The Discovery Financial Adviser (DFA) Academy is an elite two-year programme that aims to recruit graduates and develop them into world-class Discovery financial advisers.

To become a Discovery financial advisers you should:
Be a self-starter
Be innovative
Be socially orientated
Be accountable and responsible
Have positive energy
Possess excellent communication skills
Be conscientious
Have leadership qualities
Be persuasive
Have a high level of integrity and honesty
Have a willingness to learn

Essential Requirements:
Matric with Mathematics and English
Degree from a recognised University
South African citizen
Valid Driver’s License
Own reliable car
Own cellphone

The DFA Programme is an opportunity to be on an unparalleled path of professional development, mentorship and financial rewards.
If you would like to be part of a successful, dynamic and innovative business, please send your CV and a cover letter today.

The ideal candidate should be a leader by nature, comfortable filling a lead role and be able to resolve all problems which come their way.

An ability to deal well with people is essential.  The position as claims manager necessitates consulting with co-workers and outside parties and it is therefore crucial that the candidate knows how to deal with others in a professional, effective and efficient manner.

BEHAVIOURAL DIMENSIONS

Complex problem solving ability – identifying and reviewing related information to develop and evaluate options and implement solutions

Dependability – must be reliable, responsible and able to fulfill obligations

Integrity

Attention to detail

Initiative – a willingness to take on responsibilities and challenges

Self-control – must be able to maintain composure; ability to control emotions and anger even in difficult situations

Co-operation – maintain a balanced, good natured attitude towards others

Stress tolerance – accepting criticism and dealing calmly and effectively with high stress situations

Achievement/effort – establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

SKILLS

Judgement and decision making

Time management

Critical thinking – using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

Speaking – talking to others to convey information effectively

Active learning – understanding the implications of new information for both current and future problem solving  and decision making

Negotiations – bringing others together and trying to reconcile differences

KEY PERFORMANCE AREAS

Management and motivation of staff

Manage the investigation, evaluation and settlement of claims, applying technical knowledge and human relationship skills to effect fair and prompt finalisation of claims

Authorise payment and process claims within designated authority level

Manage the verification and analysis  of data used in settling claims to ensure that claims are valid and settlements are made in accordance with company practices and procedures

Manage the examination of claims investigated by loss adjustors

Present cases and participate in discussions at claims committee meetings

Establishment and implementation of departmental policies, objectives, performance management and procedures; conferring with management and staff

Resolving conflicts and negotiating with others – handling complaints, settling disputes and resolving grievances and conflicts

Negotiating favourable terms and agreements with suppliers and service providers

Manage departmental service levels

Make recommendations to management regarding wordings, suppliers and service providers

KNOWLEDGE

Good communications skills, verbal and written

Knowledge of principles and processes for providing customer and personal services including needs assessment, meeting quality standards for services and evaluation of customer satisfaction.

Knowledge of administrative and clerical procedures and systems

Technical knowledge and interpretation of policy wordings

Knowledge of principles and procedures for personnel recruitment, selection and training

Computer literacy

Managing people’s expectations – staff, service providers and suppliers service levels

Managing resources – staff, consumables, electronics etc

Ability to learn from mistakes – keeping up with developments and legal training requirements

Monitoring and assessing performance of self and others to make improvements or take corrective action

CANDIDATE REQUIREMENTS

Matric

15 years’ experience in the short term insurance industry

Short-term Insurance qualifications
RE 1
FAIS compliant

REMUNERATION

Annual CTC package inclusive of 13th cheque : negotiable

Group life insurance and Pension scheme

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

FINANCIAL CLERK

RESPONSIBILITIES

• Bank, customer and supplier account reconciliations
• Customer – issuing invoices, credit notes and statements
• Supplier – capturing supplier invoices
• Dealing with customers and suppliers account related enquiries
• Ensuring that all payment due are collected on time and in a professional manner
• General admin and filing

REQUIREMENTS

• Irreproachable honesty and reliability
• Excellent numerical and accuracy skills
• Bookkeeping skills
• Computer literacy – Pastel Accounting 14, Microsoft Excel, Word and Outlook
• Client service orientation, with a pleasant and efficient telephone manner
• Well-spoken with an ability to communicate verbally and in witting. English and Afrikaans is essential with one or more other languages a strong advantage
• Attention to detail
• Ability to work under pressure and to take personal responsibility for results
• Able to work as part of a team in an open plan informal environment

QUALIFICATIONS AND EXPERIENCE

• Matric qualification
• A bookkeeping or basic level accounting qualification
• Previous work experience of 2 – 3 years in a similar role is essential

The successful candidate must be able to conduct him/herself in a professional manner.

Only suitable applicants will be contacted. Should you have not received a response by or on the 8th of July 2016, please consider your application unsuccessful.

Vacancies for Group Tied brokers in Gauteng and Mpumalanga

Requirements

• Minimum 5 years industry experience in business/personal markets
• Normal requirements as described by FSB and FAIS act
• Minimum qualification NQF5 (120 credits)
• Self motivated individuals to source clients and build practice
• Innovative and market leading products to work with.

Renumeration

• Commission based (competitive)

Suppport

• Normal support from large Insurance Corporate company (Liberty)
• Personalised training and support on analysis program
• Admin support
• Dedicated broker consultant

All interested candidates to e-mail their CV to coert@ripplesoft.co.za

 

Representative

We are looking for a highly motivated individual to join our business.  Our practice is 15 years old and is located in Fairland, Randburg area.

If you are an existing Financial Advisor or a tied agent who wants to become independent, this is your opportunity.  If you are willing to work hard, the possibilities are endless!

Minimum requirements:

• Good client communication skills
• Sense of urgency in all you do
• Take ownership of your responsibilities and work independently
• Self motivated and target driven
• Reliable and punctual
• Must be able to assess and finalize complete financial needs analysis (F&A)
• Proven track record
• Own vehicle
• Start as soon as possible

Desired skill and experience:

• More than 2 years industry experience
• RE5 Representative Exam completed
• Certificate in Financial Planning or studying towards achieving

COMMUNICATION and CLIENT CARE

Follow up on various instructions with internal and external stakeholders
Phone client to request documents and schedule meetings
Attend to client queries
Liaise with marketing regarding RSVP on respective clients
Attend client presentation, Prospecting events  and interact with clients
Post quarterly report to client
Liaise with finance division in respect of recoupments and debtors schedules
Friendly and caring to the client in all endeavours
Send gifts or cards on occasions
Assist client in signing documents in the fiduciary process
Assist in Client events.

ADMINISTRATION
Prepare documentation for client meetings
Load and update AUM onto System
Complete forms and liaise with clients for signing docs and request any outstanding requirements
Load clients onto the system – Gather client information and load on Tyrus
Compile Investment proposals
Complete all documentation, Mandates, applications forms,
Submit various instructions
Track and monitor instructions:
New business, adhoc top ups, withdrawals, switches, maturities, income benefit , income change and section 37 and section 14 transfers
Confirm beneficiary status of AUM
Manage the diary of the wealth manager by scheduling appointments or follow up meetings with clients.
Generate and structure agenda for minutes of meeting and execute or monitor the actions that need to be taken on the conclusion of the meeting.
Generate quarterly reports on every client
Adhering to any outstanding requests from internal and external clients

CALCULATIONS

Accurate loading of values to generate cash flow
Perform calculations in terms of fund allocation
Balance portfolios
Basic tax calculations and seek tax directive
Loading and calculating of recoupment options

PRACTICE MANAGEMENT

Diary management
Assisting and executing related tasks as requested by direct manager
Cashflow drafting and generation
Ensure that Fiduciary, Wills and estate planning documents are compliant
Constantly update FICA and FAIS
Manage depleted holdings
Ensure client has correct mandate and closing letter
Apply for tax clearance and related matters

THE CITADEL WAY

Striving to be, not number one, but the only one

Continuously capturing rock pools and contributing to quality net inflows.

Make the client have a pleasant experience in all aspects of his journey with us.

1. Key Performance Areas:

The key performance areas of this position include, but is not limited to:

Identify, develop, and evaluate marketing strategy, based on knowledge of company objectives and market characteristics; formulate, direct and coordinate marketing activities and policies to promote financial products and services; promoting and enhancing the corporate identity and image of Unity Inc NPC and associated entities amongst internal and external stakeholders at all times; perform functions of a Key Individual; Ensuring the accurate, professional execution of functions in compliance with relevant legislation; facilitate training of marketing and distribution staff or representatives and oversee or supervise their daily activities; develop strong understanding of the retirement industry, trade unions funds, BEE sensitive funds and ordinary retirement funds and report to the company and associated businesses; build sound relations with stakeholders in order to ensure support for and commitment to the vision and values of Unity Inc NPC; promoting the values of Unity Inc NPC and associated entities and promote a work ethic and philosophy that is zero tolerant to corruption; evaluate the financial aspects of product development, such as budget, expenditures, research and development appropriations, and return-on-investment and profit-loss projects; In support and in absence of the CEO represents Unity Inc NPC at all relevant forums and conferences where the concept and spirit of SRI or ESG is advanced.

2. Requirements:

A Degree or Diploma in Marketing or Business Administration or Sales and Marketing or equivalent qualifications and five (5) years’ experience in the financial services sector with emphasis on SRI or ESG approach; Key Individual who meets the requirements of fit and proper, approved, authorised and registered with Financial Services Board; minimum and essential to be registered on Category I, subcategories/financial products – 1.5 Retail Pension Benefits; 1.7 Pension Fund Benefits (excluding retail pension benefits) and; 1.14 Participatory interests in Collective Investment Schemes; the ideal candidate would be a suitable qualified and experienced, self-motivated marketing and distribution manager preferable with a slant towards SRI and ESG concepts with a knowledge of the retirement and investment regimes within the financial services sector and relevant legislation; ability to relate to investment consultants, have investment expertise and credibility, SRI and ESG expertise and credibility; two (2) years’ experience in management and leadership positions will be an advantage.

3. Skills and Competencies:

An analytical mind and a clear understanding of factors that influence the investment and retirement industry are required; Excellent decision making skills, good judgment and being a committed team player; the intellectual agility and creativity to respond to changing demands, being able to handle complexities and being an objective listener; business report writing; project management; situational analysis and problem solving skills; planning, organising and control of work environment; good time management skills and ability to meet deadlines and targets; some accounting experience and clear understanding of financial statements will be an added advantage; to be a people’s person who can engender a spirit of a common shared vision amongst stakeholders so as to achieve the mission, business goals and objectives of Unity Inc NPC.

4. Closing Date: 24 June 2016

If application does not receive any feedback or invitation to an interview by 30 June 2016 the applicant will be deemed to be unsuccessful.

5. Procedures for Applying:

Prospective candidates are advised to send their CV, a covering letter of motivation and contact details of three (3) referees. Certified copies of their ID, matric certificate and Degree or Diploma certificate or highest formal qualifications must be submitted together with this application. Should any application be received without any of the required information and documents it will, unfortunately, not be considered.

Package: R500,000 per annum total-cost-to company (negotiable).

Please forward your CV to Mr. Ramontsho Monnakgotla, the Corporate Services Manager: ramontsho@unityincorporation.co.za

A position has become available in our Sandton office for a financial services professional to assist our financial planners in reviewing, analysing, researching, recommending and preparing financial reports and proposals for clients in accordance with investment strategy.

 

General

The tasks assigned to this position are standard in their concept but require some independent thinking in their application.

Attention to detail is extremely important.  Good math skills are required along with an ability to develop big-picture thinking.

The candidate must:

• Have one to two years’ experience in the financial planning industry.
• Be able to work in a team environment and perform work for more than one financial planner.
• Be able to work extended hours on occasions when required.
• Have valid driver’s licence without endorsements.
• Be familiar with and have a good understanding of current legislation applicable to the industry (FSB, SARS, Insurance Acts, FICA, FAIS etc.) and consider all of these in reporting/planning.
• Have good time management skills.
• Be computer literate with a strong Excel (Graphs), Word, Power Point, email and internet ability with excellent report writing skills, and a very competent writer of business letters, quotations and proposals.
• Be detail oriented, and be able to work in an unstructured environment with critical time demands.
• Be able to understand profit and loss calculations, return on investment, annualised returns and basic business finance.
• Have Exceptional Telephone Skills
• Great Interpersonal Skills
• Must adhere to the FSB’s Fit and Proper criteria of Honesty and Integrity

Qualifications:

BComm – focus on financial and investment planning

NFB Offers:

• Pleasant work environment
• Competitive Remuneration package
• Employee Benefits