
Role Description
The successful candidate will be responsible for all servicing and administrative functions as well as give advice to our medical aid and Gap cover clients.
Personal and Technical Skills
- Work well under pressure
- Organised and systematic and meet required SLA’s
- Confident and mature
- Work well as a team and be able to take instruction from Management
- Excellent telephone manner and presentable
- Attention to detail
- Drivers license and motor vehicle, as some client presentations might be requested out of the office
- Broker Tools
- MS Office
- X Plan
Qualifications & Requirements
- RE05
- NQF5 in Financial Planning
- Registered with the CMS
- Registered as a representative with the FSCA for categories 1.2 and 1.16
Experience
- Minimum of 5 years working experience in the medical aid industry
- Proficient in the following medical schemes: Discovery Health, Bonitas, Bestmed, Fedhealth and Momentum
- Proficient in the following Gap cover schemes: Ambledown and Stratum

Responsibilities:
- Commercial and Domestic Claims Handling
- Assisting in arranging roadside assistance or any other emergency assistance
- Gathering all relevant supporting documents to further the claims process
- Daily follow up on claims process with the Insurer and regular feedback to clients until claim is finalized.
- Improving turn-around times on claims by delivering service excellence.
- Ensure that claims item is deleted with Insurer after finalization of claim.
- Ensure adherence to claims & underwriting guidelines according to Standard Operating procedures.
- Data capturing, ensure data integrity on all systems, and drawing of reports.
- Attend to general correspondence and e-mails to Insurers according to company standards.
- Attend to client queries where it is required.
- Assist clients any claims or underwriting related problems and ensure they are resolved.
- Policy Administration including review, renewals, amendments and maintain ongoing instructions and client portfolios.
- Receive and execute tasks and instructions via email, electronic voice, and telephone.
- Obtaining and negotiating of quotes / premiums and doing product and cover comparisons.
- Drafting and ensuring FAIS compliance on policies for renewals and new business.
- Needs analysis done by site visits or from photos
- Policy wording analysis and research.
- Client educational notes and newsletters
- Other duties as may be required from time to time.
Qualifications & experience
- Short Term Insurance Qualification NQF 4
- Regulatory Examination Passed (RE 5)
- Minimum 10 years experience working in Commercial Lines (Motor/Non-Motor). Ideally other product type knowledge e.g. CAR, Specialist Liabilities, Cyber, D&O, Motor Traders, Assets type Personal lines etc.
- Must have broker environment experience. No candidates still under supervision
- Use of Excel/Word/MS Outlook, email etiquette. Good written and telephone communication skills.
- Ability to work unsupervised. Work from home, meeting 1-2X per week, own transport essential
Salary negotiable on experience.
Preference will be given to candidates who can start immediately.

Location: Stellenbosch
Contract Type: Full-time
Appointment Date: 01 July 2022 or soonest thereafter
Remuneration: Market related
Reference: MBSEACADMIN
Role Description
The successful candidate will be appointed as an academic administrator in the MBSE Academic team. They will be responsible to support the MBSE Academic team with implementation of learning, teaching and assessment and with the provision of academic support on all MBSE qualifications and other training programmes. Duties will include co-ordination and implementation of scheduled activities; proofreading and editing, administration tasks on the MBSE LMS (Moodle) including uploading, testing and maintaining learning material and assessment; assisting the academic team with student support and communication; and record-keeping.
Job Specification
- Responsible to support the academic team with proofreading and editing of learning material, assessments, Moodle Import documents, etc.
- Responsible to support the academic team with uploading, testing and maintaining learning material and assessment on qualifications.
- Responsible to assist with the maintenance and updates of appropriate MBSE templates for instructional design and assessment, and for standard student course communications.
- Responsible to assist the programme co-ordinators with planning and documenting required academic activities according to MBSE semester schedules and timetables.
- Responsible to assist with MBSE LMS (Moodle) administration tasks for qualifications, for example, preparing LMS import documents, creating question banks, creating quizzes and importing questions as well as preparing settings for proctored exams, etc.
- Responsible to assist the academic team with assessment on allocated modules/subjects, for example, marking scripts as per memorandum on selected modules/subjects, checking and recording results, preparing moderation reports and any other progress reports as required by the academic team.
- Responsible to assist with learning and teaching processes, for example reviewing recorded lectures, editing these and then uploading them in the LMS, sending student announcements on the LMS.
Skills
- Planning and organising skills to assist the academic team with implementation of the of MBSE qualifications and other programmes
- Interpersonal skills to communicate effectively with internal staff and external contractors, management and clients (students)
- Interpersonal skills to check, proofread and edit documents
- Driven to delivering results and meeting customer expectations
- Adapting and responding well to constant change and development
- Analytical thinking
- Working well in a diverse team
Qualifications
- Financial or Insurance or other similar post matric qualification at minimum NQF Level 6
Experience
- 1 years’ working experience in higher education or similar training environment
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 15 July 2022
Only suitable applicants will be contacted. Should you have not received a response by or on the 30 July 2022, please consider your application unsuccessful.

Location: Stellenbosch.
Contract Type: Full-time
Appointment Date: 01 July 2022 or soonest thereafter
Remuneration: Market related
Reference: MBSELECTURER
Role Description
The successful candidate will be appointed as a lecturer for various module/subjects on the Higher Certificate in Wealth Management (NQF5) and the Advanced Certificate in Financial Planning (NQF6). They will be responsible for effective implementation of learning, teaching and assessment on allocated modules in an online learning environment.
Duties will include planning, co-ordination and implementation of scheduled activities; maintenance of learning material; delivery of teaching, learning and assessment; student support and communication; record-keeping and implementation of quality measures on allocated modules to ensure ongoing improvement.
Job Specification
- Responsible for the effective co-ordination and implementation of scheduled module activities according to the semester calendar.
- Responsible for maintenance and improvement of teaching material and assessment according to specified standards, policies and procedures.
- Ongoing research and analysis to identify required updates and additions to allocated modules such as new legislation and new trends in products, financial planning technical information, etc.
- Responsible for delivery of quality online teaching, learning and assessment in the allocated modules according to specified standards, policies and procedures including but not limited to moderation of online discussions, delivery of online lectures/recorded sessions on specific course aspects e.g. examination preparation lectures, formative and summative assessment marking and timeous feedback to students
- Receive, research, manage and respond timeously to student queries and student support requests.
- Perform internal pre- and post-moderation on assessment instruments and course material where development is outsourced, or for other identified MBSE programmes where subject matter expertise allows.
- Implement MBSE standards, policies and procedures for accurate record-keeping, moderation and communication of all student results.
- Stakeholder management including liaising with clients, internal staff and management and external subject matter experts and moderators to ensure effective implementation of programme.
- Provide information to assist with the implementation and maintenance of accreditation with various quality assurance bodies and professional bodies.
Skills
- Module content research, design, development and moderation.
- Assessment design, development, moderation and implementation.
- Online facilitation and discussion forum moderation, communication, digital and computer literacy.
- Planning, co-ordination, project management, reporting and record-keeping.
- Student support and relationship management, effective and disciplined self-management, problem solving and creativity, critical thinking, and decision-making abilities.
- Subject matter expertise in financial planning.
Qualifications
- Financial or Insurance related post matric qualification at minimum NQF Level 7
- Advantageous: Professional designation in financial planning
Experience
- 1 years’ working experience in a financial planning or insurance setting
- 1 years’ working experience in higher education or similar training environment
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 15 July 2022
Only suitable applicants will be contacted. Should you have not received a response by or on the 30 July 2022, please consider your application unsuccessful.

Location: Stellenbosch, Western Cape
Contract Type: Permanent
Appointment Date: 01 July 2022 or soonest thereafter
Remuneration: Market related
Reference: MIRJUNSKILLDEV
Purpose of the position:
To manage and oversee the effective development, implementation and delivery of Skills Development, Employment Equity, and other services as agreed upon to internal and external clients.
Key Responsibilities:
- Facilitate the implementation and maintenance of Skills Development Policies and Practices as per SLA
- Facilitate the implementation and maintenance of Employment Equity as per SLA
- Communicate SETA initiatives, discretionary grants and benefits to the client and advice the client how to make optimal use thereof
- Liaise with marketing and communication regarding marketing campaigns to grow the business and with external stakeholders
Minimum Requirements:
- Relevant NQF 6 Qualification and/or relevant ETDP qualification
- Registered as a Skills Development Facilitator non negotiable
- At least 3 – 5 years working experience in the skills development and employment equity environment
Required Personal and Technical skills:
- Education and Training environment (SAQA, QCTO, CHE, SETA etc.)
- Education in workforce environment (EE)
- Working knowledge of SETA Labour Market Information System (LMIS)
- Skills Development policies and procedures
- Employment Equity policies and procedures
- Entrepreneurial mindset
- Project management
- Conflict management,
- Time management and punctuality,
- Negotiating skills,
- Stress tolerance and resilience,
- Pro-active problem-solving,
- Extremely good organisational skills,
- Verbal and Written Communication skills
- Follow policies and procedures,
- Adapt and respond well to constant change and development,
- Analytical thinking,
- Working well in a diverse team as well as working independently,
- Continuous learning and researching,
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 15 July 2022
Only suitable applicants will be contacted. Should you have not received a response by or on the 30 July 2022, please consider your application unsuccessful.

Location: Stellenbosch, Western Cape
Contract Type: Permanent
Appointment Date: 15 June 2022 or soonest thereafter
Remuneration: Market related
Reference: MIRFinclerk
Role Description
Moonstone Information Refinery requires a Finance Clerk. The successful incumbent will be responsible for clerical and administrative functions such as customer and supplier services, recordkeeping, bank reconciliations and various other financial transactions.
Job Specification
- Process bank & credit card transactions and bank reconciliation.
- Debtors – issue invoices, reconcile accounts and follow-up on outstanding balances (debt collecting).
- Suppliers – capture invoices, reconcile accounts and follow-up on outstanding documentation.
- Verify correctness of Invigilators Summary.
- Administer Ad- Hoc Tasks.
- Preparing various schedules and summaries for the annual audit.
- Maintain the fixed assets register.
Competencies
- Accuracy and Attention to Detail
- Good Communication Skills
- Deadline Driven
- Be honest and trustworthy
- Professional
- Ability to work Independently and as a team
- Problem solving & decision making
Minimum Requirements
- Educational requirements: National Senior Certificate.
- Diploma/certificate in Finance or Bookkeeping will be an advantage.
- At least 3-5 years’ experience in a financial position.
Skills & Abilities
- Knowledge of the basic bookkeeping and financial transactions.
- Sage Pastel Accounting System (knowledge of other accounting systems would be advantageous).
- Proficiency in Ms Office (Word, Excel, Outlook etc).
- Relevant creditors and Debtors experience.
- Business writing and Communication skills.
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 30 June 2022
Only suitable applicants will be contacted. Should you have not received a response by 15 July 2022, please consider your application unsuccessful.

Office Location: Stellenbosch, Western Cape
Contract Type: Permanent
Job Level: Professional
Appointment Date: As soon as possible
Remuneration: Market related
Purpose of the position:
Moonstone Software Solutions (Pty) Ltd is looking to bolster its internal development and testing capability.
The successful applicant will form part of the software development team. The role will include building and maintaining relationships with stakeholders and providing recommendations and solutions based on analyses and integration of stakeholders’ business requirements.
Key Responsibilities:
- Writing, modifying, debugging and implementing efficient code
- Determining operational practicality
- Deploying software tools, processes and metrics
- Maintaining and upgrading existing systems
- Training users
- Working closely with other developers, UX designers, business and systems analysts
Skills and Competencies:
- A Passion for coding and programming
- Knowledge and a keen interest in computer systems and the latest technologies
- The ability to learn new technologies quickly
- Positive attitude towards team work and project management skills
- The ability to communicate complex procedures to other colleagues
- Good communication skills – both written and verbal
- An analytical mind
- Attention to detail and desire to probe further into data
- Coping under pressure and effective time management
- Commercial and business awareness
Minimum Requirements:
- Relevant University Degree (Engineering, Computer Science or similar)
Preferred:
- Relevant IT experience
- Web application development experience
- SQL skills
- PHP and JavaScript development skills
- CSS and HTML skills
- Angular experience or similar (preferable)
- Understanding of API integration such as REST / XML
Please note: Preference will be given to AA / EE applicants
When submitting your application, please ensure to include the following:
- Cover letter (please outline your interest and how you will be a good fit for this position)
- Resume
- Qualifications
- Salary expectations
- Notice period
- Kindly quote the reference listed above
Closing date for applications: 30 June 2022
Only suitable applicants will be contacted. Should you have not received a response by 15 July 2022, please consider your application unsuccessful.

Assured Life, a licensed Financial Service Provider set in the heart of Cape Town, requires an experience Compliance Officer to join our team. The successful incumbent will be working to ensure the highest-level quality of operations and proactively minimise operational risk, developing efficient compliance systems and working with teams to implement these across the organisation
Join them today and take advantage of professional growth opportunities on offer in an environment of fun and energetic people!
Minimum requirements:
- A recognised FAIS qualification for Compliance
- A minimum of 5 years’ experience in a compliance role within the Insurance industry
- Long-term Insurance & Short-term Insurance (in various classes) regulatory knowledge
- Experience in Regulatory Compliance (Financial Advisory & Intermediary Act, Long & Short-term Insurance)
- Experience in Financial Sector Regulation Act (Advantage)
- Knowledge of the Financial Intelligence Centre Act, National Credit Act and Protection of Personal Information Act
- RE1
- Member of CISA will be an advantage
Duties & Responsibilities (not limited to:)
- Analyse, monitor and track regulatory risk indicators
- Drafting of compliance related policies, agreements and memoranda regarding market Conduct
- Ensuring compliance to all relevant regulatory requirements identified
- Assisting line management with understanding the various requirements to comply with all applicable legislation, regulations etc. across business activities
- Ensuring the continued flow of information, updates and advise to various line managers on new legislative changes and the impact thereof on the business and ensuring that management understands the risks to the business
- Building and maintaining strong relationships with all the applicable regulators
- Identify non-compliances as to identify potential risks
- Drafting final reports in respect of compliance monitoring to line management
- Follow up on identified risks, trends and corrective action to be taken by the relevant stakeholders
- Identify opportunities to improve or enhance business processes
- Proactively consult with management to align market conduct requirements to current and future business activities
- Identify training needs through monitoring and other methods
Please Note: Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 7 days, please consider your application unsuccessful for the specific vacancy you applied for. All applications sent to Assured Life will go onto our database and once a suitable vacancy becomes available, we will be in contact with you.’

KI POSITION
WITH CAT 1.13 (DIRECTIVES) CAT 1
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 I and 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.
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 kuda@minufs.co.za

Optivest Health Services, a leading medical scheme and health cover consultancy, is seeking a Client Services Manager at the head office in Durbanville.
This role will report to the Head: Customer Engagement, as part of the Customer Value proposition portfolio and take full responsibility for service design and delivery within MedXpert, the service division of Optivest Health Services.
You will manage day-to-day responsibilities of the Client Services Team, actively hold and manage relationships with Service providers and stakeholders, and drive the overall Customer satisfaction objectives and contracted deliverables.
To ensure success in this role, the ideal candidate should demonstrate excellent active listening and communication skills, good personal presentation, politeness, and tact, and be able to function in a high-pressure environment. The noteworthy client services manager should provide timely solutions to client’s problems, build sustainable and continuous relationships with clients, show initiative and drive when dealing with client requests, and assist in developing marketing material and sales strategies.
MAIN RESPONSIBILITIES/TASKS:
- To ensure servicing and retention of existing client base.
- To ensure that agreed financial and growth targets are met in line with set targets.
- To take ultimate accountability for driving of the full client services proposition and delivery.
- To accurately complete and update the designated service processes on an ongoing basis (processes, client engagement programmes, surveys, etc.).
- Ownership of reporting related to Client services matrix.
- Manage, oversee and develop the Client Services Consultant team, responsible for service delivery.
- Establish targets within the client services division and its team(s) and develop plans to achieve them.
- Develop effective communication platforms for clients and staff.
- Inspire repeat-business from clients.
- Conduct customer service workshops and presentations.
- Monitor and measure client satisfaction.
- Liaise with different departments across the business regarding continuous improvement of Client Service measures.
- Develop surveys and capture client information.
- Deal with client requests/complaints and troubleshoot problems.
- Champion and drive transformation of the business to a truly Client Centric organisation.
MINIMUM EDUCATION, QUALIFICATIONS, EXPERIENCE REQUIRED:
- National Senior Certificate (Matric).
- Tertiary education, preferably in a technical or business degree or diploma or BCom Degree or Project Management Certificate will be an advantage.
- RE 5 / KI qualifications strongly advised.
- Minimum of 10 years in Financial Services/health cover / medical scheme industry.
- Minimum of 5 years’ experience in line management role.
PERSONAL CHARACTERISTICS
- Strong communication skills
- Ability to meet deadlines/pro-active
- Above average Computer literacy
- Calm, polite, and professional behaviour
- Reliable and self-motivated
- Strong business acumen
- Exceptional service orientation
- Leadership skills
- High emotional intelligence
REMUNERATION AND BENEFITS
Remuneration and benefits of this role will be commensurate with that of an industry related role of this size, responsibility and level of operation.