GALILEO CAPITAL is looking for a self-managed, self-motivated, and coachable young individual to join as a personal assistant/relationship manager. The role incumbent will work in a team and assist the financial planner and para planner with all administrative tasks in respect of managing client relationships and be responsible for all service requirements from clients. 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 and Afrikaans – 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. Ethical
2. Integrity
3. Ownership of responsibilities and tasks
4. Self-starter and self-motivated
5. Ability to work under pressure and deadlines
6. Ability to work with a range of personalities

Technical Competencies

1. Attention to detail
2. Clear and concise communication skills in English and Afrikaans – verbal, writing and telephone – are a requirement
3. Superior Numeracy
4. Computer literacy in Excel, Word and Office is critical
5. Administrative Experience will be beneficial but not a requirement

Qualifications/ Requirements

1. Matric Certificate
2. Study towards a relevant industry qualification will be a recommendation but not a requirement
3. 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 26 February 2021.

Moonstone Information Refinery requires an Office Assistant.  The successful incumbent will be responsible to maintain an effective and accurate administration and support function in relation to all logistical functions within the Regulatory Examination Body and Moonstone Group in order to minimise delays and increase client satisfaction.

Location:                       Stellenbosch, Western Cape

Contract Type:            Permanent

Appointment Date:   1 March 2021 or soonest there after

Remuneration:            Market related

Job Specification

• Ensure and maintain an accurate process in the administrative cycle of exam papers.
• Maintain relationships with External Invigilators through effective communication, planning and support.
• Assist candidates with directions to exam venues.
• Maintain an effective administrative, tracking and recording system for all parcels to minimise delays to and from venues/clients/providers.
• Effectively reconcile invigilator payments.
• Recordkeeping of Invigilator documentation.
• Assist with the reconciling/filing and recording of venue payments.

Competencies

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

Minimum Requirements

• Educational requirements:  National Senior Certificate.
• Diploma/certificate in business or office administration will be an advantage.
• At least 2 years administration experience.
• At least 2 years customer service experience.

Skills & Abilities

• MS Office skills are required:
  • Basic MS Word
  • Basic MS Excel
  • Basic MS Outlook
• Strong Customer Service skills.
• Strong Administrative skills.
• Effective planning, time, and stress management skills.
• Leadership skills.
• Deadline driven.

The successful candidate must be able to conduct him/herself in a professional manner at all times. Must have the ability to interact with clients and communicate effectively as well as be reliable and trustworthy.  Preference will be given to AA/EE applicants.

Interested employees can email your applications to https://careers.moonstone.co.za/moonstone-employment-application/, including your notice period and salary expectation as well.

Entries for applications close by end of the weekend, the 26 th of February 2021.

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 centred 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.

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.

Educational Requirements

·         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 #Paraplanner to info@globallocal.co.za

 

Please click here for a PDF of the specifications.

The practise

Established in 1997, this Claremont/Newlands-based practise has served clients in SA and abroad for more than 20 years. Over this time there have been seven representatives looking after the investment, employee benefit and long-term insurance needs of a growing client base of individuals, companies and trusts.

The practise provides a complete plug-and-play environment with documentation, policies and procedures to guide its representatives to exceed the legal requirements and provide exceptional service. This environment is supported by staff who are highly qualified and experienced in their fields.

Due to a retirement and a bereavement, the practise has the capacity to take on other appropriate Investment and Risk Benefit Advisors who want to be part of a small group of individuals who want to work together as a team to provide exceptional service to their clients.

Duties and responsibilities

The successful candidate(s) will be responsible for:

• Attracting new clients and relationships
• Engaging with and gathering relevant information from new and existing clients regarding their ongoing financial position, risk profile, needs and objectives
• Providing the highest standards of financial planning advice to new and existing clients using the practise’s fully supported processes and tools
• Implementing agreed solutions for clients
• Servicing clients in a meaningful way, including conducting periodic reviews and providing consistent feedback and communication.
• Updating financial plans and adjusting agreed strategies and solutions
• Maintaining the required knowledge, education, competencies, qualifications and professional development required of legislative and industry requirements and best practise

Whilst there is space to work from the office (and you would be most welcome), the practise is able to support advisors remotely and provides significant technological support for off-site work. Occasional attendance at the office for training and occasional meetings can be negotiated.

Minimum requirements

• This opportunity is open to all SA citizens regardless of race, gender etc. Non-SA citizens need not apply
• A proven track record of prospecting, new client acquisition and relationship building
• Bachelor’s degree in Commerce, Finance, Economics, Engineering or Law
• At least 3 years’ experience in financial planning
• Good verbal and written communications skills in English
• Completed RE5 regulatory examination

Factors which will count in the applicant’s favour

These will include:

• CFP® professional
• RE1
• Existing client base
• Ability to speak, read and write in another/other languages

Skills and competencies

• Desire to serve clients to the highest standards
• Professional attitude
• High attention to detail and accuracy
• Entrepreneurially minded
• Positively minded, enthusiastic and energetic
• Strong knowledge of:

– the legislative framework within which we operate

– financial planning principles, particularly in respect of investment-planning and investment management and / or risk benefits respectively.

– industry products and services

• Strong communication, inter-personal and presentation skills
• Natural ability to build trusted relationships both with clients and internally with other members of the practise
• Good time-management and organisational skills and the ability to manage multiple clients and tasks at the same time
• Self-motivated and able to work within a fully supported team-based environment independent of constant supervision.
• Good decision-making skills

Remuneration & benefits

• A negotiable market-related remuneration package commensurate with the applicant’s background and what they bring to the practise
• Revenue-sharing and bonus opportunities
• Full induction and training will be provided in Cape Town
• A fully functional support structure to allow you to work remotely
• All compliance and business support functions taken care of
• Relocation support within SA for qualifying candidates
• Compensation for investment book (complete or partial) for qualifying candidates

How to apply

For further information or to submit your CV for consideration, please contact Mark Cliff on 0837003600 or email markcliff@wealthps.co.za. All inquiries will be treated in the strictest confidence.

Please click here for a PDF of the specifications.

We are looking for a Loan Officer to evaluate, authorize approval or deny loan applications for people or for business. You will act as liaison between customers and our financial institution and you will help qualified applicants acquire loans in a timely manner.

Responsibilities

• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Update job knowledge on types of loans and other financial services
• Maintain and update account records
• Assess customer needs, explore all options and introduce different types of loans
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
• Οperate in compliance with laws and regulations and adhere to lending compliance guidelines

Requirements

• Proven working experience as a Loan Officer
• Familiarity with computers and banking applications/software
• Solid understanding of direct/indirect lending products and practices
• Excellent communication and interpersonal skills
• Customer satisfaction orientation and sales competencies
• Ability to work in a goal oriented environment

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)

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

Location:                                 Sinosteel Plaza, Johannesburg

Reference:                               MIR-INVADMINJHBJan2021

Contract Type:                      Permanent

Seniority Level:                    Junior/Entry-level

Appointment Date:            1 February 2021 or as soon as possible thereafter

Remuneration:                    Market related

Our Company, a service provider to the Financial Services Industry has a permanent position available at our Examination Centre in Sinosteel Plaza, Sandton, Johannesburg.

The main purpose of this position is to host the different types of Exams/Assessments/Workshops (paper and online format) offered by Moonstone within a secured environment according to the rules and regulations as stipulated by the FSCA and CHE/QCTO/INSETA (Quality Assurance Bodies).

Job Specification

• Hosting of different types of Exams/Assessments/Workshops within a secured environment
• Providing support to the examination process i.e:
  • efficient administration of examinations/assessments/workshops (paper and online format)
  • preparation of candidate/delegate entry
  • briefing of candidates
  • candidate invigilation (maintaining the proper conduct of a particular examination in accordance with the relevant exam regulations)
  • distribution of examination materials
  • the collection of the examinations.

Minimum Requirements

• Matric and/or Relevant Tertiary qualification
• Experience working or studying in a higher education environment is advantageous
• 5 years’+ experience in an office administration related role
• Knowledge and experience of relevant software applications – Intermediate experience in Microsoft Office Suite, Windows applications (for example Teams), Internet and e-mail
• Fully Bilingual (English & Afrikaans) – Proficient in spelling, punctuation, grammar and other English/Afrikaans language skills.

Skills, Competencies & Personality traits

• Ability to organize, prioritize and manage workload in order to meet deadlines
• Ability to demonstrate excellent problem-solving skill with the day-to-day challenges
• Ability to be methodical, detail-oriented and maintain a high level of accuracy
• Ability to communicate effectively both orally (briefing groups) and in writing
• Ability to establish and maintain co-operative and positive working relationships with management and team members
• Ability to take ownership of all administration procedures and identify areas of improvement
• Ability to work under pressure
• Ability to demonstrate excellent interpersonal skills with high focus on client service
• Ability to demonstrate excellent time management skills

The successful candidate must be able to conduct him/herself in a professional manner at all times. The individual must have the ability to interact with clients and communicate effectively as well as be reliable and trustworthy.

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

Closing date for applications: 28 January 2021

Only suitable applicants will be contacted. Should you have not received a response by 5 February 2021, please consider your application unsuccessful.

RESPONSIBILITIES
• Marketing of insurance products to clients
• Preparing a marketing plan in conjunction with management
• Preparing and presenting quotations to clients
• Document and maintain all new business records
• Obtain necessary documentation to effect new business, endorsements and renewals
• Obtain rates from insurers for renewals, endorsements and new business
• Handle and attend to all queries from clients
• Deal with cancellations from clients and ascertain reasons for cancellation.
• Determination of the renewal terms and amendments on all commercial short- term insurance business taking the client profile and segmentation into account
• Preparation of broker feedback on all renewal actions as well as the generation of the amended schedules.
• Maintaining of client records – keeping all relevant policy records and correspondence up to date in client files
• Regular communication with clients
• Strategise and implement marketing drives

SKILLS AND EXPERIENCE REQUIRED
• Minimum of Matric or equivalent thereof – E.g. NQ Level 4
• RE 5 qualification
• A minimum of 60 Commercial FAIS credits
• A minimum of 3 – 5 years experience in commercial insurance sales
• Candidates with relevant degree preferred

KEY COMPETENCIES REQUIRED
• Effective communication – verbal and written
• Ability to build relationships with clients and service providers
• Ability to close sales
• Knowledgeable in social media marketing
• Customer centric
• Ability to see the bigger picture
• Good interpersonal skills
• Ability to lead in a constantly changing environment
• Ability to work in a team

Integricall Insurance Brokers is looking for Short Term Insurance Sales Consultants / Financial Advisors for Randburg (8) and Durban (8)

Requirements

– Matric / Grade 12
– FAIS Credits
– RE5 depending on your DOFA
– Sales background
– Honesty and Integrity
– Insurance background

What Do We Offer?

– Basic Salary
– Commission
– Incentives
– Funeral Cover

Send your detailed CV to : jacky@integricall.co.za and peterk@integricall.co.za

You may contact us

Jacky Aphane @ 010 590 5643 / 083 477 4226 (Durban)

Peter Kamoyo @ 011 869 2266 / 067 249 2650 (Randburg)