The successful applicant will be appointed as a Financial Paraplanner with NFB Private Wealth Management based in East London, Eastern Cape.

Roles and responsibilities:

The ideal candidate will be responsible for the following:

• Provide comprehensive and efficient technical support to the Financial Advisors and their clients.
• Provide generic information to clients and assist with technical queries.
• Assist the Financial Advisor to adhere to FAIS (Financial Advisory and Intermediary Services Act), FICA (Financial Intelligence Act) and other legal rules and regulations.
• Will be expected to learn and understand legal requirements in order to ensure compliance.
• Prepare letters and technical reports for Financial Advisor, from a brief and/or client file information.
• Research products and funds to enable suitable providers to be selected for inclusion in a risk benefit / investment strategy.
• Review and comment on the suitability of existing investment and risk portfolio.
• Compile suitable, timeous and FAIS compliant investment proposals for clients based on technical findings and debriefing from Financial Advisor.
• Helping develop generic FAIS compliant marketing proposals and documents for general NFB client use.
• Ensure that consultants are kept up to date/notified regarding any difficulties or non-standard matters, as appropriate.
• Ensure timely and accurate implementation of any advice as required and ensure continuous communication with consultants/clients as appropriate.
• Act as technical interface between consultant and client.
• Proactively collate information required for reports.

Minimum Requirements:

Education and Expertise:

• Bachelor’s degree Investments Management/ Financial Planning or Wealth management related qualification
• Postgraduate Diploma in Financial Planning (advantageous)
• Certified Financial Planner Certification (advantageous)

The successful candidate will need to demonstrate that they have:

•  At least 2 years previous experience in similar role in Financial Services Industry/ Investments.
• Understanding of financial planning process.
• An ability to get a strong understanding of compliance issues and the legal environment of the Financial Services Industry.
• Ability to analyse financial data.
• Financial initiative (achieve agreed outcomes without supervision).
• Ability to deal with various service providers (local and foreign).
• Market and product specific research.
• Writing financial planning related articles.
• Strong technical knowledge.
• Detailed and articulate.

Skills an Competencies:

• Ability to analyse financial data.
• Ability to deal with various service providers (local and foreign).
• Market and product specific research.
• Writing financial planning related articles.
• Good researching skills.
• Strong technical knowledge.
• Detailed and articulate.
• Good reporting and writing skills.

If you meet these minimum requirements and wish to apply: PLEASE SEND CV WITH THE FOLLOWING INCLUDED IN A COVERING LETTER OR EMAIL: recruitment@nvestholdings.co.za

(if the application does not include the below, your application will not be considered, and your CV will not be read or considered further):

1. Introduce yourself.
2. State why you are interested in applying for this position.
3. Tell us why you feel you meet the above-mentioned minimum requirements and why you feel you would be suitable for the role.
4. Explain why you want to leave your current employer (if applicable).
5. State your salary expectations and current salary level.
6. Confirm notice period required and/or availability.
7. Current location and reason for wanting to relocate to East London

START YOUR CAREER IN THE INSURANCE INDUSTRY!!!

A leading brokerage based in the Northern suburbs of Cape Town is seeking young, energetic applicants who are keen to learn and grow their working career in the Financial Services sector.

The Junior Insurance Sales specialist will report to the Sales Team leader and will be expected to improve sales and the overall business growth with an in-depth understanding of the company products and services.

On the job training will be provided and financial support towards obtaining FAIS accreditation (RE5) will be offered to candidates who demonstrate the necessary competence and motivation to further their career with the company and in the insurance industry. The intern’s performance during the initial 12-month period will be reviewed and further discussions regarding full-time employment will be conducted after 12 months.

On offer is a market-related negotiable salary with a rewarding commission structure based on individual sales performance.

The intention of the internship is for the incumbent to learn and develop the necessary skills you will need to successfully market financial services products. You will be given the opportunity to build and manage the relationship with new and existing customers, relative to the agreed and signed off Service Level Agreements (SLA’s) and required sales targets.

Required Previous Experience & Qualifications:

• Essential: Grade 12 (minimum educational qualification)
• Essential: At least 23 years of age
• Beneficial: FAIS accreditation (RE 5 Qualification)
• Beneficial: 1+ years relevant experience and a proven track record in a similar role
• Beneficial: Financial services / Insurance / Marketing experience
• Essential: Reliable mode of transport

Required Competencies & Skills:

• A genuine interest in the Financial Services sector
• Commitment to completing the 12-month internship period
• Willingness to learn
• Teachable attitude
• Target-driven mindset
• Client focused and customer-centric mindset
• Strong listening skills
• Persuasive manner and verbal communications
• Accurate, quality focused and results-orientated
• Good social skills
• Ability to perform consistently under pressure

The successful candidates will report to the Gqeberha Claims Manager & Branch Manager.

Kindly give careful attention to the minimum requirements.

• Matric certificate with a full qualification in the Short Term Insurance industry and claims experience of 5 years.
• Claims management of Personal and Commercial claims in Motor and Non-motor fields.
• Verify and analyse data used in settling claims to ensure that claims are valid and that settlements are made according to company practices, policy wording and procedures and pro-active managing of claim.
• Validate claims and premiums, appoint assessors and authorise or reject claims according to Policy Wording.
• Ensure that all brokers are informed at all times and procedures followed as per Claims Handling Process.
• Process payment of claim, finalising claim, estimate reviews and diary management.
• Conduct Ad Hoc Claims projects on instruction from Management.
• You will be accountable for the end-to-end finalisation of the claim. At times you will also be expected to assume responsibility to manage the process and resolve any conflict by negotiation, settlement and finalisation.
• The successful candidate will display a pro-active attitude, an excellent work ethic and will easily fit in with team dynamics.

Application requirements:

•  An Updated Curriculum Vitae
• Qualification certificates
• Updated Summary of Experience
• Date of First Appointment on the FSCA Representative Register

Conditions:

Management will conduct interviews with shortlisted candidates only.

If you are applying from outside the Gqeberha Area, kindly note that you will have to finance your own relocation costs in the event that you are the successful candidate.

Applications closing date:  31 January 2023

Submissions to Norman Crear: norman_c@frontlineum.co.za

Should you not be contacted after two weeks from the closing date,
please consider your application as unsuccessful.

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.

We are currently recruiting for a CAT 2 KI to oversee elements. The successful candidate:

MUST BE REGISTERED AT THE FSCA

TO START AS SOON AS POSSIBLE

SALARY NEGOTIABLE (MARKET RELATED)

Key responsibilies and duties

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;
• ensuring the business processes are in place and Firm’s operational ability is sustainable;
• 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.

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

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