Financial Services - Operations
Posted 18 days ago
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Job Description
A well established financial institution is seeking to hire a Commission and Data Reporting Officer.
Your education and duties of the following will enable you to move forward in the screening process:
Education:
National Education: Senior Certificate (Matric) required
Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field
Experience :
- Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
- Previous exposure to or familiarity with business reporting tools or platforms is advantageous.
Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.
Skills
- Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
- Attention to Detail: High level of accuracy in handling reporting-related information.
- Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
- Process Coordination: Skilled in managing and improving routine reporting processes.
- Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
- Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
- Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
- Attributes
- Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
- Client centric mindset
- Mature and positive attitude
- Self-starter and self-motivated
- Team player
- Professionalism
- Integrity
- Highly proactive
- Confident
Financial Services Administrator
Posted today
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Job Description
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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Job Description
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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Job Description
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 Manager: Financial Services- Pretoria
Posted today
Job Viewed
Job Description
Job Summary
- The Financial Manager is responsible for overseeing all financial activities, ensuring the financial health of the organisation, and providing strategic guidance to senior management.
- This role involves managing financial planning, reporting, budgeting, compliance functions, working capital, process optimisation, internal controls, pricing strategies, and production cost monitoring to optimise financial performance.
Responsibilities and Duties
- Develop and implement financial strategies aligned with business goals
- Conduct financial analysis and modelling to assess risks and opportunities
- Prepare and present financial forecasts and reports to senior management
- Assist the Finance Executive and lead the annual budgeting process with input from department heads
- Monitor budget performance and provide variance analysis with recommendations
- Revise forecasts to reflect changing business conditions
- Ensure accurate and timely preparation of financial statements (monthly, quarterly, annual)
- Oversee financial report consolidation across business units
- Maintain compliance with accounting standards and regulatory requirements
- Manage cash flow and ensure adequate liquidity for operations
- Develop cash flow forecasts and optimise working capital
- Monitor receivables, payables, and inventory to improve cash cycles
- Identify financial risks and implement mitigation strategies
- Ensure adherence to internal controls, policies, and regulations
- Coordinate and support internal and external audits
- Manage capital expenditure projects in line with strategic goals
- Monitor ROI and performance of key investments
- Develop and manage competitive, profit-focused pricing strategies
- Ensure pricing accuracy and maintain pricing controls
- Develop and maintain cost control systems and procedures to monitor organisational expenditure
- Analyse operational and overhead costs to identify inefficiencies and recommend improvements
- Ensure cost allocations are accurate and aligned with business activities
- Review and enhance financial processes for efficiency and accuracy
- Implement best practices and innovative solutions across teams
- Design, implement, and update internal control systems
- Train staff on control procedures and ensure compliance
- Lead and mentor the finance team to drive continuous improvement
- Conduct performance reviews and support professional development
- Communicate financial insights to non-financial stakeholders
- Prepare board presentations and align finance with organisational goals
Qualifications and Skills
- Bachelor’s degree in Finance, Accounting or a related field
- Professional certification (CA(SA))
- 5 – 7 years’ experience in a financial management role
- Extensive knowledge of financial management principles and practices
- Understanding of the industry and its financial dynamics
- Familiarity with financial regulations, compliance standards and risk management
- Proficiency in financial software and tools
- Strong leadership and team management skills
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
- Strategic thinking and ability to influence decision making
- High attention to detail and organisational skills
- Bilingual (Afrikaans and English) (advantageous)
- Valid Driver’s License (Code 08)
- Willing to travel
Closing Date 21 November 2025
- Accounting / Financial Services jobs
Financial Services Long term Insurance Sales
Posted 6 days ago
Job Viewed
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
Job Viewed
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
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Graduate Programme 2026 - BMW Financial Services
Posted today
Job Viewed
Job Description
- 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.
- Accounting / Financial Services jobs
Independent Financial Services Sales Agent: Carletonville
Posted today
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Job Description
Job Purpose
- iMas Insurance Brokers is looking for Independent Financial Services Insurance Sales Agent within the Klerksdorp areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently.
Job Specifications
iMas Insurance Brokers provides you the benefit of:
- A well-established and reputable brand in our target market
- A lucrative commission split
- Compliance and admin office support
- Infrastructure to support sales activities
- Multiple product offerings
- Comprehensive financial wellness training programme
- Focusing on well-established networks in the retail mass market sectors
Minimum requirements
Our Independent Broker must comply with the minimum qualification and experience:
- Matric
- A tertiary qualification (advantageous)
- FSCA recognized qualification, as per FAIS requirements (advantageous)
- Regulatory Exam for Representatives (RE5) (advantageous)
- Minimum 1 year sales experience in the life insurance industry
- Clear ITC
- Clear criminal record
- Valid drivers license (advantageous)
- Sales / Retail / Business Development jobs
Tax Auditor III (Financial Services) (10597)
Posted today
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Job Description
Job Purpose
- To independently plan and conduct complex audits across multiple CIT and direct tax types within multiple periods and multiple risks, understanding the risk implications across other tax types, in compliance with all legislative requirements.
Education and Experience
Minimum Qualification & Experience Required
- Relevant Bachelor's Degree / Advanced Diploma (NQF 7) AND 5-7 years tax audit experience in Corporate Income Tax, specialised financial products, corporate restructurings, taxation experience in long term insurance, non-life insurance and banking; and mergers & acquisitions transactions environment, of which 2 – 3 years at functional specialist level.
ALTERNATE:
- Senior Certificate (NQF 4) AND 10 years tax audit experience in Corporate Income Tax, specialised financial products, corporate restructurings, taxation experience in long term insurance, non-life insurance and banking; and mergers & acquisitions transactions environment, of which 2 – 3 years at functional specialist level.
Job Outputs:
Process
- Be observant and engage on possible violations of procedures and standards of conduct and escalate where necessary.
- Effectively utilise resources allocated to the job in order to perform contracted work outputs and report on and escalate any shortfalls.
- Plan and conduct multiple tax audits on a risk profile basis to ensure compliance to the relevant acts.
- Lead, plan and conduct full scope (integrated) audits to ensure compliance and report on findings and recommendations.
- Plan and organise own work tasks within area of work.
- Identify and resolve queries and problems timeously, apply discretion in line with process guidelines provided.
- Execute specialist input through investigation &opportunities within the product process including risk concern.
- Provide specialist input through the investigation of opportunities for operational and process product and risk optimisation.
- Plan for value-added process improvements, initiatives and services to deliver on operational strategy and objectives.
- Correctly apply policies, practices, standards, procedures and legislation in the delivery of work outputs.
- Draw on own knowledge and experience to diagnose symptoms, causes and possible effects in order to solve emerging problems.
- Initiate process and procedural change, implement the change and provide guidelines and support related to new requirements as a result of the change.
- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
- Apply practical and applied knowledge and act authoritatively on methods, systems and procedures to identify trends and potential risks.
- Communication of situational interpretation and judgement of work outputs and queries in area of specialisation
Governance
- Implement and provide input into the development of governance, compliance, integrity and ethics processes within area of specialization
People
- Develop and maintain productive working relationships with peers and team members to achieve predefined objectives.
- Search for, integrate and share new knowledge attained through formal and informal learning opportunities in the execution of your job.
Finance
- Adhere to organisational policies and procedures to ensure cost effectiveness and reduction of financial costs
Client
- Plan, conduct and lead full scope (integrated) audits to ensure compliance and report on findings and recommendations.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Provide authoritative, specialist services, expertise and advice to internal and external stakeholders.
Behavioural competencies
- Fairness and Transparency
- Analytical Thinking
- Accountability
- Conceptual Ability
- Drive for Results
- Persuasion Ability
- Trust
- Respect
- Honesty and Integrity
- Problem Solving and Analysis
- Analytical Thinking
- Attention to Detail
- Organisational Awareness
- Building Sustainability
Technical competencies
- Functional Policies and Procedures
- Reporting
- Analysis and Interpretation of Financial
- Business Knowledge
- Audit Methodology
- Quality Orientation
- Customer Liaison
- Problem Analysis and Judgement
- Planning and Organising
- Business Acumen
- Risk Identification
- Accounting / Financial Services jobs