Financial Services Manager
4 days ago
Matriq Pty seeks a skilled Financial Services Manager to join our team. The ideal candidate will have 2-5 years of experience in sales and service or deal making within the banking sector.
Key Responsibilities:- Deliver customer service through adherence to quality standards.
- Meet sales targets under guidance, performing end-to-end deal origination.
- Complete administrative tasks, reporting, and updating documents for relevant stakeholders.
- Nurture collaborative relationships across areas of specialisation.
The successful candidate will have exceptional judgmental credit acumen, negotiation skills, and ability to communicate with business clients at a high level.
Required Skills and Qualifications:- FAIS Regulatory Exam passed.
- Experience managing a portfolio or similar role.
- Ability to process pre-screens and FACT applications.
- Hunt for new business opportunities.
- Opportunities to network and collaborate.
- A challenging working environment.
- Opportunities to innovate.
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Pretoria, Gauteng, South Africa Personal Touch Financial Services Full timeAdministrative Manager PositionWe are seeking a highly motivated and organized individual to fill the role of Administrative Manager for Financial Services at Personal Touch Financial Services. As a key member of our operations team, you will be responsible for providing exceptional service to clients, ensuring timely communication, and adhering to...
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Financial Services Specialist
6 hours ago
Pretoria, Gauteng, South Africa Numeral Financial Services Group Full timeAt Numeral Financial Services Group, we're committed to unlocking the full potential of our team members. We believe that a diverse and inclusive work environment is essential for driving success. That's why we're looking for a skilled Financial Services Specialist to join our team.This role plays a vital part in our organization, as you'll be responsible...
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Financial Services Specialist
1 day ago
Pretoria, Gauteng, South Africa Personal Touch Financial Services Full timeJob SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Personal Touch Financial Services. As a key member of our operations department, you will be responsible for providing exceptional service to clients, ensuring timely communication, and adhering to established processes and procedures.About the RoleThis is a...
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Financial Wellness Unit Manager
4 weeks ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeJob title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...
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Executive Financial Advisor Professional
6 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAt 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...
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Financial Planning Specialist
6 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAs a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...
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Executive Independent Financial Advisor
6 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full time5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...
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Executive Independent Financial Advisor
9 hours ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full time5 days ago Be among the first 25 applicants. Direct message the job poster from 1. Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable.The responsibilities include:Providing personalized...
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Financial Planning Consultant
6 hours ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full time1.618 Financial Services is seeking a dedicated Financial Planning Consultant to join its advisory team.About the RoleThis consultant will work closely with clients to understand their financial goals and objectives, and provide personalized advice and guidance to help them achieve success.The ideal candidate will have:Extensive knowledge of financial...
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Senior Financial Wellness Consultant
4 weeks ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeJob title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...
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Financial Services Representative
4 days ago
Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full timeBetterSure Financial Consultants is committed to providing excellent client service through its team of dedicated professionals. As a Life Claims Consultant, you will play a critical role in managing life insurance claims and ensuring smooth and empathetic claims resolution.Key Responsibilities:Process and manage life insurance claims efficiently,...
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Independent Wealth Management Expert
6 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeWe are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...
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Senior Financial Advisor
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...
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Independent Wealth Management Professional
6 hours ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeA prestigious financial services company seeks a skilled Independent Wealth Management Professional to lead its advisory team.Job ResponsibilitiesThis senior role involves providing expert guidance to clients on their financial matters, including investment strategies and risk management.The ideal candidate will possess:Exceptional analytical and...
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Senior Financial Analyst
6 hours ago
Pretoria, Gauteng, South Africa Numeral Financial Services Group Full timeAs a senior Financial Analyst - Corporate Accounting, you'll play a critical role in shaping the financial strategy of Numeral Financial Services Group. This involves developing and implementing financial plans, policies, and procedures that drive business growth and profitability.You'll work closely with our leadership team to identify areas of improvement...
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Financial Management Specialist
1 day ago
Pretoria, Gauteng, South Africa Accounting & Financial Advisory Full timeJob DescriptionAbout the Role:We are seeking a highly skilled Chartered Accountant to join our team as a Financial Management Specialist. As a key member of our accounting and financial advisory services, you will be responsible for preparing, maintaining, and reviewing a full set of Consolidated Financial Management Accounts, as well as assisting with the...
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Financial Services Assistant
6 hours ago
Pretoria, Gauteng, South Africa Aim Personnel Services Full timeThe Aim Personnel Services are seeking a Financial Services Assistant to join their team in Roodepoort. This role will focus on managing workflow items, resolving rejections, and collaborating with Financial Advisors and stakeholders.We are looking for a highly organized and detail-oriented individual who can work effectively in a fast-paced environment. The...
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Financial Services Coordinator
7 days ago
Pretoria, Gauteng, South Africa Fidelity Services Group Full timeWe are seeking a highly motivated Financial Services Coordinator to join our team at Fidelity Services Group. As a key member of our operations department, you will be responsible for coordinating financial transactions, verifying and processing deposits, and addressing customer queries. To succeed in this role, you will require excellent communication and...
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Financial Manager
3 days ago
Pretoria, Gauteng, South Africa Umoja Recruitment Services Full timeUmoja Recruitment Services is seeking a Financial Manager to oversee the selection, design, and implementation of a new ERP system that integrates financial data with operational processes.The successful candidate will lead the coordination with IT and cross-functional teams to configure the ERP system, ensuring compatibility with current systems and...
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Personalized Investment Advice Executive
6 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeWe are looking for a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...