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  • Posted: Oct 22, 2026
    Deadline: Not specified
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  • Welcome to The Recruitment Council South Africas Premier Financial Advisory Recruitment Firm. As leaders in the industry, we excel in connecting top-tier talent with outstanding career opportunities in the insurance, accounting, asset management, and financial services sectors. With over 21 years of combined expertise, our dedicated team is committed to ...

     

    Senior Underwriting Manager: Hospitality | Gauteng

    • Our client is a prominent holding company encompassing several of South Africa’s leading financial service providers and short-term insurers. Driven by customer-focused innovation and technology, our client brings together a diverse team of thinkers and doers committed to pioneering service excellence in the financial services sector.
    • The Senior Underwriting Manager: Hospitality is responsible for delivering strategic leadership and oversight across the Specialist Hospitality line of business. This critical role will lead the end-to-end execution of long-term business strategy, expand market share, grow the Specialist Hospitality book of business, and maximize sustainable profitability while maintaining strong operational and financial performance.

    Key Responsibilities:

    • Strategic Leadership & Direction: Set and communicate the functional strategy aligned with organizational mission, vision, and values, motivating a diverse workforce to meet business goals.
    • Functional Strategy Formation: Formulate and execute business area strategies that account for emerging mega-trends, complex industry challenges, and broader corporate objectives.
    • Financial Management & Budgeting: Establish and oversee business area budgets to maintain disciplined cost management aligned with overarching strategy.
    • Sales & Account Development: Create and execute relationship management strategies for major, complex customer accounts at national and local levels.
    • Product & Service Development: Oversee the development and delivery of specialist products and services, directing the product roadmap and managing project backlogs.
    • Organizational Risk & Compliance: Lead risk management and control processes, ensuring full compliance with external regulatory codes and internal governance policies to protect company reputation.
    • Market & Customer Insight: Drive voice-of-the-customer initiatives, research, and analysis to uncover customer trends, segment requirements, and evolving market expectations.
    • Marketing Oversight: Guide the development and delivery of marketing initiatives tailored to the Specialist Hospitality offering.
    • Customer Focus & Cross-Functional Collaboration: Champion internal and external collaboration across departments to optimize service delivery and enhance client relationships.
    • Capability Building: Identify capability gaps, prioritise talent development initiatives, and mentor team members across the organization.
    • Performance Management: Establish clear performance objectives for direct reports, track progress against annual business targets, and implement corrective measures where needed.

    Requirements:

    • Education: University first degree (Bachelor's degree or equivalent).
    • General Experience: 10 to 15 years of deep expertise and proven professional competence within a relevant field.
    • Managerial Experience: 6 to 10 years of experience managing, planning, and organizing resources within established policy frameworks.
    • Commercial & Financial Acumen: Strong capability in commercial decision-making, financial analysis, budgeting, and performance measurement.
    • Strategic Planning: Comprehensive expertise in independently designing and executing multi-faceted strategic plans.
    • Sales & Market Analysis: Proven track record in customer research, data analysis, and coordinating high-impact sales campaigns.
    • Executive Communication & Reporting: Ability to draft lucid reports and deliver compelling presentations to diverse executive stakeholders.
    • Navigating Complexity: Skilled at solving complex, ambiguous problems through systematic thinking and analytical insights.
    • Execution & Process Optimization: Disciplined in prioritizing initiatives, aligning cross-functional workflows, and continuously optimizing operational processes.
    • Team Leadership & Collaboration: Proven capability in building high-performing, diverse teams, fostering trust, and establishing collaborative cross-boundary partnerships.
    • Resilience & Organizational Savvy: Composed under pressure, adept at maneuvering organizational dynamics, and resilient in managing market changes or operational hurdles.
       

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    Senior Underwriting Manager: Body Corporate | Gauteng

    • Our client is a prominent South African financial services group whose extensive portfolio includes leading short-term and long-term insurers, health insurance offerings, and prominent personal finance comparison platforms. Driven by customer-centric innovation and technology, our client is committed to delivering service excellence across the financial services sector.  
    • They are seeking an experienced Senior Manager: Body Corporate to provide strategic leadership and operational oversight for their Body Corporate line of business. In this critical role, you will be accountable for expanding the Body Corporate portfolio, growing market share, driving sustainable and profitable business growth, and aligning the division with our client's broader business insurance strategy.  

    Key Responsibilities:  

    • Strategy & Direction: Lead the formulation and implementation of the functional strategy for the Specialist Body Corporate division, anticipating macro trends, emerging risks, and competitive market dynamics.
    • Financial & Budgetary Management: Maintain overall accountability for setting and delivering the divisional budget, tracking Gross Written Premium (GWP), policies, and risks on cover against targets.
    • Claims & Profitability Oversight: Continuously monitor loss ratios, IBNR impacts, outstanding reported claims, operational expenditures, and investments to ensure rigorous financial discipline and profitability.
    • Risk Management & Reinsurance: Oversee divisional risk management frameworks, regularly review and refine policy wordings to match risk appetite, ensure annual reinsurance treaty renewals, and maintain structured renewal schedules.
    • Product Development & Roadmap: Drive the product and service roadmap by designing, launching, and refining specialized Body Corporate product suites aligned with target market demands and underwriting parameters.
    • Distribution & Channel Partnerships: Build and execute tailored relationship management plans across distribution channels, including direct platforms, brokers, managing agents, and group schemes to optimize client acquisition and retention.
    • Operational Compliance: Safeguard business integrity by ensuring all division operations, sales platforms, rating tools, and renewal processes comply with internal standards and external regulations, including Treating Customers Fairly (TCF).
    • Marketing Strategy: Direct marketing and lead-generation strategies to elevate market visibility and strengthen brand positioning across intermediary and industry networks.
    • Customer Research & Insights: Lead customer insight and Voice of the Customer (VoC) initiatives to analyze market segments and translate customer feedback into commercially viable service improvements.
    • Team Leadership & Capability Building: Coach, mentor, and develop a high-performing team, driving succession planning, capability building, and robust performance management against measurable goals

    Requirements:  

    • Grade 12 / SAQA Accredited Equivalent (Essential).
    • Relevant Business Degree (Essential).
    • FAIS-recognised qualification (Essential).
    • AIISA or FIISA qualification (Essential).
    • Full compliance with FSCA Fit and Proper requirements (including Regulatory Examinations, Class of Business certification, and continuous CPD compliance according to DOFA).
    • Over 10 years of specialist experience within the body corporate insurance industry (Essential).
    •  6 to 10+ years of managerial experience planning, allocating, and directing resources within structured policy frameworks.
    • In-depth knowledge of general commercial insurance (Advantageous).
    • Commercial & Financial Acumen: Strong understanding of liability markets, consumer dynamics, and reinsurance structures, alongside sound financial decision-making skills.
    • Strategic & Analytical Capability: Proven capability to evaluate market trends, manage complex data, and design structured growth initiatives.
    • Stakeholder Management: Exceptional interpersonal, networking, and presentation skills to build lasting relationships with brokers, managing agents, and internal leadership.
    • Process Optimization & Resilience: Skilled at navigating organizational complexity, optimizing workflows, managing competing priorities, and leading teams effectively through change.

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    Administrator – Financial Services | Durban

    • Our client, an established financial planning practice, is seeking a proactive, highly organized, and detail-oriented Administrator to ensure the efficient execution of all administration duties within the business. In this role, you will work closely with Financial Planners, product providers, and clients to deliver an exceptional standard of client service and support. Full training on tasks will be provided.

    Key Responsibilities:

    • Application & Instruction Processing: Complete client risk and investment application forms, submitting and processing instructions such as new business, switches, redemptions, debit order changes, and general servicing requests.
    • Cut-Off & Deadline Adherence: Pay particular attention to submissions, ensuring strict adherence to product provider cut-off times and maintaining zero tolerance for overdue tasks.
    •  Client & Provider Liaison: Communicate regularly with clients, product providers, and assurance companies via phone and email to obtain portfolio information, statements, and tax certificates.
    • Query & Complaint Management: Proactively handle queries regarding client portfolios and support the timeous resolution of client complaints.
    • Meeting Preparation & File Maintenance: Prepare client meeting files, finalize and empty post-meeting files within 24 hours of meetings, and handle no-show/missed meeting files promptly.
    • Database & Records Management: Update and maintain client static details on XPlan, confirm recipient email addresses on XPlan when using Outlook, and accurately save documentation into the appropriate client network folders.
    • Estate Administration: Assist with the winding up of estates, including the preparation of estate packs, continuous follow-ups with relevant parties, assisting attorneys, and updating clients and beneficiaries.
    • Planner Collaboration: Maintain constant interaction with Financial Planners, keeping them fully informed of all developments and updates regarding their clients.
    • General Office Support: Provide reception cover and operate the switchboard as needed, and assist with function coordination when required

    Requirements:  

    • Broad knowledge of financial services and client services.
    • Prior experience within a financial planning environment is preferable.
    • Demonstrated understanding of the financial planning process.
    • Expert knowledge of product providers’ policies and procedures.
    • Thorough knowledge of applicable administrative policies, processes, and systems, including XPlan.
    • Above-average computer literacy and IT skills, specifically with MS Word, Excel, and Outlook.
    • Proficiency in navigating XPlan and client management systems.
    • High degree of accuracy and rigorous attention to detail.
    • Excellent verbal, written, and telephonic communication skills.
    • Strong organizational, time-management, and multitasking skills with the ability to handle immense pressure and juggle multiple priorities.
    • Independent and creative problem-solving capabilities, combined with sound decision-making skills.
    • Strong sense of accountability with the initiative to take total ownership of tasks from start to finish.
    • Ability to work effectively under minimal supervision while thriving in a collaborative team environment.
    • High standard of personal punctuality, motivation, and a professional image.
    • Strong interpersonal skills with a proven passion for delivering superior client service.
       

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    Trust Account | Bryanston

    • Our client, a premier boutique Financial Services Provider (FSP) based in Bryanston, is looking for a Senior Accountant (Trusts) to join their collaborative, fast-paced team. If you excel in financial statement compilation and are ready to take the next step in your career within a growth-oriented environment, we want to hear from you 

    Key Responsibilities:

    • Trust Financial Statements: Compile full Annual Financial Statements (AFS) and oversee annual financial reporting for trusts.
    • Specialised Financial Operations: Apply technical accounting expertise within Investment Management, Banking, and Insurance frameworks.
    • Core Accounting Operations: Drive and support day-to-day accounting functions, ensuring compliance, reporting accuracy, and operational efficiency.
    • Stakeholder Collaboration: Partner with cross-functional teams to resolve complex accounting queries and streamline financial processes

    Requirements:

    • Education: Bachelor’s Degree or Honours in Accounting, Finance, or Financial Management.
    • Professional Designation: CA(SA) or CIMA qualified (non-negotiable).
    • Experience: 3–4 years of post-qualification experience specializing in financial reporting and trust accounting.
    • Industry Background: Proven experience within Investment Management, Banking, or Insurance sectors.
    • Key Skills: High attention to detail, robust knowledge of relevant reporting standards (IFRS/Trust frameworks), and strong analytical capabilities.
       

    go to method of application »

    Legal Insurance Broker Consultant | Sandton

    • Our client seeks an experienced, proactive, results-driven Legal Insurance Broker Consultant to build, maintain, and strengthen partnerships with external brokers and distribution channels. In this role, you will drive sales, enhance partner performance, and support the end-to-end business development cycle to achieve sustainable growth across our client's Legal Insurance product portfolio.

    Key Responsibilities:

    • Develop and maintain strong working relationships with brokers to maximize Legal Insurance product penetration and sales performance.
    • Conduct regular broker engagement sessions via telephonic, virtual, and in-person visits.
    • Serve as the primary contact for broker queries, escalations, and complaints.
    • Identify new broker acquisition opportunities and expand existing broker books.
    • Drive partner activation, product training, and sales capability to meet strategic targets such as net growth, conversion rates, and business quality.
    • Facilitate the end-to-end administration of Legal Insurance applications, including application capture, workflow tracking, and issue resolution.
    • Assist brokers with policy, system, underwriting, and process-related queries.
    • Maintain high service delivery standards with efficient turnaround times and accurate product information.
    • Plan monthly schedules to optimize partner visits, training sessions, and follow-ups.
    • Manage personal workflows and coordinate with internal support teams to resolve high-priority matters timeously.
    • Monitor broker metrics including panel penetration, conversion rates, and compliance standards.
    • Track persistency to ensure lapse and Not Taken Up (NTU) ratios remain within acceptable business thresholds (e.g., ≤ 40%).
    • Conduct root-cause analyses on underperforming broker portfolios and implement corrective action plans.
    • Collate, analyze, and interpret operational data to produce daily, weekly, and monthly performance reports.
    • Identify market and portfolio trends that impact sales persistency and product delivery.
    • Ensure all broker engagements and operational practices strictly adhere to FAIS, TCF (Treating Customers Fairly), POPIA, and internal governance frameworks.
    • Stay current with industry regulations and changes impacting Legal Insurance distribution.

    Requirements:

    • Education: Grade 12 / Matric (Essential).
    • Regulatory: Relevant FAIS Accreditation (e.g., RE5 or equivalent qualification).
    • Experience: 3 to 4 years of proven experience in sales, distribution, or broker consulting within Short-Term Insurance or Legal Insurance.
    • Technical Skills: Proficiency in Microsoft Office (Word, Excel, PowerPoint).
    • Direct experience in Legal Insurance product sales or working with legal service solutions.
    • Background in banking, financial services, insurance, or corporate business environments.
    • Experience collaborating with broker admin houses or external distribution networks.
    • Exposure to project management methodologies.
    • Strong relationship-building and stakeholder management capabilities.
    • Excellent verbal and written communication skills.
    • Proven sales, negotiation, and decision-making aptitude.
    • Analytical thinking with high attention to detail and accuracy.
    • Ability to work effectively under pressure, prioritize workflows, and deliver customer-centric service.
    • Solid understanding of financial services concepts and principles.
       

    go to method of application »

    Investment Client Services & Office Administrator | Cape Town

    • Our client is an established, boutique financial services firm based in Gardens, Cape Town, specialising in private client wealth management, investment management, and fiduciary services. Operating as a small, high-performing team, they manage high-net-worth relationships with precision, discretion, and care. They are looking for a reliable, articulate, and detail-oriented Client Services & Office Administrator who thrives in a close-knit professional environment and takes genuine pride in keeping business operations running smoothly.
    • This position provides a platform for long-term career development within private wealth management. It balances rigorous financial administration with hands-on office coordination. Because our client operates as a lean, boutique firm, the role is uniquely varied. You will handle everything from high-level investment documentation to everyday front-of-house duties. No task is considered too big or too small whether preparing regulatory forms for an offshore transfer or warmly welcoming a visiting client with tea and coffee.

    Key Responsibilities:  

    • Prepare, verify, and process client onboarding packs, FICA/AML documentation, and investment instruction forms.
    • Liaise directly with clients, banking institutions, investment platforms, and third-party service providers.
    • Proactively follow up on pending transactions, account openings, and documentation requests to ensure end-to-end completion.
    • Assist with transactional administration, transfers, and portfolio record updates.
    • Maintain complete, accurate, and confidential physical and digital client files.
    • Serve as the first point of contact: manage incoming telephone enquiries and greet visiting clients with warmth and professionalism.
    • Provide front-of-house hospitality, including preparing refreshments for client meetings.
    • Coordinate day-to-day office logistics, stationery, courier services, and general office upkeep.
    • Provide ad-hoc administrative support to the advisory and fiduciary team as needed.

    Requirements:

    • Experience: Minimum of 2+ years of administrative or client service experience, ideally within financial services, wealth management, private banking, fiduciary, legal, accounting, or a related professional services firm.
    • Communication: Mother-tongue English speaker with exceptional written and verbal communication skills; comfortable engaging with high-net-worth individuals and senior executives.
    • Location: Residing within an easy, reliable commute to Gardens, Cape Town (proximity to the office is essential for punctuality and long-term continuity).
    • Attention to Detail: Meticulous approach to documentation, numbers, and system accuracy.
    • Integrity & Discretion: Utmost honesty and respect for strict confidentiality when handling sensitive client data and financial records.
    • Process Discipline: Comfortable working within structured compliance controls and repeatable administrative workflows.
    • Mindset: Proactive and self-motivated with an "all-hands-on-deck" attitude. You genuinely enjoy administration, order, and operational efficiency rather than viewing the role as a brief stepping stone to another discipline.
       

    go to method of application »

    Junior IT Field Technician | Centurion

    • Our client, a leading national IT company based in Centurion, is seeking an energetic and dedicated Junior IT Field Technician to join their technical support team. This hands-on role combines daily on-site travel to client sites with remote troubleshooting to ensure fast and reliable technical assistance.

     Key Responsibilities:

    • On-Site & Remote Support: Diagnose and resolve technical hardware, software, and connectivity problems both on-site and via remote desktop tools.
    • System Installation & Configuration: Assemble, install, and configure computer systems, peripheral devices, and internal hardware components.
    • Testing & Deployment: Test and stage newly acquired or repaired hardware prior to deployment to verify system stability.
    • Scheduled Maintenance & Cycle Calls: Conduct routine cycle calls and preventative maintenance checks across client locations.
    • Operating System Support: Maintain, update, and troubleshoot issues across Windows and Linux environments.
    • Ticket & Asset Tracking: Document all service visits, resolution steps, and hardware inventory adjustments within the ticketing system.
    • Client Relations: Act as a professional face of the company on-site, providing clear updates and basic system training to end users.

    Requirements & Qualifications:

    • Experience: Minimum of 1 year of hands-on experience as an IT field technician.
    • Certifications: CompTIA A+ and CompTIA Network+ (N+) are strictly required.
    • Mobility: Must possess a valid driver’s license and your own reliable vehicle for daily on-site travel.
    • Technical Skills: Practical experience working with both Windows and Linux operating systems is highly beneficial.
    • Problem-Solving: Proven hardware diagnostic abilities and a structured approach to troubleshooting.
    • Communication: Strong interpersonal and verbal communication skills to support diverse client environments.

    Method of Application

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