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Financial Advisor Consultant (Bellville - R25000+/month)

My client, a well-established Blue Star Financial Services business based in Bellville, needs the service of an experienced person to support their Financial Advisors in managing client portfolios and providing exceptional client service to their clients. This person plays a crucial role in the day-to-day operations of the advisory team and helps to streamline processes to ensure efficient workflow. Although working in an office environment the person will be exposed to client-facing and back office tasks. Responsibilities- Assist the Financial Advisors in perparing for client reviews and meetings, including gathering documentation and client information- Process documentation related to client portfolios such as new business applications, investments, etc- Follow up with clients regarding outstanding documents or pending transactions- Collaborate with compliance and operations teams to ensure adherence to industry regulations and policies- Maintain accurate and up-to-date client records and filesRequirements- Grade 12- 5 years relevant experience in the financial services (preferabily long term insurance), investment and life insurance industry such as in a financial and/or insurance brokerage environment- Very good understanding of financial products and services- Proficient in using CRM software, MS Office and Web tools- Attention to detail and accuracy in all tasks- Strong organisational and time-management skills - Ability to work without direct supervision and to deal with more than one issue simultaneously - Excellent communication and interpersonal skillsRemuneration- Salary R25000/month negotiable based on relevant experience and skills- 22 working days annual leave - Group risk and income protector cover - After probation the employee qualifies for a retirement fund contribution Forward your CV (max 3 pages) to our HR Consultant: fjjconsult@mweb.co.zaShould you not be invted for an interview within 10 days kindly accept that your application was not shortlisted

Bellville

Sales / Admin Coordinator at a Removals and Storage Company

 Join Our Team as a Sales & Admin Coordinator!  Location: Montague Gardens, Cape Town Type: Full-TimeAre you organized, enthusiastic, and love working with people? We’re Express Removals & Storage, a growing company that specializes in furniture removals and storage. We’re looking for someone like YOU to be part of our vibrant team!What You’ll Be Doing: •  Client Communication: Handle emails, WhatsApp chats, and CRM updates with ease. •  Sales Admin: Keep sales tasks running smoothly with follow-ups and reporting. •  Support Team Efforts: Help out in reception, assist warehouse clients, and coordinate tasks.What We’re Looking For: • Great with People: Friendly and professional communication skills. • Organized: You thrive on staying ahead of deadlines and details. • Tech-Savvy: Familiar with Gmail, QContact CRM, and Sage (or eager to learn).Why You’ll Love Working with Us: •  Starting Salary: R9,000/month + overtime opportunities. •  Hours: Monday-Saturday (8:00 AM – 5:30 PM) •  Growth Potential: Build your skills and grow within our company.How to Apply:It’s easy! Complete our application form here:https://form.jotform.com/221772475534056 Applications via email won’t be considered.We can’t wait to welcome you to our amazing team!

Milnerton