DOMESTIC UNDERWRITING – COOKE FULLER GROUP – KLOOF AREA

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 sector; 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 / Annual renewal processes

Please submit CV to greg@cookefuller.co.za

COOKE FULLER GROUP – KLOOF

Cooke Fuller Group based in Kloof KZN has a vacancy for a junior Short-Term Insurance Accounts Executive/Broker.

Experience and Minimum Requirements:

• Gr12 (Matric).
  FAIS Compliant.
  5 years External Broking experience – Domestic & Commercial Lines.
  Own Transport essential.
  Worked in Broker environment – minimum 2 years.

 

Skills and Competencies:

• Team player.
  Self-driven and able to work both independently and within the Company policy and standards framework.
  Good communication and interpersonal skills.
  Policy, Product and System Knowledge.
  Self-Driven in terms of planning, organising and follow up.

 

• Key Performance Areas:
  Client Base – maintain & grow a profitable client base – renewals/new business, FAIS Compliance documentation.
  Underwriting – provide effective instructions and paper work to underwriting support staff.
  Claims – turnaround times, communication with claims support staff.

 

Please submit a brief CV to greg@cookefuller.co.za

 

Global & Local is looking for a highly capable person who can grow with the company in the role of an Investment Analyst/Para Planner.

Minimum 3 years experience is required.

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.

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. Eg, 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.

Requirements

• Tertiary Qualification essential.
• Financial Planning Qualifications RE5 is essential.
• Financial Planning experience will be advantageous.
• Customer centric & Result driven,
• Clear credit record with no criminal record.
• Effective planning, organising and time management skills.

 

All applications must be emailed with the subject line #Analyst. to info@globallocal.co.za

Moonstone Information Refinery is looking for a creative Digital Multi-Media Specialist / Graphic Designer with strong experience designing for multiple mediums including print, web and social media.

The ideal candidate should possess an eye for compelling conceptual design with outstanding graphic design skills and have knowledge of HTML/CSS. This position would work closely with the Marketing and Communications Team on numerous projects.

Duties and responsibilities

• Work with the team to produce and deliver various high quality, design-savvy print and web design collateral (graphics, page layouts, email campaigns, etc.) in accordance with the requirements of a given project or task
• Present and articulate the rationale for design solutions based on best practices and current industry standards
• Collaborate closely with the Marketing and Web Development teams to ensure that designs push the envelope yet are technically feasible
• Create and maintain design assets for existing websites, and Print Media
• Work with the Team to design and deploy email campaigns based on best practices that adhere to our brand style guidelines
• Troubleshoot and ensure quality of final output of projects
• Provide on time delivery of web content for fast-paced project releases
• Collaborate with design agencies as needed to support their design requests
• Update and promote all social media networks and outlets
• Responsible for daily content on social media pages including multiple Facebook pages
• Make sure that all content is proof read and checked for typographical and grammatical errors
• Present reports at Weekly Marketing Meetings
• Assist with website changes and ensure work is done quickly and accurately
• Other tasks as assigned by the head of department.

When submitting your application, please ensure to include the following:

• Cover letter (Please describe your specific interest in this position and your interest in working for our company)
• Resume
• Salary expectations
• Notice period
• Links to your online portfolio site.

Minimum skills requirements

• Graphic design related qualification (NQF7) or any other relevant courses
• Three+years of graphic design/web design experience
• Creativity and focus on quality are essential for all deliverables
• Solid knowledge of industry basic principles and a passion for emerging web technologies
• Experience in building front-end web pages using HTML and CSS
• Familiarity with best practices for creating email campaigns for all browsers, platforms, etc.
• Detail-oriented and organised with the ability to manage requirements and schedules across multiple projects
• Ability to scope and specify project requirements
• Eager to learn, super multi-tasking skills and thrive in a fast-paced entrepreneurial environment
• Excellent oral and written communication skills
• Experience in working with an outsourced web development team, video editing (Camtasia, Adobe Premiere, etc.) and designing mobile applications is a plus

Technical skills requirements

• Applications: Adobe Creative Suite (Photoshop, Illustrator, InDesign, XD prototyping) or sketch
• Technologies: HTML5 and CSS
• Email Campaign Tools (e.g. MailChimp, Rocket Mailer)
• Content Management Systems such as WordPress and Social media management platforms such as Buffer

Please note: Preference will be given to AA/EE applicants

Only suitable applicants will be contacted. Should you have not received a request for interview by 30 October 2020, please consider your application unsuccessful.

Company Description

Moonstone is a people`s business operating in the financial services industry. We are an uncompromised and independent provider of services to financial service providers. We employ the latest technology, processes and solutions to provide an unparalleled level of service.

As a vastly experienced player in the industry, we add value to your practice by providing essential services to all levels of financial advisors, assisting them to grow their businesses and benefit from improved practice management. Our comprehensive compliance service, for instance, also includes assistance with licensing, risk management and training.

Moonstone is now also the regulatory examination body of choice for most candidates.

Moonstone Information Refinery is looking for a creative e-learning graphic designer/online education graphic designer with experience designing to facilitate learner goals.

The ideal candidate should possess an eye for compelling conceptual design with outstanding graphic design skills and have knowledge Authoring tools. This position would work closely with the instructional design team on numerous projects.

Duties and responsibilities

• Work with the team to produce and deliver various high quality, educational graphic elements and experiences
• Present and articulate the knowledge in a simple graphical manner
• Collaborate closely with the instructional design team to ensure that designs push the envelope yet are technically feasible
• Create and maintain design assets for existing projects and manage the archiving of all assets
• Troubleshoot and ensure quality of final output of projects
• Provide on time delivery of graphical content for fast-paced project releases
• Make sure that all content is proof read and checked for typographical and grammatical errors
• Present and report at weekly marketing meetings
• Maintain the e-learning brand and updates as needed

When submitting your application, please ensure to include the following:

• Cover letter (please describe your specific interest in this position and your interest in working for our company)
• Resume
• Salary expectations
• Notice period
• Links to your online portfolio site
• Please also include an example of how you transformed a design brief into a the final deliverable.

Minimum skills requirements

• Graphic Design related qualification or any other relevant courses
• 3+ years of Graphic Design experience
• At least 1-year experience designing graphics for online education
• Creativity and focus on quality for all deliverables
• Sound knowledge of industry basic principles and a passion for emerging technologies
• Experience building assets in authoring tools
• Detail-oriented and organized with the ability to manage requirements and schedules across multiple projects
• Ability to scope and specify project requirements
• Eager to learn, super multi-tasking skills and thrive in a fast-paced entrepreneurial environment
• Excellent oral and written communication skills

Technical skills requirements

• Applications: Adobe Creative Suite (Illustrator and bridge)
• Technologies: Articulate Storyline and Rise 360
• Learner Management Systems (Moodle)

Please note: Preference will be given to AA/EE applicants

Only suitable applicants will be contacted. Should you have not received a request for interview by 30 October 2020, please consider your application unsuccessful.

Company Description

Moonstone is a people`s business operating in the financial services industry. We are an uncompromised and independent provider of services to Financial Service Providers. We employ the latest technology, processes and solutions to provide an unparalleled level of service

As a vastly experienced player in the industry, we add value to your practice by providing essential services to all levels of financial advisors, assisting them to grow their businesses and benefit from improved practice management. Our comprehensive compliance service, for instance, also includes assistance with Licensing, Risk Management and Training.

Moonstone is now also the regulatory examination body of choice for most candidates.

 

ADMINISTRATIVE ASSISTANT

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
5. Administrative Experience will be beneficial

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 16 October 2020

Introduction

Vacancies exist for Outbound Sales Consultants in the Outbound Sales Department based in Johannesburg. The candidate will be required to ensure Customer Service Standards are maintained and reach sales targets whilst working in a highly pressurised environment. We require a diligent, committed and hard-working individual, who can be a part of a highly motivated team. RE5 accreditation is a mandatory requirement. Preference will be given to candidates who are fluent in English and Afrikaans.

Job description

• Upselling /cross selling Value Add products
• Meet and exceed the sales quotas
• Maintain contact and build lasting relationships with customers
• Make sales calls and contact both potential and existing customers
• Keep records of all interactions with customers
• Keep abreast of the latest market trends and remain updated on product knowledge
• Development of innovative and creative sales techniques
• Upselling/cross selling on different campaigns
• Ensure that Customer Service standards are maintained in a highly pressurised environment
• Follow up leads/queries
• Identify the needs of a customer and meet those needs through the purchase of products or services

Minimum requirements

• Matric and minimum of 1-2 years outbound sales experience in a call centre
• RE5 accreditation requirement
• Excellent typing and accurate data capturing skills
• Excellent communication skills and telephone manner
• Computer literacy
• Analytical skills
• Persuasive and competitive nature will be an advantage
• FAIS accreditation an advantage
• Proven sales record

 

Capital Legacy an Authorized Financial Services Provider is seeking talented individuals with experience in insurance for the Gauteng Area. Successful candidates will be responsible for drafting of Wills and marketing of a protection plan to cover estate costs. Minimum requirements are as follows:

• 2 year sales experience
• Own transport
• NQF Level 5 qualification
• RE5

PLEASE DO NOT APPLY IF YOU DO NOT MEET THE MINIMUM REQUIREMENTS.

In exchange we provide the following:

• 100% Commission
• Petrol Allowance
• Training
• Participation in Group Life Insurance
• Option to participate in Medical Aid

You can forward your CV to desiree@mmfin.co.za

PURPOSE OF JOB

This Principal Officer role is in respect of 3 retail retirement funds which are managed concurrently

QUALIFICATION

Relevant tertiary qualification

EXPERIENCE

At least 5 years’ experience as Principal Officer or as a trustee of a retail retirement fund.

KEY RESPONSIBILITIES & ACCOUNTABILITIES

• Ensure that the Funds operate within the legislative framework and that the governance of the Funds is compliant with all the regulatory and statutory requirements and assist the Boards in ensuring that treating customers fairly objectives are considered in all Board decisions.
• Assist the Boards in managing the affairs of the Funds from a compliance and governance perspective.
• Prepare for meetings, check minutes and liaise with service providers to ensure compliance related action items are implemented.
• Execute Board instructions and report on relevant fund related matters.
• Ensure section 14 process and documents are correctly implemented and timeously executed.
• Liaise between regulator and Boards and ensure all notifications, applications and reports are timeously submitted.
• Ensure maintenance of Fund rules.
• Ensure governance of Funds complies with best practise and is fit for purpose.
• Liaise with auditors.
• Promote Board member and fund officers training.
• Oversight of complaints resolution.
• Attend all Board meetings and report to the Boards.
• Perform any other statutory functions of the principal officer

 

COMPETENCIES

• Fit and proper, and eligible for approval by the regulatory authority
• Analytical and problem-solving skills
• Communication and facilitation skills
• Organisational skills
• Must be able to effectively work independently as well as part of a team

 

ADDITIONAL INFORMATION

• All meetings are held in Claremont, Cape Town. Candidates based in the Western Cape will be preferred.
• The appointee must be available electronically during business hours in order to communicate and sign documentation.
• The hours required in total on all 3 funds are estimated at 16 to 20 hours per month (oversight of administration) and a further 8 hours per quarter to prepare for and attend Board meetings. These hours are, however, subject to variation depending on matters that arise
• Preference will be given to Employment Equity Candidates.

 

Interested applicants who meet the criteria can send their CV to nishik@citadel.co.za