Financial Services Consultant

We’re looking for a financial consultant to join our dynamic team! Experience in bookkeeping, tax, payroll, and preparation of financial statements on CaseWare / Draftworx is required.

Blue Mercury is looking for individuals to sell #1 Short Term Insurance and Life Insurance products on the market as well as WILL's 'and TRUSTS We offer a high starting basic salary of R5100 for junior agents and you can earn commission in your first month and be paid commission in that month as well We have 3 types of positions available: Junior, Senior &...

About the RoleThis exciting opportunity is for a Junior Corporate Finance Specialist to work with a well-known consulting house in Sandton, South Africa.You will be responsible for providing high-quality financial advice to clients, including financial statement drafting and analysis.To succeed in this role, you will need to have strong IFRS knowledge and...

**Job description**: Our client has an exciting opportunity for a Service Consultant Manager who will be responsible for administration of personnel, wealth, office processes and to assist the broker. **Minimum requirements**: - BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom...

**Business Unit**:Discovery Invest**Function**:Call Center / Contact Center**Date**:5 Sep 2024**About Discovery** Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our...

Senior PositionCapitec Bank is seeking a highly experienced Senior Governance Lead to join our team. In this role, you will be responsible for leading the development and implementation of business strategies, identifying areas of improvement, and working with stakeholders to drive results.Main ResponsibilitiesDevelop and interpret business strategy and...

**Growth Opportunities:**MindMatch Consulting (Pty) Ltd is offering a unique opportunity for a Financial Services Lead to join their team in JHB. The role involves driving growth in market share and profitability for online sales, supporting the omni channel sales strategy.About the Team:We are a leading financial institution looking for a talented...

**Banking Customer Service Consultant** To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (Digital and Self Service) whilst adhering to policy and process. **Job Requirements**: Retail/Banking Client Service, Technology...

An exciting opportunity has arisen for ITSM Consultant positions within our existing team of consultants. The key purpose of the role is the delivery of the extensive portfolio of consulting services. We are looking for confident and experienced individuals who are up to date on the latest service management methodologies**, **in particular ITIL. You will be...

At The Recruitment Council, we are seeking a dynamic and driven Financial Services Specialist to join our team. This exciting opportunity is perfect for a business development professional looking to make a meaningful impact in a fast-growing company.About the Role:We are seeking an experienced Investment Consultant with a proven track record in client...

**Business Unit**:Discovery Employee Benefits **Function**:Brokers (FAIS Accredited) **Date**:10 Mar 2025 - Achieve more than**YOU BELIEVE** - Discovery Corporate & Umbrella Funds - Broker Services Consultant **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in...

**Business Unit**:Discovery Employee Benefits**Function**:Brokers (FAIS Accredited)**Date**:4 Oct 2024 - Achieve more than** **YOU BELIEVE** - Discovery - Umbrella Funds- Broker Service Consultant**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional...

Position Overview NFB Private Wealth Management JHB is seeking an experienced and highly skilled Financial Controller to join our dynamic team in the financial consulting business unit. The ideal candidate will have a proven accounting track record, client service experience, and expertise in using Xero. This is a full-time, in-office position based in...

**Introduction** **Role Purpose** To assist with providing and efficient and effective service to clients by providing support to the consulting team. **Requirements**: - Relevant Bachelor’s Degree or Diploma - 0-3 years’ experience within employee benefits environment - Knowledge of the financial services, health, insurance and investment...

We are looking for a talented Financial Advisor Liaison Consultant to join our Customer Services team at The Recruitment Council.About the Role:This role involves managing the workflow of work items, resolving rejections, and handling exceptions for internal and external stakeholders. You will also be responsible for logging and resolving queries, handling...

**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.**Requirements**: - Relevant...

This leading Asset Manager is seeking a highly skilled Financial Advisor Liaison Consultant to join their Customer Services team.Key Responsibilities:Manage the workflow of work items (Instructions, queries, requests) efficientlyResolve rejections via email or telephonic communicationManage exceptions for internal and external stakeholdersLog and resolve...

Job BriefA Recruitment Consultant is needed to assist our clients in finding the best people to staff their business. You will be responsible for attracting candidates, screening them and matching them to appropriate positions available. Creating recruiting strategies and building relationships are very important duties as well.Recruitment consultants have...

The Recruitment Council is seeking a Financial Services Business Developer to join our team. As a Business Development Consultant, you will be responsible for driving business growth in the financial services sector.About the Role:You will source sufficient lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per...

-Introduction Role Purpose Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters. Requirements - Relevant Bachelor’s Degree or equivalent - 1 to 3 years Financial Service Exprience - Employee Benefit Consulting experience...