52 Banking Solutions jobs in South Africa

Financial Services Administrator

Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Johannesburg North (Fourways area), Gauteng

Salary R15,000- R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.

New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.

Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.

Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.

General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

Background: Ideally, you will have experience in financial services, pension or investment administration.

Qualifications: Financial Services-related qualifications are desirable, but not essential.

Skills & Attributes:

Strong organisational skills with the ability to manage multiple tasks.

Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.

Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Job Type: Full-time

Pay: R15, R18,000.00 per month

Experience:

Microsoft Excel: 1 year (Preferred)

Job Type: Full-time

Pay: R15 000,00 - R18 000,00 per month

Location:

• Johannesburg North, Gauteng (Preferred)

Work Location: Hybrid remote in Johannesburg North, Gauteng

We have an exciting role as Financial Services Coordinator to provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.

We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.

Key responsibilities:

• Financial management and budget administration
• Process invoices and payments
• Recon invoices and payments to budget
• Identify income and savings expenses and opportunity
• Report on monthly variance report
• Process accruals and journals
• Ensure timely and accurate reporting of performance metrics and SLA's to management
• Management report input
• Canvasser activities
• Relevant reporting (evaluate regularly)
• Cross check data to confirm accuracy
• Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
• Timeous reporting
• Stock planning and control
• Implement push and pull strategies for Aplus and Gift Cards
• Maintenance of stationery items
• Ensuring compliance of internal and external processes
• Managing NCR renewal and NSO process
• Management of active store list with Credico
• Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
• Manage Communication
• Ensuring alignment in Fin Serv Team with the rest of the business including stores
• Adhoc project management /co-ordination /administration
• Provide support for any projects or initiatives both planned or underway

Qualifications:
Essential:

• Degree or National Diploma in Finance or equivalent.

Preferred
:

• Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.

Experience:
Essential:

• 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.

Preferred
:

• Previous experience in cost management accounting and budgets

SKILLS required:

• Solid level of Numerical ability – analysis and reporting.
• Be able to work independently but remain part of a team.
• Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
• Analysis of financial figures
• Attention to detail and accuracy
• Assertiveness
• Strong problem-solving skills
• Logical – motivated by building practical and sustainable solutions
• Solutions-oriented, can-do attitude, self-motivated
• Ability to prioritise
• Ability to work at appropriate levels of detail across operational, tactical projects.
• Strong relationship skills

Job Related Knowledge:

• Acquainted in the dealing with Financial Institutions and Products
• Knowledge of sales and marketing principles.
• Understanding of the retail environment

We Go Places How about you?
Immediate Superior: Financial Service Manager

Location: Tygervalley, Cape Town

Function: Finance

Sub Function: Accounting & Reporting

Type of Contract: Permanent

Reference Number:

Closing Date: 25/06/2025

Purpose
The Financial Services Compliance & Risk manager is responsible for ensuring financial governance, risk management, and process optimization across both debtors (accounts receivable) and procure-to-pay (accounts payable & procurement) functions. This role ensures compliance with company policies, improves financial controls, and provides analytical insights for decision-making. The role also involves stakeholder engagement, system compliance monitoring, and training to enhance efficiency in financial operations.

Key Responsibilities

• Accounts Receivable & Debtors Management
• Monitor Days Sales Outstanding (DSO) and optimize working capital.
• Assess credit risk and identify opportunities for special credit offerings.
• Analyse customer payment behaviours and provide insights for credit teams.
• Support the order-to-cash (O2C) process, ensuring timely cash collection.
• Review and close old claims and disputes in the debtor's ledger.
• Improve system capabilities in SAP related to debtor management.
• Procure-to-Pay Compliance & Accounts Payable
• Ensure compliance with procurement policies and risk management processes.
• Conduct root cause analysis for non-compliance issues and recommend improvements.
• Monitor audit compliance (internal & external) and address findings.
• Work with stakeholders to ensure timely vendor payments and resolution of payment issues.
• Identify and analyse cost-saving opportunities in procurement.
• Lead system compliance improvements across SAP, Coupa, and other financial tools.
• Process & Systems Optimization
• Continuously analyse financial processes to improve efficiency and automation.
• Lead User Acceptance Testing (UAT) for new financial systems and updates.
• Collaborate with IT and 3rd party vendors to optimize system capabilities.
• Develop proactive data-sharing initiatives to enhance financial transparency.
• Stakeholder Engagement & Compliance Training
• Act as the subject matter expert (SME) for financial compliance across departments.
• Engage with cross-functional teams including commercial, credit, procurement, and finance.
• Develop and deliver training programs on compliance policies and procedures.
• Establish a community of practice for process improvement and knowledge sharing.
• Financial Reporting & Risk Analysis
• Provide insight-driven reports for leadership decision-making.
• Ensure accurate and complete reporting on accounts receivable and accounts payable performance.
• Monitor cash flow trends and recommend process improvements.
• Compile and execute internal control checks (ICC's) on financial transactions.

Education & Experience

• Bachelor's Degree or BTech in Finance, Audit, or Accounting.
• A diploma with strong relevant experience may also be considered.
• Minimum 5 years of relevant experience in credit management, accounts payable, or procure-to-pay compliance within an FMCG environment.
• Hands-on experience in SAP (O2C & P2P), Coupa, Readsoft, and BEST SAP Recon.
• Strong knowledge of financial risk management and internal controls.
• Demonstrated ability to analyse financial data and drive insights.

Skills & Competencies

• Strong financial analysis, reporting and problem-solving skills.
• Excellent knowledge of SAP, procurement, and credit management systems.
• Ability to develop compliance frameworks and drive risk management strategies.
• Excellent communication and stakeholder management skills.
• Proficient in Office 365 (Excel, PowerPoint, Word, Outlook, Teams, Power BI).
• Detail-oriented, with strong organizational and time-management abilities.
• Ability to train and mentor teams in compliance best practices.

Behavioural Competencies

• Delivers Results: Proactively drives compliance, credit risk, and process improvements.
• Innovates & Optimizes: Continuously identifies cost-saving and automation opportunities.
• Collaborates & Influences: Engages effectively with finance, procurement, and commercial teams.
• Develops & Coaches: Shares knowledge and best practices across teams.

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. Heineken Beverages (South Africa) (Pty) Ltd) is committed to an organisational culture that recognises, appreciates and values inclusion and diversity. You must be fully eligible to live and work in South Africa to apply.

The Opportunity
We are currently seeking to recruit a part time Financial Services Officer Financial Services team based at New Craigs, Inverness. The postholder will work two consecutive days, Thursdays and Fridays.

This post provides vital support to the Financial Services Support Team Leader by undertaking a variety of tasks. The successful applicant will be responsible for ensuring allocation of all income and expenditure received and record on our patient monies system Trojan.

The post holder will also action payments on Bankline to clients' personal accounts and recording within the relevant systems. In this role it is critical to have good communication skills as you will be dealing with patients, staff, and community based clients, and also support workers face to face.

There could also be a requirement to move between functions periodically.

What We Would Want From You

• Candidates must have excellent organisation skills,
• Good communication skills both written and oral,
• Attention to detail,
• Previous experience of working in an office environment,
• Working knowledge of the Microsoft Office Suite of software is required, along with the ability to carry out finance tasks using accounting software,
• Ability to learn new systems,
• Ability to work as part of a team,
• Able to communicate effectively with all levels of staff.

Benefits We Offer You

• Generous NHS pension scheme
• Annual incremental salary progression (up to the maximum of the salary band) plus annual NHS salary scale review
• Generous annual leave entitlement
• NHS discounts and much more

Next Steps
Our recruitment process for this post is online, except for the interview stage, which will be in-person.

For more information please contact Donald MacKenzie; tel: ; email:
This role does not meet the eligibility criteria for a or a NHS Highland is unable to provide candidates with a Certificate of Sponsorship (CoS).
NHS Scotland is committed to encouraging equality and diversity among our workforce and eliminating unlawful discrimination. The aim is for our workforce to be truly representative and for each employee to feel respected and able to give their best. To this end, NHS Scotland welcomes applications from all sections of society.

Additional Information For Candidates

• You should apply for this post by completing the application process on Jobtrain.
• DO NOT upload a CV as this will not be used for short listing purposes
• Posts close at midnight on the indicated date
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NHS Highland is geographically the largest of the 14 regional boards of NHS Scotland, covering an area of 12,500 square miles, across Highland and Argyll & Bute.

As a board we strive to ensure the environment is conducive to nurturing a positive culture, supported and delivered through

Join the Octogen Family as a Financial Services Sales Consultant

Why Join Us?

At Octogen, we're on a mission to empower our clients to achieve financial well-being. As a Financial Services Sales Consultant, you'll be the essential link connecting clients to the solutions they need to break free from debt and breath again with Octogen.

What's Your Role?

You'll be building strong relationships with partners and clients, using your charm to turn leads into opportunities through phone calls and face-to-face interactions. Your goal? To introduce our top-notch solutions that pave the way to financial freedom and guide our qualifying clients through the Debt Review application process, connecting them with our expert Debt Counsellors.

What Do You Need to Shine?

• Education: A Matric/Grade 12 qualification is a must; a post-matric business-related qualification is an added advantage.
• Tech Skills: You should be comfortable with MS Office and Outlook.
• Sales Experience: Bring along at least 2 years of experience in sales or a call centre environment.
• Debt Review Knowledge: Familiarity and experience with the debt review process.

Ready to Make a Difference?

If you're passionate about helping others and ready to take your career to the next level while writing your own monthly paycheck, we want to hear from you

Job Types: Full-time, Permanent

Pay: From R4 500,00 per month

Education:

• High School (matric) (Required)

Experience:

• Sales: 2 years (Required)
• Debt Review: 1 year (Required)

Location:

• Bloemfontein, Free State (Preferred)

Work Location: In person

Our core values - Respect, Integrity, Service, and Excellence - define our daily work environment, shaping our commitment to delivering exceptional service.

As part of our team, you'll drive efficiencies, reduce costs, and exceed stakeholder expectation. If you are driven by passion and possess the ambition to excel within the
Legal landscape
then, this opportunity is tailored for you.

The Legal Counsel: Membership Services & Digital Services
is responsible for supporting the delivery of legal services across the Membership and Services, Digital Payments, and Financial Services portfolios, aligned with the Group Legal Strategy. The role is also required to drive legal enablement for innovation, mitigate legal risk, and embed legal compliance into business execution, while collaborating across the Growth, Product, Technology, Private Label and Intellectual Property (IP) teams.

If you meet the criteria and are ready to embark on this rewarding journey within
Legal
, apply now to be a part of our dynamic team.

Requirements:

Minimum Academic, Professional Qualifications and Experience required for this position

Qualifications:

• Bachelor of Commerce (BCom) / Bachelor of Arts (BA) (LLB) or LLB degree.
• Preferably admitted Attorney or Advocate.

Experience:

• 6+ years of post-qualification experience in a dynamic legal environment, with a focus commercial law, with a foundational understanding of financial services law, digital payments, and/or consumer/membership services law (e.g., National Credit Act, Consumer Protection Act, POPIA).
• Proven ability to draft and review a wide range of commercial agreements.
• Working knowledge of intellectual property laws, technology laws, ecommerce and marketplace laws, advertising and media laws, consumer protection advantageous.

Competencies and Skills

Core Competencies

• Ability to draft clear, concise, and legally sound contracts, opinions, and internal communications, and review existing agreements for accuracy and compliance.
• Proficient in conducting thorough legal research using various databases and effectively analyzing legal issues to provide informed support.
• Capacity to identify and resolve routine legal issues efficiently, and to identify and escalate more complex issues to the Senior Manager.
• Excellent ability to manage workload effectively, prioritize multiple tasks, and meet deadlines.
• Strong drive to complete tasks effectively and efficiently, contributing directly to the team's output.
• Resilient and capable of performing well in a demanding environment.
• Works effectively within the legal team and with business stakeholders, supporting shared goals.
• Unwavering commitment to ethical principles, confidentiality, and professionalism.
• Eagerness to learn new legal areas, business operations, and adapt to evolving regulatory landscapes.
• Clear, concise, and professional communication for legal documents, emails, and internal discussions.
• Ability to actively listen and accurately understand instructions and business needs.
• Takes ownership of assigned tasks and delivers on commitments.
• Focuses on delivering legal services that meet the specific needs of internal business partners.

"Employment Equity Policy Requirements may be applicable"

At Massmart, we are committed to fostering a workplace culture where everyone feels valued, respected, and a true sense of belonging. We believe that every employee deserves a safe environment—free from discrimination, harassment, and inappropriate behaviour—where they can thrive and perform at their best.

Our policies promote equal opportunity and a culture of accountability. If you ever feel unsafe or witness behaviours that do not align with Massmart's values, we encourage you to speak up.

Email:

Phone:

Your voice matters, and we are here to support you

*Note: Applications will be reviewed promptly. If you do not receive a response within 14 days, consider your application unsuccessful.*

Thank you for your interest in Massmart Powered by Walmart

Mukuru is one of the fastest-growing fintechs in Southern Africa, operating across SADC and Europe, and backed by the largest Africa-focused US private equity fund. Our mission? To make financial services simple, safe, and accessible through smart, innovative technologies.

We're on the lookout for a dynamic
Product Owner
who thrives in fast-paced environments and loves the challenge of turning big ideas into customer-driven solutions. This role gives you the chance to shape and drive strategy for our
Loans Product
— a multi-country, multi-platform solution at the heart of our Financial Services offering. You'll report directly to the Head of Product Domain: Financial Services.

What You'll Do

• Own the product roadmap and lead innovation within the Financial Services domain.
• Collaborate with brilliant cross-functional teams to design scalable, user-friendly solutions.
• Translate business needs into powerful product features that deliver seamless customer journeys.
• Keep your finger on the pulse of fintech trends, compliance, and emerging technologies.
• Prioritise and refine the product backlog to maximise ROI.
• Work hand-in-hand with Scrum teams to drive delivery, create sprint goals, and unblock challenges.
• Champion communication around product features and releases, ensuring stakeholders are always in the loop.

What You'll Bring

• A relevant tertiary qualification (Information Systems a plus).
• 3–5 years of Product Owner or Business Analyst experience (Agile/Scrum essential).
• Proven track record in custom mobile app development.
• Knowledge of financial services, compliance (KYC, Foreign Exchange), and customer onboarding is a big advantage.
• Sharp analytical thinking, clear communication, and strong negotiation skills.
• The ability to juggle priorities, spot opportunities, and keep a laser focus on customer needs.

I am sure you are reading this job description and meet majority of the criteria BUT you may also still not be 100% comfortable in applying. We believe that there is a place for everyone under the Mukuru sun and we want YOU to contribute to our diverse tapestry of talent. So come on, take a leap of faith, and send your application if you meet majority of our requirements. Remember to include a snippet of how you will bring value and help us build a future of success that will help us determine where and how you may best be suited" Maybe you are just the future Mukurian we need
Should you be appointed in a remote/work from home role at Mukuru, it is your responsibility to ensure that you have uninterrupted internet connectivity and a 'work-like' environment at your home location, in order to deliver your best in terms of performance, productivity and service to our customers.
If you do not receive any response after two weeks, please consider your application unsuccessful.
NB: ALL STAFF APPOINTMENTS WILL BE MADE WITH DUE CONSIDERATION OF THE COMPANY'S DIVERSITY AND INCLUSION PLANS

Quantium is a world leader in data science and artificial intelligence. Established in Australia in 2002, we are a global team of more than 1,100 people across 14 locations with a unique blend of capabilities across product and consulting services to help businesses unlock value from data, analytics and AI. Quantium partners with the world's largest corporations to forge a better, more intelligent world.

About the role

The Executive Manager, Financial Services is a critical leadership position responsible for driving growth and operational excellence for our South African Financial Services team. This role is vital for maintaining strategic momentum with our flagship banking partnerships, driving client expansion, and identifying new opportunities across the broader financial services sector.

You will lead the delivery of data science products and solutions for leading financial institutions, translating business challenges into transformative data science and AI use case that have impact. This role requires deep financial services domain expertise (banking, insurance etc), strategic consulting experience, commercial acumen, and the ability to build and maintain enterprise-scale client relationships whilst developing high-performing data science and consulting teams.

How will you make an impact?

• Strategic leadership: Lead and execute the strategic direction for Quantium's financial services practice in South Africa, ensuring sustainable growth and market expansion
• Client excellence: Oversee end-to-end delivery of analytical solutions, ensuring exceptional client outcomes through advanced analytics and AI applications
• Commercial growth: Lead proposal development, commercial negotiations, and accountability for multi-million rand client relationships with clear ROI demonstration
• Team development: Build and mentor high-performing data science and consulting teams and foster strong local office culture
• Market presence: Establish Quantium as the leading AI partner through thought leadership, innovation, and strategic network development

The superpowers you'll be bringing to the team:

• Deep expertise: 10+ years of consulting/analytics expertise with proven track record in the financial services sector
• Strategic acumen: Demonstrated success in managing significant client relationships, proposal development, and commercial negotiations at enterprise scale
• Technical literacy: Strong understanding of modern data platforms, AI applications, and analytics solutions with ability to translate technical solutions into business value
• Leadership excellence: History of building and mentoring high-performing cross-functional teams with excellent communication skills across all organisational levels
• Commercial mindset: Track record of identifying and converting strategic opportunities whilst delivering measurable ROI for clients
• Educational foundation: Degree in Commerce, Economics, Mathematics, Statistics, or related discipline

Remember – you might not tick all the boxes, but don't let that stop you from applying. We're more interested in your ability to solve problems, think big and make an impact.

What could your Quantium experience look like?

Working at Quantium will allow you to challenge your imagination. You will get to solve complex problems using rigour, precision and by asking great questions – but it also means you can think big, outside the box and push your problem-solving skills to the max.

By Joining the team, you'll get to:

• Forge your path: So many of our team have moved around different teams or offices. You'll be in the driver's seat, and we empower you to make your career your own.
• Find your kind: Embrace diversity and connect with your tribe (think foodies, dog lovers, readers, or runners).
• Make an impact: Leave your mark. Your contributions resonate, regardless of your role or rank.

If you're ready to drive transformative change in South African financial services through the power of data and AI, we'd love to hear from you. Apply today.

Quantium's recruitment process involves the collection and use of personal information. Please click on the link "Privacy" for Quantium's Collection Notice. This provides information on how we collect, use & store your personal information, including potential disclosure to our majority shareholder, Woolworths Group Limited.

Job specification
Job title/position: Manager
Financial Services – Credit Audit Manager

Number Of Positions
1

Function And Business Unit
Financial Services Audit

Description Of The Role And Purpose Of The Job
The Financial Services Audit division provides audit services to the largest banking clients in South Africa. We have created the credit risk group which requires audit managers to work primarily on the corporate and retail credit aspects of banking audits, specifically the determination of expected credit losses (ECL). This requires extensive knowledge and experience with IFRS 9 concepts in relation to banks and to work closely with credit model quants to determine and respond to audit risks as well as provide advisory services to non-audit clients. The credit risk group has been established to invest heavily in the development and training of individuals as well as streamline the credit audit approach globally.

Key Responsibilities
Credit managers are required:

• To guide, project manage and oversee the credit (ECL) audits of banks.
• To understand key technical concepts in relation credit modelling and the application of IFRS 9.
• To develop training material and administer training in Sub-Saharan Africa.
• To work with other global member firms in understanding common credit risk areas and streamlining the audit approach.
• To work closely with the quant credit modelling team in both audits and advisory work to link technical concepts with financial statement and audit requirements.
• Provide technical, audit operational, and audit quality leadership.
• Have a growth mindset to establish the credit risk group and expand service offerings.
• To interact with audit committee members, credit risk officers and other senior management personnel and build credible relationships.

Skills And Attributes Required For The Role

• Deep understanding of credit risk, IFRS 9 and banking concepts
• A general understanding of credit modelling and approaches
• Exposure to financial services IT environment
• Strong leader
• Team player
• Ability to work under pressure
• Good communication (verbal and written) and interpersonal skills
• Audit documentation software knowledge (eAudIT and Clara knowledge)
• Up to date with accounting, auditing standards and global best practice templates
• Enthusiasm, individual initiative and self-drive

Minimum requirements to apply for the role (including qualifications and experience):

• CA (SA) or equivalent qualification and has at least 3 years' experience since completion of training contract.
• Experience in audits or advisory work over ECL.