G.B.W. Financial Planners (Pty) Ltd is an independent FSP with multiple Contracts, located in Cape Town. We are looking for a Discovery Broker/Representative who can become part of our retiree’s succession plan.

Requirements:

• FSCA registered with RE 5.
• Minimum 6 years’ experience
• Aged 30 to 40
• Fully conversant in Life and Risk Products
• Investments

We need competent, ethical marketers looking to work independently and remotely. We do your Compliance and you keep your clients.

 

Contact cgillot@comail.co.za

Web: http://www.gbwfinancialplanners.co.za/

Location:                              Stellenbosch, Western Cape

Contract Type:                    Permanent

Reference:                           FullStackDev

Job Level:                              Entry-level

Appointment Date:           1 April 2022 or as soon as possible thereafter

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.

The Full Stack Developer will report to the Product Development Manager for Moonstone Software Solutions.

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 teamwork 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

• Grade 12
• Relevant IT qualification
• At least 1-2 years relevant IT experience

Preferred Requirements

• Relevant University Degree (Engineering, Computer Science or similar)
• 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: 31 March 2022

Only suitable applicants will be contacted. Should you have not received a response by 30 April 2022, please consider your application unsuccessful.

Location:                                Stellenbosch, Western Cape

Contract Type:                      Permanent

Reference:                             ExamAdmin

Appointment Date:             1 April 2022 or soonest

Remuneration:                     Market related

 

Role Description

Moonstone Information Refinery requires an Examination Administrator.  The successful incumbent will be responsible for the administration of all aspects of the generation and marking processes and procedures of the FSCA’s regulatory examinations as well as other clients with similar requirements.

The Examination Administrator reports to the Manager: Examination & Safety Administration for Moonstone Information Refinery.

Job Specification

• Generating and printing a variety of Question Papers.
• Generating marking templates.
• Capturing and marking candidate examination scripts.
• Capturing candidate data and generating spreadsheets for upload.
• Generating statistical reports using standard reporting functions.
• Updating and maintaining records.
• Maintaining the security of the question database and question papers throughout the generation, receipt, and storage of question papers.

Minimum Requirements

• Grade 12 or equivalent NQFL4 qualification
• Diploma/certificate in business or office administration will be an advantage
• At least 10 years proven administration experience
• At least 10 years proven customer service experience

Competencies

• Accuracy & attention to detail
• Problem solving & decision making
• Impulse control & stress tolerance
• Able to work independently & as a team
• Flexibility & multitasking
• Analytical thinking

Skills & Abilities

• MS Office skills are required:
  • Basic MS Word
  • Intermediate MS Excel
  • Intermediate MS Outlook
• Database Management (will be an advantage)
• Proficient in spelling, punctuation, grammar and other English language skills
• Strong Administrative skills.
• Effective planning, time, and stress management skills.
• Leadership skills.
• Deadline driven.
• Strong work ethic

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: 31 March 2022

Only suitable applicants will be contacted. Should you have not received a response by 15 April 2022, please consider your application unsuccessful.

 

OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

Qualifications:

• Matric Relevant tertiary or Call centre qualification will be beneficial
• Applicants with successfully completed FAIS Regulatory Exam and a minimum of 30 FAIS Credits will be given preference

Experience:

Previous Call Centre experience in Telesales. Experience in Short Term insurance industry is preferred.

Location: East Rand, Nelspruit, Durban, Western-Cape

We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.

 

So why join our team and what makes us different?

• Advances on commission payment options.
• Bi-monthly or monthly commission.
• No admin / desk fee.
• Admin assistance and back-office support.
• P-Grade office space and meeting rooms.
• Ongoing marketing campaigns & continuous lead generation.

 

Role and Responsibilities:

• Develop and maintain a personal network and represent the organisation at relevant industry events.
• Source leads and referrals.
• Identify sales opportunities while promoting the organisation and enhancing its reputation.
• Introduce internal specialists and utilise their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
• Manage the customer journey from sales to on-boarding and regular portfolio review.
• Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
• Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
• Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organisation’s policies and procedures.
• Participate in development programmes, assessments and activities which form part of the formal and informal training program.
• Gain/maintain the relevant external professional accreditation requirements.
• Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

 

Desired Qualification and Experience:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• RE 5 certificate.
• Proven sales track record.

 

We cannot wait for you to join our awesome team!

To apply for this position, please click on: https://www.dittojobs.com/jobs/view/1721992734

Alternatively, send your CV to: nicole.n@numeral.co.za

Remnant Advisory is passionate about empowering our clients to take control of their lives and their finances, and we’re looking for partners to help us do just that. Are you ready to build your practice into an asset of value?

About you

Remnant is interviewing wealth advisors with big ideas and even bigger dreams to join our Wealth Advisory team. Our ideal candidate would be passionate about Financial Planning and able to provide solid, holistic financial advice in the best interests of the client, at all times.

As an advisor at Remnant Advisory, you will deliver personalized risk, investment, and financial service solutions to help clients work toward their long-term financial goals. You should be comfortable creating financial plans, client relationship management, and analysis to ensure the complete accuracy of information and advice. Strategic, entrepreneurial, and outcome-driven candidates need to apply.

About Remnant

At Remnant, we deliver market-leading financial solutions to clients. This is thanks to the broad product solutions and architecture of our organization plus the proven support and infrastructure of our partnerships. Remnant enhances the practice building of our financial planners whilst enjoying a truly adviser-led culture where Independence and Innovation are core values.

Why join us?

• Unlimited earning potential.
• Industry-leading share rates on all lines of business.
• Independent planning environment.
• Own your clients.
• No Desk Fees.
• Coaching and mentoring to build your financial planning practice.
• Lead Generation and New Client acquisition support.
• Dynamic Affiliate Program for Employee Benefits and Short Term Insurance.
• World Class Fintech platforms to build your practice.

Requirements

• Bachelor’s degree in Finance or related field.
• 2+ years of industry experience inclusive of online consultations.
• Excellent interpersonal and presentation skills.
• RE 5 Qualification and 120 Credits.
• Computer literacy in all Office programs.
• Driver’s license and own transport.
• Class of business.
• Clear Credit Record.

If you think you can bring exciting energy to our growing team, and there’s a strong fit for the requirements, we want to hear from you. Looking forward to partnering with you in changing lives and helping you live the best life ever!

Please forward your CV to Dylan Mattison, dylan@rmnt.co.za.

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
• 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).

Should you be interested in applying for this position please send your CV to careers@mua.co.za by 18 March 2022.

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

Role specifications

Company: Maptte Financial Service (Pty) Ltd, www.maptte.co.za

Job Title: Sales Representative- Field

Reports to: Sales Team Leader

Contract Type: Full Time – Independent contractor

Number of positions: 100

Expected start date:  Refer to recruitment target

Monthly salary: R3000 basic plus comm

Areas: Johannesburg

Key Responsibilities

• Understand client’s needs and financial objectives
• Provide full support and solutions to meet client’s needs and financial objectives
• Analyze and interpret product summaries and performance reports
• Cross and upsell products (Funeral, Life, Medical, Investment products etc.)
• Attend regular training
• Meet and exceed sales target
• Identify places for marketing drives
• Create and maintain a list/database of prospective clients
• Analyze the financial implications of acquiring or cancelling of insurance products
• Recommend adjustments to client portfolios based on socio-economic life changes
• Build and retain clients by maintaining constant contact and providing excellent customer service
• Document sales by creating and updating client profile records
• Research potential leads from business directories, web searches, or digital resources
• Maintain honesty, integrity, and client confidentiality

Renumeration and Perks

• Commission – Uncapped
• One of the high performers to date salary earn – R 58 482 01
• Profit shares
• Meaningful incentive programs like take the day off  or “take a break”– you deserve it”
• Days Off
• Ongoing coaching, Training and development
• Flexible, supportive and responsive management team

Minimum Requirements

Tier 1

• Matric or equivalent
• RE5
• Sales experience (at least 18 months)
• Insurance experience
• Experience in Long term insurance or Investments
• Dofa experience (at least 12 months)
• Class of business training on a combination of long term, short term and investments
• Valid driver’s license and own car
• Own Smart Phone
• Own laptop
• Clear criminal record
• Clear credit record
• Target driven

Computer skills:

• Computer skills (MS office)
• Computer skills (Zoom, Google Meet & Teams)

Competencies:

• Tenacious
• Assertive
• Networking ability
• Influencer ability
• Ability to work in a Team
• Ability to self-manage
• Ability to work a in a fast-paced environment
• Effective planning and organizing skills
• Effective time management skills
• Effective communication skills
• Ability to work a in a fast-paced environment

Tier 2

• Matric or equivalent
• Sales experience (at least 6-12 months)
• Valid driver’s license and own car: advantageous not required
• Own Smart Phone
• Own laptop
• Clear criminal record
• Clear credit record
• Target driven

Competencies:

• Tenacious
• Assertive
• Networking ability
• Influencer ability
• Ability to work in a Team
• Ability to self-manage
• Ability to work a in a fast-paced environment
• Effective planning and organizing skills
• Effective time management skills
• Effective communication skills
• Ability to work a in a fast-paced environment

Tier 3

• Matric or equivalent
• Valid driver’s license and own car: advantageous not required
• Own Smart Phone
• Own laptop
• Clear criminal record
• Clear credit record
• Target driven

Competencies:

• Tenacious
• Assertive
• Networking ability
• Influencer ability
• Ability to work in a Team
• Ability to self-manage
• Ability to work a in a fast-paced environment
• Effective planning and organizing skills
• Effective time management skills
• Effective communication skills
• Ability to work a in a fast-paced environment

At Maptte we offer cutting edge financial & investment services to our clients. We are also vested in the growth of our employees and as a result provide training and development for our professionals through our very own Maptte Academy. We offer RE1 and 5 to become a Financial Advisor or Key Individual. We invest in your journey through our mentorship programs and increase your knowledge by offering a variety of product training in cellular, banking and IT platforms. Join our dynamic winning team of members who have grown in various areas within the business including Key Account Manager roles attained in less than a year!

 

 

 

Verso Wealth East London is looking for a self-managed, self-motivated, and coachable individual to join their team as a para planner, with a view to 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 with 30 years experience, with para planner duties, in respect of preparing for and drafting detailed personalised holistic financial and investment plans as well as office and planning related duties. 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 self-motivated financially discerning individual with clear and concise communication skills in 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.

Purpose of the role:

To support the financial planner with preparing and drafting holistic financial and/or investment plans using planning tool optimally, interpret outcomes and propose suitable solutions as agreed upon from time to time. This includes:

• Research on advice-related issues to be utilised in client reports.
• Upload client financial information onto the software systems, prepare scenarios to be used by financial planner in the preparation of written financial plan.
• Prepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirements.
• Draft financial plan and prepare required documentation for Financial Planner.
• Assist in managing the client review process for Financial Planner.
• Handle all top up/ad hoc investments and rebalancing of portfolios.

Summary of responsibilities:

• Minutes of 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
• Participation and completion of assigned projects
• Adhere to all compliance in terms of FIC, FAIS and POPIA regulations
• Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements

Role requirements:

Qualifications and Requirements

• Post-Graduate Diploma in Financial planning
• At least 4 years work experience in the industry
• Being a Certified Financial Planning professional will be an advantage
• Meet fit and proper requirements
• Fluent in English

Skills

• 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
• A thorough understanding of compliance issues associated with the providing of Financial Advice

Behavioural Competencies

• Client centric and ability to work with range of personalities
• Take ownership of responsibility and tasks
• Well-spoken and professional
• Self-starter and self-motivated
• Intellectual Curiosity
• Ability to work under pressure and meet deadlines
• Integrity and high ethical standards
• Ability to work independently as well as part of a team
• Professionally mature

Please forward your CV and proof of qualifications to the Practice Manager in Cape Town, Roger van Schalkwyk: roger@verso-wealth.co.za before  22 March 2022.

What does the Client Service Consultant do?

This career opportunity is available at Santam Direct for the Client Engagement Department; the successful incumbent will be based in Bellville.

What will make you successful in this role

• Accurately capture client information on the relevant system.
• Execute client requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Engage with client in a client centricity manner.
• Ensuring accurate completion client requests and follows up to ensure queries are resolved timeously, as per service level agreement.
• Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management skills.
• Consistent achievement of agreed productivity

Qualifications and Experience

• Grade 12/ Matric
• NQF Level 4 Qualification in Short Term Insurance
• Regulatory Exam (RE 5)
• Minimum 3 years’ experience in a short-term insurance environment
• Willing to work shifts as well as overtime

Who we are

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

We invite qualified applicants to submit their cover letter, CV, and salary requirements in MS Word to Viko.Mazwi@santam.co.za. Should you be aware of a qualified individual, please pass this vacancy on to them.