Financial Services Consultant

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...

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.

Lonfin Wealth Offers Opportunity for Experienced AdvisorsWe strive to grow and excel in the financial services sector.Essential Skills:Minimum 2 years of work experience in the financial services fieldCompleted essential training and certifications (RE5 & Class of Business)Ongoing engagement in professional development activitiesPermanent residency in the...

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...

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...

Job DescriptionOasis Crescent is seeking a skilled Financial Advisor to join our team.We are a leading investment company dedicated to delivering exceptional financial solutions to our clients. Our team of professionals is committed to providing personalized advice and comprehensive investment strategies.Provide expert financial planning and advisory...

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...

At Old Mutual, we believe in harnessing the African opportunity to create a brighter future for all.We are seeking a highly skilled Financial Consultant to join our team and contribute to our mission of providing exceptional financial services to our clients.This role will involve working closely with our customers to understand their financial needs and...

Structured Wealth Solutions is seeking a skilled Financial Services Professional to join their team for Capital Legacy. The ideal candidate will possess a strong background in financial services and have experience in marketing and selling financial products.Requirements:Must hold a valid driver's license and own a vehicleMatric certificate or equivalent...

RequirementsTo succeed in this role, you will need to possess excellent communication and interpersonal skills, a strong analytical mind, and the ability to work independently and as part of a team. You should also have a solid understanding of financial products and services, as well as experience in a sales or advisory capacity.

Accounting ServicesNetwork Recruitment is seeking an experienced finance professional to join our team as a Financial Technology Consultant. As a Web3 Accountant, you will provide project management and accounting services to DAO & foundation clients. Your key responsibilities will include serving as a project manager for clients, overseeing operational...

A leading independent power producer, operating and developing power projects in South Africa and based in Claremont, Cape Town is looking for a Financial Accountant to join their Dynamic Finance Team.Key Responsibilities 1. Prepare and Manage transactional and reporting processes ·         Complete all calculations and capture necessary month end...

A leading independent power producer, operating and developing power projects in South Africa and based in Claremont, Cape Town is looking for a Financial Accountant to join their Dynamic Finance Team.Key Responsibilities 1. Prepare and Manage transactional and reporting processes ·         Complete all calculations and capture necessary month end...

Structured Wealth Solutions is a renowned financial services provider, dedicated to delivering exceptional wealth management solutions. We are currently seeking an experienced Broker Agent to join our esteemed team for CAPITAL LEGACY.Key Requirements:A valid driver's license and reliable vehicle for travel;A Matric-Grade 12 certificate or equivalent;RE 5...

My client is an independent leader in the renewable energy industry and has an exciting opportunity for a Financial Accountant to join their team in Cape Town. This role will be responsible for managing the accounting and financial reporting functions for multiple plants across South Africa. You will be a detail-oriented professional with strong technical...

Financial Advisory RoleThis exciting opportunity involves providing expert financial advice and planning to clients, utilizing your knowledge of market trends and customer needs. You will work closely with clients to understand their financial situations, delivering tailored solutions that meet their objectives.Your key responsibilities will...

Job Description: Entry-Level Financial Service AgentKey Responsibilities:Client Interaction: Meeting with clients to understand their financial goals and needs.Product Recommendations: Suggesting suitable financial products and services based on clients' situations.Sales Meetings: Arranging and conducting meetings to discuss financial options.Market...

Job Description: Entry-Level Financial Service AgentKey Responsibilities:Client Interaction: Meeting with clients to understand their financial goals and needs.Product Recommendations: Suggesting suitable financial products and services based on clients' situations.Sales Meetings: Arranging and conducting meetings to discuss financial options.Market...

Purpose of the roleOur Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients' and advisers' trust and confidence through providing world-class service.Our consultants do impactful work by empowering our clients on their investment...

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...