Jobs at The Recruitment Council

• Are you a high-caliber financial professional who thrives at the intersection of technical portfolio management and strategic business growth? Our client is looking for a sophisticated, driven leader to join their team in the prestigious business hub of Umhlanga.  
• This isn't just a sales role it’s a hybrid position designed for a heavy hitter who possesses the technical gravitas to manage a panel of assets and the executive presence to expand a high-net-worth footprint.  

Key Responsibilities:    

• Drive Growth (BDM): Actively identify and secure new business opportunities, leveraging your professional network and our client's premium reputation to grow the book.
• Manage & Service: Take full ownership of a sophisticated client panel, ensuring meticulous portfolio servicing and maintaining long-term wealth strategies.
• Professional Representation: Embody our client's polished brand, serving as a trusted advisor to sophisticated investors and institutional stakeholders

  Key Requirements:  

• We are seeking a professional with the perfect blend of "clout" and "hustle." This role is open to all races and is ideally suited for established BDMs, Wealth Managers, Paraplanners, and Investment Consultants.
• Executive Presence: You carry yourself with a polished demeanour and personality that effortlessly resonates with High-Net-Worth individuals.
• Analytical Prowess: You don't just talk about investments; you deeply understand the mechanics of the market.
• Tenacity: You are a self-starter who is motivated by high-stakes performance and exceptional rewards.

Must hold at least one of the following qualifications:

• CFP or CFA Charter
• BCom in Investment Management or Financial Planning
• BCom in Economics

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• Our client is a boutique financial planning and wealth management firm. As a small, close-knit team, they pride themselves on delivering highly personalized, exceptional service to their clients. They are looking for a dedicated, grounded, and versatile professional to join their team and become an integral part of their company culture.  
• If you thrive in a collaborative environment, possess a high level of integrity, and love to wear multiple hats, this is the perfect place for you to grow.  

Key Responsibilities:    

• Comprehensive Administration: Handle new business processing, switches, repurchases, and portfolio statements.
• Data Management: Maintain and update client data meticulously on internal client management systems.
• Client Servicing & Front-of-House: Act as the first point of contact answering phones, greeting clients at reception, serving refreshments, and handling general client queries.
• Planner Support: Assist existing financial planners with investment reports, compliance requirements, and meeting preparations.
• Team Collaboration: Jump in and assist with various other business functions as needed true teamwork means helping wherever possible.

    Job Requirements:  

• Experience: Prior experience working on LISP systems (e.g., Ninety One, Allan Gray, Momentum) is highly advantageous.
• Tech Literacy: Proficiency in Microsoft Office (specifically Outlook and Word/Excel). Training will be provided on proprietary systems.
• Communication: Exceptional written and verbal communication skills in English

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• Our client, a well-established and prestigious financial services provider, is seeking a motivated and detail-oriented Wealth Advisor Administrator to join their dynamic Financial Advisory team.    
• This graduate-level role is an exceptional springboard for someone looking to build a career in wealth management. In this position, you will work closely with Wealth Advisors and paraplanners, providing crucial administrative support and engaging directly with clients to ensure a seamless service experience.  

Key Responsibilities:  

• Client Support & Liaison: Actively support Wealth Advisors in acquiring, retaining, and maintaining valuable client relationships. Follow up promptly on client servicing requests.  
• System & Data Management: Update and scan client information using internal systems (Dynamics and Elite). Obtain Astute downloads and request updated client investment and policy statements.  
• Transaction Processing: Submit all new business applications. Process ongoing servicing requests, including top-up payments, withdrawals, redemptions, and Section 14 & 37 transfers.  
• Meeting & Sales Preparation: Assemble comprehensive meeting packs for client reviews. Compile requested quotes, fact sheets, and assist with policy and balance sheet preparation.  
• Provider Collaboration: Support the sales and record-maintenance interactions between various product providers, their consultants, and the wealth advisors.  
• Office Administration: Help with general office functions and ad-hoc administrative tasks as needed.

Requirements:  

• Education: A relevant tertiary qualification in Finance, Investment Management, or a related field.  
• Experience: Matric certificate accompanied by 1–2 years of experience in client relationship management.  
• Technical Skills: Excellent knowledge of common office software (MS Word, Excel, and PowerPoint), alongside a good understanding of managing client data.  
• Core Competencies: Strong numeric competency, strict attention to detail, and sound written and verbal communication skills.
• Work Ethic: High levels of accountability, responsibility, and trust. You must be adaptable, able to multitask, and thrive under pressure in a high-volume environment.  
• Growth Mindset: A strong willingness to learn the specialized legal, compliance, and systems demands unique to the financial planning business.  

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• Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is to prepare written Records of Advice and perform technical calculations on behalf of Wealth Managers and Advisors for both existing and future clients.  

Key Responsibilities:  

• Financial Planning & Advice: Prepare written Records of Advice, technical calculations, and technical advice on behalf of Wealth Managers and Advisors as per company policies. 
• Analysis & Recommendations: Conduct comprehensive technical analyses required to draft financial plans, including fund comparisons, fees, CGT, penalties, fact sheets, and product benefits. Prepare accurate recommendations and financial plans prior to client planning meetings.
• Workflow Coordination: Assist in co-ordinating, prioritising, and monitoring paraplanning work requests through the hub processes and procedures. 
• Client & Advisor Support: Accompany Wealth Managers and Advisors at initial and presentation client meetings where required. Prepare review reports for clients on agreed frequencies in collaboration with the Sales Support team.
• Risk Cover Planning: Plan for risk cover and benefits through quote requests received from Wealth Managers and Advisors.
• Database & Data Integrity: Capture client financial information from financial needs analyses, update the database with accepted plans, and ensure precise implementation according to the plan.
• Information Gathering: Identify and collect outstanding information required for the accurate completion of work requests from the relevant parties.
• Policy & Project Participation: Support the development of paraplanning policies and participate in assigned projects, such as reviewing Record of Advice templates and writing procedures.
• Practice Standards: Support practice management standards through annual reviews, segmentation, and differentiated servicing of clients.

Requirements:  

• Education: Minimum requirement of a Post Graduate Diploma in Financial Planning.  
• Technical Knowledge: Broad range and depth of technical knowledge across multiple product providers and benefit types.  
• Compliance Expertise: Strong knowledge of compliance requirements for FAIS and FICA, with a thorough understanding of compliance issues associated with providing financial advice. Having passed the Regulatory Examination (RE5) is highly preferred.  
• Software Skills: Excellent Microsoft Word and Excel computer skills, with advanced skills preferred. Experience using financial planning modelling software such as Elite and Dynamics is highly advantageous.  
• Communication Skills: Strong written, interpersonal, and report writing skills, with the ability to develop rapport and empathy with Wealth Managers and Advisors.
• Work Ethic & Attributes: Highly energetic, self-starting, and able to work independently as well as part of a team. Must demonstrate high ethical standards, integrity, trustworthiness, and a strong service ethic.  
• Time Management: Strong organizational skills with the flexibility to manage multiple tasks simultaneously and deliver to tight deadlines under pressure.

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• Our client is a highly innovative, multi-distribution insurer in South Africa that has been shaking up the financial services industry since 2006. Known for their fresh, customer-focused approach, they were the first to launch direct online life insurance and USSD policy management in the country. They are consistently evolving to help South Africans make smart choices, protect their families, and grow their wealth.          

Key Responsibilities:  

• Partnership & Stakeholder Engagement: Lead and collaborate within fluid project teams to exchange ideas. Identify, engage, and manage relationships with key internal and external stakeholders to drive mutual commitment.
• Commercial & Business Planning: Contribute to long-term business plans, forecast performance against KPIs, and manage the commercial results of your product lines by analyzing market trends and optimizing resources.
• Project & Operations Management: Oversee strategic operational areas and manage a diverse portfolio of projects from conception to execution.
• Product Training & Enablement: Identify training gaps, design customized product training content, and run complex courses to enhance team and channel performance.
• Insights & Reporting: Coordinate data collection, analyze market and financial trends, and prepare analytics reports to steer executive decision-making.

Requirements :  

• Experience: 6–10 years of comprehensive experience in partnership management, affinity channels, or financial services distribution.
• Education: A University or Postgraduate (Master's) Degree.
• Strategic & Financial Acumen: Strong big-picture thinking with the ability to interpret financial indicators to make data-driven business choices.
• Exceptional Communication: Mastery of multi-mode communication, presentation, and relationship-building skills to comfortably engage with diverse audiences.
• Regulatory Knowledge: Sound independence in interpreting and applying industry laws, policies, and regulations.   

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• Are you a dynamic sales professional with a talent for building powerful partnership networks? Do you thrive in the financial services and insurance sector?  
• Our client, one of South Africa’s leading financial service providers, is seeking a high-calibre Account Manager: Group Schemes to join their innovative team. If you are a diverse thinker who loves leveraging technology and pushing boundaries to deliver exceptional end-to-end business results, this is the role for you.          

Key Responsibilities:   

• Business Development & Market Insights: Monitor and assess sales and market data for your geographic region. Conduct product and primary data research to identify key market trends and help management formulate growth strategies.
• Customer Relationship Management: Develop and execute relationship management plans for existing customer accounts. Connect with key decision-makers, gather feedback, and ensure customer needs are consistently met.
• Data Analytics & Reporting: Prepare, coordinate, and interpret complex data and analytics reports, translating technical insights into actionable business recommendations.
• Project & Account Management: Manage a portfolio of product projects from milestones to final deliverables while independently guiding client accounts to maximize mutual benefits.
• Compliance & Quality Assurance: Ensure all operations fully adhere to regulatory codes, codes of conduct, and organizational policies.                     

Requirements :      

• Grade 12 / SAQA Accredited Equivalent.
• Relevant Diploma or Degree (Business Management, Marketing) and FAIS accreditation.
• Proven work experience in group schemes sales and administration within the long-term insurance industry.
• Advantageous: Marketing or sales experience in related fields like banking, finance, or insurance.
• Independence in negotiation, commercial acumen, and sales planning.
• Strong verbal communication and data analysis capabilities.
• Proficiency in Microsoft Office Suite and standard office software