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...

Company Description 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...

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...

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...

Company Description WNS Global Services Inc. (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

About Us: At LexJes Design & Consulting , we specialize in connecting clients with the right financial solutions. We are currently seeking a motivated Cold Caller to help our Financial Advisor expand their client base, mainly selling PPS and Sanlam products. Role Overview: As a Cold Caller, your main responsibility is to generate appointments for our Financial Advisor . You will reach out to...

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...