Financial Advisor

We are looking for : Financial Advisor 

(Applications for Para Planner/Advisory Associate or Junior Financial Advisor would be considered)

The role encompasses amongst other taking Citadel’s service and product offering to market and engaging with prospective and existing clients.

Qualification

  • Post graduate Diploma in Financial Planning – CFP
  • Relevant B Com degree or CA or LLB
  • Regulatory exam
  • Class of Business courses completed

Strategic business deliverables 

  • Building trusting relationships with new and prospective clients
  • Ensure constant business development – attract new business, leads and top ups from existing clients
  • Provide a financial roadmap and investment solution
  • Manage client’s wealth by effective advice and change implementation
  • Initiate further referrals from existing clients
  • Management of business practice management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships
  • Initiate prospecting events to support business inflows by building quality relationships
  •  Ensure clients are compliant to Houseview and adopt strategies to change implementation accordingly
  •  Management of portfolios under managements
  • Hold bi-annual client meetings with clients
  •  Management and development of an Assistant
  • Keep abreast of changes by attending training, networking conventions
  • Retain clients

Application or enquiries can be sent to : nishik@citadel.co.za

 

Relationship Manager/ParaPlanner

GENERAL JOB INFO:

Verso Wealth Bellville is looking for a self-managed, self-motivated, and coachable individual to join the team as a relationship manager/para planner. The long term view is to gain experience first as a relationship manager whereafter become a paraplanner and if the aspiration exist becoming a financial planner in his or her own right. The incumbent will be part of a small team and will assist an experienced financial planner. The incumbent will report to the wealth planner, operations manager and managing director. The incumbent will be responsible for client services regarding general enquiries from clients and product providers, updating and managing CRM and other required systems, submitting and following up on new business. In time the incumbent duties in respect of preparing for and drafting detailed personalized holistic financial and investment plans as well as office and planning related duties will be added.

The successful applicant must be a focused individual who follow an orderly, detailed, and systematic approach to work, with a high level of accuracy whilst also able to work under pressure. He or she must be a financially discerning individual with clear and concise communication skills in Afrikaans and English – verbal, writing and telephone, and be able to work in a team.

The successful applicant must maintain best practice standards and comply with all present and future statutory and regulatory requirements regarding specific financial products, personal character qualities, qualification requirements, experience requirements and professional conduct.

 QUALIFICATIONS AND EXPERIENCE:

  • Have a relevant degree and preferably studying towards a Post-   Graduate Diploma in Financial Planning;
  • Preferably 5 years relevant work experience in the financial planning and wealth management industry, preferably working with a financial advisor in an assisting or administrative capacity;
  • Knowledge and working experience of relevant systems and tools (CRM and Planning) used in practices;
  • Meet fit and proper requirements; and
  • Fluent in Afrikaans and English.

JOB TYPE:

  • Permanent; full time; on-site.
  • The incumbent will report at our Bellville office.
  • Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.

Compulsory membership of:

  • Employer’s risk benefit schemes.

SKILLS REQUIRED:

  • Computer literacy in Excel, Word and Office is critical;
  • Ability to develop and maintain relationships necessary for the development of rapport with clients;
  • Strong written, verbal, and interpersonal communication skills; and
  • A thorough understanding of compliance issues associated with the providing of financial advice.

KEY DUTIES & RESPONSIBILITIES:

  • Client contact (email & telephonic) for general admin related servicing. Dealing with product providers, following up on new business and servicing. Keeping track on new business pipeline, servicing requests and changes;
  • Completion of quotes (if required) and client application form;
  • Perusing policy documents/ investment contracts to ensure they are issued correctly;
  • Monthly Asset under Management figures and reporting;
  • Saving of all client correspondence and documentation;
  • Following up on fee renewals;
  • Paraplanning capabilities – load existing client details onto CRM and planning system. Do preliminary analysis;
  • Minutes of client meetings;
  • Preparation of meeting packs;
  • Risk Management record keeping for compliance and monitoring purposes;
  • Analysis on Portfolios;
  • Telephonic and email query resolution;
  • Update and timeline management for client reviews;
  • Financial market and fund research;
  • Where required, accompanying the Financial Planner to meetings and draft feedback to be sent to clients timeously;
  • Prepare for review meetings by drafting review reports on behalf of the Financial Planner;
  • Investment Planning;
  • Prepare financial calculations for client portfolios where required;
  • Continuous research of the ongoing developments in investment products;
  • Undertake research of various investment and advice options for clients;
  • Adhere to all compliance in terms of FIC, FAIS and POPIA regulations; and
  • Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements.

TO APPLY:

Those that meet the above-mentioned requirements, and have the proven relevant skills or qualifications, should submit a detailed CV for the attention of Gerda van der Linde to e-mail Gerdav@verso-wealth.co.za by no later than 27 September 2023. In submitting your information to Verso Wealth, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

Should you not receive a response from us by  27 October 2023, accept that your application was unsuccessful.

You may also visit us online at:

* Please note that the Verso Group may add, delete or expire jobs at any time.

 

 

Wealth managers required – sales support

GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. This position is open to Johannesburg and Cape Town applicants.

Key responsibilities

The sales support role will require you to perform following a range of duties to be performed within an agreed service level and quality standard, as advised from time to time which will include, but not be limited to:

  • Client engagements relating to queries.
  • Client engagements relating to pro-active calls in respect of Client Reviews that have been sent.
  • Client engagements including reactive client requirements and pro-active campaigns.
  • Adherence to house-view protocols (peer reviews).
  • The preparation of records of advice relating to new business and advisory transactions.
  • Gathering and uploading client data on GTC’s bespoke financial planning software, TrueNorth.
  • Creating transactional tasks from advice processes
  • Collaboration with other GTC staff in respect of collective communications and engagements with clients, such as webinars, quarterly reports, annual reviews, and event management.
  • Supporting GTC’s sales staff in delivering an outstanding client experience.
  • Adherence to FAIS, FICA and all other relevant legislation is, of course obligatory.

Communication requirements

  • GTC conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential.
  • Native or bilingual proficiency in Afrikaans is an advantage.
  • Liaison with all internal support departments within the designated GTC internal processes to ensure service delivery.
  • Most sales opportunities will be created in the first instance through telephone dialogue. An appropriate telephone manner is therefore a pre-requisite.

Skills and experience required

  • Matric with Higher Grade Maths with a minimum C symbol.
  • Category 1 registered with the FSCA and completed all supervision
    requirements
  • 1-3 years financial planning and wealth management experience
    with a sound knowledge of current retirement legislation.
  • Financial / Commercially qualified graduate.
  • FSCA (FSB) Regulatory Exam Level 5.
  • Intermediate/Advanced knowledge of MS Office (Word, Excel,
    PowerPoint, Outlook).
  • Strong analytical and problem-solving abilities.
  • Self-management with the ability to work under pressure, within a
    defined compliance framework.

Personal attributes

  • Customer and results focused.
  • Sales and service.
  • Deadline adherence.
  • ‘Self-starter’ with a high level of energy.
  • Time management.
  • Professional at all levels.
  • Ability to investigate, analyse, reconcile and solve problems.
  • Ability to cope well under pressure.
  • Well groomed, professional presentation.
  • Uncompromising commitment to the client.
  • Honesty and integrity.
  • Office hours

The success of this sales support position will be largely determined by the successful applicant. Accordingly, working hours are more relevant than office hours and this too will be largely determined by this person. Forty working hours per week is the minimum expected. Actual time spent in the office in this time will be negotiable depending on the applicant.

GTC’s conventional office hours are between 08:00 and 17:00.

 

Short term insurance Commercial Underwriter

Duties:

  • Daily servicing of clients
  • Amendments
  • Renewals
  • Problem Solving
  • Issue new policies
  • Quotes
  • Market Exercises
  • Follow company processes (Renewals, amendments, etc)

Requirements:

  • Grade 12 (matric)
  • Full qualification recognized by the FSCA
  • RE5
  • In-depth knowledge of insurance coverages
  • At least 3 years experience in Commercial lines Underwriting
  • Class of Business:  Short term Commercial lines
  • Proven track record of CPD
  • Certificates of completed Product Specific Training
  • Computer skills (Word, Excel, Outlook, Internet, Flexi)
  • Clear Criminal record
  • Valid drivers license

Salary:

  • Market Related

Email CV to lizelle@stratainsurance.co.za

Sales Consultant and Team Leader

Job requirements

  • RE 5
  • 3-5 years sales experience
  • Short Term and Long Term (advantageous)
  • Registered Debt Counselor (advantageous)

Performance Management

  • Monthly performance checks to be done via KPA measurements.

Resumes which meet the criteria may be emailed to
celine.b@pioneergroup.co.za

Medical Aid Consultant

GENERAL JOB INFO:
An exciting opportunity exists to express your passion for exceptional service in the provision of building and maintaining relationship with clients. The successful applicant would need to be professional, proactive, dedicated, and meticulous.

QUALIFICATIONS AND EXPERIENCE:
A minimum qualification, matric certificate or equivalent.
RE5 required – a RE1 will be advantageous.
Registered with FSCA (DOFA) for:
– Short term insurance personal lines
– Long term insurance
– Health Services Benefits.
Member of the Council of Medical Schemes (CMS).
Minimum 5 years relevant industry related experience after 2 years under supervision.

JOB TYPE:

  • Permanent; full time; on-site.
  • The incumbent will report at our Bellville office.
  • Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:
Negotiable – based on qualification & years of experience.
Compulsory membership of:

  • Verso Umbrella Retirement Provident Fund.
  • Employer’s risk benefit schemes.

SKILLS REQUIRED:

  • Excellent verbal and written communication skills.
  • Sales orientated.
  • Articulate presentation and professionalism.
  • Fluent in English, Zulu, Xhosa, Sotho, & Afrikaans.
  • Presentable voice and confident telephone use.
  • Client service orientated.
  • Attention to detail/accuracy.
  • Organized and assertive.
  • Time management skills.
  • Proactive – uses initiative (Self-starter – able to self-motivate).
  • Must be able to work independently and under pressure.
  • Strong work ethic.
  • Must have empathy and be able to listen to clients.
  • Be a team player.

KEY DUTIES & RESPONSIBILITIES:
MARKETING:

  • To take responsibility for the building and maintenance of relationships with existing companies as well as sourcing of new business via corporate and individual markets.

NEW BUSINESS:

  • To obtain new clients within both the corporate and individual environment and meeting sales targets set.

OTHER:

  • Contacting all new leads within 12 hours.
  • Provide client with feedback.
  • Resolving client queries.
  • Gap cover and medical aid scheme sales.
  • Providing support to clients/members.
  • Providing advice and quotations.
  • General administration on CRM.

TO APPLY:
Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers11@verso.co.za by no later than 9 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

You may also visit us online at:

* Please note that the Verso Group may add, delete or expire jobs at any time.

Claims Administrator (Non-Motor) – Buildings

CLAIMS ADMINISTRATOR (NON-MOTOR) – BUILDINGS 

The position for a Claims Administrator has become available at MUA, Cape Town. MUA is looking for a high energy dynamic individual with a strong claims background in both home and motor insurance. The successful applicant will assist the Claims non-motor Buildings team.

Main Purpose:

  • To ensure that all documentation for new claims is completed and captured on the system.
  • To process, negotiate and finalise all claims falling within the ambit of this position

Main Job Functions:

  • Registration of new claims.
  • Appoint Loss Adjuster/ Investigator if and when necessary.
  • Make critical claims technical decisions in line with MUA’s products and procedures and within the set timeframes (company turnaround times).
  • Update claims and estimates on the system.
  • Manage a diary of the workflow and deadlines for information and service.
  • Make payments as required.
  • Maintain a good relationship of co-operation, feedback and service to Brokers and Service Providers. This includes telephonic and written queries, and correspondence.
  • Provide reports to management as required.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

  • Registered as a representative with the FSCA within the last 5 years for Short Term Personal and Commercial lines – intermediary services without supervision.
  • COB (class of business) completed for Personal and Commercial Lines (if relevant)
  • The incumbent has 3 to 5 years claims experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.
  • Ability to be a team player that can actively encourage open and frank communication in a team environment. Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
  • Positive and willing attitude as well as a service culture
  • Susceptible to change.
  • Ability to prioritise own workload.
  • Ability to remain calm and productive under pressure as this can be a fast-paced job.
  • Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
  • High level of communication skills (both written and verbal).
  • The ability to proactively develop customer relationships, making efforts to listen and understand the customer, anticipating and providing solutions to customer needs to customer satisfaction.
  • Computer Literacy (MS Office: Outlook, Word, and Excel).

If you are interested in applying, please submit your latest CV, copies of full qualification documents and latest DOFA document to: careers@mua.co.za

 

Senior Financial Advisor

GENERAL JOB INFO:
The incumbent will report to the Verso Wealth Managing Director. This position will be responsible for providing professional financial planning and investment advice to existing and prospect base of clients and members of retirement funds. The successful candidate will be responsible for sourcing, retaining, and growing a client base by providing objective, independent life-centered financial planning and advice to clients.

The ideal candidate is to be a self-motivated financial advisor who can work independently at the Bellville offices. The successful candidate must be focused on customer service as well as living the organization’s values of respect, integrity, transparency, professionalism, diligence and striving to continuously grow and develop.

QUALIFICATIONS AND EXPERIENCE:
Academic qualifications:

  • Relevant business-related degree and a post graduate diploma in financial planning.
  • Relevant further qualifications will be an advantage.
  • Being a Certified Financial Planning ® professional will be an advantage.

Experience:

  • At least 8 to 10 years’ experience as a financial planner.
  • A proven record of building and managing a mature and profitable client base.

Other:

    • Meet Fit and Proper requirements in terms of the FAIS Act in order to be appointed as a representative.
    • RE5 certificate and relevant industry training i.e., FICA and POPI.
    • Completed supervision in the following business classes:
      CATEGORY I
      o Long-Term Insurance subcategory A
      o Long-Term Insurance subcategory B1
      o Long-term insurance subcategory B2
      o Long-term Insurance subcategory B2-A
      o Long-term Insurance subcategory B1-A
      o Long-Term Insurance subcategory C
      o Retail Pension Benefits
      o Pension Funds Benefits
      o Money market instruments
      o Debentures and securitized debt
      o Bonds
      o Derivative instruments
      o Participatory interests in a collective investment scheme
      o Long-term Deposits
      o Short-term Deposits
  • A thorough understanding of compliance issues associated with the providing of financial advice.
  • MS Office: Word, Excel & Outlook proficient.
  • Contactable references.
  • Personal attributes:
    o Client centric.
    o Well-spoken and professional.
    o Positive attitude.
    o Problem solver.
    o Good interpersonal skills.
    o Good at multi-tasking.
    o Organized, diligent, meets deadlines.
    o Ability to work independently as well as part of a team.
    o Professionally mature.
    o High ethical Standards.
    o A lifelong student.

JOB TYPE:

  • Permanent; full time; on site.
  • The incumbent will report at our Bellville office.
  • Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.
Compulsory membership of:

    • Employer’s risk benefit scheme.

SKILLS REQUIRED:
We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile role. Ideally you will have –

  • previous experience in a similar position with a thorough knowledge of legislation applicable to the financial industry.
  • excellent interpersonal, marketing, and presentation skills.
  • strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
  • a passion for service delivery and client management.
  • excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
  • a good understanding of the dynamics and value of a team.
  • the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:
The key duties and responsibilities include –

  • Assist clients to grow and protect their wealth by following the Verso Wealth approved holistic financial planning methodology to offer clients advice on financial management; retirement planning; personal risk management; estate planning; investment planning; risk cover – disability, death & dread disease in line with approved product and investment houses and products on the Verso Wealth house view.
  • The successful candidate will be responsible for recruiting new clients.
  • Actively serve new and existing clients, provided by the organization.
  • Work actively with other divisions in the group to develop and grow cross marketing opportunities.
  • Rendering initial and ongoing financial planning advice within the framework of the Verso Wealth FSCA license approved product categories to the existing and prospective clients of the employer.
  • Maintaining best practice standards and complying with all present and future statutory and regulatory requirements as regards specific financial products, personal character qualities, qualification requirements, experience requirement and professional conduct.

TO APPLY:
Those that meet the above-mentioned requirements, please submit your application via a detailed CV for the attention of Ms. K Smit to e-mail careers10@verso.co.za by no later than 15 August 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

TO APPLY:
Those that meet the above-mentioned requirements, please submit your application via a detailed CV for the attention of Ms. K Smit to e-mail careers10@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

You may also visit us online at:

* Please note that the Verso Group may add, delete or expire jobs at any time.

Principal Consultant

GENERAL JOB INFO:

The incumbent will report to the Verso Employee Benefit Consulting MD. The incumbent will consult to our corporate clients on their employee benefits (retirement and risk benefits) requirements. The  benefits consultant provides day to day advisory/consulting, brokerage and administrative services to the employer while also dealing directly with the employees on query resolution, employee  communication, claims and other administrative related tasks.

The ideal candidate would be a motivated, hard-working self-starter with excellent management, business development and strategic planning skills and have the required expertise and relevant experience in retirement fund consulting.

QUALIFICATIONS AND EXPERIENCE:

Academic qualifications:

  • Relevant business-related degree and / or other industry applicable qualification i.e., BCom degree or at least a NQF 6 equivalent.
  • Further studies will be an advantage.

Experience:

  • At least 6 years relevant employee benefits consulting experience, having recently provided consulting services to retirement funds.
  • At least 5 years management experience.
  • A proven record of successful client servicing to employers / retirement funds, and proven new business generation would be an advantage.

Other:

  • FAIS accredited, with excellent technical knowledge of the industry (RE5). The position may also carry Key Individual responsibilities. (RE1), and the successful candidate must have proven and current experience in the following business classes:
    • Short-Term Insurance Commercial Lines, Long-Term Insurance, Pension Funds Benefits, and the various applicable Investment categories.
  • Applicable and proven legislative/industry knowledge required.
  • MS Office: Word, Excel & Outlook proficient.
  • Contactable references.

JOB TYPE:

  • Permanent; full time; on site.
  • The incumbent will report at our Pretoria office.
  • Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.
Compulsory membership of:

  • Employer’s Provident Fund,
  • Employer’s risk benefit schemes, and
  • Discovery Health medical scheme (unless a member of spouse’s medical aid).

SKILLS REQUIRED:

We are looking for an exceptional individual who can demonstrate the strength of character and self- motivation to succeed in a high-profile executive role. Ideally you will have –

  • previous experience in a similar position of employee benefits / retirement fund consulting with a thorough knowledge of legislation applicable to the retirement fund industry.
  • excellent interpersonal, marketing, presentation, and management skills.
  • strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
  • a passion for service delivery and client management.
  • excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
  • a good understanding of the dynamics and value of a team.
  • the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:

The key duties and responsibilities include –

  • Be able to manage a portfolio of clients.
  • Maintain existing business and acquire new business through cross selling, business -partnerships and individual initiatives, to grow business.
  • Maintain strong working relationship with different business channels and external consultants by offering excellent customer service relating to employee benefits products.
  • Collecting market intelligence and prepare reports to management for formulating marketing strategy.
  • Analyzing, developing, implementing, and communicating client EB solutions.
  • Arranging and attendance of Trustee / Manco meetings, as well as the provision of secretarial services. Prepare and distribute agenda packs for meetings. Take minutes of meetings.
  • Ensure the quality of information flows to our clients.
  • Deliver compelling business solutions to support clients in achieving their goals.
  • Establish a relationship with key decision makers, the participating employer & trustees.
  • Set an annual year plan per Fund and arranging Trustee/Manco meetings and other Fund activities.
  • Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund.
  • Manage service providers.
  • Prepare and conduct member presentations.
  • Conduct risk re-brokes.

TO APPLY:

Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers16@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

You may also visit us online at:

* Please note that the Verso Group may add, delete or expire jobs at any time.

Managing Director: Employee Benefits Consulting

GENERAL JOB INFO:

The incumbent will report to the Verso Consult CEO and will direct and control the Verso Employee Benefits Consulting business and give strategic guidance and direction to the Board, to ensure that the Company achieves its mission and objectives. The incumbent will lead and manage a team of employee benefit / retirement fund consultants and administration staff (including at our respective branch offices), ensuring that all targets are achieved, and that each consultant has delivered compelling business solutions to support their clients in achieving their goals.

The ideal candidate would be a motivated, hard-working self-starter with excellent management, business development and strategic planning skills and have the required expertise and relevant experience in retirement fund consulting.

QUALIFICATIONS AND EXPERIENCE:

Academic qualifications:

  • Relevant business-related degree and / or other industry applicable qualification i.e., BCom degree or at least a NQF 6 equivalent.
  • Further studies will be an advantage.

Experience:

  • At least 10 years relevant retirement fund consulting experience, having recently provided consulting services to retirement funds.
  • At least 7 years management experience.
  • A proven record of successful client servicing to retirement funds, and proven new business generation would be an advantage.

Other:

  • FAIS accredited, with excellent technical knowledge of the industry (RE5). The position also carries Key Individual responsibilities. (RE1), and the successful candidate must have proven and current experience in the following business classes:
      • Short-Term Insurance Commercial Lines, Long-Term Insurance, Pension Funds Benefits, and the various applicable Investment categories.
  • Applicable and proven legislative/industry knowledge required.
  • MS Office: Word, Excel & Outlook proficient.
  • Contactable references.

JOB TYPE:

  • Permanent; full time; on site.
  • The incumbent will report at our Bellville office.
  • Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.

Compulsory membership of:

  • Employer’s Provident Fund,
  • Employer’s risk benefit schemes, and
  • Discovery Health medical scheme (unless a member of spouse’s medical aid).

SKILLS REQUIRED:

We are looking for an exceptional individual who can demonstrate the strength of character and self-motivation to succeed in a high-profile executive role. Ideally you will have –

  • previous experience in a similar position of employee benefit / retirement fund consulting with a thorough knowledge of legislation applicable to the retirement fund industry.
  • excellent interpersonal, marketing, presentation, and management skills.
  • strong organizational skills, attention to detail and goal–orientated with an eager competitiveness for success.
  • a passion for service delivery and client management.
  • excellent verbal and written communication skills in both English and Afrikaans (more languages an advantage).
  • a good understanding of the dynamics and value of a team.
  • the ability to thrive under pressure.

KEY DUTIES & RESPONSIBILITIES:

The key duties and responsibilities include –

  • Direct and control the work and resources of the division and ensure the recruitment and retention of well-motivated and trained staff to ensure that its mission and objectives are achieved.
  • Develop and implement comprehensive corporate and business plans and monitor progress against these plans to ensure that the Company attains its objectives as cost-effectively and efficiently as possible.
  • Provide strategic advice and guidance to the Verso Consult CEO and the Board, to keep them aware of developments within the industry and to ensure that the appropriate business models are developed to meet the Company’s mission and objectives.
  • Develop and maintain research and development programs to ensure that the Company remains at the forefront of the industry, offering leading-edge and cost-effective products and services.
  • Prepare and oversee the implementation of the annual budget to ensure that budget targets are met, that revenue flows are maximized and that fixed costs are minimized.
  • Develop and maintain an effective marketing and public relations strategy to promote the products, services, and image of the Company in the wider industry.
  • Represent the Company and build trust relationships with clients, service providers and other key stakeholders.

TO APPLY:

Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers06@verso.co.za by no later than 2 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

* Please note that the Verso Group may add, delete or expire jobs at any time.