1,529 Financial Advice jobs in South Africa
Financial Planning And Advice- Johannesburg
Posted 6 days ago
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Job Description
Overview
Job title : Financial Planning And Advice- Johannesburg
Job Location : Gauteng, Johannesburg
Deadline : October 12, 2025
Introduction
Are you keen to be an indispensable member of a team that ensures an excellent service experience through partnership? Then we are keen to have you on the MDS team to lay the foundation for sales creation. Our 12-month Internship programme will expose interns to the day-to-day functioning within the area of responsibility. You will be allocated a team of Legal advisors for which you will be supporting.
Role Purpose
Graduates can expect to learn skills that will enable them to :
- Engage and build meaningful partnerships with Legal Advisers
- Use innovative engagement techniques using product, market and sales intelligence will set them apart from their counterparts.
Requirements
Experience and Qualifications
- Com in Legal, Financial Planning or LLB (essential)
- must have completed CFP qualification
- Com Honours and would be advantageous
- No prior Industry experience is required
Duties & Responsibilities
Responsibilities and work outputs
- Investigating and finding ways to implement the Momentum Distribution Services Financial Planning and Advice strategy
- Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
- Effective and consistent service delivery and support to external client ensuring service level agreements are met and or exceeded
- Develop a deeper understanding of all aspects of MDS Legal Advisers within the current portfolio
- Build trust relationships with MDS Branches
- In conjunction with HOD and MDS Legal Advisers through the member base as a lead source to conduct financial planning and advice
- Complete adhoc reports timeously as and when required
- Ensure adherence to standard operating procedures
- Ensure compliance with applicable legislation
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement, and cohesiveness.
- Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
Competencies
- Deciding and Initiating
- Working With People
- Planning and Organising
- Coping with pressures and Setbacks
- Adhering To Principles and Values
- Relating and Networking
- Achieving Personal Work Goals and Objectives
- Presenting and Communicating Information
- Delivering Results and Meeting Customer Expectations
Deadline : 18th August, 2025
Tags
- Graduate Trainee / Internship / siwes jobs
Financial Services - Operations
Posted 4 days ago
Job Viewed
Job Description
Overview
A well established financial institution is seeking to hire a Commission and Data Reporting Officer.
QualificationsEducation:
- National Education: Senior Certificate (Matric) required
- Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field
- Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
- Previous exposure to or familiarity with business reporting tools or platforms is advantageous.
- Exposure to Power BI, or collaboration with data / reporting teams on dashboard requirements is advantageous.
Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process DisciplineComfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
ComplianceAwareness of compliance and regulatory considerations in reporting.
Skills- Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written / verbal updates.
- Attention to Detail: High level of accuracy in handling reporting-related information.
- Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
- Process Coordination: Skilled in managing and improving routine reporting processes.
- Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
- Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
- Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP / XLOOKUP, data validation).
- Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
- Client centric mindset
- Mature and positive attitude
- Self-starter and self-motivated
- Team player
- Professionalism
- Integrity
- Highly proactive
- Confident
Administrator (Financial Services)
Posted 14 days ago
Job Viewed
Job Description
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
Accountant (Financial Services)
Posted 21 days ago
Job Viewed
Job Description
Overview
Location: Johannesburg, South Africa
Date posted: Monday, August 4, 2025
Job Ref: NFR /Angie
Recruiter: Network Recruitment
Are you a qualified Accountant with completed SAICA or SAIPA articles and solid experience in the Financial Services industry? We are actively searching for top-tier finance professionals who have honed their skills in high-performance environments and are ready to take the next step in their careers.
Summary: Accountant (Financial Services)
Qualifications- Completed articles (SAICA or SAIPA)
- Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
- Strong technical accounting, reporting, or regulatory knowledge
- Ambitious, detail-oriented professionals with a passion for excellence
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industries: Advertising Services
How to apply: If you are interested in this opportunity, please apply directly. For more finance jobs, please visit the site. 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 Angelo (Angelique) Jardim, Specialist Recruitment Consultant.
#J-18808-LjbffrAccountant (Financial Services)
Posted 21 days ago
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Job Description
Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal
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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
- 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
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 Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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#J-18808-LjbffrFinancial Services Consultant
Posted today
Job Viewed
Job Description
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).
- 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.
Administrator (Financial Services)
Posted 7 days ago
Job Viewed
Job Description
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
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Financial Services - Operations
Posted 19 days ago
Job Viewed
Job Description
A well established financial institution is seeking to hire a Commission and Data Reporting Officer.
Your education and duties of the following will enable you to move forward in the screening process:
Education:
National Education: Senior Certificate (Matric) required
Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field
Experience :
- Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
- Previous exposure to or familiarity with business reporting tools or platforms is advantageous.
Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.
Skills
- Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
- Attention to Detail: High level of accuracy in handling reporting-related information.
- Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
- Process Coordination: Skilled in managing and improving routine reporting processes.
- Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
- Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
- Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
- Attributes
- Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
- Client centric mindset
- Mature and positive attitude
- Self-starter and self-motivated
- Team player
- Professionalism
- Integrity
- Highly proactive
- Confident
Financial Services Compliance
Posted today
Job Viewed
Job Description
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.
addjobFinancial Services Recruiter
Posted today
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Job Description
Company Description
LevelUP Human Capital Solutions (LevelUP HCS) is a global leader in innovative talent acquisition and workforce management. As one of the largest minority-owned business talent solution providers, LevelUP HCS delivers Recruitment Process Outsourcing (RPO), contingent workforce solutions, and talent intelligence to organizations of all sizes. We empower organizations to attract, hire, and retain top talent by blending cutting-edge technology with industry expertise. Driven by our mission to elevate the world of work, we build strong, resilient workforces and fuel sustainable growth.
Role Description
This is a full-time on-site role for a Financial Services Recruiter located in the City of Cape Town. The Financial Services Recruiter will be responsible for managing the entire recruiting cycle, including sourcing, interviewing, and hiring candidates for financial services roles. Daily tasks will involve collaborating with hiring managers, developing job descriptions, screening candidates, coordinating interviews, and assisting with onboarding processes. The recruiter will also be responsible for building and maintaining a talent pipeline within the financial services sector.
Qualifications
- Experience in Hiring and Recruiting
- Knowledge in Finance and Accounting
- Background in Consulting
- Strong communication and interpersonal skills
- Ability to work independently and collaboratively
- Bachelor's degree in Human Resources, Finance, Business Administration, or related field
- Experience in the financial services industry is a plus