Wealth Management Consultant

We are looking for Financial Advisors to provide private wealth management and financial planning services to individual & corporate clients.

As an independent Financial Advisor your role will be to work closely with clients in their medium- to long-term personal financial planning.

Responsibilities:

  • Client Service;
  • Financial Planning;
  • Investment Management;
  • New Business Developing and Marketing.

Requirements:

  • Demonstrate a track record of success in sales preferably in an insurance brokerage, bank, assurance or insurance company;
  • Excellent English verbal and written communication skills;
  • Organisational and multitasking abilities;
  • Reliability and strong work ethics;
  • A degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years of related experience, or an equivalent combination of education and experience;
  • At least one NQF Wealth Management, CFP, CPA, CFA or CIMA certification, or extensive knowledge of certifications not earned.

Value Proposition:

  • Upmarket and private office environment;
  • Flexibility to accommodate work outside normal business hours;
  • Desktop computer with a Windows-based environment. Software includes Microsoft Office Suite (Word, Excel, PowerPoint); Outlook, Adobe Standard, Internet Explorer, CRM;
  • Competitive commission split;
  • Performance Bonus.

This is a client facing, sales and targets driven profession. Please only apply if you have the required insurance sales experience.

Contact Francois Geldenhuys on 087 135 4107 or 082 448 2928, or send your CV to francois@rockfin.co.za

Wealth Management Consultant

We are looking for Financial Advisors to provide private wealth management and financial planning services to individual & corporate clients.

As an independent Financial Advisor your role will be to work closely with clients in their medium- to long-term personal financial planning.

Responsibilities:

  • Client Service;
  • Financial Planning;
  • Investment Management;
  • New Business Developing and Marketing.

Requirements:

  • Demonstrate a track record of success in sales preferably in an insurance brokerage, bank, assurance or insurance company;
  • Excellent English verbal and written communication skills;
  • Organisational and multitasking abilities;
  • Reliability and strong work ethics;
  • A degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 5 years of related experience, or an equivalent combination of education and experience;
  • At least one NQF Wealth Management, CFP, CPA, CFA or CIMA certification, or extensive knowledge of certifications not earned.

Value Proposition:

  • Upmarket and private office environment;
  • Flexibility to accommodate work outside normal business hours;
  • Desktop computer with a Windows-based environment. Software includes Microsoft Office Suite (Word, Excel, PowerPoint); Outlook, Adobe Standard, Internet Explorer, CRM;
  • Competitive commission split;
  • Performance Bonus.

This is a client facing, sales and targets driven profession. Please only apply if you have the required insurance sales experience.

Contact Francois Geldenhuys on 087 135 4107 or 082 448 2928, or send your CV to francois@rockfin.co.za

Excellent opportunity – Consultants

 

 

Dynamic FSP’s and or qualified representatives are sought to join a 55 year experienced Cape Town based brokerage, on a 40 % commission split basis, plus guaranteed renewals for life on written business.   When association ceases forthwith, as a result of disablement, death, or resignation – a life annuity!

The exceptional competitive insurance products available in the short term insurance field in both personal & commercial lines as well as Umbrella Pension Funds, and investment in Alan Gray.

Contact 021 438 0610

BUSINESS DEVELOPMENT MANAGER

COMPANY OVERVIEW:

The Sovereign Group is a large international trust company with 26 offices around the world. Sovereign’s core business is setting up and managing onshore and offshore companies, trusts and other structures to meet the specific personal or business needs of our clients. Typically these needs would include tax planning, wealth protection, foreign property ownership, pension planning and facilitating cross-border business.

JOB SPECIFICATION:

Graduate or recently qualified Lawyer with a working knowledge of general company, commercial and trust law.

JOB PURPOSE:

To provide an efficient and responsive sale, administration and after-sales service for companies and related products and services sold or offered for sale by Sovereign Trust. This position will be of key importance within the organisation and the successful candidate must have the ability to sell themselves and Sovereign Trust’s services. Previous company formation and/or sales experience within a fast-paced Client facing environment would be preferable. You should be able to demonstrate the ability to effectively plan and organise your workload and the initiative to resolve issues as well as respond to client’s enquiry quickly in an appropriate manner.

MAIN DUTIES:

  • Following up new business opportunities and setting up meetings. She/He will develop new business relationships, generate and negotiate new income for Sovereign to an agreed annual         target, to increase year on year.
  • Conducting meeting with Clients and/or Intermediaries (Lawyers, Accountants, Financial Advisors, etc.) will be a daily activity. The Consultant needs to be confident in their knowledge and   abilities.
  • Identify sales leads, pitch our services to new clients and maintain a good working relationship with new contacts. Presenting Sovereign to potential clients through direct communication in   face to face meetings, telephone calls and email proposals. The potential employee will be expected to spend 50% of your time out of the office in meetings.
  • Communicating new product developments to prospective clients. Responsible for her/his own lead generation and appointment setting.
  • Overseeing the development of marketing literature/writing reports/providing management with feedback.
  • Actively and successfully manage the sales process: lead generation, credentials pitch, asking questions, solution pitch, negotiation, close, handover to the account management team.
  • Possess drive, motivation and acute attention to detail in ensuring all sales opportunities to Sovereign Group are captured and explored.
  • She/He will have individual responsibility for new business, and is expected to self-manage; however, the Consultant will be part of a growing team of people with the same job title. Support   is available by the managing and Sales Director for complex large pitches and strategies.
  • As a representative of Sovereign Group at industry events and tradeshows, your professional manner and polished appearance will aid your intention of gaining new business leads and             contacts.
  • Create and be accountable for all client proposals and any further documentation, following Sovereign Group procedures.
  • She/He will effectively interact with other departments including the account management and admin team when handing over incorporation documents ensuring you fully and correctly brief in all aspects of the sale.
  • Ensuring Sovereign remains proactive and responsive to prospective clients.
  • To deal with all customer contact effectively, and courteously, in line with our client’s policies and procedures.
  • To respond to routine correspondence and enquiries from clients and other staff members.

ADDITIONAL DUTIES:

You may be required to perform other ad-hoc tasks within the company that may be deemed necessary.

PERSONAL SPECIFICATION:

  • Educated to degree level, Admitted Attorneys will be most desirable.
  • Have excellent written and verbal English language capabilities – understand Afrikaans is preferable.
  • Have an eye for detail.
  • Be a fast learner.
  • Be driven; be able to use their initiative.
  • Hard working, honest and open.
  • Administration experience within the Financial Services Industry a plus.
  • Company Formation experience is a bonus.
  • A good deal of common sense, etiquette and an ability to think on one’s feet.
  • Good computer literacy (MS Office suite).
  • Excellent organisational skills.
  • Professional telephone manner.
  • Proven ability to work under pressure and to tight deadlines.
  • Bright, confident personality.
  • Well presented.
  • Highly personable.
  • Flexible and mature approach with the ability to work unsupervised.

OTHER SKILLS AND QUALIFICATIONS:

Networking, Persuasion, Prospecting, Public Speaking, Research, Writing, Closing Skills, Motivation for Sales, Prospecting Skills, Sales Planning, Identification of Customer Needs and Challenges, Territory Management, Market Knowledge, Meeting Sales Goals, Professionalism, CRM, and Microsoft Office.

The successful applicant will join a vibrant office of lawyers, company secretaries and business consultants.

Interested applicants should initially apply by hand written letter clearing stating why they think they are suitable for this position. The letter must state current and expected salary and enclose a colour photograph of the Applicant and full CV. The letter together with the other documents may be emailed to Richard Neal (rneal@SovereignGroup.com).

The Applicants chosen for an interview will be contacted and interviewed between the beginning of October and the beginning of December 2017. The Candidate chosen to join Sovereign Trust Johannesburg Office will start at the beginning of 2018.

F&I Assistant & Administrator

We are a team of Financial Business Professionals who specialise in Leisure Finance.
As a Leading Finance Facilitator in the Kyalami area, we are looking for a young vibrant individual to join our dynamic Team.

As an F&I Assistant you will be responsible for:

General admin assistance to Business Managers, BDO, Call Centre Manager and Director
Loading of finance applications
Submitting validation documentation
Submitting payouts
Follow up on payouts
Admin to make up dealer packs for contracts
Communication with dealers for payout documents, PDI, etc
Assisting with any other office support required

Qualifications & Minimum Requirements:

NCA and RE5 (Representative)
Must be enrolled for NQF4 and in the process of completing credits
Must be able to work under pressure
Must be able to multi task
Must have own reliable transport and be fully bilingual

Benefits

Pension

LEGAL/ADMINISTRATION ASSISTANT POSITION (HALF DAY)

COMPANY OVERVIEW:
The Sovereign Group is a large international trust company with 26 offices around the world. Sovereign’s core business is setting up and managing onshore and offshore companies, trusts and other structures to meet the specific personal or business needs of our clients. Typically these needs would include tax planning, wealth protection, foreign property ownership, pension planning and facilitating cross-border business.

JOB SPECIFICATION:
The applicant must be a fluent and articulate English and Afrikaans speaker holding an undergraduate degree obtained from a reputable tertiary institution.
The successful applicant will assist two to three lawyers in the office in the following areas and be responsible for:
* Liaising with clients on their behalf and joining in client meetings from time to time;
* Collection of FICA documents and checking if in accordance with international standards;
* Preparing summaries of legal structures to be incorporated or established in offshore jurisdictions;
* Research in relation to international company and trust laws;
* Arranging courier of documents to our international offices;
* Liaising with colleagues in international offices in relation to progress of incorporating or establishing the relevant company or trust structures;
* Checking and completing company and trust application forms;
* Booking of flights and accommodation for local and international travels.

The successful applicant will be based in Cape Town. There will be the opportunity to contribute to the wider functioning of the office, working closely with our international offices to ensure excellent client service around the world.
Interested applicants should initially apply by hand written letter clearly stating why they think they are suitable for this position. The letter must state current and expected salary and enclose colour desk photograph and full CV. The letter together with the other documents may be emailed to Roné Silke at rsilke@SovereignGroup.com.

REMUNERATION PACKAGE
A basic salary of R8 000 together with a medical aid contribution (R1 800) and retirement annuity contribution (5% of basic salary) after three months of employment. Please note this is a half day position.

CLOSING DATE: 3 October 2017

MARKETING & EVENTS COORDINATOR

COMPANY OVERVIEW:
The Sovereign Group is a large international trust company with 26 offices around the world. Sovereign’s core business is setting up and managing onshore and offshore companies, trusts and other structures to meet the specific personal or business needs of our clients. Typically these needs would include tax planning, wealth protection, foreign property ownership, pension planning and facilitating cross-border business.

JOB SPECIFICATION:
The applicant must be a fluent and articulate English and Afrikaans speaker holding an undergraduate degree obtained from a reputable tertiary institution. Applicants with a marketing background will receive preference.
The successful applicant will work closely with our overseas offices to develop the best marketing strategy for two South African offices, i.e. Cape Town and Johannesburg.

MAIN ACTIVITIES:
* Conduct and present insightful market research to identify opportunities to create innovative events and campaigns.
* Liaison between the Hong Kong office where the head of marketing is based and Sovereign Trust (SA) Limited.
*  Production and distribution of marketing material and packs for consultants and financial advisors.
*  Source advertising opportunities and placements of adverts in the press and specialist publications.
* Design, plan and manage events including international conferences, seminars, launches, media events, auctions, charity events and international company events.
* Develop and manage a strategic plan of action for every event.
* Execute all functions as per legal guidelines and regulations.
* Facilitate communication with venue management, stand designers, caterers, service providers and equipment rentals to ensure efficient running of events.
* Train and co-ordinate event-staff to ensure that all operations and duties are executed smoothly.
* Manage the branding and marketing of materials for events.
* Co-ordinate art exhibition events in South Africa in collaboration with the Head of Sovereign Art Foundation (SAF) based in Hong Kong.
* Represent SAF at high-profile events such as the Cape Town Art Fair and the FNB Jo’burg Art Fair.
* Identify and co-ordinate fundraising opportunities for SAF in South Africa.

GENERAL ACTIVITIES:
* Management of overall operations including petty cash management, office systems, ordering inventory and supplies and utilising office equipment effectively.
* Ordering stationary, office equipment and furniture as required.
* Organise all domestic and international travel arrangements and VISAs.
* Ensure that staff adheres to quality standards and proper procedures.
* Manage all support, cleaning and maintenance staff.
* Coordinating meetings and networking events.

The successful applicant will be based in Cape Town. There will be the opportunity to contribute to the wider functioning of the office, working closely with our international offices to ensure excellent client service around the world.

Interested applicants should initially apply by hand written letter clearly stating why they think they are suitable for this position.  The letter must state current and expected salary and enclose colour desk photograph and full CV. The letter together with the other documents should be emailed to Coreen van der Merwe at cvandermerwe@SovereignGroup.com

REMUNERATION PACKAGE

 A basic salary of R15 000 together with a medical aid contribution (R1 800) and retirement annuity contribution (5% of basic salary) after three months of employment.

 CLOSING DATE: 3 October 2017

Financial Advisor

 

 

We are looking for a Financial Advisor to join our dynamic team.

Responsibilities:

·         To ensure all associated administration is completed in an effective manner to meet the group’s compliance and regulatory requirements.

·         The core function of the successful candidate is to look for new business and maintain relationships with clients.

Candidate Requirements:

Own car & valid driver’s license essential.

Industry related degree or qualifications.

CFP or busy with qualification.

FAIS Compliant. (RE certificate)

Minimum of 3-year experience.

Experience in Estate, Retirement and investment planning.

Familiar with various life insurer products.

If building your own professional and profitable business practice appeals to you, then this opportunity is the one for you.

Financial Advisors

An Insurance Broker based in Randpark Ridge has Positions for Financial Advisors. A Matric, RE5 Certificate & 8 Months Experience in the Insurance Industry will secure you an Interview. If you meet these requirements, email your CV to: edwinmosathupa@gmail.com

Short Term Commercial and Domestic Sales Consultant

Wealth Solutions Capital Insurance Brokers, a dynamic brokerage based in Bedfordview, is looking for dynamic and energetic go getters for short term commercial and personal lines insurance.

A basic salary with a lucrative commission structure is on offer.

We are also looking for Financial Advisers – A lucrative commission structure is in place

Please sent your CV’s to sharon@wscib.co.za or muhammed@wscib.co.za or dolina@wscib.co.za