FINANCIAL ADVISOR

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.

 

 

Claims Negotiator

The ideal candidate’s key performance areas will be:

All aspects of claims handling including:

• New claims registration
• Assess merits of claim in terms of policy wording
• Appointment of contractors/loss adjusters
• Authorisation / rejection of claims
• Requests for claims payments
• Liaison with brokers and service providers

Behavioural dimensions:

• Attention to detail
• Deadline orientated
• Strong admin skills with an ability to prioritise workload
• Good interpersonal skills
• Assertive

Candidate Requirements:

Education: (not negotiable)

• Matric
• A minimum of 5 years commercial claims experience in the insurance industry
• Short-term Insurance qualifications will be an added advantage
• Being FAIS compliant will be an added advantage
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)

Remuneration:

• Annual CTC package inclusive of a 13th cheque: Negotiable
• Pension scheme and Group life insurance

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

Broker Assistant

KEY PURPOSE OF THIS POSITION:

To provide an effective administration and personal assistant service to one of our Private Wealth Managers and his clients with the aim to ensure an exceptional customer service experience and to keep him focused on growing his portfolio.

DUTIES INCLUDE:

Ø  Preparing introduction document packs for new clients;

Ø  Handling all administration requirements relating to new and existing business including, but not limited to, processing applications, portfolio changes, claims, surrenders, quotes and any client queries;

Ø  Capturing all information on Client administration system;

Ø  Preparing monthly, quarterly and annual portfolio reviews for existing clients;

Ø  Setting client appointments;

Ø  Managing and organising any items of a personal nature as and when required.

REQUIREMENTS FOR THIS POSITION:

Ø  Excellent English communication skills – read, write and Business communication

Ø  Minimum National Grade 12 certificate (Matric) with mathematics and/or accounting

Ø  Computer Literacy – Microsoft

Ø  Sound Interpersonal Relationship Skills

Ø  Accuracy and Attention to Detail

Ø  Telephone Skills

Ø  Time Management Skills

Ø  At least 3 years experience within the Financial Services Industry focussing on Investment and Risk products

ABILITY TO:

Ø  Work under pressure

Ø  Perform tasks in a structured and analytical manner

Ø  Work independently, but also in a team

Ø  Work without supervision

ATTRIBUTES OF:

Ø  Emotional Maturity

Ø  Achievement driven

Ø  Integrity and Ethical behaviour

Ø  Professionalism

Ø  Friendliness

WE OFFER:

Ø  Pleasant work environment

Ø  Competitive Remuneration package

Ø  Employee Benefits

If you tick the blocks and wish to become part of a dynamic team of professionals, please apply now.

Short Term Commercial Representative

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.

Customer Complaints Officer required for a Financial Services provider

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

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.

Financial Advisor and Medical Aid Advisors

Are you qualified with min 3 years experience? We are Cape Town based and expanding our footprint. We need a motivated Financial Advisor and/or Medical Aid Advisor to grow with us. Management positions will become available for the right person.

Claims Administrator with Commercial Underwriting Experience

Established brokerage in the Southern Suburbs in Cape Town requires a competent and FAIS accredited short term Claims Administrator effective as soon as possible. This role requires a strong Consultant who can provide stakeholders (Clients & Account Executives) with effective and efficient claims services according to the procedures and required standards in support of the business strategy.

Qualification:
Matric or equivalent / Relevant post matric qualification an advantage RE 5
FAIS compliant
Computer literate
TIAL – advantageous
Excellent communication skills (verbal & written)
3-5 years Claims experience (Personal Lines and Commercial)2 years Commercial Lines Underwriting knowledge will be an advantage.

Skills & Experience:

Essential experience in Commercial and Personal lines
Demonstrable experience in building and maintaining relationships with internal (e.g. Account Executives) and external (e.g. Clients) stakeholders
Achieving and exceeding set targets
Highly organized individual with attention to detail

Job Description:The successful incumbent will be responsible for:
General enquiries
Administering client data and claims
Application of policy terms and conditions
Recoveries
Contributing towards continuous improvement in own and team performance
Adhering to company mandates
Participating and contributing to ad hoc projects
Reporting any suspected fraud, misrepresentation and/or dishonesty
Keeping accurate records of own activities
Appointing of Assessors / Suppliers

Facilitation of full claims function from first notification of loss including but not limited to registering of claims, liaising with insurers, facilitating all documentation, engaging with the client at each step of the claims process

 

Financial Planner

Be a part of a vibrant, passionate client interfacing company. Our aim is to find a skilled, determined and committed financial planner, who is able to maintain and develop the relationship with existing clients as well as evolve and enhance their financial plans as their circumstances change. Help us empower our clients to retire successfully.

Minimum requirements:

Qualifications

·         Matric

·         Applicable tertiary qualification (as per Fit and Proper requirements) – financial planning degree/Post Graduate Diploma in Financial Planning preferable

·         CFP® status

Experience

·         Computer Literacy: Microsoft Word, Excel and Outlook

·         Experience in using financial planning software

·         Minimum 5 years financial planning experience

Job specification

·         Salaried position, with incentive option (not commission earning)

·          Provide technically competent advice to clients within the existing client base

·          Develop, maintain and effectively manage the relationship between the client and the practice

·          Write financial plans and implement recommendations

·          Competent in financial planning

·          20% risk and 80% investment planning

·          Focus is on the client relationship and not purely selling products

Remuneration

The successful candidate will earn a salary, not commission.

Please apply via our company website: http://charteredwealth.co.za/join-team/

We will only correspond with short listed candidates.  Should you not hear from us within ten working days, please consider your application unsuccessful.

 

Broker Consultant

The ideal candidate must be able to:

Develop and maintain good relationships with new and existing brokers through visits and feedback at agreed intervals to ensure high service levels

* Establish the broker’s needs and ensure that these needs are met as far as possible and that all problems are resolved timeously
* Reporting
* Manage and mentor staff
* Build brand awareness
* Drive product communication / Awareness
* Provide management information
* Technical training of and on-going product support to brokers
* Keeping up-to-date with competitor product and service offering and industry   developments

Candidate Requirements:

Education: (not negotiable)

Matric
5-10 years working experience in the insurance industry and knowledge of underwriting processes
3 years Broker Consulting experience will be advantageous
Short-term Insurance qualifications
RE 1
FAIS compliant
Fluency in English and Afrikaans
Computer Literacy (MS Word, Outlook and Excel)

Competencies:

Strong business acumen
People management skills
Strong financial acumen
Strategic thinking
Planning & organizing skills
Executive disposition
Good organizational skills
Leadership skills
Strong time management skills

Other:

Own reliable and insured transport and driver’s license
Remuneration:

Annual CTC package inclusive of a 13th cheque:  Negotiable
Travel allowance (GPS electronic log book provided)
Use of company cell phone for business calls
Reimbursement of petrol expenses
Pension scheme and Group life insurance

CIA is an award winning underwriting management company specialising in building insurance.

Having set the benchmark for innovative insurance solutions and exceptional service since 1999, we have maintained our market leadership through on-going research and development of new products, cover and benefits for residential, commercial and industrial property owners.

CIA is underwritten by Compass Insurance Co. Limited (awarded an A + rating by Global Credit Ratings), a subsidiary of the Hannover Reinsurance Group -the third largest reinsurer in the world. CIA is part of the Lireas Holdings Group of companies, which in turn is a wholly owned subsidiary of the Hannover Reinsurance Group Africa Limited.

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