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Graduate Programme – Financial Planning
| Designation: | Graduate Programme – Financial Planning |
| Category: | Human Capital: Group |
| Posted by: | Alexander Forbes |
| Posted on: | 09 Sep 2025 |
| Closing date: | 31 Oct 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 Financial Planning Institute (FPI).
Overview:
Launch Your Career in Financial Services at Alexforbes! 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’re 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
| Designation: | PC3182 – Walk in Centre Agent Stellenbosch |
| Category: | Corp Operations |
| Posted by: | Alexander Forbes |
| Posted on: | 20 Oct 2025 |
| Closing date: | 28 Oct 2025 |
Purpose of the Job:
Overview:
Education
National Senior Certificate – Matric / Grade 12 – Essential
National Certificate of Customer Relationship Management – Advantageous
National Certificate Contact Centre Agent Qualification – Advantageous
Experience
Contact Centre : 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 VOIP2
Knowledge of customer service practices and principles
- Excellent data entry and typing skills
- Ability to speak more than 2 languages
Key Performance Area | Performance Outputs
Customer Service
Acknowledge and appropriately assist clients in a timely manner, maintaining agreed service level
Greet all clients and visitors with a sincere smile and treat each client as our valued guest
Always acknowledge the presence of a client, show the person you aware of their presence
Engage clients professionally, using correct business language
Manage telephone calls professionally, efficiently and with good communication skills.
Attend to customer complaints and concerns immediately, and facilitate satisfactory resolution
Accurately log all expressions of dissatisfaction from clients onto the complaints system.
Exercise courteous mannerism. Have an empathetic approach
Use appropriate greeting and closing/ending and exercise courteous mannerism. Build a rapport, by accurate use of voice, tone, pitch, body language/gestures.
Give absolute priority to satisfying their needs and requirements
Ability to engage clients in conversations that build an understanding of their needs & requirements by using effective probing and listening skills
Creating a positive client experience by providing accurate business information, escalating when needed in a professional and timely manner
Display a sense of urgency towards all client inquiries, demonstrating the importance of the client.
To maintain and update all contact details with availability of various contact methods on file.
Matching response appropriately to client’s communication
Willingly and openly sharing information to add to team effectiveness
Contribute to the performance of the team by displaying a positive and enthusiastic attitude, showing support and involvement in all activities
Capture accurate status codes on all customer contacts ensuring correct reporting and follow ups.
Capture all secondary contacts (appointments) with detailed notes onto CRM for quick and easy understanding of client query.
Maintain a minimum service level target
Individual knowledge is up to date on industry trends/changes as well as Alexforbes products and service offerings. This is attained by achieving 85% on all Product and System Assessments on a monthly basis
Full responsibility and accountability for full closure of WIC queries – end to end process
Assisting in other areas within Business Support when required.
Data management and Integrity
Re-visit – Confirmation of data entry, maintaining client’s latest contact details
First Contact – Accurate data entry, capturing client’s latest contact details
All client contacts recorded accurately
All client feedback and BO responses recorded accurately to support continuous improvement in culture.
1% error rate on wrap up codes selected
1% allowance on open cases
Correct selection of wrap up codes enabling accurate reporting.
95% capture rate
Adhering to policies, procedures and protocols
100% adherence to Divisional policies, procedures, protocols and SLAs
100% adherence to AFFS policies, procedures and guidelines
Monitor effective use of business tools and equipment
Full adherence to schedules and Contact Centre Handbook protocols
Meeting customer survey satisfaction standard
Proactively identify opportunities to cross-sell Alexforbes products and services
Adhere to the POPIA act – Confidentiality and no documentation to be visible to clients
Treat Customers Fairly
By identifying and pursuing new opportunities aligned to TCF and maintaining a good client relationship.
Understand the TCF principles and use them when dealing with clients
Act as a brand ambassador by modelling AlexForbes values in every interaction with clients, colleagues, service providers and the public.
Personal DevelopmentAttendance and active participation in professional development, training and coaching sessions as required.
Respond openly to feedback and apply knowledge of procedures, policies and protocols to meet business objectives.
Contributing to the positive cohesive workplace environment demonstrating respect for advice and feedback by fellow operators
Competency
Time management
Problem solving
Adaptability
Customer Service
Negotiation
Effective communication skills. The ability to express oneself clearly verbally and via written communication in order that the content is understood by the receiver.
To have the energy and drive required to meet the challenges of work.
Communicate with clients on a variety of channels
The ability to complete repetitive tasks with patience and tolerance within required turnaround times.
The ability to listen to and to verbally express in a fluent, transparent and consistent manner. Adjust language, terminology and needs of the client
Click here to apply
Jnr Iac Planner
| Designation: | PP1734 – Jnr Iac Planner |
| Category: | Individual Clients Consulting – OF7303 |
| Posted by: | Alexander Forbes |
| Posted on: | 22 Apr 2025 |
| Closing date: | 30 Nov 2025 |
| Location: | Sandton |
Purpose of the Job:
Overview:
Key performance areas:
New business production – assets under advice, life cover policies and fees generated
Retention of own client base – ensure that their client reviews (servicing) are not in backlog and minimise the loss of clients to external brokers
Client engagement – activity based measure relative to the team. Measured by number of engagements with clients and feedback from clients
Development of advisory and interpersonal skills – Includes telephone skills, call handling and record keeping. Calls are evaluated according to predetermined guidelines on conduct, ability to resolve queries as well as knowledge and ability to dispense advice and identify opportunities.
Functional Competencies:
Enthusiasm and ability to upskill one’s self through formal training programs and engagement with on the job learning and coaching
Interpretation and analysis of client circumstances and data
Analyse information and select best solution from a range of alternative solutions
Ability to multi-task
Excellent verbal and written communication skills
Articulate presentation and professionalism is imperative
Effective communicator with an excellent command of the required language
Presentable voice and confident on the phone
High level of client service orientation
Attention to detail/accuracy
Organised and assertive
Time management skills
Proactive – uses initiative (Self-starter – able to self-motivate)
Ability to work independently and under pressure
Strong work ethic
Have empathy and be able to listen to clients
Resourceful problem solver
Education and Experience
Matric
Tertiary qualification, i.e. BCom (majors in Financial Management, Financial Planning, Investments or Law), CFP
Click here to apply
Senior Administrator
| Designation: | PP2630 – Senior Administrator |
| Category: | Corp Operations |
| Posted by: | Alexander Forbes |
| Posted on: | 16 Oct 2025 |
| Closing date: | 27 Oct 2025 |
Purpose of the Job:
Financial Management & Operational Effectiveness Embracing & implementing TCF Client Service Output, success & engagement A Senior Administrator is responsible and accountable for the key performance areas, aligned to the operation of a portfolio of funds. The key performance areas are set out in the performance assessment and list of tasks. These are determined by consulting and complying with Alexander Forbes procedures, industry requirements, the department that you work in, and any other specific requirements in the Service Level Agreements, at all times. All tasks and functions should be done accurately and within the timeframes and service standards. In this service orientated business, clear and precise communication is required, while building and strengthening relationships, upward, downwards and laterally with internal and external Clients. The image of Alexander Forbes must be maintained and improved by providing prompt, polite and efficient service.
Overview:
Requirements:
Education:
Grade 12 (Matric)
Successfully passed the AF and branch tests/assessments
Having achieved or studying towards a retirement fund qualification or equivalent qualification.
Experience:
Minimum 3yrs of industry related work experience
Key responsibilities
Operational & Financial success
Maintaining expenses in line with Branch standards and limits
Maintaining & managing Fund Allocations
Eliminating 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 (inclusive of bulk transfers where applicable) for Pension and Provident Funds
The checking and authorizing of various types of claims
Direct/guaranteed housing loans where applicable
Preparing and checking of monthly reporting for client meetings.
The completion of Administration Reports (where applicable)
The completion of member Statements (where applicable)
Complete recognition of transfer documents and allocation once received (where applicable)
To identify any changes on the fund and preparing or the checking of the documents (rates, fees or expenses)
Prepare information for the financial year end of your funds (where applicable)
To check and act upon all risk reports (where applicable)
Clear Emails and queries on a daily basis
From time to time, you may be required to perform other related duties and functions that may be reasonably expected of you given your position and the operational requirements of the Company.
Perform peer review of specific tasks allocated by superior.
Embracing & implementing Treating Customers Fairly (TCF)
Acquired skills and Knowledge – Individual’s knowledge is up to date on industry trends/changes as well as AFAS products and service offerings. Measured by Branch tests set by Management and by the AFFS training department
TCF – Living the AF values & making positive contributions to the Team/Branch by embracing and implementing TCF. Effectively managing client’s expectations and alleviate risks while embodying the SERVE principal.
Client Service
Timeous & Accurate client and member communication in line with company and branch procedures and controls.
Effective and efficient service delivery including internal clients such as ALM Team, Consultants, etc.
Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without errors
Compliant in terms of AFFS complaints management procedure.
The image of Alexander Forbes Operation & Administration must be maintained and improved by providing prompt, polite and efficient service.
Output, success & engagement
Team contribution – Assists in times of absenteeism/pressure to ensure work delivery.
Managing self – Management of processes and responsibilities.
Ability to work independently.
Timeous & accurate actioning of ad-hoc tasks assigned by Management
Taking on additional responsibilities & making a positive contribution to the team/Branch by way of internal procedures & processes.
Train junior staff where necessary
Competencies
Compass and Alex (where applicable) system knowledge
Computer literate (outlook, excel (intermediate level) and word (basic))
Ability to understand and apply Retirement Fund Rules
Ability to review and understand the applicable legislation relevant to function.
Ability to work with complex data sets and identify problems
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Click here to apply
Administrator
| Designation: | PP2751 – Administrator |
| Category: | Corp Operations |
| Posted by: | Alexander Forbes |
| Posted on: | 23 Oct 2025 |
| Closing date: | 03 Nov 2025 |
Purpose of the Job:
Attend to all administrative tasks required to ensure the smooth running of the Beneficiary Fund and ensure that all tasks, duties and functions comply with the fund mandates and rules and as per SLS & SLA. Administrative purposes can be divided in 5 classes – Onboarding, Accounts, Trust Consulting, Ad-hoc (Claims), Termination (Claims).
Overview:
Requirements:
Education:
National Senior Certificate (Matric / Grade 12) – Essential
National Certificate (Customer Relationship Management) – Advantageous
Bachelor’s Degree (3yrs – 360 credits in Finance, Human Sciences) – Advantageous
Experience:
Minimum 2 years proven work experience (administrative) in a financial service environment or human science environment
Knowledge of customer service practices and principles
Excellent data entry and typing skills
Ability to speak more than 2 languages
Computer literate
Competencies:
Effective communication skills
Ability to complete repetitive tasks with patience and tolerance within required turnaround times
Ability to handle stress and problems without loss of focus, enthusiasm and professional composure
Excellent customer service
Attention to detail and ability to follow up
Key responsibilities:
Operational Effectiveness
Maintain unallocated deposits within R21–25m at month-end and limit outstanding information to 5–10%.
Ensure 75% onboarding completion within 10 days and no deposits older than 60 days.
Provide new clients with fund and mandate documentation and support via calls.
Process ad-hoc claims, banking detail changes, and third-party loadings accurately and within SLA.
Resolve ad-hoc and NM referrals within turnaround times (TAT) and address all queries within 24–48 hours.
Manage guardian changes, tracing, increases, terminations, and USIF within set targets and TAT.
Perform accurate “before submissions” and checkings within 24–48 hours.
Reduce reliance on external tracing and continuously improve process service levels.
Customer Service
Deliver prompt, professional, and courteous service across all client interactions.
Log and escalate client complaints appropriately and ensure resolution within SLA.
Build rapport through effective communication, active listening, and empathy.
Capture all client interactions and secondary contacts accurately on Insight.
Escalate unresolved queries to senior staff or Trust Consulting when required.
Maintain up-to-date knowledge of industry trends, products, and services.
Support team performance through collaboration and a positive attitude.
Data Management & Integrity
Ensure accurate data capture and maintenance of client contact details and POE dates.
Record all client interactions and feedback accurately for continuous improvement.
Maintain 1% or less data entry error rate and ensure 95% capture accuracy.
Adhere to termination and security requirements and provide valid pending reasons for open cases.
Policies, Procedures & Compliance
Adhere to all divisional, AFFS, and business policies, procedures, and SLAs.
Comply with POPIA and maintain strict confidentiality.
Ensure effective use of business systems and tools.
Meet or exceed customer satisfaction survey standards.
Treating Customers Fairly (TCF)
Apply TCF principles in all client interactions and decision-making.
Build strong client relationships and act as a brand ambassador for Alexforbes.
Personal Development
Participate actively in training, coaching, and professional development.
Apply feedback constructively and contribute to a respectful, cohesive work environment.
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Click here to apply
Fund Accountant
| Designation: | PP3365 – Fund Accountant |
| Category: | Corp Operations |
| Posted by: | Alexander Forbes |
| Posted on: | 23 Oct 2025 |
| Closing date: | 03 Nov 2025 |
Purpose of the Job:
To maintain a portfolio of funds by doing daily accounting functions.
Overview:
Requirements:
Education:
Matric (Grade 12 Accounting & Pure Mathematics Symbol B or higher)
B-Com degree (Accounting, Finance, or related field)
Experience:
5 years’ experience in a working environment (Advantageous)
Computer literate in MS Office Suite (Advanced MS Excel requirement) NOT Negotiable
Compass and Fundi experience will be advantageous
The candidate must understand the role they are applying for
Competencies:
Strong analytical skills
Strong aptitude for problem solving and ability to identify patterns
Ability to assess and evaluate trends
Client Service Orientation
Resourceful problem solver
Key responsibilities:
Stakeholder relationship/ Financial Management
Effective communication with 3rd Parties in order to resolve issues; ensure effective integration between admin and accounts system
Effective communication with external clients to ensure the adherence to Treating Customers Fairly (TCF)
Role Specific
Reconciliation and completion of bank reconciliations per procedure +- 50 bank accounts
Resolving of all highly significant issues monthly
Completion of bi-annual cash flows
Ensuring that all queries are resolved
Accurate and timeous reconciliation and payment of administration and re-insurance premiums per participating employer monthly
Monitor of unallocated accounts
Checking that portfolios in use are according to investment mandate and take corrective action
Ensuring timely actioning of investment / disinvestment instruction per procedure
Preparing rate change documentation timeously and according to procedure
Requesting ad-hoc payments timeously according to procedure
Treating Customers Fairly (TCF)
Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
Constructively speaks up about any TCF short-comings in any part of the business
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences.
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Click here to apply
Senior Accountant
| Designation: | PP3804 – Senior Accountant |
| Category: | Corp Operations |
| Posted by: | Alexander Forbes |
| Posted on: | 23 Oct 2025 |
| Closing date: | 03 Nov 2025 |
Purpose of the Job:
To maintain a portfolio of funds by doing daily accounting functions.
Overview:
Requirements:
Education:
Matric (Grade 12 Accounting & Pure Mathematics Symbol B or higher)
B-Com degree (Accounting, Finance, or related field)
Experience:
5 years’ experience in a working environment (Advantageous)
Computer literate in MS Office Suite (Advanced MS Excel requirement) NOT Negotiable
Compass and Fundi experience will be advantageous
The candidate must understand the role they are applying for
Competencies:
Strong analytical skills
Strong aptitude for problem solving and ability to identify patterns
Ability to assess and evaluate trends
Client Service Orientation
Resourceful problem solver
Key responsibilities:
Stakeholder relationship/ Financial Management
Effective communication with 3rd Parties in order to resolve issues; ensure effective integration between admin and accounts system
Effective communication with external clients to ensure the adherence to Treating Customers Fairly (TCF)
Role Specific
Reconciliation and completion of bank reconciliations per procedure +- 50 bank accounts
Resolving of all highly significant issues monthly
Completion of bi-annual cash flows
Ensuring that all queries are resolved
Accurate and timeous reconciliation and payment of administration and re-insurance premiums per participating employer monthly
Monitor of unallocated accounts
Checking that portfolios in use are according to investment mandate and take corrective action
Ensuring timely actioning of investment / disinvestment instruction per procedure
Preparing rate change documentation timeously and according to procedure
Requesting ad-hoc payments timeously according to procedure
Treating Customers Fairly (TCF)
Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
Constructively speaks up about any TCF short-comings in any part of the business
Quickly owns up to any mistakes or oversights he/she may be party to that may have negative TCF consequences.
Why Join Alexforbes?
At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:
Growth & Development:
Bursary and Leadership Development Programmes to help you grow professionally.
E-Learning Forums and continuous learning opportunities.
Financial Planning Support tailored for staff.
Rewarding Performance:
Total Rewards Package: Competitive short- and long-term incentives.
Power Of One: Monetary recognition for outstanding performance.
Lead Incentives & Referral Bonuses for helping us grow our talent pool.
Comprehensive Benefits:
Retirement Fund Contributions starting at 13% of CTC.
Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).
Work-Life Balance:
Flexible Ways of Work: Hybrid work model to suit your lifestyle.
Connectivity Benefit: Wi-Fi allowance.
Employee Wellness & Assistance Programmes to support your wellbeing.
My Savings Account to help you plan for the future.
Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.
Click here to apply
We wish you all the best with your applications
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