Graduate Programme – Financial Planning
| Job Title: | Graduate Programme – Financial Planning |
| Department: | Human Capital: Group |
| Posted by: | Alexander Forbes |
| Date Posted: | 09 September 2025 |
| Closing Date: | 31 October 2025 |
| Location: | Durban |
Purpose of the Job:
The programme is designed to place graduates under supervision, in line with FSCA requirements, while providing exposure to various financial advice sub-categories. Through this structured development journey, successful participants will acquire the necessary skills, experience, and regulatory requirements to qualify for the Financial Services Advisor (FSA) designation through the Financial Planning Institute (FPI).
Overview:
Launch Your Career in Financial Services at Alexander Forbes! Graduate Programme Opportunity
Are you an ambitious graduate with a passion for helping people achieve financial freedom? Do you see yourself building a rewarding career as a trusted Financial Planning Consultant?
We are looking for dynamic, driven, and people-focused graduates to join our Financial Planning Graduate Programme. This is your chance to gain expertise, growth, mentorship, and hands-on experience in the financial services industry.
What’s in it for you?
- Comprehensive training and professional development
- Personal mentorship from industry leaders
- Exposure to financial planning, wealth creation, and client advisory services
- A structured career pathway towards becoming a successful Financial Planning Consultant
- An opportunity to make a real impact by helping clients achieve their financial goals
What we’re looking for:
- FSCA recognised Degree and/or Honours/Post Graduate Diploma in Financial Planning; BCom in Financial Planning; BCom Finance
- Strong interpersonal and communication skills
- A passion for people and building relationships
- Self-motivated, resilient, and eager to learn
Kickstart your career with us!
If you are ready to take the first step towards a fulfilling career in financial planning, we want to hear from you. Take charge of your future. Become the Financial Planning Consultant of tomorrow.
PC3182 – Walk-in Centre Agent Stellenbosch
| Job Title: | PC3182 – Walk-in Centre Agent Stellenbosch |
| Department: | Corp Operations |
| Posted by: | Alexander Forbes |
| Date Posted: | 20 October 2025 |
| Closing Date: | 28 October 2025 |
Purpose of the Job:
To provide excellent customer service in a walk-in centre environment, handling client inquiries, complaints, and transactions efficiently in the financial services sector.
Overview:
We are seeking a dedicated Walk-in Centre Agent to join our team in Stellenbosch. This role involves direct client interaction, ensuring high levels of satisfaction, and supporting the smooth operation of our centre.
Education:
- National Senior Certificate (Matric/Grade 12) – Essential
- National Certificate in Customer Relationship Management – Advantageous
- National Certificate in Contact Centre Agent Qualification – Advantageous
Experience:
- Minimum 2 years’ proven work experience as a walk-in centre consultant in a financial services environment
- 2–5 years’ experience working on CRM and VOIP systems
- Knowledge of customer service practices and principles
- Excellent data entry and typing skills
- Ability to speak more than two languages
Key Performance Areas:
Customer Service:
- Acknowledge and assist clients promptly, maintaining agreed service levels
- Greet all clients and visitors with a sincere smile and treat each as a valued guest
- Always acknowledge clients’ presence and engage professionally using correct business language
- Manage telephone calls efficiently with good communication skills
- Attend to customer complaints immediately and facilitate resolutions
- Log all dissatisfaction expressions onto the complaints system accurately
- Exercise courteous mannerisms and empathy
- Use appropriate greetings and closings, building rapport through voice, tone, pitch, and body language
- Prioritise client needs and engage in conversations to understand requirements using probing and listening skills
- Create positive experiences by providing accurate information and escalating when needed
- Display urgency in handling inquiries
- Maintain and update client contact details
- Match responses to client communication styles
- Share information to enhance team effectiveness
- Contribute positively to team performance
- Capture accurate status codes on customer contacts
- Log secondary contacts and appointments with detailed notes on CRM
- Maintain minimum service level targets
- Keep knowledge up to date on industry trends, products, and services (85% on monthly assessments)
- Take full responsibility for closing walk-in centre queries end-to-end
- Assist in other business support areas when required
Data Management and Integrity:
- Confirm and capture accurate client contact details on first contact and revisits
- Record all client contacts and feedback accurately
- 1% error rate on wrap-up codes
- 1% allowance on open cases
- 95% capture rate
- Adhere to correct wrap-up code selection for reporting
Policies, Procedures, and Protocols:
- 100% adherence to divisional policies, procedures, protocols, and SLAs
- 100% adherence to AFFS policies and guidelines
- Monitor effective use of business tools and equipment
- Full adherence to schedules and Contact Centre Handbook
- Meet customer survey satisfaction standards
- Proactively identify cross-selling opportunities
- Adhere to POPIA act – maintain confidentiality
- Treat Customers Fairly (TCF)
Treating Customers Fairly (TCF):
- Identify and pursue opportunities aligned to TCF principles
- Understand and apply TCF principles in dealings with clients
- Act as a brand ambassador by modelling Alexander Forbes values
Personal Development:
- Attend and participate in professional development, training, and coaching
- Respond openly to feedback and apply knowledge to meet objectives
- Contribute to a positive workplace environment with respect for advice and feedback
Competencies:
- Time management
- Problem solving
- Adaptability
- Customer service
- Negotiation
- Effective communication skills (verbal and written)
- Energy and drive to meet work challenges
- Communicate across various channels
- Patience for repetitive tasks
- Fluent verbal expression, adjusting to client needs
PP1734 – Junior IAC Planner
| Job Title: | PP1734 – Junior IAC Planner |
| Department: | Individual Clients Consulting – OF7303 |
| Posted by: | Alexander Forbes |
| Date Posted: | 22 April 2025 |
| Closing Date: | 30 November 2025 |
| Location: | Sandton |
Purpose of the Job:
To support the planning and management of individual client advisory services, focusing on new business production, client retention, and skill development in financial planning.
Overview:
Join our team as a Junior IAC Planner and contribute to client financial success through advisory services. This role offers opportunities for growth and direct client engagement.
Key Performance Areas:
- New business production – assets under advice, life cover policies, and fees generated
- Retention of own client base – ensure client reviews are not in backlog and minimise client loss to external brokers
- Client engagement – measured by number of engagements and client feedback
- Development of advisory and interpersonal skills – including telephone skills, call handling, record keeping, resolving queries, and identifying opportunities
Functional Competencies:
- Enthusiasm to upskill through formal training, on-the-job learning, and coaching
- Interpretation and analysis of client circumstances and data
- Analyse information and select best solutions from alternatives
- Ability to multi-task
- Excellent verbal and written communication skills
- Articulate presentation and professionalism
- Effective communicator with command of required language
- Presentable voice and confidence on the phone
- High level of client service orientation
- Attention to detail and accuracy
- Organised and assertive
- Time management skills
- Proactive and uses initiative (self-starter)
- Ability to work independently and under pressure
- Strong work ethic
- Empathy and ability to listen to clients
- Resourceful problem solver
Education and Experience:
- Matric
- Tertiary qualification, e.g., BCom (majors in Financial Management, Financial Planning, Investments, or Law), CFP
PP2630 – Senior Administrator
| Job Title: | PP2630 – Senior Administrator |
| Department: | Corp Operations |
| Posted by: | Alexander Forbes |
| Date Posted: | 16 October 2025 |
| Closing Date: | 27 October 2025 |
Purpose of the Job:
A Senior Administrator is responsible and accountable for key performance areas aligned to the operation of a portfolio of funds. This includes financial management, operational effectiveness, embracing Treating Customers Fairly (TCF), client service, and engagement. Tasks must comply with Alexander Forbes procedures, industry requirements, departmental needs, and Service Level Agreements (SLAs). All work should be accurate, timely, and service-oriented, with clear communication to build and strengthen internal and external relationships. Maintain and improve the company’s image through prompt, polite, and efficient service.
Overview:
As a Senior Administrator, you will manage fund portfolios, ensuring smooth operations and high client satisfaction in the financial services environment.
Requirements:
Education:
- Grade 12 (Matric)
- Successfully passed AF and branch tests/assessments
- Achieved or studying towards a retirement fund qualification or equivalent
Experience:
- Minimum 3 years of industry-related work experience
Key Responsibilities:
Operational & Financial Success:
- Maintain expenses in line with branch standards and limits
- Maintain and manage fund allocations
- Eliminate PI claims
Fund Administration – Role Specific:
- Monthly contribution reconciliations for Pension and Provident Funds
- Maintenance of member data
- Necessary reporting in terms of Section 13(a)
- Processing of various types of claims (including bulk transfers) for Pension and Provident Funds
- Checking and authorising various types of claims
- Direct/guaranteed housing loans where applicable
- Preparing and checking monthly reporting for client meetings
- Completion of Administration Reports (where applicable)
- Completion of member statements (where applicable)
- Recognition of transfer documents and allocation once received (where applicable)
- Identify fund changes and prepare/check documents (rates, fees, or expenses)
- Prepare information for financial year-end of funds (where applicable)
- Check and act upon risk reports (where applicable)
- Clear emails and queries daily
- Perform other related duties as reasonably expected
- Perform peer review of specific tasks
Embracing & Implementing Treating Customers Fairly (TCF):
- Keep knowledge up to date on industry trends, AFAS products, and services (measured by branch tests and AFFS training)
- Live AF values, contribute to team/branch, embrace TCF, manage client expectations, and embody SERVE principle
Client Service:
- Timely and accurate client and member communication per procedures
- Effective service delivery to internal clients (e.g., ALM Team, Consultants)
- Quality and accuracy of work meeting expectations without errors
- Compliant with AFFS complaints management procedure
- Maintain and improve Alexander Forbes image through prompt, polite service
Output, Success & Engagement:
- Assist in times of absenteeism/pressure
- Manage self and processes/responsibilities
- Work independently
- Timely actioning of ad-hoc tasks
- Take additional responsibilities and contribute positively
- Train junior staff where necessary
Competencies:
- Compass and Alex system knowledge (where applicable)
- Computer literate (Outlook, Excel intermediate, Word basic)
- Understand and apply Retirement Fund Rules
- Review and understand relevant legislation
- Work with complex data sets and identify problems
Why Join Alexander Forbes?
At Alexander Forbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
- Bursary and Leadership Development Programmes
- E-Learning Forums and continuous learning
- Financial Planning Support for staff
Rewarding Performance:
- Total Rewards Package: Competitive incentives
- Power Of One: Monetary recognition for performance
- Lead Incentives & Referral Bonuses
Comprehensive Benefits:
- Retirement Fund Contributions at 13% of CTC
- Group Risk Cover: Funeral, Dread Disease, Life Insurance
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (mandatory unless dependent)
Work-Life Balance:
- Flexible Hybrid Work Model
- Connectivity Benefit: Wi-Fi allowance
- Employee Wellness & Assistance Programmes
- My Savings Account for future planning
Join a company that values its people, invests in growth, and rewards excellence. Be part of a team shaping the future of financial services.
PP2751 – Administrator
| Job Title: | PP2751 – Administrator |
| Department: | Corp Operations |
| Posted by: | Alexander Forbes |
| Date Posted: | 23 October 2025 |
| Closing Date: | 03 November 2025 |
Purpose of the Job:
Attend to all administrative tasks required to ensure the smooth running of the Beneficiary Fund. Ensure compliance with fund mandates, rules, SLAs, and SLS. Administrative purposes are divided into five classes: Onboarding, Accounts, Trust Consulting, Ad-hoc (Claims), and Termination (Claims).
Overview:
This role focuses on efficient administration to support beneficiary funds, delivering high-quality service and maintaining operational integrity.
Requirements:
Education:
- National Senior Certificate (Matric/Grade 12) – Essential
- National Certificate (Customer Relationship Management) – Advantageous
- Bachelor’s Degree (3 years – 360 credits in Finance, Human Sciences) – Advantageous
Experience:
- Minimum 2 years proven administrative work experience in financial services or human sciences environment
- Knowledge of customer service practices
- Excellent data entry and typing skills
- Ability to speak more than two languages
- Computer literate
Competencies:
- Effective communication skills
- Ability to complete repetitive tasks patiently within turnaround times
- Handle stress without losing focus or composure
- Excellent customer service
- Attention to detail and follow-up ability
Key Responsibilities:
Operational Effectiveness:
- Maintain unallocated deposits within R21–25m at month-end; limit outstanding information to 5–10%
- Ensure 75% onboarding completion within 10 days; no deposits older than 60 days
- Provide new clients with fund and mandate documentation; support via calls
- Process ad-hoc claims, banking changes, and third-party loadings accurately within SLA
- Resolve ad-hoc and NM referrals within TAT; address queries in 24–48 hours
- Manage guardian changes, tracing, increases, terminations, and USIF within targets and TAT
- Perform accurate “before submissions” and checkings in 24–48 hours
- Reduce external tracing reliance; improve process service levels
Customer Service:
- Deliver prompt, professional, courteous service
- Log and escalate complaints; resolve within SLA
- Build rapport through communication, listening, empathy
- Capture interactions and secondary contacts on Insight accurately
- Escalate unresolved queries to seniors or Trust Consulting
- Maintain knowledge of industry trends, products, services
- Support team through collaboration and positive attitude
Data Management & Integrity:
- Accurate data capture and maintenance of client details and POE dates
- Record interactions and feedback for improvement
- 1% or less data entry error rate; 95% capture accuracy
- Adhere to termination and security requirements; valid pending reasons for open cases
Policies, Procedures & Compliance:
- Adhere to all policies, procedures, SLAs
- Comply with POPIA; maintain confidentiality
- Effective use of systems and tools
- Meet customer satisfaction standards
Treating Customers Fairly (TCF):
- Apply TCF principles in interactions and decisions
- Build client relationships; act as brand ambassador
Personal Development:
- Participate in training, coaching, development
- Apply feedback; contribute to respectful environment
Why Join Alexander Forbes?
At Alexander Forbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
- Bursary and Leadership Development Programmes
- E-Learning Forums and continuous learning
- Financial Planning Support for staff
Rewarding Performance:
- Total Rewards Package: Competitive incentives
- Power Of One: Monetary recognition for performance
- Lead Incentives & Referral Bonuses
Comprehensive Benefits:
- Retirement Fund Contributions at 13% of CTC
- Group Risk Cover: Funeral, Dread Disease, Life Insurance
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (mandatory unless dependent)
Work-Life Balance:
- Flexible Hybrid Work Model
- Connectivity Benefit: Wi-Fi allowance
- Employee Wellness & Assistance Programmes
- My Savings Account for future planning
Join a company that values its people, invests in growth, and rewards excellence. Be part of a team shaping the future of financial services.
PP3365 – Fund Accountant
| Job Title: | PP3365 – Fund Accountant |
| Department: | Corp Operations |
| Posted by: | Alexander Forbes |
| Date Posted: | 23 October 2025 |
| Closing Date: | 03 November 2025 |
Purpose of the Job:
To maintain a portfolio of funds by performing daily accounting functions, ensuring accuracy, compliance, and effective financial management.
Overview:
This role involves detailed financial accounting for fund portfolios, reconciliations, and stakeholder communication to support operational and client needs.
Requirements:
Education:
- Matric (Grade 12 with Accounting & Pure Mathematics Symbol B or higher)
- BCom degree (Accounting, Finance, or related field)
Experience:
- 5 years’ experience in a working environment (advantageous)
- Computer literate in MS Office Suite (advanced MS Excel required, not negotiable)
- Compass and Fundi experience advantageous
- Understanding of the role
Competencies:
- Strong analytical skills
- Aptitude for problem solving and identifying patterns
- Ability to assess and evaluate trends
- Client service orientation
- Resourceful problem solver
Key Responsibilities:
Stakeholder Relationship / Financial Management:
- Effective communication with 3rd parties to resolve issues; ensure admin and accounts system integration
- Communicate with external clients to adhere to Treating Customers Fairly (TCF)
Role Specific:
- Reconciliation and completion of bank reconciliations per procedure (~50 bank accounts)
- Resolve highly significant issues monthly
- Complete bi-annual cash flows
- Ensure all queries are resolved
- Accurate and timely reconciliation/payment of admin and re-insurance premiums per employer monthly
- Monitor unallocated accounts
- Check portfolios align with investment mandate; take corrective action
- Timely actioning of investment/disinvestment instructions
- Prepare rate change documentation timely
- Request ad-hoc payments timely
Treating Customers Fairly (TCF):
- Fulfil duties to deliver TCF outcomes
- Speak up about TCF shortcomings
- Own up to mistakes with TCF consequences
Why Join Alexander Forbes?
At Alexander Forbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
- Bursary and Leadership Development Programmes
- E-Learning Forums and continuous learning
- Financial Planning Support for staff
Rewarding Performance:
- Total Rewards Package: Competitive incentives
- Power Of One: Monetary recognition for performance
- Lead Incentives & Referral Bonuses
Comprehensive Benefits:
- Retirement Fund Contributions at 13% of CTC
- Group Risk Cover: Funeral, Dread Disease, Life Insurance
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (mandatory unless dependent)
Work-Life Balance:
- Flexible Hybrid Work Model
- Connectivity Benefit: Wi-Fi allowance
- Employee Wellness & Assistance Programmes
- My Savings Account for future planning
Join a company that values its people, invests in growth, and rewards excellence. Be part of a team shaping the future of financial services.
PP3804 – Senior Accountant
| Job Title: | PP3804 – Senior Accountant |
| Department: | Corp Operations |
| Posted by: | Alexander Forbes |
| Date Posted: | 23 October 2025 |
| Closing Date: | 03 November 2025 |
Purpose of the Job:
To maintain a portfolio of funds by performing daily accounting functions, with a focus on advanced financial oversight, reconciliations, and compliance in a senior capacity.
Overview:
As a Senior Accountant, you will handle complex accounting tasks for fund portfolios, ensuring financial accuracy, stakeholder engagement, and adherence to best practices.
Requirements:
Education:
- Matric (Grade 12 with Accounting & Pure Mathematics Symbol B or higher)
- BCom degree (Accounting, Finance, or related field)
Experience:
- 5 years’ experience in a working environment (advantageous)
- Computer literate in MS Office Suite (advanced MS Excel required, not negotiable)
- Compass and Fundi experience advantageous
- Understanding of the role
Competencies:
- Strong analytical skills
- Aptitude for problem solving and identifying patterns
- Ability to assess and evaluate trends
- Client service orientation
- Resourceful problem solver
Key Responsibilities:
Stakeholder Relationship / Financial Management:
- Effective communication with 3rd parties to resolve issues; ensure admin and accounts system integration
- Communicate with external clients to adhere to Treating Customers Fairly (TCF)
Role Specific:
- Reconciliation and completion of bank reconciliations per procedure (~50 bank accounts)
- Resolve highly significant issues monthly
- Complete bi-annual cash flows
- Ensure all queries are resolved
- Accurate and timely reconciliation/payment of admin and re-insurance premiums per employer monthly
- Monitor unallocated accounts
- Check portfolios align with investment mandate; take corrective action
- Timely actioning of investment/disinvestment instructions
- Prepare rate change documentation timely
- Request ad-hoc payments timely
Treating Customers Fairly (TCF):
- Fulfil duties to deliver TCF outcomes
- Speak up about TCF shortcomings
- Own up to mistakes with TCF consequences
Why Join Alexander Forbes?
At Alexander Forbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
- Bursary and Leadership Development Programmes
- E-Learning Forums and continuous learning
- Financial Planning Support for staff
Rewarding Performance:
- Total Rewards Package: Competitive incentives
- Power Of One: Monetary recognition for performance
- Lead Incentives & Referral Bonuses
Comprehensive Benefits:
- Retirement Fund Contributions at 13% of CTC
- Group Risk Cover: Funeral, Dread Disease, Life Insurance
- Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (mandatory unless dependent)
Work-Life Balance:
- Flexible Hybrid Work Model
- Connectivity Benefit: Wi-Fi allowance
- Employee Wellness & Assistance Programmes
- My Savings Account for future planning
Join a company that values its people, invests in growth, and rewards excellence. Be part of a team shaping the future of financial services.
We wish you all the best with your applications.
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