315 Financial Advisory jobs in South Africa

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties and Responsibilities:

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
  

  -    proper planning before the assignment,

  
  

  -    appropriate coaching during the assignment,

  
  

  -    attention to quality of the deliverable and the supporting documentation, adequately completing provisions,

  
  

  -    managing the WIP appropriately and within budget, where applicable, billing the engagement, and

  
  

  -    closing the engagement.

  
  


• Is an effective project manager


• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.


• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.


• Establish effective working relationships directly with key clients and broader BDO stakeholders.


• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation


• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.


• Assess and manage project risks, processes, and controls.


• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.


• Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.


• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.


• Takes on operational role/s within the business, in addition to allocated client assignments


• Participate in proposal development as and when required    


• Participate in training efforts 

Qualifications:

• Bcom Internal Audit   


• Bcom Information Systems/Informatics   


• Bsc Computer Science   


• CISA, CA(SA) or CRISC

Experience and Knowledge:

• 5 to 6 years of IT Audit Experience


• Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Technical Competencies:

• General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Behavioral Competencies:

• Effective Communication Skills, both written and verbal.


• Problem-solving techniques and effective conflict management skills.


• People management skills


• Ability to engage with top management and clients.


• Ability to establish and maintain strong relationships.


• Mentoring and coaching skills

BDO Core Competencies:

• Relationships and Collaboration


• Exceptional Client Service


• Business Growth


• Engaging people


• Leadership


• Quality, Risk management and Operational performance

The appointment will be made in terms of the firm’s Employment Equity Policy.

Only short-listed candidates will be contacted.

Join EQ-FIN as a Financial Advisory Professional – Shape Your Future, Empower Others Opportunities across South Africa (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 either Johannesburg, Pretoria, Durban or 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 for a confidential career discussion.

Provide day to day administrative support to the team.

Assist with client communication and scheduling.

Maintain accurate records and documents

Support compliance and reporting requirements.

Shadow and learn from the financial advisors.

Job Type: Full-time

Education:

• Bachelors (Preferred)

License/Certification:

• License (Preferred)

Work Location: In person

EY
At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

Join EY and help to build a better working world.

The opportunity
Join our Financial Accounting Advisory Services business within Assurance and you will provide technical consultation to our clients within MENA to specifically focus on the highly technical IFRS accounting challenges that our clients face. You will primarily focus on pre-transaction accounting advice, while contractual and commercial terms are being finalized.

Your Key Responsibilities
Working with our most prestigious clients on their complex, high profile projects, you will lead a team of highly skilled IFRS technical accounting advisory specialists to assist our clients in structuring their upcoming transactions. You will have access to subject matter experts working at EY globally and form working relationships with our most accomplished accounting structuring professionals, to ensure that we always provide consistent and high-quality advice to our clients.

You and your team will be a focal point for our clients, providing cutting-edge and critical IFRS accounting advice on pre-transaction structuring. You will proactively contribute to and work alongside all professional advisors and our clients' in-house transaction experts, seeking to shape the most appropriate transaction structure.

The team you lead will look to you for coaching and development in their own journey of providing IFRS technical accounting advice and developing world-class client handling skills; you will be responsible for training the next generation of such talent.

Skills And Attributes For Success
Proactive, accountable and results-driven people will flourish in this environment. Dealing with competing priorities, understanding how to manage resources and communicating effectively are key skills. This will have a huge impact on those around you and enable you and your team to deliver high quality accounting advice to our clients.

To qualify for the role, you must have

• At least 8 years of IFRS accounting advisory experience (including at least three years as Senior Manager) at a big 4 public accounting firm
• A current or previous technical IFRS desk role, for at least one year, or a similar demonstration of the strongest IFRS technical knowledge amongst your peers
• CA/CPA/ACCA certification
• A strong desire to broaden and deepen your technical skills
• Strong verbal communication, presentation and writing skills
• Ability and comfort in researching accounting and analysing emerging issues relating to accounting standards and industry practices
• Excellent managerial and organizational skills
• A dedication to teamwork and leadership
• Integrity within a professional environment

What We Look For
We are interested in people who have the confidence to work with lawyers, commercial teams and transaction execution specialists to shape a pre-transaction framework, within IFRS accounting boundaries. You will be business savvy with a passion for innovation as well as the motivation to create your own EY journey.

What We Offer You
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

Are you ready to shape your future with confidence? Apply today.

To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.

EY
| Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

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 Administrator

Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Johannesburg North (Fourways area), Gauteng

Salary R15,000- R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.

New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.

Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.

Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.

General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

Background: Ideally, you will have experience in financial services, pension or investment administration.

Qualifications: Financial Services-related qualifications are desirable, but not essential.

Skills & Attributes:

Strong organisational skills with the ability to manage multiple tasks.

Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.

Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Job Type: Full-time

Pay: R15, R18,000.00 per month

Experience:

Microsoft Excel: 1 year (Preferred)

Job Type: Full-time

Pay: R15 000,00 - R18 000,00 per month

Location:

• Johannesburg North, Gauteng (Preferred)

Work Location: Hybrid remote in Johannesburg North, Gauteng

We have an exciting role as Financial Services Coordinator to 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.

Key responsibilities:

• 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
• 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
• Stock planning and control
• Implement push and pull strategies for Aplus and Gift Cards
• Maintenance of stationery items
• 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)
• Manage Communication
• Ensuring alignment in Fin Serv Team with the rest of the business including stores
• Adhoc project management /co-ordination /administration
• Provide support for any projects or initiatives both planned or underway

Qualifications:
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

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.

The Opportunity
We are currently seeking to recruit a part time Financial Services Officer Financial Services team based at New Craigs, Inverness. The postholder will work two consecutive days, Thursdays and Fridays.

This post provides vital support to the Financial Services Support Team Leader by undertaking a variety of tasks. The successful applicant will be responsible for ensuring allocation of all income and expenditure received and record on our patient monies system Trojan.

The post holder will also action payments on Bankline to clients' personal accounts and recording within the relevant systems. In this role it is critical to have good communication skills as you will be dealing with patients, staff, and community based clients, and also support workers face to face.

There could also be a requirement to move between functions periodically.

What We Would Want From You

• Candidates must have excellent organisation skills,
• Good communication skills both written and oral,
• Attention to detail,
• Previous experience of working in an office environment,
• Working knowledge of the Microsoft Office Suite of software is required, along with the ability to carry out finance tasks using accounting software,
• Ability to learn new systems,
• Ability to work as part of a team,
• Able to communicate effectively with all levels of staff.

Benefits We Offer You

• Generous NHS pension scheme
• Annual incremental salary progression (up to the maximum of the salary band) plus annual NHS salary scale review
• Generous annual leave entitlement
• NHS discounts and much more

Next Steps
Our recruitment process for this post is online, except for the interview stage, which will be in-person.

For more information please contact Donald MacKenzie; tel: ; email:
This role does not meet the eligibility criteria for a or a NHS Highland is unable to provide candidates with a Certificate of Sponsorship (CoS).
NHS Scotland is committed to encouraging equality and diversity among our workforce and eliminating unlawful discrimination. The aim is for our workforce to be truly representative and for each employee to feel respected and able to give their best. To this end, NHS Scotland welcomes applications from all sections of society.

Additional Information For Candidates

• You should apply for this post by completing the application process on Jobtrain.
• DO NOT upload a CV as this will not be used for short listing purposes
• Posts close at midnight on the indicated date
• For help to complete an application on Job Train please follow this link:
• To view our accessibility statement, please follow this link:
• Please note that our correspondence method is by e-mail, therefore please ensure you enter your email address accurately
• Please check your e-mail regularly (including junk folders) and also your Jobtrain account for updates
• Please contact Jobtrain Candidate Support Hub - for advice and support with any system issues
• We recommend using the Internet Browser "Google Chrome" or "Microsoft Edge" when using Jobtrain
• Once you have submitted your application form you will be unable to make any amendments
• Some of our vacancies are for internal candidates only. If you are a member of staff, please ensure you update your Jobtrain profile to reflect that you are employed by NHS Highland

NHS Highland is geographically the largest of the 14 regional boards of NHS Scotland, covering an area of 12,500 square miles, across Highland and Argyll & Bute.

As a board we strive to ensure the environment is conducive to nurturing a positive culture, supported and delivered through