4 Financial Support jobs in South Africa
Financial Support Specialist
Posted today
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Job Description
We are seeking a highly organized and detail-oriented Financial Support Associate to assist clients with financial transactions, inquiries, and account-related concerns. The ideal candidate will support financial advisors and internal teams in a variety of functions, including preparing financial reports, processing transactions, ensuring compliance with financial regulations, and maintaining accurate client records. This role requires strong communication, customer service skills, and a solid understanding of financial services.
Key Responsibilities:
- Assist clients with financial transactions, inquiries, and account-related concerns.
- Support financial advisors or registered representatives in preparing reports, documentation, and client communications.
- Process and track investment transactions, payments, and reconciliations.
- Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable).
- Maintain and update client records, financial statements, and account data.
- Handle client onboarding, including gathering necessary documentation and verifying financial details.
- Assist in preparing financial reports, statements, and presentations for internal and client use.
- Coordinate with internal teams for billing, invoicing, and account maintenance.
- Stay up-to-date with financial products, services, and regulations to provide accurate support.
- Identify and escalate financial discrepancies or issues to senior management.
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
- Experience in financial services, banking, or investment firms is a plus.
- Strong proficiency in financial software, CRM tools, and Microsoft Office Suite.
- Excellent communication and customer service skills.
- High attention to detail and strong organizational abilities.
- Ability to handle sensitive financial information with discretion.
Preferred Qualifications:
Knowledge of investment products and financial regulations.
Experience working with brokerage firms, wealth management, or banking institutions.
Problem-solving skills and the ability to work in a fast-paced environment.
FINRA Series 7 and/or 63/66 licenses may be required, depending on the role and firm regulations.
Minimum Technical and Work Environment Requirements:
Internet Connection:
Primary internet connection with a minimum speed of 15 Mbps.
- Backup internet connection with at least 10 Mbps.
Backup connection must be capable of supporting work during a power outage.
Primary Device:
Desktop or laptop equipped with at least:
Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
A minimum of 8 GB RAM.
Backup Device:
Must meet or exceed the performance of an Intel Core i3 processor.
Must be functional during power interruptions.
A functioning webcam.
- A noise-canceling USB headset.
- A quiet, dedicated home office space.
- Peripherals and Workspace: A smartphone for communication and verification purposes.
- Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
- Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
- Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
- Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
- Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
- Work-Life Balance at Its Best:Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
Financial Planning Support Specialist | Faerie Glen
Posted 5 days ago
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Job Description
Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?
A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.
If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.
Responsibilities:
- Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
- Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
- Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
- Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
- Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.
Experience & Qualifications:
- Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards) , complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
- Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).
Technical Knowledge:
- A thorough understanding of compliance issues associated with financial advice and intermediary services.
- A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.
Financial & Operational Support Specialist (CFO Support)
Posted today
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Job Description
Salary: R85,000 – R90,000 per month (depending on experience)
Location: South Africa (remote, full-time employee via Remote Recruitment)
Job Overview
An established UK-based Fractional CFO is seeking a highly capable South African finance professional to provide financial and operational support across a portfolio of clients. This unique opportunity offers flexibility, growth potential, and long-term engagement. Whether you're an experienced finance leader ready to take on client-facing responsibilities, or a skilled finance support specialist eager to grow, this role can be shaped to suit your level of expertise.
Initially part-time, the position is expected to evolve into a full-time role. You'll join a forward-thinking, collaborative environment that values proactivity, attention to detail, and a passion for operational excellence in finance.
Key Responsibilities
- Support the CFO in financial management, budgeting, reporting, and data analysis.
- Assist with structuring and streamlining financial processes across client businesses.
- Provide operational support for internal and client-facing initiatives.
- Collaborate on client projects, with scope to take on advisory or leadership tasks (for senior candidates).
- Manage junior-level tasks or strategic oversight duties, depending on experience.
- Deliver high-quality outputs in a fast-paced, results-driven environment.
Qualifications and Experience
Senior-Level Candidate Profile (CFO-Track)
- Proven experience in a CFO or senior finance leadership role.
- Strong strategic finance capabilities, including forecasting, financial modelling, and advisory.
- Comfortable in client-facing roles, capable of leading discussions and delivering insights.
Junior-Level Candidate Profile (Finance Support)
- Minimum 3–5 years of experience in a finance support, management accounting, or operations role.
- Skilled in financial reporting, reconciliations, process improvement, and cross-functional collaboration.
- Eager to grow into broader responsibilities under the guidance of the CFO.
General Requirements
- Strong proficiency in Excel and cloud-based accounting tools (e.g., Xero, QuickBooks, or similar).
- Excellent communication and time management skills.
- Reliable internet connection and personal laptop/computer.
- Self-starter with the ability to work independently and manage priorities remotely.
Financial & Operational Support Specialist (CFO Support) Part Time
Posted today
Job Viewed
Job Description
Salary: R42,500 – R45,000 per month (depending on experience) Part-Time
Location: South Africa (remote, full-time employee via Remote Recruitment)
Job Overview
An established UK-based Fractional CFO is seeking a highly capable South African finance professional to provide financial and operational support across a portfolio of clients. This unique opportunity offers flexibility, growth potential, and long-term engagement. Whether you're an experienced finance leader ready to take on client-facing responsibilities, or a skilled finance support specialist eager to grow, this role can be shaped to suit your level of expertise.
Initially part-time, the position is expected to evolve into a full-time role. You'll join a forward-thinking, collaborative environment that values proactivity, attention to detail, and a passion for operational excellence in finance.
Key Responsibilities
- Support the CFO in financial management, budgeting, reporting, and data analysis.
- Assist with structuring and streamlining financial processes across client businesses.
- Provide operational support for internal and client-facing initiatives.
- Collaborate on client projects, with scope to take on advisory or leadership tasks (for senior candidates).
- Manage junior-level tasks or strategic oversight duties, depending on experience.
- Deliver high-quality outputs in a fast-paced, results-driven environment.
- Senior-Level Candidate Profile (CFO-Track)
- Proven experience in a CFO or senior finance leadership role.
- Strong strategic finance capabilities, including forecasting, financial modelling, and advisory.
- Comfortable in client-facing roles, capable of leading discussions and delivering insights.
Junior-Level Candidate Profile (Finance Support)
Minimum 3–5 years of experience in a finance support, management accounting, or operations role.
- Skilled in financial reporting, reconciliations, process improvement, and cross-functional collaboration.
- Eager to grow into broader responsibilities under the guidance of the CFO.
General Requirements
- Strong proficiency in Excel and cloud-based accounting tools (e.g., Xero, QuickBooks, or similar).
- Excellent communication and time management skills.
- Reliable internet connection and personal laptop/computer.
- Self-starter with the ability to work independently and manage priorities remotely.
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