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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.

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.  

Purpose of the role:

As part of the Research and Innovation team the candidate will support both the Listed and Unlisted teams with the generation of well researched investment ideas, industry leading sector knowledge, strategic initiatives and contribute to growth in assets under management.

Duties:

• Produce industry leading proprietary research that generates investment views and ideas in the Financial Services and Financial Inclusion sectors.
• Identify investment opportunities across the unlisted Financial Services / Inclusion sectors.
• Research and analyse impact of current as well as evolving macro themes and trends in Financial Services/ financial inclusion sector.
• Develop industry leading knowledge on sectorial key value creation drivers and response to various macro environments.
• Identify and generate sector, intra-sector and cross sector investable opportunities.
• Develop, analyse and update valuation models for private companies. Estimate sector returns.
• Remain up-to-date on developments in global financial markets and economics.
• Assist deal teams understanding the key risks and opportunities during the due diligence process, when potential investments are being evaluated.
• Assist with deal origination for Project Development Partnership Fund.
• Prepare speaking and briefing notes for executive and non-executive directors on various topics.

Requirements:

• Post graduate Degree in Commerce, Finance or equivalent qualification. Master’s degree/MBA/CFA would be advantageous.
• At least 5 - 8 years relevant experience independently covering financial services research and analysis (banks, insurers, asset managers, micro lenders, etc.).
• Experience in undertaking sector research with implications for the economy, financial markets and investments is key.
• Experience of implementing research views on investment portfolios
• FAIS RE5 Certificate or it must be obtained within 6 months of employment

Competencies and skills:

• Company and Sector analysis
• Financial modelling skills
• Excellent writing and communication skills
• Excellent presentation skills
• Ability to work alone and in a team
• Time management
• Performance and result oriented
• Ability to deal with pressure/stress
• Stay abreast with latest trends in the economy
• Problem solving skills
• Ability to evaluate market intelligence
• Customer service orientated
• Management skills
• Analytical thinker
• Good understanding of Risk
• Experience in working on Bloomberg (preferred)

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

2 weeks ago Be among the first 25 applicants

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

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Financial Services Consultant (Graduate)

Recruiter:

Set Consulting

Job Ref:

532930946

Date posted:

Thursday, May 29, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Financial Services Consultant (Graduate)

R350k - R400k

Cape Town

Excellent career opportunity with boutique African Investment company for highly organised, client centric graduate to be responsible for the administration, monitoring and moderation of the online collaborative platform that has been designed for the benefit of investees.

Key Responsibilities

• Key responsibilities: Acting as the first line of support for platform users;
• Monitoring and moderation of group chats;
• Tracking and reporting on user engagement metrics;
• Promoting continuous improvement and innovation of the platform; Monitoring trends in the banking industry;
• Helping to coordinate and project manage the development of future phases of the platform. Facilitating the execution of action items arising from the meetings as well as tracking progress on assigned tasks and ensuring that follow-ups are communicated to relevant stakeholders.
• Under the direction of the investment or value creation team, undertaking research and analysis and producing reports in the domains of technology, risk and compliance, sustainability, agribusiness, retail banking and SME
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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Electrum is the next-generation payments technology company that provides cloud-native software to optimize the processing of financial transactions. Since 2012, we have established ourselves as a respected payments technology partner through our deep expertise and track record in delivering trusted enterprise-grade payments solutions.

We’ve built a reputation in providing solutions for high-volume, low-value payment schemes and services that enable our clients to deliver to their customers at scale. We love that the projects we work on touch the lives of millions of South Africans daily, making a real difference.

We hire the best of the best and we offer great opportunities for personal growth and career progression.

We are growing a world-class partnerships team to support the expansion of our enterprise SaaS offering, and we’re looking for an Account Executive to join us to cultivate client relationships, articulate the return on their investment, and advance our strategic account footprint. The ideal candidate must be able to effectively articulate and position Electrum in the minds of the CIO, ensuring our value proposition aligns with their strategic objectives.

Having onboarded multiple new enterprise accounts in the last two years, coupled with the continuous expansion of our existing accounts, we are achieving significant growth. In this role, you will navigate complex B2B sales cycles within the financial services landscape to strategically grow our Payments SaaS offering at tier-one banks and other financial services enterprises.

Your responsibility will involve creating new revenue streams in payments by acquiring targeted new clients while also expanding our existing enterprise accounts. Our head office is located in Cape Town, but this position will primarily serve clients, most of whom are banks based in Johannesburg. You will be part of our expanding Sales and Marketing team, which offers local and international networking and travel opportunities. Electrum has ambitious long-term goals, supported by training and mentorship to develop effective teams, paving the way for excellent career opportunities.

• Five to ten years of enterprise sales experience within the payments industry; or five to ten years working inside the payments landscape in a client-facing role, such as a business analyst or product manager.
• Proven track record of closing or crafting complex deals and retiring targets in a software (or technology) field.
• Experience dealing with enterprise clients, particularly within tier 1 bank and financial services environments.
• An understanding of business practices backed by a relevant university degree.
• Ability to position technical solutions in a business context.
• Ability to navigate complex sales cycles.
• Proven negotiation experience.
• Going the extra mile for your clients while ensuring the sustainability of the partnership.
• Collaboration with internal and external stakeholders, a clear sense of what it means to be part of a team, and a team of teams.

• Excellent communication and presentation skills.
• Past experience working with or within a Tier 1 bank.
• Ability to establish trust and rapport with client personas through active listening, empathy, integrity, and diplomacy.
• Referencable experience partnering with banks and other financial services enterprises.

• Build and nurture key client relationships with a multitude of personas.
• Create account and opportunity plans for the short, medium, and long-term cross-sell and upsell of products that will expand Electrum’s partnership with customers, offering additional value for both parties.
• Identify challenges and opportunities our clients and prospects are facing that can be solved with our products and solutions.
• Work with the pre-sales team to help articulate and close the technical sale.
• Work with marketing to identify account-based marketing campaigns to help influence deals through thought leadership content.
• Sales management, including negotiating contracts and agreements, pipeline and database health.
• Contribute to the sales tools that will help you through the buying and sales process, such as buyer journey mapping, personas, use cases, demos, business cases, etc.
• Communicate month, quarter, annual, and longer-term objectives with Electrum’s internal team and external clients.

• Continue your six-month plan and include the following:
• Build and close a new business pipeline, by understanding your prospect’s business objectives and Electrum’s product fit while navigating the complexities of the enterprise buying and sales process.
• Work with the account executive to research addressable markets and identify new growth opportunities by understanding market size, key target characteristics, persona pain points, and product propositions.
• Work with the product team to define development opportunities for new products aligned to our core solutions.
• Work with marketing to identify outbound campaigns, develop collateral, blogs, case studies, etc., to help advance sales, generate inbound leads, or influence deals.

We have created a high-performance culture where you can expect the following:

• Career growth - Delivering world-class financial services software products in a fast-paced company is not easy and takes a considerable amount of effort. But in return for your effort, you'll get hands-on experience working on products used by millions of people and a high-quality work experience that will accelerate your career faster than anywhere else.
• Transparency - We openly discuss strategy, finances, salaries, and other major decisions.
• Autonomy - We know you'll be able to make good decisions if you have good information, and we trust you.
• Shared Vision - You'll be able to shape a vision you can believe in - on how to build the future of financial services.
• Work-life balance - You know when your brain has switched off for the day, and you need to go for a hike or coffee shop with a view, but you also know when your team needs help to bring that strategic deliverable home. At Electrum, you will be expected to know when you deserve that time out and when you need to knuckle down and get the work done.

• These are a few practical ways we practice the culture we are so proud of:
• Flexible work hours.
• Our Cape Town offices offer a fully-stocked kitchen with daily lunch provided.
• Our Johannesburg-based staff have access to Workshop17 facilities.
• Team socializing like hikes, getaways, and dinners.

A generous leave policy, starting at 20 days per year. If this sounds like a role and place where you can spread your wings, please apply now.

We have created a safe, transparent environment where:

• We know mistakes happen, and that’s okay. We even have a three-step approach to dealing with them:

1. Tell everyone about it.
2. Fix the mistake.
3. Tell everyone about the solution.

• You are responsible for your actions – both the successes and the failures.
• We talk openly about salaries and bonuses. At Electrum, we believe it’s evident why some people earn more and others a bit less. It’s like being on a sports team where salaries are widely known.