We are seeking a bright, capable and dedicated Broker Support Administrator to join our small dynamic short-term insurance brokerage based in Newlands, Cape Town. This will become a hybrid position requiring three days per week in the office.
REQUIREMENTS
A minimum of 10 years recent experience as a short-term insurance broker in a small office environment.
Proven expertise in at least two of the following areas:
Commercial insurance (Essential)
Personal insurance
Claims management
Strong computer literacy, especially in Microsoft Excel.
Excellent command of written and spoken English.
High level of accuracy, attention to detail and lateral thinking.
Strong interpersonal skills.
Qualifications above NQF Level 5 are a prerequisite or alternatively extensive experience as a short – term insurance broker.
Salary is highly negotiable for the successful candidate.
Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za
The ideal candidate’s key performance areas will be:
- Quotations
- Issuing of new business
- Issuing of insurance certificates
- Policy endorsements
- Monthly renewals
- Retention of policies
- Flexible for assisting with special tasks
- Attention to detail
- Appointing risk surveyors
- Preparing Participation Quotas
- Application of good risk analysis skills
- Demonstrate risk perception and understanding the nature of risk (good or bad)
- Liaison with brokers
- Problem solving
Behavioural dimensions:
- Deadline orientated
- Strong admin skills with an ability to prioritise workload
- Good interpersonal skills
- Assertive
- Team player
- Positive and energetic
- Strong work ethic
Candidate Requirements:
- Education: (not negotiable)
- Matric
- 5 years’ experience in the commercial / sectional title insurance and knowledge of underwriting processes
- FAIS Regulatory exam certification will be an advantage
- Fluency in English and Afrikaans
- Computer Literacy (MS Word, Outlook and Excel)
- Good communication skills- written and verbal
Remuneration:
Annual CTC package inclusive of a performance-based bonus: Negotiable
- Pension scheme and Group life insurance
To apply please email your CV to sharne@cia.co.za
CIA is an award-winning underwriting management company specialising in building insurance.
Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial, and industrial property owners.
CIA is underwritten by Compass Insurance Co. Limited (awarded an A + rating by Global Credit Ratings), a subsidiary of the Hannover Reinsurance Group -the third largest reinsurer in the world. CIA is part of the Lireas Holdings Group of companies, which in turn is a wholly owned subsidiary of the Hannover Reinsurance Group Africa Limited.
Job summary
The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary focus on investments and retirement funds.
Key areas of responsibility:
Duties include, but are not limited to:
1. Support to Wealth Planner
- Time Management – Turnaround time / meeting deadlines / prompt feedback
- General Support – Make the day easier for the advisor (Calendar management, chasing outstanding info, team player)
- Accuracy of work
- Customer Service Delivery
- Proactive Task Management
- Effective Communication skills – With both internal and external stakeholders
- First line of query management and support
2. Product Administration Knowledge
- Full understanding of Investment Product administration, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
3. New business, including but not limited to:
- Prepare comprehensive application forms, quotations and compliance
- Review application forms and compliance before submitting
- Obtain supporting information such as FICA, bank details, medical information, etc.
- Submit new business forms
- Debit orders follow-up
- Claims process and follow-ups
- Inform client once issued
- Ensure that all final / signed compliance is sent to the client
- Update CRM accordingly
4. Maintenance of clients
- Ensure you provide regular feedback / updates to clients
- Keep CRM and Product Provider updated at all times with clients’ most recent information (including compliance, transactional and static information)
- Schedule meetings with Wealth Planner, receiving of clients and ensure that meeting facilities are managed, including tea, coffee and water arrangements
- Capture CCM Payments
5. Qualifications
- Matric
- Min 2 years’ Experience in investment administration will be an advantage
6. Soft Skills Competencies
- Attention to detail
- Effective communication skills
- Deadline driven
Job summary
The main objective of this role it to service existing clients, including but not limited to portfolio reviews, income sustainability reporting, general queries and maintaining relationships with clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
Duties include, but are not limited to:
1. Product Knowledge
- Full understanding of Investment Products, including but not limited to:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax free savings investments
2. Value Chain Management
- Maintain relationship with clients.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
- Propose solutions that meet each client’s goals, needs and objectives.
3. Prepare Portfolio Reviews
- Prepare reviews for clients as per the required frequency indicated on the CRM.
- Ensure portfolio reviews are prepared within the required SLA timeframes.
- Reviews should be accurate and in the correct format and design.
- All reviews to be captured on the CRM management system in the prescribed expectations.
- Reviews to be discussed with clients and feedback to be captured on the CRM.
- Review client Wills annually.
4. General Administration
- Assist with switches, withdrawals and general enquiries;
- General Tax related assistance;
- Manage Annual Fee renewals;
- Manage Section 37 & 14 Transfers;
- Authorise Investec CCM payments;
- Assist with any new business after initial client onboarding;
- Ensure that all administration and communication relating to client is captured on the CRM.
5. Qualifications
- Bachelor’s degree (Investments/Financial Planning)
- Postgraduate Diploma in Financial Planning (Advantageous)
- Regulatory Examination (RE5) (Completed)
6. Soft Skills Competencies
- Attention to detail
- Effective communication skills
- Deadline driven
Independent Wealth Managers (Pty) Ltd is looking for a paraplanner to provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.
Key responsibilities
- Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
- Preparation of Financial Plans (Death, Disability, Retirement and Estate)
- Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
- Client portfolio investigations (both investment and risk products)
- Keeping abreast of the changing tax and legal environment
- Once recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.
- Investigation of new opportunities in an ever-changing environment (such as, but not limited
to, technical investigations into new products/structures/processes)
- Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process driven
- Client communication and follow up regarding all areas of the Paraplanner’s responsibility
Key performance measures
- Professional Growth/Development
- Personal professional milestones are achieved as per training schedule
- Meet all deadlines timeously
- Client documents and related information for all areas of responsibility including client meetings and reviews meetings are prepared accurately and timeously
- All work is completed accurately with attention to detail
- Paraplanner takes responsibility for checking own work
- Consistent high quality of work is evident in thorough preparation
- Financial Planner is kept fully appraised and regularly updated on all developments/updates regarding clients
- Paraplanner schedules/initiates weekly task meetings with Financial Planner; as well as, as-and-when required in order to proceed with your work
- Client communication and follow up
- Paraplanner to timeously and in a professional manner, communicate with clients (i.e. face to face, by email or telephonically) relating to all areas of responsibility pertaining to the Paraplanner’s tasks (i.e. information gathering, document sending,
follow ups etc.)
Important relationships
- Financial Planners
- Managers
- Administrators
- Other professional advisors e.g. Attorneys and Accountants
- Clients
- Paraplanner Team Members
- Product providers
Qualifications
Postgraduate Diploma in Financial Planning – complete or in progress
FPI Competency Exam – complete or in progress
Experience
Broad knowledge of global financial markets is desirable.
Financial planning industry experience of at least 2 years is preferable.
Special skills/ competencies
- Attention to detail – Detailed and accurate
- Clear thinker
- Ability to work well under pressure
- Independent and creative problem solver
- Initiative – Ability to achieve agreed outcomes without supervision
- Excellent administrative, research, report writing and communication skills
- Excellent analytical skills with a preference for working in a structured, planned manner
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Prioritise and plan own workload
- Ability to multi‐task and prioritise effectively
- Articulate
- Excellent inter‐personal skills, both written and verbal
- IT skills
- Team player
Join one of South Africa’s leading advisory practices
GTC (formerly Grant Thornton Capital) is a top-tier financial advisory firm with exciting opportunities for both Employee Benefit Consultants and Wealth Managers to join our growing team.
Various opportunities are available at GTC offices nationwide, suited for professionals with varying levels of experience and expertise.
GTC provides financial advice to and management to retirement fund members and private clients, and we’re looking for skilled and experienced professionals to uphold the high standards our clients are accustomed to.
If you’re ready to take your career to the next level and make a meaningful move, this could be your moment – grow with a team that leads by expertise and innovation.
We’ve got a position available for a Retentions Reinstatement Consultant.
Purpose of position:
Communicating with clients and managing relationships in order to increase loyalty and reinstate their business.
Responsibilities:
- Handling difficult client calls.
- Reinstating client policies.
- Dealing with client queries and complaints in a competent, efficient and professional way, and in accordance with the company’s quality and performance standards.
- Ensuring that all interactions with clients are in alignment with the company’s culture and values.
Requirements:
- Matric or matric equivalent (essential)
- RE and FAIS accreditation (advantageous)
- Experience in a similar role would be beneficial
Skills and Attributes:
- Sales and client service oriented
- Attention to detail and quality oriented
- Deadline and results oriented
- Ability to take initiative
- Enthusiastic and passionate about the job and the company
- Organised, punctual and excellent time management skills
- Teamwork and collaboration
- Good judgment and problem-solving skills
- Adaptable and resilient
- Honesty and integrity
- Good interpersonal and communication skills
- Negotiation skills
- Administration skills
To apply, send your CV to leevashan.naidoo@kingprice.co.za. If you don’t receive any feedback within 10 working days after the closing date, please accept your application as unsuccessful. In response to this ad, you acknowledge and accept that we’ll need to process your personal info. To see how we process personal info, feel free to check out the privacy policy on our website.
Role Overview:
We are seeking a highly motivated and professional Financial Adviser to join Old Mutual Limited in the Cape Town Region. This is a full-time, WFH role suited for individuals passionate about financial planning, investment advisory, and wealth management. As a Financial Adviser, you will be responsible for providing expert financial advice, tailored solutions, and investment strategies to help clients secure their financial future.
Key Responsibilities:
- Provide comprehensive financial planning and investment advice aligned with clients’ financial goals.
- Offer retirement planning solutions, asset protection, and estate planning strategies.
- Conduct financial needs analysis to develop personalized financial plans
- Build and maintain strong client relationships, ensuring ongoing support and advisory services.
- Proactively engage with clients in your allocated market, offering on-demand financial services.
- Champion client financial success by implementing fit-for-purpose financial solutions.
- Stay updated on industry trends, regulatory requirements, and financial products.
Qualifications & Requirements:
- Matric (Grade 12) or equivalent qualification.
- 1+ years experience in a Sales and Financial Advice role (2–5 years preferred).
- FAIS-compliant and meeting all regulatory requirements. RE5 (essential).
- Excellent communication, interpersonal, and relationship-building skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and collaboratively within a team.
- Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous.
- Clear criminal and credit record.
What We Offer:
- 25k Training Allowance for first 2 month
- 80% Commission split
- Basic Allowance 15k to 20k
- Competitive Salary with Monthly Bonus Incentives.
- Flexible Working Hours to maintain work-life balance.
- Comprehensive Support & Training through the Free Adviser Academy Learning Programme.
- Cutting-Edge Technology to streamline your workflow.
- Exceptional Coaching, Mentorship, and Ongoing Development.
- A Dynamic and Supportive Work Culture with people who do great things every day.
If you’re ready to make a real impact in people’s lives and grow your career with one of South Africa’s most trusted financial institutions, we’d love to hear from you.
📩 Apply today or send your CV to amanda@connect2growth.co.za
🚀 Let’s connect purpose with potential.
A well-established Insurance Brokerage in Cape Town, Southern Suburbs is looking to recruit a
Claims Negotiator with the below requirements. The position will be office based.
Minimum requirements:
· Matric
· Full NQF 4 (120 Credits)
· RE qualification essential
· Minimum 5 years claims handling experience essential – Personal Lines and Commercial
· Good computer skills and CIMS proficient
· Sound knowledge of Motor & Non-Motor claims settlement.
· Be able to work under pressure with minimal supervision.
· Ability to be a team player that can actively encourage open and frank communication in a team environment.
· Subscribe to the purpose, vision and values of the company.
Responsibilities:
Coordinate and oversee, manage, negotiate and settle claims end to end
Register claims and appoint assessors
Manage claims in terms of SLA’s
Make decisions regarding merit
Negotiate settlements
Manage salvage process (motor & non-motor salvage)
Daily system updates
Liaise with stakeholders
Prompt feedback and handling of complaints (internal & external)
Salary commensurate with experience.
The employment package includes Provident Fund and a Medical Aid contribution.
Suitable candidates must send their CV to vacancies@intasure.co.za
Consider your application unsuccessful if you have not been contacted within 14 days of the advert
Remote Role
Your Role:
- Oversee and manage compliance functions as per FAIS requirements.
- Supervise and mentor representatives.
- Ensure operational and regulatory excellence.
- Liaise with the FSCA and other regulatory bodies.
What We’re Looking For:
- Approved or eligible FAIS Key Individual status
- RE1 is required; RE5 is an advantage
- Minimum 2 years’ experience in a compliance or oversight role
- Strong understanding of FAIS, FICA, and FSCA regulatory processes
- Proven leadership, decision-making, and analytical skills
- Must have FSCA Category Approval aligned to relevant subcategories
Please include your FSCA DOFA and clearly list your FSCA Category Approvals (e.g. Cat I, Cat II) with your application
What We Offer:
- Competitive remuneration (aligned to license type and scope)
- Flexible, remote working arrangements
- Ongoing opportunities for professional development
- A collaborative, forward-thinking environment
Ready to take the next step in your career?
Send your CV, FSCA DOFA, and your FSCA Category Approvals (e.g. Cat I, Cat II) to info@benfeivel.com
