Financial Services Support Specialist

4 days ago


Cape Town, Western Cape, South Africa Real Time Wealth Full time
Company Overview
Real Time Wealth is an independent financial services firm committed to delivering exceptional support to our clients. We are seeking a highly motivated and experienced individual to join our team as a Financial Advisor/Assistant, specifically supporting our clients in investments.

Salary and Benefits
The successful candidate will have the opportunity to work closely with our experienced Financial Advisors and contribute to the growth and success of our company. The role offers a competitive salary and benefits package, reflecting the importance of this position in our organization.

Job Description
As a Financial Advisor/Assistant, you will provide critical support to our clients, ensuring they receive the best possible service and maximizing the benefits from their products. Your daily tasks will include:
  • Client Onboarding and Support:
  • Ensure correct FICA, RMPC, and all documentation and compliance are in place.
  • Assist clients with queries and processes to maximize benefits from their products.
  • Process switches on Allan Gray and 91 platforms.
  • Handle amendments with financial impact, such as debit order date changes and banking detail updates.
  • General administration and management of the Financial Advisor's diary and emails.
  • Follow up on tasks in process, escalating with providers when out of turnaround time, and keeping clients informed of progress.

Required Skills and Qualifications
The ideal candidate will possess:
  • Comprehensive definitions used by Investment houses.
  • Basic tax knowledge.
  • Process for amendments with financial impact, i.e. debit order date change, change of banking details, option changes, clawbacks, withdrawals and cancellations.
  • Billing types, i.e. advance and arrears billing.
  • Complete knowledge of transferring pension/provident funds to retail investment platforms.
  • Processes for client education: manual contribution payments, requesting documents and membership cards, app navigation, requesting authorisation, activating benefits and claim process.
  • Good planning, communication, and organising abilities.
  • Ability to prioritise tasks.
  • Problem-solving skills.
  • Time management skills and ability to meet deadlines.
  • At least 5 years experience in the financial services industry.
  • Fluent in Afrikaans and English. If either is not your first language, the application will be rejected.
  • Accurate and fast typing skills.

Advantageous Qualifications
A professional who excels in the following areas will have a distinct advantage:
  • Communicate clearly and professionally with clients.
  • Follow high standards in everything, including punctuality, dress code, and communication.
  • Follow the FAIS code of conduct.
  • Treat clients respectfully and work well with your team.

Seniority Level
This role is suitable for a mid-senior level professional with significant experience in the financial services industry.
Employment Type
This is a full-time position that requires dedication and commitment.

  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Aquarius Specialist Recruitment is seeking a Financial Services Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as such you have...


  • Cape Town, Western Cape, South Africa GG Financial Recruitment Full time

    Job Overview:GGR Financial Recruitment is seeking an experienced Administrative Support Specialist to join our team. The successful candidate will be responsible for providing administrative support to our clients, ensuring their financial operations run smoothly and efficiently.Responsibilities:Client Proposal Management: Coordinate the development and...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Aquarius Specialist Recruitment is seeking a Financial Services Consultant to assist our client in delivering exceptional services to clients and driving business growth. This role requires a high level of investment expertise, excellent communication skills, and the ability to work collaboratively with internal stakeholders.Key Responsibilities:Develop and...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are seeking a highly motivated Key Finance Support Specialist to join our team at CA Financial Appointments. As a Junior Executive / Finance Assistant, you will play a vital role in supporting our international office and Business Management team in Cape Town, Southern Suburbs.Responsibilities:Process bank payments efficiently and accuratelyMaintain...


  • Cape Town, Western Cape, South Africa GG Financial Recruitment Full time

    Compliance Officer Job SummaryGG Financial Recruitment is seeking a Financial Services Auditor to join their team. The successful candidate will be responsible for conducting audits and reviews of financial services providers to ensure compliance with relevant regulations.Responsibilities:Conduct audits and reviews of financial services providers to identify...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    About the CompanyAquarius Specialist Recruitment is a leading recruitment company that provides recruitment services to clients across various industries. We are seeking a highly skilled and experienced Chief Financial Officer to join our team.Key ResponsibilitiesDevelop and implement financial strategies to achieve business objectives.Provide financial...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    We're looking for a skilled Personal Finance Specialist to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is dedicated to providing exceptional risk management solutions to our clients. Our team of experts works closely with clients to understand their unique needs and develop customized financial strategies.This...


  • Cape Town, Western Cape, South Africa Headhunters Full time

    About UsHeadhunters is an accredited Old Mutual Franchise, dedicated to providing exceptional financial advice and solutions to our clients.Job DescriptionWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding...


  • Cape Town, Western Cape, South Africa Numeral Financial Services Group Full time

    Job Title: Food Quality Assurance SpecialistAs a Food Quality Assurance Specialist with Numeral Financial Services Group, you will play a crucial role in ensuring the quality and safety of food products throughout the supply chain.About UsWe are a leading financial services company that prioritizes excellence in all aspects of our business, including the...

  • Team Administrator

    3 days ago


    Cape Town, Western Cape, South Africa GG Financial Recruitment Full time

    Job Summary:GGR Financial Recruitment is seeking a talented Team Administrator - Financial Services to join our team. The successful candidate will provide administrative support to our clients, ensuring their financial operations run smoothly and efficiently.Responsibilities:Client Proposal Management: Develop and deliver client proposals, ensuring...


  • Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

    We are seeking a highly motivated individual to join our team as a Financial Services Specialist. This is an excellent opportunity to launch or advance your career in the insurance industry.In this role, you will play a critical part in delivering our services to customers, building relationships, and driving business growth. You will work collaboratively...


  • Cape Town, Western Cape, South Africa Brown-Forman Corporation Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team in Cape Town. In this role, you will provide support and analytical insight to the local business team, working closely with Marketing and Commercial functions.This is an exciting opportunity to drive business decisions, analyze variances, and explain their drivers....


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    About the CompanyCA Financial Appointments is a leading recruitment agency specializing in financial services. We are committed to finding the best candidates for our clients' needs.The RoleWe are seeking a Fund Accountant to join our team, responsible for managing fund accounting functions, including financial reporting, fund expenses, and stakeholder...


  • Cape Town, Western Cape, South Africa Atomos Full time

    About the JobWe are looking for a highly skilled and experienced Financial Planning Support Specialist to join our team in South Africa. This role offers a unique opportunity to learn and grow professionally while working in a dynamic and agile environment.About the RoleYou will provide administrative support to our clients and Financial Planners, build...


  • Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

    As a Customer Financial Support Specialist at Ground One Direct Marketing, you will play a vital role in delivering exceptional customer experiences and helping clients achieve their financial goals. This dynamic role requires a high level of technical expertise, outstanding communication skills, and a commitment to continuous learning.Primary...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Established in the field of financial services, CA Financial Appointments seeks a skilled professional to join their team as a Settlement Officer. With a strong focus on stability and growth, this role requires individuals with at least 2 years' experience in a similar position within fund services, wealth management or related fields.Key responsibilities...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Job SummaryWe are seeking a highly motivated and experienced Group Financial Director to join our team at Aquarius Specialist Recruitment. As a key member of our leadership team, you will be responsible for overseeing the financial management function across all companies within the group.Key ResponsibilitiesDevelop and implement financial strategies to...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Job DescriptionAquarius Specialist Recruitment is a dynamic and established recruitment company that has a new requirement for a Financial Accountant Manager to play a pro-active role in supporting efficient and structured financial management across all companies within the group.Key ResponsibilitiesMaintain complete, accurate, and up-to-date financial...

  • Financial Planner

    2 weeks ago


    Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments seeks an experienced Financial Operations Specialist to join a stable manufacturing/retail organization based in Rondebosch.You will be responsible for the full financial function up to trial balance and slightly more.Process cashbook entries efficiently.Perform monthly bank reconciliations accurately.Process supplier invoices...