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Financial Advisor Assistant (Bellville - R25000+/month)

My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted

Bellville

Debt Review Administrator

We are the leading Debt Review company in South Africa, recognized as the top National Debt Review company at the Annusl Industry Awards in 2024 & 2025 by our industry peers, after consistently ranking in the top 5 for the past five consecutive years. Our mission is to serve South African consumers who are struggling with debt, as we work with them to achieve financial freedom. We are looking for an energetic, customer centric and seasoned Debt Review Administrator to join our vibrant administration team. TECHNICAL CRITERIA / SKILLS - Matric with Math/Math Literacy - Minimum of 3 years plus exposure in a debt review administration environment is essential, and non negotiable for this role - MS Office proficiency at intermediate to advanced level is a prerequisite - Fluent in English plus any other official language/s - Good communication skills and an engaging telephonic manner. - Excellent work ethic Key job outputs / tasks / responsibilities 1. SUSPENSIONS (Form 17.W) Receiving Suspension Requests: Receive client suspension requests from internal departments due to non-payment. Update client file status to Suspended on Finwise and relevant systems. Processing Suspensions: Generate and issue Form 17.W to all creditors. Update NCR DHS indicators to reflect suspension status. Conduct client callbacks regarding suspended files. 2.. CANCELLATIONS Receiving Cancellation Requests: Receive cancellation instructions from the Collections Department. Processing Cancellations: Verify client details and ID on NCR DHS. Cancel client files on Finwise where applicable. Issue and send Form 17.W where required. Conduct callbacks for cancelled files. 3. REJECTIONS [amended to status B”](NCR) Processing Rejections: Receive rejection notifications from Debt Counsellors. Cancel client files on Finwise. Issue and distribute Form 17.2 rejection notices to creditors and credit bureaus. 4. COURT ORDERS [Amended to status “G” (NCR) Court Order Administration: Receive Notices of Intention (NOI). Submit required documentation to the NCR. Update DHS status to “G” or “G1” accordingly. 5. REINSTATEMENTS Reinstate clients from Completed status on DHS (including F1, F2, and G statuses). Ensure accurate system updates and compliance with NCR requirements. 6. CLIENT ASSISTANCE & SUPPORT Telephonic Support: Assist clients with portfolio and payment queries. Provide guidance on clearance procedures and debt review processes. Client Walk-Ins: Assist walk-in clients with suspensions, cancellations, and Form 19 queries. 7. REGULATORY & ADMINISTRATIVE RESPONSIBILITIES Issue Form 19 and send certified copies to relevant parties. Issue Form 17.7 to decline transfer requests on DHS. Update NCR DHS daily (deceased, settled, completed statuses). Attend to call logs and callback requests for suspended clients. Process paid-up letters and legal documents (e.g., Legal Wise, Life Power). Manage and respond to emails received across debt counsellors from all entities within the Group. On offer is an above market related salary and the opportunity to be part of an award-winning team making a difference in the lives of ordinary South Africans every day. If you meet all the above requirements, please submit a detailed CV, your minimum salary expectation and availability to start, to: Raania at pda5@dcexperts.co.za If you are not invited for interview within 2 weeks, please accept that your application was not successful in this round. In line with POPIA, please indicate clearly in your email response if you do not want us to retain your details on our candidate database for future opportunities.

Goodwood