About the company

National Healthcare Group, established in 2017, offers affordable private primary healthcare insurance products to South Africans who have previously been unable to access private healthcare.

An extensive doctor network, well situated throughout South Africa, and a hands-on business philosophy have allowed the group to develop an intimate understanding of the needs of the low-cost market. National HealthCare is accredited as an Administrator and Managed Care Organisation and provides a comprehensive range of healthcare services including provider network management, managed care, and administration services to more than 140,000 beneficiaries.

Initial access to care for NHC members is via a nurse on WhatsApp, making it simple and easy to connect with medical care rather than stand in long queues in public hospitals or having to phone doctor practices.

National Healthcare’s primary target market is employers who have employees not covered by medical care.  This benefits both the employees who get private care and the employer who suffers less absenteeism from long hospital visits and or employees who just don’t access public care.

About the Role

We are looking for an Insurance Broker to join NHC to build their own team of brokers from the ground up, with a passion for selling and a passion for mentoring and team-building.

Do you:

• Have a deep ambition and focus to sell affordable medical insurance products to employers and their staff, to meet your financial goals and our financial goals?
• Have a passion to build a team of apprentice brokers and brokers who have the confidence and passion to sell but who might need the training and your guidance to reach their goals

Key Responsibilities

• Advise clients on a range of medical insurance products, ensuring needs-based, compliant, and ethical recommendations.
• Identify new business opportunities and grow the customer base through networking, referrals, and outbound strategies.
• Recruit, train, and mentor apprentice insurance brokers, providing guidance, coaching, and performance feedback.
• Lead a team of junior brokers/salespeople to meet or exceed sales goals and performance metrics.
• Stay informed about changes in health insurance regulations, policies, and products.
• Collaborate with internal departments (e.g., marketing, compliance, and operations) to streamline client services and team development.
• Maintain high client retention through strong relationship management and post-sale service.

Requirements

• Grade 12/NQF 4 Equivalent qualification
• FAIS Representative Regulatory Exam Level 5 passed
• Valid driver’s license and own transport.
• At least 2 years’ experience as a Broker Consultant.
• Product knowledge and competitor intelligence.
• Proficient in English
• Experience in the Mass Market (optional)
• Experience working with teams and building teams
• Strong communication, interpersonal, and negotiation skills.
• Proven sales performance and leadership capabilities

Preferred Traits

• Confident, ethical, and highly self-motivated.
• Entrepreneurial mindset
• Naturally collaborative and capable of inspiring others to achieve their best.
• Enjoys mentoring and takes pride in the development of talent.
• Adaptive to a fast-paced, performance-driven culture.

What We Offer

• Competitive base salary with performance-based incentives.
• Opportunity to build your own high-performing team and grow within the company.
• Ongoing professional development and leadership training.
• Supportive and dynamic work environment.
• Access to a broad portfolio of leading insurance carriers and products.
• Tools, technology, and resources to support your sales efforts and team building.

Join Us

If you’re an ambitious, registered insurance broker ready to take the next step in your career with leadership, mentorship, and strategic growth, we want to hear from you.

Apply now and be part of a company that invests in your future and the future of those you lead while servicing the needs of people in South Africa

Send your CV to shanice@nationalhealthcare.co.za.

Only shortlisted/successful candidates will be contacted within the next four (4) weeks

About the Employer
Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.
At Optivest, medical schemes and medical scheme related products are our specialty. It is our vision to enable all South Africans to get medical cover, that suits their individual and family needs while saving them money.

About the Position
The CEO of Optivest Health Services, located in Durbanville, Western Cape has a unique opportunity for a seasoned Financial Advisor to join the business in establishing an exciting new venture, expanding its suite of financial services to a broader set of multi-faceted solutions. This role will report directly to the CEO from the outset and play a pivotal role in all facets related to this initiative.

Due to the objective and nature of this role, only established Financial Advisors who meet all the minimum requirements for the role will be considered.

General Requirements

• Own transport – willing to travel
• Be in good health.
• Reside in Northern Suburbs.
• Excellent attendance and time keeping record.
• Professional demeanor.
• Track record of delivery and excellence

Key functions

• Establish core capability of non-health i.e. Risk, Invest, Short Term portfolio of financial services
• Engage face-to-face, Telephonically, and electronically with existing and new clients
• Build, Manage and retain a portfolio of clients
• Financial Needs analysis discussion and comparative quote preparation.
• Provide best advice – recommend product that will meet the need of client and protect client against identified risks.
• Lead management and conversion
• Online & telephonic (Voice recorded) capturing of sale.
• Follow up sale with product house up to activation

Minimum Qualifications/accreditation required

• Matric (Grade 12)
• Valid CMS accreditation
• RE5 Certificate
• DOFA record from FSCA to be furnished upon first interview date
• Inseta record of additional qualifications i.e. relevant to financial services industry
• Advanced qualification in Financial planning strongly preferred
• Fully Fit & Proper as per FSCA regulations

Minimum Experience required

• Minimum 5 years’ experience in Financial Service industry in an Advisor capacity
• Medical scheme advice and/or service experience (Minimum 5 Years)
• Full accreditation and experience in Discovery suite of products

Our client, one of South Africa’s leading banking and insurance institutions is seeking financial planners who will partner with clients to build their wealth, protect their assets and achieve their dreams.

What our client needs is someone who can:

• Develop customised financial plans tailored to the client’s needs, including investments, retirement planning and insurance.
• Build and maintain long-term relationships with new and existing clients.
• Stay up to date with the financial markets, product offerings and regulatory requirements.
• Provide advice while ensuring full compliance with the Financial Advisory and Intermediary Services (FAIS) framework.
• Consistently achieve and exceed performance targets while prioritising clients’ needs.

What you will bring is:

• A relevant qualification in Financial Planning, Economics and/or similar (NQF level 5 or above preferred).
• FAIS accreditation and completed Regulatory Exam (RE5) certification.
• A passion for building meaningful relationships with clients.
• Excellent communication and interpersonal skills.
• Strong sales or business development experience (advantageous);
• Highly motivated with proven ability to meet and exceed targets.

What you will gain is as follows:

• Competitive commission-based structure (including recurring income potential, medical aid and death benefits, bursary programme and incentives).
• Access to cutting edge tools, training and development opportunities to enhance your career.
• Be part of an innovative inclusive and people centric organisation.

Forward your CV’s to recruitment@inthrs.com

We are seeking a bright, capable and dedicated Broker Support Manager to join our small dynamic short-term insurance brokerage based in Newlands, Cape Town. This will become a hybrid position requiring three days per week in the office.

REQUIREMENTS

A minimum of 10 years recent experience as a short-term insurance broker in a small office environment.
Proven expertise in at least two of the following areas:
Commercial insurance (Essential)
Personal insurance
Claims management
Strong computer literacy, especially in Microsoft Excel.
Excellent command of written and spoken English.
High level of accuracy, attention to detail and lateral thinking.
Strong interpersonal skills.

Qualifications above NQF Level 5 are a prerequisite or alternatively extensive experience as a short – term insurance broker.

Salary is highly negotiable for the successful candidate.

Please submit your CV together with a short letter of application to intellibrokers@worldonline.co.za

CURA ADMINISTRATORS (PTY) LTD – A professional well-established Underwriting Manager in short-term insurance (top up cover) and long-term insurance (funeral policies).

We are seeking a dynamic, skilled and dedicated Broker Consultant to join our dynamic Underwriting Manager Business in Moreleta Park, Pretoria.

Requirements

• A minimum of 5 years recent experience as a Broker Consultant in Medical Scheme related Top up cover insurance environment.
• Proven expertise in the following 2 areas:
• Medical Scheme & Top Up Cover Products (ESSENTIAL)
• Servicing Insurance Brokers linked to a UMA/NMI
• Strong computer literacy
• Excellent command of written and spoken Afrikaans and English
• High level of accuracy, attention to detail and lateral thinking
• Strong interpersonal skills

A FSCA recognized qualification is a prerequisite. Candidates with a RE5 certificate will be preferred.

Salary is negotiable for the successful candidate.

Please submit your CV to rudolph@curaadmin.co.za

Independent Wealth Managers (Pty) Ltd is looking for a paraplanner to provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.

Key responsibilities

• Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
• Preparation of Financial Plans (Death, Disability, Retirement and Estate)
• Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
• Client portfolio investigations (both investment and risk products)
• Keeping abreast of the changing tax and legal environment
• Once recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.
• Investigation of new opportunities in an ever-changing environment (such as, but not limited
  to, technical investigations into new products/structures/processes)
• Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations and are not process driven
• Client communication and follow up regarding all areas of the Paraplanner’s responsibility

Key performance measures

•  Professional Growth/Development
• Personal professional milestones are achieved as per training schedule
• Meet all deadlines timeously
• Client documents and related information for all areas of responsibility including client meetings and reviews meetings are prepared accurately and timeously
• All work is completed accurately with attention to detail
• Paraplanner takes responsibility for checking own work
• Consistent high quality of work is evident in thorough preparation
•  Financial Planner is kept fully appraised and regularly updated on all developments/updates regarding clients
• Paraplanner schedules/initiates weekly task meetings with Financial Planner; as well as, as-and-when required in order to proceed with your work
• Client communication and follow up
• Paraplanner to timeously and in a professional manner, communicate with clients (i.e. face to face, by email or telephonically) relating to all areas of responsibility pertaining to the Paraplanner’s tasks (i.e. information gathering, document sending,
  follow ups etc.)

Important relationships

• Financial Planners
• Managers
• Administrators
• Other professional advisors e.g. Attorneys and Accountants
•  Clients
• Paraplanner Team Members
• Product providers

Qualifications

Postgraduate Diploma in Financial Planning – complete or in progress
FPI Competency Exam – complete or in progress

Experience

 Broad knowledge of global financial markets is desirable.
 Financial planning industry experience of at least 2 years is preferable.

Special skills/ competencies

• Attention to detail – Detailed and accurate
• Clear thinker
• Ability to work well under pressure
• Independent and creative problem solver
• Initiative – Ability to achieve agreed outcomes without supervision
•  Excellent administrative, research, report writing and communication skills
•  Excellent analytical skills with a preference for working in a structured, planned manner
•  Understanding of the Financial Planning process
• Able to work within defined business processes
• Prioritise and plan own workload
• Ability to multi‐task and prioritise effectively
• Articulate
• Excellent inter‐personal skills, both written and verbal
•  IT skills
• Team player

JOB PURPOSE:

To research and evaluate listed equity securities (JSE-listed and potentially offshore) to provide actionable investment recommendations. The role supports portfolio managers or external clients with valuation models, thematic insights, and stock-specific analysis in line with investment strategy.

The successful candidates will be part of the investment team and report to the Portfolio Managers who run and manage portfolios. They must have a keen interest in investments and eager to learn.

KEY RESPONSIBILITIES:

• Conduct fundamental research and analysis of companies, sectors, and macroeconomic trends.
• Build and maintain financial valuation models (DCF, multiples, SOTP, NAV).
• Prepare and present investment reports and stock recommendations (buy/sell/hold).
• Attend company results presentations, analyst briefings, AGMs, and investor days
• Perform management meetings and engage with listed company IR teams.
• Monitor and report on industry trends, regulatory changes, and corporate actions.
• Collaborate with portfolio managers, ESG analysts, and quant teams where applicable.
• Track key KPIs, earnings revisions, and market sentiment.
• Ensure alignment with internal compliance, FAIS, and FSCA regulatory standards.

FAVOURABLE SKILLS AND PERSONALITY ATTRIBUTES:

• Advanced computer Literate – MS Word, MS Excel and PowerPoint
• Strong financial modelling and valuation capability (Excel, FactSet, Bloomberg, Reuters).
• Understanding of IFRS financial statements and corporate finance principles.
• Proficiency with PowerPoint and report-writing tools.
• Good communication Skills (Verbal and written) at all levels
• Good interpersonal and leadership qualities. Highly driven and self-motivated.
• Excellent analytical and critical thinking skills.
• Strong written and verbal communication.
• Commercial acumen and market awareness.
• Ability to work independently and in a team.
• Professional integrity and ethical judgment.

QUALIFICATIONS AND EXPERIENCE:

• Consistent excellent academic achievement.
• Strong accounting background. Newly qualified CA.
• 2 – 5+ years of relevant experience as an Equity Analyst or Investment Analyst.
• CFA qualifications (partial or complete) favorable.

KNOWLEDGE & COMPETENCIES:

Independent thought process. Strong planning and organizational skills . Working with people (client interaction and presentations). Driven and Self Motivated. Passionate about financial markets.

OTHER:

• Available: Immediately
• Offer: Salary competitive in terms of basic salary and performance bonus
• Job type: Permanent

To apply, please e-mail the below documents (ideally in a single pdf file) to Ms Nomonde Majikela info@mianzo.co.za

• A covering letter. In the cover letter please tell us about yourself, why you have studied what you studied and why you want to pursue a career in Asset Management. Generic cover letters will not be accepted.
• Your full curriculum vitae with the names and contact details of referees.
• Certified copies of your academic transcript.

Please ensure the title and reference number are indicated in the subject line.

An application which does not comply with the above requirements will be regarded as incomplete. Only shortlisted candidates will be contacted and will be required to undergo assessments.

Shortlisted candidates will be subjected to the following:

• ITC Checks.
• Qualification Checks.
• Reference Checks.
• ID and Criminal Checks
• Psychometric assessments.
• A short project to assess investment knowledge covered in tertiary.

Telephone: +27 21 552 3555                                                    Website: www.mianzo.co.za

Reference number: EA002                                                       Closing date: 15 July 2025

Mianzo Asset Management is committed to the pursuit of excellence, diversity, and redress in achieving its equity targets. Our Employment Equity Policy is available upon requests. For this post we seek particularly to attract South African female candidates of all demographics.

Mianzo Asset Management reserves the right to extend the closing date if deemed necessary and reserves the right to make no appointment. Should you not receive any response in respect of your application, please consider your application unsuccessful.

Main purpose of the job

Proactive and efficient Execution of The Administration Duties

Key responsibilities

• Completing forms for client’s risk and investments applications, submitting and processing the aforementioned instructions such as but not limited to New Business, Switches, Redemptions, Debit order changes and general servicing client requests.
• Handling queries on clients’ portfolios.
• Obtaining statements and tax certificates from various Product Providers.
• Preparation of meeting files.
• Email /Phone clients and various Product Providers on a regular basis.
• Calling and emailing various Product Providers / Assurance Companies to obtain information.
• Problem solving.
• Manage and take responsibility for tasks.
• Email client’s (using X-Plan and Outlook). Always confirm address on XPlan if emailing from Outlook.
• Constant interaction with all Financial Planners.
• Multi-Tasking as various duties need immediate attention – cope well under immense pressure
• Provide cover at Reception (operate switchboard)
• Emptying of post-meeting files timeously
• Particular attention must be paid to submissions, as the various cut off times must be observed and kept.
• Emptying of the client files must be finalized within 24-hours of meeting with the Clients.
• Emptying of no-show/missed meeting client files.
• Co-ordination of functions if required.
• Estates; winding up of Estates, preparation of Estate Pack, constant follow ups with various parties, assisting attorneys as well as regular updates to Clients/Beneficiaries on IWM Books
• XPlan: Updating and maintaining of Client Static Details on XPlan
• Saving of documents in correct Client Folders on S/Drive

Key performance measures

1.            Professional Growth/Development

• Personal professional milestones are achieved as per training provided
• Administrator takes responsibility for checking own work
• Consistent high quality of work. Thorough preparation
• Accountability; Taking ownership of tasks. Updating Administration Manager on issues as soon as they arise. Actively participating in resolving problems from start to end, by ensuring the affected Client’s needs are met.

2.            Meet all deadlines timeously, zero tolerance for overdue tasks

3.            All work is completed accurately with attention to detail within a reasonable time

• Execute tasks with a high degree of accuracy

4.            Client Servicing

• Keeping Clients happy
• Financial Planner is kept fully updated and regularly updated on all developments/updates regarding clients
• Proactive in dealing with queries & efficient Client Servicing i.e. go extra mile to resolve queries.

5.            Standard Business Process

• Adhering to IWM Standard Processes per the Standard Business Practice, at all times
• Receipt of Client documents and related information for all areas of responsibility. Proper record keeping to be adhered to.
• Scheduled regular meetings with Administration Manager to be adhered to. Administrator to be proactive in addressing possible issues, while keeping the Manager updated at all times.
• Follow reasonable requests from Managers. Should request differ from action taken, this is to be discussed with the Manager.

Important relationships

•  Financial Planners
• Directors
• Managers ( Administration Manager, Business Manager, Paraplanning Manager)
• Administrators
• Paraplanners
• Clients
• Product Providers

Qualifications and Experience

• Broad knowledge on financial services and Client Services
• Experience in Financial Planning preferable
• IT skills

Special skills/ competencies

• A positive and enthusiastic attitude.
• High attention to detail and accuracy.
• Strong decision-making skills
• Passion for Client Service
• Excellent verbal and written communication skills
• Ability to thrive in a team-based environment while still being able to self-initiate and work independently
• Strong interpersonal skills with a high ability to build trusted relationships internally and externally with clients
• Superior organizational and time management skills while juggling multiple priorities
• Professional image
• Thorough knowledge of applicable policies and procedures including X Plan
• Expert knowledge of product providers policies and procedures
• Tenacious and resilient
• Ability to work well under pressure
•  Independent and creative problem solver
• Initiative – ability to achieve agreed outcomes without supervision
• Excellent administrative and research skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Understanding of the Financial Planning process
• Timeous Client complaint resolution
• Demonstration of efficient and pro-active skills
• Motivation, organisation, accountability
• Excellent telephonic communication skills
• I.T. skills; above average Computer literacy, MS Word, Excel, Outlook
• Deadline driven
• Punctuality
• Use of Initiative
• Taking total ownership of work tasked to completion
• Promoting the Values and Team ethos while embracing the IWM culture
• Willingness to go the extra mile to achieve results
• Be able to work under little supervision – Full training will be provided on tasks