Financial Services Support Specialist

2 weeks ago


Durban, KwaZulu-Natal, South Africa Accountancy Placements Pietermaritzburg Full time

Job Title: Client Relationship and Financial Planning Associate - Westville

About the Role:

We are seeking a highly motivated and organized individual to join our team as a Client Relationship and Financial Planning Associate in Westville.

Key Responsibilities:

  • Record clients' data on the company's internal CRM system.
  • Provide operational support for portfolio managers and client relationship managers.
  • Clients are managed and marketing support is provided.
  • Financial planning, preparation, and client reviews are conducted.

Requirements:

  • 4-5 years of experience in the financial services industry.
  • Understanding of FAIS and FICA legislation.
  • Relevant tertiary education or courses.
  • Computer skills, including Microsoft Office, XPlan, IWP, and PGP.
  • Accurate and meticulous attention to detail.

Please note that due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.



  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are looking for a diligent individual to work as part of a team at LCI Financial Services. The ideal candidate will be responsible for various tasks and must have strong organizational skills. Requirements: MatricComputer literacyExperience with bank statements is a plusWorking hours: Monday to Friday, 8am-5pm, and Saturdays, 8am-12pm


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are seeking a skilled and dedicated individual to join our Financial Services team at LCI Financial Services.Responsibilities:• Provide administrative support to our financial team• Assist with the processing of financial transactions and data entry• Collaborate with team members to achieve common goals and objectivesRequirements:• Matric...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    Accounting Services seeks a highly organized and detail-oriented Financial Operations Specialist to join our team. As a key member of our finance department, you will provide critical support to ensure the smooth operation of our financial processes.About the RoleThis exciting opportunity is perfect for individuals with a passion for finance and a keen eye...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to market our insurance products, including funeral insurance and other campaigns. The successful candidate will also have the opportunity to work as a Financial Advisor, utilizing their skills to sell long-term insurance products.Market our insurance products to...


  • Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    About UsLCI Financial Services is a leading financial services provider, committed to delivering exceptional service to our clients.Job SummaryWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our team, you will be responsible for providing expert advice on financial matters to our clients.Key...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Financial Planning Support Specialist to join our team at The Recruitment Council in Durban North. This position is ideal for a young professional aspiring to become a Financial Advisor in the long term.Key Responsibilities:Administrative Support:Provide exceptional administrative support to...


  • Durban, KwaZulu-Natal, South Africa Liberty Standard Bank Group Full time

    About the Role:We are seeking a highly driven and ambitious individual to join our team as a Financial Advisor. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to private and business clients. You will identify their investment and lifestyle needs, and develop strategies to meet those needs.Your Key...


  • Durban, KwaZulu-Natal, South Africa Accounting Services Full time

    **Special Projects Assistant Role**We are seeking a highly organized and detail-oriented candidate to fill the position of Special Projects Assistant at Accounting Services.Key Responsibilities:Support the completion of projects by performing project and office administration tasks.Conduct data collection, research, and business plan conceptualization.Verify...


  • Durban, KwaZulu-Natal, South Africa eThekwini Full time

    Accounting Support RoleeThekwini is seeking a skilled Accounting Support Specialist to provide financial services to the housing department. The successful candidate will work closely with the accountant to deliver a comprehensive accounting, financial, and budgeting service.Key Responsibilities:Support the accountant in providing financial services to the...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    We are seeking highly motivated sales agents and financial advisors to join our team at LNL Financial Investment (Pty) Ltd. Our company is dedicated to providing top-notch financial services, and we believe that the right candidates will excel in this role.Job SummaryThe ideal candidate for this position will have excellent communication skills, a strong...


  • Durban, KwaZulu-Natal, South Africa Employ Africa HR Services CC Full time

    Job Role: Financial Recovery SpecialistThis is an exciting opportunity to join our dynamic team at Employ Africa HR Services CC as a Financial Recovery Specialist. We are seeking a commercially-minded individual who is passionate about managing and collecting debts of our clients' debtors.Key Responsibilities:Take a proactive role in managing and collecting...


  • Durban, KwaZulu-Natal, South Africa Career-seekers Recruitment Solutions Full time

    Our client, a prominent international financial services group, is seeking an experienced credit professional to join their team in South Africa.The role offers a competitive salary of R36,000 - R48,000 per month, depending on experience.Job DescriptionAs a Financial Services Specialist, you will be responsible for:Reviewing financial statements to assess...

  • IT Support Specialist

    4 weeks ago


    Durban, KwaZulu-Natal, South Africa Hoaeane Consulting Full time

    Hoaeane Consulting is seeking an experienced IT Support Specialist to join our team in Durban. As an IT Support Specialist, you will be responsible for providing IT services, including technical analysis, advice, and support in a timely manner. You will be working closely with our team to ensure that all IT systems are stable and running smoothly.Key...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    At The Recruitment Council, we are seeking a highly skilled Senior Financial Support Specialist to join our team in Durban North. As a key member of our financial services team, you will play a crucial role in supporting and assisting experienced financial planners with their daily tasks.This is an excellent opportunity for a young professional looking to...


  • Durban, KwaZulu-Natal, South Africa LCI FINANCIAL SERVICES PTY LTD Full time

    We are seeking a highly skilled and motivated individual to join our team at LCI Financial Services as a Consultant.The successful candidate will be responsible for:Assessing clients and conducting credit checksProcessing clients onto our systemProviding exceptional customer service and supportRequirements:Matric or higher qualificationExcellent...


  • Durban, KwaZulu-Natal, South Africa Rio Tinto Full time

    About the RoleWe are seeking an IT Support Specialist to provide end-to-end IT services for our clients. The ideal candidate will have a strong background in ITIL management processes and general IT functions.Key ResponsibilitiesEnsure high availability of IT services through proactive support, updates, and maintenance.Own incident management and escalations...


  • Durban, KwaZulu-Natal, South Africa Employ Africa HR Services CC Full time

    Africa Financial Operations RoleWe are searching for an experienced Accountant to join us on our expansion journey across different African countries and currencies. As a Senior Financial Specialist, you will play a pivotal role in our growth in various African regions.Key Responsibilities:Manage financial records and ensure the accuracy of financial...


  • Durban, KwaZulu-Natal, South Africa WNS Global Services Full time

    **Role Purpose**At WNS Global Services, we are looking for a skilled Customer Service Specialist to provide exceptional communications solutions to our clients by promoting and matching products & services to customer needs.Key Responsibilities:To actively grow client markets, thereby generating revenue and improving customer satisfaction.To provide...

  • Financial Director

    3 weeks ago


    Durban, KwaZulu-Natal, South Africa RS Recruitment Services Full time

    RS Recruitment is assisting a Steel Manufacturing Company in Westmead, Durban, to find a Financial Manager with benefits.Our client, a subsidiary of a JSE-listed group, is a specialist steel service centre with over 41 years of experience.The successful candidate will have a minimum of 5 years' experience in a similar role, a relevant qualification, and...


  • Durban, KwaZulu-Natal, South Africa Envestpro Full time

    About UsEnvestpro is a financial services firm dedicated to empowering individuals at every stage of their professional journey to achieve financial greatness.Job DescriptionCraft tailored financial strategies that empower individuals to navigate the complexities of financial planning with confidence and clarity.Serve as a trusted advisor, guiding clients...