financial services representative jobs in Brackenfell

A prominent recruitment firm in South Africa is seeking an HR Change Manager for a contract role in Cape Town. The position involves leading change initiatives in the HR function of a financial services organization. Responsibilities include developing change management strategies, stakeholder engagement, and ensuring effective adoption of HR processes. Candidates should have a background in...

A leading financial services provider in South Africa is seeking a Broker Consultant to enhance support and drive business objectives through non face-to-face interactions. Responsibilities include building relationships, driving sales, and managing queries. The role requires a Matric certificate and relevant qualifications in financial services like a BComm or Marketing diploma. Experience in a...

Chief Financial Officer Our client, a leading Financial Services Provider specializing in Insurance products, wants to appoint a Chief Financial Officer to oversee the Financial Management of the company. The successful person will also be responsible for the operational management of the company and must have some knowledge of, and experience in the insurance industry and the related products...

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...

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...

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with...

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,...

A UK-based financial services firm located in Somerset West, South Africa, seeks detail-oriented individuals to support client operations. The role involves administrative responsibilities that ensure exceptional client outcomes and effective communication. Candidates should be tech-savvy, interested in financial products, and able to manage data entry and liaise with third parties. The firm...

Compliance Monitoring Officer (Financial Services) 2025-11-12 - 2025-12-12 Permanent SW005763 Finance Insurance Legal Western Cape , Somerset West 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...

A leading data consultancy is seeking an experienced Data Modeller to translate business requirements into effective data models. The ideal candidate will have over 2 years of experience in data modelling and 3 years in related roles such as Data Engineer or Analyst. Expertise with tools like Sparx Enterprise Architect or IBM data architect is essential. A Bachelor's degree in IT or similar is...

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...

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...

A leading financial services provider is seeking an Administrative Assistant in Bellville to provide essential administrative and secretarial support to the Regional General Manager. The successful candidate will be detail-oriented with strong planning skills and a minimum of two years' experience in office administration, particularly in the financial services industry. Proficiency in MS Office...

Overview My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Responsibilities - 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...

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...

A leading financial services provider in Bellville seeks a high-performing individual for a role focused on retaining business for their savings division. Candidates should have strong negotiation and relationship-building skills to prevent clients from transferring policies to competitors. A minimum of 2 years' experience in financial services and relevant qualifications are required. This is a...

A renowned financial services institution in Somerset West is looking for a Compliance Monitoring Officer. This role ensures that the company’s policies and procedures align with regulations, conducts periodic reviews, and provides training on compliance. Ideal candidates should have a strong compliance background, excellent problem-solving skills, and the ability to articulate complex issues...

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...