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Wealth Financial Accountant

Vacancy Details

Reference No.



Our client in the financial services industry is seeking to employ a Wealth Financial Accountant who will provide specialist advice and support in the maintenance and analysis of financial data in order to provide accurate reports and information to relevant business stakeholders, through the execution of predefined objectives.


  • Escalate unresolved delivery and quality issues to operational management and process owners
  • Develop solutions to improve operational service and quality
  • Support the auditing process by providing accurate and up to date data in alignment with organisational financial reporting standards and requirements
  • Ensure the authorisation and release of payments in a timely and efficient manner
  • Ensure the accurate and timely reporting on payments, accruals and reconciliations, ensuring a clear audit trail
  • Investigate anomalies and or irregularities to verify facts that lead to the identification and reduction of risks
  • Accurately reconcile financial transaction records to supporting documentation in order to enable the verification of the validity of transactions
  • Builds positive stakeholder relationships and provides opportunity for feedback and exceptional service
  • Adhere to specified policies, standards and procedures to prevent and reduce wastage of financial resources and escalate associated risks
  • Comply with governance, compliance, integrity and ethics processes and procedures in area of specialisation and continuously identify and escalate risks


Qualifications and Experience

  • Bachelor's degree and Professional Qualifications
  • 2 - 3 years' experience in a similar environment

Requirements and Skills

  • Attention to Detail: The extent to which one systematically employs a standard system for the organisations’ work processes and related resources and an overall concern for integrating all aspects of the task, situation and or work related problem
  • Professional Learning: Must be able to demonstrate willingness and support for learning and development opportunities in own discipline and area of expertise 
  • Relationship Management: The capacity to develop and maintain personal and working relationships, and foster an organisational culture that promotes optimal individual job performance and overall organisational effectiveness
  • Customer Advice (Technical): Provides technical knowledge and advice to internal customers to assist in decision making and address client needs
  • Financial Accounting: Knowledge of financial accounting principles, classifying, measuring and recording transactions
  • Financial Management: Compiles and manages budgets, controls cash flow, institutes ERM and administers tender procurement processes


Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Gauteng - JHB North