Job Description
- Generate and follow up on leads like a friendly-but-persistent detective.
- Book advisor appointments that turn into actual business.
- Drive annual and bi-annual client review schedules (Google Calendar is your kingdom).
- Identify cross-selling opportunities before the advisor even finishes their sentence.
- Keep the XPlan pipeline pristine.
- Manage KYC/FICA like a compliance ninja – silent, accurate, and deadly to non-compliance.
- Process amendments, switches, transfers, and policy changes without breaking a sweat.
- Prepare client documents so organised they could be framed in a museum.
- Ensure that every file meets FAIS, FICA, POPIA and TCF standards, because you sleep better knowing that everything is compliant.
Experience & Skills Required:
- 3–5+ years in a financial planning / insurance / investment support environment.
- XPlan experience (nonnegotiable, must speak it like a second language).
- Strong understanding of FAIS, FICA, POPIA, and TCF.
- Confident with client engagement, including outbound calling.
- Obsessed with accuracy.
- Comfortable working in a structured, target-driven environment.
- Matric required.
- 3–5 years as a Broker Assistant.
- RE5 or relevant Wealth Management qualification beneficial but not essential.
What’s In It For You?:
- Competitive basic salary (negotiable).
- Strong performance-based incentives linked to:
- New business;
- Review-driven sales;
- Cross-selling;
- Retention outcomes; and
- Your overall contribution to growth.
This role is best suited to someone who enjoys responsibility, thrives under structure, and celebrates when a compliance file is “100% perfect” on the first pass.
Apply now!
For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit: .za
I also specialise in recruiting in the following:
- Financial Managers
- Financial Accountants
- Financial Controllers
- Chartered Accountants
- Group Reporting & Consolidations Accountant
- Commercial Finance and FP&A positions
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
For more information, contact:
Ulrike Groenewald
Recruiting Consultant
.za
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Consumer Science Jobs in Western Cape
In the Western Cape, South Africa, Consumer Science positions are an increasingly important part of various industries, reflecting the growing demand for products and services that cater to consumer needs. Typically, these roles involve working with data, research, and insights to inform business decisions and improve product development. Generally, Consumer Scientists play a crucial role in understanding consumer behavior and preferences, which is essential for companies operating in diverse sectors such as technology, finance, and manufacturing.
The salary range for Consumer Science positions in the Western Cape can vary widely depending on factors like experience, company size, and industry sector. Typically, entry-level roles may fall within the R400 000 to R600 000 per annum range, while senior positions can exceed R1 million. However, it’s essential to note that these figures are broad estimates and actual salaries can differ significantly. Factors such as company size, performance, and location can also impact salary ranges.
Common skills required for Consumer Science roles in the Western Cape include analytical thinking, problem-solving, data analysis, research methods, marketing knowledge, and communication skills. Typically, a strong foundation in statistics, mathematics, and computer programming is necessary, with proficiency in tools like Excel, SQL, and statistical software. Additionally, experience with consumer insights tools, market research techniques, and social media analytics is highly valued.
These roles are commonly found in industries such as financial services sector, technology industry, manufacturing sector, and retail sector. In the Western Cape, companies operating in these sectors often employ Consumer Scientists to inform product development, marketing strategies, and customer engagement initiatives.
For those looking to pursue a career in Consumer Science, career development opportunities abound. Typically, roles can progress from entry-level positions to senior analyst or manager roles within 5-10 years of experience. Additionally, specialized fields like data science, market research, and consumer behavior analysis offer further career advancement paths.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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