681 Client Advisor jobs in South Africa

Description

To deliver exceptional experience and education to Private Clients / Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.

Private Clients Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Goal : Improve the lives of customers through simple, effective solutions that meet their needs.

Are you someone who can :

• Deliver exceptional experience and education to Private Clients on basic wealth creation and accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business by effectively managing the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You will be an ideal candidate if you :

• Hold a relevant NQF level 7 FSCA approved Degree.
• Possess RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.
• Preferably hold a Certified Financial Planner (CFP) qualification.
• Have 3 to 5 years of experience in a Sales / Service role within a financial environment.
• Have a strong background in Banking / Investment / Financial Planning / Wealth Management.

You will have access to :

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate and provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify local and offshore fiduciary opportunities and advise on client philanthropy.

We can be a match if you are :

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing your portfolio, providing independent holistic advice, and solutions that ensure revenue and profit growth in line with KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
• Contributing to a culture of service excellence, building positive relationships, and providing opportunities for feedback and exceptional service.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

LI-NK3

Job Details

Please note that applications will not be accepted after 29/06/2025. Kindly submit applications ahead of this date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless required by law.

Hello future Private Clients Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.

Are You Someone Who Can;

• Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
• Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensuring effective management of the leads pipeline.
• Produce consistently high-quality outputs within agreed deadlines.

You Will Be An Ideal Candidate If You;

• Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
• RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential
• Preferred Qualification - Certified Financial Planner (CFP)
• Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
• Strong background in Banking /Investment / Financial Planning / Wealth Management

You Will Have Access To;

• Opportunities to network and collaborate.
• Earn basic guaranteed rewards with uncapped earning potential.
• Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
• Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.

We Can Be a Match If You Are;

• Able to build sound relationships based on trust and openness.
• Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

#POST

#FNB

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

31/08/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them.

If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!

Why join this Team?Be part of a dynamic, fast-growing business that puts people and culture firstJoin a team that values challenge, innovation, and making a differenceOpportunity to work with a diverse client base across outsourced servicesExposure to varied work with long-term career progressionWhat you will be doing : Manage a client portfolio and deliver bookkeeping, VAT returns, and management reportingBe the go-to person for client queries and supportProvide software support, including Xero setups and trainingPrepare CIS returns and company secretarial documentsSet up payment runs and handle ad hoc projectsEnsure up-to-date financials and compliance deadlines are metCommunicate directly with clients and internal teamsIdentify and implement process improvementsWhat we are looking for : Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experienceBasic VAT knowledgeExperience using Xero and Excel Strong attention to detail and communication skillsAbility to manage workload and meet deadlinesOpen to learning and a team-oriented attitudeUnique Aspects & Benefits : Supportive, fun, and sociable team cultureStrong focus on personal and professional developmentDirect client exposure and varied workReal opportunity to add value and build long-term relationshipsPlease note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time.

We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for a Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients and would like to join a dynamic and people-centric team, then we want to hear from you!

Why join this Team?

• Be part of a dynamic, fast-growing business that puts people and culture first
• Join a team that values challenge, innovation, and making a difference
• Opportunity to work with a diverse client base across outsourced services
• Exposure to varied work with long-term career progression

What you will be doing:

• Process invoices and expenses in Dext supplier details, nominal code, VAT flag, due date, track categories
• Complete bank reconciliations
• Set up supplier payments
• Request missing documentation from clients
• Handle general email client queries
• VAT returns
• Post journals for prepayments and accruals
• Calculate and adjust for deferred / accrued income
• Hold and run client meetings whether proposed changes to management accounts and generally keep abreast of what's going on with their business

What we are looking for:

• Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
• VAT knowledge
• Experience using Xero and Excel
• Strong attention to detail and communication skills
• Ability to manage workload and meet deadlines
• Open to learning and a team-oriented attitude

Unique Aspects & Benefits:

• Supportive, fun, and sociable team culture
• Strong focus on personal and professional development
• Direct client exposure and varied work
• Real opportunity to add value and build long-term relationships

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!

Why join this Team?

• Be part of a dynamic, fast-growing business that puts people and culture first
• Join a team that values challenge, innovation, and making a difference
• Opportunity to work with a diverse client base across outsourced services
• Exposure to varied work with long-term career progression

What you will be doing:

• Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting
• Be the go-to person for client queries and support
• Provide software support, including Xero setups and training
• Prepare CIS returns and company secretarial documents
• Set up payment runs and handle ad hoc projects
• Ensure up-to-date financials and compliance deadlines are met
• Communicate directly with clients and internal teams
• Identify and implement process improvements

What we are looking for:

• Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
• Basic VAT knowledge
• Experience using Xero and Excel
• Strong attention to detail and communication skills
• Ability to manage workload and meet deadlines
• Open to learning and a team-oriented attitude

Unique Aspects & Benefits:

• Supportive, fun, and sociable team culture
• Strong focus on personal and professional development
• Direct client exposure and varied work
• Real opportunity to add value and build long-term relationships

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

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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:

NFR006823/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
  
  

• 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
  
  

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

• Seniority level Mid-Senior level

• Employment type Full-time

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

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• ✔️ Completed articles (SAICA or SAIPA)
• âœï¸ Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
• ✔¸ S ong technical accounting, reporting, or regulatory knowledge
• ✠¸mbitious, detail-oriented professionals with a passion for excellence

• Monthly accounting and reporting, including bank reconciliations
• Preparation of CEO reports and month-end packs
• Accurate calculation and processing of commission and remuneration (weekly and monthly)
• Payment submissions and ensuring timeous payouts to agents and intermediaries
• Resolving payroll-related queries from sales teams
• Validating data from the policy administration system and checking commission accuracy
• Supporting the Operational Finance Manager on key deliverables

• Working with numbers and financial systems
• Supporting internal and external stakeholders
• Solving payment or payroll queries
• Maintaining high accuracy and tight deadlines
• Continuously learning and keeping up with industry regulations

• 3-year relevant tertiary qualification (Diploma or Degree preferred)
• 1-5 years' experience in accounting, commissions or payroll admin
• Strong Excel skills and experience with accounting systems (Dynamics 365 preferred)
• Experience in financial services or insurance will be highly advantageous
• Exposure to intermediary commission structures a plus

We’re looking for a dynamic and strategic individual to deliver the PEPmoney strategy and boost the profitability of our portfolio with focus on our Financial Services Products. In this role, you'll not only drive business growth but also ensure that we consistently exceed our customers’ expectations.

Key Responsibilities 

• Execution of PEPmoney strategy through developing new business opportunities to generate sales 

• Operational result management for PEPmoney Financial Services

• Custodian of Marketing requirements for PEPmoney Financial Services products

• Relationship Management with Internal and External Stakeholders

• PEPmoney budget management for FS products

• Leadership

Required Knowledge, Skills and Competencies 

• Relevant Diploma or Degree is required (B. Comm, B.A. - with commercial subjects).

• 5+ Years experience in a financial services role

• Computer Literacy (MS Office, Excel and Google Workspace)

• Knowledge of, and compliance with,  legislation related to financial services products

• Financial Acumen

• Project management

• Relationship management 

• Process management 

• Excellent time management and prioritisation abilities.

• Relevant product knowledge; 

• Research capability

• Management experience

• Competencies: Negotiating, Results Oriented, Performing under pressure, Commercial Drive, Vitality, Client Focus, Analyzing and forming opinions and Innovating 

This is an exciting opportunity for an experienced professional to take on an exciting role and make a significant impact on our business. If you have the required expertise and are looking to advance your career, we encourage you to apply.

If you do not hear from us within 4 weeks of the closing date of this position, please regard your application as being unsuccessful.