104 jobs in The Recruitment Council

Looking for your next senior career move in Financial Services ? We are recruiting for an established provider seeking a Senior Insure Adviser to manage an allocated client base and drive new business growth .

Our client is deeply committed to diversity and employment equity; applicants from designated groups and individuals living with disabilities are highly encouraged to apply .

• Client & Portfolio Management: Conduct face-to-face/on-site meetings , handle renewals, applications, and quotes , and maximize client retention .

• Relationship Building: Act as the bridge between the office and insurance companies , maintaining strong relationships with insurers and stakeholders .

• Compliance & Admin: Ensure strict FAIS compliance , maintain the MyPractice system , and keep detailed records .

• Experience: 710 years of relevant experience as an Insure Adviser .

• Qualifications: Completed NQF Level 4/5 in Short Term Insurance .

• Regulatory: Successfully completed RE5 (Representative) with valid DOFA confirmation from the FSCA .

• Product Knowledge: Fit and proper product-specific training with a deep understanding of policy wordings .

• Tech Skills: Fully computer literate in MS Office 365 .

• High resilience, integrity, empathy, and an excellent work ethic under pressure .

• Strong negotiation, problem-solving, and communication skills .

Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling direct client interactions, managing accounts, and supporting basic financial planning.



Key Responsibilities:

Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, objectives, risk tolerance, and the strategies outlined by the adviser. Ensure all documentation adheres to legislative, compliance, and company requirements.

Statement of Advice: Prepare statement of advice documentation as needed.

Portfolio & Risk Reviews: Review customer portfolio reports and risk coverage in line with market movements, changes in client circumstances, product offerings, and provider rates. Keep customers well-informed and ensure necessary actions are recommended and implemented.

Documentation & Reporting: Guarantee the accurate production of client portfolio review documentation and reports. Track and report new business statistics.

Client Relationship & Service Management: Handle and resolve client enquiries , gather policy information , compile summaries , and research product data.

Administration: Manage new applications and quotations , maintain CRM systems , manage diaries , and prepare for insurance review appointments.


Minimum Requirements:

Education: A relevant BCom degree (Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics).

Experience: 3 to 5 years of relevant work experience within the financial services industry.

Licensing: A valid drivers license and access to your own vehicle.

Tech Skills: Highly computer literate (specifically proficient in MS Office).

Qualifications (Advantageous): A CFP designation and/or a Postgraduate Diploma in Financial Planning will be highly beneficial.

Paraplanner to provide efficient administrative support to their team of Advisers. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling direct client interactions, managing accounts, and supporting basic financial planning.



Key Responsibilities:

Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, objectives, risk tolerance, and the strategies outlined by the adviser. Ensure all documentation adheres to legislative, compliance, and company requirements.

Statement of Advice: Prepare statement of advice documentation as needed.

Portfolio & Risk Reviews: Review customer portfolio reports and risk coverage in line with market movements, changes in client circumstances, product offerings, and provider rates. Keep customers well-informed and ensure necessary actions are recommended and implemented.

Documentation & Reporting: Guarantee the accurate production of client portfolio review documentation and reports. Track and report new business statistics.

Client Relationship & Service Management: Handle and resolve client enquiries , gather policy information , compile summaries , and research product data.

Administration: Manage new applications and quotations , maintain CRM systems , manage diaries , and prepare for insurance review appointments.


Minimum Requirements:

Education: A relevant BCom degree (Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics).

Experience: 3 to 5 years of relevant work experience within the financial services industry.

Licensing: A valid drivers license and access to your own vehicle.

Tech Skills: Highly computer literate (specifically proficient in MS Office).

Qualifications (Advantageous): A CFP designation and/or a Postgraduate Diploma in Financial Planning will be highly beneficial.

Industry: Insurance
Salary: Basic Plus commission


Responsibilities:

Find Opportunities: Identify untapped markets and develop strategic pathways to expand business insurance services.
Build Connections: Architect and manage relationship plans for complex customer accounts and key decision-makers.
Present Solutions: Craft and deliver high-impact presentations tailored to solve specific client challenges.
Manage Accounts: Serve as the primary point of contact, ensuring seamless resolution of all client queries.
Stay Sharp: Remain at the forefront of the industry by mastering new regulations, trends, and technologies.


Requirements:

Strong negotiation skills and commercial acumen.
A dedicated, customer-focused approach to problem-solving.
Ability to manage high-level relationship plans for complex accounts.
Qualifications:
Matric.
RE 5 (Regulatory Examination) is essential.
Full FAIS accreditation (150 credits).


Experience:

36 years of industry-specific experience.
Proven commercial experience within the financial services sector.

Role: Legal Advisor

Category: Legal and Compliance

Salary: Market-related

Location: Durban North

Our client is a global multidisciplinary firm providing Accounting, Tax, Wealth, and Fiduciary services across South Africa, the UK, and Ireland. Their operating standard is built on the principle that "Numbers Matter, but People Matter More." They pride themselves on turning uncertainty into clear, confident action and are looking for a Fiduciary Specialist who can uphold their reputation for building trust through meticulous administration and expert advisory.

Key Responsibilities:

Maintain oversight of trust compliance, ensuring all filings, resolutions, and statutory records are up to date.

Interpret and explain complex organizational charts and trust structures to clients with clarity.

Serve, where required, as an Independent Trustee, providing professional oversight and impartial decision-making.

Draft Basic Agreements, including specialized contracts and internal resolutions.

Prepare and review Shareholder Agreements and Memorandums of Incorporation (MOI) to ensure corporate governance aligns with trust objectives.

Expertly Draft Wills, ensuring they integrate seamlessly with the client's broader fiduciary and tax structures.

Manage Company Compliance, ensuring all entities within a group structure meet their legal obligations.

Coordinate the setup and registration of Company Trusts and other corporate vehicles.

Act as a bridge between the accounting and legal functions to ensure "the HVM Way" of unambiguous data and robust governance is met.

Requirements:

Experience: Proven experience in Fiduciary Services or Trust Administration.

Technical Knowledge: Deep understanding of Trust Law, the duties of a Trustee, and the South African Companies Act.

Document Expertise: High proficiency in drafting Wills, MOIs, and Shareholder Agreements.

Analytical Skill: Ability to visualize and manage complex Organizational Charts and multi-layered ownership structures.

Personal Attribute: A "human-first" approach; you must be able to explain complex legalities in a way that provides clients with peace of mind.

Our client is a global multidisciplinary firm providing Accounting, Tax, Wealth, and Fiduciary services across South Africa, the UK, and Ireland. Their operating standard is built on the principle that "Numbers Matter, but People Matter More." They pride themselves on turning uncertainty into clear, confident action and are looking for a Fiduciary Specialist who can uphold their reputation for building trust through meticulous administration and expert advisory.

Key Responsibilities:

Maintain oversight of trust compliance, ensuring all filings, resolutions, and statutory records are up to date.

Interpret and explain complex organizational charts and trust structures to clients with clarity.

Serve, where required, as an Independent Trustee, providing professional oversight and impartial decision-making.

Draft Basic Agreements, including specialized contracts and internal resolutions.

Prepare and review Shareholder Agreements and Memorandums of Incorporation (MOI) to ensure corporate governance aligns with trust objectives.

Expertly Draft Wills, ensuring they integrate seamlessly with the client's broader fiduciary and tax structures.

Manage Company Compliance, ensuring all entities within a group structure meet their legal obligations.

Coordinate the setup and registration of Company Trusts and other corporate vehicles.

Act as a bridge between the accounting and legal functions to ensure "the HVM Way" of unambiguous data and robust governance is met.

Requirements:

Experience: Proven experience in Fiduciary Services or Trust Administration.

Technical Knowledge: Deep understanding of Trust Law, the duties of a Trustee, and the South African Companies Act.

Document Expertise: High proficiency in drafting Wills, MOIs, and Shareholder Agreements.

Analytical Skill: Ability to visualize and manage complex Organizational Charts and multi-layered ownership structures.

Personal Attribute: A "human-first" approach; you must be able to explain complex legalities in a way that provides clients with peace of mind.

Role: Paraplanner
Category: Financial Services
Location: Morningside, Durban
Salary: Market-related

Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance to business people and their families, ensuring their wealth is grown and protected.

Key Responsibilities:

Research & Analysis: Conducting investigation, research, and information gathering on financial advice matters.

Report Drafting: Preparing client reports and Records of Advice (RoA) documents.

Quality Control: Checking the accuracy of policy schedules and client reports prepared by the admin team.

Compliance: Assisting with practice-wide compliance duties and adhering to FAIS and FICA standards.

Process Management: Managing the client review process and assisting in setting up advice and administration systems.

Stakeholder Liaison: Communicating with service providers, clients, and team members on specific projects.

Strategic Support: Developing client-facing templates and contributing to the businesss client touch-point strategy.


Requirements:

Education: Matric certificate is essential.

Qualifications: Currently attained or progressing toward a PGDip in Financial Planning or a CFP® designation.

Experience: At least 5 years experience at a CAT I FSP, covering investments, long-term insurance, employee benefits, and medical aid/gap cover.

Technical Skills: High competence in Microsoft Office (Excel, Word, Outlook) and reputable CRM software such as AtWork, EliteWealth, or Xplan.

Industry Knowledge: Strong understanding of the financial services ecosystem, including FAIS/FICA legislation and compliance rules.

Soft Skills: Meticulous attention to detail, strong analytical/maths skills, and excellent written and interpersonal communication.

Role: Finance & Database Coordinator
Category: Financial Service
Location: Morning, Durban
Salary: Market-related

Our client, a Durban-based, investment-led financial planning business, is looking for a dedicated Finance & Database Coordinator to join their high-performing team in Morningside. This is a permanent role for a methodical professional who excels at managing revenue data and supporting financial health.


Key Responsibilities

Revenue Management: Capture and reconcile revenue from service providers and resolve any discrepancies.

Commission Oversight: Request and analyze commission statements for accuracy and maintain an organized archive.

Reporting: Create detailed monthly and annual commission reports in Excel, along with ad-hoc business analytics for management.

Financial Support: Assist external accountants with source documents for management accounts and financial statements.

Collaboration: Liaise with service providers and internal team members for general administrative and operational tasks.



Requirements:

Education: Matric certificate is essential.

Experience: At least 3 years in a finance and database coordination role, specifically involving management accounts or commission/revenue management.

Technical Skills: Proficiency in Microsoft Office (Excel, Word, Outlook) is required.

Soft Skills: Strong teamwork focus, excellent time management, and a high level of accuracy and attention to detail.

Preferred (Plus): Experience with CAT I financial planning (investments, insurance, benefits) and software such as Commspace, Xero, AtWork, Xplan, or PowerBi.

Role: Paraplanner
Category: Financial Services
Location: Morningside, Durban
Salary: Market-related

Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance to business people and their families, ensuring their wealth is grown and protected.

Key Responsibilities:

Research & Analysis: Conducting investigation, research, and information gathering on financial advice matters.

Report Drafting: Preparing client reports and Records of Advice (RoA) documents.

Quality Control: Checking the accuracy of policy schedules and client reports prepared by the admin team.

Compliance: Assisting with practice-wide compliance duties and adhering to FAIS and FICA standards.

Process Management: Managing the client review process and assisting in setting up advice and administration systems.

Stakeholder Liaison: Communicating with service providers, clients, and team members on specific projects.

Strategic Support: Developing client-facing templates and contributing to the businesss client touch-point strategy.




Requirements:

Education: Matric certificate is essential.

Qualifications: Currently attained or progressing toward a PGDip in Financial Planning or a CFP® designation.

Experience: At least 5 years experience at a CAT I FSP, covering investments, long-term insurance, employee benefits, and medical aid/gap cover.

Technical Skills: High competence in Microsoft Office (Excel, Word, Outlook) and reputable CRM software such as AtWork, EliteWealth, or Xplan.

Industry Knowledge: Strong understanding of the financial services ecosystem, including FAIS/FICA legislation and compliance rules.

Soft Skills: Meticulous attention to detail, strong analytical/maths skills, and excellent written and interpersonal communication.