St. James Global (Pty) Ltd (St. James Global) is an authorised Financial Services Provider with its head office in Cape Town and is a member of one of the world’s largest global networks of International Financial Advisors. St. James Global advises South African residents and Foreign Nationals on all aspects of International Financial Planning.

Being a small and highly specialised Financial Advisory Company with a focus on providing highly personal service to high nett worth individuals and their heirs, it has built longstanding relationships with its clients, going back some 25 years. During this time we have established ourselves as advisors to first and second generations within families.

St James Global is offering an excellent career opportunity within the offshore financial services industry to highly motivated individuals who are looking to obtain valuable financial services work experience and want to make a career in this industry. The successful candidates will be based in Johannesburg.

As a Business Development Assistant, you will lead an active lifestyle of networking, prospecting and continuous education and development.You will be instrumental in assisting St James Global to establish and develop it’s footprint in Johannesburg and will be rewarded accordingly.

St James Global work with the most reputable offshore financial institutions in the market and assist people who are looking for sound offshore financial advice and planning. We can offer you a reputable structure, well-defined solutions and ongoing support and training.

Key responsibilities of the position include:

·         Develop leads and referrals from current clientele and outside contacts.

·         Actively working with consultants to prospect and canvass new business opportunities.

·         Actively networking and prospecting to build relationships.

·         Booking meetings with prospective clients.

·         Provide administrative support.

·         Setting up and attending marketing & promotional events.

Applicant should meet the following requirements:

·         Degree preferably in Finance and/or Marketing.

·         100% Proficient in English , both written & spoken.

·         Well-spoken with excellent communication skills.

·         Self-confident, self-starter and assured.

·         Proven relationship/networking/influencing skills.

·         Advanced level of computer literacy.

·         Excellent research skills by way of electronic platform for future prospects.

·         Good planning and organising skills.

·         Resilience, punctuality and ability to work in a team environment

·         Hard working and results driven.

·         No adverse listings (criminal, credit, etc.)

If you are serious about this position please submit your full CV along with a cover letter to keiths@stjamesglobal.com

Interviews will be conducted in Johannesburg from 24 October 2016 at the company’s offices in Dunkeld.

Role/Purpose : To register and validate Car and Home Claims while providing exceptional service to our clients

Industry: Short Term Personal Lines Insurance

Key Responsibilities

Registering Claims
·         Telephonically registering claim with clients
Validating Claims
·         Ensuring all checks are done on the claim in order for management to sign off the claim
Relationship Management
·         Liaising with external stakeholders and suppliers to ensure  claims services are rendered timeously

Requirements
Matric
3 years’ experience in Short Term Personal Lines Insurance
RE
1 years’ experience in the Claims Environment
30 FAIS Credits

Role/Purpose: To lead a Call Centre Team in providing exceptional service to our clients.

Industry: Short Term Insurance

Key Responsibilities:

Team Leadership
·         ensure team members have individual performance plans

·         monitor team performance and conduct regular appraisals

·         manage training and development of team members

Customer Service
·         ensure team members understand customer needs and deliver the required outcomes

·         regularly review work processes for areas of improvement

Operational Management
·         develop team programmes that support the business strategy

·         monitor and report on progress towards achievement of plans and strategies

·         foster a customer-focused working environment, with clear responsibilities and expectations for team members

Relationship Management
·         develop and maintain collaborative relationships with key clients

·         establish and maintain active and constructive relationships with other teams in the organisation

Qualifications:

Matric

150 FAIS Credits

RE

Experience :

5 years experience in Short Term Insurance

2 years experience in Team Leader or Team Supervisor Position

 

Associated Compliance (Pty) Ltd is a compliance practice working in the financial services sector providing compliance services to FSPs currently facing a wide range of risks and challenges including evolving regulation, innovative business operating models and increased data security risks.

Due to substantial growth we need another specialist compliance officer based in the Johannesburg region to operate within our motor division which consists primarily of large corporate motor dealerships, a number of which are public companies.

The Compliance Officer’s duty will include, inter alia:

• Assisting the FSP to compile an appropriate compliance risk management strategy;
• Updating the FSP’s “compliance manual” following regulatory updates;
• The preparation of comprehensive reports detailing the FSP’s compliance status and providing recommendations as appropriate;
• The preparation of comprehensive reports detailing each of the FSP’s representatives’ compliance status and providing recommendations as appropriate;
• The provision of quality FAIS and FICA advice by telephone and e-mail as and when required by the FSP;
• The completion and submission of annual compliance reports to the Regulator;
• Responsibility for the maintenance of a representative and key individual register on behalf of FSP’s; and
• The assessment of the ‘Fit and Proper’ status of the FSP’s representatives and key individuals;

It is essential that applicants for the position:

• Are currently registered with the FSB as compliance officers for Category 1 FSP’s;
• Have at least two years’ experience as an FSB registered compliance officer;
• Have experience with motor dealerships and understand their business models;
• Enjoy travelling.

Applicants should send their CV to: info@associatedcompliance.co.za

 

A rapidly growing Forex Intermediary Company is looking for a dynamic, resourceful and efficient candidate to assist the head of forex with operations.

The company sources individuals and corporates wishing to buy or sell foreign currency and acts as an intermediary to an Authorised Dealer. We also offer a range of financial products to clients.

The position is full time and suitable for candidates wishing to gain experience in the financial services sector. Please make sure you meet the below criteria before applying.

• A matric and a tertiary qualification in commerce, business, communication or a FAIS regulatory qualification is needed.
•  Solid communication skills are essential to this position, both written and verbal.
• You must have at least 3 years’ client service experience and be able attract and service our client base professionally and efficiently.
• The applicant must be well groomed and presentable as you will be required to interface with clients.
•  A critical consideration will be your organisational skills which need to be exceptional.
•  Strong administration skills are needed.
• You must be time and process driven and be able to multi task and meet deadlines.
•  Own transport is essential. You may be required at times to visit clients, the Authorised Dealer or SARS. The company is based in the Norwood/Oaklands area in Johannesburg.

Experience in the financial services and/or insurance sector would be advantageous.

Salary is R 10 000 to R 15 000 per month, depending on experience.

If you are interested, please forward your CV to forex@stpaulsfs.co.za

Should you not hear from us within 21 days of the date of your application, please consider it unsuccessful.

Financial Adviser required for local brokerage with a large client base. All clients and leads are provided together with a para-planner and new business assistant. Relevant 5-year experience as well as RE exams a minimum requirement. Adviser must be Fit and Proper as per the FAIS Act regarding qualification status.

A niche Claremont based Asset Management Company  is looking for the right candidate to oversee the operations and compliance functions of the business . The position would ideally suit someone who is currently  employed in a compliance and or operations roll in an asset management company , but who only wants to work flexible reduced hours ( 1/2 day ). While the company currently has an external compliance officer and has  outsourced accounting operations the candidate will oversee these functions to ensure oversight and excellence. If  you feel you have the experience to fulfill this roll, and want flexibility and  reduced working hours , please send your e mail in confidence to aturpin@miplan.co.za  .

Please note only  candidates who are successful in being granted an interview will be contacted .

We are looking for an ethical and compliant Financial Advisor with at least 5 years experience in the financial industry, in particular employee benefits and medical aid.

Requirements:

Honest and hardworking

Industry requirements and qualifications are a necessity, e.g. NQF5

Computer literate – Microsoft office suite

Good report writing skills and presentation skills

Good negotiation, analytical and problem solving skills

Strong client-relationship skills, including written and oral communication

Self-motivated

 

 

Post Description

Global & Local is looking for experienced investment advisors for their independent international advisory firm, which specialises in local and international investments, Forex and money market products. Tired of being an agent? Try being independent.

We offer
Basic income – not a purely commission-based position
Dedicated administrative and compliance support
Qualified marketing leads
Comprehensive training
A career, not just a job

Necessary Experience & Skills
Industry-related qualification preferable
Experience in the financial industry
Computer literacy in Microsoft Word, Excel, PowerPoint and Outlook

About Global & Local
Independent advisory firm
Established in 1999
Offices in Johannesburg, Lenasia and Cape Town
International and local clients – both individual and corporate

Applicants are required to have a reliable motor vehicle and valid driver’s licence.
To apply, please send your CV to theo@globallocal.co.za. For more information

A well-established financial services provider situated in Sandton is looking for Contact Centre Consultants who are RE 5 certified to join their dynamic team.

They will be trained before they resume with their responsibilities and also receive ongoing mentoring after they start with the company.