Financial Services Specialist
2 days ago
We are seeking a highly skilled and experienced Professional Financial Planner to join our dynamic team at Oasis. This role offers an exciting opportunity for a motivated individual to develop their career in financial planning and advisory services.
Key Responsibilities- Develop and implement personalized investment strategies aligned with clients' financial goals and risk tolerance.
- Provide comprehensive financial planning and advisory services to clients, including retirement planning, estate planning, and risk management.
- Maintain and grow a client portfolio through proactive relationship management and excellent communication skills.
- Stay up-to-date with industry trends, regulatory changes, and investment opportunities to deliver holistic financial solutions.
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Financial Services Coordinator
7 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time**About the Role**We are seeking a talented Operations Support Specialist to join our team. As an Operations Support Specialist, you will provide administrative support to the Investment Team, ensuring seamless model portfolio implementation and maintenance.Main Responsibilities:Model Portfolio Administration: Ensure accurate and timely administration of...
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Financial Services Specialist
6 hours ago
Cape Town, Western Cape, South Africa Old Mutual South Africa Full timeWe are seeking a highly motivated individual to join our team as a Financial Services Specialist. This is an excellent opportunity to launch or advance your career in the insurance industry.In this role, you will play a critical part in delivering our services to customers, building relationships, and driving business growth. You will work collaboratively...
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Operations and Financial Services Specialist
2 days ago
Cape Town, Western Cape, South Africa Jean-Mari Hellig Consult Full timeOperations and Financial Services SpecialistWe are seeking an experienced Operations and Financial Services Specialist to support our team in Cape Town.This role involves managing various operational and financial aspects, including customer service support, team engagement, and financial operations.Main Responsibilities:Provide exceptional customer service,...
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Financial Planning Specialist
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a detail-oriented Financial Planning Specialist to join our established logistics operation in Cape Town. The successful individual will work directly with the CFO to drive financial strategy and business performance.The ideal candidate will be an analytical thinker who thrives under pressure and can skillfully balance...
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Financial Services Specialist
13 hours ago
Cape Town, Western Cape, South Africa Headhunters Full timeAbout UsHeadhunters is an accredited Old Mutual Franchise, dedicated to providing exceptional financial advice and solutions to our clients.Job DescriptionWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding...
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Financial Services Professional
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeThe Financial Services Professional will be responsible for providing high-level accounting support to our clients. This will involve collaboration with portfolio managers, investment directors, and legal & transaction management teams to ensure that all accounting needs are met.Accounting Support:Fund accounting, including the preparation and review of...
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Financial Services Specialist
2 days ago
Cape Town, Western Cape, South Africa WNS Global Services Full timeJob ResponsibilitiesThe Investment Administration Manager will be responsible for:Managing the administration of investment products from client onboarding to exitOverseeing the efficient management of risk and processes to prevent financial lossesEnsuring the effectiveness of work processes by tracking, measuring, and analysing dataMotivating and managing a...
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Financial Planner
2 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeThe Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.
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Financial Services Director
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking an experienced professional to oversee accounting functions and drive business growth.About the Role:Build and maintain strong relationships with clientsSupervise bookkeeping and accounting operationsDevelop and manage client deliverablesDeliver high-quality accounting and bookkeeping services to clientsPrepare and submit...
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Financial Services Professional
2 days ago
Cape Town, Western Cape, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full timeExciting Opportunities at Lonfin WealthWe are always looking to grow and expand in the financial services industry.Job Requirements:Minimum 2 years of experience in financial services, not under supervisionCompleted RE5 & Class of Business requirementsUp-to-date on Continuing Professional Development (CPD) pointsLiving in the Western Cape RegionA proven...
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Financial Services Specialist
7 days ago
Cape Town, Western Cape, South Africa Old Mutual South Africa Full timeJob OverviewWe are seeking a highly motivated individual to join our team as a Financial Services Specialist. In this role, you will be responsible for providing exceptional customer service and developing strong relationships with clients.Main ResponsibilitiesCustomer Service: Respond to customer inquiries in a timely and professional manner, resolving...
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Financial Services Specialist
1 day ago
Cape Town, Western Cape, South Africa Brown-Forman Corporation Full timeAbout the RoleWe are seeking a highly skilled Financial Services Specialist to join our team in Cape Town. In this role, you will provide support and analytical insight to the local business team, working closely with Marketing and Commercial functions.This is an exciting opportunity to drive business decisions, analyze variances, and explain their drivers....
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Financial Services Professional
3 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeDynamic Fund Accountant WantedCA Financial Appointments is recruiting a talented Fund Accountant to join their client's vibrant team in Cape Town. The ideal candidate will be passionate about fund accounting, with a keen eye for detail and excellent organizational skills.About the Position:The successful applicant will be responsible for managing the...
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Operations Support Specialist
7 days ago
Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time**Company Profile**Aquarius Specialist Recruitment is a leading recruitment agency specializing in financial services placements. Our team of experts has extensive knowledge of the industry, ensuring that we match candidates with the best job opportunities.Job Description:**As an Investment Team Associate, you will play a critical role in supporting the...
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Financial Data Specialist
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full time**Job Description:**We are seeking a skilled Payroll Administrator to manage the day-to-day activities of our payroll department at CA Financial Appointments. The successful candidate will have experience in SAGE 300 payroll and be proficient in managing multiple tasks simultaneously.The ideal candidate will have strong organizational skills, with excellent...
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Financial Services Professional
3 days ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeCareer Opportunities at Origin Financial GroupWe are seeking a dynamic and results-driven professional to manage and expand our client base in a sustainable, profitable, and ethical manner.Duties and Responsibilities:The role is divided into three key areas:Client Liaisons and Advisory Responsibilities:Provide risk management and short-term insurance advice...
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Fund Accounting Specialist
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a skilled Fund Accounting Specialist to join their team. The ideal candidate will have a strong background in accounting and financial services, with experience working with asset managers and investment firms.Key Responsibilities:Collaborate with portfolio managers, investment directors, and legal & transaction...
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Financial Services Representative
1 week ago
Cape Town, Western Cape, South Africa Fidelity Services Group Full timeJob SpecificationsWe are seeking a highly skilled Security Operations Specialist to join our team at Fidelity Services Group.This role involves ensuring the smooth operation of our ATM network, including loading, balancing, and maintaining cash transactions.The ideal candidate will possess excellent communication skills, be able to work under pressure, and...
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Head of Financial Operations
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAre you a finance professional looking for a new challenge?CA Financial Appointments is seeking a highly skilled CA(SA) to join our team as an Agricultural Finance Specialist.In this role, you will be responsible for overseeing the financial interests of our client's businesses in the agricultural space.Responsibilities:Develop and implement financial...
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Senior Manager Financial Services
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeAbout the Role:The Finance and HR Manager will play a critical role in shaping the organization's financial direction, while also overseeing HR functions to ensure seamless integration of people operations. This position requires a unique blend of financial acumen, leadership skills, and interpersonal abilities.Key Responsibilities:Financial Strategy:...