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Financial Services Professional

1 week ago


Paarl, Western Cape, South Africa CA Support CC Full time
Key Responsibilities
  • Pipeline Management: Manage new client pipelines and implementation schedules to ensure seamless integration.
  • Consultations: Conduct consultations with new clients to understand their business requirements and document scope accordingly.
  • Data Analysis: Develop and build ad hoc reports/data insights to address client needs and analyze data to identify trends and patterns.
  • Implementation: Brief internal teams on implementation scope and collaborate with stakeholders to ensure successful project outcomes.
Required Skills and Qualifications
  • Bachelor's degree or higher in finance or related field (required)
  • CA(SA) certification will be a distinct advantage
  • Minimum 5 years' experience in accounting position (required)
  • Working experience in South African financial services/financial planning industry (preferable)