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We are a SAIPA ATC based in Pinelands, providing accounting
and tax services to a wide range of clients. We are looking for graduates
wishing to register as SAIPA Trainees to complete a 3 year SAIPA qualification
(NQF level 8).Candidates must have as a minimum acquired a 4 year degree and
have completed the following subjects:·
Financial Accounting 3,·
Commercial Law 2,·
Internal Auditing 2,·
Taxation 1,·
Management accounting 3, Please forward your CV, ID copy and academic
results via e-mail only to henk@profacc.co.za.
Any application without the minimum requirements will not be considered.
Pinelands
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 client manager in "client manager", Full-Time in Jobs in Western Cape in Western Cape
1
Join a dynamic wealth management environment where youll play a key role in delivering a seamless onboarding and servicing experience for high‑net‑worth clients.Why join this team?Contribute directly to the client experience by preparing fully compliant new‑business casesWork closely with Private Wealth Managers and internal stakeholders across a fast‑paced, client‑centric environmentEngage with high‑net‑worth clients and leading industry providersBe part of a team that values professionalism, accuracy, and strong client relationshipsWhat you will be doing:Manage the full client onboarding & FICA verification processGenerate provider quotes, investment proposals, and risk proposalsHandle end‑to‑end case management:Prepare internal and provider documentationUpload signed documents to internal CRM/platformsImplement transactions for both new and existing clientsMaintain high‑quality record keeping and ensure full compliance on all casesDraft and send client and provider correspondenceProcess servicing transactions, including:Switches and fund selectionsRisk servicingDebit order amendmentsWithdrawals and additional contributionsResolve ad‑hoc client queries (beneficiary changes, personal detail updates)Liaise with internal stakeholders (Wealth Managers, Compliance, Managers) and external parties (clients, providers, broker consultants)What we are looking for:Minimum 3 years paraplanning or case‑preparation experienceStrong understanding of Record of Advice, Financial Needs Analysis & regulatory complianceSolid financial services product knowledgeMatric + RE5Computer literacy and excellent written/verbal communication skillsAbility to manage workload independently and meet deadlines in a high‑pressure environmentStrong attention to detail, sound judgement, and client‑centric mindsetHigh resilience, professionalism, and proactive problem‑solving capabilities5+ years experience in case preparationExposure to Elite system (advantageous)Wealth Management qualification (NQF 5/6, 120 credits) or CFP advantageousBenefits and unique aspects: High exposure to private wealth and complex client portfoliosOpportunity to build strong technical expertise in financial planning processesCollaborative role with both operational and client‑facing interactionsFast‑paced environment ideal for individuals who enjoy structured, compliance‑focused workIf you havent heard back from us within two weeks of submitting your application, unfortunately your applicatio
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1258636-Job-Search-2-3-2026-7-48-04-AM.asp?sid=gumtree
2d
Job Placements
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Requirements:Minimum of 35 years experience in a Client Services, Operations, or Site Management role within the guarding or security industryPSIRA RegistrationProven experience managing multiple client sites and security officersDemonstrated experience in client relationship management and service deliveryExperience handling disciplinary matters and staff performance managementExposure to audits, inspections, and operational reporting within a security environmentExperience working flexible hours, including night duty and standby, as requiredStrong leadership and people management skillsSound understanding of security operations, site compliance, and asset controlKey Responsibilities:Site Visits & Reporting,, Staff Management, Site and Asset Management and Client Relationship ManagementHow to apply:
https://www.jobplacements.com/Jobs/C/Client-Services-Manager-Security-Guarding-1259076-Job-Search-02-04-2026-04-33-27-AM.asp?sid=gumtree
1d
Job Placements
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Responsibilities:Prepare and collate new client onboarding documentationOversee the management and updating of client CRM profileLiaise with external and internal providers on client specific queriesResolve and manage admin related queries or issues with clients directlyManage preparation of client review packsApply basic knowledge of the FAIS General Code of Conduct in daily workDraft and/or check Record of Advice and Replacement disclosure formsEnsure CDD on all clients based on their risk profile according to FICA and company RMCPEnsure a basic level of product knowledge by keeping up to date with productsCompile proposal documents based on the Wealth Manager instructionCompile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelinesRequirements:Commerce or financial degree (advantageous)3-5 years experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial AdvisorsCFP designation (advantageous)RE5 (advantageous)Experience in and solid understanding of the financial planning environment, FAIS (CAT II advantageous), and FICAMS Office SuiteXPlan (advantageous)Ability to prioritise, organise and plan around large amounts of informationHigh attention to detailKeen interest in Fintech systemsThank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.
https://www.jobplacements.com/Jobs/W/Wealth-Management-Associate-1240290-Job-Search-02-05-2026-00-00-00-AM.asp?sid=gumtree
11h
Job Placements
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Our Client, a national leader and Icon in premium, is seeking to employ an experienced SM to join their team
Purpose:
The Store Manager is responsible for the overall performance, profitability, and operational excellence of the store. This includes driving sales, delivering exceptional customer experiences aligned with the brand, leading and developing the store team, and ensuring full compliance with company policies, procedures, and retail standards.
As a Store Manager, you are a brand custodian and business leader within the retail operation. You are accountable for sales performance, customer service excellence, people management, stock control, and store presentation, ensuring the store consistently reflects the premium standards of the brand.
Main requirements:
Grade 12
Tertiary will be an advantage
Relevant managerial experience running a store
As per our client’s requirements, clear and positive background checks will apply
Email cv to marlene@servicesolutions.co.za
Consultant Name: Marlene Smith
1d
Service Solutions
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Our Client, a national leader and Icon in premium, is seeking to employ an experienced SM to join their team
Purpose:
The Store Manager is responsible for the overall performance, profitability, and operational excellence of the store. This includes driving sales, delivering exceptional customer experiences aligned with the brand, leading and developing the store team, and ensuring full compliance with company policies, procedures, and retail standards.
As a Store Manager, you are a brand custodian and business leader within the retail operation. You are accountable for sales performance, customer service excellence, people management, stock control, and store presentation, ensuring the store consistently reflects the premium standards of the brand.
Main requirements:
Grade 12
Tertiary will be an advantage
Relevant managerial experience running a store
As per our client’s requirements, clear and positive background checks will apply
Email cv to marlene@servicesolutions.co.za
Consultant Name: Marlene Smith
1d
Service Solutions
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CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City, Cape Town, Western CapeR25 000 to R30 000 Basic Per Month plus Benefits (Negotiable based on qualification and years of relevant experience)Our Client, a Global Financial Services concern is seeking a highly Client Centric, self-managed and pro-active CRM / Paraplanner to join their dynamic team professionals.One would describe you as being a highly organised problem solver who possesses strong time management skills and who places particular emphasis on accuracy and attention to detail.Further to this you are a resourceful team player and have a sense of urgency when needing to meet set deadlines. You are able to handle confidential information with discretion, and have the ability to work under pressure. You are extremely adaptable and able to thrive in a fast paced environment. Main Purpose of the Role:Preparation of New Business cases for Private Wealth Managers, in line with compliance requirements. Minimum Requirements:3 5 years para-planner experience (specific case preparation experience) or exposure to Record of AdviceWealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits NQF5/6)Matric Regulatory Exam 5 / stiving towards obtaining RE5Certified Financial PlannerFinancial Needs Analysis and industry complianceFinancial Services product knowledgeExperience in Elite - advantageousUnderstanding of the financial planning processHigh level of financial industry technical knowledgeProficient with MS OfficeExcellent communication skills (verbal and written)Ability to manage own time and workload effectively Key Responsibilities:Complete client onboarding process & FICA verification processGenerating provider quotes & risk and/or investment proposalsCase Management:Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork)Signed documentation to be uploaded to internal CRMs/PlatformsImplementing transactions for new and existing clients by interacting with the Private Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events and transactions). Maintaining Good Record KeepingDrafting and sending correspondence to client and external providersGenerating servicing transactions for clients:Switches/Fund SelectionsRisk servicingChanges to debit ordersWithdrawalsAdd
https://www.jobplacements.com/Jobs/C/CUSTOMER-RELATIONSHIP-MANAGER-PARAPLANNER-Onshore-1259800-Job-Search-2-6-2026-4-07-53-AM.asp?sid=gumtree
2h
Job Placements
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Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation.The successful candidate will provide the required and relevant professional assistance to the Wealth Manager or Advisor in the administration and implementation of clients financial reviews, financial planning, retirement instruction, and investment instructions.Formal Education:MatricNQF 6 (Advanced Certificate in Wealth Management/Advanced Certificate in Financial Planning, or related)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essential.Knowledge:Proficient on Microsoft Office (Word, Excel, PowerPoint, Outlook)Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities (Investment and risk service providers)Service provider products (Investment and risk platforms)Duities:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance with company policies;Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor;Handling of retirement claims, mainly focusing on Public sector funds;Section 14 & Section 37 transfers;Assist with Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance applications;Facilitate the Transfer from Living Annuity to Life Annuity process.Servicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/Advisor;Make payments on behalf of clients through the Investec corporate saver account;Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor.General Administration:Ensure that client documentation complies with FICA & FAIS legislation;Recording of client interaction and updating of client records upon completion of the interaction;Maintain client records and database according to company policies;Attend to Death Claim processes and documentation;Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;Assistance with Wealth Special Projects on an ad-hoc basis;Actively building relationships with clients via telephone, in person, and via email;Proactively managing task
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1259132-Job-Search-2-4-2026-8-15-18-AM.asp?sid=gumtree
1d
Job Placements
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My client is looking for an experienced Invoicing Clerk to join a fast-paced environment supporting clients within the supply chain and logistics sector.This role is based in Stellenbosch, Western Cape.Key Responsibilities:Prepare, review, and issue large volumes of customer invoices, including foreign currency billingEnsure that all invoicing is completed in line with internal controls, procedures, and client requirementsInterpret invoicing guidelines and provide clarity where neededEngage with clients to investigate discrepancies and resolve billing queries efficientlyManage daily, weekly, and monthly invoicing deadlines to ensure timely deliveryContribute to client planning and forecasting processesCollaborate with management to ensure that service levels and client expectations are metParticipate in client meetings or site visits when requiredSupport the improvement and implementation of invoicing processesMaintain accurate and up-to-date client information, including seasonal changesEnsure that all required data is complete and correct before processingPerform general administrative duties related to invoicingAssist with audit preparation and respond to audit requestsJob Experience and Skills Required:Grade 12 / Matric with Mathematics and AccountingRelevant tertiary qualification (advantageous)23 years experience in an invoicing or billing role, preferably within Supply Chain or LogisticsStrong attention to detail and ability to work under pressureGood communication skills and confidence dealing with clientsAbility to manage multiple deadlines in a high-volume environmentApply now! For more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/I/Invoice-Clerk-1259227-Job-Search-02-04-2026-10-15-07-AM.asp?sid=gumtree
1d
Job Placements
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Producer / Project Co-ordinatorWork on animated video projects for major global brands | Somerset East, Eastern Cape | R18,000 R28,000 per monthAbout Our ClientOur client is a creative production company specialising in animated video content for international brands. They work with global clients while operating from an in-house studio environment in Somerset East. The business offers hands-on training and exposure to end-to-end production coordination in a creative setting.The Role: Producer / Project Co-ordinatorThis role exists to coordinate animated video projects from briefing through to delivery. The Producer / Project Co-ordinator ensures projects run on schedule, stay within budget, and meet creative requirements while working closely with both international clients and local creative teams.Key Responsibilities03 years of experience coordinating projects or managing tasks in a structured environmentCoordinate animated video production for international clientsLiaise with scriptwriters, animators, and voice-over artists to manage workflowsTrack project timelines, deliverables, and budgetsCommunicate clearly with clients to ensure expectations and requirements are metManage a 40-hour work week, typically from 10am to 7pm with an extended lunch breakAttend occasional evening calls with US-based clients, which can be done from homeAbout You03 years of professional experienceUniversity degree in any fieldHighly organised with strong time-management skillsExcellent written and verbal communication skillsConfident using computers and standard productivity toolsAble to work to deadlines and manage multiple tasks simultaneouslyOpen to relocating to Somerset East and working in-houseAdditional InformationRelocation support includes covered flight costs, payment of the security deposit and first months rent, assistance in finding accommodation, and retention of the security deposit upon eventually leaving the role. Somerset East offers a quiet, green environment known for historic architecture and outdoor activities such as hiking and fly-fishing.
https://www.jobplacements.com/Jobs/P/Producer-Project-Co-ordinator-1259130-Job-Search-2-4-2026-9-15-09-AM.asp?sid=gumtree
1d
Job Placements
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