664 Independent Financial Adviser jobs in South Africa

We are seeking Financial Advisers to join our growing Service Pay Team, which allows you to "write your own cheque" as it has a lucrative commission structure.

Service Pay (PTY) LTD is privately owned and based in Durban, Umhlanga, however, advisers can work remotely and outside of Kwa-Zulu-Natal region, within South Africa.

No extensive experience is required as you will be mentored by qualified advisers and training will be provided.

We are looking for someone with the following criteria:

Professional & Confident

Quick learner

Strong personality with the ability to build rapport easily.

Minimum requirements:

Matric

12 months experience in sales

RE 5 qualification (if applicable)

Understanding of the Financial Insurance industry

Class of Business certificates (if applicable, if you have been in the financial service industry)

Own transport

Laptop or Tablet is compulsory

Own Data/minutes (out of the office)

No criminal record

Not under debt review

Responsibilities

The role involves Policy and Benefit reviews to identify client needs and ensure that clients are always aware of product enhancements that may benefit their existing or new need. The adviser will need to also conduct a Financial Needs Analysis and/or clients risk appetite before recommending any changes to their existing portfolio.

Please email your CV to if you meet the minimum requirements and we will contact you to set an interview. If you are not based in the KZN region, interviews can be done via Microsoft Teams.

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

1. Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

1. Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancellations or surrenders within the defined market.

1. Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client's full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually by undertaking the above steps.

1. Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

1. Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

Sanlam Financial Adviser : Independent Solutions Unit - Pretoria

Date : 29 Jan

Location : Pretoria, Gauteng, ZA

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realize their worth.

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

1. Assist in growing the Sanlam Adviser Business
2. Be committed to the marketing plans and targets set for growing and developing the business.
3. Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
4. Undertake relevant behaviours to attain targets relating to revenue generation, activity quotas, and promoting the Sanlam brand.
5. Treat customers fairly in all client engagements.

• Networking, prospecting and leads generation through face-to-face interactions, social or business events.
• Prospecting of new clients through creative opportunities.
• Strengthening existing relationships by increasing current service levels.
• Mining existing client base to identify marketing gaps and sales opportunities.

• Ensure all client interactions are compliant with disclosures and advice given.
• Conduct financial needs analysis using relevant e-tools.
• Provide sound personal financial planning advice.
• Review clients' portfolios annually.

• Ensure all client interactions are ethical, courteous, and professional.
• Strive for excellent, value-added service to clients.

Document and report weekly/monthly contact details, appointments, and consultations. Update client records regularly.

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements
• Regulatory Examination completed if registered with FSCA for over 24 months

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

• Effective communication
• Tech-savvy
• Action-oriented
• Interpersonal skills
• Persuasiveness

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

The Sanlam Group is committed to transformation and embracing diversity.

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

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SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive

Accountant (Financial Services)

Recruiter:

Network Recruitment

Job Ref:

NFR006823/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
  
  

• 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
  
  

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

• Seniority level Mid-Senior level

• Employment type Full-time

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

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• ✔️ 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.  

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!

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.