688 Finance Consultant jobs in South Africa

Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to offer tailor-made home finance packages accompanied by exceptional service.

A.Source Potential Leads:

•Utilize proactive and reactive prospecting methods.

•Develop a robust network through partnerships and relationship building.

•Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.

B.Identify needs:

•Employ open-ended questioning to understand clients' financial and emotional needs.

•Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.

•Identify financial challenges and offer solutions.

•Ensure proper records of leads and follow ups.

C.Match Product Offerings to Needs:

•Utilize extensive product knowledge to present tailored solutions.

•Explain application procedures and apply appropriate credit criteria.

•Provide upfront explanations of situations that need clarity and ensure supporting documents.

D.Explain Final Approval and Successful Closing:

•Clarify all terms and conditions of the final offer to client.

•Summarize benefits of the product package and all relevant conditions.

E.Maintain customer contact and Follow-up:

•Keep clients updated throughout the process.

•Provide clear explanations to client inquiries.

•Maintain contact after client has accepted our offer and request referrals.

F.Applications capture and file construction:

•Complete and capture applications accurately, based on what the client requires and qualifies for.

•Compile supporting documents and ensure the file is completed and ready to process.

• 2–3 years of external sales experience (real estate, finance, insurance, etc.)
• Proven ability to generate leads and build referral networks
• Self-motivated, confident, and proactive
• Own reliable vehicle & valid driver’s license
• Clear credit record (no debt review or adverse listings)

•Opportunity to earn high commission.

•Marketing Support & expenses covered.

•Benefit from In-Office Administrative Assistance

•Company Vehicle Use.

•Petrol Incentive.

•Monthly Incentives based on targets achieved – twice a month.

•Potential for Lucrative Year-End Bonuses.

•Top Performers Earn Fully Paid International Trips.

•Opportunity to Attend Annual Awards - all Expenses Covered

3 weeks ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Gridlines is a rapidly growing financial modelling consultancy practice. We are transforming the world of financial modelling, helping our clients make complex financial decisions quickly and confidently.

We love working with exciting clients who make a significant impact on the world around us, helping tackle some of the world's greatest challenges.

We plan to continue our rapid expansion and are looking for the brightest and best talent to join us on this journey.

Requirements

We are seeking an experienced Manager who is passionate about financial modelling and driven by growth. You will work with a team of modelling professionals to create, analyse, and optimise complex financial models, ensuring they are robust and reliable.

Main Responsibilities:

Operations:

• Lead in the creation and optimization of comprehensive financial models to support strategic decision-making
• Develop and refine assumptions, parameters, and scenarios under the guidance of Managers to ensure model robustness and reliability
• Review and interpret commercial documentation and ensure it is reflected accurately in the financial model
• Perform sensitivity analysis and stress testing to validate model assumptions and outputs, aiding clients in making informed decisions
• Contribute to the development and enhancement of our financial modeling methodologies and tools, driving continuous improvement and innovation
• Prepare comprehensive model documentation detailing assumptions, methodologies, and results
• Maintain meticulous records of modeling processes and methodologies to uphold our high standards and ensure consistency
• Assist in developing project plans, timelines, and resource allocation to ensure efficient and effective project delivery
  
  

• Train, motivate and manage junior team members on assignments
• Collaborate closely with team members, learning and contributing to assignments
• Communicate model findings and insights effectively to clients and internal teams
• Simplify complex financial model issues to make them understandable for non-technical stakeholders
  
  

• Support in the development of client pitches
• Contribute to client calls and building client relationships
  
  

• We hire exceptional individuals who can demonstrate our core values of Drive, Innovation, Collaboration and Excellence
• (2-4) years of relevant experience in a financial role within a recognized advisory practice or large corporate setting
• A good appreciation of accounting concepts, an accounting qualification is beneficial
• A sound understanding of Project Finance concepts
• Strong analytical skills with a foundation in building and operating financial models using Excel
• Degree qualified in a numerate discipline, with a postgraduate qualification in accounting or finance beneficial
• Experience with the FAST financial modeling standard is desirable
• Excellent written and verbal communication skills
• Ability to work independently and as part of a remote team
  
  

• A competitive base salary with flexible working arrangements, including a mixture of office-based, remote, and client site work
• Significant opportunities for professional growth and development as we expand
• Access to cutting-edge financial modelling tools and resources
• A collaborative and supportive team culture

• Seniority level Executive

• Employment type Full-time

• Job function Finance
• Industries IT Services and IT Consulting

Referrals increase your chances of interviewing at Gridlines by 2x

Get notified about new Financial Consultant jobs in South Africa .

Pretoria, Gauteng, South Africa 6 days ago

Durban, KwaZulu-Natal, South Africa 17 hours ago

Cape Town, Western Cape, South Africa 9 months ago

Johannesburg, Gauteng, South Africa 1 week ago

Cape Town, Western Cape, South Africa 1 week ago

Cape Town, Western Cape, South Africa 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Finance Consultant Manager role at BDO South Africa

Join to apply for the Finance Consultant Manager role at BDO South Africa

Purpose Of The Role

As a Finance Consultant Manager within our Finance Transformation division, you will report to the Lead of Finance Transformation Services (FTS).

Purpose Of The Role

As a Finance Consultant Manager within our Finance Transformation division, you will report to the Lead of Finance Transformation Services (FTS).

Your focus will be on the management and delivery of client engagements, as well as sales and practice development. You will focus on working with our leading clients and their executive teams to design and define innovative business solutions to respond to transition from the current to the future business state. You will collaborate with partners across the firm and across geographies to ensure a holistic and cross-functional, transformative approach.

Main Duties & Responsibilities

• Contributing to the growth in partnerships with key technology partners.
• Ability to use Power BI, a visualization tool to build dashboards
  
  

• Lead project planning sessions to set project goals and objectives, determine timelines, define tasks, and outline resources necessary to successfully complete the project
• Monitor the progress of projects, including addressing issues that may arise and ensuring project deliverables are completed on time
• Use an appropriate tracking tool to coordinate different elements of the project
• Organise regular status and review meetings as necessary, including generating and distributing meeting minutes
• Gather resources, identify potential constraints based on activities and timeframes, and define solutions to manage any constraints
• Design a risk management plan to minimize foreseeable disruptions to the project
• Oversee all incoming and outgoing project documentation, including managing contracts
• Manage a portfolio and resources to ensure stakeholder engagement through project plans, schedules, project tracking, budget and resource allocation, Gantt charts, and workload analysis
• Report regularly to management and relevant stakeholders on the progress of the project, challenges, resolutions, and alterations
• Conduct project reviews, including creating detailed reports for Advisory Leadership and the FTS Lead, and identifying areas for future improvement
  
  

• Ensure that projects are delivered within the agreed timelines and in accordance with agreed quality standards
• Consider and recommend enhancements for project performance and processes and initiate remedial action where defects are evident
  
  

• Provide input into the product vision and roadmap for FTS by aligning to FTS’s overall strategy, commercial business unit requirements and key opportunities
  
  

• Participate in the conceptual solution design process to make recommendations to enhance solutions that solve complex business problems.
  
  

• Act as a liaison between key stakeholders such internally and externally to ensure that business development and project management requirements are being met
  
  

• Manage own client account/s within approved budget and profitability targets
• Guide and assist other staff on how to manage their client accounts with regards to approved budget
  
  

• BCom Accounting Sciences degree, or
• BCom Hons CTA, or
• Qualified CA(SA)
  
  

• Company financial statements and accounting principles into commercial functions.
• Forecasting, planning, and budgeting: Comfortable with the forecasting process and demonstrable ability to comprehend the inter-relationships between income statements and balance sheet items.
• Communication skills: A proven track record of translating financial performance and goals into written strategies and gameplans for targeting new businesses.
• Judgment: Sufficient statistical nous to test null hypotheses, derive trends, and discard causational relationships.
• Gravitas: Owning decisions and having the confidence to decisively convey opinion to senior stakeholders.
• Ability to work on multiple projects to tight timescales.
• Communication skills: A proven track record of translating financial performance and goals into written strategies and gameplans for targeting new businesses.
• Judgment: Sufficient statistical nous to test null hypotheses, derive trends, and discard causational relationships.
• Gravitas: Owning decisions and having the confidence to decisively convey opinion to senior stakeholders.
  
  

• Proven expertise in implementing EPM projects.
• 1-2 years management experience
  
  

• Experience in a managerial capacity, either within the Finance organisation or as part of a Consultancy
• Exceptional communication skills (both written and verbal) with a focus on the ability to influence and drive change through complex organisations
• Strong troubleshooting/problem-solving skills
• Strong meeting facilitation/presentation skills
• Strong client relationship skills and team development skills
• A track record in implementing project plans, either as a consultant or within a finance function.
• Solid understanding of financial principles
• Experience in business development would be advantageous
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other
• Industries Accounting

Referrals increase your chances of interviewing at BDO South Africa by 2x

Get notified about new Finance Manager jobs in Illovo, Gauteng, South Africa .

Johannesburg, Gauteng, South Africa 1 week ago

Woodmead, Gauteng, South Africa 2 days ago

Johannesburg Metropolitan Area 3 days ago

City of Johannesburg, Gauteng, South Africa 3 weeks ago

Johannesburg Metropolitan Area 1 week ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 4 days ago

Centurion, Gauteng, South Africa 5 days ago

Roodepoort, Gauteng, South Africa 1 week ago

Johannesburg Metropolitan Area 3 days ago

Bryanston, Gauteng, South Africa 3 days ago

Centurion, Gauteng, South Africa 4 days ago

Germiston, Gauteng, South Africa 1 day ago

City of Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 10 months ago

Johannesburg Metropolitan Area 17 hours ago

City of Johannesburg, Gauteng, South Africa 5 days ago

Randburg, Gauteng, South Africa 2 days ago

Randburg, Gauteng, South Africa 2 weeks ago

Johannesburg Metropolitan Area 4 days ago

Johannesburg, Gauteng, South Africa 1 month ago

Centurion, Gauteng, South Africa 3 days ago

Meyerton, Gauteng, South Africa 1 week ago

Roodepoort, Gauteng, South Africa 1 month ago

City of Johannesburg, Gauteng, South Africa 2 weeks ago

Johannesburg, Gauteng, South Africa 1 day ago

City of Johannesburg, Gauteng, South Africa 4 days ago

Illovo, Gauteng, South Africa 9 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to offer tailor-made home finance packages accompanied by exceptional service.

A.Source Potential Leads:

•Utilize proactive and reactive prospecting methods.

•Develop a robust network through partnerships and relationship building.

•Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.

B.Identify needs:

•Employ open-ended questioning to understand clients' financial and emotional needs.

•Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.

•Identify financial challenges and offer solutions.

•Ensure proper records of leads and follow ups.

C.Match Product Offerings to Needs:

•Utilize extensive product knowledge to present tailored solutions.

•Explain application procedures and apply appropriate credit criteria.

•Provide upfront explanations of situations that need clarity and ensure supporting documents.

D.Explain Final Approval and Successful Closing:

•Clarify all terms and conditions of the final offer to client.

•Summarize benefits of the product package and all relevant conditions.

E.Maintain customer contact and Follow-up:

•Keep clients updated throughout the process.

•Provide clear explanations to client inquiries.

•Maintain contact after client has accepted our offer and request referrals.

F.Applications capture and file construction:

•Complete and capture applications accurately, based on what the client requires and qualifies for.

•Compile supporting documents and ensure the file is completed and ready to process.

• 2–3 years of external sales experience (real estate, finance, insurance, etc.)
• Proven ability to generate leads and build referral networks
• Self-motivated, confident, and proactive
• Own reliable vehicle & valid driver’s license
• Clear credit record (no debt review or adverse listings)

•Opportunity to earn high commission.

•Marketing Support & expenses covered.

•Benefit from In-Office Administrative Assistance

•Company Vehicle Use.

•Petrol Incentive.

•Monthly Incentives based on targets achieved – twice a month.

•Potential for Lucrative Year-End Bonuses.

•Top Performers Earn Fully Paid International Trips.

•Opportunity to Attend Annual Awards - all Expenses Covered

Property Finance Consultant

High-Earning Potential, Incentives

About the Role
This is a dynamic, client-facing sales opportunity for a driven individual who thrives in a self-sourcing environment. You'll be responsible for generating and closing home loan finance deals, with the ability to offer clients bespoke financial solutions and exceptional service.

The Role: Property Finance Consultant
Your core mission will be to source and convert home loan opportunities, moving clients from other financial institutions or offering tailored finance packages. You'll guide prospects from initial contact through final approval, ensuring a smooth and informative experience throughout the process.

Key Responsibilities:

• Proactively source leads through referrals, estate agents, direct marketing, and community engagement.
• Build and maintain a strong network of partners and clients.
• Conduct in-depth client needs analyses using open-ended questioning.
• Pre-qualify clients based on credit health and affordability.
• Present tailored home finance products and explain the application process clearly.
• Maintain regular client communication from initial enquiry to post-signing follow-up.
• Accurately complete application forms and compile required documentation.
• Record all leads, follow-ups, and client interactions in a structured manner.

Requirements:

• Minimum 2 years' sales conversion experience.
• Proven success in a high-pressure, self-sourcing sales environment.
• Strong administrative and planning skills.
• Matric qualification and a valid driver's license with own transport.
• Tech-savvy and able to manage leads and documentation efficiently.
• Self-driven, persuasive, and results-oriented.
• Previous experience in home loans or financial services (advantageous).
• Confident communicator with a passion for helping clients make sound financial decisions.

Our client is seeking Property Finance Consultants who will actively engage in prospecting potential home loans, to join their team

Job type : Permanent – on site

Duties and Responsibilities

• Facilitate the movement of existing home loans between financial institutions
• Offer tailor-made home finance packages to clients
• Execute referral campaigns and presentations
• Pre-qualify clients by doing required assessments
• Keep clients updated throughout the process
• Complete and capture applications accurately
• Compile supporting documents and ensure the file is completed and ready to process.
• 3 years of sales experience, preferably in home loans
• Strong lead generation skills – ability to source and manage own leads
• Own vehicle
• Valid driver’s license

Skills Required

• Good communication and administrative skills

Should you meet the above criteria, we invite you to apply directly to the advertisement. Should you not hear back from us within 2 weeks of application, kindly consider your application as unsuccessful

Property Finance Consultant • Pietermaritsburg, ZA

Our client is seeking Property Finance Consultants who will actively engage in prospecting potential home loans, to join their team

Job type : Permanent – on site

Duties and Responsibilities

• Facilitate the movement of existing home loans between financial institutions
• Offer tailor-made home finance packages to clients
• Execute referral campaigns and presentations
• Pre-qualify clients by doing required assessments
• Keep clients updated throughout the process
• Complete and capture applications accurately
• Compile supporting documents and ensure the file is completed and ready to process.
• 3 years of sales experience, preferably in home loans
• Strong lead generation skills – ability to source and manage own leads
• Own vehicle
• Valid driver’s license

Skills Required

• Good communication and administrative skills

Should you meet the above criteria, we invite you to apply directly to the advertisement. Should you not hear back from us within 2 weeks of application, kindly consider your application as unsuccessful

Property Finance Consultant • Pietermaritsburg, South Africa

Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to offer tailor-made home finance packages accompanied by exceptional service.

A.Source Potential Leads:

•Utilize proactive and reactive prospecting methods.

•Develop a robust network through partnerships and relationship building.

•Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.

B.Identify needs:

•Employ open-ended questioning to understand clients' financial and emotional needs.

•Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.

•Identify financial challenges and offer solutions.

•Ensure proper records of leads and follow ups.

C.Match Product Offerings to Needs:

•Utilize extensive product knowledge to present tailored solutions.

•Explain application procedures and apply appropriate credit criteria.

•Provide upfront explanations of situations that need clarity and ensure supporting documents.

D.Explain Final Approval and Successful Closing:

•Clarify all terms and conditions of the final offer to client.

•Summarize benefits of the product package and all relevant conditions.

E.Maintain customer contact and Follow-up:

•Keep clients updated throughout the process.

•Provide clear explanations to client inquiries.

•Maintain contact after client has accepted our offer and request referrals.

F.Applications capture and file construction:

•Complete and capture applications accurately, based on what the client requires and qualifies for.

•Compile supporting documents and ensure the file is completed and ready to process.

• 2–3 years of external sales experience (real estate, finance, insurance, etc.)
• Proven ability to generate leads and build referral networks
• Self-motivated, confident, and proactive
• Own reliable vehicle & valid driver’s license
• Clear credit record (no debt review or adverse listings)

•Opportunity to earn high commission.

•Marketing Support & expenses covered.

•Benefit from In-Office Administrative Assistance

•Company Vehicle Use.

•Petrol Incentive.

•Monthly Incentives based on targets achieved – twice a month.

•Potential for Lucrative Year-End Bonuses.

•Top Performers Earn Fully Paid International Trips.

•Opportunity to Attend Annual Awards - all Expenses Covered

To market and sell the Bank's asset-based finance products including residential properties, small equipment, and motor vehicle finance for individuals within the respective region and ensure excellent service to customers and adherence to the bank's policies and procedures.

1. Prepares Finance advances submissions in terms of procedural guidelines and full compliance with the Bank's requirements.
2. Finalizes approved deals by following the Bank's procedural guideline.
3. Undertakes invoicing and recovery of all fees due to the Bank.
4. Interacts proactively with other departments to manage workflow.
5. Updating deals on the computer system as and when required.
6. Attends to all administrative issues required in terms of the Bank's policies for all approved deals and interacts with clients to obtain signatures post approval of the finance of a deal.
7. Ensures that all required information from clients are obtained timeously.
8. Facilitates signing legal agreements at the convenience of the client.
9. Ensures clients are kept informed of every stage of their finance transaction and proactively ensures that the process is followed.
10. Ensures finance sales budgets are met.
11. Grows the Bank's Finance book in terms of Residential Property, Small Equipment, and Motor Vehicle Finance by sourcing new clients as well as servicing existing clients by offering them additional financing/services.
12. Acquires new clients by requesting qualified leads from existing clients and leads generated internally.
13. Cross-sells all the Bank's products by forwarding leads to all relevant departments.

1. Develops constructive and cooperative working relationships with clients and maintains them over time.
2. Attends to all clients’ financial requests and queries.
3. Provides an efficient and effective service to all clients at all times in order to promote the Bank's services.
4. Ensures that motor vehicle applications are submitted within 24 hours.
5. Manages/Handles difficult client queries via face-to-face communication with walk-in clients or by visiting clients and addresses client concerns by listening to any concerns/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client.

QUALIFICATIONS

1. A BCom degree or Relevant Qualifications in Business Management will be required to meet the requirements of the role at the highest level of competence.
2. A driver’s license is a requirement.
3. A Financial Advisory and Intermediary Services Act (FAIS) compliance would be an advantage.

PREFERRED EXPERIENCE

1. Minimum of 3 - 5 years’ experience within a financial services institution in a Sales position.
2. General Banking experience would be an advantage.

KNOWLEDGE

1. Full product knowledge on all the Bank's asset-based products.
2. Banking systems.
3. Microsoft Office.
4. National Credit Act (NCA).

A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.