Shape Financial Futures with Oasis Group

At Oasis, we empower clients to achieve lasting financial success through ethical, expert wealth management. We’re seeking an ambitious Financial Advisor to drive business growth, build strong client relationships, and provide tailored investment and financial planning solutions.

If you’re a results-driven professional who thrives on helping clients reach their goals, we want to meet you.

Key Responsibilities

• Grow new business and expand assets under management through effective lead generation and client engagement.
• Deliver professional financial advice across investments, retirement, tax planning, and estate management.
• Build and maintain trusted, long-term relationships with clients across multiple regions.
• Ensure full compliance with FAIS, FICA, AML, and POPIA standards.
• Collaborate with executives and marketing teams to plan events and support client outreach initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, or Tax
• RE5 essential
• Class of Business (including Pension Fund Benefits & Investments) essential
• CFP® or Diploma in Financial Planning (advantageous)
• 2+ years experience in wealth management or financial advisory
• Deep knowledge of Collective Investment Schemes,
• Retirement Funds, and Wealth Solutions
• Strong communication, presentation, and relationship-building skills
• A client-first mindset, professional presence, and willingness to travel nationally
• Valid driver’s license

Why Oasis Group?

Join a globally respected wealth management firm known for integrity, innovation, and impact. We offer:

• A performance-driven culture with clear growth pathways
• Continuous learning and professional development
• A chance to make a tangible difference in clients’ lives

Well, established Financial Services Provider in Randburg is looking for a young up and coming newly qualified financial planner to work on a salaried basis. Must have own car and laptop. Please send CVs to marial@accolade.co.za.

Location: Sandton

• Liaison with the external Bookkeeper and auditors to provide required information
• Analyse Financial Statements and data
• Review invoices and set up payments for release
• Review and release claims relevant to retirement fund administration
• Support financial budgeting
• Calculate and authorise Financial Advisers’ monthly commission structures and payments

Competencies – Qualifications and Skills

• Bachelor of Commerce (B. Com) degree or equivalent
• Proficiency in MS Office, especially Excel and Word
• Experience in Accounting is an advantage
• Experience in Pension/Provident/Umbrella funds is beneficial

Personal Attributes

• Strong analytical skills
• High level of integrity
• Reliability and trustworthiness
• Excellent interpersonal skills
• Logical thinker
• Ability to work collaboratively in a team environment
• Self-motivated and disciplined
• Capable of working under pressure and meeting deadlines
• Precise and accurate with attention to detail
• Positive and responsible attitude towards the work environment
• Flexible and adaptable to change
• Demonstrates innovation and initiative
• Strong prioritisation skills

NWK4Sure Brokers, a leading insurance brokerage firm, is seeking a motivated and detail-oriented broker to join our team. As a broker you will be managing a portfolio of clients, providing them with the best possible medical insurance solutions to meet their needs and provide customised solutions.

Purpose of the position: As a broker at NWK4Sure, you will play a crucial role in assessing clients’ medical insurance needs, developing strong relationships, and ensuring unparalleled service delivery.

Responsibilities:

• General administration.

• Assessing clients’ medical insurance needs and providing customised solutions.

• Building and maintaining relationships with clients, insurers, and underwriters.

• Generating new business opportunities through networking, attending marketing days, and prospecting.

• Negotiating with insurers to secure optimal premiums and coverage for clients.

• Managing and updating client records to ensure accuracy and compliance.

• Providing outstanding customer service by handling customer enquiries, claims, and underwriting.

• Staying abreast of industry trends, legislative changes, and new products/services.

• Ensuring compliance with industry regulations and standards.

• Liaise between insured and insurer.

Minimum requirements:

• Grade 12 certificate.

• At least 2-3 years of relevant industry experience.

• Knowledge of insurance products, underwriting principles, and risk management practices.

• A valid driver’s license and own transport.

• RE5- and RE1 qualification.

• Accreditation with CMS and Medical Aid Funds will count as recommendation.

• Computer literate with excellent e-mail communication skills

• Fully bilingual in Afrikaans and English.

Skills:

• Customer-focused approach with a passion for delivering excellent customer service.

• Detail-oriented with the ability to manage and maintain accurate client records.

• Positive attitude with a willingness to learn and develop new skills.

• Team player with the ability to work collaboratively and support the insurance brokers.

• Proactive with the ability to identify and generate new business opportunities.

• Strong analytical and problem-solving abilities.

• Excellent communication and interpersonal skills.

 

If you are a detail-oriented individual with a passion for the insurance industry and a willingness to learn, we encourage you to apply for this exciting opportunity. NWK4Sure Brokers offers a competitive salary package, comprehensive training, as well as career development opportunities.

Job Summary

Efficiently complete all administration processes required in the effective running of Retirement Funds, ensuring accurate record keeping and compliance with regulatory requirements. This role aims to safeguard members’ interests, support the fund’s operational integrity, and facilitate transparent communication between the fund and all stakeholders.

Qualifications and Experience:

• B Com or similar would be an advantage
• Proficient in Microsoft Excel (V-Lookups, Pivot Tables etc), Word
• Knowledge of Everest operating system would be an advantage
• At least 4-years experience in Retirement Fund Administration

Skills required:

This position requires an energetic person who is able to work well within a dynamic team.

The following skills are a must:

• High standards of accuracy
• Ability to multi-task
• Ability to meet monthly deadlines
• Attention to detail

Details of duties:

Ensure professional and timeous communication with clients and members

Manage own portfolio of clients, including:

• Reconciling client schedules and updating member records on Everest
• Data validation – updating member information on the system
• Processing Investments and Disinvestments
• Processing member switches
• Applying for tax directives from SARS
• Processing of benefit claims
• Processing of Section 14 transfers / individual transfers
• Preparation ad-hoc reports
• Assist in preparation of audit information

Data management: Accurately enter and maintain member data in fund systems

Process Monthly Updates through updating of membership contributions monthly

Member and stakeholder communication: Serve as a point of contact for members, beneficiaries, and employers. Respond to inquiries

Process all claims and other exits while adhering to all claim processes and procedures

Transfers in/out/bulk – In respect of transfers in/out, ensure that ROT (Recognition of Transfer) are dispatched to transferee funds

Effect investment switches as per the GIB investment switches workflow

Create EFT initiating an electronic transfer of money between bank accounts

Management and performance fees – payments to the fund manager or investment advisor.

Shape Financial Futures with Oasis Group

At Oasis, we empower clients to achieve lasting financial success through ethical, expert wealth management. We’re seeking an ambitious Financial Advisor to drive business growth, build strong client relationships, and provide tailored investment and financial planning solutions.

If you’re a results-driven professional who thrives on helping clients reach their goals, we want to meet you.

Key Responsibilities

• Grow new business and expand assets under management through effective lead generation and client engagement.
• Deliver professional financial advice across investments, retirement, tax planning, and estate management.
• Build and maintain trusted, long-term relationships with clients across multiple regions.
• Ensure full compliance with FAIS, FICA, AML, and POPIA standards.
• Collaborate with executives and marketing teams to plan events and support client outreach initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, or Tax
• RE5 essential
• Class of Business (including Pension Fund Benefits & Investments) essential
• CFP® or Diploma in Financial Planning (advantageous)
• 2+ years experience in wealth management or financial advisory
• Deep knowledge of Collective Investment Schemes,
• Retirement Funds, and Wealth Solutions
• Strong communication, presentation, and relationship-building skills
• A client-first mindset, professional presence, and willingness to travel nationally
• Valid driver’s license

Why Oasis Group?

Join a globally respected wealth management firm known for integrity, innovation, and impact. We offer:

• A performance-driven culture with clear growth pathways
• Continuous learning and professional development
• A chance to make a tangible difference in clients’ lives

Are you an insurance broker ready to take a well-earned step back into retirement, but do not want to desert your valued clients? Cooke Fuller Insurance Brokers (Pty) Ltd is actively seeking to purchase established short term insurance portfolios and ensure your clients continue to receive the care and service they deserve.

Secure your legacy and enjoy your retirement with peace of mind.

Contact Alan Henderson for a confidential chat on 031-764 8200.

Shape Financial Futures with Oasis Group

At Oasis, we empower clients to achieve lasting financial success through ethical, expert wealth management. We’re seeking an ambitious Financial Advisor to drive business growth, build strong client relationships, and provide tailored investment and financial planning solutions.

If you’re a results-driven professional who thrives on helping clients reach their goals, we want to meet you.

Key Responsibilities

• Grow new business and expand assets under management through effective lead generation and client engagement.
• Deliver professional financial advice across investments, retirement, tax planning, and estate management.
• Build and maintain trusted, long-term relationships with clients across multiple regions.
• Ensure full compliance with FAIS, FICA, AML, and POPIA standards.
• Collaborate with executives and marketing teams to plan events and support client outreach initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, or Tax
• RE5 essential
• Class of Business (including Pension Fund Benefits & Investments) essential
• CFP® or Diploma in Financial Planning (advantageous)
• 2+ years experience in wealth management or financial advisory
• Deep knowledge of Collective Investment Schemes,
• Retirement Funds, and Wealth Solutions
• Strong communication, presentation, and relationship-building skills
• A client-first mindset, professional presence, and willingness to travel nationally
• Valid driver’s license

Why Oasis Group?

Join a globally respected wealth management firm known for integrity, innovation, and impact. We offer:

• A performance-driven culture with clear growth pathways
• Continuous learning and professional development
• A chance to make a tangible difference in clients’ lives

Job Purpose:

To drive business growth by identifying new sales opportunities, building strong relationships with clients, executing marketing campaigns, and promoting the company’s products and services to increase market share and brand awareness

Key Responsibilities:

• Identify and pursue new business opportunities through prospecting, networking, and referrals.
• Develop and maintain relationships with existing and potential clients.
• Prepare sales proposals and client presentations.
• Manage the entire sales process from lead generation to closing and after-sales support.
• Maintain accurate records of all sales activities and client interactions in the CRM system.
• Assist in the development and execution of marketing plans, campaigns, and promotional activities.
• Support event planning and participation in exhibitions, trade shows, or community activations.
• Identify and pursue new business opportunities through prospecting, networking, referrals, and partnerships.
• Build and maintain a pipeline of qualified leads and track progress.

Qualifications & Experience:

• Minimum: Matric
• Three-year post-matric qualifications FAIS Accredited (An Advantage)
• RE5 an advantage
• Calid Drivers Licence
• Proven track record of achieving and exceeding new business sales targets.

Skills, Competence & Personal Traits:

• Excellent sales and negotiation skills.
• Good communication and presentation abilities.
• Ability to build rapport and establish trust with clients quickly.
• Analytical thinking to match client needs with insurance solutions.
• Time management, self-motivation, and ability to work independently.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)
• Product knowledge and regulatory requirements.
• Target-driven with high energy and resilience.
• Professional, ethical, and client focused.
• Entrepreneurial mindset with passion for growing business.
• Confident, persuasive and adaptable.
• Collaborative team player.
• Willingness to learn and improve qualifications and knowledge.

About Juno Wealth
Juno Wealth is a stand-alone, independent wealth management and advisory firm focused on delivering personalised, practical financial planning and investment solutions. We are dedicated to building long-term relationships with our clients by combining strategic advice, disciplined implementation, and consistent service excellence. Our small, professional team prides itself on efficiency, integrity, and client care.

What You’ll Be Part Of
You’ll join a close-knit team committed to helping clients make informed financial decisions. This role is at the heart of the practice – ensuring clients are served outstandingly, supporting daily operations, keeping records up to date, and helping our advisors shine in their interactions with clients.

What You’ll Do Day-to-Day

• Prepare and maintain client records, application forms, and investment schedules.
• Assist with onboarding new clients and managing client updates on CRM systems.
• Track and follow up on outstanding documentation from clients and product providers.
• Assist in preparing review packs, FICA updates, and compliance documents.
• Process new business and maintain accurate electronic filing systems (SharePoint/OneDrive).
• Coordinate signatures and submissions across clients, product providers and other involved parties.
• Support the advisers with calendar management, meeting preparation, and reporting.
• Communicate professionally with clients, product providers, and other stakeholders.
• Assist with ad-hoc operational and compliance-related tasks as needed.
• Proactively identify issues, investigate discrepancies, and implement practical solutions.

You’ll Love This Role If

• You enjoy organising information and keeping things on track.
• You take pride in attention to detail and getting things right the first time.
• You perform well under pressure
• You use quieter periods for process improvement and proactive administrative work.
• You can juggle multiple priorities without losing focus.
• You are comfortable working with digital systems and Microsoft 365 tools.
• You communicate clearly, professionally, and with empathy.
• You thrive in a small, focused team environment where accountability matters.

What You’ll Need

1. Matric / Grade 12 (minimum).
2. Minimum 3 years’ experience in a risk and investments focused FSP in a client service role
3. Strong computer literacy (Microsoft Outlook, Word, Excel, Teams, and SharePoint).
4. Excellent written and verbal communication skills in English and Afrikaans.
5. Understanding of FICA, FAIS and other industry regulation and legislation
6. Ability to manage time effectively and work with minimal supervision.
7. Qualifications & certifications (preferred, not required):

– Class Of Business certifications: Long Term Insurance, Investments, Pension Funds and Short & Longterm Deposits

– Regulatory Exam for Representatives (RE 5)

– Certificate in Wealth Planning, Financial Planning or similar (NQF 5-level)

Tools We Use

• Office suite: Microsoft 365 (Outlook, Excel, Word, Teams, SharePoint)
• CRM System: Atwork (transition to a new platform is anticipated)
• Planning Tools: Atwork and Integrated Wealth Planner (transition to a new platform is anticipated)
• Tax Simulations and Planning: Gravitas Tax and TaxSpace
• Client Due Diligence: Beeswax (transition to a new platform is anticipated)
• Digital signatures: QuicklySign

What’s In It For You

1. Exposure to all aspects of a professional wealth management and risk insurance practice.
2. Supportive environment with opportunity to learn and grow.
3. Regular team engagement and development sessions.
4. Competitive remuneration aligned with experience.
5. Fixed-term contract with potential for renewal or permanency.

About the Contract

• 12-month fixed-term contract (with likelihood to extend if good fit)
• Full-time in-office position (Irene, Pretoria) with core hours 08:00 – 16:30
• Total CTC Remuneration of R15 000 – R25 000 per month (dependent on fit, skill, experience and qualifications)
• Starting date: 2 February 2025*

Hiring process and dates to know

Stage 1: Application submissions | closes 14 Nov* | Applicants

Stage 2: Applicant suitability checks | 15 – 18 Nov* | Juno

Stage 3: Company-candidate fit questionnaire | 19 – 23 Nov* | Candidates

Stage 4: Skills assessments and reference checks | 24 – 28 Nov* | Candidates

Stage 5: Reference checks | 24 – 28 Nov* | Juno

Stage 6: Video/in-person chats | 1 – 5 Dec* | Candidates & Juno

Stage 7: Formal BEP and Strengths assessment | 8 – 12 Dec* | Candidates

Stage 8: Offer extended | 15 Dec* | Juno

Stage 9: Offer consideration | 15 – 22 Dec* | Candidate

Stage 10: Confirm candidate | by 31 December* | Juno

Stage 11: First day of work | 2 February 2026* | Candidate

How to apply

1. Your CV should not be more than 2 pages & must include the tasks that you were responsible for on a day-to-day basis (eg. reports, submissions, etc.)
2. Submissions close on 14 November 2025*
3. Submit your application via Indeed.com by following this link

NB! The dates mentioned herein may be revised depending on the number of applications we receive and the candidates’ availability for assessments and scheduled chats.