Requirements:

• Strong Leadership Skills
• Minimum Management Experience of 10 years
• Solid Insurance Industry and preferably Broking Experience of Minimum 10 yrs.
• Fais Accreditation NFQ 6 Full qualification and minimum RE 5 – (long term and short-term classes)
• Matric
• Good Product and Market Knowledge
• Passionate about Service Delivery – Focused on TCF
• Able to work well with Compliance Team
• Action Orientated
• Must be willing to relocate to Durban

Responsibilities:

• Responsible Management of Team through Motivation
• Identifying and Managing Monthly Performance, targets and efficiencies
• Work closely with the Directors and Compliance team on Processes, Systems, Reporting and Product
• Identify administrative inefficiencies
• Ensure all daily/weekly and monthly Operational Reports are managed & updated.
• Regular and Month-end reporting to Directors/Compliance
• Identify new client opportunities and their needs-
• Build Client relationships
• Network with Internal departments due to Integration with other business streams
• Drive service delivery
• Comfortable with strategic meetings

To apply.please email you CV and covering letter to cvs@pioneerds.co.za. The closing date for submissions is 31 July 2019

Looking for an energetic Administrator that can provide an effective and efficient administrative, secretarial function to support a Discovery financial planner.

This is an entry level position and the starting salary:  R6000-R8000(depending on experience)

Required Skills

High level of professionalism

Exceptional communication skills (verbal and written) Ability to work well under pressure and independently Excellent organization skills Strong attention to detail Pro-active thinking and actions The ability to plan, prioritize, multi-task

Comfortable making cold calls

Applicant must live close to Fourways/Sandton/Randburg area

Minimum Requirements

Matric

1-3 Years’ experience – PA level

Fully computer literate

Own Car and a valid driver’s licence

Can speak Afrikaans and English fluently Previous experience in the Financial Services Industry will be advantageous Computer Literate Experience

If you have not received a response within two weeks, your application was most likely unsuccessful.

Underwriting opportunity with well establish Short Term Insurance Brokerage.

We have positions available for dynamic commercial and or personal short-term insurance underwriters.

Qualifying requirements:

• A recognised qualification as per the FSCA list or if prior to 2009, 60 credits at NQF Level 4
• RE 5
• Compliant with FAIS and Continuous Professional Development (“CPD”) requirements as set out in the Determination of Fit and Proper Requirements for Financial Services Providers, 2017, in respect of the current CPD cycle (“2018 CPD cycle”). 18 hours proven in a competence register with evidence of CPD activities
• Have no criminal record and not been declared insolvent by a court of law or in the process of being declared insolvent.
• We are looking for experienced commercial and or domestic underwriters. The successful candidate must have experience in all classes of insurance and be able to produce accurate and professional work.

Responsibilities:

• Retention of existing business
• Request quotations for clients and closing thereof
• Follow up on underwriting
• Advising clients on their short term insurance needs
• Renewals of policies
• Developing relationships with clients, product providers, colleagues etc.
• Dealing with service providers
• Attending job-specific training

Minimum Requirements:

• Very good communication skills (both written & verbal: Minimum requirement: English & Afrikaans)
• NQF Level 4 in Short-Term Insurance Commercial Lines (complete full qualification as set by regulation – 150 credits) will be to the advantage of the applicant
• Relevant working experience essential

Competencies:

• Negotiating skills
• Interpersonal skills
• Problem solving and analysis
• Cross-functional awareness
• Plan, organises and follow-ups
• Seeking sales opportunities
• Computer literacy

Candidates interested must forward their CV, ID and supporting documentation to charmaine@dkdv.co.za. Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.

Pioneer Debt Solutions is looking for motivated & target driven Sales Consultants.

This is your chance to work for a debt review company in South Africa with limitless growth opportunities.

We offer market-related salaries and uncapped commission.

Minimum requirements :

Matric
Computer literate
Minimum 1 year sales experience
Ability to work in a team
Fluent in English, Zulu, Sesotho
Good telephone skills
Target driven
Data capturing
Willingness to learn
Closing date is 30 June 2019.

Send your cv to cvs@pioneerds.co.za

We are looking to employ financial advisors in the following areas.

Newcastle, Dundee, Ladysmith, Piet Retief, Vryheid, Escourt, Volksrust, Pongola, La Lucia Ridge, Durban, Amanzimtoti, Port Shepstone, Pietermaritzburg, Kokstad, Mataliele, Hammersdale, Richmond, Howick, Empangeni, Richards bay, Ulundi, Mtubatuba, Mtunzini, Melmoth, Eshowe,

We are seeking entrepreneurial, dynamic self-starters to join the fast-paced, greatly rewarding industry of financial planning and wealth creation.

Successful candidates will receive extensive training and development that will culminate in an industry-specific postgraduate qualification. We provide on-going support from our professional team of specialists and a strong mentorship environment that new and experienced candidates thrive in. We also offer a highly competitive remuneration model and technical support.

Candidates applying should consider the fact that this position is a long-term career opportunity to grow into your own practice, hence hard work and learning will be ongoing requiring diligence and dedication.

Candidates will need to show evidence of the following:

• Excellent communication, interpersonal and listening skills;
• The ability to explain complex information simply and clearly;
• The ability to network and establish relationships with clients;
• Research and analytical skills;
• Negotiation and influencing skills as well as determination and tenacity;
• Time management skills;
• Customer service skills;
• Self-motivation and organisation;
• A good level of numeracy and IT skills;
• A target-driven mindset;
• Discretion and an understanding of the need for client confidentiality;
• An ethical and professional approach to work.

Minimum requirements

• Grade 12 ( possessing a tertiary qualification would be highly advantageous)
• Computer literate
• No adverse listings (criminal, credit, etc.)
• RE 5 if you have been within the financial services industry for more than 18months
• All industry relevant qualifications if you have had prior industry experience
• Driver’s license with own reliable transport

Should you meet the above requirements kindly email your C.V. through to tildar@tiararecruit.co.za or info@tiararecruit.co.za

Kindly specify which area you are seeking employment in.

The role

Are you an experienced individual in all things Compliance, Legal and Risk, looking for an adventurous career move?

We are an organization that firmly believes in moving forward and seizing opportunities. A good business never relies on previously established ways and methods but rather lies in the ability to innovate.

With an environment that presents unique and changing challenges, it’s with excitement that we begin our search for a talented, multi-faceted Manager: Compliance, Legal and Risk to be responsible for the successful implementation, management and monitoring of the Companies’ Compliance, Legal and Risk function.

A dynamic position that requires attention to detail, the ability to multitask, a desire to troubleshoot and resolve issues, and the ability to communicate effectively. The ability to cultivate strong relationships with key stakeholders, a definite advantage.

The detail

Compliance, Legal and Risk

• Actively participate in various committees, and interact with legal counsel and regulatory bodies when required.
• Identify and advise the Audit and Risk Committee, Executive Management and Management of emerging compliance issues and guide the company in the establishment of controls to mitigate risks.
• Issue corrective action notices to management when compliance deficiencies are found and follow up to ensure appropriate corrective action is accomplished.
• Provide technical assistance and resources to lines of business to implement new or changed legal or regulatory requirements.
• Provide knowledge and technical expertise to management for new and changed products.
• Interpret and clarify legislative changes.

• Maintain compliance database of regulations, procedures and monitoring activities.
• Ensure all group regulatory policies and procedures have been documented, implemented, communicated and followed, and implement new policies and/or procedures as necessary.

Insurance

• To take responsibility for the insurance control functions.

Leadership

• Ensure that the compliance department activities run smoothly and efficiently by providing management, training and supervision.
• Provide strategic direction and input to the department and company in general.
• Direct staff in assessing and monitoring of the companies’ internal controls to ensure compliance with all relevant laws and regulations through formal compliance audits.

Reporting

• Submit a monthly report to the Executive Committee, quarterly reports to the Audit and Risk Committee, and other committees, and adhoc reports as per regulatory requirements.

Are you this person?

• LLB degree, completed articles, certification in Compliance and Risk – do you tick all these boxes?
• Do you have a minimum of six years’ experience in a compliance role of which some were on a management level?
• Implementing systems and procedures, drafting reports and delivering on regulatory compliance reviews, training and presentation skills – is the familiar ground to you?
• Would you consider yourself a fundi in compliance with a focus on short-term and long-term insurance, FAIS, FICA, FSR Act, POPI, IA, CPA and TCF?

Join us!

 Send your CV to Natasha.Anthony@ignitiongroup.co.za

 

A position exists for an experienced Employee Benefits Administrator at a large Independent Brokerage in Kloof, Durban.

Suitable candidates with 3 to 5 years’ experience and recognised tertiary qualifications should apply.

The person will be responsible for a portfolio of risk schemes and retirement funds to administer and therefore needs to be skilled in the following:

·        Risk benefit claims (death, disability claims etc)

·        Withdrawal claim process

·        Retirement claim process

·        Monthly payment reconciliation and contribution submission process

·        General understanding of relevant legislation and compliance thereof

·        Liaison support to client payroll and product providers

·        Day to day fund administration and support to Account Managers

Desired experience and qualifications:

Minimum 3 to 5 years’ working experience in the employee benefits industry

Recognised industry related qualification, tertiary qualification advantageous

General understanding of employee benefits

High level of integrity and accountability

Ability to work independently, commitment to keep deadlines

Some working experience with benefit analysis

Managing and liaison of the claims process

Experience with online submissions to fund administrators

Contactable references a must

 

Package and remuneration

A market related Cost to Company remuneration package

CTC benefits include medical aid and provident fund

It is important to state your expected salary figure when applying for the position

All successful applicants will be contacted directly.  Due to large volumes of applications please consider your application unsuccessful if you haven’t heard from us within 2 weeks.

Minimum 3 years experience in domestic underwriting

Must meet  the Fit and Proper requirements

Please do not contact us if you do not have the relevant experience. Should you not be contacted within 72 hours of your application consider it unsuccessful.

Manage All (Pty) Ltd is a National Medical Scheme Brokerage with the Head Office in Pretoria. We would like to expand the business and have vacancies available for Brokers / Representatives in all nine provinces.

REQUIREMENTS FOR THIS POSITION:

•  Bilingualism – Afrikaans and English – read, write and Business communication;
• National Grade 12 certificate (Matric);
• **A FSCA recognised qualification in terms of the Financial Advisory and Intermediary Services Act (FAIS) (120 credits) – recommendation;
• **Successful completion of Regulatory Examination 5 (RE5)  – recommendation;
•  **Successful completion of relevant Class of Business training – recommendation
• Compliance with all other relevant Fit & Proper requirements
• Valid driving license;
• Own transport, cell phone, laptop/computer and internet access;
• Computer literacy – Microsoft e.g. Excel;
• Sound interpersonal relationship and marketing skills.

(**Subject to the DOFA of an applicant, the necessary **requirements, may be obtained while acting as an authorised Representative working under supervision)

EXPERIENCE REQUIRED:

• Marketing and sales experience of Medical Schemes and related top-up products e.g. Gap Cover – recommendation;
• Knowledge of FSB and CMS compliance requirements – recommendation;

ABILITY TO:

• Work under pressure
• Execute mandate in a structured and analytical manner
• Work independently but also as part of a team
• Submit complete new business applications
• Maintain a client base
• Treat clients fairly

ATTRIBUTES OF:

• Emotional maturity
• Achievement and target driven
• Integrity and ethical behaviour

WE OFFER:

• Pleasant work circumstances;
• Compulsory training and annual refresher courses;
• Three commission income streams – Medical, Professional fee & Top-up products;
• Competitive remuneration package – first year commission payable monthly as an up-front/once-off commission and from 2nd year as monthly recurring income;
•  Funeral Cover Scheme;

CONTACT US AT:

pa@manageall.net or 086 110 1368

Manage All (Pty) Ltd reserves the right to not make an appointment.

Trusted, salary only advisory firm of CFP® professionals is looking for a Career Paraplanner to provide support to their wealth advisory team.

Candidate Profile:

• Numerate BCom or equivalent graduate. Finance, financial planning or investment management majors preferred
  CFP® designation would be advantageous
• At least 5 years experience in a wealth management environment
• Excellent interpersonal and writing skills required
• Ability to function under pressure with a focus on the quality and accuracy of output
• Ideally suited to candidates living on the West Rand. Our offices are situated outside Featherbrooke Estate

What the job entails:

• This is an office-bound role
• Drafting of client proposals and preparing client investment reviews for presentation by the wealth advisory team
• Servicing clients via telephone and email and dealing with client queries
• Performing financial planning analyses for clients

Deadline for CV’s to be forwarded to careers@excalibur.co.za is Friday, 12 April 2019. Only shortlisted candidates will be contacted.