financial services representative jobs in Brackenfell

Job Purpose iMas Insurance Brokers is looking for Independent Insurance Sales Agent within Bellville and surrounding 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...

Job Advert Summary Are you a detail-oriented professional with a passion for numbers and finance? We're looking for a skilled Financial Accountant to join our team. As a Financial Accountant, you'll play a crucial role in managing our financial records, analyzing data, and ensuring compliance with accounting standards. If you have a strong analytical mindset, excellent problem-solving skills,...

You will be responsible for the following but not limited to:Acquiring new business Implement sales strategies aligned to meet sales targets Maintaining excellence in customer relations Cold Call and generate leads Excellent product knowledge Effective customer service skills Expert knowledge of sales territories and how to attract business Analysis of market trends Generate sales...

Job Summary:Key Responsibilities:- Identify and develop new business opportunities through cold calling, networking, and inbound leads.- Visit commercial customers to assess plumbing needs and present service solutions.- Prepare and deliver customized sales proposals and service quotes.- Close sales and achieve monthly and quarterly sales targets.- Maintain strong relationships with existing...

Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; - Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups; - Filing, capturing client data, updating...

The focus will be to follow the processes and procedures to execute client requests and instructions. The role requires high levels of engagement with clients, distribution partners and service providers. The post holder is required to contribute in a positive manner to the team with an aim to achieve overall objectives and deliver an excellent customer experience. This role is critical in...

My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; - Assisting the financial advisor in his job servicing existing clients as...

(eng= Sales Representative Full-time office position Salary: R15,000 - R commission Location: Bellville Working Hours: 11:00 – 20:00 Start Date: As soon as possible About the Client Join a progressive, client-focused financial services company that helps South Africans regain control of their finances. They provide innovative solutions for debt reduction, consolidation, and protection while...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability...

Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African...

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries...

The big Picture We will trust you to: - Involved in the process of preparing the financial statements. - Preparing the draft tax calculations - iXBRL filing in the UK and Ireland - Maintaining the STAT ledger for local reporting requirements - Assistance in the external audit process - Monthly balance sheet reconciliations - Managing a team and reviewing their work - Any adhoc accounting...

Recruiter: CapitalH Job Ref: Date posted: Saturday, November 1, 2025 Location: Durbanville, South Africa SUMMARY: POSITION INFO: Our client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience. You'll deliver best-in-class service across channels, resolve queries swiftly, and support...

Title of Position Director: Residential Services Post Number 4089 Faculty/Department University of the Western Cape -> Deputy Vice-Chancellor: Student Development & Support -> Residential Services Type of Position Permanent - Full Time Length of Contract Period Location Main Campus - Bellville, WC ZA (Primary) Closing Date 30/1/2026 Role Clarification & Key Performance...

Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries...

(eng= Sales Representative in Bellville Be part of something special – grow with the Bellville team Our client, a leading name in the financial services industry, has an established branch in Bellville, Western Cape – and they are looking for energetic Sales Consultants to join their growing team If you are enthusiastic, enjoy working with people, and want to take control of your own income,...

Key Duties and Responsibilities: - Ensuring that clients due diligence is collected to the appropriate standard in line with our internal policies and procedures. - Conduct Periodic Reviews, record any deficiencies and generate action points for remediation. - Conduct client screening using our screening system and open-source searches. - Monitor and analyse the results of the automated ongoing...

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability...

A well established international financial services concern with offices in Somerset West is seeking a Compliance Monitoring Officer who will plays a crucial role in protecting the company by ensuring the company’s Policies, Procedures and Controls (P,P&Cs) are in line with all relevant regulations and laws. As the Compliance Monitoring Officer, you will conduct sampling to ensure the company...

The big Picture This position requires a proactive individual who can respond promptly to tasks and inquiries from the client while maintaining a structured approach to project management. It offers a unique opportunity for personal growth, innovation, and the introduction of process improvements. Perfect for someone who thrives in a fast-paced, evolving environment, this role is ideal for a...