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Pretoria: Client Support Specialist

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Job Description

Minimum requirements: Matric (Mathematics at Matric level is advantageous). A BCom degree, CFP (Certified Financial Planner), or currently studying towards a CFP is essential. 12 years experience in the Financial Planning industry or in a similar role is essential. Administrative experience as an assistant to a Financial Advisor. Good understanding of financial products, including investments and life products. Proficient in Microsoft Word and Excel. Fully bilingual in English and Afrikaans. Duties and responsibilities: Assists clients over the phone and via email correspondence, using web-based software. Delivers exceptional service that exceeds client expectations. Seeks proactive, innovative, and appropriate solutions, applying experience gained in the financial planning industry. Demonstrates excellent written and verbal communication skills. Supports clients on a daily basis, proficient in both Afrikaans and English. Adopts a client-centric approach when dealing with clients. Remains calm and well-spoken. Exhibits strong time and workflow management skills. Works effectively under deadlines. Manages own development to enhance competencies. Please note that only candidates who meet all the requirements will be contacted for the opportunity. We look forward to receiving your application!

How to Apply

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About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

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When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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