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My client, a well established Blue Star Financial Services business based in Bellville, needs the service of a new business (NUB) and investement assistant to support the Financial Advisors who specialise in financial planning of professional clients and must therefore posess over strong administrative and interpersonal skills. Core functions include: - Processing of new business and investment applications- Capture and submit new business applications timeously and do follow-ups when required- Manage and obtain outstanding documentation i.e. medical information, bank details, FICA doucument- General administration of client information on the data basis- Written and verbal communication with client such as the handling of client enquiriesJob Requirements: - Grade 12- Minimum of 3 years experience in a relevant financial services environment (especially long term insurance) and particularly if you have worked in a Financial or Insurance Brokerage environment- A working knowledge of S.Net and/or Sanfin will strengthen your application- The ability to work accurtely and independently without direct supervision and to deal with more than one issue simutaneously- Good communication skills in both English and Afrikaans- Grade 12Remuneration - Market related salary plus benefits negatiable depending on relevant experience- 13th cheque in December based on individual and business performance- 21 days annual leaveWorking hours Monday to Friday 8h00 to 16h30Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invited for an interview within 10 days kindly accept that your application was not shortlisted
Bellville
Results for financial advisor jobs in "financial advisor jobs" in Jobs in South Africa in South Africa
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Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans. Your:Formal Education:Matric and relevant industry-related degreeExperience:A minimum of five years relevant experience in the financial services industryCritical Competencies:Knowledge AdministrationTechnologically literate (MS Office, Excel)Good internet skills - email programPrinciples of sound English and Afrikaanswill enable you to:People:Proactively manage all client queries and process their requests accurately and with due care and diligence;Interact with clients, staff and stakeholders;Regular interaction with clients, colleagues and management to ensure the effective and efficient delivery of administrative and planning requirements.Processes:Arrange and finalize all repurchases, loans and surrenders and replacements;Monitor maturities and report back to the advisor;Arrange appointments and manage the advisors diary, ensure reviews are set-up;Arrange flights and transfers for advisor when travelling to client visits;Arrange invoices and quotes where applicable;Timeously arrange for applications and switch forms and ensure documents are complete and accurate;Submit new business timeously and accurately and follow up on the process;Provide daily feedback to advisor on all business in process;Manage and drive outstanding requirements i.e. medicals, questionnaires, FICA documents and anything material to the case;Ensure that all instructions are received and processed by product providers, and that processing takes place within reasonable SLA turn-around times;Assist with the planning where advisor markets his services;Gather and prepare information for client meetings, including but not limited to initial meeting and client reviews;Ensure processes set by head office (expense claims, application for leave etc.) are followed, and act as facilitator for information and documents to flow between offices;Ensure correct broker code allocated to clients, keep records of any changes;Handle or facilitate the resolution of all queries received within 24 hours or at earliest possible time;Responsible for ensuring all FAIS and FICA compliance documents are on record, monitor and assist advisor with
https://www.jobplacements.com/Jobs/S/SNR-ADMIN-ASSISTANT-FOR-FINANCIAL-ADVISOR-1255546-Job-Search-1-26-2026-1-29-04-AM.asp?sid=gumtree
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Minimum QualificationFAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Continuous Professional DevelopmentAttest to Honesty, Integrity, and Good StandingMinimum Experience2 years experience in short term Personal lines Insurance salesSkillsEnergeticSelf-motivatedDrivenCommunication skills verbal and writtenWork independentlyTime management skillsComputer proficiency Microsoft Office, Excel, Word, PowerPoint, and Outlook
https://www.jobplacements.com/Jobs/V/Virtual-Advisors-1257708-Job-Search-01-30-2026-10-37-46-AM.asp?sid=gumtree
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Minimum QualificationFAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Continuous Professional DevelopmentAttest to Honesty, Integrity, and Good StandingMinimum Experience2 years experience in short term Personal lines Insurance salesSkillsEnergeticSelf-motivatedDrivenCommunication skills verbal and writtenWork independentlyTime management skillsComputer proficiency Microsoft Office, Excel, Word, PowerPoint, and Outlook
https://www.jobplacements.com/Jobs/V/Virtual-Advisors-1257712-Job-Search-01-30-2026-10-37-46-AM.asp?sid=gumtree
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Minimum QualificationFAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Continuous Professional DevelopmentAttest to Honesty, Integrity, and Good StandingMinimum Experience2 years experience in short term Personal lines Insurance salesSkillsEnergeticSelf-motivatedDrivenCommunication skills verbal and writtenWork independentlyTime management skillsComputer proficiency Microsoft Office, Excel, Word, PowerPoint, and Outlook
https://www.jobplacements.com/Jobs/V/Virtual-Advisors-1257709-Job-Search-01-30-2026-10-37-46-AM.asp?sid=gumtree
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Minimum QualificationFAIS Fit and Proper Requirements Applicable to this Role (Advice and Intermediary Service)FSCA-Approved QualificationRegulatory Exam for Representatives (RE5)Continuous Professional DevelopmentAttest to Honesty, Integrity, and Good StandingMinimum Experience2 years experience in short term Personal lines Insurance salesSkillsEnergeticSelf-motivatedDrivenCommunication skills verbal and writtenWork independentlyTime management skillsComputer proficiency Microsoft Office, Excel, Word, PowerPoint, and Outlook
https://www.jobplacements.com/Jobs/V/Virtual-Advisors-1257711-Job-Search-01-30-2026-10-37-46-AM.asp?sid=gumtree
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Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc.- Coordinate and produce annual reviews incl. reports etc.- Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness.Personal Effectiveness- Accountable for service delivery and take ownership through own efforts of all aspects of the job.- Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance). - Collaborates and networks effectively with others to achieve results.Quality Assurance- Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements.- Passionate and committed to service excellence and embrace a culture of exceptional performance.Relationship Building- Build strong partnerships with staff from various suppliers.- Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed.Knowledge and SkillsIT / Systems:- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).- Knowledge on different programs for example Momentum, Sanlam, Glacier by Sanlam etc.- Adequate typing speed.Competencies- Detail- and task orientation & Effective multi-tasking.- Proactive problem-solving ability, planning and organizing.- Sound communication skills (written, email and phone).- Building efficient relationships to accomplish objectives of role.- Information Monitoring, Initiating Action &Ownership.Requirements: - Grade 12, other diploma or degree will be advantages.- Afrikaans and English very important, a lot of clients are Afrikaans clients as well.- Previous exposure to dealing with and assisting clients in terms of a financial planning is important.- Own transport and a valid drivers license.- Fully bilingual Afrikaans and English (read, write & speak).
https://www.jobplacements.com/Jobs/F/Financial-Advisor-Assistant-Irene-Centurion-1255643-Job-Search-01-26-2026-04-05-26-AM.asp?sid=gumtree
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Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!What we offer:- Commission-based earning potential- Location: South of Johannesburg- Hybrid working model with flexibility for home working- Opportunity to build and grow your client portfolio- Career advancement in financial servicesWhat Youll Do:- Provide clients with expert financial advice and planning- Create and manage comprehensive financial plans- Guide clients through investment options and strategies- Perform detailed risk assessments- Develop retirement planning strategies- Review and optimize client portfolios for asset growth- Conduct market research and financial analysis- Stay current with financial trends and legislation- Build and maintain strong client relationships Essential Requirements:- Minimum 2 years of financial planning at a registered financial service provider- Existing date of first appointment as representative with FSCA- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field- Industry-approved qualification Core Skills Required:- Financial Planning and retirement planning expertise- Proficiency in finance, investment, and long-term risk insurance- Strong analytical and problem-solving abilities- Excellent interpersonal and communication skills- Ability to work independently and as part of a team- Experience in financial services or related fields
https://www.jobplacements.com/Jobs/F/Financial-Advisor-1253000-Job-Search-1-19-2026-3-02-18-AM.asp?sid=gumtree
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