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Administrator
Designation: PP2518 – Administrator
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 09 Jan 2026
Closing date: 19 Jan 2026
Location: Sandton
Purpose of the Job:
We are seeking a detail-oriented and client-focused Administrator – Divorce & Maintenance to join the Institutional Fund and Member Administration team. The role is responsible for administering divorce and maintenance claims within a portfolio of retirement funds, ensuring compliance with legislation, internal procedures, and Service Level Agreements (SLAs), while delivering professional and timely client service. The role requires strong risk awareness, sound legislative understanding, accurate processing, and effective stakeholder communication in a service-driven environment.
Overview:
Requirements:
Education
Grade 12 (Matric)
Legal qualification or law-related studies (advantageous)
Experience
Industry-related administration experience (retirement funds experience advantageous)
Exposure to divorce and maintenance claim processing (advantageous)
Experience working in a highly regulated, service-oriented environment
Proven ability to work under pressure with high attention to detail
Strong written and verbal communication skills
Competencies
Legislative and retirement fund knowledge – ability to understand and apply relevant legislation and fund rules.
Systems and data management – competent in Microsoft Office and administration systems, with the ability to manage complex data accurately.
Client service orientation – professional, responsive, and able to manage client expectations effectively.
Attention to detail and accountability – disciplined, accurate, and responsible for end-to-end task ownership.
Teamwork and resilience – able to work independently and collaboratively under pressure while meeting deadlines.
Key Responsibilities:
Administer divorce and maintenance claims in line with applicable legislation, fund rules, and internal procedures.
Assess court orders and determine enforceability, issuing notifications to courts, members, and non-member spouses accordingly.
Create and maintain ex-spouse records, including disinvestment calculations and submission for authorisation.
Load tax and payment instructions accurately and timeously on relevant systems.
Manage centralised mailboxes and personal work queues, ensuring all queries and items are actioned within service standards.
Respond to internal and external client queries professionally, clearly, and within agreed turnaround times.
Maintain accurate system data and electronic records (D365), ensuring full traceability and audit readiness.
Identify, check, and action risk reports, supporting PI risk mitigation and audit requirements.
Complete administration and operational reports as required, ensuring accuracy and compliance.
Contribute to team delivery by supporting ad hoc tasks, audit file tracing, and workload coverage during peak periods.
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
Consultant Specialist
Designation: PP2756 – Consultant Specialist
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 08 Jan 2026
Closing date: 16 Jan 2026
Location: Sandton
Purpose of the Job:
Overview:
About the Role:
We are seeking a proactive and detail-oriented Consultant Specialist to join our Corporate and Employee Benefits team in Johannesburg. This role is focused on managing a portfolio of clients, delivering professional consulting advice, and ensuring exceptional service and client satisfaction. You will be reporting to a Principal Consultant and contribute to a team of consultants, coordinate internal and external contacts, and contribute to the profitability and growth of the branch by generating new business and maintaining high standards.
Key Responsibilities:
Manage a portfolio of clients and where applicable, oversee a team of associate consultants servicing the portfolio.
Provide expert advice on investments, legislation, and benefit programs, keeping clients informed of industry developments.
Compile and agree on year plans with clients; act as the interface between members, clients, and internal departments.
Ensure smooth operation of all funds and timely resolution of action items.
Prepare and distribute agendas, meeting packs, and minutes for trustee, management committee and sub-committee meetings; ensure agendas are sent one week before meetings and minutes are circulated within two weeks.
Write reports, conduct daily administration, and ensure efficient running of funds.
Calculate unit pricing and benefit calculations; compile and maintain account summaries.
Monitor fees, budgets, and targets; ensure correct fee structures and timely billing.
Conduct annual financial reviews and ensure compliance with financial statements and deadlines.
Build and maintain strong client relationships, through regular client visits and providing trustee training, presentations, and workshops as needed.
Liaise with insurance companies, investment managers, and other external parties.
Coordinate and facilitate internal departments to ensure ultimate client service and attainment of objectives.
Manage and develop self and others, setting development plans and driving a high-performance culture.
Requirements/Qualifications:
Bachelor’s degree/Diploma or BA Law/LLB (FSCA Approved)
FAIS compliant and accredited (Representative).
Minimum 5 years related experience
Strong knowledge of the Employee Benefits industry, pension funds, FAIS, and related legislation.
Advanced relationship building and networking skills at all levels.
Excellent oral and written communication skills.
Proficiency in Windows applications (Excel, Word, PowerPoint, Email, Intranet) and Adobe PDF tools.
Experience with workflow systems and financial management processes.
Competencies:
Commercial acumen and strategic thinking.
Purposeful collaboration and growing capability.
Customer connection and client service orientation.
Execution excellence, accountability, and results orientation.
Strong organizational, administrative, and analytical skills.
Ability to multi-task, delegate, and manage teams.
Effective problem-solving and resourcefulness.
Confident, assertive, and resilient.
High attention to detail and accuracy.
Professional etiquette and integrity.
Ability to manage expectations and build trust relationships.
Creative problem-solving and ability to think big picture.
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.
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company.
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: PP3768 – Fund Accountant
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 09 Jan 2026
Closing date: 19 Jan 2026
Location: Sandton
Purpose of the Job:
To maintain a portfolio of funds by doing daily accounting functions.
Overview:
Requirements:
Education:
Matric – Essential
Higher certificate/Diploma: Accounting – Recommended
Experience:
1 year experience in a working environment (Essential)
Computer literate in MS Office Suite (Advanced MS Excel requirement) Non-Negotiable
Good verbal and written communication skills
Proficiency in excel (v-lookups, x-lookups, (macros) (advantageous)
Competencies
Analytical thinking
Detailed Orientated
Strong aptitude for problem solving and ability to identify patterns
Ability to keep tight controls
Ability to assess and evaluate trends
Key performance areas
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)
Reconciliation and completion of bank reconciliations per procedure +- 50 participating employers
Resolving of all highly significant issues monthly
Completion of bi-annual cash flows
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
Fulfils his/her duties in such a manner that the relevant TCF outcomes are delivered
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
Report Writer
Designation: PP4571 – Report Writer
Category: Retail Operations
Posted by: Alexander Forbes
Posted on: 12 Jan 2026
Closing date: 23 Jan 2026
Location:
Purpose of the Job:
Overview:
Purpose of this role:
Identify client’s financial planning needs and provide recommendations. To generate compliant and accurate new business and review reports for Financial Advisers
Key performance areas:
Compilation of New Business Report
Preparation of Risk Profile Questionnaire and Results
Verify recommendation – FAIS, FPC house-views, approved products and portfolios only
Advise FAA on documentation to be included in the New Business Pack
Liaise with Adviser and FAA for monthly planning of reviews and scheduling of meetings
Compilation of Standard reports
Review last minutes of meeting and update Report
Verify recommendation – FAIS, FPC house-views, approved products and portfolios only
Advise FAA documentation to be included in report
Preparation of Regulation 28 calculation for any proposed switches
Update CRM for record purposes and Retail Annual Review status.
Scan copy of review report and minutes and attach to the system.
Immediately after closing the review meeting on the system, set up the following review meeting.
Management of monthly Reviews for example backlogs etc.
Check all review reports and action items from minutes (not relevant to FAA)
Verify recommendation – FAIS, FPC house-views, approved products and portfolios only.
Decision making: Must be able to come to a conclusion or decision, whether it be to further an investigation or for purposes of recommendation /
Escalation to Admin Manager or Consultant and Co-operation & team work.
Education and Experience:
Grade 12
Degree / NQF level 6
CFP or studying towards
5 Years’ Experience in the Individual Financial Planning Environment
KEY PERFORMANCE AREAS
Matric
Degree / NQF level 6
CFP or studying towards
5 Years’ Experience in the Individual Financial Planning Environment
Click here to apply
Retail Sales Agent – Healthcare
Designation: PP4577 – Retail Sales Agent – Healthcare
Category: Corp – Health Consulting
Posted by: Alexander Forbes
Posted on: 07 Jan 2026
Closing date: 16 Jan 2026
Location: Sandton
Purpose of the Job:
The individual will be responsible for acquiring, retaining, and growing Alexforbes Healthcare Client base market. Providing advice on various financial products and services, such as Medical Aid, Health insurance, Gap cover Insurance, etc. to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Office based role, travel may be required.
Overview:
Requirements:
Education:
Matric – Essential
Relevant degree or equivalent – Essential
RE 5 – Essential
Experience:
2-3 years Healthcare Brokerage – Essential
2-3 years Healthcare industry, product and legislative knowledge
2-3 years Sales skills – Essential
1-2 years Knowledge of the retail market – Advantageous
Professional status:
Accreditations – CMS Certificate
Registrations – FSCA
Competencies:
MS Office suite
Analytical and innovative
Aptitude for legal knowledge: understanding of legal aptitude for legal knowledge
Implementation of vision and concepts
Stakeholder engagement
Key responsibilities:
Identify and pursue healthcare new business opportunities through telephonic, email and face to face engagements
Delivering excellent client experience through continuous engagement on their healthcare needs, in a tangible and practical way.
Conducts meetings and recorded telephonic discussions with clients to determine their healthcare goals, needs, and risk
tolerance.
Providing advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover
Insurance, etc.
Preparing and reviewing healthcare plans and ensuring their accuracy and suitability.
Responding and resolving to client queries related to sale
Cultivating client and provider relationships.
Engage with prospective clients to understand their healthcare needs.
Sell products that align with the clients’ healthcare requirements
Comply with legislative regulations and adhere to all compliance requirements
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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