Active Jobs at Currency Partners

Job Description

• This role is for a business consultant that will focus on Corporate Clients and Accounting Partners in terms of assisting them and their clients with moving funds into and out of South Africa.

Minimum requirements for this opportunity:

Key Responsibilities:

• Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development.
• Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market.
• Maintains, influences, and develops senior level relationships with all key FX Partners and introducing affilaites for business development opportunities.
• Develops and maintains a strong business pipeline for Regional Accounts and expands on activities.
• Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.
• Assisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of "trade readiness".

Core Competencies:

• Adhering to good practice and ethical Principles and Values.
• Demonstrates consistent usage of ethics and values and raises potential violations in others.
• Delivering results and Meeting Customer Expectations.
• Modifies approach in the face of new demands: helps others (both internally and externally).
• Supports change initiatives, adjusting their actions appropriately when presented with additional information.
• Demonstrates ability to relate well to people at all levels.
• Makes timely decisions and accepts accountability for own actions.
• Comprehensive knowledge of FX sales, systems and processes.
• Provides an annual sales plan and providing monthly and quarterly updates, revisions and modifications to the plan.

Key Competencies:

• Must be target driven and be able to work under pressure.
• Fast Learner.
• Good communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold call.
• Bilingual English and Afrikaans would be advantageous.
• Committed to targets and deadlines.
• Willing to go extra mile.
• Must have a very high level of motivation and commitment.
• Team player willing to work within a small team.
• Open, friendly and approachable with excellent interpersonal skills.
• Self-starter with initiative.
• Organized with excellent diary and time management skills.
• Neat, tidy, presentable and professional in appearance and manner.
• Display gravitas & emotional maturity & confidence to influence and persuade and lead and guide at all levels.

Qualification:

• Qualifications – Matric + regulatory exams (RE) + FAIS compliancy.
• A relevant business/legal qualification could be helpful.

Experience:

• Sales experience in the financial services industry would be advantageous.
• Entrepreneurial experience would be advantageous.

go to method of application »

Job Description

• This role is for a business consultant that will focus on the Legal and Property industries, and their clients, to move funds in and out of South Africa.

Minimum requirements for this opportunity:

Key Responsibilities:

• Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development.
• Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market.
• Maintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunities.
• Develops and maintains a strong business pipeline for Regional Accounts and expands on activities.
• Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.
• Assisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of "trade readiness"

Core Competencies:

• Adhering to good practice and ethical Principles and Values.
• Demonstrates consistent usage of ethics and values; raises potential violations in others.
• Delivering results and Meeting Customer Expectations.
• Modifies approach in the face of new demands: helps others (both internally and externally).
• Supports change initiatives, adjusting their actions appropriately when presented with additional information.
• Demonstrates ability to relate well to people at all levels.
• Makes timely decisions and accepts accountability for own actions.
• Comprehensive knowledge of FX sales, systems and processes
• Provides an annual sales plan and providing monthly and quarterly updates, revisions and modifications to the plan.

Requirements

Key Competencies:

• Must be target driven and be able to work under pressure   
• Fast Learner
• Good communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold call
• Bilingual English and Afrikaans would be advantageous
• Committed to targets and deadlines
• Willing to go extra mile
• Must have a very high level of motivation and commitment
• Team player willing to work within a small team 
• Open, friendly and approachable with excellent interpersonal skills
• Self-starter with initiative
• Organized with excellent diary and time management skills
• Neat, tidy, presentable and professional in appearance and manner
• Display gravitas & emotional maturity & confidence to influence and persuade and lead and guide at all levels

Qualification:

• Qualifications – Matric + regulatory exams (RE) + FAIS compliancy.
• A relevant business/legal qualification could be helpful.

Experience:

• Sales experience in the financial services industry would be advantageous
• Entrepreneurial experience would be advantageous

go to method of application »

Job Description
Job Overview

• We are seeking an entrepreneurial and systems-focused Finance & Operations Manager to drive efficiency, automation, and strategic financial oversight within our fast-paced foreign exchange intermediary business. The ideal candidate will be proactive in streamlining processes, leveraging technology, and optimising financial reporting to support data-driven decision-making. The candidate will serve as a strategic partner to the leadership team and report to the Finance Director.

Key Responsibilities:

• Financial Operations & Process Optimization
• Design and implement efficient both operational and financial processes, ensuring seamless month-end reporting and reconciliations.
• Collaborate with outsourced accounting, payroll, and tax teams to ensure accurate and timely financial reporting.
• Develop and automate budget-to-actual analyses
• Maintain and optimize financial databases, dashboards, and reporting tools for real-time decision-making.
• Drive automation initiatives to improve accuracy and reduce manual workloads

Requirements

Strategic Financial Management

• Deliver insightful financial analysis to support business growth and operational efficiency.
• Ensure strong financial controls, compliance, and risk management frameworks are in place.
• Explore AI, data analytics, and automation tools to enhance financial insights and reporting.

Operations Leadership & KPI Management

• Oversee operational teams, ensuring KPIs are appropriately designed, measured, and aligned with business goals
• Facilitate regular team meetings ro review escalations, complaints and service provider concerns, ensuring prompt resolution and continuous improvement
• Monitor and analyze individual and team performance metrics, provided by managers in weekly meetings, encouraging accountability and data driven decision-making
• Work closely with the Head of HR to develop effective performance metrics and accountability structures
• Drive operational excellence by optimizing workflows, identifying inefficiencies, and implementing process improvements

Technology & Systems Integration

• Lead the adoption of technology-driven financial solutions, integrating finance with CRM and in-house operational systems
• Drive process automation initiatives, ensuring seamless data flow between financial and business systems
• Identify and troubleshoot system inefficiencies, working towards a fully integrated tech function

Leadership & Team Development

• Mentor and guide team managers, fostering a culture of continuous learning and high performance
• Lead by example in driving operational excellence, efficiency, and innovation
• Support hiring, performance management, and team growth to build a strong leadership pipeline

Special Projects & Strategic Initiatives

• Lead and drive special projects that enhance business operations, financial performance, and technological advancements
• Collaborate with cross-functional teams to execute high-impact initiatives aligned with strategic objectives
• Ensure that special projects are delivered on time, within scope, and with measurable outcomes

Benefits

Qualifications & Experience:

• CA(SA) or CGMA qualification preferred.
• Minimum of 2 years post-qualification experience in a financial management or operational finance role
• Experience working with Xero is advantageous; familiarity with CRM systems is beneficial
• Strong background in process automation, system implementation, and financial reporting
• Analytical mindset with excellent problem-solving skills and attention to detail
• Ability to balance speed and accuracy while driving continuous improvement
• Experience with troubleshooting financial systems and ensuring seamless data integration

go to method of application »

Job Description

• This role is for a business consultant that will focus on the Property industry and, their clients, to move funds in and out of South Africa.

Minimum requirements for this opportunity:

Key Responsibilities:

• Delivery of both annual, quarterly and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development.
• Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market.
• Maintains, acquires and develops key relationships with real estate agents and their clients.
• Develops and maintains a strong business pipeline for regional Accounts and expands on activities.
• Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.
• Assisting Introducing Partners from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of "trade readiness"

Requirements

Core Competencies:

• Adhering to good practice and ethical Principles and Values.
• Demonstrates consistent usage of ethics and values; raises potential violations in others.
• Delivering results and Meeting Customer Expectations.
• Modifies approach in the face of new demands: helps others (both internally and externally).
• Supports change initiatives, adjusting their actions appropriately when presented with additional information.
• Demonstrates ability to relate well to people at all levels.
• Makes timely decisions and accepts accountability for own actions.
• Comprehensive knowledge of FX sales, systems and processes
• Provides an annual sales plan and providing monthly and quarterly updates, revisions and modifications to the plan.

Benefits

Key Competencies:

• Must be target driven and be able to work under pressure
• Fast Learner
• Good communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold call
• Bilingual English and Afrikaans would be advantageous
• Committed to targets and deadlines
• Willing to go extra mile
• Must have a very high level of motivation and commitment
• Team player willing to work within a small team
• Open, friendly and approachable with excellent interpersonal skills
• Self-starter with initiative
• Organized with excellent diary and time management skills
• Neat, tidy, presentable and professional in appearance and manner
• Display gravitas & emotional maturity & confidence to influence and persuade and lead and guide at all levels

Qualification:

• Qualifications – Matric + regulatory exams (RE) + FAIS compliancy
• A relevant business/legal qualification could be helpful.

Experience:

• Sales experience in the property industry would be advantageous
• Entrepreneurial experience would be advantageous

go to method of application »

Job Description

• This role is for a business consultant that will focus on the Property industry and, their clients, to move funds in and out of South Africa.

Minimum requirements for this opportunity:

Key Responsibilities:

• Delivery of both annual, quarterly and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business development.
• Lead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market.
• Maintains, acquires and develops key relationships with real estate agents and their clients.
• Develops and maintains a strong business pipeline for regional Accounts and expands on activities.
• Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.
• Assisting Introducing Partners from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation and managing the client to the point of "trade readiness"

Requirements

Core Competencies:

• Adhering to good practice and ethical Principles and Values.
• Demonstrates consistent usage of ethics and values; raises potential violations in others.
• Delivering results and Meeting Customer Expectations.
• Modifies approach in the face of new demands: helps others (both internally and externally).
• Supports change initiatives, adjusting their actions appropriately when presented with additional information.
• Demonstrates ability to relate well to people at all levels.
• Makes timely decisions and accepts accountability for own actions.
• Comprehensive knowledge of FX sales, systems and processes
• Provides an annual sales plan and providing monthly and quarterly updates, revisions and modifications to the plan.

Benefits

Key Competencies:

• Must be target driven and be able to work under pressure
• Fast Learner
• Good communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold call
• Bilingual English and Afrikaans would be advantageous
• Committed to targets and deadlines
• Willing to go extra mile
• Must have a very high level of motivation and commitment
• Team player willing to work within a small team
• Open, friendly and approachable with excellent interpersonal skills
• Self-starter with initiative
• Organized with excellent diary and time management skills
• Neat, tidy, presentable and professional in appearance and manner
• Display gravitas & emotional maturity & confidence to influence and persuade and lead and guide at all levels

Qualification:

• Qualifications – Matric + regulatory exams (RE) + FAIS compliancy
• A relevant business/legal qualification could be helpful.

Experience:

• Sales experience in the property industry would be advantageous
• Entrepreneurial experience would be advantageous