Financial Services Consultant jobs in Centurion

Job Advert: Client Servicing Consultant (Administration) Location: Centurion Job Overview We are looking for a Client Servicing Consultant (Administration) to join our team. The ideal candidate will be responsible for assisting clients, supporting our consultants, and managing all administrative tasks across our Health, Wealth, and Short-Term insurance services. Key Responsibilities: - Submit...

Hello Group is seeking to appoint a dedicated Customer Service Consultant to join our Call Centre Department. The Customer Service Consultant will be responsible for managing both inbound and outbound calls. This role involves handling customer inquiries, verifying and requesting source of funds documents, and accurately capturing detailed information into the bank's ticketing system....

Overview We are recruiting for a Private Sector IT Sales Consultant role. Responsibilities include identifying new business opportunities, building client relationships, and contributing to the growth of company revenue. The role focuses primarily on selling ICT solutions and services to private sector clients, as well as a range of hardware and software IT products. Key responsibilities -...

About the job Key Account Manager - Financial Services Are you a relationship-driven professional with a passion for account management and client service? A well-established company specialising in employee financial wellness solutions is looking for a Key Account Manager to join their team in Centurion, Lyttelton. About the Role: As the Key Account Manager, you'll be the primary point of...

A leading financial services firm in South Africa is seeking an experienced Legal Counsel to provide comprehensive legal support. The ideal candidate will have between 3-5 years of post-admission legal experience in investment management, excellent drafting skills, and knowledge of financial regulations. Responsibilities include managing legal documentation, monitoring risks, and advising...

A financial services provider in South Africa seeks a qualified legal professional to provide business-focused legal advice and support to its retail businesses. The successful candidate will handle contract drafting, monitor regulatory developments, and work closely with compliance teams. Ideal applicants should possess an LLB degree, substantial legal experience particularly in the financial...

A financial services provider is seeking a Service Specialist in Centurion to enhance client experience by providing high-quality service. The role involves responding to client inquiries, resolving complaints, and collaborating with teams to ensure client satisfaction. Candidates should hold a Grade 12 certification, have experience in financial services, and possess strong problem-solving...

A financial services corporation is seeking a Lead IT Business Analyst permanently in Centurion. The ideal candidate should have 5+ years of experience in business analysis within the financial services industry, along with strong leadership skills. Responsibilities include defining methodologies for business analysis, managing the BA team, and facilitating workshops. This position offers a...

A financial services provider in Centurion is seeking a Compliance Assistant responsible for monitoring compliance with regulations and internal policies. Key duties include assisting in policy development, investigating compliance issues, and preparing reports for management. Ideal candidates should have at least 2 years of experience in compliance functions, strong Microsoft Office skills, and...

Customer Service Consultant - Fraud and Risk Join to apply for the Customer Service Consultant - Fraud and Risk role at Hello Group Hello Group is seeking to appoint a dedicated Customer Service Consultant to join our Fraud & Risk Department. This role is critical in ensuring customer concerns related to security, suspicious activity, and account irregularities are handled professionally,...

- FAIS required qualifications (preferably RE5 and COB3) - 3-year diploma or degree in Financial Planning, Business, Finance, or Economics minimum NQF level 5 (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 3 years' sales experience in the life insurance industry - Must be fit and proper Duties and Responsibilities: - Engage with prospective clients to highlight...

About us Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to other products. JUNIOR FINANCIAL PRODUCT...

Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Key performance areas:Health servicing oServicing the sales consultant’s clients Wealth servicing oServicing the sales consultant’s clients Short term servicing oServicing the sales consultant’s clients KPI’s to be determined on a quarterly basis at the...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

Employment Type: Fixed -Term (12 months) Position Purpose: The successful incumbent will be trained in a Customer Service role and will be expected to develop a solid understanding of medical aid processes, member benefits, claims processes and query resolution, gaining the ability to work independently and effectively within the role. Experience: This is an on-the-job training role. While up...

A financial services group is looking for a Service Specialist to deliver exceptional service and assist clients with their financial queries. This role requires a minimum of 2-3 years’ experience in the Investment or Insurance sectors, along with strong administrative skills. You will resolve complaints, communicate effectively, and collaborate with team members to enhance client satisfaction,...

A well-established company in financial services is looking for a Key Account Manager to join their team in Centurion. The role involves managing relationships with high-value corporate clients, ensuring their satisfaction, and identifying growth opportunities. Candidates should have at least 3 years of experience in account management or a similar field, with strong communication and...

Hello Group is seeking to appoint a dedicated Customer Service Consultant to join our Fraud & Risk Department. This role is critical in ensuring customer concerns related to security, suspicious activity, and account irregularities are handled professionally, efficiently, and with the highest level of discretion and care. The consultant will manage queries, process tickets, and escalate concerns...

A financial services provider in Centurion seeks a Service Specialist to ensure high-quality service for clients, advisers, and assistants. The role requires 2–3 years in the financial services sector, including a solid background in administration and client servicing. Candidates must exhibit critical thinking, adaptability to technology, and maintain meticulous attention to detail in handling...

A financial services provider in Centurion, Gauteng is seeking an experienced legal professional to provide business-focused legal advice and support to retail businesses. Candidates must possess an LLB degree, be an admitted attorney, and have 3-5 years of relevant legal experience. Key responsibilities include contract drafting, legal risk management, and advisory roles on regulatory issues....