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

• Financial Services

Employment Type

• Full time (in office)

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

Role Description:

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise.

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance
• Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements:

• Grade 12 (Matric)
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

Role Description:

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise.

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser
• Collaborate effectively with others to achieve personal results
• Accept and live in partnership with the company values
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients
• Appropriate interpersonal and communication techniques to gain client acceptance
• Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements:

• Grade 12 (Matric)
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

Job Description:

• To provide advice on a specific range of products provided by Old Mutual and in line with the customer value proposition & compliance framework.
• The specific range of products are focused on a subset of the South African, market i.e. Mass Market at R 5 000 to R 25 000 income.
• Agents are individually accountable for achieving results through their own efforts and in-line with targets set by their respective Franchise

This opportunity is for a candidate wanting to:

• Build a professional career in the financial services industry
• Work with the independence of managing your own time, tasks and output
• Where your entrepreneurial drive is rewarded; with the more you sell the more you earn
• And you have the ability to create an unlimited earning potential based on the effort you put in

Skills Required:

• Be accountable for service delivery through own efforts.
• Develop your career in line with legislative requirements for the professional role as a Financial Adviser
• Collaborate effectively with others to achieve personal results.
• Accept and live in partnership with the company values.
• Treat customers fairly in your role of providing financial advice
• Establish sound working relationships
• Maximise opportunities with prospective clients.
• Appropriate interpersonal and communication techniques to gain client acceptance.
• Develop, track & review business plan to meet individual performance targets
• Engage in prospecting independently or through franchise developed opportunities

Role Requirements:

• Grade 12 (Matric)
• Valid Driver’s license (Advantageous)
• FAIS Compliance or proof of progress towards compliance
• Clear criminal and credit check
• Minimum 1-3 years working experience (Sales preferred)
• Presentation skills (Advantageous)

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

Galileo Capital Group

Galileo Capital Group (Pty) Ltd is a financial services company that offers wealth management, retirement planning and investment management services. We provide unbiased and objective investment advice to our clients. We have world class staff and exemplary processes that enable us to create unique, well-structured solutions for our clients.

Role & Reporting Structure

Role Title: Finance and Human Resources (HR) Administrator
The successful candidate will report to the Financial Director and the Operations Executive.

Job Responsibilities

The successful candidate will assist the Financial Director in the daily financial operation of the Galileo Group of Companies. The role requires a strong attention to detail, excellent organizational skills, and the ability to work collaboratively with other team members.

The successful candidates will be responsible for the financial administration of issuing invoices, doing reconciliations, electronic filing of documents, financial query resolution, update asset registers and updating insurance policies.

The successful candidates will be responsible for the HR administration of preparing job offer and employment documentation, updating group life insurance details, manage leave administration, keep a skills and CPD register, maintain employee records.

Periodically, the successful candidate will be to liaise with banks, auditors and other financial institutions.

Dependent on capability, attitude and loyalty, the successful candidate could also work towards becoming a bookkeeper/accountant over time.

Behavioural Competencies:

• Ethics
• Integrity
• Ownership of responsibilities and tasks
• Self-starter and self-motivated
• Ability to work under pressure and deadlines

Technical Competencies:

• Attention to detail
• Highly organised
• 2-3 years’ experience in a finance or HR admin position
• A degree in business, finance or accounting

Geographically, we are looking for applicants able to work in Johannesburg.

Interested applicants to email CVs referencing relevant experience to CVS@galileocapital.co.za

Only short-listed candidates will be responded to. Application close on the 14th of May 2023.

Our client is looking to Employ Financial Focused Advisors with the following:

Exposure and Skills (Essential):-

• Be able to establish and maintain a professional relationship/client base with Individuals/Businesses;
• Be able to Analyse and Evaluate the Financial Planning needs of Individuals/Businesses and help them with Investments and Insurance decisions;
• Prospect for new clients through various means to ensure good pipeline for the business;
• Must adhere to all quality standards and measures as well as comply with all the necessary Legislative and Regulatory Requirements;
• Must have a proven track record in Achieving/Exceeding targets consistently in line with previous and current Company’s targets;
• Be an ambassador for the brand by living the company values in all interactions with internal and external stakeholders;
• Have a good understanding of Wealth Management and/or Short/Long-term Insurance;
• Have exceptional Interpersonal, Networking and Strong Negotiation skills;
• Have an Entrepreneurial mind set;
• Have effective planning, organising and time management skills.

Experience (Essential):-

Minimum of 12 months + of sales experience and be able to produce evidence of previous vetted commissions.

Advisors must have the following (Essential):-

• Grade 12;
• A Bachelor’s Degree in Finance/FAIS Recognised Qualification (NQF 5);
• RE5 Certificate;
• Own Reliable Transport with a Valid Driver’s License;
• A Clear ITC and Criminal Record;
• An established client network would be advantageous.

What is on offer to successful Advisors:-

• Unlimited earning potential;
• Excellent support structure;
• Continuous training and development;
• Various rewards and recognition for outstanding performers;
• Franchise opportunities for suitably qualified candidates;
• Buying of books from Financial Advisors who are looking to retire or leave the industry.

Only Advisors who have the Exposure, Skills, Experience and a Proven Track Record in the above MUST APPLY. 

NB: All Applications MUST BE emailed to sanlamrecruitment@cmhconsulting.co.za with the following documentation (Essential):- 

• Detailed CV;
• Bachelor’s Degree in Finance/FAIS Recognised Qualification (NQF 5);
• RE5 Certification/Registrations;
• FSCA DOFA Report;
• Proof of CPD and COB;
• Copy of Drivers Licence;
• Certified ID Copy;
• Payslip.

A START-UP IS LOOKING TO EMPLOY SENIOR FINANCIAL ADVISORS WITH THE FOLLOWING:
 
EXPOSURE AND SKILLS (ESSENTIAL):-

• Must be able to establish and maintain a professional relationship with Individuals/Businesses;
• Must be able to gather data against the Individual/the Businesses goals;
• Must be able to Analyse and Evaluate the Financial Planning needs of Individuals/Businesses and help them with Wealth Management and Insurance decisions;
• Must be able to develop, present, monitor and review financial planning recommendations and/or alternatives to Clients/Businesses;
• Risk Management;
• Must be able to Build your own Long Term Insurance and Investment Portfolio’s;
• Prospect for new clients through various means to ensure good pipeline of business;
• Must be ofay with all quality standards and measures as well as comply with all the necessary Legislative and Regulatory Requirements;
• Must have a proven track record in Achieving/Exceeding targets consistently in line with previous and current Company’s targets;
• Must be an ambassador for the brand by living the company values in all interactions with internal and external stakeholders;
• Have a good understanding of Wealth Management and/or Short/Long-term Insurance;
• Have exceptional Interpersonal, Networking and Strong Negotiation skills;
• Experience in Business Development (B2B etc) and have an Entrepreneurial mind set;
• Have effective planning, organising and time management skills.

EXPERIENCE (ESSENTIAL):-

3+ years of Sales experience in Wealth Management and/or Long /Short-term Insurance.

ADVISORS MUST HOLD THE FOLLOWING (ESSENTIAL):-

• Grade 12;
• A Bachelor’s Degree in Finance/FAIS Recognised Qualification (NQF 5);
• RE5 Certificate;
• Own Reliable Transport with a Valid Driver’s License;
• Meet all FAIS Requirements;
• A Clear ITC and Criminal Record;
• An established client network would be advantageous.

ONLY ADVISORS WHO HAVE THE EXPOSURE, SKILLS, EXPERIENCE AND A PROVEN TRACK RECORD IN THE ABOVE MUST APPLY.

NB: ALL APPLICATIONS MUST BE EMAILED TO recruitment@cmhconsulting.co.za  WITH THE FOLLOWING DOCUMENTATION (ESSENTIAL):- 

• Detailed CV;
• Bachelor’s Degree in Finance/FAIS Recognised Qualification (NQF5);
• RE5 Certification;
• FSCA DOFA Report;
• Proof of CPD and COB;
• Certified ID;
• Marriage Certificate;
• Proof of Banking Details.