111 Financial Advisors jobs in Cape Town

Role Purpose

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

• Minimum 1 or more years’ experience in the financial services industry.
• Matric / equivalent.
• Meet FAIS requirements based on DOFA (date of first appointment) (where applicable).
• Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
• Within 2 years of DOFA, RE 5 must be completed.
• Within 6 years of DOFA, hold an FSCA-approved qualification.

• Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs and offer suitable products.
• Sell products that align with clients’ needs and financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

• Leads and infrastructure are provided.
• Administrative support.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.

We have an exciting role as Financial Services Coordinatorto provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.

We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.

1. Financial management and budget administration
   • Process invoices and payments
   • Recon invoices and payments to budget
   • Identify income and savings expenses and opportunity
   • Report on monthly variance report
   • Process accruals and journals
2. Ensure timely and accurate reporting of performance metrics and SLA’s to management
   • Management report input
   • Canvasser activities
   • Relevant reporting (evaluate regularly)
   • Cross check data to confirm accuracy
   • Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
   • Timeous reporting
3. Stock planning and control
   • Implement push and pull strategies for Aplus and Gift Cards
   • Maintenance of stationery items
4. Ensuring compliance of internal and external processes
   • Managing NCR renewal and NSO process
   • Management of active store list with Credico
   • Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
5. Manage communication
   • Ensuring alignment in Fin Serv Team with the rest of the business including stores
6. Adhoc project management /co-ordination /administration
   • Provide support for any projects or initiatives both planned or underway

Essential:

• Degree or National Diploma in Finance or equivalent.

Preferred :

• Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.

Experience:

Essential:

• 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.

Preferred :

• Previous experience in cost management accounting and budgets

Skills required:

• Solid level of Numerical ability – analysis and reporting.
• Be able to work independently but remain part of a team.
• Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
• Analysis of financial figures
• Attention to detail and accuracy
• Assertiveness
• Strong problem-solving skills
• Logical – motivated by building practical and sustainable solutions
• Solutions-oriented, can-do attitude, self-motivated
• Ability to prioritise
• Ability to work at appropriate levels of detail across operational, tactical projects.
• Strong relationship skills

Job Related Knowledge:

• Acquainted in the dealing with Financial Institutions and Products
• Knowledge of sales and marketing principles.
• Understanding of the retail environment

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.

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

• 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

• 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.

• 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.

HR Generalist (Financial Services)

Cape Town

380k - R420k per annum.

A leading Investment Management firm dedicated to delivering innovative, high-performance solutions across global financial markets is hiring a HR Generalist. Reporting to the HR Manager, will play a vital role in supporting growth and success by enhancing the experience of all stakeholders through maintaining compliance, supporting recruitment and onboarding and enabling data driven decision-making through reliable HR reporting and record keeping. The HR Generalist will work closely with the HR team to support day-to-day operations and projects, ensuring alignment with the overall HR strategy.

A leading Investment Management firm dedicated to delivering innovative, high-performance solutions across global financial markets is hiring a HR Generalist. Reporting to the HR Manager, will play a vital role in supporting growth and success by enhancing the experience of all stakeholders through maintaining compliance, supporting recruitment and onboarding and enabling data driven decision-making through reliable HR reporting and record keeping. The HR Generalist will work closely with the HR team to support day-to-day operations and projects, ensuring alignment with the overall HR strategy.

• Assist with the full recruitment life cycle, including sourcing candidates, liaising with agencies and stakeholders, screening CV’s, scheduling interviews and reference calling.
• Maintaining job specs.
• Minimize time-to-hire and approach recruitment with urgency
• Assist with benchmarking.
• Coordinate and support the HR team in the Induction and onboarding process for new starters, Including welcoming, socialising, onboarding, documentation, workspace setup, and welcome gift packs.

• Coordinate and source all training.
• Conduct skills gap analysis.
• Maintain all training records and ensuring the relevant files are kept up to date.
• Assist with the preparation of documents for HR related training courses.
• Assist the HR team in the coordination and administration of the Graduate and Bursary programmes.
• Ensure that we meet BBBEE targets and find solutions for targets to be reached.

• Provide comprehensive HR administrative support to all HR processes
• Maintain accurate and up-to-date employee records including personnel data, contracts etc.
• Update all HR databases such as headcount and transformation sheets.
• Generate various reports based on employee data and leave.
• Compiling of monthly payroll inputs.
• Assist in benefits administration and employee relations.

• Stay abreast of labour laws and HR regulations to ensure organisational compliance, including workplace health and safety.
• Assist with legislative and SETA reporting i.e. compiling WSP & ATR reports and EE.

• Process monthly payroll on Sage VIP Payroll system, accurately and on schedule.
• Maintain and update payroll records, ensuring all employee data (new hires, terminations, salary changes, benefits, etc.) is accurate.
• Administer statutory deductions including PAYE, UIF, and SDL.
• Prepare and submit statutory returns to SARS and other relevant authorities.
• Manage employee queries related to pay slips, deductions, and benefits, resolving issues promptly.
• Reconcile payroll and prepare reports for HR and Finance department.
• Ensure compliance with the Basic Conditions of Employment Act (BCEA), Labour Relations Act, and SARS requirements.
• Assist with year-end processes such as IRP5/IT3(a) certificates and EMP501

• Assist with various audits relating to EE, LRA, BCEA and BBBEE.
• Serve as an emergency stand-in for payroll and CCMA-related matters if other HR staff are unavailable.
• Ensure mitigation of risk in the HR department.
• Be a team player and support colleagues (as they will support you), with various HR initiatives and operational tasks.
• Ensure consistent execution of HR strategies across all touchpoints.
• General day-to-day administration.
• Maintain HR filing system.
• Handle general enquiries from employees regarding HR policies and procedures.
• Contribute to employee engagement and wellness initiatives.
• Take minutes of meetings.
• Assist in any other HR related project.

• Bachelor’s degree in Human Resource Management or a related field.
• Minimum of 5 years experience in a HR generalist role, including 2-3 years of experience in recruitment is essential.
• Knowledge of labour laws and HR Best practices.
• Understanding of the employee life cycle.
• Understanding and experience in EE, Skills development and BBBEE.
• Sage VIP payroll experience.

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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
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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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.

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.

• 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

• 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

• 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

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.

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) 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.

• 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.

• 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.

• 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.