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.

Medbond Capital is 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 II FSP. The key responsibilities and duties include, but are not limited to: ensuring the firm complies with applicable laws and statutory obligations; ensuring the FSP has Policies & Procedures in place; ensuring compliance with the General Code of Conduct and with the Fit & Proper Requirements; Fulfilling contractual obligations as per the agreements; managing and overseeing of the Firm’s team members rendering the FSP’s financial services, including those persons under Supervision; and ensuring the business processes are in place and Firm’s operational ability is sustainable; and, ensuring the firm complies with applicable laws and statutory obligations.

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.

The FSP requires a KI for the following categories:

CATEGORY 1 –

• Shares
• Money Market
• Bonds

CATEGORY II – Discretionary FSP

• Long-term Insurance subcategory B1
• Long-Term Insurance : Category B2-A
• Long-Term Insurance : Category B1-A
• Structured Deposits
• Participatory interest in a hedge fund
• Long-term Insurance subcategory C
• Retail Pension Benefits
• Pension Funds Benefits
• Shares
• Money market instruments
• Debentures and securitised debt
• Warrants, certificates and other instruments
• Bonds
• Derivative instruments
• Participatory interests in one or more collective investment schemes
• Long-term insurance subcategory B2

MUST BE REGISTERED AT THE FSCA – DOFA UPDATED

Educational requirements

• 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 – MS Office
• Excellent knowledge of financial markets and instrument

Competencies

• Self-starter and initiator
• Honesty and integrity
• Competitive and creative
• Results orientated
• Strong management skills

Experience

Qualifying candidate must have the relevant experience and knowledge in the following Product categories. Traceable References must be provided.

• Bonds
• Money Markets
• Structured Deposits
• Participatory interests in Collective Investment scheme
• Pension Fund Benefits

Apply

Kindly send updated CV with qualifications to info@medbond.co.za.

Closing date: 28th April 2023 should you not receive feedback on your application by the 12th May 2023 kindly consider your application as unsuccessful.

Global & Local Investment Advisors is looking for a highly capable person who can grow with the company in the role of a Senior Investment Analyst/Senior Para Planner, which is centered around client servicing and not sales.

• Minimum 5 years industry experience is required.
• Management experience would be an advantage.
• Candidates are required to supply all the relevant documentation (CV & copies of qualifications) with their applications.

The incumbent will be required to be skilled in the following:

• Microsoft office efficiency
• Telephone etiquette
• Flexibility and adaptability
• Good oral and written communication skills
• Ability to be proactive and take initiative
• Tact and diplomacy
• Attention to detail
• Working under pressure
• Extensive calendar management
• Life products, Employee Benefits & Investment experience
• Strong understanding of financial products and services
• Investments – voluntary, pre- and post-retirement
• Ability to assess suitability with client’s goals

Responsibilities

• Engaging with various fund managers to determine if their underlying funds are suitable for client investments. A proper due diligence will need to be compiled for the relevant funds and you need to able to motivate as to why the fund would be suitable.
• Managing of asset allocation in the underlying fund recommendations to determine if these are suitable/adaptable for changing market conditions.
• Monitoring of the performance of the recommended funds to ensure clients are receiving a suitable return on their investments.
• Strong knowledge of investment solutions both locally and globally.
• Keeping up with legislative changes to ensure clients investments are always compliant. E.g., Regulation 28.
• Assisting the managing director with responding to client queries in a professional and timeously manner.
• Providing support to administration department on any queries which may arise, this could be queries from clients or product providers.
• Ensuring that we are receiving the appropriate level of service from the various product providers which in turn would mean providing a good service to potential clients.
• Generating of analysis reports which can be used by Financial Advisors when they go and meet clients.
• Writing of proposals for new and existing clients to ensure that the organisation complies with the relevant legislation (FAIS Act, General Code of Conduct, etc.)
• Analyse financial information obtained from clients to determine strategies, design products, and recommend solutions to help clients meet their financial planning objectives with regards to personal wealth portfolios, retirement planning, estate planning, etc.
• Reviewing and responding to clients changing needs and financial circumstances be creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
• Protect, secure, and grow clients’ wealth by providing independent, expert financial advice, retirement planning, estate planning and tax planning.
• Providing investment opportunities across a broad spectrum of regulated products.
• Monitor financial markets trends to ensure that plans are effective, and to identify and necessary updates.

Experience (Essential)

• Preferably 3-5 years in similar role
• Supporting advice or administration across financial products – investments, risk & insurance

Educational Requirements (Essential)

• RE5 as per FSCA legislative requirements
• NQF – Level 4
• 60 FAIS credits at NQF Level 5

Preferred:

• CFP or Equivalent
• Higher certificate in Insurance
• NQF 120 credits full Qualification, Level 5
• Membership of a professional association e.g. FPI (Financial Planning Institute)

All applications must be emailed with the subject line to info@globallocal.co.za

Vulindlela Financial Services is based in Centurion and has experienced steady growth in the short and long-term markets. Vulindlela is predominantly focusing on commercial and mal-practice markets. We have an exciting new position available and are looking for a motivated and energetic individual to join our dynamic team.

Position for Financial Advisor:

You will be responsible for lead generation, setting up client appointments, and closing the sale. If you have excellent networking skills and short-term and long-term insurance sales experience, please send us your CV.

Job Requirements:

• FAIS Act Compliant- NQF 4 Qualification, RE5, Class of Business and CPD.
• 3-5 years experience in short and long-term insurance sales.
• Understanding commercial markets will be advantageous.
• Strong client relation management and communication skills.
• Own car and driver’s license essential.

Closing Date: 30 March 2023

 

Job Purpose

This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year. The ideal candidate will oversee the end-to-end operational management of the Western Cape region through effective people and region management, in order to foster excellence in customer centricity, increase productivity and effectively align operational sales and customer services. In addition, they will be responsible for managing organisational sales by developing and implementing business plans, meeting planned goals, and co-ordinating with our marketing department on lead generation within our primary target market. The successful candidate will manage the Sales team activities and performance, set individual sales targets, ensure the achievement of these targets, as well as facilitate the ongoing coaching and training of the sales team.

Job Outputs:

• Compile, execute and monitor the sales strategy on provincial level
• Compile, manage and monitor sales budget
• Manage source development
• Manage policy conservation and retention
• Manage key stakeholder relations
• People Management in terms of recruitment, performance management and training & development of Financial Advisors and Independent Contractors
• Compile relevant management reports

Job Requirements

• National Senior Certificate/ Senior Certificate (Matric)
• Post-matric qualification relevant for Key Individual registration
• Regulatory examination for Key Individual and Representative
• Computer literacy (MS Office)
• Valid Driver’s license (Code 8-manual license)
• 4 years’ operational sales experience in life insurance products in the Life Mass Market sales
• 3 years’ managerial work experience in life insurance products in the Life Mass Market
• Previous management of Independent Contractor Sales force will be beneficial

Knowledge and Skills

• Extensive knowledge of Long-term Insurance products
• Practical knowledge of applicable legislation
• Excellent written and verbal skills
• People management skills
• Negotiations skills
• Knowledge of various distribution channels and marketing & product development strategies
• Ability to plan, forecast and budget for sales annually