85 Retirement Planning jobs in Johannesburg
Accountant (Financial Services)
Posted 7 days ago
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Overview
Location: Johannesburg, South Africa
Date posted: Monday, August 4, 2025
Job Ref: NFR /Angie
Recruiter: Network Recruitment
Are you a qualified Accountant with completed SAICA or SAIPA articles and solid experience in the Financial Services industry? We are actively searching for top-tier finance professionals who have honed their skills in high-performance environments and are ready to take the next step in their careers.
Summary: Accountant (Financial Services)
Qualifications- Completed articles (SAICA or SAIPA)
- Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
- Strong technical accounting, reporting, or regulatory knowledge
- Ambitious, detail-oriented professionals with a passion for excellence
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industries: Advertising Services
How to apply: If you are interested in this opportunity, please apply directly. For more finance jobs, please visit the site. 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 Angelo (Angelique) Jardim, Specialist Recruitment Consultant.
#J-18808-LjbffrAccountant (Financial Services)
Posted 7 days ago
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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:
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
- 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
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 Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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Get notified about new Financial Accountant jobs in Johannesburg, Gauteng, South Africa .
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#J-18808-LjbffrSolutions Architect - Financial Services
Posted today
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Solutions Architect - Financial Services
Lumenalta, City of Johannesburg, Gauteng, South Africa
What You’ll DoAs a Solutions Architect, you’ll be a trusted advisor and technical authority for all solution design in this domain. You’ll work alongside engineering leads, product teams, and system integrators to architect and govern solutions that are scalable, secure, and cost-efficient.
- Develop and articulate current-state and future-state architectures, both logical and physical.
- Define and govern solution patterns, ensuring compliance with architectural standards and enterprise strategy.
- Partner with product teams to evaluate emerging technologies and introduce them effectively into the platform.
- Provide architectural guidance throughout the delivery lifecycle, from ideation to implementation.
- Represent architecture in governance forums, contributing to reviews and ensuring quality assurance.
- Work with stakeholders across functions, building strong relationships to influence business and technology outcomes.
- Contribute to transformation roadmaps and help shape long-term technology direction.
- Participate in vendor selection processes, including drafting and assessing RFI/RFP responses.
- Question the status quo and champion innovative approaches to drive better outcomes.
- Proven experience in a Solutions Architect role, ideally within financial services or regulated environments.
- Strong understanding of end-to-end credit processes, with exposure to e-commerce or retail credit models.
- Practical experience governing solutions within an architectural function.
- Excellent communication and stakeholder management skills with the ability to influence outcomes.
- Ability to plan and rationalize project goals from limited information, delivering holistic designs.
- Awareness of IT industry trends and a technology-neutral mindset to identify best-fit solutions.
- Decisiveness and confidence when presenting solutions and guiding delivery teams.
- AWS experience, ideally with AWS Certified Solutions Architect certification.
- Familiarity with business domains such as finance, procurement, HR, security, or logistics.
- Broad understanding of modern techniques and tooling, including API-first design, Cloud Native, containerization, and PaaS on AWS, Azure, or GCP.
- Experience working with Agile product teams while governing architecture in a way that supports continuous delivery.
What it’s like to work at Lumenalta
Seniority level- Director
- Full-time
- Engineering, Information Technology, and Consulting
- IT Services and IT Consulting
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#J-18808-LjbffrSATIC - Financial services Lawyer
Posted 12 days ago
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Direct message the job poster from PwC South Africa
Role and Key ResponsibilitiesYou 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
- 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.
TrainingYou 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
- Full-time
- Legal, Consulting, and Finance
- Business Consulting and Services, Legal Services, and IT Services and IT Consulting
Financial Services Office Manager
Posted 13 days ago
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Location: Roodepoort - Office Based
Role: Office Manager
Company: A leading privately owned financial services company boasting 20 years success in the industry. The role of Office Manager is newly created due to the phenomenal growth of the company.
This position offers a unique opportunity to take ownership of a newly created role! The successful candidate will develop office policies and procedures and implement such to ensure the smooth running of this fast-paced business.
Although the company has enjoyed tremendous success over the past 20 years, they have a very entrepreneurial culture and encourage innovation and creativity. To be successful in this role you should have the following traits, skills, and experience:
- 2 - 5 years in office administration which could include Personal Assistant role.
- Relevant Diploma, Degree or certification.
- Super Organized and extreme use of initiative.
- Outstanding communication and interpersonal skills.
- Fun and outgoing personality but professional.
- Proficient in MS Office including Word, PowerPoint, and Excel.
- Loves to take charge (in a nice way).
- Management of office budget.
- Management of office support staff.
- Scheduling meetings, maintaining calendars, and assisting with travel arrangements.
- Ordering of equipment and organizing of events.
- Essentially, a jack of all trades and love it!
R 35 000 - R 40 000 - Monthly
#J-18808-LjbffrManager Financial Services Johannesburg
Posted 13 days ago
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Job Description
BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.
Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
Duties & ResponsibilitiesLeadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
- Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
- Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.
Business Planning
- Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
- Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
- Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.
Stakeholder Engagement (Internal and External)
- Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
Promoting Customer Focus
- Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
Organizational Capability Building
- Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
- Coach and mentor others to support the development of the organization's talent pool.
Compliance
- Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
- Drive the application of good governance principles and legislative compliance within the environment.
Performance Management
- Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Personal Capability Building
- Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
- Sell complex, often customized products and services to significant customers and/or manage a significant sales department.
General Education
- Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)
General Experience
- 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)
Managerial Experience
- 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)
Financial Services Sales Administrator
Posted 13 days ago
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Job Description
Reference: JHB -HLG-1
Location: Roodepoort - Office based.
This privately owned company is a leading player in the financial services industry. They are looking for a Sales Administrator who will report to the Head of Sales (also a shareholder in the business) and support him in all aspects of sales administration. The company offers a secure role within a fast-paced, forward-thinking, and innovative environment.
The successful candidate should have strong sales administration skills gained within a business-to-business (as opposed to business-to-consumer) financial services company.
Additionally, you should have a matric certificate and ideally an RE5 qualification.
You should be self-managed with strong use of initiative.
Skills required are excellent analytical skills, good numeric/statistical skills, and enjoyment in researching.
You should possess excellent English (written and verbal) with the ability to interact with both internal and external stakeholders at all levels, especially senior executive level.
Specific traits for the role include but are not limited to the following:
- Problem-solving mindset
- Proactive
- Good use of initiative
- Highly organized
R 15 000 - R 25 000 - Monthly
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Junior Accountant (Financial Services)
Posted 17 days ago
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- BCom Accounting / Finance Degree (completed or in progress towards articles/CA(SA) advantageous)
- 12 years accounting experience in financial services (insurance, banking, asset management, or related)
- Proficient in Excel and accounting software (e.g. Pastel, CaseWare, or similar)
- Strong understanding of financial reporting, reconciliations, and general ledger processes
Whats On Offer:
- Opportunity to join a leading financial services business with excellent career growth prospects
- Exposure to regulatory reporting, financial analysis, and month-end processes
- Mentorship and support from senior finance professionals
- Competitive salary and benefits package
If youre passionate about building a career in finance and want to be part of a company that values learning, innovation, and professional development, then wed love to hear from you!
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
Financial services office manager
Posted today
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Consulting - Strategy: Manager (Financial Services)
Posted today
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- Full-time
- Supports the Senior Manager on delivery of designated engagement / project, managing the implementation of the agreed deliverables
- Tracks outputs against Service Level Agreement and reports to Senior Manager on any unforeseen issues arising
- Seeks to identify additional sales opportunities in client business
- Assists in the preparation of proposals/tenders and presentations on request
- Is a support resource in planning of sales presentations and client negotiation teams for new and retained business
- Develops market network in business and builds relationships that generate leads
- Builds relationships across Deloitte service lines to understand broader offerings and seeks opportunities for cross-selling
- Generates innovative solutions on projects / engagements in collaboration with team members to enhance / renew service offerings to client
- Demonstrates an industry focus across one or more industries
- Manages day-to-day deliverables of team onclient engagements / projects
- Proactively identifies client service and technical issues and implements resolutions to address these
- Meets regularly with client and client teams to understand issues, anticipate needs and address these
- Communicates need for any changes in engagement / project plan to Senior Manager for discussion with Engagement sponsor / client
- Provides ongoing communication to teams on status of engagement / project, changes, achievements, etc.
- Builds network of relationships across Deloitte to understand other service line offerings and to market own functional area
- Establishes and maintains good working relationships with external clients across industries
- Participates in thought leadership process and shares functional and industry knowledge and expertise with clients, colleagues and teams
- Keeps Senior Manager updated on status of engagement
- Develops productive working relationships with client teams
- Experience with a Tier-One Professional Services Firm and/or leading blue-chip organisation in related industry vertical
- 5-8 years working experience including 5 years in a client facing as well as 3 years in a management role with a focus on digital transformation
- Working experience and deep working knowledge of primary industry
- Proven experience in 1/more of the customer domains of Sales, Service, Marketing and Commerce
- Experience leading and managing multidisciplinary project teams to deliver tailored strategic solutions across or in chosen industry verticals
- Minimum of 8 years deep functional knowledge in one or more of the following areas: Corporate strategy, operating model, data and analytics, Digital Marketing, Route to Market, Revenue Growth Management, Digital Commerce.
- Bachelor's qualification in Finance, Accounting, Information Systems, Computer Science, Engineering or related
- MBA or Masters in the relevant field of study is a definite advantage
Deloitte provides industry-leading audit and assurance, tax and legal, consulting, financial advisory, and risk advisory services to nearly 90% of the Fortune Global 500 and thousands of private companies. Our professionals deliver measurable and lasting results that help reinforce public trust in capital markets, enable clients to transform and thrive, and lead the way toward a stronger economy, a more equitable society and a sustainable world. Building on its 175-plus year history, Deloitte spans more than 150 countries and territories. Learn how Deloitte’s approximately 457 000 people worldwide make an impact that matters at
About the Division
Innovation, transformation and leadership occur in many ways. At Deloitte Consulting, our ability to help solve clients’ most complex issues is distinct. We deliver strategy and implementation, from a business and technology view, to help lead in the markets where our client's compete.
Our professionals help clients identify and solve their most critical information and technology challenges, including strategy, procurement, design, delivery and assurance of technology solutions.
Our professionals need to have the acumen to handle complex situations and multiple responsibilities simultaneously, balancing long term projects with the urgency of immediate operational demands. We are committed to establishing and empowering the firm by establishing an environment of continuous learning and enriching career opportunities.
Discover your future career inDeloitte Consulting’s Strategic Advisory business. Our multidisciplinary team spans across the continent and combines strategic foresight with rigorous analysis to drive growth, manage risks, and enhance industry performance.
We empower our clients to navigate complex challenges and uncover opportunities to create value and competitive advantage while also building organisational trust and resilience for the long run.
We look for the best talent to co-create dynamic Strategy & Business Design that enables strategy-led transformation, we help clients build, transform and protect value, be it financial, economic, social, environmental, or cultural.
Our specialists' harness deep insights on market size, competitive landscape and evolving of the dynamic trends on our continent, responding to the client’s business growth.
Main Purpose of Job
Roles and responsibilities:
Client Delivery for FSI
Engagement Leadership
Experience Required
Relevant Strategic Advisory Competencies
Qualification Required
At Deloitte, we want everyone to feel they can be themselves and to thrive at work—in every country, in everything we do, every day.We aim to create a workplace where everyone is treated fairly and with respect, including reasonable accommodation for persons with disabilities. Weseek to create and leverage our diverse workforce to build an inclusive environment across the African continent.
Note: The list of tasks / duties and responsibilities contained in this document is not necessarily exhaustive. Deloitte may ask the employee to carry out additional duties or responsibilities, which may fall reasonably within the ambit of the role profile, depending on operational requirements.
Don’t provide your bank or credit card details when applying for jobs.
It is strictly against Deloitte policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Deloitte will ask candidates to pay a fee at any time.
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