296 Financial Services jobs in South Africa

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

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

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.  

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 :

• 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.

Minimum Requirements :

• 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 a corporate environment is a plus.
• Bilingual – English and Afrikaans are a plus.

What They Offer :

• 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.

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:



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

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