Financial Services Consultant jobs in South Africa

Job Description: - To provide financial services to clients, assist with loan applications and debt consolidation solutions and maintain client satisfaction at branch level Minimum requirements: - Matric certificate (Grade 12) compulsory - Tertiary qualification in Finance, Business Management, or a related field advantageous but not required - 13 years of experience in micro-lending, retail...

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. Financial Advisor Responsibilities: - Talking to clients to determine their expenses, income and gather information needed to develop a...

Client Experience Consultant DurbanKey responsibilities- Calling on members exiting, entering, retiring, and nearing retirement from retirement funds.- Providing the initial contact for benefit advice counselling.- Providing in and outbound telephony support across all business units- Contacting members who responded to the system generated SMS interface within 24 hours of the member responding.-...

Consulting Intern – Oracle Financial Services Software (Technical) Business Unit: Oracle Consulting – Financial Services (OFSS) Location: Johannesburg (Woodmead) Program Duration: This internship is a 12-month program starting 1 April 2026. Eligibility: This internship is open to graduates who have not previously participated in an internship or held a permanent role for over 12 months. In...

Previously disadvantaged candidates will be given preference. We have a superlative opportunity for a Mid-weight Digital Marketing Consultant at a leading financial services company’s Cape Town HQ. Yes, one of the country’s leading investment managers requires your Digital Marketing skills! As Digital Marketing Consultant your core focus is threefold, with Analytics, Campaign Management and...

Financial Services Sales Consultant:- Full-Time, Permanent- Location: Bloemfontein, Free State- Urgently Required_Why Join Octogen?At Octogen, we’re committed to helping South Africans regain control of their financial wellbeing. As a Financial Services Sales Consultant, you’ll play a vital role in connecting clients to tailored solutions that help them break free from debt and breathe again with...

Key Responsibilities: - Build, maintain, and create strong dealer relationships - Generate new sales with each client account - Drive area sales and profit plans to budgeted targets through successful leadership, organizational plans, customer service, and outstanding execution of all field operations strategies, consistently across all dealerships - Maintain strong relationships with existing...

Our client is a well-established, fast-growing financial and tax consultancy operating nationally across South Africa. They provide practical, compliant tax and financial solutions to individuals, professionals, and small to medium-sized businesses. The business has built a strong reputation for trust, long-term client relationships, and results, and is now expanding its sales capability to...

Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field. - Previous...

Overview Hire Resolve’s client is a leading financial services and wealth management firm specializing in risk management and actuarial consulting. They are seeking a Junior Actuarial Analyst with 2 years of experience to join the team in Cape Town. Responsibilities: Support the actuarial team in developing and maintaining models. Analyze data for accuracy and reliability. Assist in financial...

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...

A leading global FMCG organisation is seeking a high-impact Finance Manager (Shared Services) to establish, lead and continuously optimise its Shared Services function. This role will play a critical part in strengthening financial controls, improving working capital, and driving operational excellence across accounts receivable and accounts payable. This is a senior, strategic role suited to a...

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY is a global professional services...

What being part of the Sigma Family means for you: 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...

ABOUT GENESIS In a world undergoing convulsive technological and political change, Genesis partners with key actors to deliver urgent, lasting impact in critical areas. Genesis, an impact consultancy founded, incorporated and headquartered in Africa, has worked in 52 African countries and more than 100 countries globally. Uniquely, Genesis is focused on the Young World - the arc of countries...

Consulting Intern – Oracle Financial Services Software (Technical) Business Unit: Oracle Consulting – Financial Services (OFSS) Location: Johannesburg (Woodmead) Program Duration: This internship is a 12-month program starting 1 April 2026. Eligibility: This internship is open to graduates who have not previously participated in an internship or held a permanent role for over 12 months. In...

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...

We are looking for a detail-driven Finance Operations Administrator to support day-to-day finance activities within a regulated insurance environment. This is a 12-month contract. This role is highly execution-focused and supports billing, payments, debtor management, and finance administration in line with established processes and controls. Key Responsibilities: - Issue invoices, receipts,...

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. Financial Advisor Responsibilities: - Talking to clients to determine their expenses, income and gather information needed to develop a...