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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 service advisor in "service advisor" in Jobs in Western Cape in Western Cape
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Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers.This role is integral in aligning practices with the companys internal house-views and enhancing a philosophy centered on financial wellness and client centricity. You will operate as a true practice partner, delivering the full wealth management value chain to drive adviser and client growth. Key Responsibilities: Implement the Wealth Management value proposition across all financial planning practices and adviser segments.Drive the adoption of the companys investment philosophy and internal House view fund list to empower advisers to articulate value to clients.Manage strategic partnerships with internal investment, trust, and securities divisions to support franchises with the full wealth offering.Drive strategies to increase assets under management/advice for the channel.Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in financial technology. Facilitate the investment advice process with financial advisers to drive adoption of financial planning tools and investment proposals.Provide expert guidance on retirement planning, estate planning, tax optimization, and other aspects of comprehensive financial planning.Educate financial advisers on investment strategies, market trends, and financial planning concepts, facilitating investment workshops.Build and retain funds under management by migrating existing assets to focus solutions. Requirements:Education & Licensing:Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).Certified Financial Planner (CFP) designation (Preferred).Hold both RE1 and RE5 regulatory examinations (Essential).Experience & Knowledge:58 years of experience in financial services, specifically within asset wealth management.58 years of experience in the investment marketing arena.Strong knowledge of the investment and wealth management industry in South African and international markets.In-depth legal knowledge of product wrappers, FAIS, exchange control, and financial instruments.
https://www.jobplacements.com/Jobs/W/Wealth-Advisor-1255288-Job-Search-1-23-2026-8-36-17-AM.asp?sid=gumtree
5d
Job Placements
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Job Title: Lead Generation Specialist (Ex-Financial Advisors)Company: Lead Gurus KSGLocations: Cape Town Employment Type: Full-timeAbout the RoleLead Gurus is seeking former Financial Advisors to join our "Leads Gen Services" team. This role leverages your previous industry expertise in financial services to drive high-quality lead generation. Unlike traditional advisory roles, this position focuses on the front-end of the sales funnel, providing a stable alternative to commission-only structures.Key RequirementsTo be considered for this role, candidates must meet the following criteria:Professional Experience: Minimum of 3 years of experience specifically as a Financial Advisor.Transportation: Must possess a reliable personal vehicle.Equipment: Must own a functional laptop.Location: Must be based in Cape Town Remuneration & PerksSalary: R8,000 Basic + 5% Commission.Financial Stability: Guaranteed earnings with no clawbacks or lapses.Allowances: Includes a dedicated Fuel and Cellphone allowance to cover operational costs.How to Apply:Interested candidates should submit their professional resume/CV via email:Email: kevin@leadgurus.co.zaWebsite: leadgurus.co.zaJob Type: Full-timeWork Location: In person
17d
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Customer Experience AdvisorSupport a growing logistics service across Europe hybrid role in CPTHybrid/Office | R18,000 R25,000 | Netherlands/Belgium hoursAbout Our ClientOur client is an entrepreneurial logistics services company operating as a transportation reseller across Belgium and the Netherlands, with expansion plans into Spain. The company supports a franchise network of Shipping Advisors and operates with a proactive, can-do attitude. The environment is fast-paced and hands-on, ideal for candidates seeking variety, responsibility, and impact.The Role: Customer Experience AdvisorAs a Customer Experience Advisor, you will play a central role in supporting both Franchise Owners and direct customers across Europe. Working in a dynamic team, youll resolve shipping queries, proactively manage shipment issues, support operational excellence, and occasionally assist with admin and system testing. This role exists to ensure smooth delivery operations and maintain high service standards across all markets served.Key ResponsibilitiesBring a minimum of 3 years experience in customer service and logistics operationsRespond to inbound franchise support requests, including missed pickups, returns, claims, and tracking issuesHandle direct customer communication for similar shipment challengesProactively monitor shipment journeys and resolve potential issues such as missing paperworkAssist with testing and feedback on internal shipping and admin portalsPerform additional admin tasks and outbound customer outreach during quieter periodsAbout You3+ years in a customer service role, ideally within logistics or shippingFluent in English and Afrikaans (written and verbal), with good understanding of DutchStrong computer literacy across CRM systems, email platforms, and the MS365 suiteFriendly, professional, and proactive attitude with strong attention to detailComfortable working in a hybrid environment aligned to Central European Time (8:3017:30)Hardworking, well-spoken, and adaptable to a learning-focused, entrepreneurial setting
https://www.jobplacements.com/Jobs/C/Customer-Experience-Advisor-1253780-Job-Search-1-20-2026-9-13-54-AM.asp?sid=gumtree
8d
Job Placements
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Requirements:Grade 12Tertiary Qualification is essentialA minimum of 1-3 years working experience will be beneficialExcellent numerical skills requiredValid Drivers License is essential (non negotiable)MUST BE AVAILABLE TO START IMMEDIATELYAbout you:Good communication skills (verbal and written)Extrovert, with good interpersonal skillsGoal driven and a go-getterNetworking skillsTeam playerPlease note only candidates with the required experience will be contacted and considered. If you are not contacted within 14 days, kindly consider your application unsuccessful.Apply now!
https://www.jobplacements.com/Jobs/A/12-Month-Automotive-Vehicle-Service-Advisor-Learne-1197240-Job-Search-06-24-2025-10-22-03-AM.asp?sid=gumtree
7mo
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-1255036-Job-Search-1-23-2026-5-46-12-AM.asp?sid=gumtree
5d
Job Placements
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Minimum Requirements:Must have a minimum of 2 to 3 years recent experience as a Service Advisor within the Automotive IndustryMust have valid Drivers LicenceEvolve | BSI | Keyloop Autoline Dealer Management Systems literacy will be beneficialBasic Technical understanding of Vehicle systems essentialMust have the ability to multitask in a fast-paced Dealership environmentContactable referencesSalary Structure: Basic Salary of R 14 000 to R 17 000 based on experienceIncentivesBenefits(Only suitable candidates will be shortlisted and contacted within 14 days) Please send your CV to
https://www.jobplacements.com/Jobs/S/Service-Advisor-1250661-Job-Search-01-12-2026-22-24-17-PM.asp?sid=gumtree
15d
Job Placements
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The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-09-m-1250180-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
16d
Job Placements
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The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/N/National-Advisor-Support-Consultant--09-month-Fix-1250178-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
16d
Job Placements
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Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies: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)will enable you to:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance to company policiesFollow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/AdvisorHandling of retirement claims, mainly focusing on Public sector funds.Section 14 & Section 37 transfersAssist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.Facilitate the Transfer from Living Annuity to Life Annuity processServicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/AdvisorMake payments on behalf of clients through the Investec corporate saver accountAttend to client complaints and enquiries in consultation with Wealth Manager/AdvisorGeneral Administration:Ensure that client documentation is in compliance with FICA & FAIS legislationRecording of client interaction and updating of client records upon completion of interactionMaintain client record and database according to company policiesAttend to Death Claim processes and documentationCorrect and timeous completion and submission of Fee Forms as well as all internal documentation as per company policyAssistance with Wealth Special Projects on ad-hoc basisActively building relationships with clients via telephone, in person and via email.Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1203407-Job-Search-7-16-2025-2-24-49-AM.asp?sid=gumtree
6mo
Job Placements
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Key Performance Areas:Prepare for the arrival of customers and their vehiclesCompile accurate job cards, cost estimates, and service recommendationsManage customer consultations upon arrivalUpdate and maintain the Dealer Management System and vehicle control systemsLiaise regularly with customers regarding vehicle status and progressAct as the link between customers, technicians, and the parts departmentHandle customer queries, complaints, and follow-ups professionallyMaintain accurate service records and customer dataEnsure accurate invoicing and payment processingConduct professional vehicle handoversPerform customer follow-ups and service remindersAttend weekly service meetingsThe successful candidate should demonstrate a passion for dealing with people, consistently promote a professional business image, support colleagues where required, and actively promote the dealerships services and products. The goal is to deliver a service experience that exceeds customer expectations.Qualifications and Experience:Minimum of 2 years experience in a similar role within a motor dealership (essential)Grade 12 / Senior CertificateMotorcycle licence (Code A) preferredMust have own reliable transportTechnical qualification and/or mechanical aptitude will be advantageousSkills and Personal Attributes:Excellent interpersonal and communication skillsStrong customer and service orientationEffective problem-solving abilitySelf-management and resilienceTeam-oriented with a positive attitudeRemuneration:A competitive salary, performance-based incentives, and standard company benefits including medical aid and provident fund contributions are offered.
https://www.jobplacements.com/Jobs/S/Service-Advisor-1253171-Job-Search-01-19-2026-04-22-49-AM.asp?sid=gumtree
9d
Job Placements
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The successful candidate will provide customers with a professional service experience whilst ensuring adequate communication between customers, parts and service departments in achieving customer satisfaction goalsRequirements:A minimum of 2 years in a similar position within a motor dealership would be a distinct advantageSenior Certificate Grade 12.Technical qualification and/or aptitude would be advantageousExcellent interpersonal communication skillsCustomer and service orientationSelf-management and resilienceDuties will include, but are not limited to:Prepare for the arrival of the customer and vehiclePrepare accurate job cards, cost estimates, and service recommendationsTaking care of customer at initial consultation upon arrivalUpdate Dealer Management System, track all vehicles and update control systemsRegular Liaison with customersLiaise between customers, technicians, and parts departmentsHandle customer queries, complaints, and follow-ups professionallyMaintain accurate service records and customer dataEnsure accurate invoice paymentsProfessional Vehicle HandoverCustomer follow up and remindersAttend weekly service meetingsGeneral ad-hoc duties which might be assigned from time to timeAssist fellow employees wherever possible and promote the services and products that the company has to offer.In return, a competitive salary is on offer with benefits
https://www.jobplacements.com/Jobs/S/Service-Advisor-1251916-Job-Search-01-15-2026-04-00-07-AM.asp?sid=gumtree
13d
Job Placements
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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
7mo
Job Placements
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