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Asset Manager CA(SA) Stellenbosch
Our client is looking for a recently qualified CA(SA) or a CA(SA) with 1-2 years’ experience within the financial services/asset management/property industry to take ownership of the asset management function across a portfolio of retail and commercial office properties in the Western Cape. The role focuses on the full asset management lifecycle—financial analysis, leasing support, budgeting/forecasting, performance reporting, stakeholder engagement, cash flow management, debt management and structuring, and execution of value-enhancing initiatives (Solar, water, utilities, security upgrades) — within a small, hands-on team.
Salary Negotiable
Required Qualifications & Experience
CA(SA) – Recently qualified or 1-2 years experienced as CA(SA) looking to work in property asset management industry.Strong financial literacy: ability to interpret feasibilities, cash flow planning, management accounts, build/understand budgets, forecasts, and evaluate deal economics.If recently qualified as a CA(SA) working with property or asset management clients will be seen as an advantageIf 1-2 years’ experience post CA(SA) coming from property or an asset management company will be seen as an advantage.Exposure / Experience to property financial statements, lease concepts, and/or management accounts is advantagesAdvanced Excel and Power BI are increasingly valued.Strong financial analysis and Excel capability (models, sensitivities, clean presentation of outputs).High attention to detail with the ability to step back and interpret the story behind the numbers.Structured, deadline-driven, able to manage multiple workstreams in a small team.Strong written and verbal communication (comfortable summarising findings for executives).Commercial curiosity and willingness to learn property/retail dynamics.
Key Responsibilities
Portfolio Performance & ReportingBudgeting, Forecasting & Financial ManagementLeasing Support (Retail & Commercial)Property & Operations InterfaceStakeholder & Service Provider ManagementStrategic Projects & Portfolio Growth
Please apply online
FROGG RecruitmentConsultant Name: Quinton Wright
Stellenbosch
Procurement Manager Midrand Gauteng
We are seeking an experienced, commercially minded Procurement Manager to lead procurement for an FMCG client. You will drive cost savings, secure supply continuity for agricultural inputs, equipment and services, and build strong supplier partnerships to support operational performance.
Salary Market-related (dependent on experience and qualifications)
Minimum requirements
• Bachelor’s degree in Business, Supply Chain, Procurement or related field
• 10+ years’ procurement experience with management exposure agricultural or FMCG preferred
• Proven track record in supplier negotiations and delivering cost savings
• Strong understanding of agricultural supply chains and seasonal procurement dynamics
• Proficient with procurement/ERP systems and MS Office
• Excellent analytical, communication, stakeholder engagement and leadership skills
• Willingness to travel and work extended hours during peak seasons
Key competencies
• Commercial acumen & negotiation skills
• Strategic sourcing & supplier management
• Governance, compliance & risk management
• Results-driven, process optimisation focus
• Team leadership in fast-paced, seasonal environments
Responsibilities
• Develop and implement procurement strategies aligned to production and financial goals
• Lead supplier selection, contract negotiation and SLA management to secure favourable terms
• Manage end-to-end procurement operations (requisition to delivery), ensuring quality, cost control and on-time supply
• Monitor market/commodity trends and procurement KPIs; analyse data to drive decisions and savings
• Maintain supplier performance reviews and continuous improvement initiatives
• Collaborate with production, operations, finance and technical teams to align sourcing with operational needs
• Ensure procurement policies, governance and risk mitigation are embedded across the function
Apply online
FROGG RecruitmentSalary: RNegotiable Consultant Name: Quinton Wright
Midrand
Job Type: Independent / LearnershipJob Summary:We are offering an exciting learnership opportunity for motivated individuals who are interested in building a career in sales and marketing. As an Independent Sales Agent, you will promote and sell our marketing services while receiving training, mentorship, and the opportunity to grow within the business. High-performing candidates will have the chance to advance and be promoted into higher roles within the company.Key Responsibilities:▪︎Promote and sell the company’s marketing products and services▪︎Identify and approach potential clients▪︎Build and maintain strong client relationships▪︎Achieve agreed sales targets▪︎Participate in training and development sessions as part of the learnershipMinimum Requirements:▪︎Matric (Grade 12)▪︎No criminal record▪︎Good communication and interpersonal skills▪︎Willingness to learn and grow within the business▪︎Self-motivated and able to work independentlyWhat We Offer:▪︎Structured learnership with on-the-job training▪︎Commission-based earning potential▪︎Mentorship and skills development▪︎Clear growth path with opportunities for promotion▪︎Supportive and performance-driven work environment
Umtata / Mthatha
Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.To Apply, Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.
Umhlanga
HEAD CHEF – 3 KITCHENSSilver Forest Boutique Hotel & SpaSomerset West, Western Cape3 KITCHENS at Silver Forest Boutique Hotel & Spa is seeking a hands-on, disciplined Head Chef to lead our kitchen brigade in a busy bistro-brasserie style restaurant.We operate breakfast, lunch and dinner daily, specialising in grill dishes, wood-fired pizza and Spanish-inspired tapas. We are systems-driven, quality-focused and financially accountable. The RoleYou will lead a team of 7 full-time chefs, taking full responsibility for:Food quality and consistencyFood cost and GP controlLabour management in line with budgetsHygiene standards and complianceKitchen culture and disciplineThis is a leadership role for a chef who understands that great kitchens are built on structure, systems and accountability. Salary & Performance BonusBasic Salary:R20,000 – R25,000 gross per month(Dependent on experience and proven track record)Quarterly Performance Bonus Structure UP TO R10000 BONUS PER QUARTERPerformance bonuses are paid quarterly based on:✔ Food Cost control within company GP targets✔ Labour cost control in line with approved budgets✔ Kitchen hygiene & compliance standards✔ Client feedback and online review performanceHigh performers who consistently hit operational and financial targets will earn meaningful additional income.This role rewards chefs who understand both food and numbers.✅ Minimum RequirementsMinimum 3 years’ experience as Head Chef in a bistro/brasserie environmentProven experience leading a team of 6+ chefsStrong stock control and ordering systemsDemonstrated ability to manage food cost and achieve GP targetsExperience in:Grill & hot sectionWood-fired pizzaBreakfast serviceTapas / brasserie platingMenu design and creationStrong team leadershipStrong leadership and communication skillsMust live near Somerset West and have reliable transport (non-negotiable) Key ResponsibilitiesLead and develop kitchen teamMaintain strict food quality and portion controlManage supplier relationships and stock orderingControl wastage and achieve GP targetsEnsure hygiene compliance at all timesWork closely with restaurant management to deliver smooth serviceWe are looking for a professional who takes pride in running a profitable, organised kitchen — not just cooking.If this sounds like you, please send your CV and short motivation to:jobs@silverforest.co.zaSubject: Head Chef – 3 Kitchens
Somerset West
Results for client services in "client services" in Jobs in South Africa in South Africa
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DescriptionThe Financial Planning Partner Assistant will provide administrative, operational, and client service support to Financial Planning Partners to ensure the efficient management of client portfolios and service delivery.The successful candidate will act as a key point of contact between the Financial Planning Partner, clients, and product providers while supporting the practice with administrative processes and client servicing activities.Key ResponsibilitiesProvide administrative and operational support to Financial Planning PartnersAct as a liaison between clients, product providers, and internal teamsAssist with client onboarding processes including FICA and AML requirementsPrepare documentation for client engagements and financial planning reviewsCapture and maintain accurate client records on relevant CRM systemsProcess and monitor new business applications and supporting documentationAssist with client portfolio preparation and review documentationMaintain organised client records and ensure compliance with company processesProvide ongoing administrative support to ensure smooth client service deliveryRequirements23 years experience within the financial services industryPrevious experience supporting Financial Advisors or Financial Planners advantageousKnowledge of FICA, AML, and financial services administrative processesStrong administrative and organisational skillsProficiency in Microsoft Office (Word, Excel, Outlook)Experience with Xplan or similar CRM systems advantageousCompetenciesStrong attention to detailExcellent organisational and time management skillsAbility to multitask and work under pressureStrong communication and client service skillsProfessional and confidential approach to workHow to apply:
https://www.jobplacements.com/Jobs/F/Financial-Planning-Partner-Assistant-12-Month-Fixe-1269323-Job-Search-03-06-2026-04-35-30-AM.asp?sid=gumtree
3d
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Job & Company Description:Join an established industry leader known for highâ??quality engineering solutions and exceptional service delivery. This role is ideal for a technically skilled Millwright who thrives in a clientâ??facing environment.You will be responsible for maintenance, installations, and troubleshooting of industrial equipmentwhile also driving sales growth through solution selling, product demonstrations, and ongoing client relationship management.Education:Millwright Trade Certificate (Red Seal)Job Experience & Skills Required:Minimum 35 years postâ??qualification experience in industrial, manufacturing, mining, or heavyâ??equipment environmentsProven sales experience (technical sales, product sales, solution selling, or client account management)Strong mechanical and electrical faultâ??finding capabilitiesWorking knowledge of PLC systems, diagnostics, and basic programming advantageousSolid understanding of hydraulic and pneumatic systemsAbility to interpret technical drawings, schematics, and circuit diagramsDemonstrated ability to manage client relationships and identify sales opportunitiesExcellent communication and negotiation abilitiesValid drivers license and willingness to travel to client sitesExperience with HSEQ compliance and documentationKey Responsibilities:Perform mechanical and electrical maintenance, installations, and commissioningTroubleshoot breakdowns and conduct rootâ??cause analysisIdentify customer needs and propose appropriate technical solutionsGenerate quotations and manage the full sales processConduct product demonstrations and technical presentationsBuild and maintain longâ??term client relationshipsCollaborate with internal teams to ensure service excellenceMaintain accurate service and sales reportingApply Now!For more engineering jobs, please visit:
https://www.jobplacements.com/Jobs/E/External-Sales-Representative-1261819-Job-Search-02-12-2026-04-14-28-AM.asp?sid=gumtree
1d
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Join a dynamic, entrepreneurial, and forward‑thinking accounting team that is growing rapidly and known for its young, vibrant culture. This role offers the opportunity to work closely with a diverse portfolio of clients while contributing to a fast‑expanding practice.Why join this team?Vibrant, collaborative, and growth‑oriented environmentExpanding due to strong business performanceOpportunity to manage your own client portfolioExposure to diverse industries and evolving accounting practicesWhat you will be doing:Prepare and present management accountsComplete bank reconciliationsPrepare and file SARS returnsEngage with clients, host virtual meetings, and support onboardingMeet client requirements in line with service agreementsMaintain accurate internal correspondence and tracking listsWhat we are looking for: Completed tertiary accounting qualification3 years experience within an accounting firm, managing a portfolio of clientsStrong MS Excel and Pastel Accounting skills (Xero advantageous)Tech‑savvy and adaptableStrong team player with a client‑centric mindsetHigh attention to detail and passion for accountingProfessional work ethic and strong communication skillsBenefits and unique aspects: Opportunity to directly manage and build client relationshipsProfessional growth in an expanding firmExposure to cloud‑based and modern accounting toolsVibrant, youthful team environmentPlease note if you havent heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. Wed still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
https://www.jobplacements.com/Jobs/A/Accountant-1269596-Job-Search-3-7-2026-1-59-49-PM.asp?sid=gumtree
1d
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Do you thrive in a fast-paced, target-driven client services environment?We are recruiting for a dynamic and driven Client Service Consultant to join a marketing-focused team based in Bellville.No cold calling!This role requires someone who can manage inbound and outbound calls with professionalism, accuracy and empathy, while driving enrolment, retention and client satisfaction.You will handle client queries from first contact to resolution, ensuring service excellence and adherence to quality standards. You will log, track, resolve and follow up on all interactions within defined service levels while meeting daily, weekly and monthly targets.This is a high-accountability, high-energy environment suited to someone who enjoys structured performance metrics.Minimum RequirementsGrade 12Minimum 2 years’ experience in a call centre, customer service or sales environmentFluent in Afrikaans and EnglishStrong administrative and computer skills (MS Office)Experience working with call centre systems Advantageous: Qualification in call centre/customer service/sales/marketing. Key ResponsibilitiesCall Handling (50%)Answer calls promptly and professionallyAdhere to quality standards and scriptsDrive first-call resolutionLog and track all interactionsMeet performance targets Client Query Management & Administration (25%)Investigate and resolve queries or compla
https://www.jobplacements.com/Jobs/C/Client-Service-Consultant-1261694-Job-Search-02-12-2026-01-00-15-AM.asp?sid=gumtree
4d
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We are seeking a driven and customer-focused Sales Representative to grow and manage our e-waste client portfolio. This role is primarily sales-oriented, responsible for acquiring new clients, managing key accounts, and driving e-waste volumes and revenue across corporate and commercial customers.The ideal candidate is a proactive sales professional with strong communication and relationship-building skills, a solid understanding of the e-waste or recycling industry, and the ability to convert leads into long-term commercial relationships. The role also requires coordination with operations to ensure seamless collections, compliance, and service delivery. Sales & Revenue GrowthActively prospect, qualify, and secure new e-waste clients through cold calling, referrals, and networking.Achieve monthly and quarterly sales, volume, and revenue targets.Promote the companys e-waste services, compliance capabilities, and value proposition.Identify upselling and cross-selling opportunities within existing client accounts.Maintain a healthy sales pipeline and track deal progression.Client Acquisition & Account ManagementBuild and manage a portfolio of corporate, SME, and individual e-waste clients.Serve as the primary point of contact for client enquiries, service requests, and pricing discussions.Maintain regular client engagement to ensure retention and repeat business.Conduct client visits, needs assessments, and service reviews where required.Deliver a consistently high standard of customer service and professionalism.E-Waste Collection & Service CoordinationCoordinate e-waste collection requests in collaboration with operations and logistics teams.Ensure accurate communication of collection schedules, quantities, and service requirements.Track collections and follow up to ensure timely and successful completion.Assist in resolving client service issues or operational delays.Support onboarding of new clients into operational workflows.Pricing, Quotations & Commercial SupportPrepare and issue quotations in line with approved pricing structures.Support negotiations with clients within company guidelines.Provide accurate information on service scope, compliance, and documentation.Assist management with commercial insights, client feedback, and pricing trends.CRM, Reporting & Data ManagementMaintain accurate client records, sales activity, and opportunity tracking in the CRM system.Support the migration and upkeep of client data from legacy spreadsheets to CRM.Generate sales, pipeline, and activity reports for management review.Ensure data accuracy, complet
https://www.jobplacements.com/Jobs/S/Sales-Representative-EWaste-1267220-Job-Search-3-2-2026-6-50-38-AM.asp?sid=gumtree
7d
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Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.Responsibilities:Draft and send client agenda’s, generate review reports, capture and draft meeting notes, assign or implement action items through to completionComplete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and proceduresWork closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and clientReview and update financial information on Elite Wealth as necessaryParticipate in the development of paraplanning policies and proceduresParticipate in assigned projects the firm implementsAssist in improving, developing, and delivering services offered to clientsPlan for upcoming reviews and set up weekly catch-up meetings with the advisorProvide regular feedback to advisors regarding workflowsKnowledge of compliance requirements for FAIS/FICA, etc.Requirements:Tertiary qualification and preferably Post Grad Diploma in Financial PlanningRegulatory examination RE1 or RE5 is advantageousCertified Financial Planner CFP® is advantageousStrong analytical and problem-solving skillsExcellent written and verbal communication skillsProficient in Microsoft Office Suite, specifically Excel
https://www.jobplacements.com/Jobs/P/Paraplanner-Fish-Hoek-1267971-Job-Search-03-03-2026-05-00-15-AM.asp?sid=gumtree
6d
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Key ResponsibilitiesProvide administrative and client service support to Financial Planning PartnersAct as the primary point of contact for client queries and requestsManage client onboarding processes including FICA and compliance documentationProcess new business applications and client transfersLiaise with product providers regarding client transactions and requirementsMaintain and update client records and documentation on internal systemsPrepare documentation and reports for client reviewsMonitor outstanding requirements for new business applicationsAssist with organizing client events and communicationsSupport general office administration and operationsRequirements23 years experience in the financial services industry advantageousRelevant tertiary qualification beneficialStrong administrative and organizational skillsExcellent communication and client service skillsHigh attention to detail and accuracyAbility to manage multiple tasks and meet deadlinesProficiency in Microsoft Office (Word, Excel, Outlook)Key CompetenciesStrong client relationship focusExcellent time management and organizational skillsAbility to work both independently and as part of a teamProfessional, proactive and reliable***ONLY SHORTLISTED CANDIDATES WILL BE C
https://www.jobplacements.com/Jobs/F/Financial-Planning-Partner-Assistant-1269274-Job-Search-03-06-2026-04-25-43-AM.asp?sid=gumtree
3d
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In this pivotal role, you will onboard and maintain larger mass market clients, ensuring an exceptional end-to-end client experience while continuously consulting them to identify up-sell opportunities and becoming their trusted business advisor.A key summary of the job specification is provided below. Full details are available after shortlisting.Duties will include:Develop strong relationships with providers by offering valuable insights and supportTake full ownership of the assigned client base.Onboard new clients and train existing ones on products and processes through various channels (in-person, telephonic, digital).Maintain thorough records of all client interactions in the CRM system.Collaborate with New Business Consultants to drive regional growth and ensure smooth sales conversions.Analyse client data to optimise product usage and support client success.Guide clients through change management processes.Identify and pursue upselling opportunities to enhance client value and sustain profitability.Record all client queries on the Service Desk Plus (SD+) platformJob Requirements:National Senior Certificate (Matric); a relevant tertiary qualification is preferred5+ years client service experience in both the healthcare and information technology sectors2+ years training clients on software products2+ years upselling products and services to existing clientsSound knowledge of the South African private medical industry and medical practices is highly advantageousProficiency in English; strong communication, negotiation, and change management skills essentialDemonstrated ability to self-manage, plan effectively, and collaborate within a high-performance teamThe proposed package includes a Basic Salary of R30,000 + Petrol Card + Cell Phone Allowance. (Note: The offer may be lower for a candidate who meets the majority of the qualifying criteria but does not meet all requirements in full. The offer will be market related based on skills, and experience.)Please apply online in the link provided. We do not consider CVs via Whatsapp or email.
https://www.jobplacements.com/Jobs/O/Outbound-Business-Consultant-Healthtech-Industry-1269883-Job-Search-03-09-2026-04-26-36-AM.asp?sid=gumtree
1d
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Insurance generalist prior experience and knowledge of Discovery Invest will be beneficial.Strong focus on Investment department of the brokerage:Will assist with the following in role:Liaise with clients:Distribution of investment proposals to clients.Once go ahead is received:Collect outstanding information from clients:Collection of FICA documents, risk profile analyser completion, client details etc. Invest new business:· Preparing documents on e-signing portal for client signature.· Submission to franchise once signed paperwork is received.· Tracking of case to ensure activation, accuracy and finalisation.· Confirmation to client of new business activation.· Saving all correspondence to the atWORK system.· If paperwork has been manually signed, send clients copies and upload to CRM system. Invest servicing interactions:· Submission of and tracking of servicing interactions on client investments.· Processing functions and paperwork: for example: Premium holidays, re-instatements, change of contributions, switches, offshore withdrawals (manual process).· Confirmations of finalisations confirmation of premium changes, switch finalisations, ACI removals, welcome packs, activations.· Removing ACIs on capped RAs. Reverifications: AML requirements, request from clients, submit to Head Office.
https://www.jobplacements.com/Jobs/I/Insurance-Administrator-1270453-Job-Search-3-10-2026-10-17-20-AM.asp?sid=gumtree
1min
Job Placements
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Insurance generalist prior experience and knowledge of Discovery Invest will be beneficial.Strong focus on Investment department of the brokerage:Will assist with the following in role:Liaise with clients:Distribution of investment proposals to clients.Once go ahead is received:Collect outstanding information from clients:Collection of FICA documents, risk profile analyser completion, client details etc. Invest new business:· Preparing documents on e-signing portal for client signature.· Submission to franchise once signed paperwork is received.· Tracking of case to ensure activation, accuracy and finalisation.· Confirmation to client of new business activation.· Saving all correspondence to the atWORK system.· If paperwork has been manually signed, send clients copies and upload to CRM system. Invest servicing interactions:· Submission of and tracking of servicing interactions on client investments.· Processing functions and paperwork: for example: Premium holidays, re-instatements, change of contributions, switches, offshore withdrawals (manual process).· Confirmations of finalisations confirmation of premium changes, switch finalisations, ACI removals, welcome packs, activations.· Removing ACIs on capped RAs. Reverifications: AML requirements, request from clients, submit to Head Office.
https://www.jobplacements.com/Jobs/A/Administrator-Investments-1270456-Job-Search-3-10-2026-10-19-12-AM.asp?sid=gumtree
1min
Job Placements
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We are searching for a polite, professional call center representative to work closely with other team members to provide outstanding service to our customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The call center representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to clients to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response.To be a successful call center representative, you should be customer-focused, detail oriented, and efficient. You should be polite, reliable, knowledgeable, and adaptable.Call Center Representative Responsibilities:Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services.Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued.Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.Building lasting relationships with clients and other call center team members based on trust and reliability.Utilizing software, databases, scripts, and tools appropriately.Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service.Making sales or recommendations for products or services that may better suit client needs.Taking part in training and other learning opportunities to expand knowledge of company and position.Adhering to all company policies and procedures.
https://www.jobplacements.com/Jobs/A/Airport-Call-Center-Representative-1269684-Job-Search-03-08-2026-23-00-15-PM.asp?sid=gumtree
1d
Job Placements
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An established company with a national footprint within the financial sector is seeking to hire a Wealth Assistant to join their team Iin BellvilleFormal Education:MatricExperience:Administrative/secretarial experience is essential;2-3 years experience in the investment financial services industry.Knowledge:Proficient on Microsoft Office (Word, Excel, Powerpoint, Outlook);Proficient in Afrikaans and English (read, write, speak);Competent on service providers website functionalities.Processing new business for new and existing clients:Implementation of clients instructions i.r.o. investments, insurance policies, etc, in consultation with Advisor and submission of relevant documentation to appropriate service providersObtain confirmation from service providers regarding implementation of instructions above;Written communication/confirmation to clients regarding investment instruction implementation.Servicing of existing clients:Assimilate investment/fund values, investment performance statistics and Astute information of clients;Compiling, binding and preparation of proposals and client review documentation;Make payments on behalf of clients through the corporate saver account.General Administration:Scheduling meetings for Wealth Manager/Advisor and organizing diary;Recording of client interaction and updating of client records upon completion of interaction;Assist with preparation of client annual review;Maintain client record and database according to company policies;Beneficiary Risk Rating and screenings;Assistance with Wealth Special Projects on ad-hoc basis;Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
https://www.jobplacements.com/Jobs/W/WEALTH-ASSISTANT-1267493-Job-Search-3-2-2026-10-58-20-AM.asp?sid=gumtree
7d
Job Placements
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Main duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;Filing, capturing client data, updating spreadsheets and word documents;Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;Follow-up all client transactions, implementation of new business etc;Drawing statements from service providers and summarising client portfolio information;Preparation of the necessary presentations, investment summaries and documentation for client review meetings.Assist with FAIS and FICA compliance and any other compliance requirementsScan to file all new business documents in client folder.General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.Be telephonically available for client queries, and act as initial point of contact for client queries.Maintain an appropriate filing and recording system both hardcopies and electronically.Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.It is essential that the candidate has the ability to multitask and to work under pressure.Requirements:Grade 12 (Essential). 5+ years experience at a financial advisory practice is advantageousPost Matric qualification will be an advantageStrong written and verbal language skills both Afrikaans and English essentialStrong computer skills essentialOwn vehicle, transport and drivers license essential.
https://www.jobplacements.com/Jobs/S/Secretary-Administrator-1264682-Job-Search-03-05-2026-00-00-00-AM.asp?sid=gumtree
4d
Job Placements
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Insurance generalist prior experience and knowledge of Discovery Invest will be beneficial.Strong focus on Investment department of the brokerage:Will assist with the following in role:Liaise with clients:Distribution of investment proposals to clients.Once go ahead is received:Collect outstanding information from clients:Collection of FICA documents, risk profile analyser completion, client details etc. Invest new business:· Preparing documents on e-signing portal for client signature.· Submission to franchise once signed paperwork is received.· Tracking of case to ensure activation, accuracy and finalisation.· Confirmation to client of new business activation.· Saving all correspondence to the atWORK system.· If paperwork has been manually signed, send clients copies and upload to CRM system. Invest servicing interactions:· Submission of and tracking of servicing interactions on client investments.· Processing functions and paperwork: for example: Premium holidays, re-instatements, change of contributions, switches, offshore withdrawals (manual process).· Confirmations of finalisations confirmation of premium changes, switch finalisations, ACI removals, welcome packs, activations.· Removing ACIs on capped RAs. Reverifications: AML requirements, request from clients, submit to Head Office.
https://www.jobplacements.com/Jobs/I/Investment-Administrator-1270452-Job-Search-3-10-2026-10-23-59-AM.asp?sid=gumtree
1min
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