• Job Openings at Alexander Forbes - 4 Positions

  • Posted on: 20 December, 2017 Deadline: Not Specified
  • View Jobs in Banking/Financial Services View All Jobs at Alexander Forbes
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  • Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’ customers include small, medium and large organisations, specialist groups and individuals. We focus on our customers to deliver an efficient and innovative service by empowered people wherever we operate.

    Administration Manager


    Job description

    Role Summary

    The incumbent will be responsible for providing administrative support to Financial Advisors, their assistants, AF Retail managers as well as senior management in their goal to secure and service new and existing corporate and individual clients within AF Retail.


    • Matric
    • FAIS Qualification
    • Computer literacy (Microsoft office - outlook, word, excel)
    • Skills on CRM systems (advantageous)


    • Experience in the Financial Services Industry (at least 4 to 6 years)
    • Experience in Managing a sales team (5 years)
    • Investment and Life product knowledge (preferable)
    • Management of staff at least 5 years

    Key Performance Areas:

    • Staff management
    • Recruitment along with HR Consultant
    • Assist with new staff, i.e. general orientation, setting up of PC, access to printer/scanner, etc
    • HR/IR involvement
    • Managing -time keeping/sick leave annual leave (Managing Leave system)
    • FPC inhouse induction
    • Job Description
    • Performance Development Plan
    • Performance appraisals
    • Performance contracts
    • Ad-hoc discussion (development)
    • Regular feedback meetings with Admin Head and feedback sessions with team
    • Identify training needs
    • Training of new and existing staff
    • Internal control in terms of process and procedure / Risk Management
    • Continually defines ways to increase customer satisfaction and deepen client relationships

    Relationship Management

    • Manage and resolve escalated queries from staff
    • Dealing with the Service Providers & Senior Management
    • Dealing with the Consultants/Planners on complex queries
    • Managing relationship between Advisor/ FAA/VIMO Admin
    • Managing client expectations and feedback on sensitive cases or potential PI cases

    Work on hand Management

    • Compliance: FICA and internal compliance checks
    • Managing Compliance backlogs
    • CRM system- reports/daily/weekly/monthly
    • Management reports (monthly)
    • Auditing of admin staff inputs/outputs (workload)
    • Ensure workload is distributed evenly and review and allocate when staff are absent or need assistance
    • Interface fee approvals, managing risk
    • Involved in all FPC projects, where required

    Financial Advisor Assistant


    Job description

    Role Summary

    Financial Advisor Assistant to cultivate great client relationships and provide marketing support to a Consultant/s in their goal to secure new corporate and individual clients for FPC.

    Minimum Requirements

    • Matric
    • Industry related qualification/certifications, i.e. COP, (advantageous)
    • Computer literacy (Microsoft office - outlook, word, excel, power point)
    • Skills on CRM and Interface systems (advantageous)

    Experience: ·

    • Ability to deal with multiple tasks simultaneously
    • Experience in the Financial Services industry (minimum 2 years)·
    • Practical assistant/secretarial experience (essential – minimum 12 months)·
    • Investment product knowledge (essential)
    • Good understanding of the Financial Services industry – corporate and individual client§ Good understanding of investments, investment vehicles and retirement funds
    • Linked products: Preservation Funds, Retirement Annuities, Annuities
    • Voluntary products (savings vehicles, endowments)§ Unit Trusts/Multi Manager Funds
    • Insurance related skills and knowledge§ Retirement Funds
    • Technical administration services (policy values, switches, repurchases)

    Essential Behavioural Competencies:

    • Excellent verbal and written communication skills (and to communicate effectively)·
    • Excellent telephone manner and confident on the phone·
    • Professional and presentable demeanor·
    • High level of client service orientation


    Junior Financial Planner


    Job description

    Main Purpose

    The purpose of the role is to provide financial planning and investment advice to an existing client base, i.e. to identify clients’ investment and lifestyle needs and objectives and provide the most appropriate investment vehicle/portfolio for them, whilst identifying potential new business opportunities that include both life assurance and investments.

    Key Responsibilities

    • Servicing of existing clients with single and multiple investments
    • Face-to-face (meetings) annual reviews with clients
    • Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
    • Make a recommendation based on the risk questionnaire and subsequent discussions
    • Provide the client with information on the performance of the various investment portfolios available
    • Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
    • Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy and houseviews
    • Provide ongoing financial planning advice to clients as and when clients contact us
    • Resolve client concerns, queries and/or complaints
    • Source new business from existing clients

    Skills required

    • Working Experience
    • Minimum 3- 5 years Financial Planning experience


    • Matric
    • Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments)
    • CFP licensee (member of the FPI)
    • RE5 Regulatory Exam


    Human Resource Learnership


    Job description

    Role Summary
    Alexander Forbes is searching for HR graduates that require experience in the field of Human Resources.The learnership programmes are offered to applicants in line with their study field or future career aspirations. Learners will attend classes internally towards completing one of the required qualifications and also assume normal duties (hands-on experience) to complement their studies. The programmes extend over a period of 12 months .

    Method of Application

    Use the link(s) / email(s) below to apply on company website.

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