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 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.

Two FSP’s require a KI for the following categories:

• Long- Term Insurance Subcategory B1
• Long – Term Insurance Subcategory B2-A
• Long – Term Insurance Subcategory B1-A
• Long – Term Insurance Subcategory C
• Retail Pension Benefits
• Participatory interests in a collective investment scheme
• Directives (1.13)
• Long Term Deposit
• Short term Deposits

MUST BE REGISTERED AT THE FSCA

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

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

Please send updated CV with Qualifications to bronwyn@minufs.co.za or natalie@minufs.co.za

 Job Details

• Category: Secretarial/Administration/Office Support
• Job Title: Executive Client Portfolio Administrator
• Company Overview: See www.fidius.co.za
• Location: Boardwalk Business Park, Olympus, Pretoria
• Remuneration: Dependent on relevant experience and skill.

Job description

• Support to Financial Planners in an office environment through general and client portfolio administration with executive duties to include, but not limited to:
• Understand, execute and manage intermediary services as defined by the FAIS act.
• Receive and execute tasks and instructions via email, electronic voice and telephone.
• Prepare reports and correspondence, typing, data capturing and CRM.
• Maintaining client relationship, liaison via email telephone etc.
• Liaison with service providers, instructions to and management of their execution.
• Keeping and execution of minutes, in meetings, conference calls or in client consultation.
• Review and maintain ongoing instructions and client portfolios.
• General influence to maintain a professional office environment.

Qualification and experience

• A relevant bachelor’s qualification or at least matric with mathematics and/or commercial subjects such as accounting, economics etc;
• Basic understanding of economics, financial markets, income tax and accounting.
• Knowledge of insurance and investment administration and understanding of regulation.
• Computer literacy (MS Office), understanding of CRM systems, swift accurate typing skills;
• Afrikaans and English with good communication, verbal and writing skills;

Personal competencies

• • Tactful, patient, group orientated team player, methodical, detail conscious, accurate and tidy;
  • Able to operate independently;
  • Results orientated, energetic, productive and able to show initiative;
  • Ability to prioritise activities and adjust effectively;
  • Manage difficult situations calmly, with optimism and be resilient under pressure.

A well-established Insurance Brokerage in the Southern Suburbs is looking to recruit a Claims Negotiator with the below requirements.

Minimum requirements:

• Matric
• Full NQF 4 (120 Credits)
• RE qualification essential
• Minimum 5 years claims handling experience essential – Personal Lines and Commercial
• Good computer skills and CIMS proficient
• Sound knowledge of Motor & Non-Motor claims settlement.
• Be able to work under pressure with minimal supervision.
• Ability to be a team player that can actively encourage open and frank communication in a team environment.
• Subscribe to the purpose, vision and values of the company.

Responsibilities:

• Coordinate and oversee, manage, negotiate and settle claims end to end
• Register claims and appoint assessors
• Manage claims in terms of SLA’s
• Make decisions regarding merit
• Negotiate settlements
• Manage salvage process (motor & non-motor salvage)
• Daily system updates
• Liaise with stakeholders
• Prompt feedback and handling of complaints (internal & external)

Salary commensurate with experience.
Position is Office Based – Southern Suburbs, Cape Town.
The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to
vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

Are you interested in Sales, becoming an Adviser/ Broker Consultant? If yes, this programme is for you!

18 Months Programme

Requirements:

• Matric or NQF Level 4 qualification
• Diploma or Short-Term Insurance qualification will be advantageous

Competencies required:

• Excellent verbal and written communication
• Willingness  to do sales
• Dynamic, self-motivated, takes responsibility and ownership of tasks
• Ability to build networks and good relationships

Programme offers:

• Training in all aspects of Short-Term Insurance
• Job training to become an adviser/ broker consultant

Apply now! Submit your CV, academic transcripts and ID Copy  – Link: https://www.psg.co.za

Should you experience technical problems, please email; Graduates@psg.co.za

Closing date: 30 December 2022

The position of Manager: Broker Relations has become available to service in the Gauteng region. MUA is looking for an energetic, dynamic individual with a strong marketing/sales and underwriting background in personal lines short term insurance.

Main Purpose:

• To promote the MUA products and services in order to retain, establish and manage profitable business relationships.
• To be a strong brand ambassador for the business.

Main Job Functions:

• To build strong and meaningful relationships with current and new brokers, which will translate into profitable growth.
• To visit allocated portfolio of brokers according to a schedule agreed with the regional manager.
• To identify and action new broker acquisitions.
• To investigate dormant brokers and take action where necessary.
• To manage and take part in Broker entertainment.
• To provide input to annual budget preparation and work within budget.
• To assist accounts department with scheme broker audits.
• To have a strong personal line underwriting background and complete quotes for both Motor and Non-Motor portfolios.
• To be able to provide product /policy training to groups of brokers, staff.
• To be able to negotiate with brokers in respect of new business, renewals, multi-claimant reviews and claims settlements, where necessary; and
• To contribute to the profitable growth of the Company.

Competencies (Key requirements):

• Registered as a representative with 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).
• A good understanding of motor and non-motor Short Term insurance products together with strong relationship building skills.
• 5 – 10 years broker relationship management experience with an Insurer/UMA.
• Presentation & computer skills and a strategic thinker; and
• Ability to maximize selling opportunities, customer service and profitability.

If you are interested in applying, please submit your latest CV, copies of full qualification documents and DOFA document to: careers@mua.co.za by Friday 25 November 2022.

If you do not hear from us within 14 days after the closing date, assume that your application has been deemed unsuccessful.

Real Time Wealth provides local and offshore wealth management solutions for clients.

We are looking for young, ambitious, and dedicated individuals to join our dynamic team.

The role will require you to provide financial planning and wealth solutions to clients. You will be expected to identify and harness growth opportunities within the business, and to create and actively pursue external sales possibilities.

Main duties and responsibilities:

• Provide specialist financial planning advice
• Research, present and implement investment, risk management and tax planning strategies
• Build and maintain professional relationships with clients to help them on their journey to prosper
• Develop and execute retirement planning
• Coordinate estate planning
• Actively create a sales pipeline for new business opportunities

Requirements:

• Bachelor’s Degree in Financial Planning, Business, or related field
• CFP and RE5 Certification
• 2+ year’s relevant experience in Financial Services industry
• Proven sales ability
• Excellent interpersonal skills

The successful incumbent will:

• Be academically strong with strong analytical ability
• Strong pro-active sales drive
• Be willing to go the extra mile and take initiative
• Be deadline driven
• Focussed with attention to detail
• Work well under pressure and is pro-active
• Have excellent communication skills
• Have own transport and be in possession of a valid SA Driver’s License

Compliance Officer in South Africa office.

Trive South Africa (PTY) Ltd is a Category I and II FSCA register financial service provider located at 4 Karen Steet, Byanston (off Peter Place).

Headquartered in Netherlands, Trive was established in 2010 and has grown in a mere 11 years to a global financial services company, with offices currently over 20-countries and a total workforce of over 2.000 people.

The group companies specialize in Trading, Credit, Payment, and Venture Capital.

Our vision& goal is being “a global multi-asset investment platform and technologies holding company”

Responsibilities:

• Assesses and monitors the compliance risks associated with the company’s business activities, operations, and products and services,
• Establish and maintain relationships with business area, line management of the business area, internal and external audit and other complimentary departments and divisions e.g. Legal, HR, Internal Audit, etc.
• Work with external compliance to design a compliance-monitoring plan that will make sense and be practical for the organization, and in line with the Act
• Develop and implement a compliance program to ensure the organization operates in accordance with regulations in South Africa
• Assuring that all duties are performed in accordance with compliance regulations, processes, and procedures. Works with other areas to ensure integrated compliance where necessary,
• Work with Legal department to stay abreast of changes in laws and regulations and recommend appropriate changes to ensure that ops adapt to comply with these changes,
• Working with Senior Managers, Lines of Businesses & other departments to ensure ongoing compliance with AML Standards, KYC and other regulatory requirements,
• Monitor horizon risks including regulatory rule changes to ensure firm’s policies and procedures comply with appropriate laws, regulations, industry guidance and ethics
• Provide advice to senior leadership on current and emerging risk, regulatory rules, enforcements and actions
• Implement, maintain and perform risk assessments of the firm’s AML/CTF, Sanctions and KYC policies for existing as well as new business, clients and regions
• Training – presentations on policies and procedures, liaising with regulators, alerting management to pending legislation.
• Represent the organisation in respect of the compliance function and any matter related thereto.
• Ensure continuous compliance with both FAIS and FIC.
• Preparation of all required FAIS and FIC compliance reports.

Qualifications & Requirements:

• Recognized qualification in commerce, corporate governance, or law (minimum NQF 7 and registered by SAQA)
• JSE Equity Compliance Officer Exam would be highly beneficial
• Must passed the RE1 and RE3 regulatory exam would be advantageous
• Must have minimum 3 years’ experience working as compliance officer with a registered FSP and obtained prior Phase I and II approval from the Registrar
• Experience with KYC and AML metrics reporting
• Brilliant oral and written communication skills
• Must ensure that policies and procedures are put into place to achieve compliance
• Rule driven and identifies the rules applicable to the business area and then establishes a process in the organisation that gives effect to that rule.
• Highly organized self-starter, able to build and document sustainable processes and ensure timely completion of departmental projects

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 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

Please send updated CV with Qualifications to bronwyn@minufs.co.za or kuda@minufs.co.za

Optivest Health Services is a leading consultancy, specialising in providing objective, independent and focused medical scheme and other health cover related solutions to our national client base.

There is an opportunity for a Sales Centre Manager who will be responsible for planning, implementing and delivery of the targets of the direct retail sales of the company.

This will be achieved by the day-to-day active management of a team of Sales Consultants.

The successful candidate will especially excel in performance management, coaching and development of sales consultants to achieve their contracted responsibilities.

Main Job Tasks and Responsibilities

• Set individual sales targets with sales team
• Co-ordinate sales action plans for individual salespeople
• Oversee the activities and performance of the sales team
• Ensure the sales team have the necessary resources to perform properly
• Monitor the achievement of sales objectives by the sales team
• Liaise with other departments to ensure achievement of sales objectives
• Evaluate performance of sales staff
• Provide feedback, support and coaching to the sales team
• Plan and direct product and sales training
• Co-ordinate and monitor online sales activity
• Investigate lost sales and customer accounts
• Generate timely sales reports
• Analyse data to identify sales opportunities
• Manage Lead pipeline and associated SLA’a
• Monitor and ensure proper usage of processes and systems

Key Competencies

• Excellent written and verbal communication skills
• People management skills
• Organisation and planning
• Target driven
• Problem analysis and problem-solving
• Decision-making
• Innovation
• Stress tolerance
• Judgement
• Service orientation
• Team-leadership
• Information management
• Persuasiveness
• Adaptability

Experience and qualifications

• Minimum of 3 years Sales Management/Supervisory experience, preferably in a Call Centre environment.
• Sales experience in Health/Medical Scheme environment is highly recommended.
• RE 5 Exams passed (Representative or KI) is advantageous; preferably progressed or NQF qualification completed.
• Track record of delivery.

Remuneration

Basic salary plus Monthly Incentives and Annual Bonus

Optivest Health Services, a leading consultancy, specialising in providing objective, independent and focused medical scheme and other health cover related solutions to our national client base, has a position available for a Senior Full Stack Developer, at its head office in Durbanville, Cape Town.

Purpose of the Position:

• The company requires a senior full stack developer that shares the same level of passion for high quality software solutions.
• The position forms part of a small team that is responsible for the full software development life cycle from conception to deployment for each new product / project including system information gathering, solution design, preparing application specifications, development and testing, user training, problem solving and trouble shooting.
• On-going maintenance of existing systems and MIS reporting will also remain a crucial requirement of the role.

Technical Skills & Experience

Qualifications

• (Minimum) Grade 12 National Certificate
• (Ideal) Relevant tertiary qualification in Information Technology

Technical

As a full stack developer, you need to be comfortable around both the front and back-end development languages, development frameworks as well as third party libraries.

• 6+ years of proven experience in software development, project delivery and implementation
• Experience in Medical Scheme/Health industry advantageous

Experience in the following development languages:

Front-end languages

• JavaScript
• CSS (bootstrap)
• HTML

Back-end languages:

• C# with .NET Framework including WinForms & WPF
• ASP.NET including Webforms, MVC, Blazor / Razor

Experience working with databases including:

• MS SQL & MySQL relationship databases
• T-SQL, Stored procedures and Views essential

Reporting experience including:

• Excel reporting
• Crystal reports
• Statistical web dashboards

Knowledge of:

• IT systems development processes (SDLC)
• Application development
• Testing practices
• UML
• Systems analysis and design

Interpersonal skills

• Display a strong sense of ownership and independent work ethic
• Strong understanding of business processes
• Process-orientated and structured
• Analytical skills
• Very good problem-solving skills & time management essential
• Applying expertise and technology
• Adhering to principles and values
• Result driven and meeting project delivery expectations
• Coping with pressures and possible setbacks as well as project re-prioritisations required by the business
• Can-do attitude and aptitude for achieving personal growth and technical results