Hermanus: Financial Services Consultant posted by AF Consulting
Posted on 2025-08-29 00:00:00
| Employer | AF Consulting |
|---|---|
| Category | Finance/Accounting Management |
| Location | Western Cape / Hermanus |
Job Summary
Location: Hermanus, Overberg, Western Cape
Salary: TBC
- 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:
- Tertiary 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.
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.
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Hermanus
More jobs in Western Cape
Browse Finance/Accounting Management Jobs
Browse AF Consulting Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Hermanus: Service Manager – Hermanus posted by Career Custodians
SUMMARYRestaurant Manager responsibilities include maintaining the restaurants revenue, profitability and quality goals. You will ensure efficient...
View Job
Service Manager – Hermanus
Hermanus: Spraybooth Supervisor posted by AF Consulting
Rolenbsp Spraybooth ManagerLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhat yoursquoll doSupervise a team of spray painters and prep...
View Job
Spraybooth Supervisor
Hermanus: Process Controller Foreman posted by The Key Recruitment Group
Process Controller Foreman HermanusOverstrand Area Western CapeLeading company in providing water technologies, treatment infrastructure and networks...
View Job
Process Controller Foreman
Hermanus: Maintenance Planner posted by The Key Recruitment Group
Maintenance Planner HermanusOverstrand Area Western CapeLeading company in providing reliable and uninterrupted waste management services for the municipal,...
View Job
Maintenance Planner
Hermanus: Retail Sales Consultant – Home & Lifestyle Store (Appliances & Furniture) posted by AF Consulting
Rolenbsp Retail Sales Consultant - Home amp Lifestyle Store Appliance amp FurnitureLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp Basic Plus...
View Job
Retail Sales Consultant – Home & Lifestyle Store (Appliances & Furniture)
Hermanus: Team Leader posted by AF Consulting
Rolenbsp Team LeadernbspLocation Hermanus, Overberg, Western CapeSalarynbsp CompetitiveWhat Yoursquoll DoLead a team of three skilled labourers, ensuring...
View Job
Team Leader
Hermanus: Junior Land Surveyor posted by AF Consulting
Rolenbsp Junior Land SurveyorLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhat Yoursquoll Need2 years of experiencenbspas a Junior Land...
View Job
Junior Land Surveyor
Hermanus: Operations & Site Co-ordinator posted by AF Consulting
Rolenbsp Operations amp Site Co-ordinatorLocationnbsp Hermanus, Western CapeSalarynbsp TBCWhat Yoursquoll Bring-A practical mindset that allows you to...
View Job
Operations & Site Co-ordinator
Hermanus: Warehouse Assistant Manager – Food Industry – R350K – R250K posted by Hire Resolve
Hire Resolves client in the Food Industry is urgently seeking the expertise of a Warehouse Assistant Manager to join their team in Hermanus, Western...
View Job
Warehouse Assistant Manager – Food Industry – R350K – R250K
Hermanus: Procurement Manager – Food Manufacturing Industry – R800k – R750k posted by Hire Resolve
Hire Resolves client in the Food Manufacturing Industry is urgently seeking the expertise of a Procurement Manager to join their team in the Western...
View Job
Procurement Manager – Food Manufacturing Industry – R800k – R750k
Hermanus: Structural Engineer
Role Structural Engineer Location Hermanus, Western Cape Salary TBC What youll do Design and review structural plans for residential projects. Lead project...
View Job
Structural Engineer
Hermanus: Accountant posted by AF Consulting
Rolenbsp AccountantLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp To be discussedResponsibilitiesCompile financial statements for companies and...
View Job
Accountant
Hermanus: Junior Accountant posted by AF Consulting
Rolenbsp Junior AccountantLocationnbsp Hermanus, Overberg, Western CapeSalary To be discussedKey ResponsibilitiesPerform monthly bookkeeping tasks and...
View Job
Junior Accountant
Hermanus: Bookkeeper posted by AF Consulting
Rolenbsp Bookkeeper - Trial BalanceLocationnbsp Hermanus - OverbergSalarynbspnbspKey ResponsibilitiesFull bookkeeping function up to Trial BalanceHandling...
View Job
Bookkeeper
Hermanus: Financial Manager posted by AF Consulting
Rolenbsp Financial ManagerLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhat Yoursquoll Be DoingFinancial Management amp AccountingOverall...
View Job
Financial Manager
Hermanus: Financial Services – Admin Assistant posted by AF Consulting
Rolenbsp Financial Services ParaplannerLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhatrsquos in it for you? Be part of a professional and...
View Job
Financial Services – Admin Assistant
Hermanus: Sales & Admin Coordinator
Role Sales Admin Coordinator Location Hermanus Western Cape Salary TBC Youll need to Have a drivers license and be comfortable doing home visits for...
View Job
Sales & Admin Coordinator
Hermanus: Financial Services Consultant posted by AF Consulting
Rolenbsp Expat Financial Services ConsultantLocationnbsp Hermanus, Overberg, Western CapeSalarynbsp TBCWhat Yoursquoll DoManage warm leads and qualify...
View Job
Financial Services Consultant
Hermanus: Senior Accountant – Hermanus posted by Hire Resolve
Job Title Senior AccountantLocation Hermanus, Western CapeJob Title Senior AccountantLocation Hermanus, Western CapeAbout the OpportunityHire Resolve is...
View Job
Senior Accountant – Hermanus
Hermanus: Front of House Manager | Birkenhead House posted by The Royal Portfolio
The Front of House Manager takes full responsibility for the Food amp Beverage service delivery at Birkenhead House, from creating exceptional guest...
View Job
Front of House Manager | Birkenhead House
Hermanus: Senior Catering Manager posted by AF Consulting
Rolenbsp Senior Catering ManagerLocationnbsp Hermanus Western CapeSalarynbsp TBCWhat your days might look likeSteering a full kitchen and coffee shop...
View Job
Senior Catering Manager
Hermanus: Beauty Therapist posted by Career Custodians
SUMMARYBeauty therapist is trained in the basic spa treatments. Treating all customers with the utmost care and professionalism to create an inviting and...
View Job
Beauty Therapist
Hermanus: Appliance repair technician posted by Golden Rewards
Golden Rewards Whale Coast Repairs in Hermanus is looking for an appliance repair technician. Candidate must have a valid drivers license Candidate must...
View Job
Appliance repair technician
Hermanus: Repair and Maintenance Manager – Hermanus posted by Career Custodians
About usVillage N Life is a leading local Tourism and Hospitality group where we go above and beyond to ensure the last 10 standards are met. If you thrive...
View Job
Repair and Maintenance Manager – Hermanus
Hermanus: Admin Assistant posted by AF Consulting
Rolenbsp Admin AssistantLocationnbsp HermanusSalarynbsp TBC? What the role involvesCoordinating and allocating jobs for techniciansManaging daily admin,...
View Job
Admin Assistant