Financial Services Consultant

Recruiter:

AF Consulting

Job Ref:

Her000194/AF

Date posted:

Tuesday, July 22, 2025

Location:

Hermanus, South Africa

Salary:

Monthly

SUMMARY:
ð On-site | Full-time | Financial Services
Are you a financial professional who thrives on meaningful client interactions, understands the challenges faced by South African expats, and wants to be part of a purpose-driven team? Then this opportunity might be for you.
We’re looking for either an Advisor or a Scripted Intermediary to join a well-established team that specialises in helping South Africans abroad manage policy encashments, exit tax, forex, and retirement fund solutions. Whether you are licensed to offer advice or trained to guide clients through scripted financial services, you will be responsible for the entire sales process.

POSITION INFO:
Role: Expat Financial Services Consultant
Location: Hermanus, Overberg, Western Cape
Salary: TBC

What You’ll 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:

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.

Similar jobs you might be interested in:

Financial Services Consultant
Location: Hermanus
Salary: Monthly
ð On-site | Full-time | financial servicesAre you a financial professional who thrives on meaningful client interactions, understands the challenges faced by South African expats, and wants to be part of a purpose-driven team? Then this opportunity might be for you.We’re looking for either an Advisor or a Scripted Intermediary to join a well-established team that specialises in helping So...
89 days ago

Client Support Specialist (CH1175)
Location: Stellenbosch
Salary:
3 days ago

Project Manager (Technical Workstream Lead) - (CONTRACT)
Location: Stellenbosch
Salary:
18 days ago

Accountant (Contract)
Location: Stellenbosch
Salary: 40 000 Monthly
Are you a detail-oriented accountant with a passion for IFRS and group reporting? Join a fast-growing, Africa-focused financial services firm that is redefining credit across the continent. This is your chance to gain exposure to diverse subsidiaries, contribute to financial strategy, and grow your career in a dynamic environment.
2 days ago

Finance Business Partner
Location: Stellenbosch
Salary:
Join a leading bank and fast-track your career in finance!
3 days ago

: Cost Controller / Procurement Officer
Location: Stellenbosch
Salary: MR Monthly
Step into the heart of the Stellenbosch Winelands and join a beautiful wine estate where tradition meets modern excellence. We’re looking for a detail-driven Cost Controller / Procurement Officer to take ownership of cost management, purchasing, and supplier relationships across our estate operations — from vineyard to hospitality.
9 days ago

Infrastructure Cost Engineer
Location: Stellenbosch
Salary:
Looking for a Cost Engineer to provide cost management and analysis, and information management to support of both infrastructure, projects and technical operations. the role also includes the supervision of administrative support functions, ensuring effective financial governance, operational efficiency, and informed decision-making within the infrastructure Departments.
10 days ago

Finance Business Partner
Location: Stellenbosch
Salary:
We are hiring!!! Finance Business Partner – Stellenbosch (Banking Sector).
11 days ago

Finance Business Partner
Location: Stellenbosch
Salary:
We are hiring!!! Finance Business Partner – Stellenbosch (Banking Sector).
11 days ago

SA Sales Director
Location: Stellenbosch
Salary:
Join our team as a SA Sales Director
12 days ago