Latest Jobs at The Recruitment Council

• Are you a dynamic financial professional looking to step into a thriving, well-established office? Our client, a leading name in the Financial Services industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis.  
• In this role, you will inherit a dedicated portfolio of clients to assist with comprehensive financial planning and advice, while actively driving new business development to grow your network.  

Key Responsibilities:  

• Financial Advice & Planning: Provide expert financial advice and strategic planning to clients.
• Portfolio Management: Efficiently manage and maintain client portfolios. 
• Client Relations: Actively handle and resolve client enquiries with top-tier service.
• Admin & Compliance: Compile and process new policy applications, ensuring strict adherence to administration and compliance standards.
• Business Development: Oversee ongoing business maintenance and cultivate new client relationships.

Requirements:  

• Education: A University Degree specifically a BCom in Finance, Business Finance, Investments, Financial Planning Law, Financial Sciences, Investment Management, or Economics.
• Experience: 3 or more years of experience working within an intermediary financial services environment. 
• Licensing: Must have passed the Regulatory Exam (RE5) for Representatives. 
• Tools & Mobility: High computer literacy (MS Office), a valid driver’s license, and access to your own vehicle.
• A Post Graduate Diploma in Financial Planning.
• A CFP Qualification.
• Strong analytical thinking and skills.
• Exceptional customer service orientation.
• Confident presentation skills.

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• Our client is deeply committed to transforming and embracing diversity to achieve a diverse workplace, with employment equity as a key goal to create an inclusive workforce.
• In alignment with these employment equity goals, preference will be given to applicants from designated groups, and people with disabilities are highly encouraged to apply.  

Key Responsibilities:

• Client Engagement: Conduct face-to-face client meetings and arrange on-site client appointments.
• Client Service: Handle client queries , provide consistent feedback to clients , and manage client retention.
• Portfolio & Risk Management: Handle new applications and quotations , manage underwriting, and oversee client renewals.
• System & Record Management: Maintain the MyPractice system , record accurate details on relevant systems , and manage detailed administrative documentation and records.
• Compliance: Ensure full FAIS compliance across all processes.
• Relationship Building: Build and maintain excellent working relationships with clients, internal stakeholders , and insurers , effectively bridging the gap between the office and insurance companies.
• Operations: Consistently maintain service level agreement deadlines and handle regular reporting. 
• Product Knowledge: Demonstrate a thorough understanding of policy wordings and various industry products.

Minimum Requirements:

• Experience: No less than 7 to 10 years of relevant work experience as an Insure Adviser.
• Qualifications: Completed NQF Level 4 or 5 qualification in Short Term Insurance.
• Certifications: Successfully completed the Regulatory Examination RE5 (Representative).
• Regulatory Compliance: DOFA confirmation from the FSCA alongside fit and proper product-specific training. 
• Computer Literacy: Fully computer literate in Microsoft Office 365 (Word, Excel, and Outlook).
• Core Values: High integrity , empathy , responsibility , and a resilient attitude.
• Work Ethic: Strong work ethic with the capability to perform under high volumes of pressure.  
• Collaboration: Ability to operate completely independently as well as within a team enviroment.
• Communication & Negotiation: Good verbal and written communication skills paired with strong negotiation skills.
• Organization: Meticulous attention to detail , good administration skills , excellent planning and organizing abilities , and strong time management.
• Problem Solving: Strong analytical and problem-solving skills.
• Client Focus: Highly client-focused with exceptional interpersonal and customer service skills.

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• Our client is a leading, reputable financial services and investment firm dedicated to delivering sustainable wealth management and investment solutions. With a deeply rooted commitment to innovation and excellence, they are looking to appoint a visionary leader to drive their client-centric transformation.  
• As the Head: Client Experience, you will ultimately lead the design and execution of the Client Experience Value Propositions and Insights portfolio to support strategic business objectives. You will be responsible for establishing and overseeing a client-first approach, driving efforts to assess and elevate experiences at each touchpoint across the Advisor and Client journey.    

Responsibilities:  

• Strategy & Insight: Research and assess current and future client experience strategies relative to Retail and Institutional propositions. Analyze competitor landscapes, customer feedback, and data to identify areas for improvement and drive growth by boosting retention, cutting churn, and encouraging referrals.
• Client Advocacy & Culture: Act as the ultimate client advocate and the voice defending the client’s perspective at all levels of the organization. Build a 360-degree view of the client to drive a deeper understanding of their needs, expectations, and perceptions.
• Cross-Functional Collaboration: Partner with cross-functional teams (including Channel teams, IFAs, and business units) to ensure a seamless customer journey, providing input and guidance on process redesigns to meet client needs.
• Tools, Data & Technology: Establish reliable data capabilities, dashboards, and accessible survey tools to measure satisfaction and loyalty. Bring the voice of the client into future technological advancement decisions, including AI and machine learning. 
• Change Management: Drive change management interventions across the organization to transition towards a highly client-centric culture and ensure a consistent experience across all market segments and channels (e.g., apps, service centers). 
• Service Support: Empower internal service teams by providing the information, technological support, and improved employee experiences they need to deliver optimal client support.

Requirements:  

• Education: A relevant university degree is required. A Master’s accreditation is highly advantageous, particularly with application experience.
• Experience: Minimum of 10 years’ experience leading a service-, client-facing, or CX team with a proven track record of known impact.
• CX Design: Proven experience in the design of client experiences, the commercialization of those experiences, and driving cultural change toward a client focus.
• Collaboration & Analytics: Demonstrated experience in cross-functional team management alongside analytical experience across various business domains.
• Influencing Skills: Exceptional capability to influence decisions at a senior level, ensuring client outcomes remain at the heart of business choices.

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• Our client is seeking an experienced, dynamic, and motivated Personal and Commercial Lines Administration Manager to join their high-performance team. This is an exciting opportunity for an insurance professional who thrives in a collaborative environment and is deeply passionate about delivering exceptional client service.  
• In this pivotal role, you will lead the day-to-day administration of both Personal and Commercial Lines portfolios, work closely with a diverse range of clients and leading insurers, and ensure operational excellence across the business. If you enjoy building strong relationships, driving efficiency, and contributing to a growing business, we want to hear from you!  

Key Responsibilities:

• Policy Administration: Assist with policy servicing, amendments, and renewals; capture and update client records on brokerage administration platforms.
• Claims Management: Register, process, and validate motor and non-motor claims; appoint assessors, check cover against policy wordings, and calculate settlement amounts or excesses.
• Client Service: Act as the dedicated point of contact; communicate claim requirements, provide consistent updates (via phone, email, or WhatsApp), and handle client queries.
• Broker & Insurer Liaison: Mediate between the client and insurance underwriters or third-party service providers (like panel beaters or repairers) to expedite timely claim resolutions.
• Compliance & Recoveries: Follow up on third-party recoveries and ensure adherence to South African financial regulations including FAIS, FICA, and Treating Customers Fairly (TCF) guidelines.
• Client Interaction: Professionally handle all inbound and outbound client queries via telephone and email, including assisting walk-in clients.
• Needs Analysis: Review client profiles to conduct insurance needs analyses and recommend appropriate personal or commercial lines cover.
• Retention: Manage client queries promptly, assist with retentions, and prevent policy cancellations.
• Operations & Support: Assist in administrative back-office support services, maintain and update business trackers, and adhere to effective turnaround times.
• Professional Standards: Meet continuous professional development objectives, adhere to the regulations and ethics of all Insurance bodies, and meet all specified KPAs.

Experience:

• Minimum of 5 years' experience in customer service within Personal/Commercial lines.
• Proven experience in registering and assessing Personal and Commercial lines claims within a brokerage or insurer environment.
• Deep familiarity with South African financial regulations (FAIS, FICA, TCF).
• Must possess own reliable transport.
• NQF Level 4 or 5 qualification in Short-Term Insurance.
• Regulatory Examination Level 5 (RE5) certificate.
• Proficient in Microsoft Office 365 (Word, Excel, Outlook, MS Teams, PowerPoint).
• Exceptional organizational and time management skills with a high attention to detail.
• Excellent verbal and written communication skills paired with strong telephone etiquette.
• Demonstrated ability to supervise, motivate support staff, and lead a team.
• Comfortable engaging with high-net-worth clients and senior executives with absolute discretion and integrity.
• Proactive, initiative-driven, and a team player with a positive, can-do attitude.