Minu Financial Services is part of a group of four sister companies: Asterio Investments, AdminBox, Arash Fiduciary Services and Minu Management Services. We form the bridge between the business needs on the ground and overarching legal requirements for FSPs and businesses at large in South Africa.

We provide fully remote bookkeeping services, as well as general administrative support to small and medium enterprises in South Africa. Our services include but are not limited to CIPC and FSCA registrations and liaison, SARS submissions, bank reconciliations and management reports. We specialize in the financial services sector but have the relevant expertise to assist across different industries.

For more information, please contact Bronwyn at bronwyn@minufs.co.za

 

Minu Financial Services is looking for Financial Services Provider (FSPs) businesses that are for sale. We are open to considering enterprises that are fully operational, as well as businesses that are dormant or in distress. All FSP categories are welcomed.

Please contact Bronwyn at bronwyn@minufs.co.za to discuss any prospects further.

 

Must be FSCA licensed

To start ASAP

Salary: Negotiable

Minu Financial Services is looking for a Key Individual to manage and oversee a going concern.

The key responsibilities and duties include, but are not limited to: ensuring the firm complies with applicable laws and statutory obligations, fulfilling contractual obligations as per the agreements; providing guidance and oversight of the firm’s operations, including persons under supervision.

Requirements:

• Registered with the FSCA as a Key Individual
• FSB-approved certification and qualifications
• Demonstrable experience within the financial services industry
• Strong interpersonal skills and the ability to work effectively with culturally diverse teams at all levels
• Excellent oral and written communication skills in English, including ability to communicate ideas clearly and confidently
• Computer literate with reliable access to internet for remote engagements
• Honesty and integrity
• Competitive and creative

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

 

 

We are looking for a Dealer Consultant to act as a good brand ambassador in order to grow the AA Warranties market share by maintaining and building strong relationships with our supporting dealers, increasing the number of supporting dealers and taking ownership of stakeholder interactions throughout the process from sales to claims.

Qualifications and Certifications:

• Matric
• Valid Driver’s license

Experience and skills required:

• 5 years of experience in the motor trade, working with the dealerships, from DP/Owner to F&I and Salespeople
• A strong customer service background

Key Responsibilities:

• Build, maintain, and create strong dealer relationships.
• Drive area sales and profit plans to budgeted targets through successful leadership, organizational plans, customer service, and outstanding execution of all field operations strategies, consistently across all dealerships.
• Maintain strong relationships with existing clients and seek avenues to gain new potential clients.
• Collaborate with sales team to maximize profit by upselling or cross-selling.
• Maintain in-depth product knowledge and educate customers about our products.
• Maintain an understanding of the claims process and train the associated workshops on our claims processes and procedures.
• Understand and manage business by effectively using sales reports, assessing departmental results, and developing specific actions directly related to business development and growth consistently across all dealerships.
• Seek feedback from our customers by interacting with the F&I’s at the dealerships and observing shopping behaviours, and associate/customer experience.
• Ensure customer satisfaction by delivering timely and quality services.
• Educate dealership employees on their understanding of our product and its competitive benefits.

Advantageous Skills:

• Excellent time management
• The ability to work independently
• Have a strong drive and determination to succeed.
• Ability to communicate fluently in English and Afrikaans.
• Excellent verbal and written communication skills, especially email and telephone etiquette
• Excellent relationship management skills
• Proficient conflict management skills
• Strong negotiation skills
• Strong problem-solving ability
• Able to be a good brand ambassador.
• Self-starter with the ability to manage pressure.

Please submit your application via email to peopleteam@hallsfs.co.za by 10 December 2021.

Expected Start Date: 10 January 2022

The ideal candidate’s key performance areas will be:

• Quotations
• Issuing of new business
• Issuing of insurance certificates
• Policy endorsements
• Monthly renewals
• Knowledge of Fidelity and computer crime cover and underwriting thereof
• Retention of policies
• Flexible for assisting with special tasks
• Attention to detail
• Appointing risk surveyors
• Preparing Participation Quotas
• Application of good risk analysis skills
• Demonstrate risk perception and understanding the nature of risk (good or bad)
• Liaison with brokers
• Problem solving

Behavioural dimensions:

•  Deadline orientated
•  Strong admin skills with an ability to prioritise workload
•  Good interpersonal skills
•  Assertive
•  Team player
•  Positive and energetic
•  Strong work ethic

Candidate Requirements:

• Matric (not negotiable)
• 5 years’ experience in the commercial / sectional title insurance and knowledge of underwriting processes
• Being FAIS qualified will be a great advantage
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)
• Good communication skills- written and verbal
• COVID 19 Vaccination Certificate

Remuneration:

• Annual CTC package inclusive of a performance-based bonus:  Negotiable
  Pension scheme and Group life insurance

To apply please email your CV to marna@cia.co.za

CIA is an award-winning underwriting management company specialising in building insurance.

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial, and industrial property owners.

CIA is underwritten by Compass Insurance Co. Limited (awarded an A + rating by Global Credit Ratings), a subsidiary of the Hannover Reinsurance Group -the third largest reinsurer in the world. CIA is part of the Lireas Holdings Group of companies, which in turn is a wholly owned subsidiary of the Hannover Reinsurance Group Africa Limited.

Commercial & Industrial Acceptances (Pty) Ltd Registration No: 2000/019340/07 is an authorised Financial Services Provider No: 13890 acting as an Underwriting Managing Agent for Compass Insurance Company Limited Registration No: 1994/003010/06 Compass’s Financial Services Provider No: 12148

The ideal candidate’s key performance areas will be:

All aspects of claims handling including:

• New claims registration
• Assess merits of claim in terms of policy wording
• Appointment of contractors/loss adjusters
• Authorisation / rejection of claims
• Requests for claims payments
• Liaison with brokers and service providers

Behavioural dimensions:

• Attention to detail
• Deadline orientated
• Strong admin skills with an ability to prioritise workload
• Good interpersonal skills
• Assertive

Candidate Requirements:

• Education: (not negotiable) Matric
• A minimum of 10 years’ commercial claims experience in the insurance industry
• Short-term Insurance qualifications will be an added advantage
• Being FAIS compliant will be an added advantage
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)
• COVID 19 Vaccination Certificate

Remuneration:

• Annual Cost to Company package inclusive of a performance-based bonus: Negotiable
  Pension scheme and Group life insurance

To apply please email your CV to marc@cia.co.za

CIA is an award-winning underwriting management company specialising in building insurance.

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

CIA is underwritten by Compass Insurance Co. Limited (awarded an A + rating by Global Credit Ratings), a subsidiary of the Hannover Reinsurance Group -the third largest reinsurer in the world.

CIA is part of the Lireas Holdings Group of companies, which in turn is a wholly owned subsidiary of the Hannover Reinsurance Group Africa Limited.

Commercial & Industrial Acceptances (Pty) Ltd Registration No: 2000/019340/07 is an authorised Financial Services Provider No: 13890 acting as an Underwriting Managing Agent for Compass Insurance Company Limited Registration No: 1994/003010/06 Compass’s Financial Services Provider No: 12148

Job Title:               Financial Advisor (Representatives)
Reports to:          Sales manager
Contract type:    Contract
Location:             Gauteng
Remuneration:  Commission + Transport Allowance for first 3 months
Level/Grade:       For office use

Company background

Maptte (Pty) Ltd is a financial services provider (FSP) registered with FSCA (FSP). The FSP is approved as a distribution channel by the product supplier, Assupol Life and Discovery Life. We are 100% grounded in what we do, purely so that your career can flourish, our values are infinite and our commitment to each and every job is absolute therefore creating broader scope of opportunities for the sales representative.

COVID-19 considerations: All Covid protocols will be observed when attending any office based interventions

Opportunities within the company

Our scope of sales in wide although we are specifically looking for insurance representatives. The representative has the potential to grow in the following areas:

• Furthering their studies in the insurance industry through fully subsidized training(RE5) and exams to become a qualified representative
• Furthering their studies in the insurance industry through fully subsidized training and exams to become a qualified key individual
• Specialized mentorship program aimed at ensuring you excel in what you do
• Expanding to other scope of sales in our company which includes cellular, information technology platforms, banking
• Promotion to key account manager within a year
• Excellent commission structure

Key Responsibilities

• Serves customers by helping them select products.
• Drives sales through engagement of customers, suggestive selling, and sharing product knowledge.
• Documents sales by creating or updating customer profile records.
• Understand customer needs and offer solutions and support
• Research potential leads from business directories, web searches, or digital resources
• Create and maintain a list/database of prospect clients
• Work with sales team to close sales

Requirements and experience

• High school qualification or equivalent – non negotiable
• Own smart phone – non negotiable
• Own laptop – non negotiable
• RE5 successfully completed will be an advantage
• 12 months or more experience in sales, experience in insurance sales will be advantageous
• Driver’s licence would be advantageous but not compulsory
• Comfortable making cold calls and talking to new people all day
• Ability to work independently or as an active member of a team
• Excellent verbal communication skills; able to demonstrate patience and enthusiasm while communicating with potential customers
• Demonstrated and proven sales results

Working conditions

• The position requires travelling to clients on a daily basis

Contact Details & Closing date

For applications and queries, please email CV to recruitment@maptte.co.za

Reference for application: Financial Advisor

Closing date: 31 December 2021.

Start date: 10 January 2021.

This position reports to the CEO and Operations Director

Retirement Fund documentation:

Work with CEO, Board of Trustees, Chairman and Principal Officer to maintain correct registration of Fund documents with FSCA.

•  Electronic submission of Rules, Rule Amendments to FSCA website
•  Maintain diarizing system to follow up and keep track of submissions
•  Answer queries from FSCA in conjunction with the relevant parties
•  Ensure documents are registered and filed in the appropriate place

Pension Funds Adjudicator

•  Retain excellent reputation and working relationship with PFA and staff set up over the years
•  Receive queries
•  Ensure the correct process is followed regarding the handling of the query
•  Report back to complainant and PFA
•  Maintain comprehensive records

Divorce Orders

•  Receive Divorce queries
•  Correspond with Lawyers and Members regarding requirements
•  Ensure Admin system flagged accordingly
•  Assist Admin to obtain correct documentation
•  Authorise payment when correct documentation received

Maintenance Orders

•  Receive Maintenance queries
•  Liaise with Maintenance Courts, Lawyers and Members
•  Ensure Admin system flagged accordingly
•  Ensure all correct documents are in place
•  Ensure payments are made in compliance with the order

General Legal matters emanating from the day to day operation of the business

Compliance and adherence to various Legislation and Acts

• Oversee, co-ordinate, and monitor the day-to-day compliance activities of the company
• In collaboration with internal stake-holders, establish a company compliance manual; maintain and supplement the manual as necessary
• Oversee internal and external audit procedures for the purpose of monitoring and detecting any misconduct or noncompliance
• Ensure that all compliance requirements and documents are in place and are being adhered to
• Liaise with external compliance consultants to perform compliance audits
• Prepare for all compliance audits provide feedback and implement remedial action
• Assist with various Key Individual duties
• Ensure client files are compliant as per FAIS requirements
• Co-ordinate FSCA site visits
• Keep record and manage CPD points of advisors as required by FSCA
• If any misconduct or non-compliance is detected, recommend a solution and follow up to ensure that the non-compliance is resolved
• Formalize and monitor a system to enable employees to report any non-compliance without fear of retribution. Ensure that the reporting system is adequately communicated to staff and that allegations of non-compliance are investigated and responded to promptly
• In consultation with the HR department, help ensure that there is a mechanism in place for disciplining instances of non-compliance
• Monitor Complaints on GIB website and ensure that all complaints are attended to timeously. Report to relevant parties and ensure complaint is resolved
• Monthly feedback to Exco

Personal Attributes:

• Excellent organisational skills with the ability to manage time effectively while managing multiple priorities
• Ability to influence people
• Commitment to honesty and professionalism and a strong work ethic
• Ability to work independently as well as function as part of a team
• Proficient computer skills

Minimum Qualifications:

•  Completed Legal degree
•  Completed FSB Regulatory Exams as required

This position reports to the Fund Operations Director

Qualifications and Experience:

• B Comm Degree or studying towards same would be an advantage
• Proficient in Microsoft Excel, V-Lookup, Pivot Tables, Word
• Knowledge of Everest operating system would be an advantage
• At least 4 years experience in Retirement Fund Administration
• Experience in management of staff

Skills required:

This position requires an energetic person who is able to work well within a dynamic team.

They must have the ability to motivate and instruct sub-ordinates and accept constructive criticism themselves. The following skills are a must:

• High standards of accuracy
• Ability to multi-task
• Ability to meet monthly deadlines
• Attention to detail
• Logical thinking and common-sense
• Ability to manage, motivate and train staff

Details of duties:

1.  Managing a team of Fund Administrators and their day to day activities
2.  Training new staff members
3.  Ensuring professional and timeous communication with clients and members
4.  Administration System testing / maintenance
5.  New client implementation
6.  Manage own portfolio of clients, including

• • Reconciling client schedules and updating member records on Everest
  • Data validation – updating member information on the system
  • Processing Investments and Disinvestments
  • Processing member switches
  • Applying for tax directives from SARS
  • Processing of benefit claims
  • Processing of Section 14 transfers / individual transfers
  • Preparation of administration / consulting reports
  • Preparation of audit information