Financial Services Specialist
1 day ago
In today's complex financial landscape, we're seeking a skilled and ambitious individual to join our team as a Financial Adviser. As a key member of our Liberty Standard Bank Group, you'll play a vital role in helping clients navigate their financial futures.
Key Responsibilities:- Prospecting and advising clients on their risk, retirement annuities, investments, and estate planning needs
- Building and growing a portfolio of clients under the Liberty banner
- Developing and implementing effective sales strategies to drive business growth
- Collaborating with our team to provide exceptional client service and support
- Proven track record in high-performance sales environments
- Strong sales, interpersonal, and business development skills
- Valid driver's license and reliable vehicle
- Grade 12 (compulsory) - PGDip Financial Planning/CFP advantageous but not required
We're looking for a motivated and results-driven individual who is passionate about delivering exceptional client experiences. If you're a sales-driven professional with a passion for financial services, we encourage you to apply for this exciting opportunity.
-
Financial Services Specialist
3 weeks ago
Pretoria, Gauteng, South Africa Status Asset Management Full timeAbout the Role:Status Asset Management is seeking a highly skilled and experienced Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for selling and marketing our products to the public, as well as building and maintaining a network of clients.Key Responsibilities:Reach target sales goals as...
-
Financial Operations Specialist
1 day ago
Pretoria, Gauteng, South Africa Affinity Services Full timeFinancial Operations RoleAffinity Services is seeking a detail-oriented and organized Financial Operations Specialist to support the smooth running of our financial operations. As part of our vibrant and growing organization, you will play a crucial role in maintaining financial accuracy and integrity.Key ResponsibilitiesData Entry and Record Keeping:...
-
Financial Operations Specialist
7 days ago
Pretoria, Gauteng, South Africa Affinity Services Full timeFinancial Operations RoleAffinity Services is seeking a detail-oriented and organized Financial Operations Specialist to support the smooth running of our financial operations.Key ResponsibilitiesData Entry and Record Keeping: Accurately enter and maintain financial data, including invoices, receipts, and payment records, ensuring all transactions are...
-
Financial Services Specialist
2 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking a skilled and experienced Financial Services Specialist to join our Private Banking & Advisory Team at FirstRand Bank Limited.Key ResponsibilitiesProactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment.Identify additional...
-
Financial Services Specialist
3 weeks ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Specialist to join our Private Banking & Advisory Team at FirstRand Bank Limited. As a key member of our team, you will be responsible for providing exceptional service to our affluent clients, identifying new business opportunities, and growing our portfolio of existing...
-
Financial Administrator
1 day ago
Pretoria, Gauteng, South Africa Affinity Services Full timeFinancial Operations SpecialistAffinity Services is seeking a meticulous Financial Operations Specialist to join our finance team. In this role, you will be responsible for preparing, processing, and managing invoices to ensure accurate billing and smooth financial operations.Key Responsibilities:Prepare and issue invoices to clients in a timely and accurate...
-
Financial Director
2 weeks ago
Pretoria, Gauteng, South Africa Royal Financial Services Full timeAbout Us: Royal Financial Services, a pioneering micro-insurer in South Africa, is dedicated to providing affordable insurance solutions to underserved communities. As we continue to grow, we are seeking an experienced professional to lead our finance team. The ideal candidate will have a strong background in finance, with a focus on strategic planning and...
-
Financial Services Specialist
1 week ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Private Clients Advisor. The successful candidate will be responsible for delivering exceptional experience and education to our clients, focusing on wealth creation, accumulation, and protection tactics.Key ResponsibilitiesContribute to the development of larger...
-
Financial Analyst
3 weeks ago
Pretoria, Gauteng, South Africa Numeral Financial Services Group Full timeAbout Numeral Financial Services GroupWe are a dynamic and innovative financial services company, dedicated to providing exceptional financial solutions to our clients. Our team is passionate about delivering high-quality services and building long-lasting relationships with our customers.Job Title: AccountantWe are seeking a highly skilled and experienced...
-
Financial Record Manager
7 days ago
Pretoria, Gauteng, South Africa Affinity Services Full timeFinancial Operations SpecialistAffinity Services is seeking a meticulous Financial Operations Specialist to join our finance team. In this role, you will be responsible for preparing, processing, and managing financial records to ensure accurate billing and smooth financial operations.Key Responsibilities:Prepare and issue invoices to clients in a timely and...
-
Financial Analyst
3 weeks ago
Pretoria, Gauteng, South Africa Numeral Financial Services Group Full timeJob Summary:We are seeking a highly skilled and experienced Financial Analyst to join our team at Numeral Financial Services Group. As an Accountant, you will play a critical role in maintaining accurate and up-to-date financial records, preparing and analyzing financial statements, and ensuring compliance with all relevant financial regulations and lending...
-
Financial Management Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Network Recruitment Full timeFinancial Management Specialist Job Overview As a Financial Management Specialist at Network Recruitment, you will play a pivotal role in driving the financial management and reporting functions of the business. Your responsibilities will include ensuring compliance with IFRS 9 standards, managing budgets and forecasts, and working closely with various...
-
Financial Operations Specialist
7 days ago
Pretoria, Gauteng, South Africa Affinity Services Full timeFinancial Clerk RoleWe are seeking a highly organized and detail-oriented Financial Clerk to support our finance team at Affinity Services. The successful candidate will play a key role in managing financial records, processing transactions, and ensuring accuracy in all financial operations.Key ResponsibilitiesProcess invoices, payments, and financial...
-
Financial Services Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Fempower Full timeKey ResponsibilitiesThe ideal candidate will be responsible for coordinating and executing projects, changes, operational, and business analysis. They will also develop and support cross-border settlement systems, test systems and frameworks, and provide support to system participants, regional clearing, and settlement operators.QualificationsThe successful...
-
Financial Services Specialist
6 days ago
Pretoria, Gauteng, South Africa FirstRand Bank Limited Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our Private Banking & Advisory Team as a Banking Advisor. In this role, you will be responsible for proactively managing a portfolio of affluent clients, providing analysis, research, sales, and service fulfillment to identify additional opportunities for banking new clients and...
-
Financial Services Specialist
1 day ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeJoin Liberty Standard Bank Group as a Financial AdviserIn today's complex financial landscape, we're seeking a skilled and ambitious individual to join our team as a Financial Adviser. As a key member of our Liberty Standard Bank Group, you'll play a vital role in helping clients navigate their financial futures.Key Responsibilities:Prospecting and advising...
-
Financial Services Specialist
1 day ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group Full timeJoin Liberty Standard Bank Group as a Financial AdviserIn today's complex financial landscape, we're seeking a skilled and ambitious individual to join our team as a Financial Adviser. As a key member of our Liberty Standard Bank Group, you'll play a vital role in helping clients navigate their financial futures.Key Responsibilities:Prospecting and advising...
-
Financial Planning Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Engage Recruit Full timeFinancial Services Requirements:* Grade 12* Degree related to Financial Industry preferred* Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits* Completed the class of business exam* Completed the RE 5 exam* Registered with the FSCA as a full representative* 3 to 5 years experience as a representative rendering financial...
-
Financial Services Specialist
4 days ago
Pretoria, Gauteng, South Africa Numeral XII (Pty) Ltd. Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Numeral XII (Pty) Ltd. As a Financial Advisor, you will be responsible for selling Discovery Products and building new networks.Key Responsibilities:Communicate with clients through phone calls, emails, and personal meetings.Present the...
-
Financial Services Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Spane4all Full timePrivate Banking Analyst-7To contribute to the growth and success of our affluent clients, we are seeking a skilled Private Banking Analyst-7 to join our team. As a key member of our team, you will be responsible for providing analysis, research, sales, and service fulfillment to identify new opportunities for banking and growing existing client portfolios...