156 Intermediaries jobs in South Africa
Analyst X 2 - Financial Advisors And Intermediaries
Posted 26 days ago
Job Viewed
Job Description
Purpose of the Job:
To assist the department in ensuring that the approved authorised Financial Services Providers (FSPs) and their Compliance Officers complies with the Financial Advisory and Intermediary Services (FAIS) legislation. The person appointed to this position will report to the Manager.
Key Performance Areas:
•Monitor compliance with legislation to ensure sound and efficient Financial Services Providers and theprotection of consumers;
•Analyse annual financial statements of Financial Services Providers to ensure that proper reporting standardsand procedures have been followed;
•Analyse compliance reports of Financial Services Providers;
•Identify and report trends in the financial services sector with possible impact on the FSCA’s regulatoryobjectives;
•Identify financial risks based on analysis of financial statements and any other financial information;
•Perform on site visits in terms of risk based supervision approach;
•Liaison with Financial Services Providers; and
•Perform administrative or other activities relating to the regulation framework.
Other Key Competencies:
The candidate must demonstrate the following skills and attributes: A high level of judgement and a confident and decisive approach; problem analysis; attention to detail; information gathering; communication skills; good interpersonal skills and emotional intelligence; customer relations and persuasiveness skills.
FSCA is committed towards increasing the representation of marginalised groups in line with its Employment Equity Plan. Persons with disabilities are encouraged to apply.
Please note that correspondence and communication will only be conducted with short listed candidates and that the FSCA reserves the right not to appoint if a suitable candidate is not identified.
An LLB or B Com or B Tech with Accounting as major with at least 2 to 3 years relevant experience of financial services industry or compliance management. The candidate must have a good knowledge and exposure to the financial sector, a good understanding of the FAIS Act of 2002. Good knowledge and/or experience of the FAIS regulatory framework and understanding of the insurance or banking industry is essential.
Broker Consultant: SLS SanlamConnect Intermediaries Cape (Mowbray) (PG 9/10)
Posted 4 days ago
Job Viewed
Job Description
Who are we?
Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?This role will report to the Business Manager
Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.
What’s in it for you?
• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents
Qualification & experience
• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
Knowledge and skills
To be successful you will need to demonstrate good experience in:
• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge
Personal qualities
• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customer fairly
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time• The closing date for applications is 05 September 2025
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our aim is to help you build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
#J-18808-LjbffrBroker Consultant: SLS Connect Intermediaries Cape (Mowbray) (PG 9/10)
Posted today
Job Viewed
Job Description
Who are we?
Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?
This role will report to the Business Manager
Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
Output/Core Tasks:
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What's in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
What will make you successful in this role?
Qualification & experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customer fairly
Personal Attributes
Decision quality - Contributing independently
Action orientated - Contributing independently
Plans and aligns - Contributing independently
Business insight - Contributing independently
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround time
- The closing date for applications is 05 September 2025
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our aim is to help you build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
Broker Consultant:(PG 9/10): RA Connect Intermediaries Cape Region: Tygerberg
Posted today
Job Viewed
Job Description
Who are we?
Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?
This role will report to the Business Manager
Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
What will make you successful in this role?
Output/Core Tasks
Your success will come from:
- Promoting and marketing the company products
- Building strong relationships with brokers
- Providing efficient service
- Meeting and exceeding your targets
- Supporting brokers in their practices and assist them to grow their businesses.
What's in it for you?
- Unique remuneration structure that will see you well rewarded for your success
- Get to manage your own income
- Work with visionaries in the industry who value entrepreneurship and creativity
- Represent one of the top well-respected South African companies
- Be invested in and grow your talents
Qualification & experience
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- Marketing principles and sales skills in order to meet your targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customer fairly
Personal Attributes
Business insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
- The closing date for applications is 05 September 2025
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
Our aim is to help you build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
Financial Services Coordinator
Posted today
Job Viewed
Job Description
We have an exciting role as Financial Services Coordinatorto provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.
We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.
Key responsibilities- Financial management and budget administration
- Process invoices and payments
- Recon invoices and payments to budget
- Identify income and savings expenses and opportunity
- Report on monthly variance report
- Process accruals and journals
- Ensure timely and accurate reporting of performance metrics and SLA’s to management
- Management report input
- Canvasser activities
- Relevant reporting (evaluate regularly)
- Cross check data to confirm accuracy
- Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
- Timeous reporting
- Stock planning and control
- Implement push and pull strategies for Aplus and Gift Cards
- Maintenance of stationery items
- Ensuring compliance of internal and external processes
- Managing NCR renewal and NSO process
- Management of active store list with Credico
- Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
- Manage communication
- Ensuring alignment in Fin Serv Team with the rest of the business including stores
- Adhoc project management /co-ordination /administration
- Provide support for any projects or initiatives both planned or underway
Essential:
- Degree or National Diploma in Finance or equivalent.
Preferred :
- Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.
Experience:
Essential:
- 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.
Preferred :
- Previous experience in cost management accounting and budgets
Skills required:
- Solid level of Numerical ability – analysis and reporting.
- Be able to work independently but remain part of a team.
- Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
- Analysis of financial figures
- Attention to detail and accuracy
- Assertiveness
- Strong problem-solving skills
- Logical – motivated by building practical and sustainable solutions
- Solutions-oriented, can-do attitude, self-motivated
- Ability to prioritise
- Ability to work at appropriate levels of detail across operational, tactical projects.
- Strong relationship skills
Job Related Knowledge:
- Acquainted in the dealing with Financial Institutions and Products
- Knowledge of sales and marketing principles.
- Understanding of the retail environment
Administrator (Financial Services)
Posted 14 days ago
Job Viewed
Job Description
Overview:
The purpose of this position is to tend to the administration of the financial planning services the business provides.
Minimum Requirements:
- Senior Certificate - High School Matric (Grade 12)
- Valid SA Driver’s License
- Own Reliable Vehicle (essential)
- Proficient in Microsoft Word and Office and other related software
- Excellent telephone etiquette
- Previous experience in the Financial Services industry (advantageous)
- RE5 certificate (advantageous)
Responsibilities:
- Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
- Responsible for drafting and submitting investment and life assurance application forms,
- Assist clients with the signing of forms,
- Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
- Timeously tend to all client queries
- Making and answering phone calls.
- Be courteous with all clients and develop a good relationship with clients.
- Photocopying, printing & binding of documents, when required,
- Filing & scanning, when required,
- Send quarterly reports, when required,
- Send clients’ tax certificates, when required.
Competencies:
- Must show good initiative and be willing to do necessary research for better understanding where necessary
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Become knowledgeable about the financial assets and products that our clients utilise
Accountant (Financial Services)
Posted 21 days ago
Job Viewed
Job Description
Overview
Location: Johannesburg, South Africa
Date posted: Monday, August 4, 2025
Job Ref: NFR /Angie
Recruiter: Network Recruitment
Are you a qualified Accountant with completed SAICA or SAIPA articles and solid experience in the Financial Services industry? We are actively searching for top-tier finance professionals who have honed their skills in high-performance environments and are ready to take the next step in their careers.
Summary: Accountant (Financial Services)
Qualifications- Completed articles (SAICA or SAIPA)
- Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
- Strong technical accounting, reporting, or regulatory knowledge
- Ambitious, detail-oriented professionals with a passion for excellence
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Accounting/Auditing and Finance
- Industries: Advertising Services
How to apply: If you are interested in this opportunity, please apply directly. For more finance jobs, please visit the site. If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions. We also invite you to contact us to discuss your next career move in finance. For more information, contact Angelo (Angelique) Jardim, Specialist Recruitment Consultant.
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Accountant (Financial Services)
Posted 21 days ago
Job Viewed
Job Description
Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal
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SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive
Accountant (Financial Services)
Recruiter:
Network Recruitment
Job Ref:
NFR /Angie
Date posted:
Friday, June 27, 2025
Location:
Johannesburg, South Africa
SUMMARY:
A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.
POSITION INFO:
Key Responsibilities:
- Prepare monthly management accounts and financial statements
- Handle VAT, PAYE, and other statutory submissions
- Prepare and submit corporate income tax returns (ITR14)
- Assist with tax planning and ensure compliance with current tax legislation
- Maintain accurate general ledger accounts and perform reconciliations
- Prepare audit packs and liaise with external Auditors during audits
- Support budgeting, forecasting, and cash flow reporting
- Assist with SARS correspondence and tax queries
- Ensure that all financial and tax records are maintained in compliance with the relevant regulations
- Provide support on ad hoc finance and tax projects as needed
- BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
- Minimum 3–5 years accounting experience with a strong focus on tax
- Solid knowledge of South African tax laws and regulations
- Experience preparing and submitting SARS tax returns
- Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
- Strong Excel skills and high attention to detail
- Deadline-driven, with good problem-solving skills and initiative
- Experience with trusts or group structures
- Working knowledge of eFiling and related SARS platforms
- Exposure to IFRS or IFRS for SMEs
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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#J-18808-LjbffrFinancial Services Consultant
Posted 1 day ago
Job Viewed
Job Description
Location: Hermanus, Overberg, Western Cape
Salary: TBC
What Youll Do:
- Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
- Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
- Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
- Collaborate closely with internal teams to ensure seamless service delivery.
- Maintain accurate client records via CRM tools (Salesforce or similar).
- Tertiary qualification in Finance, Commerce, Sales or related field
- Strong knowledge of South African tax law, exchange control regulations, and expat financial needs.
- RE5 / RE1 certification
- 2+ years experience in financial services, sales, or expat support preferred.
- Empathy, professionalism, active listening, and a consultative sales mindset.
- Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.
Administrator (Financial Services)
Posted 7 days ago
Job Viewed
Job Description
Overview:
The purpose of this position is to tend to the administration of the financial planning services the business provides.
Minimum Requirements:
- Senior Certificate - High School Matric (Grade 12)
- Valid SA Driver’s License
- Own Reliable Vehicle (essential)
- Proficient in Microsoft Word and Office and other related software
- Excellent telephone etiquette
- Previous experience in the Financial Services industry (advantageous)
- RE5 certificate (advantageous)
Responsibilities:
- Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
- Responsible for drafting and submitting investment and life assurance application forms,
- Assist clients with the signing of forms,
- Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
- Timeously tend to all client queries
- Making and answering phone calls.
- Be courteous with all clients and develop a good relationship with clients.
- Photocopying, printing & binding of documents, when required,
- Filing & scanning, when required,
- Send quarterly reports, when required,
- Send clients’ tax certificates, when required.
Competencies:
- Must show good initiative and be willing to do necessary research for better understanding where necessary
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
- Become knowledgeable about the financial assets and products that our clients utilise