Point 3 Financial Solutions has a vacancy for a dedicated Wealth Practice Administration Assistant.

The ideal candidate’s key performance areas will be:

• Quotations – Investment and Life products
• Administration and processes of Issuing new business
• Liaise with Advisor
• Liaise with clients
• General office administration

Behavioral dimensions:

• Deadline orientated
• Strong admin skills
• Good interpersonal skills
• Assertive
• Personal time Management

Relationships:

• Will report to the Office Manager

Candidate Requirements:
Education: (not negotiable)

• Matric – minimum requirement and at least 2 years’ practical experience in the insurance/investment industry and knowledge of Investment and Life  processes  Independent broker back office experience will be an advantage to the applicant
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)
• Being FAIS qualified will be a great advantage

Remuneration:

• Annual CTC package: Negotiable
• Group life insurance

There will be a requirement from the selected applicants to do a practical/ psychometric assessment and is required to be of Good Health.

Closing date for CV’s is the 26^th of Feb 2016

The ideal candidate’s key performance areas will be:
• Co-ordinate the appointment of risk surveyors
• Application of good risk analysis skills
• Analysing surveys, risk deficiencies and communicate risk improvement requirements to brokers
• Understanding the impact of surveying decisions on underwriting
• Demonstrate risk perception and understanding the nature of risk (good or bad)
• Liaison with brokers
Behavioural dimensions:
• Deadline orientated
• Strong admin skills with an ability to prioritise workload
• Good interpersonal skills
• Assertive

Candidate Requirements:

• Education: (not negotiable)
• Matric
• 5 years’ experience in the commercial insurance and knowledge of underwriting processes
• Being FAIS qualified will be a great advantage
• Fluency in English and Afrikaans
• Computer Literacy (MS Word, Outlook and Excel)
• Good communication skills- written and verbal

Remuneration:
• Annual CTC package inclusive of a 13th cheque: Negotiable
• 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

 

Insurance Brokerage requires the services of a Long Term Administrator.

Duties will include:

• Client portfolio Management
• Obtaining quotations
• Processing applications (and the underwriting process).

Experience & Preferred Qualifications:

• Bias software
• Long Term Insurance
• RE5 Examination

Salary commensurate with experience.

CV”s to be sent to gavini@isafam.co.za

Only successful candidates will be contacted.

Job Level:   Head of Department

Vacancy Type:   Permanent

Company Industry:   Insurance, Financial Services

Salary:   R480 000 ctc – R720 000 ctc per year

Minimum Experience:   3 years in the Insurance Industry

Min Education Requirement:   Admitted attorney with BComm LLB/ LLB or BProc

Advantageous qualifications:   FSB approved Compliance officer / CFP qualification / Registration with CISA.

Closing date:   29 February 2016

One of South Africa’s leading boutique funeral insurers, situated in Stellenbosch, are looking for someone to take ownership of its legal and compliance function.  You will be tasked with providing legal and compliance advice to the Board of Directors, employees and clients on all legal matters and applicable legislation including the Long Term Insurance Act, FAIS and other new legislation as is required.  You will also be responsible for identifying, implementing and monitoring compliance processes and liaising with the Financial Services Board.

You will need at least 3 years’ experience in compliance in the Insurance / Financial Services environment as well as a proven track record of good character, diligence and financial prudence. A relevant legal qualification and sound knowledge of compliance, governance and risk management is also required.

If you are interested apply now by sending your CV to Mariska at recruitment@kga.co.za.

Candidate Requirements:

• A team player.
• Have passed the relevant RE examination.
• Fully FAIS compliant, that is able to be registered on the FSB rep register and work unsupervised.
• Be prepared and able to work in a highly pressured and deadline driven environment.
• Excellent communication skills both written and verbal.
• Strong computer and written language literacy.
• 120 credits (full qualification)
• Minimum of three years’ experience in short term insurance (sales)
• Meet all fit and proper requirements.

Remuneration commensurate with experience. We offer employee benefits including contribution to medical aid, membership of a group scheme and a flexible work environment.

We are and equal opportunity employer.

Applications close on 10 February 2016

If you have not heard from us within seven days of this date please consider your application unsuccessful.

To be considered for the position email a short CV detailing you relevant underwriting experience and details of previous employment to chris@stratabluestar.co.za

Business Development Manager for an Independent Retirement Funds Provider

An innovative and market-leading Independent Retirement Funds Provider is looking for a candidate who would welcome an opportunity to drive our company’s growth by taking on the role of a Business Development Manager (BDM).

The role of Business Development Manager requires a person well versed in the fields of financial services, investments and retirement who is innovative, enterprising, a strategic thinker and able to work independently.

The candidate must be able to identify new channels of distribution – that is either existing independent financial adviser businesses which can use our funds as vehicles to access investments not commonly held on other investment platforms – or marketing the company’s funds to investment managers as a means to attract and house their own client’s retirement assets.

Additionally, the BDM will be required to identify new industry trends/ideas which may be beneficial to the company and which could result in new product ranges.

The candidate should have strong people skills, in particular the capacity to build and nurture business relationships and should have a flair for marketing and presenting the company in a professional, ethical and positive manner.

Being able to work with a team is equally important as the candidate will also play a liaison role between the company’s administration arm and the independent financial adviser/investment manager.

Candidates should be highly ethical, dynamic and resourceful, industrious and enterprising.

Qualifications:

• A tertiary degree in business management would be considered favourably.
• A CFP qualification will be considered favourably.

Experience:

Experience in the fields of financial services, investments and retirement is a non-negotiable pre-requisite.

The following professional experience will be considered favourably:

• A broker consultant in the retirement industry.

Salary and benefits:

The salary and benefits will be commensurate with the experience and seniority of the incumbent.

A Busy southern suburbs based Insurance Brokerage seeks competent self-motivated female with sound short term personal lines knowledge.

Minimum requirements:

FAIS and RE compliancy essential
Minimum 5 years experience in personal lines insurance
Commercial lines knowledge will be an advantage but not essential
Previous experience within a brokerage preferred
Excellent interpersonal and communication skills
If you are a South African citizen and your CV meets the above requirements, please respond via e mail to marjorie@sibcapegro.co.za

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
• Build brand awarenessDrive 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

To apply please email your CV to jimmie@cia.co.za

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

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