101 Financial Services jobs in South Africa

• ✔️ 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

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.  

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.

Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices - and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties And Responsibilities

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
• proper planning before the assignment,
• appropriate coaching during the assignment,
• attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
• managing the WIP appropriately and within budget, where applicable, billing the engagement, and
• closing the engagement.

• Is an effective project manager
• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
• Establish effective working relationships directly with key clients and broader BDO stakeholders.
• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
• Assess and manage project risks, processes, and controls.
• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
• Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
• Takes on operational role/s within the business, in addition to allocated client assignments
• Participate in proposal development as and when required
• Participate in training efforts
  
  

• Bcom Internal Audit
• Bcom Information Systems/Informatics
• Bsc Computer Science
• CISA, CA(SA) or CRISC
  
  

• 5 to 6 years of IT Audit Experience
• Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
  
  

• General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
  
  

• Effective Communication Skills, both written and verbal.
• Problem-solving techniques and effective conflict management skills.
• People management skills
• Ability to engage with top management and clients.
• Ability to establish and maintain strong relationships.
• Mentoring and coaching skills
  
  

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other
• Industries Accounting

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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)

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!

Reference: JHB000965-HLG-1
Location: Roodepoort - Office based.
This privately owned company is a leading player in the financial services industry. They are looking for a Sales Administrator who will report to the Head of Sales (also a shareholder in the business) and support him in all aspects of sales administration. The company offers a secure role within a fast-paced, forward-thinking, and innovative environment.

The successful candidate should have strong sales administration skills gained within a business-to-business (as opposed to business-to-consumer) financial services company.
Additionally, you should have a matric certificate and ideally an RE5 qualification.
You should be self-managed with strong use of initiative.
Skills required are excellent analytical skills, good numeric/statistical skills, and enjoyment in researching.
You should possess excellent English (written and verbal) with the ability to interact with both internal and external stakeholders at all levels, especially senior executive level.
Specific traits for the role include but are not limited to the following:

• Problem-solving mindset
• Proactive
• Good use of initiative
• Highly organized

R 15 000 - R 25 000 - Monthly