Advisory Financial Specialist

4 days ago


Centurion, Gauteng, South Africa Old Mutual South Africa Full time

About the Role

We are seeking an experienced and skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert advice and guidance to our clients on a range of financial products.

The ideal candidate will have a strong understanding of financial markets and a proven track record of delivering exceptional results. You will work closely with clients to understand their individual needs and goals, and develop personalized financial plans to help them achieve their objectives.

Accountabilities

  1. Provide expert financial advice and guidance to clients on a range of financial products
  2. Develop and implement personalized financial plans to meet client needs and goals
  3. Work closely with clients to understand their individual circumstances and develop tailored solutions
  4. Maintain up-to-date knowledge of financial markets and regulatory requirements
  5. Continuously monitor and evaluate client portfolios to ensure they remain aligned with client objectives

Requirements

  • A Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 an advantage
  • A valid Driver's licence and your own car
  • A clear criminal and credit check
  • A minimum of 3 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    Our client, a prominent player in the financial services industry, is seeking a Group Advisory and Consolidated Reporting Specialist. This role is pivotal in ensuring accurate, IFRS-compliant financial reporting and disclosures that meet legal and regulatory standards. As a key advisor, you'll contribute to technical accounting strategies, support business...


  • Centurion, Gauteng, South Africa Financial Intelligence Centre Full time

    Job Title: Financial Intelligence Centre Compliance SpecialistJob Description:We are seeking a highly skilled Financial Intelligence Centre Compliance Specialist to join our team. The successful candidate will be responsible for assisting in engaging supervisory bodies and external institutions to monitor and enhance the level of understanding of ML / TF /...


  • Centurion, Gauteng, South Africa AVBOB South Africa Full time

    Job Title: Financial Management SpecialistAbout the JobWe are looking for a skilled professional to manage the financial aspects of our corporate affairs marketing department. As a Financial Management Specialist, you will be responsible for coordinating and facilitating the on-boarding process of new suppliers, providing billing projections to finance, and...


  • Centurion, Gauteng, South Africa Development Bank of Southern Africa (DBSA) Full time

    The role of a Project Finance Specialist at the Development Bank of Southern Africa (DBSA) is to provide financial advisory services for renewable energy and power projects. The specialist will be responsible for assessing, monitoring, and reporting on the financial aspects of bankable project-financed procurement documentation.Within the context of the...


  • Centurion, Gauteng, South Africa Development Bank of Southern Africa (DBSA) Full time

    The Project Finance Specialist role is a project finance function located within the Independent Power Producer Office (IPPO).The IPPO was established in 2010 to provide rapid solutions to South Africa's severe electricity supply constraints, by procuring new energy generation capacity from Independent Power Producers (IPPs). The IPPO was created as a...


  • Centurion, Gauteng, South Africa Worldwide Staffing (Pty) Ltd Full time

    Job Title: Financial Transactions SpecialistWe are seeking a skilled Financial Transactions Specialist to join our team at Worldwide Staffing (Pty) Ltd.About the Role:The successful candidate will be responsible for processing and managing transactions, ensuring accuracy and compliance with relevant regulations and company policies.They will also monitor and...


  • Centurion, Gauteng, South Africa HuntWave Technologies Full time

    Job SummaryWe are seeking a highly motivated and dynamic Financial Services Specialist to join our team. As a key member of our sales force, you will play a critical role in achieving client satisfaction and driving business growth through effective financial planning and risk management strategies.


  • Centurion, Gauteng, South Africa Network Finance Full time

    About UsWe are Network Finance, a leading provider of financial services. We are seeking a highly experienced financial professional to join our team as a Financial Operations Specialist. In this role, you will be responsible for managing the financial operations of our insurance division.Key ResponsibilitiesDevelop and manage financial plans and budgets for...


  • Centurion, Gauteng, South Africa Rakkgalakane Full time

    Job SummaryWe are seeking a skilled Financial Management Specialist to join our team at Rakkgalakane. This role involves overseeing financial operations, managing risk, and ensuring compliance with industry standards.Key Responsibilities:Capturing of non-claims related source documentation.Preparation of all financial reconciliations.Review and approval of...


  • Centurion, Gauteng, South Africa Network Recruitment Full time

    At Network Recruitment, we are seeking a highly skilled Financial Operations Specialist to join our team. In this role, you will play a pivotal part in managing the financial operations of our clients.Key Responsibilities:Prepare and submit timely financial statements in accordance with IFRS 17 standards.Lead the month-end and year-end closing processes,...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    We are looking for a Consolidated Financials Specialist to join our team at The Recruitment Council.About the RoleThis is an exciting opportunity for a skilled professional to drive financial reporting excellence and contribute to the growth of our organization.ResponsibilitiesIFRS Compliance:Evaluate and implement new IFRS standards, frameworks, and...


  • Centurion, Gauteng, South Africa AVBOB South Africa Full time

    Key ResponsibilitiesCoordinate and assist with the completion of recommendations and project submissions during the budgeting process.Prepare consolidated and accurate budgets for the department.Check approved budgets versus the recommended budgets and make necessary adjustments.In addition to these responsibilities, you will also be tasked with developing...


  • Centurion, Gauteng, South Africa Dalitso Full time

    We have an open role for a Senior Procurement Specialist with proven experience in demand planning and management, irregular, fruitless and wasteful expenditure process and demand planning and management.POSITION INFO : Responsibilities :Provide expert advice and inputs with regards to the organisational supply chain management strategy, governance, contract...


  • Centurion, Gauteng, South Africa Metso Full time

    **Company Overview**METSO is a global leader in the mining and aggregates industries, providing sustainable modern life through innovative solutions. We are committed to developing an inclusive culture that enables everyone to do their best and reach their full potential.**Job Description**We are seeking a Pumps Technical Support Specialist to join our team!...


  • Centurion, Gauteng, South Africa Ampath Trust Full time

    Job OverviewAmpath Trust is seeking a highly skilled Financial Operations Specialist to join their team. As a key member of the finance department, you will be responsible for attending to customer queries, collecting outstanding debt, and processing financial transactions.Key ResponsibilitiesAllocate, process and reconcile patient, medical aid, client and...


  • Centurion, Gauteng, South Africa Tariro Capital Full time

    Tariro Capital OverviewWe are a boutique professional services company that offers a wide range of corporate finance services to institutional fund managers, businesses, and entrepreneurs across sub-Saharan Africa.Job DescriptionThe Senior Associate Corporate Finance will play a pivotal role in deal origination, structuring, and execution. The new hire's...


  • Centurion, Gauteng, South Africa Development Bank of Southern Africa (DBSA) Full time

    In this role, you will have the opportunity to work with a dynamic team within the Independent Power Producer Office (IPPO) to provide expert financial advice on power generation projects. Your expertise will be invaluable in shaping the financial future of our clients.You will be working closely with stakeholders to identify and mitigate potential risks...


  • Centurion, Gauteng, South Africa Hello Group Recruitment Full time

    RequirementsTo be successful as our Operations Financial Specialist, you must have the following qualifications and experience:Education: A Finance degree is a must.Experience: Minimum of 5 years in a managerial role.Treasury Forecasting & Funding: Prior experience in treasury functions will be an advantage.Professional Qualifications: SAICA/SAIPA articles...


  • Centurion, Gauteng, South Africa CLS Human Capital Specialists Full time

    About the Role:We are looking for a highly skilled Financial Manager to join our team at CLS Human Capital Specialists. As a key member of our organization, you will be responsible for leading our financial planning and analysis functions.Responsibilities:To develop and implement financial strategies aligned with business goalsOversee financial reporting,...


  • Centurion, Gauteng, South Africa C40 Cities Full time

    About C40 CitiesC40 Cities is a financial services provider that prides itself on enhancing shareholder value through innovative and disciplined capital management. Our goal is to optimise cost of capital and risk-adjusted return on equity, which makes us a dynamic and exciting place to work.Job Overview:We are looking for a Financial Quantitative Specialist...