Financial Services Administrator
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Financial Services Administrator
Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)
Johannesburg North (Fourways area), Gauteng
Salary R15,000- R18,000 per month
We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.
Key Responsibilities:
Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.
New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.
Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.
Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.
General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.
Experience required:
Background: Ideally, you will have experience in financial services, pension or investment administration.
Qualifications: Financial Services-related qualifications are desirable, but not essential.
Skills & Attributes:
Strong organisational skills with the ability to manage multiple tasks.
Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.
Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.
Job Type: Full-time
Pay: R15, R18,000.00 per month
Experience:
Microsoft Excel: 1 year (Preferred)
Job Type: Full-time
Pay: R15 000,00 - R18 000,00 per month
Location:
- Johannesburg North, Gauteng (Preferred)
Work Location: Hybrid remote in Johannesburg North, Gauteng
Financial Services Business Development Consultant
Posted today
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Introduction
EQ-FIN is one of Liberty's
largest and top-performing national partners
, with a strong footprint across South Africa.
Our mission is simple: to help individuals and businesses secure their
financial future
.
Through the
EQ-FIN Academy
, a dedicated business centre, to develop Financial Advisors into industry leaders with world-class training, mentorship, and career growth opportunities.
Your success is our we're committed to helping you reach your full potential
Why Join EQ-FIN?
We provide more than just a job — we offer a career platform that empowers you to grow:
- Reduced administration – focus on clients, not paperwork
- Continuous learning – accredited qualifications up to
NQF Level 8 - Bursaries through our Educational Trust
- Structured, bespoke training to ensure your success
- Leadership development and career progression
- Performance-based rewards – the more you achieve, the more you earn
- Supportive team culture – mentorship, resources, and collaboration
As a
Consultant
, you will:
- Build relationships with individuals and businesses to understand financial needs
- Provide advice on
investments, insurance, retirement planning, and tax solutions - Prospect and develop new client opportunities
- Set up appointments and conduct financial needs analysis
- Develop
customised financial plans
that adapt to changing client goals
- Present and recommend Liberty's financial products and solutions
We're looking for people who are:
- Entrepreneurial and self-driven
- Passionate about people and relationship building
- Energetic, resilient, and motivated
- Open to studying and continuous professional development
Minimum Requirements
- Matric Certificate (
degree desirable
)
- Previous field sales/business development experience (advantageous)
- Transferable Skills
- Own car and valid driver's licence – non-negotiable
- Clear
credit
and
criminal record
Financial Operations Manager- Financial Services
Posted today
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One of my clients that is based in the East Rand is looking for an Operational Financial Manager to join their team. Experience in the Financial Services, Banking industry is not negotiable
Responsibilities:
Analysis
Budgeting
Forecasting
Projects
Implement and improve controls
Strategy
Planning
Process improvement
People management
Qualification/ Skills:
Finance Degree
8-10 years' experience
Operational Finance experience
Team management experience
Projects
Experience in the Financial services/ Insurance industry
Fund management experience
Process improvement
Financial Services Long term Insurance Sales
Posted 5 days ago
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Job Description
Liberty is looking to expand their sales force.
Are U a driven, ambitious individuals who is well connected looking to build a professional practice?
Liberty offers extensive training, mentorship and development.
This is an uncapped commission based role.
No experience needed.
Requirements:
Matric
Tertiary education an advantage
If experienced in the field, all compliance qualifications is a must have
2 years sales experience
Laptop
Drivers License
Own car
Network of clients
Graduate Programme 2026 - BMW Financial Services
Posted today
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Job Description
GRADUATE PROGRAMME 2026 – BMW Financial Services - Midrand, Johannesburg.
BMW Group South Africa is calling on enthusiastic and talented graduates who may be interested in applying for our 2026 Graduate programme. At BMW we build more than just cars, we support upcoming talent who demonstrate potential in our fast-paced and challenging environment. We encourage collaboration and innovation; you will have a voice and the opportunity to bring ideas to life. Grab this excellent opportunity to gain hands-on work experience with an internationally renowned, premium brand. The programme is aimed at graduates who will complete their studies at the end of 2025 or have completed their studies within the past 18 months and are currently unemployed. Graduates will be based in Gauteng at BMW Financial Services in Midrand, Johannesburg.
What to expect from the Graduate Programme?
- On the job practical training in your field of study.
- Technical and leadership skills training.
- Continuous mentoring and coaching.
- Exposure to high levels of collaboration in cross-functional teams.
Please attach your CV, ID copy, Academic Record, Qualification certificate, Matric Certificate, or any relevant Certificates for your qualification as part of your supporting documents when applying.
Qualifications:
A university degree or higher with an average pass mark of 65% in the following career streams:
- B.Com.
- B.Com Finance.
- B.Com Internal Auditing.
- B.Com Accounting.
- B.Com Investments.
- Computer Science/Information Systems/IT degree.
Skills and Competencies:
- Conceptual and analytical thinker.
- Team player.
- Resilient.
- Results-focused.
- High learning agility.
- Effective communication.
- Adaptability.
- Computer Literacy.
- Attention to detail.
- Self-starter.
All appointments will be made in line with the divisional strategy and requirements of the programme.
Closing date: 21 October 2025.
Graduate Programme BMW Financial Services
Automotive
Midrand
South Africa
Legal entity:
BMW Financial Services (South Africa) (Pty) Ltd.
Location:
Midrand
Job field:
Training
Job ID:
Publication date:
Talent Programs
Full-time
Financial Services Long term Insurance Sales
Posted today
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Enjoy high earning potential, flexable schedule and the reward of helping others achieve financial goals and build a professional career? Liberty is looking to expand their sales force. Are U a driven, ambitious individuals who is well connected looking to build a professional practice? Liberty offers extensive training, mentorship and development. This is an uncapped commission based role. No experience needed. Requirements: Matric Tertiary education an advantage If experienced in the field, all compliance qualifications is a must have 2 years sales experience Laptop Drivers License Own car Network of clients
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