Key Individual for a 12J VCC (Category 1)

Temporary services of an approved Category 1 Key Individual needed that complies with all the requirements as per Board Notice 194 of 2017.

The Key Individual position is for a 12J Venture Capital Company, that is only registered for shares (1.8).

Negotiable salary.

 

 

Graduate Financial Advisor and Established Financial Advisor Positions Available

Old Mutual has been ranked the 2017 Top Employer in South Africa in both the Financial Services & Insurance categories. The Financial Adviser Graduate Position is an advice giving role to Old Mutual Customers. Based on the fact that only 6% of South African’s can retire comfortably, we have identified the need to expand our current team of advisers who focus on helping more South Africans achieve their Financial Goals. This is a unique opportunity to build comprehensive financial planning practices where motivation and personal drive are keys to success.

MINIMUM REQUIREMENTS

Grade 12 with Mathematics & English
National Diploma & Degree would be advantageous
Previous sales experience preferred
Computer Proficiency
Own car with valid Driver’s licence
If you wish to pursue a stimulating and challenging career with excellent growth, email your CV to: pfakznrecruitment@oldmutual.com

Claims Administrator

CLAIMS POSITION –COOKE FULLER GARRUN – KLOOF AREA

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

Requirements: Matric; minimum 5 years’ experience in Commercial and Personal claims; Must be FAIS qualified with necessary RE exams already completed.

Responsibilities and duties will include but are not limited to:

Personal and Commercial Claims
Appointing of Assessors
Authorizing repairs/replacements
Liaising with clients/relevant service providers
Candidate must be able to communicate effectively, handle pressure and meet strict deadlines
Own transport preferable

Email- greg@cookefuller.co.za

 

Para-Planner

The Para-planner will be responsible for researching and analysing products to present recommendations to clients based on a thorough financial planning process.

QUALIFICATIONS, EXPERIENCE & SKILLS

  • Grade 12 (Matric)
  • Wealth Management or equivalent qualification  (min 120 credits NQF 5/6)
  • Certified Financial Planner (CFP) would be to
    your advantage
  • 5 years of wealth management experience
  • Understanding of the financial planning process
  • High level of technical knowledge
  • Fully computer literate
  • Information gathering and monitoring

COMPETENCIES

  • Communication (verbal and written)
  • Excellent interpersonal skills
  • Attention to detail
  • Analytical thinking
  • Managing work (includes time management)
  • Achievement orientation
  • Stress tolerance

RESPONSIBILITIES

  • Recording of client meeting minutes and deliverables
  • Preparation of financial plans and reviews according to internal processes
  • Manage and execute on various client projects
  • Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
  • Ensure clients are updated on events and transactions
  • Maintaining good record keeping
  • Drafting and sending correspondence to clients and external providers
  • Ensuring that client files and transactions are fully compliant
  • Resolving ad hoc client queries

PERSONAL ATTRIBUTES
A self-motivated, forward thinking, enthusiastic professional with the ability to build good relationships with colleagues, providers and clients alike.

Persoonlike Assistent halfdag pos

Persoonlike assistant benodig vir Finansiële Beplanner

Aansoeke word afgewag vir persone wat aan die volgende kriteria voldoen:

·         Afrikaans sprekende dame

·         Ouderdom 50+

Die kanidaat moet oor die volgende kwaliteite beskik:

·         Goeie taal vaardighede

·         Goeie organisasie vaardighede en spesifieke aandag aan detail.

·         Hoë graad van self motivering en verantwoordelikheid.

·         Vermoë om onder druk te werk.

·         Rekenaar vaardig – moet in staat wees om Windows; Microsoft office en internet te gebruik.

Belangrikste pligte:

·         Dagboek beplanning – skeduleer en bevestig kliente afsprake

·         Voorbereiding van kliente leërs en dokumentasie voor afsprake

·         Handhawing van ‘n liasieer stelsel

·         Opvolging en indiening van besigheid

·         Op datum hou van rekords

·         Bestuur en hanteer kliente navrae op ‘n profesionele wyse

·         Hanteer kommunikasie tussen kantoor, klient en dienste verskaffers.

·         Hanteer praktyk administrasie.

Kwalifikasies en ondervinding:

·         Matriek (Graad 12)

·         Vorige ondervinding sal voordeel geniet – indiens opleiding sal verskaf word

Salaris onderhandelbaar, aangename werks omstandighede, eie vervoer, Montana Pretoria.

 

 

Shortterm Insurance Assistant for Director

Key Performance Areas:

  1. General administration
  2. Booking of appointments
  3. Managing diaries
  4. Submitting quotes and follow up skills
  5. Doing endorsements on clients policies
  6. Update insurance policies
  7. Maintain application forms and claim forms
  8. Follow up on claims and give feedback to clients
  9. Loading of insurance policies

Candidate Requirements:

  • Education: (not negotiable)
  • Matric
  • 4-8 years working experience in the short-term insurance industry and knowledge of underwriting processes
  • Short-term Insurance qualifications – RE 1, FAIS compliant
  • Fluency in English and Afrikaans
  • Computer Literacy (MS Word, Outlook and Excel)

Remuneration:

  • Salary R 16,000

Send CV to info @ibhor.co.za

IBHOR Financial Services is a fast growing Short term Insurance  Company providing their clients with ethical and professional services. We have proud ourselves in guiding our clients in a safe risk free environment.

 

Financial Advisor

Established brokerage looking for an experienced and qualified financial advisor, with at least 5 years experience in the long term insurance industry.

The applicant needs to have experience selling life insurance, employee benefits, investments and medical aid (Discovery Health knowledge is essential).

The applicant must have a drivers licence with their own motor vehicle, must be well spoken, professional, mature, presentable and friendly.  The minimum qualification required is a NQF5 in Financial Planning.

 

 

 

Experienced FINANCIAL ADVISERS

Experienced FINANCIAL ADVISERS wanted

Centurion / Pretoria

Dear Mr / Mrs Experienced FA, are you  looking for a new “home” or is it just time to make a change? Do you want to ring-fence your client? Maybe you want a beautiful office or are just tired of your current environment.

I can accommodate you. I am looking for dynamic Financial Advisers. Do you want to be part of a top franchise with the most comprehensive product range that included risk, investment, RA, short term & medical aid?

Commission split & over rider negotiable based on production. Non clawbackable unique 24 month bonus structure. Yearly bonus based on min. target met. Existing clients & your flows can be accommodated.

Give me a call to arrange a sit-down & a coffee.

Paul Bester 084 449 5612

Broker Development Manager/Consultant

The role: Source and service short term Insurance broker relationships.

The successful candidate will have the following characteristics:

  • Able to work independently.
  • Minimum 5 years short term insurance experience with at least 2 years as a Development Manager/Consultant.

Key Requirements of the role:

  • Matric,
  • FAIS compliance, completion of RE5 and computer literacy essential.
  • HCV insurance experience an advantage.
  • Must have reliable transport.

Salary negotiable depending on experience, plus travel allowance and benefits.

Send your CV to rob@transportunderwriters.co.za stating your current or last remuneration package.

Broker Consultant – KZN Umhlanga

Key Performance Areas:

The Broker consultant must:

  • Develop and maintain good relationships with new and existing brokers through visits and feedback at agreed intervals to ensure high service levels
  • Establish the broker’s needs and ensure that these needs are met as far as possible and that all problems if any are resolved timeously.
  • Sourcing and onboarding of new brokers within the delegated area
  • Monthly visitation reporting on Grail and ABC Report
  • GPS petrol log submissions on a weekly basis
  • Accurate GPS reporting – exact plotting point of visits
  • Effective time management and planning of visits (office bound on Fridays and for Renewals)
  • Manage and mentor staff
  •  Build brand awareness
  • Drive product communication / Awareness
  • Provide management information
  • Technical training of and on-going product support to brokers
  • Keeping up-to-date with competitor product and service offering and industry developments
  • Technical quoting preparation / discussion with brokers
  • Monthly renewal preparation/ discussion with brokers
  • Corrective action preparation/ discussion with brokers
  • Assisting with quotations for book transfers

The Broker Consultant must develop and maintain the following competencies:

  • Strong business acumen
  • People management skills
  • Strong financial acumen
  • Strategic thinking
  • Planning & organizing skills
  • Executive disposition
  • Good organizational skills
  • Leadership skills
  • Strong time management skills

Other:

  • Own reliable and insured transport and driver’s license

Candidate Requirements:

Education: (not negotiable)

  • Matric
  • 5-10 years working experience in the insurance industry and knowledge of underwriting processes
  • 3 years Broker Consulting experience will be advantageous
  • Short-term Insurance qualifications
  • RE 1
  • FAIS compliant
  • Fluency in English and Afrikaans
  • Computer Literacy (MS Word, Outlook and Excel)

Remuneration:

  • Annual CTC package inclusive of a performance-based bonus:  Negotiable
  • Travel allowance (GPS electronic log book provided)
  • Use of company cell phone for business calls
  • Reimbursement of petrol expenses
  • Pension scheme and Group life insurance

To apply please email your CV to conrad@cia.co.za

CIA is an award-winning underwriting management company specialising in building insurance.

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

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.

Commercial & Industrial Acceptances (Pty) Ltd Registration No: 2000/019340/07 is an authorised Financial Services Provider No: 13890 acting as an Underwriting Managing Agent for Compass Insurance Company Limited Registration No: 1994/003010/06 Compass’s Financial Services Provider No: 12148