143 Financial Institutions jobs in South Africa

Overview:

The purpose of this position is to tend to the administration of the financial planning services the business provides.

Minimum Requirements:

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Proficient in Microsoft Word and Office and other related software
• Excellent telephone etiquette
• Previous experience in the Financial Services industry (advantageous)
• RE5 certificate (advantageous)

Responsibilities:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Timeously tend to all client queries
• Making and answering phone calls.
• Be courteous with all clients and develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.

Competencies:

• Must show good initiative and be willing to do necessary research for better understanding where necessary
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Become knowledgeable about the financial assets and products that our clients utilise

Overview

Location: Johannesburg, South Africa
Date posted: Monday, August 4, 2025
Job Ref: NFR /Angie
Recruiter: Network Recruitment

Are you a qualified Accountant with completed SAICA or SAIPA articles and solid experience in the Financial Services industry? We are actively searching for top-tier finance professionals who have honed their skills in high-performance environments and are ready to take the next step in their careers.

Summary: Accountant (Financial Services)

• Completed articles (SAICA or SAIPA)
• Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
• Strong technical accounting, reporting, or regulatory knowledge
• Ambitious, detail-oriented professionals with a passion for excellence

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Advertising Services

How to apply: If you are interested in this opportunity, please apply directly. For more finance jobs, please visit the site. If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions. We also invite you to contact us to discuss your next career move in finance. For more information, contact Angelo (Angelique) Jardim, Specialist Recruitment Consultant.

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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:

NFR /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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Overview:

The purpose of this position is to tend to the administration of the financial planning services the business provides.  

Minimum Requirements:

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Proficient in Microsoft Word and Office and other related software
• Excellent telephone etiquette
• Previous experience in the Financial Services industry (advantageous)
• RE5 certificate (advantageous)

Responsibilities:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Timeously tend to all client queries
• Making and answering phone calls.
• Be courteous with all clients and develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.

Competencies:

• Must show good initiative and be willing to do necessary research for better understanding where necessary
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Become knowledgeable about the financial assets and products that our clients utilise

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

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.

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.

Company Description

LevelUP Human Capital Solutions (LevelUP HCS) is a global leader in innovative talent acquisition and workforce management. As one of the largest minority-owned business talent solution providers, LevelUP HCS delivers Recruitment Process Outsourcing (RPO), contingent workforce solutions, and talent intelligence to organizations of all sizes. We empower organizations to attract, hire, and retain top talent by blending cutting-edge technology with industry expertise. Driven by our mission to elevate the world of work, we build strong, resilient workforces and fuel sustainable growth.

Role Description

This is a full-time on-site role for a Financial Services Recruiter located in the City of Cape Town. The Financial Services Recruiter will be responsible for managing the entire recruiting cycle, including sourcing, interviewing, and hiring candidates for financial services roles. Daily tasks will involve collaborating with hiring managers, developing job descriptions, screening candidates, coordinating interviews, and assisting with onboarding processes. The recruiter will also be responsible for building and maintaining a talent pipeline within the financial services sector.

Qualifications

• Experience in Hiring and Recruiting
• Knowledge in Finance and Accounting
• Background in Consulting
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively
• Bachelor's degree in Human Resources, Finance, Business Administration, or related field
• Experience in the financial services industry is a plus

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