– Identify and writing new Short Term Insurance Business

– Service new and existing clients

– Personnel management

– Reporting

– Cross selling within UNIGRO Financial Services

– Budget management

– Training and Development

A position exists for an Investment Analyst within the investment analytics team.

This individual will be responsible for assisting in the investment division in providing Portfolio construction analytics, accurate break downs of returns and their attributions, assist in creating investment products and help analyse the breakdown of multi-management funds. There will be some liaison work with both internal and external clients around portfolio construction and performance.

Key responsibilities

• Pricing
  –     Acting as resource and part of a team, responsible for the daily updating of pricing models, by capturing or uploading the prices to the system
• Product cash flow management
  –     Checking and updating product cash flow management, investment, disinvestment and switch instructions across all funds and products
• Portfolio analytics and rebalancing
  –     Preparing rebalancing spreadsheet
  –     Reviewing asset allocation and compliance to Regulation 28
  –     Instructing asset allocation cash flows to realign funds to strategic exposures.
  –     Undertaking accurate assessment of portfolio exposures from a risk and return perspective
• Manager review and due diligence
  –     Reviewing manager performance, fund exposures, risk and market views
  –     Reviewing investment house for compliance, process, philosophy and skill
  –     Discussing portfolio exposures and performances with managers
  –     Attending investment report-backs with managers
  –     Ensuring integrity of qualitative and quantitative data utilised in screening models
  –     Writing Excel formulas for screening purposes (running model)
  –     Detailed review of model, formulas and results after screening process
  –     Opening of Style Advisor and asset allocation systems
  –     Reviewing manager performance, fund exposures, risk and market views
  –     Enhancement and further development of systems to ensure optimal operational efficiency
• Reporting
  –     Assisting with preparation of investment reports for clients
  –     Preparing scatter plots monthly
  –     Preparing and reviewing fund facts sheets and information sheets
  –     Assisting with ad hoc reports for internal and external use
  –     Assisting with preparation of Market Update monthly
  –     Assisting with preparation of Trendline quarterly
  –     Preparing asset allocation reports for external managers
  –     Preparing and presenting economic and fund performances to clients
• Compliance and regulatory reporting
  –     Assisting with preparation of Reg28 reports
  –     Assisting with preparation of SARB and / or FSCA reports
• Performance
  –     Preparing / reviewing fund performances
  –     Preparing / reviewing benchmark performances
  –     Preparing / reviewing manager performances
  –     Preparing / reviewing daily pricing monitor
  –     Assisting with preparation of performance attribution for institutional clients
• Portfolio and Product construction
  –     Assisting with portfolio construction process
  –     Building models and assessing return profiles for products and funds
  –     Researching alternative portfolios
  –     Understanding asset class exposures and impact of changes to construction models
• Risk management
  –     Measuring portfolio risk against benchmark
  –     Reviewing manager exposures relative to market risk
  –     Reviewing combined portfolio risk relative to benchmark
  –     Reviewing manager portfolio changes and implied risk – currency, commodities, etc.
• Internal and external presentations
  –     Preparing and presenting Monthly sales meetings – economic and performance
  –     Preparing and presenting Weekly market update – economic and performance
  –     Preparing and presenting Client quarterly investment report back
  –     Preparing and presenting Client ad hoc Investment Sub-Committee meetings
  –     Assisting with preparation and presentation for GTC Investment Sub-Committee meetings
  –     Preparing and presenting New business sales presentations
  –     Reviewing manager performance, fund exposures, risk and market views
• Research
  –     Assisting with preparation of comparative performance relative to surveys
  –     Reviewing market information (newspapers, periodicals, presentations, etc.)
  –     Reviewing local and international research
  –     Reviewing market views of assets classes
  –     Assisting with preparation of Economic reviews – for clients

Skills and experience required

• B.Comm or BSC business degree with a post-graduate qualification (Hons/CA/CFA/Actuarial exams, etc.) essential
• CFA preferred
• An actuarial degree or progress towards qualifying as an actuary preferred
• Economics background or formal qualification and advantage
• Financial risk management or risk attribution experience preferred
• Registered Persons exams an advantage
• CFP subjects passed or FPI member is an advantage
• Minimum of 3 to 5 years’ experience, which could include investment consultant, investment analyst, portfolio manager, financial risk manager, trading financial markets, investment product design, marketing of financial services, actuarial consultant
• General investment management knowledge needed
• Understanding of investment strategies essential
• Ability to understand and evaluate asset manager strategies and processes
• Excellent working knowledge of MS Office (Word, Excel, Outlook), proprietary software program and licensed software such as Style Research, Style Advisor, etc.
• Driver’s license
• Ability to travel
• Fluent in English

Personal attributes

• High ethical standards / personal integrity
• Strong verbal and written communication
• Interpersonal sensitivity
• Self-motivated
• Strategic awareness
• Organisational awareness
• Focus on continual learning
• Dedication to servicing client requirement according to the standard operating procedures within the compliance framework.

Office hours

08:00-17:00 but may be times where deadlines need to be met and extended hours become necessary.

Key responsibilities

• Claims process
  –     Generation of redemption instructions
  –     Process disinvestment ROTs for claim transfers
  –     Process tax applications
  –     Generate claim EFTs
  –    Validate and sign-off claim letters
•  Contributions – Month end process
  –     Monthly contributions
  –     Month-end accounting and financial control
  –     Bank account monitoring
• Client reporting
  –     Preparation and compilation of various reports per internal or external requests
  –     General system static reports
• Communication
  –     Query logging and escalation
  –     Internal and external feedback
• Month-end process
  –     Processing S14s transfers in
  –     Bank reconciliations and linking
  –     Monthly audit working paper preparation
  –     Process all investment trades
  –    Pricing and validation of investment trades
• Activity management
  –     Activity planning
  –     Completion, validation and sign-off on daily tasks
  –     Monitoring of activity progress
  –     Management escalation
  –     Manage and maintain the claims inbox and ensure that members are exited on Everest
  –     All related documents (as per the above) to be uploaded to Workflow within 24 hours of receipt in the mailbox

Skills and experience required

• Matric with Higher Grade Maths with a minimum C symbol or equivalent thereof
• Minimum of 3 years working experience in a similar environment
• Excellent working knowledge of MS Office (Word, Excel Advanced, PowerPoint, Outlook)
• Degree or Diploma in Finance completed or in progress
• Strong working knowledge of figures

Personal attributes

• Ability to work independently
• Self-motivator
• Professional
• Attention to detail
• Ability to liaise at all levels, both verbally and in writing
• Ability to investigate, analyse, reconcile and solve problems
• Time management, planning and prioritisation skills
• Ability to cope well under pressure
• Proactive
• Deadline driven

Office hours

• 08:00-17:00
• There will be occasions where the incumbent would need to work overtime.

Please submit applications to recruitment@gtc.co.za by 29 February 2020

The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills.

Requirements: Matric; minimum 5 years’ experience in the Short-term Insurance Industry; computer literacy (MS Word, Outlook and Excel); must be FAIS qualified with RE completed.

Responsibilities and duties will include but are not limited to:
– Quotations
– Issuing of new business
– Processing policy endorsements
– Monthly renewals

Email CV to greg@cookefuller.co.za

Key responsibilities

• Design, development and maintenance of the Qlik data models
• Design, development and testing of Qlik applications
• Provide ad-hoc user support, including occasional data extracts
• Assist with performance and tuning of Qlik applications
• Provide user training and documentation for supported applications
• Work with business users to develop data visualization applications meeting their needs
• Implementation of best practices for data visualization;
• Confirm reported output is accurate and matches user requirements
• Communicate any inconsistencies within information displayed in BI System
• Assist with monitoring and maintaining server

Skills and experience required

• Tertiary qualification
• At least 3+ years related work experience
• Good analytical and problem-solving skills
• Ability to write well-structured T-SQL
• Strong excel skills
• Strong data modelling skills

Personal attributes

• Ability to work with various levels of management and work independently and as part of a team
• Initiative
• Time management skills
• Attention to detail
• Professional at all levels
• Friendly and helpful
• Proactive
• Excellent organisational skills
• Ability to liaise at all levels, both verbally and in writing
• Ability to cope well under pressure

About the Company

Please refer to our website http://www.gtc.co.za/about-us-2/

Please submit applications to recruitment@gtc.co.za by 29 February 2020.

 

Galileo Capital Wealth has a Para Planner position available in Hyde Park Johannesburg.

Job Description:

This is a great opportunity to join a mature financial planning practice and to work in collaboration with an experienced and award-winning Financial Planner. The successful applicant must be technically strong and be able to work under pressure. The successful applicant will gain extensive experience covering the whole spectrum of wealth and investment planning. The successful applicant must be a self-motivated individual with clear and concise communication skills – verbal, writing and telephone – who gives attention to detail and works accurately.

Qualifications/ requirements:

• Post-Graduate Diploma in Financial planning.
• Preferably 2 years work experience in the industry
• Being a Certified Financial Planning ® professional will be an advantage
• Computer literacy in Excel, Word and Office is critical
• Fluent in Afrikaans and English, verbal and writing

Please forward your CV and proof of qualifications to the practice manager in JHB, Gerda van der Linde:

gerda@galileocapital.co.za before 28 February 2020

 

Key performance areas:

1. To promote the Insure product to a large panel of IFAs
2. Provide training to the Business consultants in the team
3. To achieve set targets
4. To manage the New Bus process
5. To report weekly and to follow up on leads

Minimum requirements:

• Minimum of 2 years relevant short-term experience
• Confident, disciplined, organized
• Team focus
• Commitment to service excellence
• Project management skills
• Entrepreneurial flair
• Self development and emotional intelligence

The role:

Wealth and Investments: Administration & Operations

Minimum qualifications and experience:

• Completed industry related (e.g. B.Com, CFP, etc) tertiary qualification
• A minimum of 5 years relevant work experience
• Excellent computer literacy (word, excel, etc)
• Excellent verbal and written skills
• Working knowledge of financial (FIC) and regulatory (FAIS) markets

Job Specification: 

Collating, processing, validating and analysing financial data across a wide variety of financial products and instruments, including, but not limited to;

• Collective Investment Schemes
• Life Products
• Retirement Products
• Shares
• Offshore investments
• Administration Platforms

Internal and external liason on administration / operational matters primarily with;

• Product providers (both locally and abroad)
• Clients (nationally)
• Cordatus Wealth & Investment professionals

Key areas of responsibility:

• Maintaining and enhancing a robust work-flow process within the company
• Performing checks / validations / updates on all client instructions & information
• Communicating with clients and other service providers relating to the services we offer
• Identifying risks at client level
• Maintaining records of all interactions with clients
• Support Wealth Managers as required in providing a client servicing function
• Add hoc duties as may be required from time to time

Key competencies sought

• Accuracy and Attention to Detail (dot the i’s & cross the t’s)
• Excellent Time Management Skills (business is subject to various timelines)
• Excellent Problem Solving Skills / Adaptability (things just go wrong sometimes)
• Excellent Verbal and Communication skills (seen as a marketing function)
• Ability to function well under pressure and prioritise workflow (competing demands from within & outside of the business)
• Above-average numeracy skills (we are a numbers business)
• Professionalism and ability to relate to others (you will interact personally with clients from time to time)
• Ability to function as part of a team (we are a small staff complement comprising highly qualified professionals)
• “Common sense” is highly valued within the business (think first!)

There may be occasions when the incumbent will be required to work extended hours in order to complete tasks, assist the team or respond to clients. We are not clock-watchers, with a healthy work-play balance valued. Flexibility is provided around certain core operating hours as and when required.

Please note. Being a small team, there is little (no!) chance of climbing the corporate ladder and/or managing a team. This position will be well suited to an individual who seeks a smaller, more intimate working environment. The position is more broadly defined (than at larger companies) as the incumbent will be exposed to all areas of the business and will be expected to constantly seek to add value across multiple functional areas (e.g. marketing, website, meetings, etc). We value and reward loyalty, professionalism and discretion, in addition to functional capabilities.

Should you be interested in applying for this position, contact

Craig McKay

craig@cordatus.co.za

Rolfe Casewell

rolfe@cordatus.co.za

 

CLAIMS ADMINISTRATOR – (RECOVERIES & LIABILITIES)

The position for a Claims Administrator (Recoveries and Liabilities) has become available at the MUA offices, Cape Town.  MUA is looking for a high energy dynamic individual to join their team. The successful applicant will assist the Claims Legal 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 legal matters on Straighthrough.
• Manage the Recovery/Legal Liability process and progress with external Legal Department and ensuring all SLA’s are adhered to.
• Update claims progress and estimates on the ABACUS system.
• Manage an accurate diary of the workflow and deadlines for information and service.
• Process 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:

• Legal/Recovery claims experience of 3 – 5 years required.
• Matric [Certificate to be supplied] / senior certificate;
• Relevant 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.
• Ability to solve problems and adapt to change.
• Ability to remain calm and productive under pressure.
• 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 skills (MS Office: Outlook, Word, and Excel).

Should you be interested in applying for this position, please send latest, detailed CV to:

Lizelle Truter, Manager: Specialist Claims and Petra Smit, HR Manager by  close of business on Wednesday 27 November 2019 for consideration on: E-mail: LTruter@mua.co.za and psmit@mua.co.za.