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Company: Progressive Technology

Location: South Africa

Employment Type: FULL_TIME, PART_TIME

Date Posted: 2025-08-16

Valid Through: 2026-08-16

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 us with the subject line: Application – Remote Financial Professional.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...