121 Financial Advisors jobs in Cape Town

Join EQ-FIN as a Financial Advisor Shape Your Future, Empower Others Opportunities in Cape Town, Western Cape (full training provided) Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and financial advisers in South Africa and aspire to become the largest, tied independent insurance distribution company in the world. EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work. Role Description This is a full-time hybrid role for Financial Advisors based in Cape Town; with some work from home options available. The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals. Qualifications Financial Planning and Financial Advisory skills (will be trained on) Minimum 2 years work experience essential Knowledge of Finance, Investments and Retirement Planning Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to build and maintain strong relationships with clients Relevant industry qualifications such as CFP or FAIS an advantage A Bachelors degree in Finance, Business Administration, or related field an advantage Own car and a valid drivers license essential Must have a clear credit record and criminal record Must be a South African Citizen or South African Permanent Resident with a South African ID number You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey. If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on or 27 (0) XXX-XXX for a confidential career discussion.

About Electrum

Electrum is the next-generation payments technology company that provides cloud-native software to optimize the processing of financial transactions. Since 2012, we have established ourselves as a respected payments technology partner through our deep expertise and track record in delivering trusted enterprise-grade payments solutions.

We’ve built a reputation in providing solutions for high-volume, low-value payment schemes and services that enable our clients to deliver to their customers at scale. We love that the projects we work on touch the lives of millions of South Africans daily, making a real difference.

We hire the best of the best and we offer great opportunities for personal growth and career progression.

The Role

We are growing a world-class partnerships team to support the expansion of our enterprise SaaS offering, and we’re looking for an Account Executive to join us to cultivate client relationships, articulate the return on their investment, and advance our strategic account footprint. The ideal candidate must be able to effectively articulate and position Electrum in the minds of the CIO, ensuring our value proposition aligns with their strategic objectives,

Having onboarded multiple new enterprise accounts in the last two years, coupled with the continuous expansion of our existing accounts, we are achieving significant growth. In this role, you will navigate complex B2B sales cycles within the financial services landscape to strategically grow our Payments SaaS offering at tier-one banks and other financial services enterprises.

Your responsibility will involve creating new revenue streams in payments by acquiring targeted new clients while also expanding our existing enterprise accounts. Our head office is located in Cape Town, but this position will primarily serve clients, most of whom are banks based in Johannesburg. You will be part of our expanding Sales and Marketing team, which offers local and international networking and travel opportunities. Electrum has ambitious long-term goals, supported by training and mentorship to develop effective teams, paving the way for excellent career opportunities.

• Five to ten years of enterprise sales experience within the payments industry; or five to ten years working inside the payments landscape in a client-facing role, such as a business analyst, or product manager.

• Proven track record of closing, or crafting complex deals and retiring targets in a software (or technology)l field
• Experience dealing with enterprise clients, particularly within tier 1 bank and financial services environments
• An understanding of business practices backed by a relevant university degree
• Ability to position technical solutions in a business context
• Ability to navigate complex sales cycles
• Proven negotiation experience
• Going the extra mile for your clients while ensuring the sustainability of the partnership
• Collaboration with internal and external stakeholders, a clear sense of what it means to be part of a team, and a team of teams

Advantageous for the role:

• Excellent communication and presentation skills
• Past experience working with or within a Tier 1 bank
• Ability to establish trust and rapport with client personas through active listening, empathy, integrity and diplomacy
• Referencable experience partnering with banks and other financial services enterprises

What your first six months would look like:

• Build and nurture key client relationships with a multitude of personas
• Create account and opportunity plans for the short, medium and long-term cross-sell and upsell of products that will expand Electrum’s partnership with customers, offering additional value for both parties
• Identify challenges and opportunities our clients and prospects are facing that can be solved with our products and solutions
• Work with the pre-sales team to help articulate and close the technical sale
• Work with marketing to identify account-based marketing campaigns to help influence deals through thought leadership content
• Sales management, including negotiating contracts and agreements, pipeline and database health.
• Contribute to the sales tools that will help you through the buying and sales process, such as buyer journey mapping, personas, use cases, demos, business cases, etc.
• Communicate month, quarter, annual and longer-term objectives with Electrum’s internal team and external clients.

What your longer-term business would look like

• Continue your six-month plan and include the following:
• Build and close a new business pipeline, by understanding your prospect’s business objectives and Electrum’s product fit while navigating the complexities of the enterprise buying and sales process.
• Work with the account executive research addressable markets and identify new growth opportunities by understanding market size, key target characteristics, persona pain points and product propositions.
• Work with the product team to define development opportunities for new products aligned to our core solutions.
• Work with marketing to identify outbound campaigns, develop collateral, blogs, case studies, etc., to help advance sales, generate inbound leads, or influence deals.

We have created a high-performance culture where you can expect the following:

• Career growth - Delivering world-class financial services software products in a fast-paced company is not easy and takes a considerable amount of effort. But in return for your effort, you'll get hands-on experience working on products used by millions of people and a high-quality work experience that will accelerate your career faster than anywhere else.
• Transparency - We openly discuss strategy, finances, salaries and other major decisions.
• Autonomy - We know you'll be able to make good decisions if you have good information, and we trust you.
• Shared Vision - You'll be able to shape a vision you can believe in - on how to build the future of financial services.
• Work-life balance - You know when your brain has switched off for the day, and you need to go for a hike or coffee shop with a view, but you also know when your team needs help to bring that strategic deliverable home. At Electrum, you will be expected to know when you deserve that time out and when you need to knuckle down and get the work done.

• These are a few practical ways we practise the culture we are so proud of:
• Flexible work hours
• Our Cape Town offices offer a fully-stocked kitchen with daily lunch provided
• Our Johannesburg - based staff have access to Workshop17 facilities
• Team socialising like hikes, getaways, and dinners

A generous leave policy, starting at 20 days per year. If this sounds like a role and place where you can spread your wings, please apply now.

We have created a safe, transparent environment where:

• We know mistakes happen, and that’s okay. We even have a three-step approach to dealing with them:

1. Tell everyone about it
2. Fix the mistake
3. Tell everyone about the solution

• You are responsible for your actions – both the successes and the failures
• We talk openly about salaries and bonuses. At Electrum, we believe it’s evident why some people earn more and others a bit less. It’s like being on a sports team where salaries are widely known.

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Financial Services Consultant ( Graduate )

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Financial Services Consultant ( Graduate )

2 weeks ago Be among the first 25 applicants

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Financial Services Consultant (Graduate)

Recruiter:

Set Consulting

Job Ref:



Date posted:

Thursday, May 29, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Financial Services Consultant (Graduate)

R350k - R400k

Cape Town

Excellent career opportunity with boutique African Investment company for highly organised, client centric graduate to be responsible for the administration, monitoring and moderation of the online collaborative platform that has been designed for the benefit of investees.

Key Responsibilities

• Key responsibilities: Acting as the first line of support for platform users;
• Monitoring and moderation of group chats;
• Tracking and reporting on user engagement metrics;
• Promoting continuous improvement and innovation of the platform; Monitoring trends in the banking industry;
• Helping to coordinate and project manage the development of future phases of the platform. Facilitating the execution of action items arising from the meetings as well as tracking progress on assigned tasks and ensuring that follow-ups are communicated to relevant stakeholders.
• Under the direction of the investment or value creation team, undertaking research and analysis and producing reports in the domains of technology, risk and compliance, sustainability, agribusiness, retail banking and SME
  
  

Qualifications And Experience

Business related Honours degree (or higher) with a good academic record and at least one year of work experience

in professional services consulting, a financial services firm or similar.

Please attach transcripts with your application

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Advertising Services

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About Electrum

Electrum is the next-generation payments technology company that provides cloud-native software to optimize the processing of financial transactions. Since 2012, we have established ourselves as a respected payments technology partner through our deep expertise and track record in delivering trusted enterprise-grade payments solutions.

We’ve built a reputation in providing solutions for high-volume, low-value payment schemes and services that enable our clients to deliver to their customers at scale. We love that the projects we work on touch the lives of millions of South Africans daily, making a real difference.

We hire the best of the best and we offer great opportunities for personal growth and career progression.

The Role

We are growing a world-class partnerships team to support the expansion of our enterprise SaaS offering, and we’re looking for an Account Executive to join us to cultivate client relationships, articulate the return on their investment, and advance our strategic account footprint. The ideal candidate must be able to effectively articulate and position Electrum in the minds of the CIO, ensuring our value proposition aligns with their strategic objectives.

Having onboarded multiple new enterprise accounts in the last two years, coupled with the continuous expansion of our existing accounts, we are achieving significant growth. In this role, you will navigate complex B2B sales cycles within the financial services landscape to strategically grow our Payments SaaS offering at tier-one banks and other financial services enterprises.

Your responsibility will involve creating new revenue streams in payments by acquiring targeted new clients while also expanding our existing enterprise accounts. Our head office is located in Cape Town, but this position will primarily serve clients, most of whom are banks based in Johannesburg. You will be part of our expanding Sales and Marketing team, which offers local and international networking and travel opportunities. Electrum has ambitious long-term goals, supported by training and mentorship to develop effective teams, paving the way for excellent career opportunities.

Minimum Requirements:

• Five to ten years of enterprise sales experience within the payments industry; or five to ten years working inside the payments landscape in a client-facing role, such as a business analyst or product manager.
• Proven track record of closing or crafting complex deals and retiring targets in a software (or technology) field.
• Experience dealing with enterprise clients, particularly within tier 1 bank and financial services environments.
• An understanding of business practices backed by a relevant university degree.
• Ability to position technical solutions in a business context.
• Ability to navigate complex sales cycles.
• Proven negotiation experience.
• Going the extra mile for your clients while ensuring the sustainability of the partnership.
• Collaboration with internal and external stakeholders, a clear sense of what it means to be part of a team, and a team of teams.

Advantageous for the role:

• Excellent communication and presentation skills.
• Past experience working with or within a Tier 1 bank.
• Ability to establish trust and rapport with client personas through active listening, empathy, integrity, and diplomacy.
• Referencable experience partnering with banks and other financial services enterprises.

What your first six months would look like:

• Build and nurture key client relationships with a multitude of personas.
• Create account and opportunity plans for the short, medium, and long-term cross-sell and upsell of products that will expand Electrum’s partnership with customers, offering additional value for both parties.
• Identify challenges and opportunities our clients and prospects are facing that can be solved with our products and solutions.
• Work with the pre-sales team to help articulate and close the technical sale.
• Work with marketing to identify account-based marketing campaigns to help influence deals through thought leadership content.
• Sales management, including negotiating contracts and agreements, pipeline and database health.
• Contribute to the sales tools that will help you through the buying and sales process, such as buyer journey mapping, personas, use cases, demos, business cases, etc.
• Communicate month, quarter, annual, and longer-term objectives with Electrum’s internal team and external clients.

What your longer-term business would look like:

• Continue your six-month plan and include the following:
• Build and close a new business pipeline, by understanding your prospect’s business objectives and Electrum’s product fit while navigating the complexities of the enterprise buying and sales process.
• Work with the account executive to research addressable markets and identify new growth opportunities by understanding market size, key target characteristics, persona pain points, and product propositions.
• Work with the product team to define development opportunities for new products aligned to our core solutions.
• Work with marketing to identify outbound campaigns, develop collateral, blogs, case studies, etc., to help advance sales, generate inbound leads, or influence deals.

We have created a high-performance culture where you can expect the following:

• Career growth - Delivering world-class financial services software products in a fast-paced company is not easy and takes a considerable amount of effort. But in return for your effort, you'll get hands-on experience working on products used by millions of people and a high-quality work experience that will accelerate your career faster than anywhere else.
• Transparency - We openly discuss strategy, finances, salaries, and other major decisions.
• Autonomy - We know you'll be able to make good decisions if you have good information, and we trust you.
• Shared Vision - You'll be able to shape a vision you can believe in - on how to build the future of financial services.
• Work-life balance - You know when your brain has switched off for the day, and you need to go for a hike or coffee shop with a view, but you also know when your team needs help to bring that strategic deliverable home. At Electrum, you will be expected to know when you deserve that time out and when you need to knuckle down and get the work done.

• These are a few practical ways we practice the culture we are so proud of:
• Flexible work hours.
• Our Cape Town offices offer a fully-stocked kitchen with daily lunch provided.
• Our Johannesburg-based staff have access to Workshop17 facilities.
• Team socializing like hikes, getaways, and dinners.

A generous leave policy, starting at 20 days per year. If this sounds like a role and place where you can spread your wings, please apply now.

We have created a safe, transparent environment where:

• We know mistakes happen, and that’s okay. We even have a three-step approach to dealing with them:

1. Tell everyone about it.
2. Fix the mistake.
3. Tell everyone about the solution.

• You are responsible for your actions – both the successes and the failures.
• We talk openly about salaries and bonuses. At Electrum, we believe it’s evident why some people earn more and others a bit less. It’s like being on a sports team where salaries are widely known.

#J-18808-Ljbffr

Company overview:

Our client believes funding is more than just capital, it’s about unlocking potential. Business owners, property developers, and entrepreneurs need more than off-the-shelf solutions; they need a hands-on, relationship-driven approach that understands their unique challenges.

Ideal Candidate Profile:

Our client seeks a meticulous and proactive paralegal who thrives in a fast-paced financial services environment. The successful candidate will demonstrate exceptional attention to detail and possess strong organisational capabilities essential for managing complex legal documentation and compliance requirements. They should be comfortable liaising with clients, attorneys, and internal stakeholders whilst maintaining the highest standards of confidentiality and professionalism. The ideal paralegal will have a solid understanding of South African property law, company law, and financial regulations, with particular experience in loan documentation and security registrations. They require someone who can work independently, prioritise multiple tasks effectively, and communicate clearly with both technical and non-technical audiences.

Key Responsibilities:

• Legal Support Functions:
  • Conduct comprehensive due diligence investigations including Deeds Office searches, PEP screenings, CIPC checks, and credit assessments
  • Draft and issue instruction letters to attorneys for new transactions and cancellations
  • Review commercial and bond documentation, making necessary amendments in collaboration with legal counsel
  • Coordinate execution of legal documents both in person and via digital platforms (DocuSign)
  • Liaise with bond attorneys throughout registration processes to ensure timely completion
  • Oversee delivery, receipt, and verification of original security documentation
  • Prepare draft NDAs, mandates, and Service Level Agreements
• Compliance and Regulatory:
  • Maintain monthly compliance registers for municipal rates, levies, and insurance obligations
  • Monitor regulatory developments and prepare impact reports for management
  • Ensure adherence to Financial Intelligence Centre (FIC) requirements
  • Support internal compliance frameworks (KYC, AML, POCA)
• Administrative and Client Management:
  • Maintain and update electronic client files and FICA documentation
  • Input data into loan management systems
  • Prepare meeting agendas, board packs, and meeting minutes
  • Safeguard original loan agreements and security documents
  • Respond to client inquiries and ensure timely follow-ups

Essential Requirements:

• Legal qualification (LLB or equivalent paralegal certification)
• Minimum 3-5 years' experience in a legal environment, preferably financial services or property law
• Strong knowledge of South African property law, company law, and financial regulations
• Experience with Deeds Office searches, CIPC searches, and credit assessments
• Proficiency in legal document preparation and review
• Excellent written and verbal communication skills
• Advanced proficiency in Microsoft Office Suite and legal research platforms
• Strong organisational and time management capabilities
• Ability to work under pressure and meet strict deadlines

Desirable Requirements:

• Experience with loan documentation and security registrations
• Knowledge of electronic document management systems
• Familiarity with Financial Intelligence Centre regulations
• Previous exposure to compliance and risk management frameworks
• Experience in client-facing roles within financial services

About Electrum Electrum is the next-generation payments technology company that provides cloud-native software to optimize the processing of financial transactions. Since 2012, we have established ourselves as a respected payments technology partner through our deep expertise and track record in delivering trusted enterprise-grade payments solutions.We’ve built a reputation in providing solutions for high-volume, low-value

Company overview: Our client believes funding is more than just capital, it’s about unlocking potential. Business owners, property developers, and entrepreneurs need more than off-the-shelf solutions; they need a hands-on, relationship-driven approach that understands their unique challenges. Ideal Candidate Profile: Our client seeks a meticulous and proactive paralegal who thrives in a fast-paced financial services environment. The successful candidate will demonstrate exceptional attention to detail and possess strong organisational capabilities essential for managing complex legal documentation and compliance requirements. They should be comfortable liaising with clients, attorneys, and internal stakeholders whilst maintaining the highest standards of confidentiality and professionalism. The ideal paralegal will have a solid understanding of South African property law, company law, and financial regulations, with particular experience in loan documentation and security registrations. They require someone who can work independently, prioritise multiple tasks effectively, and communicate clearly with both technical and non-technical audiences. Key Responsibilities: Legal Support Functions: Conduct comprehensive due diligence investigations including Deeds Office searches, PEP screenings, CIPC checks, and credit assessments Draft and issue instruction letters to attorneys for new transactions and cancellations Review commercial and bond documentation, making necessary amendments in collaboration with legal counsel Coordinate execution of legal documents both in person and via digital platforms (Docu Sign) Liaise with bond attorneys throughout registration processes to ensure timely completion Oversee delivery, receipt, and verification of original security documentation Prepare draft NDAs, mandates, and Service Level Agreements Compliance and Regulatory: Maintain monthly compliance registers for municipal rates, levies, and insurance obligations Monitor regulatory developments and prepare impact reports for management Ensure adherence to Financial Intelligence Centre (FIC) requirements Support internal compliance frameworks (KYC, AML, POCA) Administrative and Client Management: Maintain and update electronic client files and FICA documentation Input data into loan management systems Prepare meeting agendas, board packs, and meeting minutes Safeguard original loan agreements and security documents Respond to client inquiries and ensure timely follow-ups Essential Requirements: Legal qualification (LLB or equivalent paralegal certification) Minimum 3-5 years' experience in a legal environment, preferably financial services or property law Strong knowledge of South African property law, company law, and financial regulations Experience with Deeds Office searches, CIPC searches, and credit assessments Proficiency in legal document preparation and review Excellent written and verbal communication skills Advanced proficiency in Microsoft Office Suite and legal research platforms Strong organisational and time management capabilities Ability to work under pressure and meet strict deadlines Desirable Requirements: Experience with loan documentation and security registrations Knowledge of electronic document management systems Familiarity with Financial Intelligence Centre regulations Previous exposure to compliance and risk management frameworks Experience in client-facing roles within financial services

About Electrum Electrum is the next-generation payments technology company that provides cloud-native software to optimize the processing of financial transactions. Since 2012, we have established ourselves as a respected payments technology partner through our deep expertise and track record in delivering trusted enterprise-grade payments solutions.We’ve built a reputation in providing solutions for high-volume, low-value

Financial Services Consultant ( Graduate ) Join to apply for the Financial Services Consultant ( Graduate ) role at Executive Placements.com - The JOB Portal Financial Services Consultant ( Graduate ) 2 weeks ago Be among the first 25 applicants Join to apply for the Financial Services Consultant ( Graduate ) role at Executive Placements.com - The JOB Portal Get AI-powered advice on this job and more exclusive features. Financial Services Consultant (Graduate)Recruiter:Set ConsultingJob Ref: Date posted:Thursday, May 29, 2025Location:Cape Town, South AfricaSUMMARY:POSITION INFO:Financial Services Consultant (Graduate)R350k - R400kCape TownExcellent career opportunity with boutique African Investment company for highly organised, client centric graduate to be responsible for the administration, monitoring and moderation of the online collaborative platform that has been designed for the benefit of investees.Key ResponsibilitiesKey responsibilities: Acting as the first line of support for platform users; Monitoring and moderation of group chats; Tracking and reporting on user engagement metrics; Promoting continuous improvement and innovation of the platform; Monitoring trends in the banking industry; Helping to coordinate and project manage the development of future phases of the platform. Facilitating the execution of action items arising from the meetings as well as tracking progress on assigned tasks and ensuring that follow-ups are communicated to relevant stakeholders. Under the direction of the investment or value creation team, undertaking research and analysis and producing reports in the domains of technology, risk and compliance, sustainability, agribusiness, retail banking and SME Qualifications And ExperienceBusiness related Honours degree (or higher) with a good academic record and at least one year of work experiencein professional services consulting, a financial services firm or similar.Please attach transcripts with your applicationSeniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Advertising Services Referrals increase your chances of interviewing at Executive Placements.com - The JOB Portal by 2x Sign in to set job alerts for “Financial Services Consultant” roles. Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago Graduate Trainee - Financial Advisor (Cape Town, Johannesburg & Durban) Cape Town, Western Cape, South Africa 5 days ago Bellville, Western Cape, South Africa 3 days ago Pinelands, Western Cape, South Africa 2 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 1 week ago City of Cape Town, Western Cape, South Africa 1 month ago Cape Town, Western Cape, South Africa 4 days ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 3 days ago Cape Town, Western Cape, South Africa 2 weeks ago Bellville, Western Cape, South Africa 1 week ago Bellville, Western Cape, South Africa 1 week ago Pinelands, Western Cape, South Africa 6 days ago Sanlam Financial Adviser: Firebird Group (WC) Cape Town, Western Cape, South Africa 6 days ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 1 week ago Cape Town, Western Cape, South Africa 4 days ago Cape Town, Western Cape, South Africa 1 month ago Pinelands, Western Cape, South Africa 2 weeks ago Pinelands, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 2 weeks ago Cape Town, Western Cape, South Africa 16 hours ago Pinelands, 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. #J-18808-Ljbffr