Remote Financial Professional – Work From Home Jobs

Mashreq Bank; South Africa; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company is seeking Remote Financial Professionals to provide expert financial advice and assistance with strategic financial solutions. Candidates must possess a relevant bachelor's degree and 1-3 years of experience in finance or advisory roles. This position offers flexible remote working hours and a competitive salary package.

Benefits

Competitive salary

Flexible remote working environment

Professional development programs

Health and wellness benefits

Dynamic global team

Qualifications

• Strong knowledge of financial principles and investment products.
• Self-motivated and able to work independently in a remote environment.
• Minimum of 1-3 years of experience in financial planning or related role.

Responsibilities

• Provide expert financial advice to clients on investments and budgeting.
• Conduct financial assessments to evaluate risk and returns.
• Prepare and analyze financial statements to support decision-making.

Skills

Analytical skills

Attention to detail

Communication skills

Problem-solving

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration

Tools

Microsoft Excel

Financial software

Digital collaboration tools

Job description

Job Summary

Progressive Technology is seeking highly motivated and detail-oriented Remote Financial Professionals to join our growing team. This role is ideal for individuals who have a strong background in finance, accounting, or investment advisory and are passionate about delivering accurate, strategic financial solutions. As a Remote Financial Professional, you will be responsible for assisting clients with financial planning, analysis, and reporting while ensuring compliance with company policies and industry regulations.

Key Responsibilities

• Provide expert financial advice and guidance to clients on investments, budgeting, savings, and long-term financial goals.

• Conduct financial assessments to evaluate risk, returns, and portfolio diversification strategies.

• Prepare and analyze financial statements, reports, and forecasts to support decision-making.

• Monitor industry trends, regulations, and market conditions to provide updated financial insights.

• Collaborate with internal teams and clients to develop tailored financial solutions.

• Ensure compliance with all financial regulations, tax policies, and company standards.

• Maintain accurate financial records and client documentation in a secure digital environment.

• Deliver excellent client service through remote communication channels including video calls, emails, and chat support.

Required Skills and Qualifications

• Bachelors degree in Finance, Accounting, Economics, Business Administration, or a related field.

• Strong knowledge of financial principles, investment products, and portfolio management.

• Excellent analytical, problem-solving, and numerical skills.

• Proficiency in financial software, Microsoft Excel, and digital collaboration tools.

• Effective written and verbal communication skills with the ability to explain complex financial concepts clearly.

• Self-motivated, disciplined, and able to work independently in a remote environment.

Experience

• Minimum of 1–3 years of experience in financial planning, accounting, investment advisory, or a related role.

• Experience in working with diverse clients or managing financial portfolios is highly desirable.

• Fresh graduates with strong academic backgrounds in finance may also be considered.

Working Hours

• Flexible remote working hours with the ability to manage your own schedule.

• Full-time availability preferred, though part-time opportunities may also be available depending on business needs.

• Occasional virtual meetings aligned with client time zones may be required.

Knowledge, Skills, and Abilities

• In-depth understanding of financial markets and economic trends.

• Strong organizational and time-management abilities.

• Attention to detail with a commitment to accuracy and confidentiality.

• Ability to work under pressure and meet deadlines.

• Customer-centric approach with a focus on building long-term relationships.

Benefits

• Competitive salary package with performance-based incentives.

• Flexible remote working environment with a healthy work-life balance.

• Access to professional development and certification programs.

• Health, wellness, and retirement benefits (where applicable).

• Opportunity to work with a dynamic and supportive global team.

Why Join Progressive Technology?

At Progressive Technology, we are committed to innovation, growth, and employee success. We value professionals who want to build impactful careers while working flexibly from home. By joining us, you will gain exposure to diverse financial projects, work with cutting-edge digital tools, and collaborate with a team dedicated to excellence and client satisfaction. This is not just a job—it is a career path where your expertise will make a meaningful difference.

How to Apply

Interested candidates are encouraged to submit their updated resume/CV along with a brief cover letter highlighting relevant experience. Applications should be sent through our official career portal or via email uswith the subject line: Application – Remote Financial Professional.