Job Description
General Manager (Senior Financial Advisor) - Employee Benefits
Cape Town, Western Cape The Recruitment Council
Posted 15 days ago
About the Role
This is a senior role for an individual with a proven track record in the employee benefits space. The successful candidate will manage and service existing employee benefit clients, secure new clients through referrals from affiliate companies, and help expand a national client base. The role also involves providing leadership and strategic input to the employee benefits division and national travel to engage with clients and affiliates.
Requirements
- 10+ years of experience in the employee benefits industry.
- Relevant qualifications as required under FAIS.
- Strong business development and relationship management skills.
- A proven ability to operate at a senior level within financial services.
- A strategic mindset with the ability to leverage group synergies.
What We Offer
A highly competitive basic salary (above market-related), plus commissions and performance-based bonuses.The opportunity to build and grow a division within a well-established national group.Strong support structures and networks through the broader group.If you have the experience, drive, and vision to lead in this space, we'd love to hear from you.
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Posted today
Wealth Management Associate
Cape Town, Western Cape Conova Recruitment
Posted 2 days ago
Job Description
Key Responsibilities :
Prepare and collate new client onboarding documentationOversee the management and updating of client CRM profileLiaise with external and internal providers on client specific queriesResolve and manage admin related queries or issues with clients directlyManage preparation of client review packsApply basic knowledge of the FAIS General Code of Conduct in daily workDraft and / or check Record of Advice and Replacement disclosure formsEnsure CDD is done on all clients based on their risk profile according to FICA and company RMCPEnsure a basic level of product knowledge by keeping up to date with productsCompile proposal documents based on the Wealth Manager instruction and recommendationsCompile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelinesRequirements :
Commerce or financial degree (advantageous)3-5 years experience in the financial planning environment assisting Family Officers and / or Wealth Managers and / or Financial AdvisorsCFP designation (advantageous)RE5 (advantageous)Experience in and solid understanding of FAIS (CAT II advantageous), FICAMS Office SuiteXPlan (advantageous)Ability to prioritise, organise and plan around large amounts of informationHigh attention to detailKeen interest in Fintech systemsWhat We Offer
Commission-only structure – unlimited earning potential based on performance.Access to leads, marketing support, and back-office administrative assistance.Continuous professional training, mentorship, and development opportunities.Support toward completing CPD requirements and maintaining FSCA compliance.Opportunity to build your own long-term advisory practice under the Opian Financial Services Group brand.Ideal Candidate
This role is best suited for a dynamic and confident professional who thrives in a results-driven environment, enjoys networking, and is passionate about helping clients achieve their financial goals.
How to Apply
If you meet the above requirements and are ready to grow your career in a high-performance environment, please submit your comprehensive CV and a short motivational letter outlining your experience and commitment to the financial services industry.
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Bellville, Western Cape R - R Y Metropolitan
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Job Description
Metropolitan
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.
Requirements
Matric / N4 Equivalent Qualification.FAIS requirements based on DOFA dateRelevant regulatory examinations if you are already working in the financial services industry.1-2 years' experience for individuals with undergraduate degree (preferred)Fluency in EnglishDuties and Responsibilities
Engage with prospect clients to understand their financial needs.Sell products that align with the clients' financial requirements.Accurately record client information and sales detailsAchieve targets related to production, quality and conversion.Comply with legislative regulations and adhere to all compliance requirements.As an applicant, please verify the legitimacy of this job advert on our company career page
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Bellville, Western Cape R - R Y Metropolitan
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