Financial Services Specialist

2 months ago

CapeTown, South Africa The Recruitment Council Full time
About the Role

The Recruitment Council is seeking a highly skilled and dynamic Junior Financial Advisor to join our team. As a key member of our financial services team, you will play a pivotal role in supporting advisory partners with documentation and compliance requirements for both existing and new clients.

Key Responsibilities
  • Assist advisory partners with the preparation and organization of client documentation and compliance requirements.
  • Maintain a high level of understanding of administrative processes, including documentation, mandates, and service providers.
  • Build and nurture trusting relationships with new and prospective clients, working under the supervision of senior advisors.
  • Contribute to strategic discussions aimed at growing the business and enhancing service delivery benchmarks.
  • Identify new client opportunities for The Recruitment Council and actively seek referrals from existing clients.
  • Engage in continuous business development to attract new business and facilitate top-ups from existing clients.
  • Provide clients with financial roadmaps and investment solutions while managing their wealth through effective advice and implementation of changes.
  • Organize and participate in prospecting events to build and maintain quality client relationships.
  • Attend bi-annual client meetings to ensure client satisfaction and retention.
Qualifications and Experience
  • Certified Financial Planner designation or currently in the process of obtaining it.
  • Postgraduate diploma in financial planning with board exam completion or in progress.
  • Completion of regulatory exams (RE) and class of business training.
  • Active engagement in Continuous Professional Development (CPD) and attendance at internal training sessions.
  • Previous exposure to supervisory requirements related to Cat 1 and Cat 2 registration is advantageous.
Key Competencies
  • Strong numerical aptitude and analytical skills.
  • Excellent writing and communication abilities.
  • Influencing and conceptual thinking skills.
  • High interpersonal understanding and effective presentation skills.
  • Ability to manage stress effectively and maintain a multi-focused approach.
  • Output-driven mindset with a commitment to achieving results.
Knowledge Requirements
  • General understanding of financial markets, insurance, and investment products.
  • Thorough knowledge of the global economy and investment market dynamics.
  • Familiarity with investment and financial planning concepts.
  • Technical knowledge in areas such as tax, estate planning, retirement planning, Forex, and interest rates.
Personal Characteristics
  • Client-focused and service-oriented with a high level of integrity.
  • Adaptable and flexible, with a keen eye for detail.
  • Quick thinker, mature, and confident in client interactions.
  • Well-presented with sensitivity to client needs and expectations.
  • A self-starter who demonstrates accountability and a commitment to professional development.
What We Offer
  • A dynamic work environment with opportunities for personal and professional growth.
  • Ongoing training and support to enhance your skills and knowledge in the financial services industry.
  • The chance to work with a diverse clientele and make a significant impact on their financial futures.

  • Financial Leadership and Compliance Specialist

    1 week ago

    CapeTown, South Africa Top Talent Professional Services Full time

    Job Summary:We are seeking a highly skilled Financial Leadership and Compliance Specialist to join our team at Top Talent Professional Services. As a key member of our finance department, you will play a crucial role in ensuring the financial integrity and compliance of our organization.About Us:Top Talent Professional Services is a reputable company...

  • Customer Service Operations Specialist

    2 months ago

    CapeTown, South Africa Digital Outsource Services Full time

    Job OverviewWe are seeking a highly skilled and motivated Customer Service Operations Specialist to join our team at Digital Outsource Services. As a key member of our support team, you will be responsible for delivering exceptional customer service and ensuring seamless interactions with our customers.

  • Account Onboarding Specialist

    1 week ago

    CapeTown, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking a highly skilled Account Onboarding Specialist to join our team at The Recruitment Council. This is an exciting opportunity for someone with experience in financial services to make a significant impact on our client onboarding process.About the RoleThis role involves overseeing the end-to-end onboarding process of new clients,...

  • Financial Planning Specialist

    2 months ago

    CapeTown, South Africa Top Talent Professional Services Full time

    ResponsibilitiesThe Financial Planning Specialist will ensure that a company's revenue is accurately tracked, billed, and reported, providing transparency for stakeholders and supporting strategic financial planning. Key responsibilities include:Compiling the monthly billing process, extracting data from multiple databases, and creating Excel upload files...

  • Financial Planning Specialist

    1 week ago

    CapeTown, South Africa The Recruitment Council Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at The Recruitment Council.

  • Financial Reporting Specialist

    6 days ago

    CapeTown, South Africa PRN Staffing Full time

    OverviewPRN Staffing is a dynamic staffing agency committed to delivering exceptional talent solutions. We are currently seeking a highly skilled Financial Reporting Specialist to join our team.

  • Financial Reporting Specialist

    1 week ago

    CapeTown, South Africa Recruitment Solutions Full time

    As a Financial Reporting Specialist at Recruitment Solutions, you will have the opportunity to work in an office-based environment with standard working hours.The ideal candidate for this role should possess a Matric with a relevant qualification - Bachelor's Degree OR Diploma in Accounting, Finance or a related field, and hold a Professional Accounting...

  • Senior Financial Planning Specialist

    1 week ago

    CapeTown, South Africa The Recruiters Full time

    The Recruiters is seeking a highly skilled Senior Financial Planning Specialist to join our team. This is an exciting opportunity for an experienced professional to take on a key role in our financial services environment.Job SummaryThis position involves servicing existing clients, including portfolio reviews, income sustainability reporting, and general...

  • Financial Reporting Specialist

    1 week ago

    CapeTown, South Africa PRN Staffing Full time

    About PRN StaffingWe are a leading staffing agency committed to providing top talent to our clients. We take pride in delivering exceptional service and fostering long-term relationships.Salary and BenefitsThe estimated salary for this position is R1 000 000 per annum, including benefits such as medical aid, retirement annuity, and annual leave.Job...

  • Payroll Specialist for Shared Services

    1 week ago

    CapeTown, South Africa Red Ember Recruitment Full time

    Job Summary:We are seeking a highly skilled Payroll Specialist to join our Shared Services team at Red Ember Recruitment. As a Payroll Specialist, you will be responsible for the entire cycle of payroll processing, maintaining employee payroll and HR master records, and ensuring accurate and timely processing of payroll.Key Responsibilities:Inputting,...

  • Financial Operations Specialist

    1 week ago

    CapeTown, South Africa The Legends Agency Full time

    About the RoleWe are seeking an experienced Financial Operations Specialist to join our team at The Legends Agency in Cape Town. This is a full-time, permanent position that offers a salary of R35k.Job DescriptionThe successful candidate will be responsible for overseeing general accounting activities, including reconciliations, ledger maintenance, and...

  • Financial Services Professional

    2 months ago

    CapeTown, South Africa The Legends Agency Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team at The Legends Agency in Bellville, South Africa. As a Chartered Accountant (CA(SA)), you will be responsible for managing a diverse portfolio of UK-based clients and providing high-quality accounting and advisory services.

  • Financial Management Specialist

    4 weeks ago

    CapeTown, South Africa TrudyQ Consulting Full time

    About the RoleWe are seeking an experienced Financial Management Specialist to join our team at TrudyQ Consulting.The ideal candidate will have a strong background in accounting and financial management, with experience in managing multiple companies' finances. The successful candidate will be responsible for drafting financial statements, cash flow...

  • Structural Engineering Specialist

    1 week ago

    CapeTown, South Africa Professional Career Services Full time

    Job OverviewAt Professional Career Services, we are seeking an experienced Structural Engineering Specialist to join our team. This is a rare opportunity for a talented individual to take on a challenging role in commercial project delivery.

  • Administrative Operations Specialist

    4 weeks ago

    CapeTown, South Africa Pro Stop Recruitment Services Full time

    Job SummaryWe are seeking an experienced and skilled Administrative Operations Specialist to join our team at Pro Stop Recruitment Services. This is a senior role that requires strong organizational and administrative skills, as well as excellent communication and problem-solving abilities.

  • Senior Financial Analyst

    1 week ago

    CapeTown, South Africa Top Talent Professional Services Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Top Talent Professional Services. This is an exciting opportunity for a results-driven professional to make a significant impact on our financial operations.Key ResponsibilitiesEnsure accurate tracking, billing, and reporting of revenue across multiple sources,...

  • Financial Operations Specialist

    1 week ago

    CapeTown, South Africa The Recruitment Council Full time

    Job Description:The Recruitment Council is seeking a skilled Financial Operations Specialist to support our trading operations. This role will be responsible for managing settlement obligations, ensuring timely processing of trades, and resolving queries from brokers and clients.

  • Industrial Automation Sales Specialist

    3 weeks ago

    CapeTown, South Africa Professional Career Services Full time

    Job Title: Industrial Automation Sales SpecialistWe are seeking a highly motivated and experienced sales professional to join our team at Professional Career Services as an Industrial Automation Sales Specialist.Estimated Salary: R 250,000 - R 400,000 per annumJob DescriptionThe successful candidate will be responsible for providing exceptional sales and...

  • Client Service Specialist

    2 months ago

    CapeTown, South Africa The Recruitment Council Full time

    Job Title: Client Service SpecialistAs a Client Service Specialist, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients and the operational teams. Your primary responsibility will be to deliver exceptional service throughout the onboarding process for both individual and legal entities...

  • Credit Risk Specialist

    2 months ago

    CapeTown, South Africa Career-seekers Recruitment Solutions Full time

    Job Title: Credit Risk SpecialistJob Type: Full-timeIndustry: Financial ServicesJob Description:We are seeking a skilled Credit Risk Specialist to join our team. As a Credit Risk Specialist, you will be responsible for assessing the creditworthiness of clients and making recommendations for credit limits, terms, and conditions.Key Responsibilities:Reviewing...