747 Financial Services jobs in South Africa

As our business continues to grow and succeed, we’re on the lookout for exceptional individuals to join the Sigma Family as Collections Advisors in the Financial Services sector. Before diving into the details of this exciting role, let us share why becoming a part of Sigma is an incredible opportunity.

Who are the Sigma Family?

Our core mission is to #ImproveEverythingAlways , with a strong focus on our people. That's why we are seeking exceptional individuals to join us and represent our clients, delivering top-tier customer service across various industries.

What being a part of the Sigma Family means for you!

Career development and opportunities to apply for internal promotions following your probationary period.

30 days holiday inclusive of bank holidays, with additional days accrued the longer you have been a part of the Sigma Family.

Monthly, Quarterly and Annual awards with marvellous prizes.

️ Resources such as the Employee Assistance Program (EAP) and Mental Health First Aiders to support you when life might not be going quite as you expected.

R 1600 bonus for each friend that you refer to join the Sigma Family who passes probation.

Receive a tree in the Sigma Forest when you pass probation. This will allow you to review how your tree is reducing your carbon footprint.

? Medical Insurance – Covers doctor visits, optometrist appointments and dental assistance, funeral cover, Group Life Cover, which are all Free from the Sigma Family to you.

Complimentary Evening Transport: Employees within a 30km radius enjoy free rides home, ensuring safety and convenience.

On-Site Optometrist Visits: Regular eye health check-ups without the hassle of traveling.

️ On-Site Nurse Consultations: Immediate access to healthcare support right at the workplace.

Discounted Pure Gym membership.

Join communities and collaborate with your colleagues on our internal Social Media platform.

The opportunity to be a part of an equal, diverse, and inclusive workplace – all amazing people are welcome in the Sigma Family.

What Your Day-to-Day will Look Like:

You’ll be working from offices based in Southern Suburbs, Cape Town. As a Collections Advisor, each day will be centered around delivering a first-class customer experience. You will engage with customers empathetically, especially those in vulnerable situations or facing financial difficulty, ensuring their concerns are addressed with care. Your primary focus will be to proactively contact customers via inbound and outbound channels to discuss outstanding balances and agree on appropriate repayment solutions. With a strong emphasis on understanding individual circumstances, you will identify sustainable and affordable repayment solutions that support long-term financial resolution.

Operating in a fast-paced environment, you will handle frequent interactions, assisting numerous customers daily while ensuring positive outcomes for both customers and clients.

Through clear communication and strategic problem-solving, you will contribute to a supportive and solutions-driven environment.

Full training and ongoing coaching are provided throughout your career. You will need to have a willingness to learn and a drive to excel. If you possess these qualities, you are going to thrive here!

What Amazing People Will Bring to the Role:

You are someone who is dedicated to providing outstanding customer outcomes. Your commitment to your role shines through and you possess excellent listening, communication, and empathy skills. You can confidently engage with individuals and resolve conflicts.

Adapting to change comes naturally to you, comfortable both in independent work and team settings. Striving towards high performance, you welcome feedback and maintain a positive outlook. You excel under pressure, diligently tracking your targets in a fast-paced work environment.

You have a proven track-record of delivering excellent results in an international collections or financial services contact center environment. You are a master written and verbal communicator and can successfully adapt your communication style to suit individual customers.

Active listening, negotiation, and problem-solving are skills you are able to demonstrate with ease and this enables you to deliver a seamless customer experience.

Simple and Straight Forward Recruitment.

We believe in a straightforward approach and don't believe in unnecessary hurdles for candidates. After submitting your application, if you are suitable for the position, we'll reach out for a brief telephonic chat. If you match what we're looking for in a new Sigma Family member, you'll be invited to an in-person Talent Session at our offices.

Supporting our future people.

If you need any assistance or adjustments at any point during recruitment, feel free to let us know.

If you like the sound of being part of the Sigma Family then don’t wait and get applying!

Join the dynamic team at Agrimark Operations Ltd, a growth-focused business and subsidiary of KAL Group Ltd, which is proudly listed on the Johannesburg Stock Exchange (JSE). Spanning over 100 locations across South Africa and a growing ecommerce presence, Agrimark Operations Ltd with its retail branches and specialist brands offers high-quality farming supplies, solutions, and a broad range of retail products to a diverse customer base that shares the same love of the land, sense of community, and can-do attitude.

Job Specification

Reporting to the Financial Services Manager, the incumbent will be responsible for evaluating risk within a subsection of the portfolio. Makes credit decisions and is held accountable for all decisions made within a specified mandate.

Minimum Requirements

• National Diploma and Membership of Institute for Credit Control
• 2 years related experience in Administration and Accounting
• Numeracy (arithmetic) and knowledge of computerized systems would be an advantage
• Experience with ERP systems, Excel, and MS Word
• Driver's license with own vehicle

Key Performance Indicators include:

• Monthly reporting regarding the debtor’s book
• Credit follow-up (collections) of both monthly and seasonal accounts
• Preparation of credit applications
• Handling queries through internal and external liaising
• Processing applications for credit facilities
• Establishment of securities
• Reconciliation of debtor’s accounts
• Office and regional administration
• Customer relationship management
• Ad hoc tasks related to the above

Key leadership attributes

The incumbent should have the ability to progress and add continuous value — making an impact!

• Dealing with complexity
• Sound pragmatic judgment
• Self-awareness
• Achievement orientation

As part of the KAL Group Ltd – a diversified JSE-listed retail group operating in agricultural retail, fuel & convenience, and manufacturing markets – you will join a group with more than 270 operating units across South Africa and Namibia.

You will have opportunities to grow your career and thrive in a performance-driven environment that values resilience, customer service, communication, alignment, and relationships. We are committed to providing our employees with opportunities within the KAL Group Ltd to take on new challenges.

If interested, learn more about Agrimark Operations Ltd and KAL Group Ltd here:

Candidates not contacted within 14 working days of the closing date can assume their application was unsuccessful. Agrimark Operations Ltd applies principles of equal employment in line with our Employment Equity objectives. Please note that to process your application, KAL Group Ltd will handle your personal information as detailed in our HR Processing notice available on our website:

• 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 35 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

• Manage credit risk and make decisions within your mandate

• Monitor and report on the debtors book monthly

• Lead credit follow-ups and collections (monthly & seasonal accounts)

• Prepare and assess credit applications

• Establish securities and handle reconciliations

• Handle internal/external queries and regional administration

• National Diploma (Finance/Credit Management)

• Member of the Institute for Credit Control

• 2+ years related experience

• Strong numeracy and computer literacy

• Valid drivers license

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.  

Administrative Assistant (Financial Services)

2025-06-30 - 2025-07-28

Permanent

SW005651

Admin / Secretarial

Finance

Insurance

Western Cape , Somerset West

My client, an established practice, is seeking to employ a detail-oriented and proactive Administration Assistant to join their team.

The successful candidate will play a critical role in ensuring smooth and efficient administrative functions, supporting Financial Advisors and client service processes.

Key Responsibilities

• Provide administrative support to financial advisors and management
• Prepare, process, and track client applications and documentation
• Maintain client records and ensure all compliance requirements are met
• Liaise with clients, service providers, and financial institutions
• Schedule client meetings and manage calendars
• Compile reports and compliance packs
• Data capturing and other ad-hoc administrative task as required

• Matric (Grade 12)
• Additional qualifications in Finance, Business Admin or similar is advantageous
• 2+ Years of experience in an administrative role, preferably in financial services
• Fully bilingual (Afrikaans and English)
• Strong computer skills
• Excellent communication and organizational skills
• Excellent attention to detail and accuracy
• Ability to work independently and as part of a team

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

BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.

Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.

Leadership and Direction

• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
• Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
• Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.

Business Planning

• Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
• Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
• Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.

Stakeholder Engagement (Internal and External)

• Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Promoting Customer Focus

• Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

Organizational Capability Building

• Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
• Coach and mentor others to support the development of the organization's talent pool.

Compliance

• Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
• Drive the application of good governance principles and legislative compliance within the environment.

Performance Management

• Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Personal Capability Building

• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
• Sell complex, often customized products and services to significant customers and/or manage a significant sales department.

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)

General Experience

• 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)

Managerial Experience

• 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)

Innovation is and will always be the core of SAP Fioneer, and it is the promise of why we were spun out of SAP: agility, innovation, and delivery.

SAP Fioneer builds on a heritage of outstanding technology and a deep understanding of corporate and consumer demands. At the heart of it all it is simple: We bring financial services to the next level with innovative software solutions and platforms.

We are helping financial services companies to achieve speed, scalability, and cost-efficiency through digital business innovation, cloud technology, and solutions that cover banking and insurance processes end-to-end.

SAP Fioneer is a global company with subsidiaries in South Africa, Germany, Austria, Switzerland, UK, UAE, Canada, US, Brazil, Mexico, Japan, Australia, India, Singapore.

Our rapid growth, great team and lean organization make SAP Fioneer a great place to accelerate your career!

About Role

We are seeking a Senior Business and Technical Analyst to join our dynamic team. The ideal candidate will possess a strong background in both business analysis and technical expertise to help inform business decisions and enhance IT solutions. The ideal candidate will have the ability to bridge the gap between business, architecture and cross functional technical stakeholders. A track record of Financial Services industry with proven experience in large scale transformations is important.

Requirements

Experience and Track record:

• Ability to analyze requirements received from all stakeholders and provide well-articulated documentation as required
• Lead the analysis of business processes, systems, and technologies
• Mentoring and support for analysis team members and ensuring continual alignment of requirements and objectives across Analysis and solution team members
• Lead thinking and approach for optimal ways of work in the analysis process
• Ability to model business and technical processes to describe requirements and solution overview
  
  

• Gather and analyze business requirements, and translate them into technical specifications
• Identify opportunities for solution and process improvement and efficiency
• Work closely with consultants, product and solution / software architects / developers to ensure understanding inter-dependencies and constraints
• Conduct gap analysis and recommend innovative solutions to improve business processes
• Serve as a subject matter expert in financial service offerings in order to develop structure methodology for gathering requirements, facilitating work sessions and problem solving
• Serve as a subject matter expert in various technical areas, including software development methodologies, database management, and system integration
• Strong track record in integration analysis and multi system solution implementations
  
  

• In structuring of implementation plans based on requirements decompositions and integrated solution views provided by architects and technical specialists.
• To ensure that projects are delivered on time and within budget by providing continuous support throughout the entire project lifecycle
• Review and recommend enhancements to existing systems to better align with business goals and objectives
• Ability to think strategic and translate scope into practical structures to build roadmaps and iterative implementation approach
• Support building of business cases that includes costing, risks and cost-benefit analyses to assess the potential impact of proposed solutions
• Work closely with business stakeholders and IT teams to ensure alignment between business needs and technical solutions
• Provide expertise in data analysis, data modeling, and data visualization to support decision-making and strategic planning
  
  
  

• Minimum of 10 years of experience as a business and technical analyst in a corporate environment
• Strong understanding of business analysis methodologies and tools
• Proven expertise in analyzing complex business processes, systems, and technologies
• Strong problem-solving skills and attention to detail
• Excellent communication and interpersonal skills to effectively collaborate with both technical and non-technical stakeholders
• Strong presentation skills
• Strong influencing skills
• Ability to work independently and as part of a team in a fast-paced, dynamic environment
• Experience with Agile development practices is a plus
  
  
  

• Collaborative culture with smart people in a fast-growing company
• Opportunity to shape the fast-changing financial services landscape
• Flexibility to work and gain experience in different areas of the company as you grow your career
• Fast-paced start-up culture with an experienced team, strong brand and an enviable customer portfolio
• Competitive compensation package according to your level of expertise and skills

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Analyst
• Industries Non-profit Organizations and Primary and Secondary Education

Referrals increase your chances of interviewing at SAP Fioneer by 2x

Get notified about new Financial Services Analyst jobs in South Africa .

Johannesburg, Gauteng, South Africa 2 months ago

Cape Town, Western Cape, South Africa 1 month ago

Johannesburg, Gauteng, South Africa 1 month ago

Cape Town, Western Cape, South Africa 8 months ago

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