707 Financial Consultant jobs in South Africa

SUMMARY :

Financial Consultant | Centurion

POSITION INFO :

Role Purpose

The purpose of this role is to attract, acquire, and retain clients by designing and delivering risk insurance solutions that meet their financial wellness needs.

Requirements

• Matric required
• FAIS required qualifications (preferably RE5 and COB3)
• 3-year diploma or degree in Financial Planning, Business, Finance, or Economics – minimum NQF level 5
• Aspiration towards becoming a Certified Financial Planner (CFP)
• 3+ years' sales experience in the life insurance industry
• Must be fit and proper

Duties and Responsibilities

• Engage with prospective clients to highlight features and benefits of risk products based on their Myriad quote
• Engage telephonically with clients and fulfill the process; conclude client engagements digitally
• Conduct client financial needs analysis to create customized life insurance solutions that meet their financial goals
• Educate clients on tax and legal implications of products and changes
• Accurately capture client information, relevant actions, and sales on the systems
• Achieve set targets on production, quality, and conversion
• Adhere to compliance requirements in line with legislative standards
• Investigate client queries within the agreed service level and provide timely feedback
• Resolve or escalate client queries to ensure excellent service
• Provide accurate information and advice to clients and stakeholders to ensure appropriate service delivery
• Provide regular reports on service delivery against SLAs and customer targets
• Build and maintain relationships with clients and internal/external stakeholders
• Make recommendations to improve client service and fair treatment
• Participate in a culture that fosters rewarding relationships, feedback, and exceptional service
• Proactively build and maintain client relationships through professional and credible financial advisory services
• Develop and maintain productive collaborations with peers and stakeholders

Responsible for assisting clients with drafting financial statements for submission to their auditors.

Minimum Requirements:

1. Studying towards a degree/diploma in accounting.
2. Desired qualifications: BCom (Finance, Accounts or Management) / BCom Hons.
3. Has drafted annual financial statements using CaseWare Working Papers in the last 12 months.
4. Has used CaseWare for a minimum of 3 years and within the last year 2 years.
5. Completed SAIPA / SAICA articles.

Responsibilities:

1. Reporting to the Financial Statement Automation Manager.
2. Financial Statements Preparation:

• Create relevant lead schedules.
• Balance – Statement of Financial Position and Statement of Cash Flows.
• Draft and Balance Consolidated Annual Financial Statements.

• Capture time and expenses timeously.
• Weekly status updates to all stakeholders.
• Ensure all drafted sets can roll forward and are modifiable.
• Meets the basic Quality Assurance Checks.
• Efficiency in completing all required tasks and processes to ensure that monthly revenue can be achieved.
• Ensure that time is utilized efficiently and effectively to derive value both internally and externally to the satisfaction of management.

Desired Skills:

• Excellent skills on the Microsoft Office Suite.
• In-depth experience and knowledge of CaseView and CaseWare Working Papers.
• Past achievements which include improving systems or operations.
• Financial Statement Reporting.
• IT and Software Knowledge.
• Keen Attention to detail.
• Ability to be flexible and agile.
• Report writing skills.
• Can identify and solve problems.
• Display excellent communication skills and a professional image.
• Organized and systematic.
• Customer relationship and service skills.
• Proactive and take initiative.
• Ability to train employees on CaseWare and Draftworx.

Role Purpose

The purpose of this role is to
attract, acquire and retain clients
by designing and delivering a risk
insurance solution which services
their financial wellness needs.

Requirements Matric required

• FAIS required qualifications (preferably RE5 and COB3)
• 3 year diploma or degree in
• Financial Planning, Business,
• Finance or Economics minimum
• NQF level 5 (required)
• Aspirations towards becoming a
• Certified Financial Planner (CFP)
• 3+ years' sales experience in the life insurance industry.
• It will be required that you are fit and proper.

Duties and Responsibilities

Engage with prospective clients
in order to highlight the features
and benefits of risk products
based on their chosen Myriad
quote
Engage telephonically with clients
and fulfil on the process
Must be able to conclude client
engagement digitally
Conduct client financial needs
analysis in order to create a
customised life insurance solution
to achieve clients' financial goals.
Calculated and educate on tax
and legal implications of products
and or changes.
Accurately capture client
information, relevant actions and
sales on the systems.
Achieve set targets on
production, quality and
conversion.
Adhere to compliance
requirements in the sales process
in line with legislative
requirements.
Investigate client queries within
the agreed service level and
ensure that client receives
timeous feedback
Resolve or escalate client queries
to the relevant department or
stakeholder to ensure exceptional
client services.
Provide accurate information and
advice to clients and stakeholders
in order to ensure that the client
receives the appropriate services
Provide regular reports on
delivery of services against
agreed service level agreements
and in terms of overall customer
targets
Build and maintain relationships
with clients and internal and
external stakeholders
Make recommendations to
improve client service and fair
treatment of clients within area of
responsibility
Participate and contribute to a
culture which builds rewarding
relationships, facilitates feedback
and provides exceptional client
service
Proactively build and maintain
client relationships by presenting
our innovative and trustworthy
product offerings through
professional and credible
Financial Advisory services.
Develop and maintain productive
and collaborative working
relationships with peers and
stakeholders

Direct message the job poster from DAV Professional Placement Group

We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients.

What You’ll Do:

1. Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals.
2. Manage and optimize client portfolios using advanced financial modeling and market insights.
3. Conduct in-depth market analysis to identify emerging opportunities and mitigate risks.
4. Build and nurture long-term client relationships through strategic guidance and regular reviews.
5. Collaborate with internal teams to design innovative investment solutions.
6. Ensure full compliance with regulatory standards and ethical practices.
7. Mentor junior staff and contribute to a culture of continuous learning and excellence.

What We’re Looking For:

1. Extensive experience in investment consulting or portfolio management.
2. Strong analytical skills and a deep understanding of financial markets and instruments.
3. Proven ability to develop and maintain trusted client relationships.
4. Excellent communication and presentation skills.
5. A collaborative mindset and leadership qualities.

• Mid-Senior level

• Full-time

• Business Development, Consulting, and Customer Service

• Financial Services, Investment Management, and Investment Advice

Referrals can increase your chances of interviewing at DAV Professional Placement Group by 2x.

Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Provides advice on a specific range of products to a designated market and is individually accountable for achieving results through their own efforts.

• Customer Service: Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis: Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Ensure that basic customer details in the system are accurate, and note follow-up actions and notes of actions taken during each sales call.
• Customer Needs Clarification: Interview customers to clarify their requirements using a multilevel sales script.
• Customer Relationship Development / Prospecting: Make calls to potential customers to develop relationships.
• Provide first point of contact: Resolve customer queries and complaints.
• Operational Compliance: Follow mandatory procedures to ensure work quality and adhere to regulatory and internal codes.
• Business Development: Support routine business development tasks following established procedures.
• Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
• Data Exploration: Input data into spreadsheets or standard formats.
• Network of Influence: Participate in and contribute to networks inside and outside the company.

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Details not specified

24 August 2025, 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

OMF Financial Consultant (Tokai) page is loaded

Apply locations: Cape Town | Time type: Full time | Posted on: Posted Today | Job requisition id: JR-70165

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this commitment.

Job Description

To provide excellent client service and financial education, and to achieve targets through the marketing and selling of Old Mutual and other products. The incumbent is individually accountable for achieving results through their own efforts.

• Meet monthly sales targets in lending and other products.
• Meet collections and arrears targets related to lending products.
• Educate clients on responsible use of credit and effective money management.
• Establish a new business pipeline through marketing, lead generation, and tracking.
• Adhere to internal, regulatory, and legislative governance to ensure quality business and mitigate risk.
• Facilitate intra-branch referrals by building mutually beneficial relationships with other business units.
• Provide excellent face-to-face and telephonic service to customers.
• Build sustainable relationships that enhance the brand.
• Deliver on daily production standards and adhere to service and quality standards.

Skills and Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

Details to be provided in the full job posting.

Closing Date

26 August 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual is a premium African financial services organisation offering a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Financial Consultant – Accounting Services Sector

An esteemed firm in the Accounting Services sector is looking for a dynamic and motivated Financial Consultant to join their energetic finance team. This role offers an excellent opportunity to apply your expertise in a professional and collaborative environment.

Key Responsibilities :

Financial Reporting & Analysis : Prepare accurate financial statements—including balance sheets, income statements, and cash flow statements—while ensuring compliance with applicable accounting standards and regulations.

Tax Compliance : Calculate, prepare, and file tax returns for individuals and businesses. Ensure strict adherence to tax legislation and proactively identify opportunities for tax planning and savings.

Auditing & Assurance : Conduct internal audits or coordinate with external auditors to verify the accuracy and integrity of financial records, ensuring full compliance with statutory requirements.

Advisory Services : Deliver strategic financial advice on matters such as business restructuring, mergers and acquisitions, and financial risk management to support clients in making sound business decisions.

Requirements :

Bachelor’s degree in Accounting (BCom Accounting or equivalent) preferred.

1-2 Years Post article experience

How to Apply :

If you are interested in this position, please email your CV to For more opportunities, visit

Description

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct.

Business Development

Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

21 August 2025 , 23 : 59

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!