91 Financial Institution jobs in South Africa

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Date: 7 Aug 2025

Location:

Klerksdorp, North West, ZA

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified,expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number ofemerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everythingwe do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive ourbusiness so it follows that we want to recruit the best people possible whether they work for us permanently orfor a short time as temporary employees.

What does a Relationship Manager do?

This career opportunity is available in Broker Services: North for the role of Relationship Manager who will be based in Klerksdorp, North West .

What will you do?

The relationship manager will be responsible for promoting new and maintaining existing business by servingas a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support servicesfor assigned accounts to enhance existing relationships and develop new ones. The relationship managershould further insure successful implementation and management of short-term initiatives. This job is focusedon the retention and profitable growth of allocated broker portfolios through developing and management ofstrong relationships with intermediaries and internal business partners.

• Supporting Santam sales strategy & business plan in line with the region targets.
• Establish and manage strong relationships with brokers including business managers.
• Growth and profitability of allocated broker portfolio.
• Work with brokers in developing a business plan to grow business.
• Assist in identifying new potential brokers and opportunities for business growth.
• Awareness of competition and market information.
• Facilitate the sales process and ensure that brokers deal with correct channels.
• Facilitate conversion of quotes.
• Build relationships with internal stakeholders for ease of managing portfolio.
• Ensuring compliance of broker portfolios with respective internal governance controls.
• Monthly analysis of figures down to broker level.
• Report at Broker Services regional meetings.

• Matric Qualification.
• Insurance related qualification or business degree will be advantage.
• FAIS Compliant (120 credits on NQF level 5).
• Regulatory exam compliance.
• At least 3 years personal lines and 5 years commercial experience in an operational environment involvingresponsibility of a large portfolio of broker business.
• Good Operational experience with regard to commercial business on external platform.
• 5 years sales experience in the short-term insurance sector.
• 5 years’ experience in maintaining and growing a profitable portfolio of Commercial and personal insurance.

• Drives results.
• Deciding and initiating action.
• Leading and supervising.
• Client focus.
• Flexibility and adaptability.
• Cultivates innovation.
• Strategic decision making.
• Analytical thinking.
• Business acumen.
• Coaching and development.

• Knowledge of Policy Centre and Mainframe Commercial product.
• Knowledge and experience of Santam internal processes will be beneficial.
• Knowledge and experience of QlikView, Policy Centre and Mainframe.
• Knowledge and experience of the Santam / Sanlam synergies will be beneficial.
• Good communication skills (verbal and written).
• In-depth knowledge of financial analysis processes and statistics.
• Technical product knowledge of short- term insurance.
• Technical underwriting knowledge.
• Excellent inter-personal and problem-solving skills.

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, andexpanding company, we are committed to transformation and growth. While our headquarters are in SouthAfrica, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialistbusiness owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitmentto Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clientscan focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe thefreedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles orshort-term opportunities.
Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourageapplications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.

Take the next step in your career—apply now and be part of a company that’s shaping the future ofinsurance. This is Freedom!

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SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive

Accountant (Financial Services)

Recruiter:

Network Recruitment

Job Ref:

NFR006823/Angie

Date posted:

Friday, June 27, 2025

Location:

Johannesburg, South Africa

SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.

POSITION INFO:

Key Responsibilities:

• Prepare monthly management accounts and financial statements
• Handle VAT, PAYE, and other statutory submissions
• Prepare and submit corporate income tax returns (ITR14)
• Assist with tax planning and ensure compliance with current tax legislation
• Maintain accurate general ledger accounts and perform reconciliations
• Prepare audit packs and liaise with external Auditors during audits
• Support budgeting, forecasting, and cash flow reporting
• Assist with SARS correspondence and tax queries
• Ensure that all financial and tax records are maintained in compliance with the relevant regulations
• Provide support on ad hoc finance and tax projects as needed
  
  

• BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
• Minimum 3–5 years accounting experience with a strong focus on tax
• Solid knowledge of South African tax laws and regulations
• Experience preparing and submitting SARS tax returns
• Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
• Strong Excel skills and high attention to detail
• Deadline-driven, with good problem-solving skills and initiative
  
  

• Experience with trusts or group structures
• Working knowledge of eFiling and related SARS platforms
• Exposure to IFRS or IFRS for SMEs
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Advertising Services

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• ✔️ Completed articles (SAICA or SAIPA)
• âœï¸ Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
• ✔¸ S ong technical accounting, reporting, or regulatory knowledge
• ✠¸mbitious, detail-oriented professionals with a passion for excellence

• Monthly accounting and reporting, including bank reconciliations
• Preparation of CEO reports and month-end packs
• Accurate calculation and processing of commission and remuneration (weekly and monthly)
• Payment submissions and ensuring timeous payouts to agents and intermediaries
• Resolving payroll-related queries from sales teams
• Validating data from the policy administration system and checking commission accuracy
• Supporting the Operational Finance Manager on key deliverables

• Working with numbers and financial systems
• Supporting internal and external stakeholders
• Solving payment or payroll queries
• Maintaining high accuracy and tight deadlines
• Continuously learning and keeping up with industry regulations

• 3-year relevant tertiary qualification (Diploma or Degree preferred)
• 1-5 years' experience in accounting, commissions or payroll admin
• Strong Excel skills and experience with accounting systems (Dynamics 365 preferred)
• Experience in financial services or insurance will be highly advantageous
• Exposure to intermediary commission structures a plus

What Youll Do:

• Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
• Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
• Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
• Collaborate closely with internal teams to ensure seamless service delivery.
• Maintain accurate client records via CRM tools (Salesforce or similar).

• Tertiary qualification in Finance, Commerce, Sales or related field
• Strong knowledge of South African tax law, exchange control regulations, and expat financial needs.
• RE5 / RE1 certification
• 2+ years experience in financial services, sales, or expat support preferred.
• Empathy, professionalism, active listening, and a consultative sales mindset.
• Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.

• Execution of the strategy through developing new business opportunities to generate sales
• Operational result management for Financial Services
• Custodian of Marketing requirements for Financial Services products
• Relationship Management with Internal and External Stakeholders
• Budget management for Financial Services products
• Leadership

• Relevant Diploma or Degree is required (B. Comm, B.A. - with commercial subjects).
• 5+ Years experience in a financial services role
• Computer Literacy (MS Office, Excel and Google Workspace)
• Knowledge of, and compliance with, legislation related to financial services products
• Financial Acumen
• Project management
• Relationship management
• Process management
• Excellent time management and prioritisation abilities
• Relevant product knowledge
• Research capability
• Competencies: Negotiating, Results Oriented, Performing under pressure, Commercial Drive, Vitality, Client Focus, Analysing and forming opinions and Innovating

We’re looking for a dynamic and strategic individual to deliver the PEPmoney strategy and boost the profitability of our portfolio with focus on our Financial Services Products. In this role, you'll not only drive business growth but also ensure that we consistently exceed our customers’ expectations.

Key Responsibilities 

• Execution of PEPmoney strategy through developing new business opportunities to generate sales 

• Operational result management for PEPmoney Financial Services

• Custodian of Marketing requirements for PEPmoney Financial Services products

• Relationship Management with Internal and External Stakeholders

• PEPmoney budget management for FS products

• Leadership

Required Knowledge, Skills and Competencies 

• Relevant Diploma or Degree is required (B. Comm, B.A. - with commercial subjects).

• 5+ Years experience in a financial services role

• Computer Literacy (MS Office, Excel and Google Workspace)

• Knowledge of, and compliance with,  legislation related to financial services products

• Financial Acumen

• Project management

• Relationship management 

• Process management 

• Excellent time management and prioritisation abilities.

• Relevant product knowledge; 

• Research capability

• Management experience

• Competencies: Negotiating, Results Oriented, Performing under pressure, Commercial Drive, Vitality, Client Focus, Analyzing and forming opinions and Innovating 

This is an exciting opportunity for an experienced professional to take on an exciting role and make a significant impact on our business. If you have the required expertise and are looking to advance your career, we encourage you to apply.

If you do not hear from us within 4 weeks of the closing date of this position, please regard your application as being unsuccessful.  

Our client, whom is a well-established financial services firm in Pretoria / Centurion is seeking a passionate and goal-oriented Sales Executive to join their dynamic team. In this role, you will play a key part in driving business growth by connecting clients with tailored financial solutions. This is an exciting opportunity for individuals who thrive in a fast-paced, target-driven environment and are eager to build a successful career in the Financial Services industry.

What You’ll Do :

• Client Engagement : Build strong relationships with prospective and existing clients, understanding their needs and offering suitable financial solutions.
• Generate Leads : Identify and pursue new business opportunities through networking and referrals.
• Market Research : Stay informed about industry trends and competitor offerings to effectively position the solutions in the market.
• Presentations & Proposals : Deliver compelling presentations and create customized proposals to close sales deals.
• Pipeline Management : Maintain an organized sales pipeline using CRM tools, ensuring consistent follow-up and relationship management.

What They’re Looking For :

Minimum Requirements :

What They Offer :

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

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