Title:  Senior Financial Officer

Job Classification

Req #:146480

Location: Johannesburg
Closing Date: 10 September 2026
Talent Acquisition Specialist: Noli Madikane

Job Family

Career Stream

Leadership Pipeline

Job Purpose

Job Responsibilities

Nedgroup Financial Advisory Financial Management & Reporting

• Process and reconcile commission earned by advisors during the month to bank statement(s).
• Perform reconciliations bank statements and bank statements to product provider tapes.
• Analyse commission performance and provide meaningful insights to support decision-making.
• Ensure completeness and accuracy of commission-related financial data and reconciliations of key Balance Sheet accounts.
• Prepare accurate financial reporting for the Nedgroup Financial Advisory business, including monthly, quarterly, and annual deliverables.
• Prepare accurate financial reporting notes for interim and financial year-end.

Investment Accounting & Technical Oversight

• Take ownership of accounting for commission earned, employee costs of advisors including post-retirement benefits related investment portfolios valuations, and related reconciliations.
• Review complex transactions and ensure correct accounting treatment in line with IFRS and relevant standards.
• Act as the technical escalation point for Nedgroup Financial Advisory commission-related accounting queries.

Operational Oversight & Review

• Oversee and review outputs from Financial Officer(s) supporting the Nedgroup Financial Advisory function.
• Ensure timely and accurate execution of day-to-day financial processes and reporting deliverables.
• Strengthen controls and improve the quality of financial information produced within the team.

Controls, Risk & Compliance

• Ensure adherence to internal controls, governance frameworks, and regulatory requirements within the investment environment.
• Support internal and external audits, including preparation of required schedules and resolution of audit findings.
• Identify, assess, and mitigate financial and operational risks.

Stakeholder Engagement

• Partner with Nedgroup Financial Advisory operations and IT teams, finance leadership, risk, and compliance stakeholders to support business objectives.
• Provide financial insights and guidance on Nedgroup Financial Advisory performance and implications.
• Participate in key forums and discussions relating to Nedgroup Financial Advisory finance matters.

Process Improvement & Optimisation

• Identify opportunities to enhance processes, controls, and reporting efficiencies within Nedgroup Financial Advisory finance.
• Support implementation of system improvements and finance transformation initiatives.
• Drive standardisation and automation of investment reporting processes.

Team Support & Capability Building

• Provide guidance, mentoring, and technical support to Financial Officer(s).
• Contribute to building a stronger Nedgroup Financial Advisory finance capability within the team.
• Support the Financial Manager in delivering on operational and strategic finance objectives.

Cross-functional Alignment (WMSA context)

• Collaborate across WMSA finance teams especially, Private Wealth to ensure alignment and consistency in reporting and processes.
• Support structural changes and realignment within the finance function.

Essential Qualifications - NQF Level

Preferred Qualification

•  BCom Honours in Accounting / Finance or equivalent

• Professional qualification (CA(SA), CIMA, or equivalent) advantageous

   

Minimum Experience Level

• 3 - 5 years in financial management preferably in the financial services industry.

• 2 years’ experience financial control of Commission based industry and Financial Planning\Wealth Management (advantageous).

Technical / Professional Knowledge

Behavioural Competencies