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.

Main Purpose:

To recruit, develop and maintain sales representatives and brokers, and achieve sales targets.

Key Responsibilities:

Develop and maintain sales and marketing plan

• Develop an integrated sales & marketing plan
• Implement and align marketing plan with regional plan
• Review and update strategic plan on a regular basic
• Compile report on progress made on strategic plan

Perform recruitment and selection process for sales representative

• Advertise and market representative positions through presentations
• Select applicants in accordance with FSCA requirements; implementation of assessment selection battery

Conduct training to sales representative

• Facilitate the pre-course and post-course training
• Responsible for on-the-job assessment of representatives

Conduct broker training and support  

• Ensure brokers are equipped with sufficient office documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers is up to date in respect of Assupol products and services
• Build professional business relationships with brokers

Identity and develop new and current markets

• Identify, penetrate and develop new markets
• Negotiate stop order markets
• Develop and maintain contacts with key decision makers and insurance industry resources
• Retain/increase market share in existing markets
• Manage the business retention
• Conduct product presentations in the market

Attain production targets and retain business

• Ensure and monitor set production targets are achieved
• Maintain business retention

Comply with FAIS requirements

• Supervise representative when rendering services under supervision
• Submit supervision evidence to MSSI on a monthly basis
• Mentor and train supervisee to ensure that they have a proper understanding of products
• Observe meetings between representative and clients

Knowledge and Skills

Formal Education:

• Matric
• Relevant Qualification (recognised by the FSCA)

Technical/Legal Qualification

• Regulatory Examination Level 5: Representatives
• Regulatory Examination Level 1: Key Individuals
• Class of Business (Long Term Insurance and Investments) (Depending on Date of Appointment as Key Individual in the industry)

Experience

• 1-year management and oversight experience in categories A, B1, B2, C and retail pension funds
• 2 years Insurance industry
• At least 1 year’s advice and intermediary experience in category A, B1, B2, C and retail pension funds
• CPD (Advantage)

Knowledge:

• Applicable insurance legislation (FAIS, NCA, FSCA, LTIA)

Skills:

• Written and verbal communication skills

Applications: Should you be interested in the position, forward your CV to the following e-mail address: nicoles@assupol.co.za

OracleMed Health, a leader in the medical insurance industry in Africa, is looking for an experienced Senior Sales Executive to drive business development opportunities. The successful candidate must be able to demonstrate a proven sales and new business development track record.

Please note: Candidates applying for this position must have previous product selling and business development experience with a minimum of 10 years.

Candidate Requirements:

• Preferable previous sales experience in Financial Services Products at Group Level.
• To develop and manage new and existing business relationships with Multinational Clients and Insurance Brokers.
• Able to travel into Africa on an Ad Hoc basis
• Must presently be earning more than ZAR 800k per annum
• Language: English
• Must have sales experience with senior executives across industries (i.e. CEO, CFO, Head of HR etc).
• Experience in building and managing a strong and consistent sales pipeline.
• Document preparation (i.e. Proposals,  Presentations and Reports).
• A university degree (or equivalent tertiary education).
• RE1 or RE5 FSCA qualification (preferable but not necessary)
• Fully Computer literate with strong Word, Excel and PowerPoint skills.
• Should be  45 + years old

Characteristics of a successful Candidate: 

• Excellent problem-solving, written, verbal and interpersonal communication skills.
• Should be self-driven and self-motivated.
• Excellent presentation skills.

Key Performance Indicators:

• Develop and manage the sales pipeline.
• Effective sales conversion rate.
• Follow-up and follow through on the whole sales process from lead generation to proposal creation to securing the purchase orders.
• Size and effectiveness of the senior sales executive’s sales pipeline.

Anticipated Career Path

• Senior Sales Executive: Medical Insurance Products (12-24 Months)
• Promotion prospects: Sales Director

Package:

• Salary: R800k + commission (negotiable)
• Expense account
• Mobile phone account costs
• Travel costs into Africa

Application:

• Forward CV to david@oraclemed.com
• Should you not receive a response within 14 days, kindly consider the application unsuccessful.

Established, Independent financial advice business, with over 30 years’ experience looking to expand the team.

The ideal candidate needs to have a passion for the financial advice industry, be driven, and have an interest in continuing to build a well-established holistic advice business in Durban.

The candidate should also have about 3 years financial services experience and either has their Post-grad diploma in financial planning or be studying towards it.

Currently, this practice uses:

• Elite Wealth financial planning tools & CRM system.
• FinaMetrica – International risk profiling tool,
• FundHouse models & consulting service
• Current platform providers are : Allan Gray (preferred provider), Investec & UBS.

CV’s to be forwarded to Jenny Drake  (jenny@antonkoch.co.za)

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/