Financial Services Specialist

4 days ago


Cape Town, Western Cape, South Africa Sanlam Limited Full time
Sanlam Financial Adviser: Wealth Solutions

About Us:

We are a leading financial services provider in South Africa, committed to building strong relationships with our clients and employees. Our goal is to help individuals realise their worth and achieve their goals.

The Role:

  • Provide professional financial advice and planning services to new and existing clients.
  • Maintain and service client relationships to build loyalty and generate ongoing business.
  • Undertake activities within a compliant and ethical manner, resulting in the growth and sustainability of the Sanlam Group business and brand.

Key Responsibilities:

  1. Growing the Sanlam Adviser Business:
  • Commit to marketing plans and targets set for growing and developing the business.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within defined markets.
Networking, Prospecting, and Leads Generation:
  • Engage in face-to-face interactions to create business opportunities.
  • Prospect new clients through creative opportunities, such as business or social networks, associations, or presentations.
  • Turn trusted relationships into business relationships.
  • Strengthen existing relationships by increasing current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalise client value propositions.
  • Market on social media.
  • Undertake selected client-focused activities to generate leads and informal prospecting opportunities.
  • Mine existing client bases to identify marketing gaps and sales opportunities within the middle-high and affluent markets.
  • Structure and implement focused campaigns with new or existing clients in defined markets.
  • Request active and ongoing leads and referrals from others.
  • Monitor and respond to client activities, such as maturities, cancellations, or surrenders within defined markets.

Qualifications and Experience:

  • Grade 12 qualification.
  • Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills:

  • Financial advice and support.
  • Production target achievement and budgeting.
  • Compliance and risk management.
  • Client relationship management.
  • Financial planning and recommendations.

Personal Attributes:

  • Effective communication.
  • Tech savviness.
  • Action orientation.
  • Interpersonal skills.
  • Persuasiveness.


  • Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

    We 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...


  • Cape Town, Western Cape, South Africa Jean-Mari Hellig Consult Full time

    Operations 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,...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA 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...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    About the CompanyCA Financial Appointments is a leading recruitment agency specializing in financial services. We are committed to finding the best candidates for our clients' needs.The RoleWe are seeking a Fund Accountant to join our team, responsible for managing fund accounting functions, including financial reporting, fund expenses, and stakeholder...


  • Cape Town, Western Cape, South Africa Headhunters Full time

    About 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...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    About the CompanyAquarius Specialist Recruitment is a leading recruitment company that provides recruitment services to clients across various industries. We are seeking a highly skilled and experienced Chief Financial Officer to join our team.Key ResponsibilitiesDevelop and implement financial strategies to achieve business objectives.Provide financial...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    The 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...


  • Cape Town, Western Cape, South Africa WNS Global Services Full time

    Job 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...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments seeks an experienced Financial Operations Specialist to join a stable manufacturing/retail organization based in Rondebosch.You will be responsible for the full financial function up to trial balance and slightly more.Process cashbook entries efficiently.Perform monthly bank reconciliations accurately.Process supplier invoices...

  • Financial Planner

    2 weeks ago


    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    The 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.


  • Cape Town, Western Cape, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full time

    Exciting 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...


  • Cape Town, Western Cape, South Africa Brown-Forman Corporation Full time

    About 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....


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Job SummaryWe are seeking a highly motivated and experienced Group Financial Director to join our team at Aquarius Specialist Recruitment. As a key member of our leadership team, you will be responsible for overseeing the financial management function across all companies within the group.Key ResponsibilitiesDevelop and implement financial strategies to...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Job DescriptionAquarius Specialist Recruitment is a dynamic and established recruitment company that has a new requirement for a Financial Accountant Manager to play a pro-active role in supporting efficient and structured financial management across all companies within the group.Key ResponsibilitiesMaintain complete, accurate, and up-to-date financial...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Dynamic 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...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    About the RoleAquarius Specialist Recruitment is seeking a highly skilled Senior Financial Management Role professional to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial accounting records for all business entities.Duties and ResponsibilitiesCompile financial statements that...


  • Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Career 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...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA 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...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments is seeking a skilled Settlement Officer to join their established fund services team.This role involves capturing, processing, matching, and settling trades to the accounting system. The successful candidate will ensure that trades are matched between client notification and counterparty confirmation, as well as reconcile the...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Our client, Aquarius Specialist Recruitment, is a dynamic boutique recruitment agency that has consistently delivered exceptional results. They are now seeking an Affirmative action candidate to take their business development efforts to the next level in South Africa.Key Responsibilities:Prospect and identify new business opportunities with a focus on the...