JOB PURPOSE:

To research and evaluate listed equity securities (JSE-listed and potentially offshore) to provide actionable investment recommendations. The role supports portfolio managers or external clients with valuation models, thematic insights, and stock-specific analysis in line with investment strategy.

The successful candidates will be part of the investment team and report to the Portfolio Managers who run and manage portfolios. They must have a keen interest in investments and eager to learn.

KEY RESPONSIBILITIES:

• Conduct fundamental research and analysis of companies, sectors, and macroeconomic trends.
• Build and maintain financial valuation models (DCF, multiples, SOTP, NAV).
• Prepare and present investment reports and stock recommendations (buy/sell/hold).
• Attend company results presentations, analyst briefings, AGMs, and investor days
• Perform management meetings and engage with listed company IR teams.
• Monitor and report on industry trends, regulatory changes, and corporate actions.
• Collaborate with portfolio managers, ESG analysts, and quant teams where applicable.
• Track key KPIs, earnings revisions, and market sentiment.
• Ensure alignment with internal compliance, FAIS, and FSCA regulatory standards.

FAVOURABLE SKILLS AND PERSONALITY ATTRIBUTES:

• Advanced computer Literate – MS Word, MS Excel and PowerPoint
• Strong financial modelling and valuation capability (Excel, FactSet, Bloomberg, Reuters).
• Understanding of IFRS financial statements and corporate finance principles.
• Proficiency with PowerPoint and report-writing tools.
• Good communication Skills (Verbal and written) at all levels
• Good interpersonal and leadership qualities. Highly driven and self-motivated.
• Excellent analytical and critical thinking skills.
• Strong written and verbal communication.
• Commercial acumen and market awareness.
• Ability to work independently and in a team.
• Professional integrity and ethical judgment.

QUALIFICATIONS AND EXPERIENCE:

• Consistent excellent academic achievement.
• Strong accounting background. Newly qualified CA.
• 2 – 5+ years of relevant experience as an Equity Analyst or Investment Analyst.
• CFA qualifications (partial or complete) favorable.

KNOWLEDGE & COMPETENCIES:

Independent thought process. Strong planning and organizational skills . Working with people (client interaction and presentations). Driven and Self Motivated. Passionate about financial markets.

OTHER:

• Available: Immediately
• Offer: Salary competitive in terms of basic salary and performance bonus
• Job type: Permanent

To apply, please e-mail the below documents (ideally in a single pdf file) to Ms Nomonde Majikela info@mianzo.co.za

• A covering letter. In the cover letter please tell us about yourself, why you have studied what you studied and why you want to pursue a career in Asset Management. Generic cover letters will not be accepted.
• Your full curriculum vitae with the names and contact details of referees.
• Certified copies of your academic transcript.

Please ensure the title and reference number are indicated in the subject line.

An application which does not comply with the above requirements will be regarded as incomplete. Only shortlisted candidates will be contacted and will be required to undergo assessments.

Shortlisted candidates will be subjected to the following:

• ITC Checks.
• Qualification Checks.
• Reference Checks.
• ID and Criminal Checks
• Psychometric assessments.
• A short project to assess investment knowledge covered in tertiary.

Telephone: +27 21 552 3555                                                    Website: www.mianzo.co.za

Reference number: EA002                                                       Closing date: 15 July 2025

Mianzo Asset Management is committed to the pursuit of excellence, diversity, and redress in achieving its equity targets. Our Employment Equity Policy is available upon requests. For this post we seek particularly to attract South African female candidates of all demographics.

Mianzo Asset Management reserves the right to extend the closing date if deemed necessary and reserves the right to make no appointment. Should you not receive any response in respect of your application, please consider your application unsuccessful.

Main purpose of the job

Proactive and efficient Execution of The Administration Duties

Key responsibilities

• Completing forms for client’s risk and investments applications, submitting and processing the aforementioned instructions such as but not limited to New Business, Switches, Redemptions, Debit order changes and general servicing client requests.
• Handling queries on clients’ portfolios.
• Obtaining statements and tax certificates from various Product Providers.
• Preparation of meeting files.
• Email /Phone clients and various Product Providers on a regular basis.
• Calling and emailing various Product Providers / Assurance Companies to obtain information.
• Problem solving.
• Manage and take responsibility for tasks.
• Email client’s (using X-Plan and Outlook). Always confirm address on XPlan if emailing from Outlook.
• Constant interaction with all Financial Planners.
• Multi-Tasking as various duties need immediate attention – cope well under immense pressure
• Provide cover at Reception (operate switchboard)
• Emptying of post-meeting files timeously
• Particular attention must be paid to submissions, as the various cut off times must be observed and kept.
• Emptying of the client files must be finalized within 24-hours of meeting with the Clients.
• Emptying of no-show/missed meeting client files.
• Co-ordination of functions if required.
• Estates; winding up of Estates, preparation of Estate Pack, constant follow ups with various parties, assisting attorneys as well as regular updates to Clients/Beneficiaries on IWM Books
• XPlan: Updating and maintaining of Client Static Details on XPlan
• Saving of documents in correct Client Folders on S/Drive

Key performance measures

1.            Professional Growth/Development

• Personal professional milestones are achieved as per training provided
• Administrator takes responsibility for checking own work
• Consistent high quality of work. Thorough preparation
• Accountability; Taking ownership of tasks. Updating Administration Manager on issues as soon as they arise. Actively participating in resolving problems from start to end, by ensuring the affected Client’s needs are met.

2.            Meet all deadlines timeously, zero tolerance for overdue tasks

3.            All work is completed accurately with attention to detail within a reasonable time

• Execute tasks with a high degree of accuracy

4.            Client Servicing

• Keeping Clients happy
• Financial Planner is kept fully updated and regularly updated on all developments/updates regarding clients
• Proactive in dealing with queries & efficient Client Servicing i.e. go extra mile to resolve queries.

5.            Standard Business Process

• Adhering to IWM Standard Processes per the Standard Business Practice, at all times
• Receipt of Client documents and related information for all areas of responsibility. Proper record keeping to be adhered to.
• Scheduled regular meetings with Administration Manager to be adhered to. Administrator to be proactive in addressing possible issues, while keeping the Manager updated at all times.
• Follow reasonable requests from Managers. Should request differ from action taken, this is to be discussed with the Manager.

Important relationships

•  Financial Planners
• Directors
• Managers ( Administration Manager, Business Manager, Paraplanning Manager)
• Administrators
• Paraplanners
• Clients
• Product Providers

Qualifications and Experience

• Broad knowledge on financial services and Client Services
• Experience in Financial Planning preferable
• IT skills

Special skills/ competencies

• A positive and enthusiastic attitude.
• High attention to detail and accuracy.
• Strong decision-making skills
• Passion for Client Service
• Excellent verbal and written communication skills
• Ability to thrive in a team-based environment while still being able to self-initiate and work independently
• Strong interpersonal skills with a high ability to build trusted relationships internally and externally with clients
• Superior organizational and time management skills while juggling multiple priorities
• Professional image
• Thorough knowledge of applicable policies and procedures including X Plan
• Expert knowledge of product providers policies and procedures
• Tenacious and resilient
• Ability to work well under pressure
•  Independent and creative problem solver
• Initiative – ability to achieve agreed outcomes without supervision
• Excellent administrative and research skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Understanding of the Financial Planning process
• Timeous Client complaint resolution
• Demonstration of efficient and pro-active skills
• Motivation, organisation, accountability
• Excellent telephonic communication skills
• I.T. skills; above average Computer literacy, MS Word, Excel, Outlook
• Deadline driven
• Punctuality
• Use of Initiative
• Taking total ownership of work tasked to completion
• Promoting the Values and Team ethos while embracing the IWM culture
• Willingness to go the extra mile to achieve results
• Be able to work under little supervision – Full training will be provided on tasks

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

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.

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