130 Banking Sector jobs in South Africa

Senior Solutions Architect – Financial Services & Banking Industry – Senior Manager

• Full-time

At Deloitte, our Purpose is to make an impact that matters for our clients, our people, and society. This is the lens for which our global strategy is set. It unites Deloitte professionals across geographies, businesses, and skills. It makes us better at what we do and how we do it. It enables us to deliver on our promises to stakeholders, while creating the lasting impact we seek.

Harnessing the talent of 450,000+ people located across more than 150 countries and territories, our size and scale puts us in a unique position to help change the world for the better—by bringing together the services we provide, the societal investments we make, and the collaborations we advance through our ecosystems.

Deloitte offers career opportunities across Audit & Assurance (A&A), Tax & Legal (T&L) and our Consulting services business, which is made up of Strategy, Risk & Transactions Advisory (SR&T) and Technology & Transformation (T&T).

Deloitte’s Africa Consulting Services has always been about helping our clients, and our people move forward. It’s important that we do the same for our business: celebrating how far we’ve come, and always preparing to take our next, big steps towards a global future. We’re moving and evolving on our journey to be an undisputed leader in consulting, globally and in all major markets. Together, we will achieve our aspirations through relentless focus on our Shared Strategic Agenda. The Global Consulting Platform is working globally across our practices and borders – giving our business, clients and people the global experience that’s essential in today’s world.

About our practice

Deloitte is an industry leader in our clients’ digital transformations. We recognize that the backbone enabling our clients’ highest business aspirations are enabled by modernised next-Gen technology and data platforms, accelerated by the cloud and Fintech ecosystem. From strategy, solution design, implementation, and ongoing managed services we offer a full scope of transformative Financial Services Solutions. We want talent who is ready to innovate and empower our clients to leap-frog in their technical capabilities. Building your career at Deloitte offers the opportunity to work with cutting-edge and next-Gen platforms and solutions. We embrace the technology pioneering mindset and always enable our talent to keep their skills evolving at the speed at which the technology marketplace is evolving.

We are looking for a seasoned Financial Services Solution Architects and Engineers to join our team. If you are a seasoned solutions architect, technology strategist, architect, and technology delivery leader, with a passion for innovation, a knack for building and growing successful businesses, and the ability to lead and grow high-performing teams, we want to hear from you!

Role overview

As a Senior Solution Architect, you will be at the forefront of revolutionising our top Financial Services’ clients through cutting-edge technology, cloud and data-driven modernisation. You will have the opportunity to work collaboratively with the best of our Strategy, Engineering, AI & Data, and Delivery Management teams, to imagine, architect, shape and deliver large scale tech transformation initiatives, using your technical expertise with strong industry, communication, and leadership skills, to design effective solutions that meet business requirements.

• Deep financial services industry, solution architecture, design and solution engineering, across retail and/or commercial domains, that include platform, cloud, data and/or AI driven banking modernisation
• Leading complex enterprise and solutions architecture, design and implementation initiatives in financial services, leveraging leading edge platforms, architectural design patterns, platforms and/or Fintech, challenging conventional thinking and deliver on business objectives
• Visioning, shaping, structuring and delivery of large-scale tech and data transformation programs / projects, as part of integrated transformation initiatives
• Experience in defining and tailoring a fit for purpose implementation approach, leveraging the best of Agile and traditional delivery practices
• Business and technology acumen, experienced with industry and domain specific leading practices, innovation and modernisation in:
  • Core Banking and/or platform modernisation, leveraging cloud / hybrid cloud architecture patterns
  • Cloud strategy, modernisation and/or migration, with specific experience in FSI Cloud modernisation ecosystem and value cases
  • Customer experience modernisation and/or transformation
  • Enterprise integration and orchestration
  • The financial markets and payments ecosystem
• Familiarity with and experience in solution engineering, DevOps and/or DataOps
• Bachelor’s Degree in Computer Science, Information Systems, or other related technical / professional qualifications
• 7 - 10 years of experience in planning, architecting, and implementing complex financial services modernisation initiatives
• 3 - 5 years of experience in a client facing advisory, delivery and business development roles
• Must have previous experience as a Lead Solution Architect at an enterprise level
• Proven track record in technology, cloud and data driven modernisation, including architecture, design and implementation

Technical mastery

• Complex solutions architecture and solution engineering, and delivery experience, leveraging complex Cloud / Hybrid Cloud architectural patterns
• Deep systems integration and orchestration experience, for traditional batch and/or real-time event-driven architecture patterns.
• Proficiency in Cloud Networking, Authentication & Authorization
• Data architecture experience (Big Data, AI and GenAI, Analytics, ETL/ELT etc.)
• Experience in Serverless Architecture & Monolithic Application Decoupling
• Security architecture, Security by Design Principles
• Infrastructure as Code (IaC) deployments
• Understanding Cloud Native Services vs SaaS and Traditional and/or Third-Party services
• Proficiency in industry, domain and/or technology relevant training and certifications

Delivering large-scale tech and data driven transformation initiatives

• Design and implementation of innovative propositions leveraging leading edge platforms, architectural design patterns, platforms and/or Fintech
• Ability to lead clients through large-scale architectural transformation, systems design and implementation, converting innovative ideas into tangible solutions that fit their business objectives
• Servant leader, responsible for creating predictability in delivery execution in a complex environment and leading the team to delivery
• Tailoring complex solution architectures, defining the architecture transformation strategy, approach, roadmap, integrated flight plans and delivery backlogs
• Establishing and leading a diverse team of technical SMEs to deliver the client outcomes
• Plan, budget, forecast and control the financial aspects of solutions architecture and/or solutions engineering delivery
• Team leadership, coaching and mentoring, proactively identifying and anticipating issues determining appropriate mitigation activities
• Managing issues, facilitation of the resolution of delivery blockers and escalations
• Team performance management, delivery leadership, tracking, reporting, communication and continuous improvement

Executive presence, with deep industry expertise

• Able to lead and facilitate executive business and technical stakeholder engagement
• Excellent verbal and written communication skills
• Ability to develop & grow technical teams
• Objective oriented with strong client delivery focus
• Sound problem solving ability

At Deloitte, we want everyone to feel they can be themselves and to thrive at work—in every country, in everything we do, every day.We aim to create a workplace where everyone is treated fairly and with respect, including reasonable accommodation for persons with disabilities. We seek to create and leverage our diverse workforce to build an inclusive environment across the African continent.

Note: The list of tasks / duties and responsibilities contained in this document is not necessarily exhaustive. Deloitte may ask the employee to carry out additional duties or responsibilities, which may fall reasonably within the ambit of the role profile, depending on operational requirements.

Be careful of Recruitment Scams: Fraudsters or employment scammers often pose as legitimate recruiters, employers, recruitment consultants or job placement firms, advertising false job opportunities through email, text messages and WhatsApp messages. They aim to cheat jobseekers out of money or to steal personal information.

To help you look out for potential recruitment scams, here are some Red Flags:

• Upfront Payment Requests : Deloitte will never ask for any upfront payment for background checks, job training, or supplies.
• Requests for Personal Information : Be wary if you are asked for sensitive personal information, especially early in the recruitment process and without a clear need for it. Fraudulent links or contractual documents may require the provision of sensitive personal data or copy documents (e.g., government issued numbers or identity documents, passports or passport numbers, bank account statements or numbers, parent’s data) that may be used for identity fraud. Do not provide or send any of these documents or data. Please note we will never ask for photographs at any stage of the recruitment process.
• Unprofessional Communication : Scammers may communicate in an unprofessional manner. Their messages may be filled with poor grammar and spelling errors. The look and feel may not be consistent with the Deloitte corporate brand.

If you're unsure, make direct contact with Deloitte using our official contact details. Be careful not to use any contact details provided in the suspicious job advertisement or email.

Job Location

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Introduction

BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse leaders in their respective industries and representatives across all business sectors.

Excellent opportunity for a highly experienced SENIOR FINANCIAL MANAGER, IFRS experience is essential - this role is within the Insurance.

Duties & Responsibilities

Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision making. Aiding business in structuring new commercial deals taking into account optimal TIH profit requirements whilst satisfying new partner relationships and expectations. Post project implementation tracking/reporting. Raise post project flags with relevant stakeholders and assist with implementation of corrective action measures within the agreed SLA. Manage the project review process; accurate and relevant information and recommendations provided to stakeholders to enable progress evaluation and agreement of change. Act as a custodian of existing STI business cases financial modeling to evaluate ability/feasibility using applicable financial management tools i.e., NPV, IRR etc., and provide recommendations to senior management. Lead ad-hoc analytical/modelling work to provide insights into critical decision factors. Timely hand-over of new business reports.

Financial Management and Control

Manage a significant portion of the organisation's financial management and/or control processes including strategic investment areas. Management of the legal entities within the organisation's compliance with International Financial Reporting Standards (IFRS) and other regulatory requirements such as the Companies Act and identifies areas of improvement. Management of team to ensure that each legal entity’s financial records are accurate and up-to-date and that all financial transactions are correctly recorded and documented. Detailed review of monthly, quarterly and annual financial statements to ensure compliance with International Financial Reporting Standards (IFRS).

Management and submission of quarterly and annual returns to ensure regulatory compliance with the Prudential Authority (PA) and other regulatory bodies. Management and submission of organisational entity budgets used for capital forecasting and group capital management.

Financial Policies, Guidelines, and Protocols

Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice. Lead and co-ordinate the development and delivery of financial policies, guidelines, and protocols in own area of specialisation to ensure the company complies with regulations and good financial practice. Keep abreast of international reporting standards and all regulatory and legal frameworks. Ensure that all finance practices align to the regulatory and legal frameworks.

Leadership and Direction

Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.

Performance Management

Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives. Advise on corrective action measures where necessary to ensure the achievement of annual business objectives. Responsible for all aspects of staff resourcing, succession planning, management and development ensuring the right people are in place to support service delivery, achieving the goals of the finance function.

Audit

Develop and/or deliver a plan for significant aspects of audit control with guidance from senior colleagues. End to end management of the organisation's external audit process, includes items such as; planning and overseeing audit strategy and timelines; communication with external auditors on significant changes within the business, and/or development of accounting policies; managing sign-off of technical position papers; managing collaboration of finance, audit, and business team to ensure audit internal and external deliverables are met; management of response to audit findings, to ensure only relevant items are reported, and that all reported items are adequately addressed subsequently; and management of finance component/contribution in relation to internal audit process.

Insights and Reporting

Set and lead execution of the data and analytics reporting plan, creating strategies and templates to report data in a meaningful way. Create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders. Provide STI level FP&A insights. Assist the head of FP&A in updating reports with the latest results and variances; forming supporting commentary; and meeting corporate deadlines. Work closely with the Finance Operations and Systems team to build and enhance current processes and tools to facilitate the right level of management reporting/KPI reporting in the group to senior leadership. Provide high quality ad-hoc analysis as required. Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identify and interpreting complex patterns and trends, and translate those insights into user specific format to enable actionable recommendations and aid decision making.

Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans. Provide authoritative specialist guidance to the relevant business unit or regional level to enable the implementation of policies, projects, and change initiatives. Advise and liaise with business regarding accounting best practice for new and existing business projects to ensure operational efficiencies and relevant financial and regulatory compliance.

Budgeting

Develop and/or deliver budget plans in collaboration with the relevant stakeholders. Work with the relevant stakeholders on budgeting and financial forecasting related to area of functioning.

Data Collection and Analysis

Make authoritative recommendations based on expertise that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature.

Plan and deliver financial systems changes and manage the team on a day-to-day basis to meet project timelines and quality and budget requirements. Engage with finance users to identify requirements and work with the team to design solutions. Ensure user and financial templates are maintained and compliant with accounting and/or other developments within the industry. Management of Financial Information Systems to ensure optimal use for all reporting purposes.

Personal and Team Capability Building

Function as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities and any performance gaps identified.

Information and Business Advice

Provide authoritative specialist advice to the leadership team of a business vertical or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.

Desired Experience & Qualification General Education

EXPERIENCE

General Experience

8 or more years' experience as a Senior Management Accountant (Essential);

3 or more years' experience and exposure to business operations (Essential);

5 years post articles outside of an audit environment (Essential);

Financial Insurance Experience (Advantageous); Experience in Financial Services environment (Advantageous).

Managerial Experience

5 or more years' management experience (Essential)

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Introduction BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse leaders in their respective industries and representatives across all business sectors. Excellent opportunity for a highly experienced SENIOR FINANCIAL MANAGER, IFRS experience is essential - this role is within the Insurance. Duties & Responsibilities Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision making. Aiding business in structuring new commercial deals taking into account optimal TIH profit requirements whilst satisfying new partner relationships and expectations. Post project implementation tracking/reporting. Raise post project flags with relevant stakeholders and assist with implementation of corrective action measures within the agreed SLA. Manage the project review process; accurate and relevant information and recommendations provided to stakeholders to enable progress evaluation and agreement of change. Act as a custodian of existing STI business cases financial modeling to evaluate ability/feasibility using applicable financial management tools i.e., NPV, IRR etc., and provide recommendations to senior management. Lead ad-hoc analytical/modelling work to provide insights into critical decision factors. Timely hand-over of new business reports. Financial Management and Control Manage a significant portion of the organisation's financial management and/or control processes including strategic investment areas. Management of the legal entities within the organisation's compliance with International Financial Reporting Standards (IFRS) and other regulatory requirements such as the Companies Act and identifies areas of improvement. Management of team to ensure that each legal entity’s financial records are accurate and up-to-date and that all financial transactions are correctly recorded and documented. Detailed review of monthly, quarterly and annual financial statements to ensure compliance with International Financial Reporting Standards (IFRS). Management and submission of quarterly and annual returns to ensure regulatory compliance with the Prudential Authority (PA) and other regulatory bodies. Management and submission of organisational entity budgets used for capital forecasting and group capital management. Financial Policies, Guidelines, and Protocols Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice. Lead and co-ordinate the development and delivery of financial policies, guidelines, and protocols in own area of specialisation to ensure the company complies with regulations and good financial practice. Keep abreast of international reporting standards and all regulatory and legal frameworks. Ensure that all finance practices align to the regulatory and legal frameworks. Leadership and Direction Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organisation's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals. Performance Management Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives. Advise on corrective action measures where necessary to ensure the achievement of annual business objectives. Responsible for all aspects of staff resourcing, succession planning, management and development ensuring the right people are in place to support service delivery, achieving the goals of the finance function. Audit Develop and/or deliver a plan for significant aspects of audit control with guidance from senior colleagues. End to end management of the organisation's external audit process, includes items such as; planning and overseeing audit strategy and timelines; communication with external auditors on significant changes within the business, and/or development of accounting policies; managing sign-off of technical position papers; managing collaboration of finance, audit, and business team to ensure audit internal and external deliverables are met; management of response to audit findings, to ensure only relevant items are reported, and that all reported items are adequately addressed subsequently; and management of finance component/contribution in relation to internal audit process. Insights and Reporting Set and lead execution of the data and analytics reporting plan, creating strategies and templates to report data in a meaningful way. Create, present, and communicate high-impact data and analytics insights and recommendations to critical internal and external stakeholders. Provide STI level FP&A insights. Assist the head of FP&A in updating reports with the latest results and variances; forming supporting commentary; and meeting corporate deadlines. Work closely with the Finance Operations and Systems team to build and enhance current processes and tools to facilitate the right level of management reporting/KPI reporting in the group to senior leadership. Provide high quality ad-hoc analysis as required. Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identify and interpreting complex patterns and trends, and translate those insights into user specific format to enable actionable recommendations and aid decision making. Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and managing the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans. Provide authoritative specialist guidance to the relevant business unit or regional level to enable the implementation of policies, projects, and change initiatives. Advise and liaise with business regarding accounting best practice for new and existing business projects to ensure operational efficiencies and relevant financial and regulatory compliance. Budgeting Develop and/or deliver budget plans in collaboration with the relevant stakeholders. Work with the relevant stakeholders on budgeting and financial forecasting related to area of functioning. Data Collection and Analysis Make authoritative recommendations based on expertise that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Plan and deliver financial systems changes and manage the team on a day-to-day basis to meet project timelines and quality and budget requirements. Engage with finance users to identify requirements and work with the team to design solutions. Ensure user and financial templates are maintained and compliant with accounting and/or other developments within the industry. Management of Financial Information Systems to ensure optimal use for all reporting purposes. Personal and Team Capability Building Function as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media. Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities and any performance gaps identified. Information and Business Advice Provide authoritative specialist advice to the leadership team of a business vertical or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives. Desired Experience & Qualification General Education EXPERIENCE General Experience 8 or more years' experience as a Senior Management Accountant (Essential); 3 or more years' experience and exposure to business operations (Essential); 5 years post articles outside of an audit environment (Essential); Financial Insurance Experience (Advantageous); Experience in Financial Services environment (Advantageous). Managerial Experience 5 or more years' management experience (Essential) #J-18808-Ljbffr

Senior Financial Accountant

Are you an experienced Senior Financial Accountant looking for a new challenge?

We are looking for an experienced Senior Financial Accountant to join our client's team and work on different client's portfolios. You will be responsible for providing financial advice and guidance, preparing financial statements, and monitoring and reconciling accounts.

Desired Experience & Qualification

1. A minimum of 5 years of experience in accounting
2. A degree in Accounting or Finance
3. Strong knowledge of financial regulations and reporting requirements
4. Experience in the public sector
5. Excellent communication and problem-solving skills
6. The ability to work independently and as part of a team

Package & Remuneration

R360 000 CTC - R500 000 CTC per annum based on experience and qualifications

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Overview

LevelUP HCS City of Cape Town, Western Cape, South Africa. We are seeking a highly motivated and results-oriented Financial Services Recruiter to join our growing team. In this role, you will play a critical role in identifying, attracting, and recruiting top finance talent to service our clients based in North America.

Responsibilities

• Partner with hiring managers to understand specific needs and develop targeted recruitment strategies for open engineering positions.
• Utilize a variety of sourcing techniques to identify qualified candidates, including online job boards, professional networks, social media platforms, and industry events.
• Screen resumes and conduct phone interviews to assess candidate skills, experience, and cultural fit.
• Manage the interview process, scheduling interviews with hiring managers and coordinating logistics.
• Negotiate offers and compensation packages to attract top talent.
• Build and maintain a strong talent pipeline for future engineering needs.
• Stay up-to-date on the latest engineering trends and technologies.
• Maintain strong relationships with hiring managers and keep them informed throughout the recruitment process.

Knowledge & Skills

• Knowledge and extensive past use of a server-based applicant tracking system.
• Excellent prioritization, writing, and oral communication skills are required.
• Ability to develop business cases and service requirements, while creating and managing strategic alliances.
• Ability to handle sensitive and confidential information appropriately.
• Strong work ethic, communication, and client orientation skills.
• Must have the ability to quickly learn systems, processes, and procedures.
• Must be able to quickly assimilate technical information and build solutions to the optimal balance of meeting business needs, beating competitors, and operating within financial resource constraints.
• Ability to effectively work in a fast-paced, detail-oriented, and deadline-focused environment.
• Advanced knowledge using Microsoft Excel, Word, and PowerPoint.
• Must be Internet and Social Media savvy, specifically with websites such as LinkedIn, Facebook, and Twitter.

Education & Work Experience

• Experience managing the full recruitment lifecycle, either as an Agency Recruiter or Onsite.
• Prior experience recruiting within investment banking or financial services is essential.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Human Resources and Finance

Industries

• Financial Services and Human Resources Services

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SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive

Accountant (Financial Services)

Recruiter:

Network Recruitment

Job Ref:

NFR /Angie

Date posted:

Friday, June 27, 2025

Location:

Johannesburg, South Africa

SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.

POSITION INFO:

Key Responsibilities:

• Prepare monthly management accounts and financial statements
• Handle VAT, PAYE, and other statutory submissions
• Prepare and submit corporate income tax returns (ITR14)
• Assist with tax planning and ensure compliance with current tax legislation
• Maintain accurate general ledger accounts and perform reconciliations
• Prepare audit packs and liaise with external Auditors during audits
• Support budgeting, forecasting, and cash flow reporting
• Assist with SARS correspondence and tax queries
• Ensure that all financial and tax records are maintained in compliance with the relevant regulations
• Provide support on ad hoc finance and tax projects as needed
  
  

Requirements:

• BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
• Minimum 3–5 years accounting experience with a strong focus on tax
• Solid knowledge of South African tax laws and regulations
• Experience preparing and submitting SARS tax returns
• Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
• Strong Excel skills and high attention to detail
• Deadline-driven, with good problem-solving skills and initiative
  
  

Bonus Points For:

• Experience with trusts or group structures
• Working knowledge of eFiling and related SARS platforms
• Exposure to IFRS or IFRS for SMEs
  
  

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information, contact:

Angelique Jardim

Specialist Recruitment Consultant

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Accounting/Auditing and Finance
• Industries Advertising Services

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Role: Expat Financial Services Consultant
Location: Hermanus, Overberg, Western Cape
Salary: TBC

What Youll Do:

• Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
• Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
• Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
• Collaborate closely with internal teams to ensure seamless service delivery.
• Maintain accurate client records via CRM tools (Salesforce or similar).

What You Bring:

• Tertiary qualification in Finance, Commerce, Sales or related field
• Strong knowledge of South African tax law, exchange control regulations, and expat financial needs.
• RE5 / RE1 certification
• 2+ years experience in financial services, sales, or expat support preferred.
• Empathy, professionalism, active listening, and a consultative sales mindset.
• Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.

Whether you're ready to advise or support as an intermediary, this is a chance to make a real impact in the lives of expats while growing your career in a values-driven environment.

Overview:

The purpose of this position is to tend to the administration of the financial planning services the business provides.  

Minimum Requirements:

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Proficient in Microsoft Word and Office and other related software
• Excellent telephone etiquette
• Previous experience in the Financial Services industry (advantageous)
• RE5 certificate (advantageous)

Responsibilities:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Timeously tend to all client queries
• Making and answering phone calls.
• Be courteous with all clients and develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.

Competencies:

• Must show good initiative and be willing to do necessary research for better understanding where necessary
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Become knowledgeable about the financial assets and products that our clients utilise

Overview: The purpose of this position is to tend to the administration of the financial planning services the business provides.   Minimum Requirements: Senior Certificate - High School Matric (Grade 12) Valid SA Driver’s License Own Reliable Vehicle (essential) Proficient in Microsoft Word and Office and other related software Excellent telephone etiquette Previous experience in the Financial Services industry (advantageous) RE5 certificate (advantageous) Responsibilities: Responsible for the implementation of financial plans which will involve managing the