136 Grindrod Bank jobs in South Africa

Administrator (Financial Services)

East London, Eastern Cape Abantu Staffing Solutions

Posted today

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Job Description

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
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Financial Services Recruiter

LevelUP HCS

Posted 4 days ago

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Job Description

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
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Accountant (Financial Services)

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 26 days ago

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Job Description

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

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Financial Services Consultant

Hermanus, Western Cape AF Consulting

Posted 6 days ago

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Job Description

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.

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Administrator (Financial Services)

East London, Eastern Cape Abantu Staffing Solutions

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

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
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Administrator (financial services)

East London, Eastern Cape Abantu Staffing Solutions

Posted today

Job Viewed

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Job Description

permanent
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
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Financial Services Manager

PEP

Posted 10 days ago

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Job Description

permanent

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.



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Account Executive - Financial Services

Cape Town, Western Cape Electrum Payments

Posted today

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Job Description

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.
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Financial Services Business Analyst

RecruitMyMom

Posted today

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Job Description

Job Description
We're seeking a Business Analyst with management consulting expertise, ideally in finance or insurance, to drive key client engagements. Be part of a culture that fosters lasting client relationships built on trust, delivering consistent results over time. Strategic implementation that brings tangible, sustainable results across various sectors. Please note: This role may start as a 6-month fixed term contract with the potential to become a permanent role.

Responsibilities:

  • Engage effectively with clients to understand their needs and priorities
  • Articulate, define and deliver against the requirements of the client
  • Support programme management processes and tools
  • Understand organisational leadership structures
  • Assist in stakeholder and issue identification
  • Develop structured approaches to assigned problem areas
  • Contribute to identification of key insights and findings
  • Coordinate effectively with support staff and client teams to deliver outcomes
  • Analyse client business and organisational issues with minimal supervision
  • Communicate client requirements clearly to project leadership and contribute to fact base development
  • Apply relevant analytical tools and techniques with confidence
  • Conduct independent analysis and identify key implications
  • Assist in developing actionable recommendations
  • Conduct structured interviews and actively listen
  • Produce clear, effective business writing and summaries
  • Communicate information accurately and succinctly


Requirements
  • Completed BA or Bcom degree in Business administration, Computer science or related field
  • A minimum of 3 years' + of experience in an Analyst role
  • Understanding of the Microsoft Power Platforms product suite with advanced Power BI capabilities
  • Experience in presenting work confidently in team and formal settings
  • Ability to contribute meaningfully to team discussions
  • Experience with project management methodologies (e.g. Agile, Waterfall, etc.).
  • Strong analytical and problem-solving skills.
  • Excellent communication skills- written and verbal
  • Ability to work in a fast-paced, cross-functional environment.
  • Knowledge of business process modeling and flow-charting techniques
  • Respond positively to coaching and collaborate with peers
  • Maintain awareness of the importance of continuous client communication
  • Build rapport with client peers
  • Ability to work alongside teams within the business or the management team to establish business needs
  • High EQ/ interpersonal skills


Benefits
  • Great company culture
  • Potential growth
  • Death and Disability cover contribution
  • Provident Fund contribution
  • 13th cheque depending on individual and company performance
  • 20 days annual leave
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SATIC - Financial services Lawyer

Johannesburg, Gauteng PwC South Africa

Posted 3 days ago

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Job Description

Overview

Direct message the job poster from PwC South Africa

Role and Key Responsibilities

You will join as a Senior Associate and contribute to the team’s expansion. The role includes:

  • Drafting, reviewing and negotiating a range of financial contracts (including ISDA, CSA, GMRA, GMSLA, Prime Brokerage Agreement, MRA, MSFTA, etc.)
  • Following a predefined approach to negotiations / review
  • Managing escalations of complex cases, ensuring the right SME insight is obtained and cases are brought to a resolution
  • Checking legal documentation for quality, consistency and content
  • Client outreach activities across several different regulations and document types
  • Supporting customer service activities and supporting junior members of the team handling complex or difficult client situations
  • Case and documentation review - analysing legal and other documents to identify key facts, anomalies, etc, for categorisation and digitisation
  • Managing your own workload, including reporting on progress and issues. Developing the ability to be agile and support a range of client/projects
  • Identifying opportunities for efficiencies and taking action to implement them
  • Supporting clients in the negotiation and execution of a range of lending transactions and developing contract negotiation playbooks for clients
  • Supporting clients with leverage technology enabled workflows to support contract preparation, negotiation and execution. Business development, including building overtime a network of referrers within PwC as well as developing direct client relationships
Essential skills / Requirements
  • Excellent academic background. Experience of negotiating financial services contracts, either as an in-house lending lawyer at a bank or other financial institution or at a leading law firm
  • Good working knowledge of ISDA, CSA, GMRA, GMSLA, Prime Brokerage Agreement, MRA, MSFTA etc and current market practice
  • Experience in drafting, negotiating, reviewing and assessing a wide range of financial services legal documents including ISDA, CSA, GMRA, GMSLA, Prime Brokerage Agreement, MRA, MSFTA and ancillary documents
  • Strong knowledge of the financial services regulatory space as it impacts banks, insurers, funds, asset managers and other financial institutions
  • Excellent communication skills and a positive “can do” attitude - ability to achieve goals through teamwork, direct and indirect influence and collaboration. Primarily a team player but also able to work under own initiative. Clear, articulate and confident in written and verbal communication skills
  • Proven analytical and sceptical mindset with an ability to develop solutions to technical problems
  • Ability to meet tight deadlines and to thrive in a fast-paced environment
  • Ability to use initiative and a willingness to embrace innovation and continuous improvement
  • Ability to work both autonomously and as part of a team as and when required
  • Ability to harness new technology to deliver better services, faster
  • Ability to lead, coach and manage junior team members and provide quality assurance and control
  • Excellent written and verbal communication skills
  • Good knowledge of the MS Office Suite
  • Self-starter and motivated to succeed

The successful candidate(s) will be energetic, enthusiastic and keen to embrace the challenge of turning their hand to many different types of corporate work.

Training

You will be upskilled to handle transactions governed by the laws of England and Wales through comprehensive training in the ways of working in delivering financial services work.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Legal, Consulting, and Finance
Industries
  • Business Consulting and Services, Legal Services, and IT Services and IT Consulting

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