8 Capitec Bank jobs in Stellenbosch

Our client, a leading Financial Services Provider specializing in Insurance products, wants to appoint a Chief Financial Officer to oversee the Financial Management of the company. The successful person will also be responsible for the operational management of the company and must have some knowledge of, and experience in the insurance industry and the related products available in the market. A minimum of 3 to 5 years' experience as a Financial Manager in a Financial Services environment is required and qualified CA (SA) persons may apply.

The person will be responsible:

1. to oversee and manage the financial records and reporting of the company.
2. for the operational management, including people management of the company.

1. Must be a qualified CA (SA) with at least 3 to 5 years post articles experience.
2. At least one year experience in the Insurance Industry.
3. Must have a keen interest in IT Systems.
4. Fluent in Afrikaans and English with excellent communication skills.
5. Good leadership skills.
6. Excellent communication skills.

R50 000 to R90 000 per month ctc

• 35 years experience in a Sales Manager or Team Leader role, ideally within collections, financial services, or a fast-paced call centre environment
• Demonstrated success in leading large, high-performing teams within a target-driven framework
• Strong ability to coach, mentor, and resolve conflict , fostering a supportive and accountable team culture
• Highly motivated and results-oriented , with a proven ability to inspire and drive performance
• Exceptional communication, organisational, and time management abilities
• Comfortable working with CRM systems, sales tracking tools , and data-driven performance reporting
• Resilient and positive under pressure , with a hands-on leadership style and the ability to set the standard for others

• Provides hands-on leadership and oversight of both Sales Offices to ensure consistent, high-level sales performance
• Utilizes a data-driven and behavioural (psychoanalytic) approach to sales training, coaching, and performance management
• Responsible for recruiting top talent that aligns with the companys culture, values, and performance expectations
• Sets, monitors, and drives the achievement of sales targets across daily, weekly, monthly, and annual timeframes
• Conducts regular one-on-one sessions and performance reviews to support and guide individual sales team members
• Analyses key sales metrics, with a focus on average deal value, conversion rates , and pipeline health
• Tracks and interprets sales data to uncover trends, performance gaps, and areas for strategic improvement
• Prepares and submits detailed weekly sales and marketing reports , segmented by client categories
• Oversees payroll for the sales team, ensuring accurate and timely compensation
• Calculates individual and team commissions , ensuring transparency, accuracy, and alignment with performance outcomes
• Designs and maintains fair and motivating commission structures that support company goals
• Fosters an environment of autonomy and accountability , ensuring the sales team operates efficiently without micromanagement
• Implements targeted sales strategies to drive revenue growth and optimize team output
• Consistently works to achieve and exceed sales goals , improve average conversion rates, and maintain high levels of team motivation and engagement

The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager.

Key Duties and Responsibilities:

• Manage client questions and queries.
• Attend to all administrative tasks associated with and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
• Remain abreast of pension and trust regulations.
• Appropriately store/input and reference all client documentation within the document management system and administration system.
• Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
• Record all client financial transactions, including investments, transfers, benefit payments, statutory payments, and fee charges.
• Ensure housekeeping, cases, and data capturing is completed accurately in relevant systems, i.e., Salesforce.
• A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
• Experience in administering pension and trust schemes.
• An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
• A logical approach to assessing productivity and implementing solutions.
• Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
• Investigate and prepare a response to complaints.
• Review and respond to billing queries.
• Ability to provide assistance with regulatory reporting.
• Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
• Act as a signatory, once approved, for the business.
• Support, coach, and guide colleagues in the performance of their duties.
• Complete any other duties as and when required to drive business success.
• Attend Management meetings on request or in the absence of the manager.
• Hold regular team meetings.
• Conduct annual appraisals, on request or in the absence of the manager.

• A relevant professional qualification or a willingness to study towards one.
• Working towards and meeting deadlines.
• Excellent organisational skills; prioritising, achieving deadlines, and driving business efficiency.
• Strong interpersonal skills.
• A proven ability to communicate at all levels, both in writing and verbally.
• An aptitude for applying attention to detail in all aspects of the role.
• A willing and flexible attitude to working hours to support team and business needs, as required.

• Relevant post-matric qualification (degree or diploma).
• 3-5 years relevant experience is desired.
• Relevant professional qualification - STEP is preferable.