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

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.

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.  

PEP strives for equal opportunity in terms of its employment equity guidelines.

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)l 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 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 practise 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 socialising 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.