandtonWe are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton.About the Role:As a Senior Paraplanner, you will be responsible for formulating effective financial plans and risk management documents that meet compliance requirements and align with our...
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Senior Accounts Reconciler
5 days ago
Sandton, South Africa Assign Services (Pty) Ltd Full timeJob DescriptionAt Assign Services (Pty) Ltd, we are seeking a highly organized and detail-oriented Senior Accounts Reconciler to join our team.About the RoleThe Senior Accounts Reconciler will be responsible for reconciling all accounts on a monthly basis, ensuring they are balanced against the creditors' ledger. This role involves processing local purchase...
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Senior Financial Services Professional
3 weeks ago
Sandton, South Africa Investec Full timeDescription of the RoleThe role of the Senior Financial Services Professional is to deliver high-quality sales performance for Mortgage Protection Cover, providing expert advice to clients and supporting senior advisers in their personal protection and investment activities.Key ResponsibilitiesDrive sales targets for Mortgage Protection Cover on assigned...
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Financial Services Representative
4 weeks ago
Sandton, South Africa Affinity Services Full timeAffinity Services is seeking a highly skilled Financial Services Representative to join our team. In this vital role, you will be the first point of contact for our clients, providing them with exceptional service while assisting with their banking transactions. Your responsibilities will include processing deposits, withdrawals, and payments, as well as...
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Senior Financial Services Specialist
2 weeks ago
Sandton, South Africa PPS Recruitment Full timeJob Purpose: Provide expert financial services to clients and members, focusing on implementing PPS financial solutions tailored to their needs.Key Responsibilities:Sourcing and growing a client base for eligible professionals in risk insurance, savings, and investments.Offering comprehensive financial planning, advice, and sales services.Developing and...
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Senior Financial Services Professional
4 weeks ago
Sandton, South Africa Christo & Associates Full timeWe are seeking a highly skilled Senior Financial Services Professional to join our team at Christo & Associates. The ideal candidate will have at least 2 years of experience in insurance sales, bank sales, and existing client servicing. A basic salary is negotiable, and the commission structure will be based on the basic salary amount. The successful...
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Senior Test Analyst
2 weeks ago
Sandton, South Africa Boardroom Appointments Full timeTest Analyst Job Description for Boardroom AppointmentsJob Title: Senior Test Analyst - Banking and Financial ServicesWe are seeking an experienced Senior Test Analyst to join our team at Boardroom Appointments. The ideal candidate will have a background in banking and financial services, with expertise in test analysis and quality assurance.Key...
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Senior Call Centre Manager
7 days ago
Sandton, South Africa Hello Group Recruitment Full timeWe are seeking an experienced Senior Call Centre Manager with a minimum of 7+ years in Call Centre management to lead our team in delivering secure and exceptional customer service in the financial services industry. The role involves managing a team of 100 Customer Service Consultants, ensuring operational efficiency, meeting performance targets, and...
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Senior FCRM Specialist
2 weeks ago
Sandton, South Africa Hollard Recruitment Full timeThe FCRM Senior Specialist Investigations delivers Financial Crime Risk Management services across the FCRM value-chain, including prevention, detection and remediation underpinned by an effective governance model, with a specialised focus on investigations. Key ResponsibilitiesThe key outputs required for the core function of financial crime...
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Senior Financial Advisor
3 weeks ago
Sandton, South Africa Nedbank Head Office Full timeJob Title: Senior Financial AdvisorJob Summary:As a Senior Financial Advisor at Nedbank Head Office, you will provide specialist advice and guidance on financial performance and accounting practices to ensure compliance and adherence to financial reporting and meeting set financial targets.Key Responsibilities:Provide financial decision support to business...
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Senior Financial Collections Specialist
4 days ago
Sandton, South Africa Neptune Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Collections Specialist to join our team at our Pretoria campus. This is a permanent position that offers an excellent opportunity for professional growth and development.Job SummaryThe successful candidate will be responsible for managing the entire credit control process, ensuring timely...
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Senior Tax and Financial Governance Specialist
2 weeks ago
Sandton, South Africa Pollock & Associates Full timeCompany Overview:Pollock & Associates is a leading consulting firm specializing in tax and financial governance solutions. Our team of experts provides innovative and effective solutions to clients across various industries.Salary: The estimated annual salary for this position is $120,000 - $180,000 depending on experience.Job Description:We are seeking an...
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Financial Services Professional
2 weeks ago
Sandton, South Africa TalentWhale (Pty) Ltd Full timePosition Overview:We present a unique opportunity for experienced financial professionals to expand and secure their practice within our client's national distribution network, affiliated with the largest financial services organisation in Africa.Key Responsibilities:Deliver tailored financial planning services to clients.Manage stakeholder relationships...
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Financial Services Professional
5 days ago
Sandton, South Africa Investec Full timeOverviewInvestec, a dynamic financial institution, is seeking a skilled Financial Services Professional to join our team. As an Associate Financial Adviser, you will play a pivotal role in managing sales targets for Mortgage Protection Cover and providing support to senior advisers.Job DescriptionWe are looking for an individual who can build and maintain...
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Senior Paraplanner
4 days ago
Sandton, South Africa CA Financial Appointments Full timeMy client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for! Responsibilities: Formulate effective financial plan documents and/or risk management documents, in-line with the...