Financial Contact Center Advisor

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs.Mandatory Criteria: Grade 1 Minimum 3 years experience in the financial sales sector or a similar role Knowledge of insurance industries Clear criminal record and credit check FAIS compliant with 120 credits or...

About the job:Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite.To provide effective and timely administrative assistance for Financial Advisors....

INDEPENDENT FINANCIAL ADVISOR / COACHAre you a young financial planning professional looking to gain experience and receive mentorship from industry leaders? Our independent FSP is seeking ambitious individuals to join our team.As an independent financial coach and planning professional, you will work closely with experienced professionals who will provide...

THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCEOur client, a forward-thinking and upmarket dealership with modern business practices, is looking for a Service Advisor who is passionate about customer interactions and committed to maintaining a professional business image to join their team to take on the responsibilities of greeting customers...

THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCEJob RequirementsMatric CertificateA valid Drivers LicenseMust have at least 2 years of Service Advisor experience a franchised motor dealershipExtremely customer - centricExceptionally well groomed and presentedFully bilingual (English & Afrikaans)Have a clear understanding of Workshop Service...

The contact centre serves as a control centre for our bank branches nationwide, as well as providing essential services to customers for credit and transactional banking needs. We are looking for a results-driven individual who can effectively lead a team, optimise processes, and ensure exceptional customer service delivery.Leadership: Provide strong...

THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCEDo you want to work for a very well-known and highly regarded Motor Group and be at the centre of Cape Town's Motor Dealership hub? We have a great opportunity for a customer orientated individual who has at least 2 years of service Advisor experience in a franchised motor dealership. You will be...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.admin|assistant|insurance|investment|secretaryMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence with clients and...

THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCEJob RequirementsAt least 2 years of RECENT Service Advisor experience in a franchised motor dealership.Working knowledge of a DMS (Evolve, Autoline, Pinnacle, etc.)Fully bilingual. (English and Afrikaans)Impeccable telephone, customer service and administration skills.You will need the following...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

The Agentsy BPO is urgently looking for Appointment Booking Agents with experience in a Contact Center or Sales environment. Individuals MUST be ready and able to hit the road running.Mandatory requirements include: Min 2 years Sales or Contact Center experience Grade 1 Great command of the English Language Proficient in Microsoft Office Suite Ability to...

Finbond Mutual Bank is seeking a dynamic and experienced Call Center Manager to oversee our call center operations based in Somerset West, Cape Town. The call center serves as a control center for our bank branches nationwide, as well as providing essential services to customers for credit and transactional banking needs. We are looking for a results-driven...

Group Financial AnalystThe Group Financial Analyst will be responsible for analyzing the financial results of the group. Some of the key responsibilities include:Reviewing and challenging subsidiaries financial results, forecasts, and budgetProviding financial analysis for Retail and Web ChannelImplementing and controlling group policies and...

Join Our Team as a German-Speaking AgentAre you ready to embark on a career adventure like no other? Look no further We're on the lookout for passionate and motivated German-speaking agents to join our Somerset-based contact center, nestled in the beautiful Helderberg Area.Why Choose Us? We're a Somersetbased contact center with a global reach. We offer...

My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.administration|administrator|financial administrator|senior administratorMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence...

Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team.If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply.Requirements: Grade 12 / Matric Bachelors degree in either Business, Economics,...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures.The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals.This is hybrid role, with a typical day focussing on...

BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE1 / RE5 is beneficial.Skills and experience required:At least - 3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

The Agentsy is a group of fun-loving, dynamic individuals operating as a Business Process Outsourcing Center. Though we get the job done, we do it whilst having fun (see what we did there?). If you are ready to add your very own personal flare to our organization then continue reading.The Agentsy is currently looking for 20 Multi-lingual Customer Service...