We are a growing financial services company seeking a Management Accountant who will report to the CEO and be responsible to assist with accounting and financial reporting for the company.  The incumbent will also be responsible for the compliance processes, payroll and general administration. The successful incumbent will based at the Steenberg Office park, Tokai.

Responsibilities:

Financial/Accounting – Assisting the CEO and COO with all financial functions, including management accounts, the submission of commission tracking information to GlobalNet, tracking and reconciling commission payments, keeping the new business register, preparing pending and issued commission statements, and assisting with payroll related work.

Compliance – Assisting the COO in all compliance functions including submission of cases to GlobalNet, keeping the company compliance files up to date and attending compliance meetings with external compliance officer. First line compliance check of all business cases to be submitted, from all advisors.

HR –Assisting with any HR relating work as part of Operations.

General Administration – Assisting with any general admin work as part of Operations.

Company secretarial and fiduciary functions – Assisting the COO with same.

Minimum Qualification and Experience:

Bachelor’s Degree in Accounting/Finance

At least 3-5 years experience in a similar role preferably in the financial services industry

Advanced Computer literacy (Microsoft Word, Excel, Outlook, PowerPoint)

Experience with Pastel  and Pastel Payroll, or related software

Financial Services Provider Compliance Experience

Knowledge of HR administration

Excellent attention to detail

Ability to work well under pressure

Ability to communicate effectively both orally and in writing

Organised and meticulous

Positive attitude and must be willing to go the extra mile

Salary:

Negotiable, based on qualifications and experience.

Job description

A once in a lifetime opportunity for graduates. Are you motivated, ambitious and thrive in a challenging environment? Are you dynamic, entrepreneurial and can negotiate at all levels? If you want to determine your own income and have unlimited earning potential, join our world-class company.

Successful candidates will receive extensive training including initial and advance learning programs, a 2 year full mentorship programme and support to create a “Best of Breed” Financial Adviser.

Become an Ambassador to market our wide range of innovative and market leading products.

We offer a basic salary while on training and lucrative Rewards and Recognition.

Job Details

• To source clients through networking and referral initiatives
• To build long lasting relationships with clients through excellent ongoing client services
• To give objective professional advice based on client needs and objectives
• To build a long-term professional, profitable business
• Market and sell the Discovery product range
• Achieve monthly targets
• Keeping abreast with industry trends and legislative issues

Desired Skills and Experience

Minimum requirements (not negotiable)

• Mathematics and English for Matric
• Recognised university degree (financial degree will be advantages)
• South African citizen
• Driver’s License and own Reliable Car
• Own cellphone
• Do not have any previous experience as a Financial Adviser

All interested candidates to email their CV and a cover letter to GinaA@discovery.co.za

FINANCIAL PLANNER

Do you want to be part of a professional and client centric FSP in Durban?   Are you an independent financial adviser or a tied financial adviser who want to become independent?  Do you have experience in risk benefits and investments?  If the answer is “Yes” to all of the above, then you may be interested in joining NFS Group.

Minimum requirements:

Qualifications

1. Qualifications/Credits as prescribed by FAIS fit and proper requirements

2.  A CFP qualification would be an advantage but not compulsory

Experience:

1.  Must have some clients.

2. Computer literate in Microsoft Word, Excel and Outlook

3. Experienced in financial planning software

Must be willing to offer full financial planning services to existing clients and market to new clients.

The NFS Group is a diversified group offering Financial Planning, Accounting and Tax as well as Compliance Services.

Snyman & Van Der Vyver has a position available for a Personal Lines Short Term Consultant based in Bellville, Cape Town:

Job Purpose

This position calls for a Personal Lines Short Term Consultant to manage a portfolio of clients handling all aspects of providing advice and administrative functions – excluding claims.

Principal Accountabilities:

• Handle portfolio of +- 600 clients
• Providing advice and arranging cover including administrative functions
• Renewals (telephonically)
• Effective Diary Management;
• Liaise with other relevant parties
• Service: Providing excellent professional service to all relevant parties, both Internal and External;

QUALIFICATIONS AND EXPERIENCE

Qualification:

• Matric
• Short TERM NQF 4
• RE: 1 (FAIS)

Experience:

• 5 years’ experience in the Insurance Industry
• Knowledge of Santam Mainframe serve as an advantage;
• Product Knowledge: Santam product, TRA, ArtInsure, Vantage

 Recommended

• Strong client service orientation
• Team player
• Time Management Skills

COMPETENCIES

• Self-starter – Taking Initiative
• Delivering Results
• Applying Expertise
• Learning and Sharing Knowledge
• Ability to work under pressure
• Excellent Business Communication skills (verbal & written)
• Empathy and Conflict Handling Skills
• Planning and Organising
• Writing and Reporting (Proficient in MS Office – Especially MS Excel)
• Following Instructions and Procedures
• Working with People

Pioneer Wealth Managers has a long and proud history that dates back to 1986. We have consistently remained true to our promise of providing independent and superior wealth management solutions to individuals and institutions across Southern Africa.

If you are a tied financial advisor looking to offer your clients a wide range of services or an independent financial advisor looking for a new challenge, you should consider joining our team of experienced Wealth Managers.

Minimum Requirements:

* Matric / Grade 12
* Regulation Examinations (RE5)
* NQF Level 5 and up (approved FSB qualification)
* Minimum of 120 FAIS Credits or studying towards CFP
* Honesty and Integrity (Fit and Proper Requirements)
* Minimum of 2 years experience
* Computer literacy
* Own Transport
* An established or growing client database

The ideal candidate must be willing to practice financial planning in accordance with the Pioneer Wealth Management approach.

Elasah Risk Consultants are looking for a Commercial Short Term Representative with

NQF 5 and RE 5 completed,

Commercial Insurance Experience,

Minimum 4 years Representative Experience;

Basic + Salary Negotiable.

Send short CV.

Emerald Life is a financial services provider based in Bellville and require a fraudulent/ complaints officer to join their team

Key Duties & responsibilities

* Responsible for investigating, resolution and reporting of all fraudulent/customer related complaints

* To manage the resolution of customer complaints within given deadlines

* Must be an effective communicator and ensure all complaints are acknowledged in a timely manner and customers are kept informed throughout the fraudulent/complaints process

* Escalate all unresolved issues/complaints to your manager

* Be able to work indipendantly

* Be able to work under pressure

* Be able to provide solutions and be capable to resolve problems

Minimum Qualifications/Experience

* Must at least have 2 years experience in the insurance/financial services industry or similar position

* Good Knowledge of the FAIS act

* Treating customers fairly & policy protection rules regulations compulcery

* RE5 & RE1 Certificated will be an advantage to applicants

If you are interested in this position offered and meet the minimum qualifications, please email your CV to janines@emeraldlife.co.za

Medical Aid Advisors required to start asap.

Minimum requirements:

Matric.

Own transport and valid drivers licence.

Sales experience.

FAIS credits and NQF 5 advantageous.

Basic salary plus high commission.

Full product training will be provided.

Please email CV, ID and relevant educational certificates.