KI required for the following companies, forming part of the same Group – operating from the same premises in Faerie Glen, Pretoria, with a branch in Somerset West:

Destinata Capital Ltd FSP 48729 – Registered 12J VCC-0073 with current fund size after 1st capital raising round of R6.5m

• Licenses required for product categories: 1.8

Legacy-Map Risk Management (Pty) Ltd FSP 46326 – Full spectrum financial advisory firm with Commission turnover of R2.5m in 2018 financial year

• Licenses required for product categories:  1.1; 1.2; 1.3; 1.4; 1.5; 1.6; 1.7; 1.8; 1.14 & 1.20
• Further to the above, 40% of the ordinary share capital of the company is on the market at R240 000

The advantage of both companies is that an established client base already exists and a new client pipeline that essentially funnels clients to financial advisers through other companies connected to the group, without them having to canvass.

Contact Pieter Reinhardt on 012 991 3558 or pieter@destinata-holdings.com

Be responsible for the assessment of recover-ability of claims in terms of the policy and all administration of marine insurance claims (cargo and hull). You will be expected to have a good knowledge of marine insurance, shipping documentation, Incoterms, be familiar with the various types of transportation of cargo (ship, rail, air, road etc.) and the risks associated therewith.

The ability to validate claims against the policy including checking for any potential fraudulent activity.  A sound geographical knowledge would be beneficial

• Acknowledge claims within the time frame defined by our SLA’s
• Request relevant information and  documentation
• Appointment of Surveyor (if required)
• Validate recoverability of claims in terms of the policy
• Make recommendations  to Management and comment on claims
• Adjust claim calculation in terms of the policy
• Manage claims diary
• Manage claim recoveries
• Prepare claims stats for Management meetings
• Understand and be able to apply Vat Rules in respect of claims
• Understand and be able to apply policy excess/deductible
• Understand and decipher contractual obligations and responsibilities in respect of various parties relative to a claim
• Handle all claims matters from start to finish

 

 

PURPOSE OF THE JOB:

Financial Advsiors provide specialist advice on Hollard products. The role involves selling of Hollard My Life and More products to mainly government employees and private clients.

CRITERIA
• Matric
• Finance/relavant tertiary qualification
• Completed RE (Advantageous)
• 1- 2 years Finacial Advisor experience
• Self motivated and the ability to work without supervision
• Ability to work under pressure
• Strong interpersonal and communication skills
• Great networking skill

ESSENTIAL DUTIES AND RESPONSIBILITIES:

contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
analysing information and preparing plans best suited to individual clients’ requirements
designing financial strategies
assisting clients to make informed decisions
reviewing and responding to clients changing needs and financial circumstances
promoting and selling Hollard financial products to meet given or negotiated sales targets
keeping up to date with financial products and legislation

Senior Client Liaison Officer

Vunani Fund Managers (VFM) is a South African fund management company that provides clients with a range of institutional investment products.

We are building a top ranked fund management business focusing on investment performance and client services.

VFM is looking for a suitably qualified EE candidate to fill the role of Senior Client Liaison Officer.

Purpose of the Role

The Senior Client Liaison Officer works closely with the Fund Managers and is generally the first point of contact for clients’ administrators and consultants regarding audit requirements, reporting and administration.

The purpose of the role is to be the link between the client (including their administrators, consultants and auditors), the front office (fund managers and dealing desk) and the back office (administrators and custodians).

The role can be divided into four sections, namely: relationship building; reporting; query management and operational efficiency.

Required technical skills and knowledge

Qualifications

Minimum – Diploma in Accounting
BCom or other relevant qualification
Experience

5+ years in a client administration environment
Working knowledge of equities, bonds, derivatives,collective investments and money market instruments

Statutory Compliance

General understanding of FAIS, FICA, CISCA, Regulation 28 (Pension Fund Act) requirements

Key Accountabilities

Building relationships with clients in conjunction with the Fund Manager and Business Development team
Administration and reporting
Liaising with each designated client, front office and back office, attending to and resolving queries and requests on both segregated and unit trust funds
Assisting with training of junior staff/graduates
Maintaining existing processes and procedures as well as documenting new ones as the need arises

Core Competencies

Excellent communication skills, both written and verbal, in English
Accuracy (numeric)
Attention to detail
Analytical and problem solving skills
Self-motivated
Time management skills & ability to multi-task
Team player

Remuneration:

Competitive remuneration structure which takes into consideration the candidate’s experience and level of responsibility.

Further details of the package will be provided upon interview.

Location:

Newlands, Cape Town

Contact us:

To apply, send your CV to info@vunanifm.co.za

Correspondence will only be entered into with short listed applicants. Should you not receive a reply within 30 days of your application, please consider your application unsuccessful.

Vunani Fund Managers (Pty) Ltd is a licensed Financial Services Provider (license no 608) in terms of the Financial Advisory and Intermediary Services Act.

Short term representative position available at a short term brokerage in the Milnerton area.

The minimum experience being 3 years, preferably living in the vicinity of the brokerage and with the following minimum requirements:

•NQF 4 (150 Credits) in short term insurance is essential minimum.
•Bilingual in English and Afrikaans.
•RE5 essential.
•Computer Literate – proficient in Microsoft products and Outlook.

The candidate will be responsible for all relevant tasks related to client services in a short term insurance practice, including but not limited to:

•Issuing new policies.
•Renewals.
•Endorsements.
•New business quotations.
•Negotiating renewal terms and preparing documentation.
•Checking policies prior to sending to clients.
•Negotiate claims settlement.
•Telephonic client liaison and queries.

To apply, 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.