Palime Group is looking for a qualified candidate who has completed RE1 and RE5 with a minimum of 1 – year experience within the following categories:

Category 1: (1.14 Participatory interests in a collective investment scheme & 1.15 Forex investments).

POST REQUIREMENTS:

• Passed RE 1 & 5
• Participatory interests in a collective investment Scheme and Forex experience
• Formal qualification in wealth management or closely related ie. Certificate of proficiency or better.
• Marketing skills.
• Negotiation skills.
• Presentation skills.
• Basic knowledge of portfolio management
• FAIS fit and proper
• Full qualification NQF4 and RE.
• Marketing Diploma would be an advantage.

CANDIDATE CHARACTER/ PROFILE

• Highly entrepreneurial
• Ambitious
• Keen to be involved in a start-up culture.

SALARY / FEE

• Negotiable

START DATE

• As soon as possible

HOW TO APPLY

• Send CV to hr@palime.co.za with heading “Key Individual” on or before March 18^th or apply on pguniversity.co.za/Careers/

Short Term Insurance Brokerage situated in Milnerton Cape Town seeks a Claims Handler for Personal and Commercial Lines insurance.

Key performance areas (not limited to the following):

• Registering of claims;
• Following and completing the claims process;
• Regularly keeping clients informed of progress;
• Timeously relaying details, documents and relevant information to concerned parties;
• Tracking recoveries and keeping clients up to date.

Minimum requirements:

1. Matric or equivalent;
2. Computer literate and proficient in Microsoft (Word and Excel) and Outlook products;
3. Bilingual in English and Afrikaans;
4. At least 2 years claims experience (Personal Lines and Commercial Lines).

To apply, please send your CV to insure@farelo.co.za

If you have not heard from us within a 2 week period, please deem your application unsuccessful.

 

Looking for an energetic Personal Assistant that can provide an effective and efficient administrative, secretarial and operational assistant function to support a financial planner.

Starting salary:  R15 000-R20 000 (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

Minimum Requirements

• Matric
• RE5 FAIS qualification will be advantageous
• Medical aid experience
• 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

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

CIA Building Insurance, part the worldwide Hannover Re Group and one of the largest Underwriting Managers in South Africa, is currently looking for an experienced credit controller to join our finance team in Bedfordview.

At CIA we pride ourselves on providing outstanding customer service and having amazing staff is how we achieve this. We offer a stable and family oriented work environment, great compensation (which includes benefits such as pension and bonus) and the opportunity to learn and study further.

Reporting to the Senior Accountant, our new team member should:

• Be an experienced credit controller with a minimum of 5 years’ experience
• Have strong attention to detail and the ability to work fast and accurately
• Be a team player willing to help others where needed
• Be a passionate person with unshakable ethics and a desire to make a positive difference in our country and the insurance industry

Duties and responsibilities will include:

• Daily allocation and coding of premiums from bank statements
• Managing long out-standing balances
• Maintaining financial bordereau’s
• Managing refunds and sundry requests
• Attending to general queries & correspondence

Requirements:

• Suitable accounting qualification, certificate or diploma
• Minimum of 5 years relevant short-term insurance experience in a credit control environment
• Strong Microsoft Excel skills
• Self-motivated with the ability to take initiative
• Professional, enthusiastic and positive attitude
• Effective communication, presentation and interpersonal skills
• Be able to work under pressure and meet deadlines

 

If you are keen to join our dynamic team and you meet the requirements for this position, please email your CV to Renaldo Jardim (renaldo@cia.co.za) before 31 March 2019.

 

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.

Looking for an energetic Personal Assistant that can provide an effective and efficient administrative, secretarial and operational assistant function to support an Independent financial planning practice.
This is an entry level position, salary dependant 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

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

E-mail your CV to info@newadventures.co.za

If you have not received any feedback within 2 weeks, consider your application to be unsuccessful.

Unison Risk Management, a financial services provider, based in Woodstock, is looking for a Short term new business consultant to join our Personal lines team.

Key performance areas

• Generate short term new business across all insurers utilised by Unison
• Request, obtain and assess quotes from Insurers
• Provide suitable product advice to clients
• Administration duties relating to new business
• Attend to renewal meetings
• Service existing clients

Requirements

• FAIS compliant
• RE5
• Minimum 5 years’ experience in a similar role
• Excellent verbal & written communication skills
• Attention to detail, neat and organised
• Maturity to speak to all levels of clients
• Work well with colleagues and be a team player
• Strong computer skills

Responsibilities

• Service the maximum number of IFAnet Product Provider contracts per calling point.
• Submit the maximum number of new business applications per serviced contract.
• Manage the relationship with the IFA and his staff on an on-going basis; by ensuring the sales process, administration efficiency and interaction with PPs are well structured.

Position Requirements

• Grade 12 or equivalent.
• RFP2 equivalent, or 3 year’s appropriate and relevant successful experience.
• Own Transport and valid driver’s license.
• Successful track record in the “Broker Services” sector of the Life Insurance Industry.
• Excellent communication skills.
• Methodical and able to prioritise responsibilities.
• This position requires traveling.

Salary

Attractive commission structure

Area of work:

Johannesburg and Pretoria

Closing date:

One month from date of placement

 

If you do not meet the requirements please do not apply. Interested candidates should forward detailed Curriculum Vitae to Nataliem@ifanet.co.za.

Please note that candidates who are not contacted within 7 days after the closing date must deem their applications as unsuccessful.