CAT 2 KI TO OVERSEE ELEMENTS

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 2 with a 2.5, 2.7 and 2.13.

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:

• 2.5 – Shares
• 2.7 – Debentures and Securitized Debt
• 2.13 – Long Term Deposits
• 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

 

Brokoop Insurance Brokers is a licensed Short-term Insurance brokerage, founded in 1969, with their head office based in Pietermaritzburg.  Brokoop is committed to offering a personal level of service to all their clients and it is this commitment that has empowered them to continue growing and developing.

Brokoop is currently looking for an Underwriter to joint their Head Office in Pietermaritzburg.

THE POSITION

• Provide full administrative backup to the broker.
• Quality control.
• Identification of corrective action on renewals, endorsement etc.
• Policy endorsement and processing thereof on system.
• Attending to policy queries with insurers and clients.
• General administrative duties.
• Ensure strict SLA’s are adhered to in terms of turnaround time.
• Providing quotes on existing policies.
• Maintaining daily diary.
• Load new policies.
• Provide qualitative service levels to internal and external clients.

MINIMUM QUALIFICATION

• Matric/Grade 12.
• A full qualification in Short-term Insurance.
• RE5 (advantageous).
• Working knowledge and understanding of statutory and legislative requirements Short-term Insurance Act/FAIS/Fit and Proper etc (advantageous).

EXPERIENCE

• Excellent administration skills.
• Excellent time management skills.
• Effective communication and interpersonal skills.
• System knowledge and skills.
• Detail oriented and well organised.
• Logical thinker and analytical skills.
• Must be able to work independently and under pressure.
• Ability to work accurately and attention to detail.
• Good understanding of short-term procedures.

SKILLS AND PERSONAL ATTRIBUTES

• Excellent administration skills.
• Excellent time management skills.
• Effective communication and interpersonal skills.
• System knowledge and skills.
• Detail oriented and well organised.
• Logical thinker and analytical skills.
• Must be able to work independently and under pressure.
• Ability to work accurately and attention to detail.
• Good understanding of short-term procedures.

If you have what it takes, please send a detailed cv to cv@brokoop.co.za .  Please indicate salary requirements on application as well as a recent head and shoulder photo.

While we would like to respond to every application, should you not be contacted for this position, please consider your application unsuccessful.

Galileo Asset Managers is looking for a self-managed, self-motivated, and coachable individual to join as an administrative assistant. The role incumbent will assist the Investments Operations Specialist with administrative tasks in respect of managing client portfolios. 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. The successful applicant must be a self-motivated 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.

Behavioural Competencies

1. Fiduciary sense
2. Ethics
3. Integrity
4. Ownership of responsibilities and tasks
5. Self-starter and self-motivated
6. Intellectual Curiosity
7. Ability to work under pressure and deadlines
8. Ability to work with a range of personalities, especially impatient and egotistical ones
9. Risk Management and Admitting mistakes (Avoiding Fat Finger errors)

Technical Competencies

1. Attention to Detail
2. Superior Numeracy
3. Articulate Complexity in a simple way
4. Computer literacy in Excel, Word and Office is critical

Minimum Qualifications/ Requirements

1. Matric Certificate
2. A relevant financial services industry degree: BCom, BA
3. Administrative experience of at least 2 years
4. Must be a South African citizen

Please forward your CV and proof of qualifications to the practice manager in JHB, Gerda van der Linde: gerda@galileocapital.co.za before 25 January 2022.

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.

Vacant position – effective 01 March 2022.

Grade 12 and experience in the insurance industry compulsory. NQF 5/industry credits and RE 5 examinations advantageous. Excellent admin skills and fluency in Afrikaans and English is required. Candidates must be able to work in a well organized manner.

If not contacted by 31/01/2022 the application was unsuccessful.

AdminBox, (FSP 50327) is an authorized underwriting management agency, specializing in personal and commercial short- and long-term insurance solutions.

We provide fully remote administrative support to small and medium start-ups as well as going concerns, overseeing all backend business processes, thus enabling you to focus your resources and efforts on front end matters. Our experience and network of partners gives us the strategic edge to tailor solutions to the unique requirements of our customers regardless of where they are on their business journey.

Entrepreneurship is inherently challenging; your business administration does not have to be. Contact us at info@adminbox.co.za or bronwyn@adminbox.co.za  to see how we can help you.

AdminBox: Your admin, our business.

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