OPPORTUNITY OF A LIFETIME FOR AN EXPERIENCED FINANCIAL ADVISOR BASED IN JOHANNESBURG.

HIGHLY COMPETITIVE SALARY, COMMISSION AND PERFORMANCE BONUS …

St James Global is opening an office in Johannesburg and is offering an excellent career opportunity to Graduates within the offshore Financial Services Industry. It is looking for highly motivated mature sales people who are fluent in written and spoken English and who can work independently, to join our highly successful team of financial experts. The successful candidate will be based in Johannesburg. If you are well networked, have high business acumen, and a born entrepreneur, looking for an opportunity to take your own business to the next level, we have just the opportunity for you.

As a Financial Advisor you will lead an active lifestyle of client meetings, networking and continuous education and development.
St James Global work with the most reputable offshore Financial Institutions within the market and assists people who are seeking sound offshore financial advice and planning. St. James Global is able to offer you a reputable structure, well-defined solutions and ongoing support and training. Each advisor will have access to a Financial Business Development Assistant assigned to them to assist with their daily tasks and objectives.

Key responsibilities of the position include:

• Develop leads and referrals from current clientele and outside contacts.
• Working with your coordinator to prospect and canvass.
• Actively networking and prospecting to build relationships.
• Meeting with clients.
• To secure new business and assets for the portfolio.
• To provide comprehensive International financial planning solutions to clients.
• To build effective client relationships with ongoing management, administration and servicing of their assets held offshore.
• Consistently achieve new business targets and goals.

Applicant should meet the following requirements:

• Degree preferably in Finance and Investment.
• Minimum of 5 years’ experience in the Financial Services Industry (not negotiable) and in consulting with high nett worth individuals, preferably with a proven track record.
• Well-presented corporate attire.
• 100% Proficient in English, both written & spoken.
• Well-spoken with excellent communication skills
• Proven relationship/networking/influencing skills
• Self-confident, self-starter and assured.
• Excellent presentation skills
• Advanced level of computer literacy
• Excellent planning and organising skills
• Resilience, punctuality and ability to work within a team environment
• Hard working and results driven
• Ability to meet clients expectations
• No adverse listings (criminal, credit, etc.)
• Completed a FSB recognised qualification suitably on a NQF level 5
• Have completed or in the process of completing RE5

Should you be serious about this position please submit a comprehensive CV together with a cover letter to recruitment@stjamesglobal.com

St. James Global (Pty) Ltd (St. James Global) is an authorised Financial Services Provider with its Head Office in Cape Town and 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.
St. James Global is a 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 it has established itself as Advisors to first and second generations within families.

OPPORTUNITY OF A LIFETIME FOR A FINANCIAL BUSINESS DEVELOPMENT ASSISTANT BASED IN JOHANNESBURG.

HIGHLY COMPETITIVE SALARY AND FINANCIAL INCENTIVES.

St James Global is opening an office in Johannesburg and is offering an excellent career opportunity within the offshore financial services industry. We are looking for a highly motivated Financial Business Development Assistant who is looking to make a career in this industry. The successful candidate must be fully bilingual and 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 our 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 Investment.
• Minimum of 5 years’ experience in the Financial Services Industry, preferably with a proven track record.
• 100% Proficient in English & Afrikaans, 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 recruitment@stjamesglobal.com
Interviews will be conducted in Johannesburg, date and venue to be confirmed.

St. James Global (Pty) Ltd (St. James Global) is an authorised Financial Services Provider with its head office in Cape Town and 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.

We require a qualified Key Individual to fulfil the role of internal Compliance Manager to ensure compliance of the FSP, including head office in Johannesburg, and branches in Cape Town and Durban.

The position is possibly part-time, but is to be negotiated, and will be task dependent.

Job Requirements

• Qualified and registered as a Key Individual
• Minimum 5 years experience in an Insurance Company or Underwriting Manager
• Minimum 2 years experience as a Key Individual in an Insurance Company or Underwriting Manager
• Excellent attention to detail
• Good communication skills
• Be able to work in a pressured environment
• Be self-motivated and able to use initiative, able to work independently
• Must be proficient in the MS Office suite

Duties and Responsibilities

• Maintain compliance of the FSP and representatives
• Liaising with our external Compliance Officer and providing necessary support
• Feedback as required to management and the company board
• Ensure up to date knowledge of the regulatory framework and transfer of relevant information to representatives

JOB DESCRIPTION: Underwriter – Umhlanga

The ideal candidate’s key performance areas will be:

• Quotations
• Issuing of new business
• Issuing of insurance certificates
• Doing policy endorsements
• Monthly renewals
• Appointing risk surveyors
• Preparing Participation Quotas
• Liaison with brokers

Behavioural dimensions:

• Deadline orientated
• Strong admin skills
• Good interpersonal skills
• Assertive

Relationships:

• Will report to the Branch Manager

Candidate Requirements:

• Education: (not negotiable)
• Matric
• 5 years’ experience in the insurance industry 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)

Remuneration:

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

If you are a successful advisor or broker and looking for a career opportunity with Constans – we offer the following:

• Retain your independence, work from your home or own office
• Team-up with fellow colleagues and keep growing your business whilst securing your succession planning
• FSB licence
• Compliance through Moonstone, one of the largest providers of compliance services
• Extensive contracts with all Major Financial Service Providers.
• Succession Planning
• Astute
• Atwork – Financial Needs Analysis programme
• Commission Administration
• Branding
• PI Cover
• Free E-Mail
• Management support

Contact Dup Venter – info@constans.co.za for more information

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.

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

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

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 awareness

• Drive product communication / Awareness

• Provide management information

• Technical training of and on-going product support to brokers

• Keep 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

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

 

NORTHERN SUBURBS BROKER REQUIRES THE SERVICES OF A SHORT TERM JUNIOR COMMERCIAL LINES ADMINISTRATOR

Job duties
* Attend to processing of renewals, new business & amendments
* Communicating with clients
* Claims registering
* Claims assessors appointment and handling
* Admin functions including input into Broker computer systems
* Report to internal Manager/K.R.

 Skills/Attitude
* Planning and organising
* Works well in a team and independently
* Copes well under pressure
* Pleasant written & communication manner
* Good self management
* Self motivated

Requirements
* Progress to FAIS full qualification including RE exams

Salary
* Market related
Please submit CV to:  tygerprop@gmail.com