Financial Consultant Assistant

1 week ago


Cape Town, Western Cape, South Africa Ntice Sourcing Solutions Full time
About the Role

We are seeking a motivated and detail-oriented Financial Consultant Assistant to join our team at Ntice Sourcing Solutions in Cape Town. The ideal candidate will have excellent communication skills, be tech-savvy, and possess a growth mindset.

Job Responsibilities
  • Contact clients to gather information about their financial situation
  • Assess client financial information to determine their financial position
  • Making outbound calls to potential clients
  • Manage consumer engagements on various platforms
  • Provide exceptional customer service and manage client expectations
  • Transfer eligible consumers to our expert Financial Consulting team
Requirements
  • Bachelor's degree or National Diploma
  • Computer literacy and proficiency in Microsoft Office
  • Excellent written and verbal communication skills
  • Motivated to grow into the Financial Consulting team
  • Previous experience in customer service or sales roles advantageous
  • Problem-solving skills and adaptability

We offer a competitive salary range of R150,000 - R200,000 per annum, depending on experience, as well as opportunities for growth and professional development.



  • Cape Town, Western Cape, South Africa Marvel Placement Consultant Full time

    Job Title : Financial Assistant for Property ManagementWe are currently recruiting a highly skilled and experienced Financial Assistant to join our client's team in Cape Town. The ideal candidate will have 1+ years of experience in an administrative financial role, providing exceptional support to the accounting team.The successful candidate will be...


  • Cape Town, Western Cape, South Africa Marvel Placement Consultant Full time

    Job OverviewWe are seeking an experienced Senior Property Financial Coordinator to join our team at Marvel Placement Consultant.


  • Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    We are seeking a highly skilled and motivated Financial Consultant to join our team at Financial Advisors HR. This is an exceptional opportunity for individuals who are passionate about providing top-notch wealth management and protection solutions to our clients.About the Role:This is a full-time remote role for a Financial Adviser/Insurance...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are seeking an experienced Financial Controller Assistant to join our team at CA Financial Appointments. As a key member of our finance team, you will be responsible for the daily financial functions of the business. If you have strong experience with SAP, are thorough and meticulous, and immediately available, we would like to hear from...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are seeking a reliable and detail-oriented Bookkeeper to join our team at CA Financial Appointments, based in the Muizenburg area. This part-time opportunity will involve working 4 hours a day, 5 days a week, with the flexibility to choose between morning or afternoon shifts.The successful candidate will be responsible for maintaining general accounting...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term...

  • Financial Controller

    1 month ago


    Cape Town, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full time

    Job Description for Financial Controller AssistantWe are seeking a skilled Financial Controller Assistant to join our team at Exceed Human Resource Consultants Ltd. This role is ideal for a detail-oriented individual with strong analytical skills and experience in financial management.Key Responsibilities:Assist with the processing, analysis, and capture of...

  • Financial Accountant

    1 month ago


    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial AccountantOur client, a leading consulting firm, seeks a skilled Financial Accountant to oversee financial matters and general office administration. Key responsibilities include bookkeeping, financial reporting, and managing cash flow projections. The ideal candidate will excel in planning, organization, and teamwork.Key Responsibilities:Prepare...


  • Cape Town, Western Cape, South Africa Exceed Human Resource Consultants Full time

    Exceed Human Resource Consultants is seeking a skilled Financial Administrator Assistant to join our team.About the RoleWe are looking for an experienced professional to assist with various financial tasks, including:Invoicing and reconciliationsExcel spreadsheet managementFiling and document managementCourier services and deliveryClient credit applications...


  • Cape Town, Western Cape, South Africa Set Consulting Full time

    Join Set Consulting, a leading data consultancy, as a Financial Services Assistant to support the finance team.Key responsibilities include:Supplier Onboarding: Managing the onboarding process for new suppliers.Processing Supplier Invoices: Accurately recording and processing supplier invoices.Creditors Ledger Management: Maintaining and managing the...


  • Cape Town, Western Cape, South Africa Emporium Full time

    Emporium is seeking a highly skilled Financial Migration ConsultantSalary: R 15,000 to R 18,000 per monthThe ideal candidate will have a passion for data migration and integration, with excellent communication skills to build strong relationships with clients.About the Role:To assist new and existing customers with integrations and migrations of their...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Regional Financial ManagerCA Financial Appointments is seeking a highly skilled Regional Financial Manager to lead our financial operations in Cape Town. The ideal candidate will have a minimum of 5 years of experience in the financial or long-term insurance sectors.Key Responsibilities:Develop and execute regional financial strategies to drive business...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Executive Assistant - Wealth ManagementCA Financial Appointments is seeking a highly experienced Executive Assistant to support our Wealth Management team. The ideal candidate will have a strong understanding of wealth management, financial regulations, and business operations.Key Responsibilities:Manage the diary and needs of the Wealth Manager/CEO,...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job Title: Senior Financial ConsultantWe are seeking a highly skilled and experienced Financial Planner to join our team at Nedbank.About the Role:As a Senior Financial Consultant, you will be responsible for providing expert financial advice and wealth creation solutions to our clients. Your primary goal will be to make Nedbank their preferred bank by...


  • Cape Town, Western Cape, South Africa Emporium Human Capital Full time

    Emporium Human Capital: Financial Systems Trainer and Consultant OpportunityWe are seeking a highly skilled and experienced Financial Systems Trainer and Consultant to join our team in Somerset West.Job Summary:The ideal candidate will have a strong background in training and consulting, with expertise in financial software. They will be responsible for...


  • Cape Town, Western Cape, South Africa Outsourced CFO Full time

    About the RoleWe are seeking highly motivated individuals to join our team as Junior Financial Consultants. As a key member of our CFO services team, you will play a crucial role in supporting clients' financial operations and contributing to key business decisions.Key ResponsibilitiesClient-Focused Accounting & CFO SupportParticipate in CFO and accounting...


  • Cape Town, Western Cape, South Africa Sanlam Group Full time

    Job Title: Senior Financial ConsultantWe are seeking a skilled Senior Financial Consultant to join our team in Cape Town. This is a challenging opportunity for a results-driven professional to grow and develop their career.


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job DescriptionWe are seeking a motivated Junior Group Accountant to join our finance team and support our financial operations across multiple business units.Key Responsibilities:Assist in preparing and consolidating financial statements for the group.Support monthly, quarterly, and annual closing processes.Reconcile accounts, review ledgers, and ensure the...


  • Cape Town, Western Cape, South Africa Intelligent Debt Management Full time

    Job Title : Senior Financial ConsultantOur company, Intelligent Debt Management, is a reputable organization in the financial services industry. We are seeking an experienced and skilled Senior Financial Consultant to join our team.As a Senior Financial Consultant, you will be responsible for assessing clients' financial situations, providing expert advice,...

  • Migration Consultant

    1 month ago


    Cape Town, Western Cape, South Africa Emporium Human Capital Full time

    Job SummaryWe are seeking a skilled Migration Consultant - Financial Systems to join our team at Emporium Human Capital. As a key member of our team, you will be responsible for assisting new and existing customers with complex integrations and migrations of their financial web applications.ResponsibilitiesAssist customers with migration activities, ensuring...