alexforbes Jobs - 10 July 2026 - Vacancies with Collen

Share this post on

To apply, click on the link at the end of the posts and all the best with your applications

DFM Portfolio Manager

Designation: PP4817 – DFM Portfolio Manager
Category: Investment Management
Posted by: Alexander Forbes
Posted on: 09 Jul 2026
Closing date: 21 Jul 2026
Location:
Purpose of the Job:
The DFM Portfolio Manager is responsible for the end-to-end management of discretionary model portfolios, including investment strategy, portfolio construction, client outcomes, and commercial growth. The role combines investment decision-making, client engagement, and business leadership to ensure the DFM proposition remains competitive, scalable, and aligned to client needs.
Overview:
Responsibilities

Investment Management & Portfolio Oversight

Implement the DFM investment philosophy and process consistently to a set of allocated clients or in any investment proposal or recommendation made for any DFM client.
Contribute to asset allocation, portfolio construction, and manager selection decisions across model portfolios allocated to you
Participate in and influence DFM Investment Committee decisions
Ensure clear positioning and communication of investment strategies to clients
Oversee trade execution, post-trade checks, and portfolio rebalancing
Monitor fund performance, market developments, and risk exposures
Maintain model portfolio integrity and governance alignment
Implement quantitative and qualitative performance attribution frameworks
Ensure model portfolios align to client risk profiles and regulatory suitability requirements
Client & Distribution Engagement

Build and maintain strong relationships with IFAs and Wealth Managers
Help contribute to client meetings, presentations, and workshops (CPD-accredited where applicable). This includes preparations of quarterly investment committee meeting packs and analysis, preparation of ongoing monthly and quarterly client reporting.
Provide investment insights, reporting feedback, and market commentary
Assist in resolving client queries including but not limited to technical investment requests, client proposals and book analysis
Assist in driving client retention and share-of-wallet growth
Attend all allocated client’s reportback and investment committee sessions and ensure all investment action items are followed up on.
Contribute to tailoring portfolio solutions to segmented client needs (e.g., boutique IFAs vs large networks)
Track and improve client experience metrics (NPS, service levels)
Business Development & Growth

Contribute to the development and execution of DFM growth strategies and distribution plans
Convert pipeline opportunities into funded assets under management (AUM) or assets under advice (AUA)
Actively promote the DFM value proposition and market positioning
Identify cross-selling opportunities across internal platforms
Assist in defining and implementing target market segmentation and penetration strategy
Contribute to product development (new model portfolios, offshore strategies, structured solutions)
Reporting, Insights & Data Oversight

Oversee monthly and quarterly client reporting packs
Ensure accuracy, consistency, and quality of all reporting outputs
Review performance analytics and attribution reports
Maintain reporting templates and drive continuous improvement
Implement data-driven decision-making frameworks
Leverage investment platforms and analytics tools (e.g., Morningstar, style analytics)
Automate and optimise reporting workflows
Overall DFM strategy contribution

Contribute to DFM business strategy and execution plans
Partner with relevant stakeholders across investment, distribution, and solutions teams
Support the development of a scalable, competitive DFM proposition
Key Deliverables

Portfolio performance vs benchmarks and peers
Growth in AUM and net inflows
Client retention and satisfaction levels
Accuracy and timeliness of reporting
Quality of investment proposals

Qualifications & Experience

Relevant degree in Finance, Investments, Economics or related field
CFA / CAIA / CFP advantageous
5–10+ years experience in multi-manager or DFM environment
Proven experience in portfolio management and asset allocation
Strong understanding of financial markets, instruments, and regulations

Core Competencies

Investment expertise and analytical thinking
Strategic and commercial acumen
Client relationship management and communication skills
Leadership and stakeholder management
Attention to detail and governance mindset
Innovation and continuous improvement orientation
Key Stakeholders

Internal: Investment Committee, Distribution, Operations, Executive leadership
External: IFAs, Wealth Managers, Asset Managers, Platform Providers

Click here to apply

Principal Investment Consultant

Designation: PP4812 – Principal Investment Consultant
Category: Investment Institutional Advise
Posted by: Alexander Forbes
Posted on: 08 Jul 2026
Closing date: 17 Jul 2026
Location:
Purpose of the Job:
To keep and grow clients by being the trusted advisor that delivers impartial, expert investment advice in a professional manner, ensuring at all times that Alexforbes’ standards are maintained and the best advice is adhered to • To implement the advice-led investment consulting process and to drive the philosophy internally and externally, taking appropriate best advice in-house solutions to clients where applicable and appropriate, with demonstrable value-add to the client • To ensure client satisfaction by providing quality service through coordinating all internal and external contacts. • To manage and grow a profitable portfolio of clients and manage clients at risk • To influence, challenge, and shape investment thinking within the business and industry. • To assist in the development of junior staff
Overview:
Responsibilities:
Client Responsibilities:

Provide investment advice pertaining to the client’s specific needs and in accordance with the advice-led investment consulting framework and FAIS
To be the lead consultant to clients covering responsibilities such as: Governance
Ensure all client investment strategies are aligned with Alexander Forbes best advice
Portfolio construction including asset allocation (interpretation of modelling with ALM specialist’s assistance), application of the reference portfolio framework, asset manager selection and blending
Interpretation of performance reports
Presenting investment strategies and performance to clients
Compile comprehensive consulting reports for clients on investment-related matters
Keep clients updated with developments in the investment market.
Perform investment performance presentations, workshops, and trustee training as and when required
Lead discussions on ESG
Assist the client in assessing unlisted investment opportunities
Manage investment component of trustee meetings
Secretarial functions relating to agenda packs, meeting attendance, and minutes where required
Effective verbal and written communication to internal and external parties
Ensure timeous response to client queries and requests
Ensure that standard documents, such as quarterly reports, surveys, records of advice, etc., are issued timeously to clients.
Co-ordinate the entire workflow process for servicing the client portfolio by managing the work of junior consultants and other internal and external service providers, asset managers, etc.
Retain responsibility for all FICA and FAIS documentation.
Ensure deadlines are met, and client expectations are managed
Maintain and grow client base
Build and maintain a relationship of trust with client
Remain client-focused at all times
Financial Objectives:

Set appropriate budgets and financial objectives with the HoD
Monitor progress against objectives
Accurately capture time so that clients can be billed accordingly
Ongoing reviewing of fees in line with any changes, and assessment of the appropriate fee structure
Ensure the correct fees are being charged, and that additional work is being charged.
Ensure clients are invoiced, and fees are collected timeously, and expenses are controlled
To be opportunity seeking by expanding services and products provided to the client portfolio using in-house solutions where appropriate
To use one’s network to acquire new business and expand the client base
To comply with all financial policies and procedures
Accountable for P&L in respect of margins, expenditure, and client fees
Strategic Responsibilities:

Give strategic input into the broader business strategy, including growth plans, strategic revenue initiatives, and new business initiatives
Effective monitoring of projects and accountability for implementation within own portfolio of clients
Effective implementation of the advice-led investment consulting framework
To influence investment thinking by producing thought leadership material to position the market, to the media, and at industry conferences
To raise the profile of AF Investments as a leading provider of investment advice
Build and maintain strategic, financial, and operational relationships with key business heads within AF.
Management of strategic relationships with internal and external stakeholders
Ensure that all legal agreements are aligned with the company’s strategy and are in accordance with legal requirements. Risk awareness and the management of advice risk is of vital importance in the position
People Management and Self Development:

Live the AF values of Integrity, Customer First, Care, and Leadership, and lead by example
Drive a high-performance culture
Responsible for the motivation and development of the team
Provide training, guidance, growth opportunities, and mentorship to junior members of the team, ensuring improved employee engagement and long term retention of junior talent
Provide honest & timely feedback on delivery, areas of strength, and areas for improvement to junior staff
Set, communicate, and implement development plans for subordinates and assess performance regularly for direct reports
Display self-awareness and insight into areas of strength and development, seek out challenges to improve skill set
Seek and act on constructive performance feedback
Remain abreast of new innovations, regulations, and technologies in the investment consulting space.

Required:

Bachelor Honours Degree (B. Com or B Sc Hons with postgraduate qualification)
CFA/MBA/ Actuarial Fellowship,
CFP/ CAIA or other equivalent qualification
Regulatory Exam (RE5)
5 years’ experience in Investment Consulting.

Skills & Competencies:

Business Skills :

Adaptability and Flexibility
Decision Making and Judgment
Market and Regulatory Environment
Vision and Strategy
Process Management
Accountability and Dependability
Attention to Detail
Functional Skills:

Customer Focus
Analysis / Reasoning
Financial Acumen
Planning & Organizing
Problem Solving
Researching Information
Providing Consultation
Change Management
Coaching and Mentoring
Driving Performance
Leadership and Influence
Leadership Skills:

Team Building
Risk Management
Communication
Leadership Skills
Interpersonal skills
Developing Others
Collaboration and Partnering
People Skills:

Empowering Others
Negotiation and Decision Making
Influence
Build Emotional Connection to AF Brand
Creative and Innovative Thinking
Entrepreneurial and Commercial Thinking
Flexibility
Core Competencies:

Inclusive Leadership
Influencing Others
Customer Agility
Execution Bias
Innovation Management
Initiative
Teamwork

Click here to apply

Procurement Compliance Officer

Designation: PP4810 – Procurement Compliance Officer
Category: Group Finance
Posted by: Alexander Forbes
Posted on: 09 Jul 2026
Closing date: 20 Jul 2026
Location:
Purpose of the Job:
The Procurement Compliance Officer serves as the central compliance point of contact within the Procurement function, ensuring that procurement activities, supplier onboarding processes, third-party risk management practices, and regulatory obligations are effectively managed and operationalised. The role combines traditional Compliance Officer responsibilities with project management and operational oversight of procurement-related regulatory initiatives, including supplier due diligence (end-to-end including FCC regulatory requirements), FICA remediation, third-party risk management, policy governance, and RegTech implementation projects. The incumbent will act as the bridge between Procurement, Compliance, Legal, Risk, Business Units, Suppliers and external technology providers to ensure that supplier governance frameworks remain effective, compliant, and aligned to regulatory and business requirements. The incumbent will be required to embed regulatory, ethical, and AI-enabled compliance controls across the end-to-end procurement lifecycle while driving automation, data-driven insights, and regulatory adherence
Overview:
Responsibilities:

Compliance Management:

Serve as the dedicated compliance representative for the Procurement function.
Design and implement a holistic procurement risk and compliance framework aligned to global standards (ISO 37301, ISO 37001, OECD guidelines).
Develop and maintain risk taxonomy and control frameworks for procurement activities.
Establish continuous compliance monitoring and reporting mechanisms.
Provide day-to-day compliance guidance to procurement teams, business stakeholders and suppliers.
Monitor adherence to procurement governance frameworks, policies, and operating standards.
Identify and assess compliance risks associated with supplier onboarding, contracting, and third-party engagements.
Escalate material compliance concerns and recommend appropriate remediation actions.
Maintain oversight of procurement-related regulatory obligations and internal control requirements.
Third-Party Risk & Supplier Due Diligence:

Establish and manage end-to-end third-party risk lifecycle.
Define risk segmentation and onboarding controls based on supplier criticality.
Oversee supplier onboarding compliance processes.
Ensure appropriate due diligence is conducted on new and existing suppliers.
Coordinate screening activities including:
Sanctions screening
PEP screening
Adverse media reviews
Company verification
Beneficial ownership verification
Risk classification assessments
Monitor supplier compliance documentation and remediation requirements.
Support ongoing third-party monitoring activities.
Vendor contact and liaison
Ensure contractual risk clauses and compliance obligations are embedded.
Procurement FICA Programme Management:

Act as Compliance Lead for the Procurement FICA Workstream.
Lead all supplier financial crime compliance processes including AML, sanctions, ABC, and fraud risk.
Define and enforce risk-based due diligence standards (CDD, EDD).
Lead collaboration on supplier screening processes: sanctions, PEP, adverse media, beneficial ownership.
Implement ongoing monitoring and trigger-based reviews.
Coordinate all project activities relating to supplier FICA implementation and remediation.
RegTech & Technology Implementation:

Act as primary liaison between Procurement and RegTech vendors.
Lead selection and implementation of RegTech, workflow automation, and compliance platforms.
Support implementation and optimisation of third-party risk management and onboarding platforms.
Coordinate:
Business requirements gathering
User acceptance testing (UAT)
Process validation
Defect management
Deployment activities
Oversee system governance, controls testing, and continuous improvement.
Ensure technology solutions align with procurement compliance requirements.
Support ongoing enhancement and optimisation initiatives
AI & Advanced Analytics Integration:

Drive adoption of AI-enabled compliance tools for risk detection, fraud monitoring, and supplier screening.
Ensure ethical AI use aligned with regulatory expectations and governance standards.
Implement data analytics for predictive risk insights and anomaly detection.
Stakeholder Engagement:

Procurement
Legal
Compliance
Risk
Internal Audit
Technology
Finance
Business Units
Suppliers / Service Providers
Facilitate engagement with regulators, auditors, and other external service providers where required.
Support audits, regulatory reviews, and investigations
Act as a trusted advisor across Procurement , Compliance, Legal, Risk, Finance, and external regulators. Build effective relationships across:
Required:

Matric
Bachelor’s Degree in Law, Compliance Management, Risk Management, Finance, Accounting, Procurement / Supply Chain Management and Business Management.
Postgraduate qualification in Compliance, Risk Management, Governance, Law, Financial Crime Compliance
Professional certification such as: CAMS, CPrac SA, PCPrac SA
3 – 5 years’ experience in relevant industry

Skills & Competencies:

Business Skills :

Understand AF strategy, structure and positioning
Experience operating in a Multi management investments; investment consulting or similar environment is an advantage
Functional Skills:

Strong work ethic
Problem solving – learning & skills development challenges
Have a working knowledge of core functions of the business
Demonstrate behaviour that’s aligned to AF’s culture and values
Purposeful collaboration
Leadership Skills:

Innovation
Building Relationships
Accountability
Operational Excellence
Knowledge and skills:

Strong foundation in finance theory and engagement with financial markets is required – knowledge of quantitative/risk factors is a plus
Strong verbal and written communication skills is required
Technical background with strong analytical and quantitative skill
Reading, writing, critical thinking, inquisitiveness, humility and honesty.
Strong analytical skills
Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
Debate and the ability to foster constructive debate amongst others
Commercial acumen
Purposeful collaboration
Possess a strong understanding of capital markets and have extensive investment experience with respect to multiple asset classes
Possess a good understanding of stakeholder management
Possess a strong people management skill.

Click here to apply

Operational Consultant

Designation: PP4805 – Operational Consultant
Category: Corp – Direct Consulting
Posted by: Alexander Forbes
Posted on: 01 Jul 2026
Closing date: 10 Jul 2026
Location: Sandton
Purpose of the Job:
We are seeking a proactive and detail-oriented Operational Consultant to join our team in Durban. This role is focused on client servicing and administrative support, working closely with the Senior Consultant to ensure seamless operations and exceptional service delivery.
Overview:
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 (B.Comm / 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:

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

The Human Capital Business Partner (HCBP) serves as a strategic advisor and primary point of contact for all human capital-related matters within Corporate Operations. The role is responsible for aligning people strategies with business objectives, enabling a high-performance culture, and driving initiatives that support organisational transformation, capability development, talent growth, and employee engagement. Working closely with business leaders, the HCBP ensures the effective implementation of human capital frameworks, policies, and practices that contribute to sustainable business success.

Key Responsibilities

Partner with Corporate Operations leadership teams to align the people agenda with strategic business priorities and objectives.
Serve as a trusted advisor across all Human Capital disciplines, including talent management, performance management, employee relations, workforce planning, change management, and employee engagement.
Drive transformation initiatives, organisational capability building, succession planning, and talent development to support business growth.
Ensure the effective delivery and execution of Human Capital policies, frameworks, standards, and best practices across the business.
Provide meaningful people analytics, reporting, and workforce insights to support informed decision-making and business performance.
Lead and support change management initiatives, ensuring successful adoption of organisational changes and new ways of working.
Deliver strategic and operational Human Capital projects that enhance efficiency, effectiveness, and overall business performance.
Build and maintain strong relationships with internal and external stakeholders to promote equitable, consistent, and business-focused people solutions.
Remain informed of emerging Human Capital trends, thought leadership, legislative developments, and industry best practices to continuously enhance service delivery.
Coach and support leaders in driving accountability, performance, engagement, and leadership effectiveness within their teams.

Requirements

Qualifications

Matric (NQF Level 4)
Relevant HR, Human Capital, Industrial Psychology, Business Management, or related graduate qualification (NQF Level 6)
Relevant postgraduate qualification (NQF Level 7) will be advantageous

Experience

4–7 years’ experience in Human Resources or Human Capital Business Partnering roles.
Demonstrated experience in Talent Management, Performance Management, Employee Relations, Remuneration and Reward, and Change Management.
Strong experience in Strategic Partnership, Employee Relations, Change Management, Learning and Development, Organisational Design, Workforce Planning, Employee Engagement, and Culture and Succession Planning.
Experience partnering with senior leaders and managing complex people-related challenges within a dynamic business environment.
Proven track record of successfully delivering people initiatives aligned to business objectives.

Skills and Competencies

Strong business acumen with the ability to align people strategies to business outcomes.
Strategic thinking and problem-solving capability.
Excellent interpersonal, influencing, coaching, and stakeholder management skills.
Strong verbal and written communication skills.
Ability to build credibility and trusted relationships at all levels of the organisation.
Proven ability to drive performance, accountability, and organisational effectiveness.
High levels of resilience, adaptability, and agility in managing change.
Strong analytical and reporting skills with the ability to translate data into actionable insights.
Project management and execution capability.
Sound understanding of employment legislation and Human Capital best practices.
Key Success Measures

Successful alignment of Human Capital initiatives with Corporate Operations business objectives.
Improved talent retention, succession readiness, and capability development outcomes.
Effective management of employee relations matters and organisational change initiatives.
Enhanced leadership effectiveness, employee engagement, and performance management outcomes.
Delivery of impactful Human Capital projects that contribute to operational excellence and business performance.

Why Join Alexforbes?

At Alexforbes, we do not just offer jobs, we build careers. Here is what makes us stand out:

Growth and Development

Bursary and Leadership Development Programmes to support your professional growth
E-Learning Forums and continuous learning opportunities
Financial Planning Support tailored for employees
Rewarding Performance

Competitive Total Rewards Package, including short and long-term incentives
Power of One monetary recognition programme for exceptional performance
Lead incentives and referral bonuses for helping us grow our talent pool
Comprehensive Benefits

Retirement Fund Contributions from 13% of CTC
Group Risk Cover, including Funeral, Dread Disease, and Life Insurance benefits
Medical Aid and Gap Cover on a 100% CTC basis through Discovery or Bonitas (mandatory unless covered as a dependant)
Work-Life Balance

Flexible Ways of Work through our hybrid work model
Connectivity Benefit with a Wi-Fi allowance
Employee Wellness and Assistance Programmes to support your wellbeing
My Savings Account to help you achieve your financial goals

Join a company that values its people, invests in their development, rewards excellence, and empowers employees to make a meaningful impact in shaping the future of financial services.

Click here to apply

Broker Consultant

Designation: PP4724 – Broker Consultant
Category: Corporate Solutions
Posted by: Alexander Forbes
Posted on: 30 Apr 2026
Closing date: 10 Jul 2026
Location: Sandton
Purpose of the Job:
The Broker Consultant – Employee Benefits is responsible for managing, servicing, and growing a portfolio of financial advisers and their Employee Benefits clients. The role focuses on delivering an exceptional intermediary and client experience through proactive servicing, strong relationship management, effective implementation of new business, and regulatory compliance. The Broker Consultant plays a key role in driving new business, retention, and long-term portfolio growth within the Intermediated Employee Benefits environment.
Overview:
Education and Experience Requirements

Education

Grade 12 with Mathematics and Accounting
Three-year tertiary qualification in Financial Management or a related field (advantageous)
Experience

6–8 years’ experience within the financial services industry
Proven experience in Employee Benefits and client servicing
Strong working knowledge of retirement funds, Section 14 transfers, and regulatory requirements

Key Competencies

Intermediary & Client Relationship Management
Employee Benefits Industry Knowledge & Business Acumen
Service Excellence & Ownership Mindset
Communication, Influence & Negotiation
Compliance, Risk Awareness & Ethical Conduct

Key Responsibilities

Manage and grow a portfolio of financial advisers and their Employee Benefits clients through proactive, relationship-based servicing.
Take full ownership of the Alexander Forbes experience for advisers and corporate clients, ensuring a consistently high standard of service.
Support new business installations by coordinating employer applications, fund documentation, and internal approvals.
Liaise with Legal, Installation Teams, and internal stakeholders to finalise special fund rules and ensure FSCA submission readiness.
Provide guidance, training, and quality assurance to brokers on Section 14 transfer processes and regulatory requirements.
Act as the key liaison between advisers, client funds, transferor/transferee funds, and Section 14 administration teams to resolve queries and delays.
Prepare quotations, support new business opportunities, and contribute to achieving individual and team growth and retention targets.
Build and maintain strong, trust-based relationships through regular adviser engagements, client meetings, and portfolio reviews.
Identify portfolio risks, retention threats, and growth opportunities, providing strategic feedback to enhance products and service delivery.
Ensure Treating Customers Fairly (TCF) principles are embedded and consistently applied across all adviser and client interactions.
Why Join Alexforbes?

At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:

Growth & Development:

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

Are you passionate about creating exceptional employee experiences and partnering with leaders to build high-performing teams? We are looking for a Junior Human Capital ( Resource) Business Partner to join our Human Capital team and play a key role in supporting the people agenda across the business.

This is an excellent opportunity for an emerging HR professional who enjoys working closely with employees and managers, driving engagement initiatives, supporting performance management processes, and contributing to talent development and organisational success.

What you will do

As a Junior Human Capital Business Partner, you will partner with employees, managers, and Human Capital specialists to deliver a seamless people experience throughout the employee lifecycle.

Key responsibilities will include:

Serving as the first point of contact for Human Capital-related queries and providing guidance on policies, procedures, and employee matters.
Supporting the implementation of key Human Capital initiatives across performance management, employee engagement, talent management, and workforce effectiveness.
Coordinating and facilitating performance management activities, ensuring employees have clear objectives and quality KPIs in place.
Supporting talent development, succession planning, learning initiatives, mentoring programmes, and skills development activities.
Assisting with employee wellness, engagement, and change management initiatives within the business.
Acting as an employee champion and trusted advisor to employees and managers.
Supporting employee relations processes and partnering with specialist teams where required.
Maintaining accurate Human Capital data, reporting, and workforce insights to support decision-making.
Assisting with employee engagement surveys, focus groups, action planning, and reporting.
Supporting organisational and leadership change initiatives through planning, execution, and reporting.
Acting as a business manager and key support partner to the Human Capital Business Partner or Senior Human Capital Business Partner.
Ensuring all Human Capital service delivery requirements are executed accurately and within agreed timelines.
Requirements:

Qualifications

Matric (NQF Level 4)
Relevant Human Resources, Human Capital, Industrial Psychology, Business Management or related qualification (NQF Level 6–7)

Experience

2–3 years’ experience as an HR Consultant, HR Generalist, HR Officer, or similar Human Capital role.
Experience supporting employees and managers across the employee lifecycle.
Exposure to talent acquisition, employee relations, performance management, employee engagement, and learning and development.
Experience working with HR systems, reporting, and people data will be advantageous.

Skills and Competencies

Strong interpersonal and relationship-building skills.
Excellent verbal and written communication skills.
Strong organisational and coordination ability.
Analytical thinking and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
High attention to detail and accuracy.
Resilience, adaptability, and a proactive approach.
Ability to build trust and maintain confidentiality.
Strong stakeholder management and customer service orientation.

Why Join Alexforbes?

At Alexforbes, we do not just offer jobs, we build careers. Here is what makes us stand out:

Growth and Development

Join a company that values its people, invests in their development, rewards excellence, and empowers employees to make a meaningful impact in shaping the future of financial services.

Click here to apply

Senior Investments Analyst

Designation: PP4220 – Senior Investments Analyst
Category: Investment Management
Posted by: Alexander Forbes
Posted on: 08 Jul 2026
Closing date: 21 Jul 2026
Location:
Purpose of the Job:

Assist in the management of multi-asset portfolios in line with Alexander Forbes Investments Philosophy and process. • Knowledge of Hedge funds is a requirement • Demonstrate market-leading investment and manager research skills by driving Alexforbes Investments’ investment philosophy and process. • To influence, challenge, and shape investment thinking with the investment team, business, and industry • To ensure that all stakeholder engagements are equipped to deliver the Charting the Course messaging on portfolio and manager insights • To represent the investment team in internal and external stakeholder engagements • To participate in the training, knowledge sharing mentoring of the younger analysts
Overview:
Responsibilities: Manager Research and Portfolio Management:

Contribute to the investment process and ensure that multi asset/specialist/retail/alternative capability is in line with the process and philosophy of AF Investments
Strategic oversight and management of product line:

Assist in the design, management and development of Specialist/Alternative/Multi asset solutions in line with AF investment process and philosophy.
Contribute to the manager research framework and the production of research notes and the development of AF Investments’ manager research database and pool.
Conduct investment research across asset classes in areas such as: fixed income, equity investment styles, derivative modelling, asset allocation, strategy back-testing, hedge funds.
Prepare detailed investment research notes on various strategies
Make timeous portfolio changes in line with the decision making framework.
Consistent interaction with the leadership of the investment team.
Support the manager research process and methodology in the context of the overall investment process.
Identify strategies (universe) that should be on Alexforbes Investments’ radar through various mediums, i.e., Word of mouth, networking, media, industry surveys, and technology.
Demonstrate a working knowledge of the asset management industry and leverage this knowledge in the process
Conduct manager due diligence and monitoring processes to facilitate evaluation and rating of managers
Keep abreast of any changes occurring within the asset management industry, i.e. interesting investment themes, new teams or asset management firms, staff moves.
Ensure all the strategies have an ESG score and are up to date.
Evidence in the research notes that ESG is incorporated in manager engagements
All research conducted is maintained to the required standard and follows the required formats
Research output follows and is consistent with the AF Investments research process
Participate and contribute meaningfully as a member of several internal committees (Ratings Review Committee, Asset Allocation Forum, Investment Committee)
Conduct research on markets and portfolios:

Stay informed of developments in the market, understand the effect and impact on portfolios
Provide input and contribute to debates in the Asset Allocation committee
Engage in self-directed research on new investment opportunities particularly on strategies using derivative instruments for efficient exposure and risk management.
Provide support to all business areas and new business initiatives where alternative asset classes expertise identified as a requirement
Write thought leadership articles on portfolio and risk management or related topics
Prepare white papers on strategies we employ in our product set
Keep abreast of any market developments and be willing to meet with investment managers and gather insights about investment strategies, positioning, risks and themes.
Transformation policy rollout – Collating reporting on the asset managers in the portfolios, monitoring of changes, engagements with asset managers
ESG considerations are fully incorporated in the research process, and analysts make active use of ESG systems when conducting strategy research.
Communication and stakeholders:

Teach and guide understanding of model portfolio and manager research framework within AF Investments
Contribute to strategic discussions in the Investment Team
Brand leadership and media when required
Provide support to all business areas and new business initiatives where portfolio management expertise is identified as a requirement. Help drive the understanding of our portfolios to the rest of our client base
Provide oversight of various operational aspects of portfolios that requires investment insight.
Communicate new ideas and analytical results clearly and concisely.
Engage in market research, portfolio commentary and compile presentations on all portfolios
Consistent interaction and communication with other parts of the business, such as Advisory and client channels, are mandatory.
Present portfolios themes and performance to the advisory team and client channels on a monthly basis
Presentations to internal and external stakeholders (clients, Clients Channels, etc.).
Assistance in the writing of public research documents
The transfer of research and knowledge allows client channel teams to service clients effectively.
Required:

Matric
Relevant B-Degree in Finance, Economics and Investment,
5 -10 years’ experience in relevant industry
CFA
Skills & Competencies:

Business Skills :

Understand AF strategy, structure and positioning
Experience operating in a Multi management investments; investment consulting or similar environment is an advantage
Functional Skills:

Innovation
Building Relationships
Accountability
Operational Excellence
Knowledge and skills:

Click here to apply

Service Consultant

Designation: PP3127 – Service Consultant
Category: Corp – Health Consulting
Posted by: Alexander Forbes
Posted on: 07 Jul 2026
Closing date: 16 Jul 2026
Location: Stellenbosch
Purpose of the Job:
The purpose of the job is to assist a Service Consultant in delivering a professional and excellent quality of service and consulting advice to clients, in accordance with the Service level agreement and year planner. Ensuring the highest quality of client/member satisfaction through continuous relationship building at an employer and member level, and thereby ensuring client retention, taking into consideration the prevailing Alexander Forbes Health approach
Overview:
Requirements:

Education:

Matric
Accredited with CMS and FSCA
NQF 5
Regulatory Examination 5
Relevant Degree or equivalent (an advantage)
Experience:

2 – 3 years’ experience in a healthcare brokerage
Healthcare industry, product and legislative knowledge
Driver’s license – essential, willing to travel
Competencies:

Problem solver and pro-active
Ability to communicate effectively with colleagues, management and clients
Ability to work with both people and complex data
Ensure good self-management skills (adherence to deadlines, planning, prioritizing, ability to work under pressure and time management)
Microsoft Office competency
Key responsibilities:

Manage medical scheme membership retention
Billing Reconciliations knowledge and experience essential.
Ensuring confirmation of income is done quarterly.
Provide payroll contact training as and when required and maintain relationships
Conducting presentations and workshops for employer contacts, members and employees at year end and during the year as needed.
Monitoring and follow through outstanding member application forms, as well as monitoring of tracking report.
Ensuring that standard documents i.e. file notes, FNA’s and minutes of meetings are issued timeously as per consultants’ manual
Adherence to SLA deadlines
General administration, filing and updating on SharePoint. Electronic storing of minutes, FNA, file notes and reports etc
Year-end project planning participation including the preparation of client communication, presentations conducted and reports presented
Why Join Alexforbes?

At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:

Growth & Development:

Click here to apply

Administrator

Designation: PP1822 – Administrator
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 07 Jul 2026
Closing date: 16 Jul 2026
Location: Cape Town
Purpose of the Job:
Overview:
Administrator
Operations and Administration

About the Role
We are looking for a detail oriented and client focused Administrator to join our Operations and Administration team. This role is responsible for delivering accurate, efficient and compliant administration services across a portfolio of retirement funds while ensuring an excellent client experience.

The successful candidate will take ownership of day to day fund administration activities, support operational excellence and contribute to the achievement of business objectives through quality service delivery, strong stakeholder engagement and adherence to regulatory requirements.

Key Responsibilities
Fund Administration and Operations

Process and administer pension and provident fund activities accurately and within agreed service levels.
Perform monthly contribution reconciliations and maintain member records.
Process various benefit claims, transfers and related transactions.
Review and authorise administration activities in line with internal controls and procedures.
Prepare member statements, administration reports and client reporting where applicable.
Ensure accurate fund allocations and maintenance of fund information.
Identify and action risk items, exceptions and operational issues.
Manage client queries and email correspondence within agreed turnaround times.

Client Service

Deliver professional, timely and accurate communication to members, clients and internal stakeholders.
Build and maintain strong relationships with clients, consultants and colleagues.
Ensure service delivery meets both internal and external customer expectations.
Support client meetings by preparing accurate reports and relevant information.

Compliance and Risk Management

Adhere to company policies, procedures and legislative requirements.
Ensure administration processes are compliant with retirement fund rules and industry regulations.
Support the Treating Customers Fairly (TCF) principles through all interactions and decision making.

Team Contribution

Collaborate effectively within the team to ensure service delivery objectives are achieved.
Assist colleagues during periods of high workload or absence.
Support process improvements and contribute ideas that enhance efficiency and service quality.
Provide guidance and training to junior team members where required.

Minimum Requirements
Qualifications

Grade 12 (Matric)
Successfully completed Alexander Forbes assessments and branch testing requirements
A retirement fund qualification, or progress towards obtaining one, will be advantageous

Experience

Minimum 3 years’ industry related experience within retirement fund administration or a similar environment. Experience in Employee benefits/ retirement fund Claims Processing and Billing reconciliation.

Skills and Competencies
Technical Skills

Sound understanding of retirement fund administration
Knowledge of retirement fund legislation and fund rules
Intermediate Microsoft Excel skills
Proficiency in Microsoft Outlook and Word
Strong numerical and analytical ability
Ability to manage multiple priorities and deadlines

Behavioural Competencies

Client centric mindset
Strong attention to detail
Excellent verbal and written communication skills
High levels of accountability and ownership
Resilient and able to perform under pressure
Strong problem solving skills
Professional and collaborative approach
Self motivated with the ability to work independently

What Success Looks Like
The successful candidate will consistently deliver accurate and compliant administration services, build strong client relationships, contribute positively to the team and uphold the high service standards expected of Alexander Forbes.

Click here to apply

Receptionist

Designation: PP1618 – Receptionist
Category: Corp Operations
Posted by: Alexander Forbes
Posted on: 07 Jul 2026
Closing date: 15 Jul 2026
Location: Cape Town
Purpose of the Job:
Overview:
Receptionist and Facilities Administrator
Education
Matric (Grade 12) – Essential
Certificate or Diploma in Office Administration – Advantageous
Experience Required
3–4 years’ proven experience as a Receptionist, Front Desk Administrator, or in a similar administrative role.
Experience processing and preparing invoices, quotations, and monthly statements for payment.
Experience coordinating office facilities and supplier management will be advantageous.
Key Competencies
Business Skills
Visitor Management System (VMS)

Manage visitor sign-in processes.
Ensure all visitors and staff are correctly registered.
Compile and distribute weekly visitor reports.
Boardroom and Support Services Management

Coordinate boardroom bookings and meeting schedules.
Assist with meeting room setup and catering arrangements.
Manage cleaning services and ensure office areas are maintained to a high standard.
Monitor and order office consumables, including coffee, tea, milk, sugar, and related supplies.
Demonstrate effective time management and prioritisation skills.
Facilities and Property Operations

Maintain a safe, healthy, and professional office environment.
Record and report all incidents and accidents.
Monitor and maintain first aid boxes and health and safety records.
Coordinate printer maintenance, including replenishing paper supplies and logging service calls.
Apply and maintain workplace health and safety protocols.
Service Level Agreement (SLA) Management

Ensure service providers meet agreed service levels.
Maintain accurate records of SLA activities and performance.
Escalate concerns and service issues to the Facilities Manager timeously.
Prepare bi-monthly performance reports.
Functional Skills
Strong customer service orientation.
Excellent verbal and written communication skills.
Strong interpersonal and relationship-building abilities.
Excellent organisational and planning skills.
Ability to multitask and work effectively under pressure.
High attention to detail and accuracy.
Strong problem-solving skills.
Ability to work independently with minimal supervision.
Positive attitude and proactive approach.
Ability to work collaboratively within a team environment.
Strong reporting and administrative capabilities.
Key Performance Areas
Front Desk and Reception Management
Professionally answer and direct incoming calls.
Welcome, assist, and manage visitors to the office.
Provide general administrative and reception support.
Handle visitor enquiries, complaints, and special requests.
Schedule meetings and manage boardroom bookings.
Prepare meeting rooms and conference facilities.
Arrange catering and lunches for meetings when required.
Coordinate courier collections and deliveries.
Arrange transportation services, including Uber bookings when required.
Prepare invoices for approval and submit them to Accounts Payable.
Manage access card requests for employees.
Ensure office security by checking that windows, doors, and air conditioning units are secured at the end of the day.
Support contractors and service providers while on-site.
Coordinate technicians for faulty equipment, appliances, and office infrastructure.
Provide administrative support to business stakeholders as required.
Facilities Management Support
Order stationery and office supplies for the facilities department.
Manage stock levels of refreshments, including tea, coffee, and water.
Support vendor and supplier management activities.
Assist the Office Manager in coordinating service providers and contractors.
Communicate facility-related updates and activities to the business.
Support Occupational Health and Safety (OHS) activities, including meeting coordination, minute-taking, and compliance monitoring.
Act as an emergency contact for building-related issues and incidents.
Assist with the planning, coordination, and execution of company events and office initiatives.
Personal Attributes
Professional and approachable.
Customer-focused and service-driven.
Reliable and dependable.
Highly organised and detail-oriented.
Proactive with a solutions-focused mindset.
Able to maintain confidentiality and professionalism at all times.

Click here to apply

Senior Administrator

Designation: PEBS107 – Senior Administrator
Category: GQM Fund Administrators
Posted by: Alexander Forbes
Posted on: 07 Jul 2026
Closing date: 15 Jul 2026
Location: Sandton
Purpose of the Job:
Overview:
Senior Administrator

About the Role

We’re seeking an experienced and results-driven Senior Administrator to join our dynamic team. This role is ideal for someone with strong leadership capabilities, extensive retirement fund administration experience, and a passion for delivering service excellence while developing high-performing teams.

You will be responsible for leading and managing a team of administrators responsible for the accurate and timely administration of pension and provident funds. The role ensures service delivery excellence, compliance with legislation, and continuous process improvement while supporting and developing team members.

Requirements:

• Matric (Grade 12).
• Relevant diploma/degree in Finance, Accounting, or Business.
• 5–8 years’ experience in retirement fund administration.
• Proven experience in a supervisory or team leader role.
• Strong knowledge of pension/provident fund operations (Inclusive of Section 13A).
• Knowledge of fund accounting and reconciliation processes.
• Knowledge of claims processing and investment administration.

Competencies:

• Strong leadership and people management skills.
• Excellent problem-solving and decision-making ability.
• High attention to detail and accuracy.
• Strong communication (written and verbal).
• Client-focused with strong interpersonal skills.

Key Responsibilities:

• Oversee daily administration of retirement funds.
• Ensure accuracy of fund reconciliations, accounting processes, claims processing, and contribution management.
• Review and approve complex calculations and transactions.
• Ensure all administration complies with relevant legislation (e.g., Pension Funds Act, Section 13A).
• Monitor adherence to fund rules and internal controls.
• Oversee regulatory reporting and audit preparation.
• Manage Section 14 transfers and actuarial data submissions.
• Act as an escalation point for clients and trustees.
• Ensure service delivery standards and SLAs are met.
• Oversee processing of investment and disinvestment activities.

Why Join Alexforbes?

At Alexforbes, we don’t just offer jobs – we build careers.

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

Share this post on

Facebook X LinkedIn

Vacancies with Collen

A trusted website that shares verified vacancies

alexforbes Jobs – 10 July 2026

Share this post on

DFM Portfolio Manager

Click here to apply

Principal Investment Consultant

Click here to apply

Procurement Compliance Officer

Click here to apply

Operational Consultant

Click here to apply

Human Capital Business Partner

Click here to apply

Broker Consultant

Click here to apply

Talent Effectiveness Partner

Click here to apply

Senior Investments Analyst

Click here to apply

Service Consultant

Click here to apply

Administrator

Click here to apply

Receptionist

Click here to apply

Senior Administrator

Click here to apply

Share this post on

Be the first to comment

Leave a Reply Cancel reply