Careers

 

Right from the start of your career with The Excel Group, we encourage you to define and achieve your aspirations. We support your professional development through award-winning formal and informal training, rewarding challenges and diverse experiences.

Throughout your career, you will have access to a wealth of opportunities, including the option to work in different services or teams. Whatever your career ambitions, we are committed to helping you achieve your potential.
Whether you're an experienced professional or just embarking on your career, consider a career with The Excel Group. Your opportunities with us are virtually unlimited. Your career can be focused on a key industry or on a client service.
You will be challenged by the work and by the people on your team as well as by the clients we serve—from start-ups to the large organisations. You will be constantly learning and your ideas will be welcomed in an atmosphere of collaboration and teamwork.

School leavers & Graduates
Experienced Independent Financial Advisers
PA / Secretary
Administrators
Sales Manager
Bond Consultants
Accounts Clerk
Payroll Manager
Payroll Administrator

School Leavers & Graduates


Choosing the right career is an integral part of your life which will allow you to unleash your full potential and explore many opportunities for advancement and promotion. As a Grade 11 or Grade 12 pupil you need to start considering the opportunities available to you once you have completed school. Did you know that the typical university graduate will have a career spanning 30 to 40 years and it therefore makes perfect sense to make the wisest possible career choices. The more seriously you plan for a successful and fulfilling career, the more opportunity their is of you finding a career in which you can best grow and thrive.
We are currently recruiting in the following areas:

Experienced Independent Financial Advisers


As an Independent Financial Adviser (IFA), you would help clients to choose the most suitable financial products and services, such as investments, savings, pensions, mortgages or insurance offering whole-of-market advice.
Your duties would typically involve:

  • setting up meetings with clients
  • finding out about clients’ current finances and future plans
  • researching financial products
  • explaining details of products so that clients can make informed choices
  • meeting sales targets
  • negotiating with providers of financial products
  • keeping detailed records
  • producing financial reports
  • keeping clients regularly updated about their investments
  • keeping up to date with new products and changes in the law.

You would need to follow strict rules and guidelines from the Financial Services Board (FSB), to make sure that you act fairly and are properly qualified to give appropriate financial advice.
We offer a generous commission structure with all you compliance, training, administration, commission tracking and dedicated PA to assist you ensuring that you can concentrate on writing business rather than worrying about paperwork. We can also provide you with access to our database of high networth clients and while you establish your client database.

PA/Secretary

A personal assistant or 'PA' helps to ease their manager’s workload by providing secretarial support and dealing with a range of administrative tasks. As a personal assistant, you would work very closely with your manager. Your duties might include:

  • screening telephone calls and handling enquiries
  • organising the manager’s diary and making appointments
  • dealing with letters and emails
  • using a computer to produce letters, reports and presentations
  • organising meetings
  • devising and maintaining office systems
  • taking minutes of meetings
  • making travel arrangements
  • looking after visitors

You may have a high level of responsibility, with other tasks such as:

  • standing in for the manager in their absence
  • acting as office manager and supervising other administrative staff
  • dealing with accounts and budgets
  • taking on project work, such as research or writing reports

Previous experience is beneficial but not mandatory as on the job training will be provided.

Administrators

An administrator will assist the Financial Adviser in their day to day role. Your duties might include:

  • writing up of Suitability Letters for personal financial recommendations
  • checking of fact finds/record of advice for compliance
  • commission tracking and liaising with various insurance companies and investment houses
  • researching the market for suitable investments and products,
  • creating policy schedules
  • contacting clients
  • setting up appointments
  • diary management  

Sales Manager

As a sales manager, it would be your job to organise and lead a team of sales representatives. You would set sales targets for individual sales people and the team as a whole, often according to guidelines and targets set by your senior manager.
Your work could include:

  • recruiting and training sales staff
  • allocating areas to sales representatives
  • developing sales strategies and setting sales targets
  • monitoring the team’s performance and motivating them to reach targets
  • compiling and analysing sales figures
  • dealing with some major customer accounts yourself
  • collecting customer feedback and market research
  • reporting back to senior managers
  • keeping up to date with products and competitors
  • marketing.

Bond consultants

Bond Consultants help people to find and apply for suitable bonds. Our bond consultants/mortgage advisers are able to offer bonds from a range of banks and companies as we are totally independent.
Your work could include:

  • advising clients on the home-buying process
  • finding out about your client's finances
  • explaining about different types of bonds/mortgage
  • offering a number of bonds/mortgages for the client to choose from
  • helping the customer complete the bond/mortgage application
  • explaining about repayments and mortgage protection
  • selling related financial products such as buildings insurance
  • meeting sales targets
  • dealing with estate agents, valuers and mortgage lenders
  • keeping up to date with new mortgage products and any changes in the law.

We offer a generous commission structure with all you compliance, training, administration, commission tracking and dedicated PA to assist you ensuring that you can concentrate on writing business rather than worrying about paperwork. We can also provide you with access to our database of high networth clients and while you establish your client database.

Accounts Clerk

Accounts clerks, also known as finance clerks or bookkeepers, keep accurate financial records and help to prepare accounts in all types of business.
As an accounts clerk your duties would typically include:

  • balancing accounts (often known as 'double entry book-keeping')
  • processing sales invoices, receipts and payments
  • preparing statements showing income and expenditure
  • completing VAT returns
  • checking that accounts are accurate
  • preparing wages and processing expenses claims, if you deal with payroll
  • helping to prepare final accounts, such as profit and loss accounts and balance sheets
  • using computerised accounting systems
  • giving administrative support to accountants.

Payroll Manager

As a payroll manager, you would run a payroll team which is responsible for making sure that wages are paid correctly and on time.
Your management responsibilities would involve:

  • supervising and training the payroll team
  • creating payroll policies and procedures
  • advising on tax and pay laws
  • managing computer software and systems
  • analysing and reporting on financial data
  • calculating and issuing pay by cash, cheque or electronic transfer
  • deducting tax and UIF payments
  • processing holiday, sick and maternity pay and expenses
  • calculating overtime, shift payments and pay increases.

Payroll Administrator

Your job as a payroll administrator or clerk would be to make sure that people's wages are paid correctly and on time.
Your work would normally involve:

  • checking how many hours employees have worked
  • calculating and issuing pay by cash, cheque or electronic transfer
  • deducting tax and UIF
  • creating records for new staff
  • processing holiday, sick and maternity pay and expenses
  • calculating overtime, shift payments and pay increases
  • issuing UI19 and other tax forms
  • working closely with personnel departments.