What are the opening hours?

Monday 08:30 - 16:30 Tuesday 08:30 - 16:30 Wednesday 08:30 - 16:30 Thursday 08:30 - 16:30 Friday 08:30 - 14:30

Approach Administration

Home
South Africa
Cape Town
Approach Administration

Administration, Support and Assistance for Financial Advisors These standards would put even the most professional advisor on the back foot.

Expectations of a Financial Planner are so high; with the ever increasing compliance regulations on top of an already demanding legislation. Unable to get ahead of administration and compliance? This often results in underperformance, loss of income and huge amounts of frustration. We provide a solution that alleviates stress, saves you time and puts you in front of clients. The best part is that

it costs less than employing an additional administrator. In turn, there is no need for additional office space, salaries or staff worries. We have personified outsourcing and brought skilled, motivated and efficient administrators into every office virtually. We at Approach strive to be part of the solution while acting with integrity and the best interests of you and your client. With the aim to enrich financial advisors and their businesses by providing a foundation that will improve productivity, save them time and give them back their mojo. We run on experience, care, trust, laughter and the ability to get the job done. Through an experienced, motivated and dedicated team we add value to their business and their clients. Our team is efficient, we act on instructions and follow things through to completion. Like advisors who have honed their skills and have specialist knowledge in investments, risk, medical aid and short term, we have honed our skills in administration, we have built up relationships with each provider to often move mountains. We have taken our administration services nationally now assisting advisors all around South Africa, and we do it remotely. If this is tugging at some of your frustrations, give us a call or simply send us a message. Your business deserves professionalism.

18/09/2023

Our team is growing! We are looking for a vibrant, driven administrator looking to grow within the business. If you are interested or known someone who is interested in building a career within the finance industry; there is truly no better exposure than 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐀𝐝𝐦𝐢𝐧!
To apply email your CV and a Cover Letter to [email protected]. Please ensure that you have at least 2 contactable references.

15/05/2023

Our team is growing! We are looking for a vibrant, driven administrator looking to grow within the business. If you are interested or known someone who is interested in building a career within the finance industry; there is truly no better exposure than 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐀𝐝𝐦𝐢𝐧!

To apply email your CV and a Cover Letter to [email protected]. Please ensure that you have at least 2 contactable references.

26/10/2021

We are a small office based in the Southern Suburbs looking for an experienced Junior Administrator to join our team. Approach Administration is an outsourced administrative office for Financial Advisors. Before applying please ensure that you meet the following criteria:

-minimum 3-5 years experience as an administrator
-minimum qualification of a matric or -equivalent to a matric certificate
-needs to work well under pressure and be able to adapt within a stressful environment
-needs to be a team player
good communication skills; both written and verbal
-needs to be reliable, organised and equipped to multi-task
-room for growth within the business
good problem solving skills, ability to -think outside the box
-someone who has put roots down or is wanting to put roots down in Cape Town
-great time management skills
-needs to be extremely computer literate (excel, word, google etc)
-passionate about administration
-confident and willing to take initiative
-fast learner
-corporate environment so we regret no facial tattoos or facial piercings

Advantageous

-experience using ZOHO as a CRM system
-experience within the financial industry
-fluent in a second language

Should you feel you meet the following criteria please email your CV (with a picture of yourself) and a Cover Letter (motivating why you feel you are perfect for the position) to [email protected]. Please ensure that you have at least 3 contactable references.

25/08/2021

COVID! What does my Medical Aid cover?

𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 - You have to be referred by your GP for a COVID test. You are entitled to 2 tests per year.

𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 - You have to test positive for the test to be covered.

Further queries? Get in touch! ☎️

18/08/2021

As many of you are aware the POPI Act officially came into effect on 1st July.

Although, the act still reflects many gray areas... Looking for answers? The article below is a great place to start!

FREE POPI Checklist – after attending this webinar you will receive a POPI Checklist of the 49 activities required to become POPI compliant. A

11/08/2021

This 𝙒𝙤𝙢𝙚𝙣'𝙨 𝙈𝙤𝙣𝙩𝙝 PSG has a very special guest joining them in their "Future of women in leadership" webinar.

South African born, Oscar-winning actress - Charlize Theron! Feel free to register using the link below!

02/08/2021

Happy 𝙒𝙤𝙢𝙚𝙣'𝙨 𝙈𝙤𝙣𝙩𝙝!💃💅

The passed year and a half has been trying (to say the least). So for our fellow women out there looking for some inspiration Allan Gray is running a webinar on the 4th August. Feel free to register using the link below.

As Kamala Harris says, “Dream with ambition, lead with conviction and see yourself in a way that others may not see you.”

This pandemic has been a blunt reminder that while we can’t control our environment, there is no time like the present to take control of our journeys, or to use our experience to guide others on theirs – be it at home, at work, in our communities or in aspects of our daily lives, such as our fi...

23/06/2021

𝐓𝐚𝐱 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐞𝐬!

Remember that your Medical Aid, Investment and RA Tax Certificates are now available from all product providers.

#2021

16/06/2021

𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬!

Remember if your year end is Feb your financials are due at the FSCA by the end of June!

#2021

09/06/2021

𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬!

Just a friendly reminder that Medical Aid plan changes need to be finalised by June 18th!

#2021

Address

Unit 4 Bell House, Bell Crescent, Westlake Business Park
Cape Town
7945

Opening Hours

Monday	08:30 - 16:30
Tuesday	08:30 - 16:30
Wednesday	08:30 - 16:30
Thursday	08:30 - 16:30
Friday	08:30 - 14:30

Website

https://approachadmin.co.za/

Alerts

Be the first to know and let us send you an email when Approach Administration posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Approach Us

APPROACH takes care of the administrative needs of your clients and all the stress that comes with the forms and follow ups.

We strive to be part of the solution while acting with integrity and the best interests of you and your client. We are efficient, we act on instructions and we follow things through to completion. We get things done. Like advisors who have honed their skills and have specialist knowledge in investments, risk, medical aid and short term, we have honed our skills in administration, we have built up relationships with each provider to often move mountains. We have taken our administration skills national not assisting advisors all around South Africa, and we do it remotely.

No need for additional office space, salaries or staff worries we have personified outsourcing and brought skilled, motivated and efficient administrators into every office virtually.

You may have an existing administrator or administration team that but still find not enough time in the day to see more clients. The reasons may be lack of experience, too many tasks or multiple tasks of a complex nature. Perhaps they lack the input and guidance due to you not having enough time. The list goes on with the challenges advisors face with employing staff. Some of our clients have and excellent admin team in their practice but they just don’t have a way of dealing with overflows, projects, bottlenecks or someone going on leave.