6 Financial Institutions jobs in Pretoria

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

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.

• 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.

• Proven experience in sales, business development, or client relationship management (experience in financial services is a plus).
• Strong negotiation, communication, and interpersonal skills.
• A target-driven mindset with a passion for exceeding goals.
• Ability to understand and present complex financial terms in a simple, engaging manner.
• Self-motivated with strong organizational and time-management skills.

• Matric (Bachelor’s degree in Business, Finance, or a related field is advantageous).
• Valid driver’s license and own reliable vehicle.
• 1 – 2 years’ experience in corporate environment is a plus.
• Bilingual – English and Afrikaans are a plus

• Competitive salary.
• Initial and ongoing sales and product training to support your career growth.
• Exciting incentives and rewards for top performers.
• Opportunities for advancement within a growing company.
• A supportive and energetic team environment.

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

Job Type : Entry Level | Full Time | Pretoria

Company Overview Superfly Direct (Pty) Ltd

Superfly Direct is a forward-thinking sales and entrepreneurial development company that partners with some of South Africas top financial services brands to expand their client reach and drive long-term business growth.

We are passionate about developing ambitious individuals into leaders, professionals, and entrepreneurs. Through hands-on training, real-world experience, and structured mentorship, we give our team the tools to thrive in the highly competitive world of financial sales and client services.

In this role, you will :

• Be trained in effective communication, client acquisition, and business development strategies.
• Represent respected financial services brands to a wide range of clients.
• Develop core business skills in a high-performance, supportive environment.
• Work with a diverse team of driven, like-minded individuals.
• Build a strong foundation for leadership or entrepreneurial growth within the company.
• Gain practical, real-world exposure to financial service operations.

This is an entry-level position with structured growth into leadership, training, or entrepreneurial roles for top performers.

Immediate openings available for successful candidates

Only candidates who meet the minimum requirements and will be considered for the interview process. All shortlisted candidates will be contacted directly.

About the job Key Account Manager - Financial Services

Are you a relationship-driven professional with a passion for account management and client service? A well-established company specialising in employee financial wellness solutions is looking for a Key Account Manager to join their team in Centurion, Lyttelton.

About the Role:

As the Key Account Manager, you'll be the primary point of contact for a portfolio of high-value corporate clients. Your role will involve managing relationships, ensuring client satisfaction, and identifying opportunities to grow existing accounts. You will also act as a strategic partner between internal teams and clients.

• Develop and maintain trusted client relationships
• Serve as the lead contact for all key accounts
• Oversee the successful delivery of solutions and services to clients
• Drive retention and growth through excellent service and strategic upselling
• Resolve client issues efficiently and maintain high client satisfaction
• Collaborate with internal departments to align service delivery with client expectations
• Monitor performance and report on account metrics and feedback

• Minimum of 3 years experience as a Key Account Manager, Client Relationship Manager, or similar role
• Experience within a corporate services, HR, financial services, or employee solutions environment is highly advantageous
• Proficiency in CRM software (e.g. Salesforce, HubSpot)
• Strong interpersonal, negotiation, and communication skills
• Strong problem-solving ability and attention to detail
• Matric (essential); a diploma or degree in Business, Marketing, or related field is preferred