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Results for jobs brokers in "jobs brokers" in Jobs in Cape Town in Cape Town
1
Minimum requirements: Grade 123 5 years experience in the Financial / Insurance IndustryExperience with MS Office - strong Excel skills (including VLOOKUP and Pivot Tables)Capturing of Broker informationAssist in compiling all documentation for broker applicationsFollow-up with brokers to obtain outstanding documentationAddressing enquiries from brokersAssisting in resolving escalationsPerforming quality checks on documents and processesIdentifying areas for process improvement and contributing to the implementation of new proceduresProviding company administrative support to brokersPreparing reports, managing client information, and assisting with communicationMaintaining efficient filing and document control systemsManaging service-related calls and tracking progressAssist in preparing reportsConsultant: Gameedah Stemmet - Dante Personnel Cape Town
https://www.executiveplacements.com/Jobs/S/SENIOR-ADMINISTRATOR-BROKER-DEPARTMENT-1196698-Job-Search-06-23-2025-04-35-34-AM.asp?sid=gumtree
8mo
Executive Placements
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Job Description:The successful candidate will assist a commercial broker with the letting of retail and factory spaces, client liaison, viewings, and administrative support. This role offers commission opportunities in addition to a basic allowance.Location: Tyger Valley, Cape TownRemuneration:R6,000 basicFuel and phone allowanceCommission on successful deals Key Responsibilities:Assist with leasing of retail and industrial propertiesConduct property viewings with prospective tenantsLiaise professionally with landlords, tenants, and brokersManage enquiries, follow-ups, and basic administrationSupport the broker with day-to-day operational tasksMinimum Requirements:Own reliable transport (essential)Fluent in English and AfrikaansProfessional appearance and communication skillsAbility to liaise confidently at all levelsStrong organisational and interpersonal skillsInterest in commercial property and sales Application Process:
https://www.jobplacements.com/Jobs/L/Letting-Agent-Assistant-1265353-Job-Search-2-24-2026-3-44-04-AM.asp?sid=gumtree
10d
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Minimum requirements: B. Sc CivilPrepared to study towards a full FAIS qualificationWilling to do Regulatory Representatives examEngineering insurance industry knowledge is an advantageMinimum of 2 years experience on construction sitesBilingual , good communicator (verbal & written)Must be a problem solver (able to assimilate large amounts of information and apply policy wording)Willing to work late when requiredEfficient in word, excel and outlookKey Responsibilities:Sound knowledge of all engineering insurance policiesActively manage and oversee start to end each quote requestContribute to the growth and profitability of the Company by providing excellent service and maintaining relationshipsManage and organize day to day operations by establishing priorities to ensure all quote requests are dealt with and maintain the standards of the underwriting departmentKnowledge of the Proposer (insured)Understand the risk and amount of probable claimsAssess the risk of loss or damageCalculate the terms of the quote and which conditions are requiredProcessing quotes on the policy managementFacultative reinsurance & co-insurance placementAssist the Claims DepartmentLiaising in a professional manner with brokers and other insurersProvide constructive feedback to brokers and managementRespond to queries within 12 hoursWork with different people internally and externally to improve service, efficiency, and improve presentation of informationActively build, improve and maintain relationships with all stakeholders, i.e. internally and externallyMeet with brokers, service providers, partners and other divisions to ensure challenges they may face are addressed
https://www.executiveplacements.com/Jobs/E/ENGINEERING-UNDERWRITER-1268641-Job-Search-03-04-2026-22-33-09-PM.asp?sid=gumtree
13h
Executive Placements
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An established transport and logistics operation is currently seeking an experienced Transport Broker / Sales Representative to join their dynamic team.This opportunity is ideally suited to a candidate with solid experience in the mining and/or agricultural sectors, who understands the complexities of bulk logistics, fleet coordination, and client service within these industries.Role Overview:The successful candidate will be responsible for servicing and managing clients provided by the company, coordinating loads through both an in-house fleet and external transporters. While an existing client base would be advantageous, it is not a requirement.This is a relationship-driven role requiring strong operational coordination, commercial insight, and attention to detail.Key Responsibilities:Managing and servicing existing client accountsCoordinating transport solutions using internal fleet and third-party transportersNegotiating rates with transporters and clientsMaximising load profitability and managing marginsPlanning and scheduling loads efficientlyEnsuring on-time delivery and client satisfactionMonitoring profit margins and commission performanceMaintaining accurate documentation and load trackingBuilding and maintaining long-term client relationshipsMinimum Requirements:Proven experience as a Transport Broker, Logistics Coordinator, or Transport Sales RepresentativeExperience within the mining and/or agricultural sectors (highly advantageous)Strong communication and negotiation skillsExcellent relationship-building abilitiesStrong administrative and organisational skillsHigh attention to detailAbility to work effectively within a team environmentValid drivers licenceQualifications:While experience is key, the following qualifications would be advantageous:Diploma or Degree in Logistics, Supply Chain Management, Transport Management, or Business ManagementRelevant industry certifications in Transport or Freight ForwardingKnowledge of transport regulations, fleet operations, and load complianceComputer literacy (MS Office, transport management systems, load boards, etc.)Remuneration:R40 000 R60 000 CTC, depending on experienceCommission structure: Approximate
https://www.executiveplacements.com/Jobs/T/Transport-Broker-Sales-Representative-1267991-Job-Search-3-3-2026-8-17-59-AM.asp?sid=gumtree
2d
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Role: Broker Consultant Category: Insurance Location: Cape TownSalary: R 300 000 - R 420 000 Per AnnumAre you a passionate Broker Consultant looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you to join their dynamic team. You will need to support and build relationships with financial advisers around the country with a focus on business development. You will need to put your analytical hat on to understand client needs and then leverage product knowledge and marketing skills to produce and present client solutions. Technical training, relationship management and marketing is also a key responsibility of the role. The company turns the traditional Broker Consultant model on its head by shifting the conversation from a product push to independently partnering with advisers, allowing them to deliver the highest value to their clients. Through our highly experienced consultants, advanced digital engagement, and excellentsupport; we are dramatically changing the lives of the independent financial adviser. Duties and Responsibilities: Compile quotes that meet client needs and provide relevant recommendations and insights.Assist with product accreditations.Provide advisers with key selling points to help them in converting business.Assess advisers business and client base to identify sales opportunities.Build and maintain adviser relationships.Objection handling.Technical product training.Handle and answer technical product queries. Key Performance: Establishing and building relationships.Creating and closing sales opportunities.Service levels (going above and beyond). Attributes: Honesty, integrity and respect.Positive,
https://www.jobplacements.com/Jobs/B/Broker-Consultant--Cape-Town-1196012-Job-Search-6-20-2025-3-39-04-AM.asp?sid=gumtree
8mo
Job Placements
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Join a leading investment management organisation known for its disciplined processes, client‑centric approach, and strong operational excellence. This role sits within a high‑performing Post‑Trade Operations team that ensures accurate and timely processing of all local and offshore trading activity.Why join this team?Be part of a specialist operations environment supporting institutional investment clientsWork across multiple asset classes, including equities, fixed income, money market, offshore instruments and derivativesContribute to operational accuracy, quality, and the continuous improvement of critical processesEngage with a wide range of internal and external stakeholders across the investment value chainWhat you will be doing:Confirm and settle all local and offshore trades within required timelinesEnsure brokers and custodians receive all necessary trade informationFollow up on discrepancies or queries with brokers and custodiansUse custodian and broker portals to monitor and instruct trades and FX paymentsComplete regulatory reporting (e.g., SARB QAAR, B31, B16)Prepare daily, weekly and quarterly operational reporting (e.g., BOP forms, holdings and unit reconciliations, board pack addendums)Handle internal and external operational queriesSupport long‑term operational objectives and ensure alignment with the operating modelCoordinate and support project and initiative workOversee elements of project implementation, testing and operational readinessReview and improve processes; identify inefficiencies and drive optimisationWhat we are looking for: Qualifications & ExperienceMinimum of a BComm degree or similarMinimum 3 years experience in a similar role in the fund operations space Core CompetenciesHigh attention to detail and accuracyStrong analytical and problem‑solving skillsProactive, resilient and able to work under pressureStrong interpersonal and communication skillsAbility to multitask, prioritise and work methodicallyTeam‑oriented mindsetGood understanding of institutional investment processes Knowledge of systems such as Charles River, FPM, Invest+ would be beneficialStakeholder ManagementLiaise with trading teams, brokers, custodians, transfer agents, compliance, portfolio administrators, corporate actions, regulators and third‑party providersBenefits & unique aspects: Exposure to multi‑asset, multi‑market post‑trade environmentsOpportunities to participate in operational change initiativesWork in a strong brand, and a
https://www.jobplacements.com/Jobs/P/Post-Trade-Operations-Specialist-1268161-Job-Search-3-4-2026-1-30-51-AM.asp?sid=gumtree
1d
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Job Title: Join our clients team as an Insurance Broker Consultant and support the network from an Inhouse positionInsurance Broker Consultant - InhouseLocation: CPT - Northern SuburbsReporting to: Sales ManagerSeniority Level: Mid Career (4 - 6 yrs exp)Type: PermanentSectors: Admin, Office & Support, Financial ServicesFunctions:Consultant, Broker Support, Insurance Administration, Matric, Industry qualificationKey Responsibilities:Support Broker network Nationwide- onboarding comm etcSales administration and informationCompliance and document controlCorrespondence and telephonic supportProduct support and support Life and Funeral
https://www.jobplacements.com/Jobs/B/Broker-Consultant-Admin-Inhouse-1261601-Job-Search-02-11-2026-10-20-45-AM.asp?sid=gumtree
22d
Job Placements
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As a Retail Shopping Centre Property Manager, you will oversee a range of buildings, ensuring their optimal performance across key areas including establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the development and training of staff within the company.Education and Requirements (non-negotiable)Minimum Grade 12.A business property-related tertiary qualification is preferred.Valid Fidelity Fund Certificate (FFC), as well as compliance in terms of the education requirements with the Property Practitioners Regulatory Authority (PPRA).At least 5 – 7 years of Retail Shopping Centre experience in property/centre management industry.Responsibilities:Marketing of Space & Renewals (30%): Manage the vacancy list and marketing plan, handle lease negotiations, and secure sustainable income streams. Ensure accurate contract administration and timely tenant installations. Monitor and address outstanding renewals.Property Management (10%): Supervise service contracts, inspections, tenant installations, and maintenance. Ensure compliance with OHS Act and other statutory requirements, manage recordkeeping, and prepare management reports.Budgeting & Expense Control (40%): Contribute to budgeting, manage income and expenses, oversee energy management, and monitor expenses. Evaluate income, manage outstanding rent-rolls, and handle legal cases.Liaison (20%): Facilitate communication between tenants, clients, brokers, and the public. Address tenant issues, provide feedback to external clients, and assist brokers with queries and deals.
https://www.executiveplacements.com/Jobs/R/Retail-Shopping-Centre-Property-Manager-1264375-Job-Search-02-20-2026-03-00-19-AM.asp?sid=gumtree
13d
Executive Placements
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Duties:Prospecting for new business from new clients and mining the stores database.Educating prospective clients on the value proposition of owning physical gold.Transacting a sales using the Companys sales processes and system.Promoting new launches with existing and potential clients.Ensuring that clients needs are properly diagnosed and ensuring that the client understands why they are buying gold coins.Attending to client enquiries and providing clients with feedback on deliveries and payments as necessary.Greeting clients and making them feel comfortable.Following the companys processes properly to ensure that the client has a great experience.Opening and closing the store.Cleaning the store.Merchandising i.e. putting the product out and packing it away.Stock control - two stock takes a day.Following the Companys policies, procedures, rules and regulations.Safeguarding the Companys property and keys to the store.Being vigilant and attentive to security risks such as fraud..Adhering to the Companys Policies, procedures, standards, rules and regulations governing FICA, OHS, Second-Hand Goods Act, CPA.Must be able to work within a team and fit in.Solve conflict effectively if necessary.Requirements:Must have a strong track record in sales, particularly demonstrating networking and prospecting capabilities.Must be well presented, well spoken and likeable.Must be able to build and maintain positive client and team member relationships.Must be trustworthy and reliable.Must be willing and able to following Company policies, procedures, rules and regulations.Must be consistent in efforts.Must be healthy, sober and energetic.Must enjoy learning i.e. learning about clients, products, the economy, news and gold.Must have some ambition - career opportunities exist to be a manager. Only strong sale performers are appointed as managers as they have to lead by example.Must be happy to work shifts, which staff appreciate. It gives them flexibility in the day.Must be prepared to work every second weekend.Entrepreneurial background or mindset will be advantageous.Must want to earn well.
https://www.executiveplacements.com/Jobs/S/Senior-Broker-Precious-Metals-1264641-Job-Search-02-20-2026-04-37-42-AM.asp?sid=gumtree
13d
Executive Placements
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Duties:Prospecting for new business from new clients and mining the stores database.Educating prospective clients on the value proposition of owning physical gold.Transacting a sales using the Companys sales processes and system.Promoting new launches with existing and potential clients.Ensuring that clients needs are properly diagnosed and ensuring that the client understands why they are buying gold coins.Attending to client enquiries and providing clients with feedback on deliveries and payments as necessary.Greeting clients and making them feel comfortable.Following the companys processes properly to ensure that the client has a great experience.Opening and closing the store.Cleaning the store.Merchandising i.e. putting the product out and packing it away.Stock control - two stock takes a day.Following the Companys policies, procedures, rules and regulations.Safeguarding the Companys property and keys to the store.Being vigilant and attentive to security risks such as fraud..Adhering to the Companys Policies, procedures, standards, rules and regulations governing FICA, OHS, Second-Hand Goods Act, CPA.Must be able to work within a team and fit in.Solve conflict effectively if necessary.Requirements:Must have a strong track record in sales, particularly demonstrating networking and prospecting capabilities.Must be well presented, well spoken and likeable.Must be able to build and maintain positive client and team member relationships.Must be trustworthy and reliable.Must be willing and able to following Company policies, procedures, rules and regulations.Must be consistent in efforts.Must be healthy, sober and energetic.Must enjoy learning i.e. learning about clients, products, the economy, news and gold.Must have some ambition - career opportunities exist to be a manager. Only strong sale performers are appointed as managers as they have to lead by example.Must be happy to work shifts, which staff appreciate. It gives them flexibility in the day.Must be prepared to work every second weekend.Entrepreneurial background or mindset will be advantageous.Must want to earn well.
https://www.executiveplacements.com/Jobs/S/Senior-Broker-Precious-Metals-1264642-Job-Search-02-20-2026-04-37-42-AM.asp?sid=gumtree
13d
Executive Placements
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Leading the design, development and maintenance of robust software solutions using C# / .NetArchitecting and building back-end systems, including message brokers and data processing pipelinesDesigning and maintaining relational databases, writing complex SQL queries, and delivering reporting solutions with SSRSMentoring developers through code reviews, architecture discussions, and hands on coachingSupporting critical releases and stepping in confidently when production needs attentionDriving code quality, performance, scalability, and long-term maintainabilitySkills & Experience: Extensive experience with C# and .NetStrong SQL skillsSolid experience with SSRS or equivalent reporting toolsExperience with .Net MAUI and or BlazorExperience in Docker, KubernetesUnderstanding of message brokers (RabbitMQ)Qualification:Degree in Computer Science or equivalent Contact Penny Janse Van Rensburg on
https://www.executiveplacements.com/Jobs/N/Net-Developer-1262484-Job-Search-02-13-2026-10-16-55-AM.asp?sid=gumtree
20d
Executive Placements
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Key ResponsibilitiesBuild and manage a sustainable new business pipelineConduct professional needs analyses with prospective clientsConvert self-generated leads into active policiesMaintain compliant advisory processesAchieve monthly written policy targetsMaintain strong market and product knowledge RequirementsMinimum 3 years face-to-face short-term insurance sales experienceCommercial and Personal Lines exposureRE5 and FAIS compliant qualificationProven new business conversion track recordRegulatory accreditation and compliance understandingValid drivers licence and own vehicleAbility to generate and manage own leads
https://www.jobplacements.com/Jobs/S/Short-Term-Insurance-Brokers--Commercial--Person-1261705-Job-Search-2-12-2026-4-08-18-AM.asp?sid=gumtree
21d
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An exciting opportunity exists for a Regional Head: Insurance to lead and grow a short-term insurance business across the Cape Town Southern and Northern Suburbs. (2 positions available)This senior leadership role focuses on regional performance, compliance, talent development, and sustainable growth.RequirementsRelevant DegreeFAIS compliant with NQF 5 Insurance qualificationMinimum 10 years’ experience in short-term insurance, preferably in an intermediary environmentAt least 5 years’ senior leadership experience managing similar-sized operationsProven ability to lead commercial and personal lines broking operationsStrong understanding of regulatory, compliance, and governance requirementsDuties and ResponsibilitiesDevelop and execute the regional business plan to grow market share and revenueDrive performance across key revenue drivers: cancellations, cross-selling, up-selling, and new businessTranslate regional strategy into clear objectives for teams and individualsAchieve financial targets and manage regional budgetsImplement and maintain superior client service models and SOPsEnsure compliance with all relevant legislation and regulatory standardsManage and maintain product provider relationshipsOversee talent management, succession planning, and EE objectivesAlign recruitment, performance management, and development strate
https://www.executiveplacements.com/Jobs/R/Regional-Head-Insurance-1266047-Job-Search-02-25-2026-05-00-15-AM.asp?sid=gumtree
8d
Executive Placements
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Head of ShippingLead global logistics and safeguard masterpieces for a world-class gallery.Cape TownAbout Our ClientThe client is a world-class gallery that moves masterpieces across the globe and manages relationships with high-net-worth clients. The company coordinates international art fairs, exhibitions, and private sales while ensuring compliance with international trade and cultural property laws.The Role: Head of ShippingThe Head of Shipping manages the lifecycle of an artworks journey to ensure its safe arrival in perfect condition. This role exists to oversee local and international artwork movement, coordinate logistics for major exhibitions, and navigate complex international landscapes such as ATA Carnets and CITES compliance. The position contributes to the business by managing insurance, negotiating with service providers, and partnering with stakeholders to provide bespoke delivery and installation solutions.Key ResponsibilitiesUtilize 5 or more years of experience in fine-art logistics or collections management, including 2 years in a leadership role.Orchestrate all local and international artwork movement while overseeing packing, crating, and real-time tracking.Mastermind logistics for major art fairs and exhibitions from pre-fair guides to post-fair de-installs.Navigate international trade complexities and ensure strict compliance with customs, CITES, and cultural property laws.Manage insurance valuations and coverage to mitigate risk at every touchpoint.Negotiate service agreements with freight forwarders, art handlers, and customs brokers to optimize costs.Direct logistics budgets, approve expenditures, and report on KPIs such as cost-per-shipment.Optimize inventory systems and off-site storage by implementing conservation-aware environmental standards.About You5+ years of experience in fine-art logistics or collections management.2+ years of experience in a leadership or supervisory role.Expert knowledge of USA import/export formalities and international customs.Specialized art-handling protocol knowledge.Proficiency in inventory/shipping software and Advanced Excel/PowerPoint skills.Fastidious eye for detail and a deep respect for confidentiality.BCom in Supply Chain, Operations, or Logistics (highly preferred).Degree in Arts Administration or Museum Studies (alternative preference).
https://www.jobplacements.com/Jobs/H/Head-of-Shipping-1266094-Job-Search-2-25-2026-10-11-58-AM.asp?sid=gumtree
8d
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1. Strategic Development Initiatives: Develop and implement strategic development plans to support the growth and expansion of the franchise group.Identify and evaluate new business opportunities, market trends, and competitive landscape to inform strategic decisions.Collaborate with leadership to align development initiatives with overall business objectives.2.Continuous Development Pipeline:Maintain a robust and continuous development pipeline to ensure a steady flow of projects and initiatives.Oversee the planning, execution, and delivery of development projects from inception to completionEnsure projects are completed on time, within budget, and meet quality standards.3.Leadership:Able to lead by effectively handling diverse and complex tasks, aligning them towards a single objective through active listening, problem-solving skills, and decisive decision-making.Establish and enforce standards, methodologies, and best practices.Monitor and report on project performance, identifying areas for improvement and implementing corrective actions.4.Stakeholder Management:Build and maintain strong relationships with internal and external stakeholders, including franchisees, vendors, real estate brokers, agents and regulatory bodies.Client-side project and property management delivery skills, directing scope and deliverables within time, cost and quality.Facilitate collaboration and coordination among cross-functional teams.5.Financial Management:Extensive Property Cycle management experience (Asset management, leasing, budgets, operations, maintenance and acquisitions)Monitor project expenditures and implement cost-saving measures where possible.Prepare financial reports and forecasts for senior leadership RequirementsMinimum 3 years experience in Property Development, preferably within the QSR or retail sector.Proven track record in multi-store/branch development and management.Strong knowledge of property acquisition, leasing, and construction processes.Excellent project management, negotiation, and stakeholder engagement skills.Ability to manage multiple projects simultaneously under tight deadlines.Willingness to travel extensively between sites.Experience with South African property regulations, zoning laws, and QSR industry standards.Familiarity with franchise development models.Strong analytical skills with the ability to assess site viability and ROI.Strategic thinker with hands-on execution capability.
https://www.jobplacements.com/Jobs/D/Development-Manager-1266684-Job-Search-2-27-2026-3-30-23-AM.asp?sid=gumtree
6d
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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors.
https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1268652-Job-Search-3-5-2026-1-54-11-AM.asp?sid=gumtree
13h
Executive Placements
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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and client‑centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors.
https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1267492-Job-Search-3-2-2026-10-30-40-AM.asp?sid=gumtree
3d
Executive Placements
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The Quality Control team is responsible for the quality checking of client instructions (forms) against established product and business rules before submitting those instructions for ultimate processing. These instructions include new business, additions, switches, repurchases, static changes, broker changes, etc. This must be done accurately and within an agreed upon turnaround times. Our client is seeking a highly organized and detail-oriented Customer Due Diligence (CDD) Specialist to manage continuous monitoring and customer due diligence processes. This role is essential in ensuring compliance, managing risk, supporting business transformation, and driving operational excellence. The successful candidate will be responsible for the end-to-end lifecycle of CDD activities, from planning and execution to risk mitigation and stakeholder reporting. Responsibilities:Project and Process Management:Define the scope, objectives, and deliverables of due diligence projects in alignment with business goals and stakeholder expectationsDevelop and manage detailed plansSupport the implementation of process improvements to reduce variation, eliminate inefficiencies, and enhance qualityOngoing Customer Due Diligence:Conduct and oversee regular checks (QC) and reviews to ensure compliance with internal policies and external regulationsEnsure timely and accurate completion of customer due diligence reviews within required turnaround times and SLA standardsInvestigate and resolve errors or issues with customer due diligence submissions, taking full ownership of resolutionCollaboration and Communication:Liaise with internal teams, to resolve queries and ensure completeness of customer due diligence documentationMaintain open, transparent communication with stakeholders and provide regular updates to managementAttend and contribute to team meetings, training sessions, and ongoing development initiativesSupport team members during periods of high workload or absence, promoting a collaborative team cultureCompliance and Documentation:Ensure all forms and online submissions meet business rules, including appropriate signatories, broker permissions, and security checksAdhere to all business rules, regulatory requirements, and operational proceduresComplete tasks within specified cut-off times and maintain a high level of accuracy Requirements:Bachelor degree in Business, Finance, Compliance, Risk Management, or a related fieldExperience in due diligence, compliance, project management, or operational rolesFamiliarity with industry-specific tools and platforms used in due diligence or client onboarding processesPrevious involvement in transformation or change management projects is advantageoushttps://www.executiveplacements.com/Jobs/C/Customer-Due-Diligence-CDD-Specialist-18-month-con-1204299-Job-Search-07-18-2025-02-00-14-AM.asp?sid=gumtree
8mo
Executive Placements
1
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A well-established Insurance Brokerage in Durbanville is looking for a New Business Insurance Broker to join their team.The ideal candidate will be responsible for evaluating applications, calculating quotations, and ensuring the company minimises exposure to losses while offering clients comprehensive and cost-effective policies.Key Responsibilities:Risk Assessment & Quotation Calculations: Evaluate insurance proposals, assess risk factors, and determine coverage terms.Acquisition of New Business: Assist in securing new clients by providing competitive quotations and risk assessments.Quotation Presentation: Prepare and present quotations to clients, ensuring clarity and accuracy.Underwriting & Policy Maintenance: Process policy applications, endorsements, renewals, and cancellations.Risk Attachment Administration: Ensure proper documentation and processing of policy attachments.Renewal Procedures: Assess policy renewals and adjust terms as necessary.Policy Administration & Queries: Handle day-to-day policy administration, respond to client inquiries, and provide support for policy-related matters.Requirements:Bachelors degree in a relevant field (Insurance, Finance, Business, or related discipline preferred).2 + years of experience RE5Strong analytical and decision-making skills.Excellent communication and negotiation abilities.Experience with TialRemuneration: R20K- R25K - depending on experience and qualifications
https://www.executiveplacements.com/Jobs/N/New-Business-Insurance-Broker-1202315-Job-Search-07-11-2025-04-02-12-AM.asp?sid=gumtree
8mo
Executive Placements
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You will be responsible for researching and analysing shares listed on the Johannesburg Stock Exchange (JSE) and identifying compelling investment opportunities that contribute to superior client outcomes. Your insights will help guide investment decisions made by Portfolio Managers.Key Responsibilities:Conduct full-scale research and fundamental analysis of JSE-listed companies and sectors.Evaluate broker reports, company financials, and other relevant market information.Attend company results presentations, briefings, and site visits to gather qualitative insights.Build and maintain detailed financial models to support investment cases.Engage in investment team discussions and debates to refine and test your views.Present well-structured investment recommendations to the broader team.Monitor the performance and developments of portfolio holdings and update views accordingly.Ideal Profile:Up to 5 years experience as an equity analyst in asset management, stockbroking, or related environments is preferred but not essential.Strong financial modelling and forecasting skills.Excellent analytical and critical thinking ability.A natural curiosity about business, markets, and long-term investment trends.Qualifications (any of the following will be considered):Chartered Accountant (CA(SA))Business Science (Finance stream preferred)EngineeringActuarial ScienceCFA Charterholder or progressing towards qualificationOther relevant postgraduate qualificationsKey Attributes:Proven academic track record with consistently top results.Demonstrated interest in investments and financial markets.Strong communication skills and the ability to present and defend views clearly.Self-driven, humble, and open to learning from others.If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
https://www.executiveplacements.com/Jobs/E/Equity-Analyst-1204388-Job-Search-07-18-2025-04-13-34-AM.asp?sid=gumtree
8mo
Executive Placements
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