129 Financial Institutions jobs in South Africa

Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal

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

Referrals increase your chances of interviewing at ExecutivePlacements.com - The JOB Portal by 2x

Get notified about new Financial Accountant jobs in Johannesburg, Gauteng, South Africa .

Johannesburg, Gauteng, South Africa 3 days ago

Kempton Park, Gauteng, South Africa 1 day ago

Bryanston, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 13 hours ago

City of Johannesburg, Gauteng, South Africa 2 weeks ago

Johannesburg, Gauteng, South Africa 1 week ago

Sandton, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 1 week ago

City of Johannesburg, Gauteng, South Africa 10 hours ago

Randburg, Gauteng, South Africa 3 days ago

Johannesburg, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 11 hours ago

Johannesburg, Gauteng, South Africa 3 days ago

Bryanston, Gauteng, South Africa 6 days ago

Boksburg, Gauteng, South Africa 18 hours ago

Johannesburg, Gauteng, South Africa 13 hours ago

Krugersdorp, Gauteng, South Africa 4 days ago

Midrand, Gauteng, South Africa 4 weeks ago

Johannesburg, Gauteng, South Africa 6 days ago

Johannesburg Metropolitan Area 1 week ago

City of Johannesburg, Gauteng, South Africa 1 week ago

Kempton Park, Gauteng, South Africa 1 week ago

Sandton, Gauteng, South Africa 2 months ago

Johannesburg, Gauteng, South Africa 5 days ago

Johannesburg, Gauteng, South Africa 3 days ago

City of Johannesburg, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 3 days ago

Johannesburg, Gauteng, South Africa 41 minutes ago

Brakpan, Gauteng, South Africa 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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.

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

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.  

Overview

Direct message the job poster from PwC South Africa

You will join as a Senior Associate and contribute to the team’s expansion. The role includes:

• Drafting, reviewing and negotiating a range of financial contracts (including ISDA, CSA, GMRA, GMSLA, Prime Brokerage Agreement, MRA, MSFTA, etc.)
• Following a predefined approach to negotiations / review
• Managing escalations of complex cases, ensuring the right SME insight is obtained and cases are brought to a resolution
• Checking legal documentation for quality, consistency and content
• Client outreach activities across several different regulations and document types
• Supporting customer service activities and supporting junior members of the team handling complex or difficult client situations
• Case and documentation review - analysing legal and other documents to identify key facts, anomalies, etc, for categorisation and digitisation
• Managing your own workload, including reporting on progress and issues. Developing the ability to be agile and support a range of client/projects
• Identifying opportunities for efficiencies and taking action to implement them
• Supporting clients in the negotiation and execution of a range of lending transactions and developing contract negotiation playbooks for clients
• Supporting clients with leverage technology enabled workflows to support contract preparation, negotiation and execution. Business development, including building overtime a network of referrers within PwC as well as developing direct client relationships

• Excellent academic background. Experience of negotiating financial services contracts, either as an in-house lending lawyer at a bank or other financial institution or at a leading law firm
• Good working knowledge of ISDA, CSA, GMRA, GMSLA, Prime Brokerage Agreement, MRA, MSFTA etc and current market practice
• Experience in drafting, negotiating, reviewing and assessing a wide range of financial services legal documents including ISDA, CSA, GMRA, GMSLA, Prime Brokerage Agreement, MRA, MSFTA and ancillary documents
• Strong knowledge of the financial services regulatory space as it impacts banks, insurers, funds, asset managers and other financial institutions
• Excellent communication skills and a positive “can do” attitude - ability to achieve goals through teamwork, direct and indirect influence and collaboration. Primarily a team player but also able to work under own initiative. Clear, articulate and confident in written and verbal communication skills
• Proven analytical and sceptical mindset with an ability to develop solutions to technical problems
• Ability to meet tight deadlines and to thrive in a fast-paced environment
• Ability to use initiative and a willingness to embrace innovation and continuous improvement
• Ability to work both autonomously and as part of a team as and when required
• Ability to harness new technology to deliver better services, faster
• Ability to lead, coach and manage junior team members and provide quality assurance and control
• Excellent written and verbal communication skills
• Good knowledge of the MS Office Suite
• Self-starter and motivated to succeed

The successful candidate(s) will be energetic, enthusiastic and keen to embrace the challenge of turning their hand to many different types of corporate work.

You will be upskilled to handle transactions governed by the laws of England and Wales through comprehensive training in the ways of working in delivering financial services work.

• Mid-Senior level

• Full-time

• Legal, Consulting, and Finance

• Business Consulting and Services, Legal Services, and IT Services and IT Consulting

Overview

Management Level: Senior Associate

Job Description & Summary

At PwC, our people in legal services offer comprehensive legal solutions and advice to internal stakeholders and clients, maintaining compliance with regulations and minimising legal risks. These individuals provide strategic guidance and support across various industries. Those in NewLaw at PwC focus on innovative approaches, methodologies, and tools to deliver legal services in a more efficient and effective manner. Your work will involve utilising technology, process improvement, and data analysis to streamline legal processes, enhance client service, and drive value. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self awareness, enhance strengths and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

SATIC is a delivery centre serving UK PwC and is an independent member of the PwC international network of firms. By joining SATIC and being based in South Africa, you will be part of the PwC Legal UK team located in London, Birmingham and Manchester. You will be working on project-based assignments, specialist legal advice and ongoing general counsel support.

An exciting opportunity has arisen to join the legal team based in one of our state of the art facilities in South Africa. We are looking for Newly Qualified to 3-year or more PQE South African admitted lawyers with a financial services and transactional background to join this busy, friendly team at Senior Associate level.

We are looking for a talented and ambitious individual with a passion for client service. We are experiencing significant growth in our practice largely due to our ability to harness new technology to deliver better services, faster.

This is the ideal environment for an individual who wants to be part of the future of legal services and solve real business problems.

You will join as a Senior Associate and contribute to the team’s expansion. The role includes:

• Drafting, negotiating, reviewing and assessing a wide range of financial services legal documents including loan agreements (bilateral and syndicated), security, ancillary and CP documents.
• Providing lending SME and applying market/industry knowledge of lending transactions as part of wider PwC engagements.
• Knowledge-sharing and providing training and tailored lending Subject Matter Expertise support to colleagues in other parts of the PwC network.
• Supporting clients in the negotiation and execution of a range of lending transactions and developing contract negotiation playbooks for clients.
• Supporting clients to leverage technology enabled workflows to support contract preparation, negotiation and execution. Business development, including over time building a network of referrers within PwC as well as developing direct client relationships.

Essential skills/Requirements:

• Qualified and admitted attorney in South Africa or equivalent common law jurisdiction.
• Excellent academic background. Experience of negotiating loan agreements and advising on lending and security-related transactional matters, either as an in-house lending lawyer at a bank or other financial institution or at a leading law firm.
• Good working knowledge of LMA documentation and current market practice.
• Experience in drafting, negotiating, reviewing and assessing a wide range of financial services legal documents including loan agreements (bilateral and syndicated), security, ancillary and CP documents.
• Strong knowledge of the financial services regulatory space as it impacts on banks, insurers, funds, asset managers and other financial institutions.
• Ability to meet tight deadlines and to thrive in a fast-paced environment.
• Ability to use initiative and a willingness to embrace innovation and continuous improvement.
• Ability to work both autonomously and as part of a team as and when required.
• Ability to harness new technology to deliver better services, faster.
• Ability to lead, coach and manage junior team members and provide quality assurance and control.

The Skills and Experience we are looking for

The successful candidate(s) will be energetic, enthusiastic and keen to embrace the challenge of turning their hand to many different types of corporate work.

Essential Skills/ Requirements

• Qualified attorney in South Africa or equivalent common law jurisdiction.
• Excellent academic background.
• Excellent communication skills and a positive “can do” attitude - ability to achieve goals through teamwork, direct and indirect influence and collaboration. Primarily a team player but also able to work under own initiative. Clear, articulate and confident in written and verbal communication skills.
• Good technical legal skills. Expertise in drafting, reviewing and redlining.
• Ability to meet tight deadlines and to thrive in a fast-paced environment;
• A keen ability to learn in a fast moving, innovative and technology enabled environment and a desire to be part of the movement to modernise the in-house delivery of legal services and advance the New Law Services practice.
• Knowledge of or previous experience in the managed legal services industry or of working as an in-house legal counsel would be advantageous and looked on favourably. The successful candidate will be working with lawyers across the other UK offices and will be occasionally required to travel between offices.

Desirable skills:

• PowerPoint presentation skills
• Strong IT skills. (Office or 356)
• CLM skills

Training

You will be upskilled to handle transactions governed by the laws of England and Wales through comprehensive training in the ways of working in delivering financial services work.

The successful candidate(s) will be energetic, enthusiastic and keen to embrace the challenge of turning their hand to many different types of financial services work.

Travel Requirements: Up to 20%

Available for Work Visa Sponsorship? No

Job Posting End Date : September 5, 2025

Location: Roodepoort - Office Based
Role: Office Manager
Company: A leading privately owned financial services company boasting 20 years success in the industry. The role of Office Manager is newly created due to the phenomenal growth of the company.

This position offers a unique opportunity to take ownership of a newly created role! The successful candidate will develop office policies and procedures and implement such to ensure the smooth running of this fast-paced business.

Although the company has enjoyed tremendous success over the past 20 years, they have a very entrepreneurial culture and encourage innovation and creativity. To be successful in this role you should have the following traits, skills, and experience:

1. 2 - 5 years in office administration which could include Personal Assistant role.
2. Relevant Diploma, Degree or certification.
3. Super Organized and extreme use of initiative.
4. Outstanding communication and interpersonal skills.
5. Fun and outgoing personality but professional.
6. Proficient in MS Office including Word, PowerPoint, and Excel.
7. Loves to take charge (in a nice way).
8. Management of office budget.
9. Management of office support staff.
10. Scheduling meetings, maintaining calendars, and assisting with travel arrangements.
11. Ordering of equipment and organizing of events.
12. Essentially, a jack of all trades and love it!

R 35 000 - R 40 000 - Monthly