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

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

Employment Type: Full-time
Earning Potential: Up to 100% commission + Bonuses

Are you passionate about helping people secure their financial future?

Join Our Client, a leading financial services group, and take the next step in your career as a Financial Advisor. We offer expert guidance, training, and a supportive environment to help you succeed in the financial industry.

What We Offer

• Full support & infrastructure Office space, telephony services, administration, and compliance support
• Comprehensive training Industry-related qualifications, technical & soft skills development
• Marketing & business coaching Helping you build a strong client base
• Access to a lead generation system Maximizing your sales potential
• Product & specialist support Risk, investments, private wealth, and more
• Compliance & legal assistance Ensuring ethical and professional service

Remuneration & Benefits

• Up to 100% commission Uncapped earning potential
• Vesting bonuses For the first 2 years
• Performance bonus (13th cheque) Paid in December
• Training allowance of R26,000 Paid over the first 3 months
• Tech loan of R16,000 Interest-free
• Pension fund & group life cover Secure your future
• Ongoing training via Sanlams Academy Stay ahead in your career

What You’ll Do

• Network, prospect, and generate leads
• Build long-term relationships with clients
• Provide tailored financial solutions based on client needs
• Manage client portfolios and ensure excellent service delivery
• Stay up to date with industry regulations and best practices

Requirements

•  Matric (Essential) | Degree (Preferred)
• ️ Driver’s license & own vehicle
• Sales experience (Essential) | Industry experience (Preferred)
•  RE5 certification
• Clear criminal & credit record
• Minimum entry age: 23 years

How to apply

Apply by sending your CV to- info@millennialnxt.co.za 

Ready to take control of your career?

Apply today and become part of a team that empowers individuals to achieve financial success.

A well-established brokerage, based in Pinelands, is seeking a qualified Commercial Lines Underwriter to join their team. This is a permanent position within the Commercial Lines division, responsible for connecting clients with tailored coverage solutions.

Minimum Requirements:

• Grade 12 (Matric)
• FAIS Compliant (including RE5 and relevant qualification)
• 5+ years’ experience in commercial underwriting
• Knowledge of Cardinal360 (Cims) and Tial is a definite advantage

Key Responsibilities:

• Attend to renewals, endorsements, and new business
• Interact with clients and insurers to provide coverage solutions
• Office-based role

Salary:
Salary is commensurate with experience and qualifications and includes a provident fund.

A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.

Minimum requirements:

·        FAIS accredited (Relevant qualification, RE5 and CPD points for new cycle)

·        Minimum 6 years experience in a broking environment

·        Good computer skills and Cims proficient

·        Be able to work under pressure with minimal supervision

·        Attention to detail and a systematic, thorough approach

·        Excellent communication skills, both verbal and written

·        Excellent conflict handling skills

·        Highly competent with MS Office suite, paperless environment & Workflow experience

Key Responsibilities:

 

Customer Service

·      Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms and conditions.

·      Adhering to Service Level Agreements set by the company.

Portfolio Management

·      Liaising with Brokers, Insurers and Suppliers.

·      Processing quotes, new policies, renewals and endorsements.

·      Accurate record keeping, continuous management of files, correspondence and diary.

Insurance Knowledge

·      Studying various insurance products and proposals, and gathering and assessing background information;

·      Keeping abreast of developments within the industry;

·      Calculating possible risk using risk assessments, actuarial information, other statistics and own judgement;

·      Determining correct competitive premiums and fees, and negotiating terms with Insurers and Brokers.

·      Specifying conditions to be imposed on different types of policies.

·      Keeping detailed records of policies underwritten, and decisions made.

Financial

·      Manage credit control of client portfolios and institute growth of administration fees.

 

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.

 

An organised and competent Broker Support Administrator is required by a High Networth short term insurance brokerage based in Newlands, Cape Town.

Minimum Requirements:

10 years recent experience as a short-term insurance broker in a small office with the ability to multi-task and work well under pressure.

Please do not apply unless you have extensive knowledge in at least two of the following three areas:

• Commercial insurance
• Personal insurance
• Claims management

Proficiency in the use of Excel is essential, as is an excellent command of the English language, both verbal and written.

Accuracy, attention to detail, the ability to think laterally, and interpersonal skills will be required to succeed with this application.

Qualifications above NQF Level 5 are a prerequisite, or alternatively extensive experience in the industry as a short-term insurance broker.

A highly negotiable salary will be offered to the successful candidate. Own transport is essential due to the location of the office.  This is not a position entailing remote work.

Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za

If you have not received a response within 2 weeks, please regard your application as unsuccessful.