FINANCIAL PLANNER -Purpose Wealth is a boutique financial planning and wealth management company based in Pretoria, with extensive experience in financial planning, investment strategy development and wealth portfolio management. Purpose Wealth serves retirees, high-net-worth individuals, affluent investors as well as young professional wealth accumulators.

We are looking for a financial planner to join our team. Key responsibilities of the position will include to assist clients and senior financial planners in technical support, portfolio construction and financial advice. Purpose Wealth is client focused and the successful candidate must have a strong customer service orientation and should value personal relationships. The candidate will not be responsible for finding leads but to actively service all new and existing clients provided. This position entails a fixed cost-to-company package structure, with bonus incentives but no sales incentives and commissions are earned.

Minimum requirements will be a relevant degree, CFP®, and at least three to five years experience as a financial planner or in a relevant position. The candidate must also be fluent in written and spoken Afrikaans and English. To be considered for the position you must meet the minimum requirements and will be expected to send a CV, copy of academic results and covering letter by 30 October 2015 to info@purposewealth.co.za.
Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful.

An exciting opportunity is available for a qualified attorney to join TFG’s legal team as a legal advisor to TFG’s insurance business unit

• Key Responsibilities will primarily include:
• Reviewing and drafting insurance documents and various commercial agreements
• Providing legal advice, support  and services to TFG’s insurance team
• Advice on compliance with all laws and regulations pertaining to TFG’s insurance products
• Other duties as and when required

Ideally you will have :

• an LLB degree, preferably a post graduate LLB
• 3 to 4 years post articles experience
• a sound working knowledge of the FAIS Act, TCF, Long-Term and Short-Term Insurance Acts, FSB Act POPI, CPA and NCA
• experience in dealing with ombud complaints
• the ability to be assertive
• excellent administration, attention to detail, negotiating and time management skills
• a strong research ability
• excellent drafting and communication skills
• the ability to work independently
• sound judgement
• the ability to be business orientated while remaining objective
• the ability to thrive in a stressful environment and work under pressure
• the ability to interact with individuals across all levels of the business
• computer literacy

Preference will be given, but not limited to, candidates from designated groups in terms of the Employment Equity Act

To Apply  – please follow the link below :

https://foschini.taleo.net/careersection/jobdetail.ftl?job=00537&lang=en_GB

We are a recruitment agency with various positions.

We require people that have completed their RE 5 exam as well as people that have at least 30 fais credits.

Most of our positions are very urgent and you can email your cv to clive@bcgtraining.co.za  Please ensure that your cv is updated with as much detail as possible.  You may call our office line on 011 3254407.

Salaries range from R8000 per month to about R25 000 per month.

Strata Insurance Brokers CC is a growing short-term insurance brokerage in East London and requires a short term Commercial Underwriter to join our growing team.

Candidate Requirements:

• A team player.
• Have at least a Matric certificate.
• Have passed the relevant RE examination.
• Fully FAIS compliant, that is able to be registered on the FSB rep register and work unsupervised.
• A minimum of 2 -3 years’ experience working as an Underwriter on Commercial policies within short-term insurance.
• Ability to underwrite through the entire process including, rate, underwrite, screen, renew, endorse and handle account/client queries.
• Support our Commercial broker/s.
• 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.

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 an equal opportunity employer.

Applications close on 21 September 2015.

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 your relevant underwriting experience and details of previous employment to pat@sanlam4u.co.za

Mabindu provides a platform that enables the general public to invest directly into real estate investments.

Mabindu offers two alternative asset classes, equity securities in property development and access to mortgage backed securities.

The company is looking for a compliance officer with RE 1 and RE 2 qualifications recognized by the FSB. The candidate will have to qualify to register as a Key Individual as per the Financial Service Board requirements. The candidate will aid in helping the day to day running of the business.

Candidates will collective investment scheme experience would be at an advantage as well as with over one year experience in the securities market.

A dynamic, independent short term insurance broker in Rosebank Johannesburg is looking at expanding their already successful team.

MAIN DUTIES AND RESPONSIBILITIES

• Responsible for service delivery to the client / Broker
• Preparation of budget for  new sales targets
• Keep abreast with the insurance markets
• Fostering of sound working relationships with other functional business units
• Familiarity and compliance with all company policies, statutory and regulatory requirements
• Comprehensive knowledge of all standards applicable in  respect of  the client service delivery function
• Ensure all products and services available within the company are marketed to  the  client/Broker
• Must reach and maintain monthly sales targets

QUALIFICATION AND EXPERIENCE REQUIRED

• Minimum of 3 years appropriate experience in the sales and client service delivery function
• Relevant qualification/s will be an advantage
• Must be FAIS compliant – minimum 150 credits and have passed RE 1 Examination
• Fluent in English and Afrikaans

REQUIRED SKILLS & BEHAVIOURAL COMPETENCIES

• Customer Oriented individual
• Excellent Interpersonal skills
• Planning and organisation skills
• Good problem solving skills
• Results driven person
• Good Presentation skills
• Excellent negotiation skills
• Good report writing skills
• Verbal and Written communication skills.
• Strong leadership skills
• Strong administration skills
• Self- management skills
• Good listening skills and healthy self-esteem
• Team leadership skills and able to work under pressure
• Excellent technical skills

PREFERRED PERSONAL ATTRIBUTES

• Passionate about sales and customer service
• Enthusiastic
• Self-Starter
• Initiator
• People orientated person
• Self-disciplined
• Team player

Salary is negotiable based on experience and own transport essential.

All applications must be mailed to hans.marx@1stinsurancebrokers.co.za

We are looking for a sharp, multi-talented team member to grow with us as we take the property rental market further into the new millennium.

THE JOB
Company: PayProp Capital (Pty) Ltd
Role Description: Relationship administrator
Type: Permanent position (initial 3-month probation period)
Location: Stellenbosch, Western Cape
Remuneration: R150k – R180k basic CTC
ROLE & RESPONSIBILITIES

You will:

• Provide support on Payprop Capital’s red-hot tenant risk products and services
• Build and manage relationships with our clients, partners and teams
• Provide administration services to all clients
• Process new policies
• Assist with processing claims
• Assist with office and team administration, including travel bookings
• Manage collection from tenants in arreas
• Update system records with policy or detail changes and
• Process renewal of policies

REQUIRED SKILLS AND EXPERIENCE

• Grade 12
• Short-term insurance experience preferred
• FAIS credits preferred
• Insurance claims experience advantageous
• PayProp experience advantageous
• Strong communication skills
• Must be bilingual (Afrikaans and English)
• Excellent telephone etiquette
• Strong admin skills
• Excel, Microsoft Office, computer-literate
• Time management skills
• Attention to detail
• Able to work under pressure
• Own reliable transport

* Working hours Monday to Friday 8.00 – 17.00 *

REQUIRED PERSONAL PROFILE

• Team player
• Problem-solving & planning skills
• Ability to influence, negotiate and motivate
• Ability to work on own initiative
• Hardworking, disciplined, dedicated
• Professional and positive attitude
• Must act with honesty and integrity and always be professional and fair in all business-related contacts (in person, email and telephone)

COMPANY OVERVIEW
PayProp Capital is a developer and distributor of innovative niche financial and insurance services. The company’s current focus is the development and distribution of a range of insurance products for the residential property market in South Africa. It was founded in 2011 and is a registered financial services provider and wholly-owned subsidiary of the GivenGain Group of companies.
PayProp Capital’s flagship product, Deposit Guarantee, underwritten by RMB Structured Insurance, is a unique short-term insurance solution that benefits all three of the key role players (i.e. tenant, landlord and property manager) in the property rental market. The solution is revolutionising the way in which protection for damages and loss of rental income is managed in South Africa.

Submit a cover letter and CV to support@paypropcapital.com, with ‘Relationship administrator vacancy’ in the subject line.
If you don’t receive a response within 10 working days, please consider your application unsuccessful.

VEREISTES:

• Matriek / Senior Sertifikaat
• Bewese kennis en minstens 5 jaar relevante ondervinding in die lewensversekerings industrie
• Sterk rekenaarvaardigheid (MS Word, Excel, Outlook, ATwork)
• Moet oor goeie leierskap eienskappe beskik, met sterk organisatoriese vermoë, inisiatief, selfmotivering, akkuraatheid en moet energiek wees.
• Moet goed kan presteer onder druk
• Goeie kliënte verhoudinge kan handhaaf

POSFUNKSIES: (sluit in maar nie beperk tot)

• Tree op as makelaars assistent
• Hantering van polisnavrae, nuwe besigheid
• Aanvra van kwotasies
• Invoere op lewensmaatskappye se webtuistes
• Kennis van mediese keuringsproses
• Professionele telefoniese navrae hantering

Aansoeke moet gerig word aan:

Die Bestuurder

E-pos: jobs@hermitage.co.za

Faks: 086 61 777 62

Sluitingsdatum 30 September 2015

(Indien u binne 2 weke na sluitingsdatum nie van ons gehoor het nie, het u nie die kortlys gehaal nie)

FSP 12645

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.