Share this post on
To apply, click on the link at the end of the posts and all the best with your applications
Alexforbes Corporate Operations Graduate Programme
Designation: Alexforbes Corporate Operations Graduate Programme
Category: Human Capital: Group
Posted by: Alexander Forbes
Posted on: 02 Mar 2026
Closing date: 08 Mar 2026
Location: Sandton
Purpose of the Job:
At Alexforbes, you’ll start your journey in gaining expertise in employee benefits, in the retirement administration and institutional contact centre teams. You’ll learn from experienced teams, contribute to accurate and reliable client service, and develop the skills that power South Africa’s retirement ecosystem.
Overview:
What You’ll Do
As a graduate in our Corporate Operations team, you’ll be immersed in real operational work that builds your capability from day one.
Your responsibilities will include:
Driving Operational Quality & Risk Reduction
Enhancing Client Experience
Strengthening Workflow Efficiency
Supporting Operational Excellence
Continuous Learning & Compliance
Who We’re Looking For
We’re seeking graduates who are:
Detail-oriented, analytical, and eager to learn
Passionate about process, governance, and client service
Ready to embrace digital systems and continuous improvement
Strong communicators who thrive in a collaborative environment
We’re Seeking Graduates Who Have
An undergraduate degree in administration, operations management, financial services, analytics or similar
Apply now and be part of the company that makes an impact!
Please complete your application and fill out this form(Alexforbes Corporate Operations Graduate Programme – Fill out form) to be considered.
CANDIDATE REQUIREMENTS
Academic Results
Please submit your academic results upload application.
Click here to apply
PGF006 – Report Writer
Designation: PGF006 – Report Writer
Category: GF Individual Clients Consulting – GOF2300
Posted by: Alexander Forbes
Posted on: 26 Feb 2026
Closing date: 07 Mar 2026
Location: Pretoria
Purpose of the Job:
Overview:
Key Performance Area:
Servicing clients
Servicing of existing clients with single and multiple investments.
Satisfied Client and correctly aligned investments to our house views.
Annual /Bi-annual Reviews
Completed reviews within agreed turnaround times.
Recommendations
Together with the Private Wealth Manager, make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants Houseviews.
Completed recommendation within agreed turnaround times.
Provide the client with information on the performance of the various investment portfolios available
Provide the client with information on the performance of the various investment portfolios available
The necessary report of the investment return.
Consistency with FPC investment philosophy and houseview
Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy and houseviews
Reviews completed in line with house views.
Resolve client concerns, queries and/or complaints
Resolve client concerns, queries and/or complaints
Satisfied client and resolved complaint or query within agreed turnaround times
Assisting the Financial Advisor with maintaining the existing client base
Check previous Minutes for action items.
Liaise with Financial Advisor and client in order to obtain information needed (get broker’s note signed etc).
Prepare all documentation required and reports for this meeting.
Public Relations
Constant feedback throughout any process we are facilitating for a client.
Liaise with FAA and client in order to obtain information needed for meeting (get broker’s note signed etc).
Keep Financial Advisor & FAA informed at all times either weekly via e-mail or during a weekly meeting with the consultant, about all Reviews that are Completed, Pending.
General
Update electronic client files at all times with the appropriate documentation.
All correspondence regarding the case is to be filed electronically (this includes emails, faxes, minutes, telephone summary, file notes etc).
You will also perform a BACK UP function whilst your colleague is on leave or off sick.
KEY PERFORMANCE AREAS
Matric
Industry related qualification/certifications, i.e. Wealth Management course (advantageous)
Click here to apply
PP2489 – Drafting Specialist
Designation: PP2489 – Drafting Specialist
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 12 Oct 2025
Closing date: 09 Mar 2026
Location: Sandton
Purpose of the Job:
Overview:
Purpose:
Draft and manage Section 14 transfer applications end-to-end
Coordinate trustee signatures and submit to relevant authorities
Liaise with the FSCA, admin departments, and service consultants
Ensure compliance with legislation and internal procedures
Maintain confidentiality and respond to queries (written and telephonic)
Key Responsibilities:
Drafting & Submission:
Prepare Forms A, B, C, H, G, and II accurately
Submit signed applications to transferee funds and FSCA within 48 hours
Maintain accurate records using Tracker system
Turnaround Times:
Action new requests and respond to emails within required SLA
Maintain a minimum of 5 Section 14s completed weekly
Quality & Independence:
Analyze checklists and membership data for accuracy
Use Excel for data validation and error checking
Monitor daily tasks using “To Do list” and “Event Summary”
Teamwork & Development:
Participate in training and e-learning
Foster strong inter-departmental relationships
Contribute positively to team morale and knowledge sharing
Requirements:
Education & Experience:
Matric (Grade 12) required
NQF 4/5 in Employee Benefits or Retirement Funds (advantageous)
Experience in a similar role and industry knowledge preferred
Skills & Knowledge:
Intermediate MS Office and Excel
Familiarity with Khanya and Tracker systems
Understanding of Section 14 legislation and compliance standards
Competencies:
Attention to detail, problem-solving, and accountability
Strong communication, collaboration, and customer focus
Agility, innovation, and emotional connection to the brand
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
PP2559 – HR Administrator
Designation: PP2559 – HR Administrator
Category: Corp – Health Consulting
Posted by: Alexander Forbes
Posted on: 02 Feb 2026
Closing date: 09 Mar 2026
Location: Port Elizabeth
Purpose of the Job:
Provide efficient, accurate and timely customer focused enquiry advice as a point of Client HR Benefits Department contact to employees and 3rd parties. The incumbent will provide general guidance, assistance and resolutions in terms of employee information and administration ensuring the processes, procedures, organizational policies and relevant Legislation are managed and maintained correctly throughout the employee life cycle. Please note that the position is based in Uitenhage.
Overview:
Requirements:
Education:
Matric
HR Admin qualification
Code 08 Drivers License
Experience:
Minimum 5yrs experience in Retirement Fund Administration
Solid understanding of Retirement Funding, Medical Aid and relevant Legislation
Competencies:
Relationship building
Operational excellence
Problem Solving
Be able to work independently and within a team
Able to work under pressure and stress
Key responsibilities:
Retirement Funding
Retirements (Early & Normal)
Compulsory Funeral Principal Member Nomination Forms
Benefits Statements
Gate Passes
Catering and Venue Quotes, bookings and collections for various meetings
Assistant to the HR Administration Supervisor (Medical Aid/personnel records)
Manage all aspects of first line of customer contact and administration/transactions through email, telephone and face-to-face enquiries in accordance with operating protocols and procedures.
Ensure changes to employee’s records are completed in a timely manner with the appropriate authorization.
Knowledge of Payroll system (SAP & Ms Office)
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
PP3656 – Consultant Specialist
Designation: PP3656 – Consultant Specialist
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 04 Mar 2026
Closing date: 13 Mar 2026
Location: Durban
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 Durban. 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
PP4139 – Technical Marketing Specialist (Investments)
Designation: PP4139 – Technical Marketing Specialist (Investments)
Category: Invest Technical Marketing
Posted by: Alexander Forbes
Posted on: 26 Feb 2026
Closing date: 06 Mar 2026
Location: Sandton
Purpose of the Job:
To provide technical marketing assistance and sales guidelines to business development, client servicing, investments and marketing teams and ensures effective communication and messaging to the financial advisor and corporates relating specifically to Alexforbes investment products and services.
Overview:
Key Performance Area:
Strategic communication management:
Content messaging and positioning framework and strategy to reach clients using all available relevant mediums the marketing team has at its disposal.
Maintains strong ability to create and curate investments collateral that is required to meet the needs of individual clients and retail financial advisors.
Find ways to market investment products and services to ensure awareness and profitability
Oversees communications for consistency, relevance and effectiveness.
Contribute to cross-selling and collaboration opportunities across the value chain and various businesses.
Effective external and internal stakeholder relationships:
Providing technical marketing support to internal stakeholders in the creation and curation of value propositions.
Preparing and presenting technical analyses on product utilisation, product performance, industry and market trends, and competitors’ products and performance.
Maintaining strong relationships between internal and external stakeholders.
Track and address product and service-related complaints and identify trends and major issues to be addressed.
Research and Insights:
Researching potential consumer demands for the products and services and develop marketing strategies.
Deriving new insights and make recommendations on product positioning, sales tools and product development in order to enhance Thought Leadership of the function.
Provide competitor analyses and comparisons of products in the market.
Co-ordination of Client Events:
Assist with conceptualization and co-ordination of planned intermediary client activities and events.
Build presentations and communications required for launching, training and new business to internal stakeholders, intermediaries, clients, and media.
Personal Development:
Drive own performance and development keeping up to speed with latest knowledge and trends.
Attending industry forums and events.
Requirements:
Matric. BCom degree
Preferred tertiary Qualification (Marketing, Business, Investments).
Advantageous to be a qualified/nearly qualified actuary.
Job related experience: Investments knowledge in sales and marketing environment in the asset management industry.
Advantageous to possess broad experience within Multi-Management and Discretionary Fund Management.
Industry acumen: Financial Services / Investments/ Marketing.
Technical Marketing experience advantageous.
Consulting and sales experience will be advantageous.
Min. 5 years working experience
Technical Competencies:
Attention to detail
Business Writing Skills
Communication Skills (Verbal & written)
Numerical ability
Strong excel skills
Strong PowerPoint skills
Co-ordinator skills
Planning and organising skills
Behavioural Competencies:
Teamwork: The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal.
Planning and organizing: The ability to schedule and co-ordinate activities (self-and/or others) and identify the appropriate resources to perform these activities within a specific time frame in order to achieve business objectives.
Building Relationships: Developing and using collaborative relationships to facilitate the accomplishment of work goals
Information Management: Setting up ongoing procedures to collect and review information needed to manage an organization or ongoing activities within it.
Conceptualization: The ability to think in abstract terms and understand the relationships between client needs and expectations with our products and services
Verbal Communication: The ability to listen to and to verbally express ideas or facts in an articulate manner which is transparent, consistent, fluent, with conviction and holds the attention of the audience both in a group and individually. Adjust language and terminology to the profile and the needs of the target audience.
Written Communication: The ability to express ideas or facts clearly in written documentation in order that the content is understood by the target audience.
Client Centricity: Customer first, attention to detail.
Click here to apply
PP4222 – Operational Consultant
Designation: PP4222 – Operational Consultant
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 27 Feb 2026
Closing date: 10 Mar 2026
Location:
Purpose of the Job:
Overview:
About the Role:
We are seeking a proactive and detail-oriented Operational Consultant to join our team in Sandton. This role is focused on client servicing and administrative support, working closely with the Consultant and Principal Consultant to ensure seamless operations and exceptional service delivery.
Key Responsibilities:
Assist with setting up agenda and minute templates prior to meetings.
Ensure agendas are sent to clients one week before meetings and minutes are distributed within two weeks after meetings.
Request and compile various reports from different departments for inclusion in agendas.
Merge reports and documents into a single PDF file.
Photocopy and distribute hard copies of agendas as required.
Prepare documents for meetings.
Manage signed documents returned from meetings, including FICA records, updating registers and client databases, scanning and saving important documents to the electronic drive, and filing.
Maintain and update client contact lists and databases daily.
Coordinate Trustee Training for clients.
Support rebroke exercises and Section 14 transfers.
Provide back-office administration for clients and general branch administration.
Manage client FICA documentation and governance records.
Facilitate client communication, including member booklets.
Qualifications:
Degree or relevant qualification (BCom / CFP or similar – NQF Level 5).
Proficiency in Windows applications (Excel, Word, PowerPoint, Email, Intranet) and Adobe PDF tools.
Competencies:
Strong organisational, administrative, and analytical skills.
Initiative and good time management/planning abilities.
Excellent written and verbal communication skills.
Accuracy and attention to detail.
Self-motivation and a positive attitude.
Team player, eager to assist colleagues and clients.
Commitment to providing professional, high-quality customer service.
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
PP4656 – Onsite Consultant
Designation: PP4656 – Onsite Consultant
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 26 Feb 2026
Closing date: 09 Mar 2026
Location: Rustenburg
Purpose of the Job:
The Onsite Consultant is responsible for providing on-site retirement fund administration and client support services, including handling member queries, facilitating claims processes, conducting investigations, and supporting reporting and stakeholder engagement activities. The role focuses on delivering professional client service, ensuring legislative compliance, and supporting members through key fund-related processes while maintaining confidentiality and operational excellence.
Overview:
About the Role:
The Onsite Consultant plays a critical client-facing and administrative role, supporting members, trustees, insurers, and internal stakeholders with retirement fund administration and claims-related services. The role ensures accurate, compliant, and professional handling of member queries and claims, while maintaining strong client relationships and upholding the highest standards of confidentiality, integrity, and service excellence.
Location: Rustenburg (In-Office)
Education
Grade 12 (Matric) with NQF Level 5
Tertiary qualification advantageous
RE5 qualification advantageous
Experience
Minimum 2 years’ experience in the Financial Services industry
Understanding of death, disability, retirement, and withdrawal claims within retirement funds
Experience dealing directly with members and stakeholders
Based in Rustenburg or willing to relocate
Multilingual ability (English, Setswana, and IsiZulu advantageous)
Competencies
Technical: MS Outlook, Excel, and Word proficiency; report writing and presentation skills
Functional: Claims administration knowledge and legislative awareness (including POPIA)
Operational: Strong administration, reporting accuracy, and attention to detail
Behavioural: Professionalism, integrity, accountability, confidentiality, and ability to work under pressure
Core: Client relationship management and effective communication
Key Responsibilities
Respond to fund-related administrative queries, including death, disability, and withdrawal claims
Assist members with claims processes such as withdrawals, retirements, disability, and funeral benefits
Conduct death claims investigations and compile investigation reports
Liaise with insurers, trusts, and beneficiary funds regarding member matters
Compile monthly reports for the Senior Consultant
Facilitate financial planning referrals between members and Financial Planners
Handle walk-in member queries and provide on-site support
Maintain accurate record keeping in compliance with POPIA requirements
Attend and participate in disability and death claims meetings, including leading discussions where required
Perform general administration duties including filing, call handling, and stakeholder communication
Why Join Alexander Forbes?
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
E-Learning Forums and continuous learning opportunities
Financial Planning Support tailored for staff
Rewarding Performance
Total Rewards Package: Competitive incentives
Power Of One recognition
Referral bonuses
Comprehensive Benefits
Retirement Fund Contributions starting at 13% of CTC
Group Risk Cover
Medical & Gap Cover
Work-Life Balance
Flexible work model
Wi-Fi allowance
Wellness programmes
My Savings Account
Join a company that values its people, invests in their growth, and rewards excell
Click here to apply
We wish you all the best with your applications
Leave a Reply