Financial Services Manager

Boardroom Appointments; Wes-Kaap; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Boardroom Appointments is seeking a Financial Services Manager to lead strategic initiatives, drive market analysis, and oversee delivery of compliant, profitable financial services.

The role requires 5+ years in financial services, strong project and stakeholder management, and proficiency in MS Office, Excel, and Google Workspace.

Qualifications

• Relevant Diploma or Degree in commerce or related field.
• 5+ years of experience in a financial services role.
• Strong project and stakeholder management capabilities.

Responsibilities

• Strategic input: contribute to financial services strategy and market analysis.
• Operational management: ensure compliant, efficient service delivery.
• Marketing oversight: align strategy with brand plans and collateral.
• Stakeholder relationship: manage internal teams, legal reviews, and vendors.
• Budget & financial management: oversee budget, drive profitability, track targets.

Skills

MS Office

Excel

Google Workspace

Regulatory knowledge

Project management

Relationship management

Process management

Time management

Product knowledge

Research capability

Education

Relevant Diploma or Degree

Job description

About the job Financial Services Manager

Qualification / Education

Relevant Diploma or Degree required (e.g. B.Comm, B.A. with commercial subjects)

Experience

5+ years experience in a financial services role

Functional Knowledge & Skills

Computer literacy (MS Office, Excel, and Google Workspace)

Knowledge of and compliance with financial services legislation

Project management

Relationship management

Process management

Excellent time management and prioritisation

Relevant product knowledge

Strong research capability

1. Strategic Input & Opportunity Execution (40%)

Contribute to financial services strategy and ensure alignment.

Conduct competitor and market analysis.

Identify and assess new business opportunities.

Lead execution of approved projects with internal teams.

Collaborate with product development for integration.

Communicate outcomes and updates to stakeholders.

Ensure business cases are approved and reported on time.

2. Operational Management (10%)

Monitor compliance with industry and regulatory standards.

Communicate compliance needs to relevant parties.

Support delivery of efficient operations for Companymoney offerings.

Align with customer service and internal departments for smooth service delivery.

3. Marketing Oversight (10%)

Align financial services strategy with brand and marketing plans.

Coordinate creation of marketing collateral (physical/digital).

Collaborate on campaign planning, reporting, and execution.

Ensure marketing activities support business goals and drive performance.

4. Stakeholder Relationship Management (20%)

Maintain strong relationships with internal teams and departments.

Support legal reviews and contract negotiations.

Manage third‑party supplier and vendor relationships.

Monitor vendor KPIs and identify performance improvement areas.

Represent FS in key internal meetings (OpsCo, Manco, SteerCo).

5. Budget & Financial Management (10%)

Oversee FS budget planning and performance tracking.

Drive profitability through increased transactions and new products.

Ensure adherence to budget deadlines and revenue targets.

Translate and communicate strategic goals to the team.

Drive team performance, recruitment, and succession planning.

Lead performance reviews, coaching, and development.

Promote company values and culture (e.g., Sikhula KunYe).

Track and report on training, development, and transformation metrics.