Financial Services Professional
2 months ago
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 within branches and across the group.
- Advise clients on wealth protection and wealth creation strategies.
- Provide corporate benefits and business assurance services.
- Maintain strong client relationships through consistent practice management advice.
- Financial Services qualification (RE and CBT).
- Minimum of 2 years' experience in financial planning, investment management, and/or insurance.
- 2 years post-DOFA supervision completion preferred.
- Excellent communication, presentation, and relationship-building skills.
- Strong analytical and problem-solving capabilities.
- Ability to work independently while effectively managing time and resources.
- Meticulous attention to detail and excellent organizational skills.
- Experience with financial planning software and tools.
- Commitment to continuous professional development and staying current with industry advancements.
We offer independence as a financial adviser, paired with the security and support of a corporate network, along with a collaborative team environment of qualified specialists ensuring the best possible service for clients.
-
Financial Services Professional
1 month 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...
-
Financial Services Professional
1 week ago
Sandton, South Africa TalentCru Full timeJob Description:We are seeking a highly skilled Financial Services Professional to join our team at TalentCru. This role is responsible for assisting with the preparation of AFS documents and ensuring compliance with internal systems and procedures.The ideal candidate will have a minimum of 3 years' experience in AFS preparation and audit liaison, as well as...
-
Financial Services Specialist
1 month 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 -...
-
Junior Financial Services Professional
1 month ago
Sandton, South Africa Neptune Full timeAt Neptune, we're seeking a talented and ambitious individual to join our team as a Junior Financial Services Professional. This exciting opportunity will provide you with the chance to develop your skills and knowledge in a fast-paced and dynamic environment.We're looking for someone who is self-motivated, sets high standards for quality work, and has...
-
Advanced Financial Services Professional
4 weeks ago
Sandton, South Africa Liberty Standard Bank Group Full timeCareer Growth and Advancement OpportunityAre you a driven individual with strong independence, people skills, enthusiasm, and determination?We are seeking an exceptionally talented Financial Adviser to represent Liberty in the financial services industry.Leverage our structured, proactive training program to advance your career within one of South Africa's...
-
Financial Services Professional
2 months ago
Sandton, South Africa Christo & Associates Full timeJob Title: Assistant Financial AdviserWe are seeking a talented Assistant Financial Advisor to join our team at Christo & Associates. The ideal candidate will have at least 2 years of experience in insurance sales, bank sales, and client servicing. A basic salary is negotiable, and a commission structure will be based on the basic salary amount. Requirements...
-
Financial Services Professional
2 months ago
Sandton, South Africa Moore Recruitment Full timeCompany Overview: Moore Johannesburg is a leading mid-tier professional services firm, specializing in Advisory, Audit, and Taxation, within the Moore Global Network of 30 000+ people across 500+ offices in 113 countries.Our Focus: We provide world-class services to our global client base. Our team is committed to delivering exceptional results, while...
-
Paraplanning Specialist
1 week ago
Sandton, South Africa CA Financial Appointments Full timeAbout the Role:This position involves formulating effective financial plan documents, preparing statements of advice documentation, and reviewing customer portfolio review reports. The ideal candidate will have strong communication skills and be able to work collaboratively as part of a team.
-
Financial Operations Specialist
4 weeks ago
Sandton, South Africa Vuka Financial Solutions Full timeVuka Financial Solutions is a leading financial solutions platform in South Africa, empowering emerging businesses with cutting-edge technology and expertise. Our mission revolves around delivering customer-centric services built on trust, progress, achievement, teamwork, innovation, and learning.The core objectives of our service are centered around...
-
Corporate Tax Professional
1 week ago
Sandton, South Africa CA Financial Appointments Full timeCA Financial Appointments invites applications for the position of Corporate Tax Professional. We are seeking a highly skilled individual with extensive experience in corporate tax to join our finance team. The ideal candidate will have a strong background in tax law and regulations, with the ability to advise clients on tax matters and ensure compliance...
-
Financial Planning Specialist
7 days ago
Sandton, South Africa CA Financial Appointments Full time**Senior Paraplanner Position in Wealth Management**We are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton, South Africa. If you have a strong background in financial planning and a passion for delivering exceptional results, we encourage you to apply.The successful candidate will be...
-
Professional Financial Consultant
4 weeks ago
Sandton, South Africa Envestpro Full timeWe are seeking a driven and ambitious individual to join our team as a Professional Financial Consultant. This is an ideal career opportunity for individuals who value independence, have a strong work ethic, and are eager to build a business.About the RoleThe Professional Financial Consultant will be responsible for providing financial guidance and advice to...
-
Customer Service Director
4 weeks ago
Sandton, South Africa Neptune Full timeWe are seeking a seasoned Customer Service Director to lead our team at Neptune in delivering exceptional customer service in the financial services industry.">About NeptuneNeptune is a leading company in the financial services sector, committed to excellence and innovation. Our team of professionals works tirelessly to provide secure and efficient services...
-
Sandton, South Africa Neptune Full timeAbout NeptuneNeptune is a forward-thinking organization dedicated to providing innovative financial solutions. We are committed to empowering our clients through expert advice and tailored services.We are seeking a skilled and ambitious individual to join our team as a Graduate Intern: Financial Adviser. This 24-month internship programme is designed for NQF...
-
Cfo - Financial Services
6 months ago
Sandton, South Africa RPO Recruitment Full timeAre you an experienced financial professional with a strong strategic mindset and the ability to drive business growth? RPO Recruitment is currently seeking a dynamic CFO to join our team in the financial services sector. At RPO Recruitment, we pride ourselves on our ability to connect top-tier talent with leading companies. As the CFO of our organization,...
-
Financial Services Accountant
1 month ago
Sandton, South Africa SHARON NUROCK RECRUITMENT CC Full timeCompany OverviewSharon Nurock Recruitment CC is a renowned recruitment agency specializing in the placement of skilled professionals in the accounting and finance sector.Job Description:We are seeking an experienced Financial Services Accountant to join our team. The successful candidate will be responsible for providing high-quality accounting services to...
-
Senior Financial Services Specialist
2 months 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...
-
Financial Services Expert
1 month ago
Sandton, South Africa FirstRand Bank Limited Full timeCompany OverviewRMB Private Bank is a leading provider of wealth management advice and private banking solutions, catering to all stages of our clients' financial journey. Our strong record of excellence, combined with a reputation for innovation and genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our...
-
Financial Services Specialist
3 weeks ago
Sandton, South Africa Liberty Standard Bank Group Full timeOverviewLiberty Standard Bank Group is a leading financial services company in South Africa, offering a wide range of products and services to individuals and businesses.Job DescriptionWe are currently seeking an experienced Financial Planner to join our team. The successful candidate will be responsible for providing holistic financial planning advice to...
-
Sandton, South Africa Merchants Full timeAbout the RoleWe are seeking an exceptional Customer Service Representative to join our team at Merchants Financial Services. As a key ambassador of our brand, you will be the first point of contact for customers and play a crucial role in delivering exceptional customer service.Key ResponsibilitiesDeliver First-Class Service: Accurately assess and respond...