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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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We're are looking for driven Financial Advisors to join our team!Who are we?We are an authorised FSP situated in Claremont that is contracted to Old Mutual. We are currently recruiting Financial Advisors for field environment. We strongly believe in building strong, lasting relationships with our financial advisors. Our key purpose is to provide excellent financial services to our clients. Skills
Required:
- Strong
communication and interpersonal skills
- Proven
track record of building relationships and generating leads
- Ability
to work independently and manage time effectivelyMinimum Requirements:- Matric (Grade 12)- Computer literate- Minimum 2 years in Financial Advisory Role- Excellent communication - Outstanding sales ability - Regulatory Examination 5 (Advantageous)- Build strong relations with clients, providing financial security and planningWhat will you do?- Assist in growing Khusela Financial Services- Partake in face to face interactions to create business opportunities - Ensure that all client interactions are compliant and ethical with regards to disclosures and advice given
12h
Other1
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Job Specification Summary: Financial PlannerCore Role OverviewTitle: Financial AdvisorBusiness Unit: Advisory ServicesReports To: Head of Advisory ServicesHermanus, Western Cape, South AfricaCompany Values: Integrity, Accountability, Excellence, InnovationPrimary Focus: Provide expert advice on investments, retirement planning, and wealth preservation, while collaborating with Business Development to meet revenue targets. The role involves handling complex issues like tax residency, foreign pensions, exchange controls, and international estate planning.Key ResponsibilitiesThe role is divided into several categories:Financial Planning:Personalized advice on investment portfolios, retirement strategies, and wealth preservation.Conduct financial needs analyses and develop tailored plans.Stay updated on SA financial laws, taxes, and retirement products.Advise on offshore investments, annuities, tax-efficient strategies, and transitions from pension/provident funds.Handle cross-border issues (e.g., currency risk, dual tax residency).https://www.executiveplacements.com/Jobs/F/Financial-Planner-1256270-Job-Search-1-27-2026-9-14-09-AM.asp?sid=gumtree
17h
Executive Placements
1
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Role: Legal AdvisorLocation: ClaremontA premier wealth management group, known for its holistic approach to financial planning, asset management, and fiduciary services, is seeking an experienced Legal Advisor to support its group of companies. This role offers a unique opportunity to provide high-level legal guidance across a diverse portfolio that includes wealth management, asset management, collective investment schemes, a linked long-term insurer, and treasury services.Our client is looking for a legal professional with a commercial mindset, strong regulatory knowledge in non-banking financial services, and a passion for enabling sound business decision-making through legal insight.Key Responsibilities:Provide comprehensive legal advice to various business units across the groupSupport the Compliance team with legal interpretation and analysisAdvise on new business ventures and assist with the legal implementation of initiativesEnsure legal compliance with relevant financial services legislationStay abreast of legal developments and proactively advise business leadersDraft and review a wide range of contracts, including financial services agreements and general commercial documentsDraft and vet client documentation and correspondenceLiaise with and manage relationships with external legal counselLead and support negotiations with external stakeholders and suppliersRepresent the group at ASISA committees and contribute to regulatory commentary on behalf of the firmRequirements:LLB degree and admission as an attorney of the High Court of South AfricaAt least 8 years post-qualification legal experience, with 6+ years as a Legal Advisor in the non-banking financial services sectorTechnical Skills:Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and AdobeExpertise in financial services law and general commercial lawAdvanced contract drafting and legal writing skillsKey Competencies:Strategic business insight and the ability to align legal advice with commercial goalsExceptional verbal and written communication skillsStrong negotiation and stakeholder engagement abilitiesHigh level of accountability and ethical conductProven problem-solving and decision-making capabilitiesAbility to work independently and collaboratively within a teamExcellent time management and prioritisation skills
https://www.executiveplacements.com/Jobs/L/Legal-Advisor-1203292-Job-Search-7-15-2025-10-00-23-AM.asp?sid=gumtree
6mo
Executive Placements
1
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Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm.This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel. The successful candidate will align advisory practices with internal house-views while enhancing the financial wellness and client-centric philosophy of the organization. Key Responsibilities Value Proposition Implementation: Roll out wealth management strategies across various investment adviser segments. Investment Philosophy: Drive adoption of the internal investment philosophy and house-view fund lists to empower advisers. Advisory Support: Facilitate the investment advice process, offering guidance on retirement planning, estate planning, and tax optimization. Strategic Growth: Manage partnerships to support the full wealth offering and increase assets under management. https://www.executiveplacements.com/Jobs/W/Wealth-Specialist-1255504-Job-Search-1-25-2026-1-22-21-PM.asp?sid=gumtree
2d
Executive Placements
1
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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
1
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
1
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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
1
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
1
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Overview: A senior Legal Advisor is needed to support a non-banking financial services group. The role involves legal compliance, risk mitigation, and strategic support across investment-related operations.Key Responsibilities:Provide legal advice across wealth management, asset management, insurance, and treasury.Support compliance and new business ventures.Draft and review contracts and client documentation.Represent the company in negotiations and industry associations.Liaise with external legal providers and regulators.Requirements:LLB degree and admission as an attorney of the High Court.8+ years post-qualification experience, with 6+ years in non-banking financial services.Strong contract drafting, negotiation, and communication skills.Proficiency in MS Office and document management tools.
https://www.executiveplacements.com/Jobs/L/Legal-Advisor-1203717-Job-Search-7-16-2025-8-54-57-AM.asp?sid=gumtree
6mo
Executive Placements
1
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Legal advisorThe company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource company.LOCATIONCape TownQUALIFICATIONLLB; admitted as an attorney of the High CourtEXPERIENCEAt least 10 years post-qualification legal experience, of which at least 8 years should be as a legal advisor within non-banking financial servicesCOMPUTER COMPETENCY REQUIREMENTS Outlook packages, Microsoft Word, Adobe, Microsoft Excel, Microsoft TeamsCOMPETENCIES AND PERSONAL CHARACTERISTICSExpertise in non-banking financial services law and general commercial lawExcellent writing skillsExcellent contract drafting skillsAccountabilityBusiness insightStrong communication skillsProblem-solving abilitiesEthical behaviourNegotiation skillsGood time managementAbility to work independently and as part of a team KEY RESPONSIBILITIESLegal support to a range of group companies and business units (e.g. wealth management, asset management, collective investment scheme management company, linked long-term insurer, treasury solutions and marketing)Legal support to the Compliance departmentAdvice on legal considerations relating to new business ventures and assisting with the legal aspects of implementation of theseAdvice on compliance with relevant legislationProactive advice to businesses on relevant legal developmentsProviding opinions on legal matters of relevance to the businessDrafting and vetting of contracts (both in relation to financial services and those of a more general commercial nature)Drafting and vetting of client documentation and correspondencehttps://www.executiveplacements.com/Jobs/L/Legal-Advisor--Claremont-1196022-Job-Search-6-20-2025-4-00-21-AM.asp?sid=gumtree
7mo
Executive Placements
1
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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
1
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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
1
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
3d
Bellville1
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
1
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
1
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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
1
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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
1
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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). 3+ 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.executiveplacements.com/Jobs/S/Secretary-Financial-Services-1251642-Job-Search-01-14-2026-10-00-09-AM.asp?sid=gumtree
13d
Executive Placements
1
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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
1
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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
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