148 Financial Transactions jobs in South Africa

Overview We are proud to announce that Burgiss is now part of MSCI. Together we will build transparency, a common language, and innovative solutions for global investors in public and private assets. We are searching for dedicated and talented Data professionals. In this role you will be responsible for the identification, aggregation, and reporting of private equity fund transactional data as well as private company characteristics and financial statement metrics. Data is compiled through the examination and analysis of fund manager reporting and other resources. This information helps our institutional asset owner clients better understand their portfolio composition and measure investment performance and risk. This is a great opportunity to join a vibrant, fast-growing, and dynamic Data Operations Team that helps set the gold standard for research quality in private capital data. What we will offer you At MSCI we are passionate about what we do and we are inspired by our purpose to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards, and perform beyond expectations for yourself, our clients, and our industry. Wherever you are located you will find transparent compensation schemes and employee benefits that can help ensure your financial security and health. While they vary by location, we offer a broad range of benefits as part of being an MSCI employee. Our flexible ways of working will allow you to maximize your potential, and we will empower you with trust, accountability, and advanced technology to perform at your very best. You’ll find a purposeful approach to wellbeing and resources to be your best at work and in your personal life. Our Here For You Employee Assistance Program is available globally, providing confidential emotional support, financial, and legal advice free of charge. Duties & Responsibilities Detailed review and analysis of private capital fund financial reporting and online resources to accurately identify relevant fund and company level financial data. Capture, enhance, and maintain large volumes of financial data. Develop an in-depth understanding of fund valuations, capital flows, performance reporting methodologies, financial statement metrics, and industry classification standards. Perform audits and other quality control functions for the content set. Comply with all data policies, standards, and processes. Desired Experience & Qualifications Completed undergraduate BCom / Business degree – Majors in Finance, Accounting, Business Management & Information Systems; Investments preferred. 1–3 years of relevant work experience (preferred). Familiarity with financial markets, accounting practices, and private capital. Working knowledge of MS Excel. Experience with database applications advantageous. Detail-oriented, analytical, and inquisitive mindset. Strong numerical ability and excellent communication skills (written & verbal). Highly organized and self-disciplined. High levels of focus and the ability to work with and accurately process large volumes of financial data. Positive attitude and desire to learn. How we will support you Our culture of high performance and innovation relies on our people sharing their knowledge and lifting each other up. You’ll be surrounded by a collaborative global network of talented colleagues who will support and inspire you to do the best work of your career. We believe new and challenging experiences drive personal growth and innovation. With the right challenges, encouragement, and development support you can shape your own career experience. Career paths are multi-directional, and we encourage and support internal mobility to help you identify new opportunities to progress and take control of your future. As a new joiner you’ll be enrolled in our Global Orientation interactive learning experience to set you up for success. Our tailored learning opportunities enable you to acquire the skills you need at your own pace, choosing between courses and certifications best suited to you. Our platform, coupled with access to Linked In Learning Pro, provides the resources to accelerate your professional growth. At MSCI we act in ways that respect all voices, ensuring that everyone can be themselves and feel part of the company. We are committed to fair treatment and equal opportunities to succeed. We have eight MSCI Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola!, MSCI Pride & Allies, Women in Tech, and Women’s Leadership Forum. About MSCI and our teams MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading, research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn about life at MSCI, visit follow us on Linked In and Glassdoor, or join our Talent Community. Note To all recruitment agencies: MSCI does not accept unsolicited CVs / Resumes. Please do not forward CVs / Resumes to any MSCI employee location or website. MSCI is not responsible for any fees related to unsolicited CVs / Resumes. MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email and indicate the specifics of the assistance needed. Note on recruitment scams: We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try to elicit personal information from job seekers. Read our full note on our careers site. Required Experience Key Skills Anti Money Laundering, Dynamics AX, HR & Payroll, Corporate Communications, Instrumentation Engineering, Accident Investigation Employment Type : Full-Time Experience : years Vacancy : 1 #J-18808-Ljbffr

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

#J-18808-Ljbffr

Overview

LevelUP HCS City of Cape Town, Western Cape, South Africa. We are seeking a highly motivated and results-oriented Financial Services Recruiter to join our growing team. In this role, you will play a critical role in identifying, attracting, and recruiting top finance talent to service our clients based in North America.

Responsibilities

• Partner with hiring managers to understand specific needs and develop targeted recruitment strategies for open engineering positions.
• Utilize a variety of sourcing techniques to identify qualified candidates, including online job boards, professional networks, social media platforms, and industry events.
• Screen resumes and conduct phone interviews to assess candidate skills, experience, and cultural fit.
• Manage the interview process, scheduling interviews with hiring managers and coordinating logistics.
• Negotiate offers and compensation packages to attract top talent.
• Build and maintain a strong talent pipeline for future engineering needs.
• Stay up-to-date on the latest engineering trends and technologies.
• Maintain strong relationships with hiring managers and keep them informed throughout the recruitment process.

Knowledge & Skills

• Knowledge and extensive past use of a server-based applicant tracking system.
• Excellent prioritization, writing, and oral communication skills are required.
• Ability to develop business cases and service requirements, while creating and managing strategic alliances.
• Ability to handle sensitive and confidential information appropriately.
• Strong work ethic, communication, and client orientation skills.
• Must have the ability to quickly learn systems, processes, and procedures.
• Must be able to quickly assimilate technical information and build solutions to the optimal balance of meeting business needs, beating competitors, and operating within financial resource constraints.
• Ability to effectively work in a fast-paced, detail-oriented, and deadline-focused environment.
• Advanced knowledge using Microsoft Excel, Word, and PowerPoint.
• Must be Internet and Social Media savvy, specifically with websites such as LinkedIn, Facebook, and Twitter.

Education & Work Experience

• Experience managing the full recruitment lifecycle, either as an Agency Recruiter or Onsite.
• Prior experience recruiting within investment banking or financial services is essential.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Human Resources and Finance

Industries

• Financial Services and Human Resources Services

#J-18808-Ljbffr

Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal

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
  
  

Requirements:

• 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
  
  

Bonus Points For:

• Experience with trusts or group structures
• Working knowledge of eFiling and related SARS platforms
• Exposure to IFRS or IFRS for SMEs
  
  

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

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:

Angelique Jardim

Specialist Recruitment Consultant

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Accounting/Auditing and Finance
• Industries Advertising Services

Referrals increase your chances of interviewing at ExecutivePlacements.com - The JOB Portal by 2x

Get notified about new Financial Accountant jobs in Johannesburg, Gauteng, South Africa .

Johannesburg, Gauteng, South Africa 3 days ago

Kempton Park, Gauteng, South Africa 1 day ago

Bryanston, Gauteng, South Africa 6 days ago

Trainee Accountant (CA) SA (Johannesburg) 2030

Johannesburg, Gauteng, South Africa 13 hours ago

City of Johannesburg, Gauteng, South Africa 2 weeks ago

Johannesburg, Gauteng, South Africa 1 week ago

Sandton, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 1 week ago

Trainee Accountant (CA) SA (Johannesburg) 2029

City of Johannesburg, Gauteng, South Africa 10 hours ago

Randburg, Gauteng, South Africa 3 days ago

Johannesburg, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 11 hours ago

Johannesburg, Gauteng, South Africa 3 days ago

Bryanston, Gauteng, South Africa 6 days ago

Boksburg, Gauteng, South Africa 18 hours ago

Johannesburg, Gauteng, South Africa 13 hours ago

Krugersdorp, Gauteng, South Africa 4 days ago

Midrand, Gauteng, South Africa 4 weeks ago

Johannesburg, Gauteng, South Africa 6 days ago

PwC SATIC Property Accountant(Talent pool)

Johannesburg Metropolitan Area 1 week ago

City of Johannesburg, Gauteng, South Africa 1 week ago

Kempton Park, Gauteng, South Africa 1 week ago

Sandton, Gauteng, South Africa 2 months ago

Johannesburg, Gauteng, South Africa 5 days ago

Johannesburg, Gauteng, South Africa 3 days ago

City of Johannesburg, Gauteng, South Africa 6 days ago

Johannesburg, Gauteng, South Africa 3 days ago

Johannesburg, Gauteng, South Africa 41 minutes ago

Brakpan, Gauteng, South Africa 6 days ago

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

#J-18808-Ljbffr

Role: Expat Financial Services Consultant
Location: Hermanus, Overberg, Western Cape
Salary: TBC

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).

What You Bring:

• 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.

Whether you're ready to advise or support as an intermediary, this is a chance to make a real impact in the lives of expats while growing your career in a values-driven environment.

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: 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

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.

About Electrum

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.

The Role

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

Advantageous for the role:

• 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

What your first six months would look like:

• 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.

What your longer-term business would look like

• 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.

#J-18808-Ljbffr