CAT 2 KI TO OVERSEE ELEMENTS
MUST BE REGISTERED AT THE FSCA
TO START AS SOON AS POSSIBLE
SALARY NEGOTIABLE (MARKET RELATED)
Minu Financial Services are currently recruiting for a Key Individual within the Financial Services industry. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category 2 with a 2.5, 2.7 and 2.13.
The key responsibilities and duties include, but are not limited to: ensuring the firm complies with applicable laws and statutory obligations; ensuring the FSP has Policies & Procedures in place; ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements; Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision; and ensuring the business processes are in place and Firm’s operational ability is sustainable; and, ensuring the firm complies with applicable laws and statutory obligations.
Requirements:
- 2.5 – Shares
- 2.7 – Debentures and Securitized Debt
- 2.13 – Long Term Deposits
- Undergraduate degree, with honors.
- Minimum NQF Level 5 in Finance, Business and/or Wealth Management
- Minimum 5 years FSP management experience
- RE1 Exam required
- RE5 Exam required
- RE3 Exam required
- Class of Business experience in Investments and Structured Deposits
- CPD required Skills:
- Exceptional written, oral, and presentation communication abilities
- Sectoral experience
- Attention to detail
- Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines
- Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels
- Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently
- Computer literate
- Excellent knowledge of financial markets and instruments. Competencies
- Self-starter and initiator
- Honesty and integrity
- Competitive and creative
- Results orientated
- Strong management skills
- Work Remotely
- DOFA report
Please send updated CV with Qualifications to bronwyn@minufs.co.za or kuda@minufs.co.za
WITH CAT 1.13 (DIRECTIVES) CAT 1
MUST BE REGISTERED AT THE FSCA
TO START AS SOON AS POSSIBLE
SALARY NEGOTIABLE (MARKET RELATED)
Minu Financial Services are currently recruiting for a Key Individual within the Financial Services industry. The Key Individual will be responsible for managing and overseeing its activities related to the rendering of financial services as a Category I and Category II FSP. The key responsibilities and duties include, but are not limited to: ensuring the firm complies with applicable laws and statutory obligations; ensuring the FSP has Policies & Procedures in place; ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements; Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision; and ensuring the business processes are in place and Firm’s operational ability is sustainable; and, ensuring the firm complies with applicable laws and statutory obligations.
Requirements:
- Undergraduate degree, with honours.
- Minimum NQF Level 5 in Finance, Business and/or Wealth Management
- Minimum 5 years FSP management experience
- RE1 Exam required.
- RE5 Exam required.
- RE3 Exam required.
- Class of Business experience in Investments and Structured Deposits
- CPD required Skills:
- Exceptional written, oral, and presentation communication abilities
- Sectoral experience
- Attention to detail.
- Excellent organizational, multi-tasking and time management skills with demonstrated ability to work efficiently and meet tight deadlines.
- Strong interpersonal skills and ability to work effectively with large, culturally diverse teams at all levels
- Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate ideas clearly and confidently
- Computer literate
- Excellent knowledge of financial markets and instruments. Competencies
- Self-starter and initiator
- Honesty and integrity
- Competitive and creative
- Results orientated
- Strong management skills
- Work Remotely
- DOFA report
Please send updated CV with Qualifications to bronwyn@minufs.co.za or kuda@minufs.co.za
What will you do?
A position at Snyman van der Vyver exists for a Personal Lines Short Term Consultant based at our offices in the Bellville area. This is an office-bound position.
The Personal Lines Short Term Consultant will be responsible for managing a Personal lines Portfolio of Clients- Renewals, Amendments, and various other underwriting functions.
What will make you successful in this role?
Principal Accountabilities
- Servicing an existing portfolio of Personal Lines Clients.
- Strict adherence of Standard Operational Procedures to ensure excellent service.
- Rendering of Advice /Guidance /Assistance to existing Clients.
Qualifications And Experience
- Matric Qualification
- Fit & Proper
- Completed NQF level 4
- CPD compliant
- At least 3 years Underwriting and/or Client interaction experience in preferably a Short-Term Broker Office environment.
- RE exams successfully completed.
- Class of business training completed.
- Knowledge of Santam Policy wordings and systems.
Knowledge And Skills
- Excellent Santam Personal Product Knowledge.
- Technical underwriting knowledge.
- Good communication skills (verbal and written- Afrikaans & English).
- Excellent inter-personal skills.
- Business Acumen.
- Ability to work within a high-pressure environment as part of the Team.
- System knowledge: Santam PC / FSP /Microsoft.
Our financial planning business is growing and requires the services of an experienced, professional and detail-orientated candidate to deal with client services and administration. The ideal candidate is a responsible multi-tasker, pays attention to detail and takes initiative while still adhering to existing processes and procedures.
Duties include:
Onboarding new clients – This includes:
- Opening and preparing client files and updating our CRM system with new information
- Checking all documents and relevant information
Process new business and switches:
- Application forms captured correctly and signed by clients
- Tracking progress and follow ups
- Send statements and check fees
General client administration:
- Set up, monitor and manage income or ad hoc payments to clients
- Send tax certificates to clients
- Provide investments statements on request to clients and financial planners
- Tax clearance applications and forex transactions
- Updating CRM system with any changes in client information
- Maintain policy replacement and other compliance spreadsheets
- Maintain database of industry contact details
- Communicating with relevant role players to ensure that all client queries are dealt with swiftly and efficiently in a friendly and professional manner
- Handling telephone queries
- Addressing any administrative matters as referred by management
Minimum Requirements
- 5+ Years’ relevant experience in client service and/or administration in an Independent Financial Planning business is essential
- National senior certificate (Matric)
- A Qualification in Financial Planning/Administration/ related field
- Excellent written and spoken communication skills
- Must be highly professional and presentable
- Excellent people skills and the ability to work under pressure
- Responsible and accountable individual that takes charge of his/her work
- Tech savvy with advanced computer skills and knowledge
- Must have high energy levels and be self-motivated, organised and disciplined
- Must enjoy administration and strive to provide excellent client service
Industry
Employment Type
Please send your CV to melissa@foundationsa.com
A well-established brokerage in the Southern Suburbs requires the services of an office based Internal Commercial Broker.
The successful applicant must have a sound knowledge of commercial underwriting with good communication skills and be a team player.
Minimum Requirements:
1) FAIS accredited (RE5 and CPD points for the new cycle)
2) Minimum of 3 years’ experience in a broking environment
3) Cardinal 360 and Excel proficient
Duties and responsibilities include:
1) Processing of renewals, endorsements, and new policies, per internal standards
2) Interacting with clients and negotiating with Insurers
3) Ensuring compliance of client FAIS documentation
Employment package includes Provident Fund and a Medical Aid contribution.
Salary commensurate with experience
Suitable candidates are invited to send their CV with FAIS certificates to vacancies@intasure.co.za
What will you do?
A position at SVDV exists for a position as Claims Assessor based at our offices in Bellville. Please note that the incumbent will be office-bound, and a company vehicle does not form part of the package.
The Claims Assessor will be responsible for the investigation and settlement of non-motor claims in line with internal mandates provided.
Principal Accountabilities
- Gathering information of claim circumstances.
- Authenticating quantum documents.
- Liaoning with service providers.
- Verifying prices of items.
- Sourcing prices as need be.
- Settlement of claims directly with clients.
Qualifications And Experience
- Matric Qualification.
- Formal Training as a Short-Term non-motor assessor.
- At least 5 years’ experience and a proven track record.
- Insurance related qualification will be advantageous.
- Personal lines and Commercial product knowledge of Santam products
Knowledge And Skills
- Technical product knowledge
- Technical underwriting knowledge
- Good communication skills (verbal and written)
- Excellent inter-personal and problem solving skills
- Business skills
- Negotiation
- Conflict management skills
Exceptional opportunities for advisors experienced in Short Term Insurance
What do we offer:
- Opportunity to market multiple products within the Santam Group product range
- Competitive remuneration packages, including lucrative fixed startup component
- Excellent support structure
- Access to leads
- Access to extended and additional support in underwriting
- Membership to funds and schemes, including medical aid, group life & pension fund
Ideal candidates will be responsible for:
- New Business sales: Personal Lines and Commercial Lines
- Client services, renewals and amendments
- Building own portfolio
- Prospecting of new opportunities
- Addressing client needs by offering the relevant solutions and products available
Minimum requirements:
- Matric / Grade 12
- Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
- At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
- RE5 required
- Good written and verbal communication skills
- Clear credit & criminal record
- Own transport and drivers’ license
If you enjoy the challenge of being in control of your career, please e-mail your CV and supporting documents to:
ShortTermOperations@Sanlam.co.za
