Financial Services ConsultantAF Consulting • Hermanus, South Africa
Financial Services Consultant
AF Consulting • Hermanus, South Africa
30+ days ago
Job descriptionTertiary qualification in Finance, Commerce, Sales or related field Strong knowledge of South African tax law, exchange control regulations, and expat financial needs. RE5 / RE1 certification 2+ years experience in financial services, sales, or expat support preferred. Empathy, professionalism, active listening, and a consultative sales mindset. Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.
Role : Expat Financial Services Consultant
Location : Hermanus, Overberg, Western Cape
Salary : TBC
What Youll Do :
- Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
- Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
- Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
- Collaborate closely with internal teams to ensure seamless service delivery.
- Maintain accurate client records via CRM tools (Salesforce or similar).
What You Bring :
Whether you're ready to advise or support as an intermediary, this is a chance to make a real impact in the lives of expats while growing your career in a values-driven environment.
Create a job alert for this search
Financial Consultant • Hermanus, South Africa
Related jobs
%20Ltd)
Red Ember Recruitment is seeking on behalf of our client a Financial Controller to join their team based in Franschhoek, Western Cape.
The Financial Controller will work under the guidance of the Fi...Show more
Financial Controller – Luxury Wine Estate | Franschhoek.Kendrick Recruitment is seeking a skilled and detail-oriented Financial Controller to join a prestigious luxury wine estate in Franschhoek.Th...Show more
A dynamic financial service company in South Africa is seeking a Business Development Consultant to support and work with ambitious entrepreneurs.
The consultant will manage leads, enhance sales str...Show more
Fractional Financial Manager
IS Recruitment • Somerset West, South Africa
Fractional Financial Manager (CA(SA).Financial Management & Advisory.In office role in Somerset West.Hybrid option available after 3 months).
Our client is a professional services company, they prov...Show more
Last updated: 27 days ago • Promoted
Bookkeeper / Migration Consultant
Emporium Human Capital • Somerset West, South Africa
Bookkeeper / Migration Consultant (POS24015).R 20 000 to R 25 000 per month.Migration specialists assist new and existing customers with complex integrations and migrations of their financial web a...Show more
Last updated: 30+ days ago • Promoted
Financial Controller
Communicate Finance • Stellenbosch, Western Cape, South Africa
CJ-1 Are you a detail-driven finance professional with a knack for navigating complex accounting functions?.We're on the hunt for an exceptional Financial Controller to join our team and support a ...Show more
Last updated: 8 days ago • Promoted
Internal Sales Consultant
Emporium Human Capital • Somerset West, South Africa
Internal Sales Consultant (POS25109).R 18 000 to R 22 000 per month plus commission.Proven experience in a sales or business development role, preferably in the SaaS, property or technology sector....Show more
Last updated: 30+ days ago • Promoted
Group Financial Controller
HOBBSRECRUITMENT • Stellenbosch, Western Cape, South Africa
Cape Town / Stellenbosch 2 October 2025.Reporting to the CFO (based in the UK), the role will take on full responsibility for the day-to‑day management of the Finance Accounting function, leading a...Show more
Last updated: 30+ days ago • Promoted
Financial Controller
Red Ember Recruitment (PTY) Ltd • Franschhoek, WC, za
Quick Apply
Last updated: 13 days ago
Financial Administrator
Persona Staff cc • Stellenbosch, Western Cape, South Africa
Finance Administrator Kraaifontein.Are you detail-driven and passionate about keeping financial processes running smoothly Our client a leading supplier of premium cooking and baking products in K...Show more
Last updated: 30+ days ago • Promoted
Sales Consultant
Nova Life • Stellenbosch, Western Cape, South Africa
Nova Life is a company where massive drive, opportunity and dedication meets excellence.We focus on providing our clients with innovative telemarketing solutions and achieving above-market results ...Show more
Last updated: 30+ days ago • Promoted
Finance Administrator (Post Level 10)
Stellenbosch University • Stellenbosch, Western Cape, South Africa
Department Description / Departement Beskrywing.Faculty of Arts and Social Sciences.Centre for the Study of the Afterlife of Violence and the Reparative Quest (AVReQ).
Finance Administrator (Post Leve...Show more
Last updated: 30+ days ago • Promoted
Financial Controller
Exceed Human Resource Consultants • Somerset West, Western Cape, South Africa
Bookkeeping, Reporting, reconciliations, and general Accounting skills.Analytical Skills and Finance knowledge.Strong understanding of financial principles and practices.
Experience in payroll proce...Show more
Last updated: 30+ days ago • Promoted
Financial Controller
Altgen South Africa • Stellenbosch, Western Cape, South Africa
RoleAltGen is seeking a Financial Controller to join a renewable energy company based in Stellenbosch.The role will support the Finance team overall, as well as assist with the full insurance funct...Show more
Last updated: 14 days ago • Promoted
Financial Controller
Kendrick Recruitment • Franschhoek, WC, za
Quick Apply
Last updated: 14 days ago
Financial Administrator
Emporium Human Capital • Somerset West, South Africa
Financial Administrator (POS25141).As a Financial Administrator, you will be responsible for maintaining financial records, handling accounts payable and receivable and assisting in the overall fin...Show more
Last updated: 30+ days ago • Promoted
Group Financial Controller : Lead Global Finance & IFRS
Exceed Hr And Recruitment • Stellenbosch, Western Cape, South Africa
A leading recruitment agency seeks a Group Financial Controller in Stellenbosch.The role involves managing a finance team and overseeing all accounting functions including cash flow management and ...Show more
Last updated: 4 days ago • Promoted
Financial Controller
Communicate Ct • Stellenbosch, Western Cape, South Africa
Are you a detail-driven finance professional with a knack for navigating complex accounting functions Were on the hunt for an exceptional.
This role goes beyond the numbers youll provide crucial in...Show more
Last updated: 30+ days ago • Promoted
Financial Manager Offshore Investments
Tacrec • Stellenbosch, Western Cape, South Africa
Join a dynamic fast-paced company managing a diversified portfolio of investments with a focus on Australian agriculture and other international ventures.
This senior-level position offers an exciti...Show more
Last updated: 14 days ago • Promoted
Strategic Growth Consultant (Remote)
Outsourced CFO • Stellenbosch, Western Cape, South Africa
Remote
Last updated: 1 day ago • Promoted
Financial Manager
Network1 • Stellenbosch, Western Cape, South Africa
Freshly Qualified and Ready to Build Your Future.If youre a newly minted CA(SA) whos ready to roll up your sleeves and take ownership of numbers that.
Join a proudly South African group thats more t...Show more
Last updated: 15 days ago • Promoted