Financial Services Specialist

1 month ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Title: Wealth Analyst

Overview:
The Recruitment Council is seeking a highly skilled Wealth Analyst to support our team of financial professionals. As a key member, you will play a pivotal role in delivering exceptional service to our high-net-worth clients.

Responsibilities:
  • Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance updates.
  • Proposal Development: Craft compelling proposals tailored to clients' unique financial needs and goals.
  • Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
  • Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.
  • Financial Expertise: Stay up-to-date on financial products, strategies, and risk management solutions.
  • Wealth Manager Support: Provide comprehensive support to Wealth Managers, including meeting preparation, research, and report drafting.
  • Compliance: Ensure all activities adhere to regulatory guidelines and industry best practices.
  • Client Onboarding: Facilitate a seamless onboarding experience for new clients.
  • Administrative Support: Manage CRM data, coordinate with third-party providers, and handle client requests.


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Wealth AnalystKey Responsibilities:The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key Responsibilities:Client Liaison & Retention Management:The Wealth...


  • Stellenbosch, Western Cape, South Africa Cardoso Recruitment Full time

    Seeking a skilled Financial Services Specialist to join our client's expanding FMCG business in Stellenbosch. The ideal candidate will have a strong background in accounting and experience working with ERP systems, such as Syspro. Salary:R35 000 - R40 000 per annum (CTC)The successful candidate will be responsible for the following key performance...


  • Stellenbosch, Western Cape, South Africa Stellenbosch University Full time

    Job Overview:We are seeking a highly skilled and motivated Academic Support Specialist to join our team at Stellenbosch University. This is an exciting opportunity for a professional with excellent communication and customer service skills to make a meaningful contribution to the academic success of our students.About the Role:The Student Finance Client...


  • Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

    We are seeking an experienced Financial Planning Specialist to join our team at Communicate Recruitment. This is a dynamic opportunity for a skilled accountant to take on a new challenge and utilize their expertise to drive business growth.About the RoleThe successful candidate will be responsible for preparing financial journals, managing client portfolios,...


  • Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

    Job OverviewWe are seeking a highly skilled Financial Reporting Specialist to join our team at Communicate Recruitment. The successful candidate will be responsible for preparing and reviewing financial reports, ensuring accuracy and compliance with relevant laws and regulations.About the RoleThe Financial Reporting Specialist will play a crucial role in...


  • Stellenbosch, Western Cape, South Africa Stellenbosch University Full time

    Job SummaryThe Financial Management Specialist will be responsible for overseeing the financial management of the Research, Innovation and Postgraduate Studies (RI&PS) portfolio at Stellenbosch University. This includes budgeting, financial reporting, and providing financial guidance to divisional heads.About the RoleWe are seeking a highly skilled and...


  • Stellenbosch, Western Cape, South Africa Emporium Full time

    About EmporiumEmporium is a leading provider of financial solutions, dedicated to delivering exceptional services to our clients.Job OverviewWe are currently seeking an experienced Data Migration Specialist to join our team. This role will be responsible for assisting new and existing customers with complex financial web application integrations and...


  • Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

    At Communicate Recruitment, we are seeking a highly skilled Strategic Financial Planning Specialist to join our team.About the Role:This is an exciting opportunity for a talented individual to take on a key role in driving financial growth and strategy within our organization. As a Strategic Financial Planning Specialist, you will be responsible for...


  • Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking a highly skilled Financial Portfolio Specialist to join our team at The Recruitment Council in Stellenbosch. This role offers an attractive salary of R850,000 per annum.Main ResponsibilitiesClient Management: Build and maintain strong relationships with high-net-worth clients, ensuring their needs are met through effective...


  • Stellenbosch, Western Cape, South Africa IntelliStaff Full time

    **Job Description:** Picnic Services SpecialistWe are seeking a highly skilled and enthusiastic Picnic Services Specialist to join our team at IntelliStaff. As a Picnic Services Specialist, you will be responsible for planning and executing outdoor picnics and events in a professional and safe manner.Key Responsibilities:Picnic Setup and Management: Plan and...


  • Stellenbosch, Western Cape, South Africa Unifi Group Full time

    Job Title: Senior Financial Reporting SpecialistWe are seeking a highly skilled and experienced Senior Financial Reporting Specialist to join our team at Unifi Group in Stellenbosch, Western Cape.About the Role:Develop a comprehensive understanding of our business operations to inform financial reporting and strategic decision-making.Key...


  • Stellenbosch, Western Cape, South Africa Communicate Recruitment Full time

    At Communicate Recruitment, we are seeking a highly skilled Financial Reporting Specialist to join our team. About the Role:The successful candidate will be responsible for consolidating financial data, analyzing balance sheets, and managing cashbook and payroll reconciliation processes.Key Responsibilities:Consolidation of financial dataAnalyzing balance...


  • Stellenbosch, Western Cape, South Africa IntelliStaff Full time

    Job Description: Hospitality Service Specialist We invite applications from experienced Hospitality Service Specialists to join IntelliStaff's dynamic team. As a key member of our hospitality division, you will play a vital role in providing exceptional service, enhancing guest experiences, and driving business growth.About the Position:Servicing guests with...


  • Stellenbosch, Western Cape, South Africa Wild Dreams Hospitality Full time

    Financial Services Manager Job DescriptionWe are seeking a highly experienced Financial Services Manager to join our team at Wild Dreams Hospitality. In this role, you will be responsible for leading the accounting team, overseeing financial activities, and implementing effective financial procedures.About the RoleThe ideal candidate will have a strong...


  • Stellenbosch, Western Cape, South Africa iStaff Recruitment Full time

    Job SummaryAt iStaff Recruitment, we are seeking a highly skilled Financial Management Specialist to join our team. The successful candidate will be responsible for maintaining precise and punctual financial records for the company.Key ResponsibilitiesMaintain accurate and up-to-date financial records, including accounts payable and accounts...


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

    We are seeking a highly skilled Financial Reporting Specialist to join our team at Exceed Human Resource Consultants Ltd. As a key member of our finance department, you will be responsible for preparing accurate and timely financial statements that meet regulatory requirements.With a strong background in accounting and a proven track record of delivering...


  • Stellenbosch, Western Cape, South Africa Emporium Full time

    Job OverviewWe are seeking a highly skilled Data Migration Specialist to join our team at Emporium. As a key member of our operations, you will play a critical role in ensuring seamless financial integrations for our clients.


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

    Job DescriptionWe are seeking a highly skilled Financial Compliance Specialist to join our team at Exceed Human Resource Consultants.Key Responsibilities:Prepare financial statements that include complex tax calculations, ensuring accuracy and adherence to regulatory requirements.Process transactions in Xero, Pastel Partner, and Pastel Online, maintaining a...


  • Stellenbosch, Western Cape, South Africa Sagen Advisory Full time

    Sagen Advisory, a diversified and established group based in the Cape Winelands, is seeking an ambitious and talented financial professional to join their team as a Financial Operations Specialist.This role is critical in supporting the Financial Manager, overseeing financial operations, management reporting, and ensuring the financial health and success of...


  • Stellenbosch, Western Cape, South Africa Wild Dreams Hospitality Full time

    Job DescriptionWe are seeking a highly skilled Food and Beverage Service Specialist to join our team at Wild Dreams Hospitality. In this role, you will be responsible for providing exceptional customer service in a fast-paced dining environment.Responsibilities:Take orders and serve food and beverages to guests in a timely and efficient manner.Maintain a...