Job Title:PA / Administrator to General Manager** Job Summary:Duties and Responsibilities: - To provide full secretarial and administrative services to the Senior Financial Advisor. - To maintain client service excellence. - Excellent communication skills (written and spoken). - Good telephonic skills. - Able to work under pressure. - Able to manage the daily diary for the broker. - Schedule...
JOIN THE DREAMTEAM: Manager – Broker Services & Franchise (The Ultimate Growth NinjaWanted!) Hey, rockstar! Yes, YOU – theone who lives for explosive growth, loves turning brokers into superheroes, anddreams about building franchise empires that dominate the market. We’re not justanother insurance company. We’re the disruptors, the game-changers, and we’re hunting for a bold, high-energy leader...
Are you ready to make money for yourself while building great relationships and growing your career in the insurance industry? Embrace your entrepreneurial spirit with a role that allows you to grow yourself with an established brand. Explore the role Our client is a trusted brand which is growing steadily, and they need your skills to drive new business sales in the Commercial Agent...
RESPONSIBILITIES INCLUDE: Broker & Franchise Strategy Development & Implementation: • Collaborate with senior management to develop and execute a comprehensive broker and franchise strategy aligned with the company’s goals. • Design operational strategies to attract, onboard, and retain suitable brokers and franchises. • Set KPIs for growth, including broker recruitment and business volume...
We are looking for a detail-driven Finance Operations Administrator to support day-to-day finance activities within a regulated insurance environment. This is a 12-month contract. This role is highly execution-focused and supports billing, payments, debtor management, and finance administration in line with established processes and controls. Key Responsibilities: - Issue invoices, receipts,...
Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field. - Previous...
Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years’ experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF...
Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...
Job Purpose iMas Insurance Brokers is looking for Independent Insurance Sales Agent within Pietermaritzburg and surrounding areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently. Job Specifications iMas Insurance Brokers provides you...
Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...
As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...
Job Description: - To provide financial services to clients, assist with loan applications and debt consolidation solutions and maintain client satisfaction at branch level Minimum requirements: - Matric certificate (Grade 12) compulsory - Tertiary qualification in Finance, Business Management, or a related field advantageous but not required - 13 years of experience in micro-lending, retail...
Our client is a well-established, fast-growing financial and tax consultancy operating nationally across South Africa. They provide practical, compliant tax and financial solutions to individuals, professionals, and small to medium-sized businesses. The business has built a strong reputation for trust, long-term client relationships, and results, and is now expanding its sales capability to...
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...
System Analyst and Developer - dynamic Financial Services group based in Illovo. Superb role for a BSc Computer Science or Informatics with at least 2 years of experience in data platform development using SQL and Azure, strong knowledge and skills in SQL, T-SQL, SSIS, SSAS and SSRS, WIX Studio or similar working with various data sources and formats, such as CSV, JSON, XML, etc. using Azure...
Key Responsibilities: - Build, maintain, and create strong dealer relationships - Generate new sales with each client account - Drive area sales and profit plans to budgeted targets through successful leadership, organizational plans, customer service, and outstanding execution of all field operations strategies, consistently across all dealerships - Maintain strong relationships with existing...
Permanent | Full-Time | Hybrid Options Depending on Location A leading international financial services organisation is seeking an experienced Legal Counsel to join its Legal Department. The organisation operates across multiple jurisdictions and provides corporate, private client, retirement planning, insurance and investment-related services. This role offers exposure to complex cross-border...
As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...
A leading global FMCG organisation is seeking a high-impact Finance Manager (Shared Services) to establish, lead and continuously optimise its Shared Services function. This role will play a critical part in strengthening financial controls, improving working capital, and driving operational excellence across accounts receivable and accounts payable. This is a senior, strategic role suited to a...
Professionals we partner with typically demonstrate strength across the following areas: Financial Management & Reporting - Preparation and review of monthly management accounts - Oversight of financial reporting in line with IFRS - Budgeting, forecasting, and variance analysis - Delivery of accurate, decision-useful financial insights to senior management Controls, Governance & Risk - Strong...