G.B.W. Financial Planners (Pty) Ltd is an independent FSP with multiple contracts, located in Cape Town. We are looking for Brokers or Representatives who can become part of our retiree’s succession plan.

Requirements:

• Discovery or Bank brokers preferably
• FSCA registered with RE 5.
• Minimum 6 years’ experience
• Aged 30 to 40
• Fully conversant in Life and Risk Products with Investments experience.
• KI status would be a bonus.

We need competent marketers of the highest probity, looking to work independently and remotely. We do your Compliance and you keep your clients. We will need to see you through the eyes of your CV

Contact colin@gbwfinancialplanners.co.za
Web: https://www.gbwfinancialplanners.co.za/

GIB is a leading provider of Retirement Fund Services (administration and consulting), focused on delivering tailor-made products and solutions that suit our clients’ specific needs.

The successful candidate will be required to manage relationships with clients and to ensure a high quality of Consulting Service.

KEY RESPONSIBILITIES

• Provide expert guidance and advice to high-level corporate executives and broad membership regarding their retirement funds;
• Analyse current retirement accounts, recommend investment strategies, and offer custom solutions for both executives and broad membership;
• Stay up-to-date on tax laws, retirement fund regulations and investment trends for both executive and broad membership;
• Build and maintain strong relationships with clients, adapting communication to cater to a broad audience;
• Handle financial information with the utmost confidentiality and professionalism to ensure the best outcomes for all members;
• Demonstrate strong analytical skills and in-depth knowledge of retirement planning while offering strategic, tailored advice to meet the unique needs of both executive and broad membership clients;
• For potential new clients; analyse existing arrangements, prepare proposal, present to client and implement.

QUALIFICATION AND EXPERIENCE
B Com or similar
Minimum 5 years experience in the financial services industry

FPM Short Term Insurance Brokers (Pty) Ltd needs 2 new underwriters: 1 Domestic and 1 Commercial Underwriter to join our team.

The main purpose of these positions are to assist in managing the entire underwriting policy process for clients including understanding the client’s needs, identifying, proposing, effectively implementing the insurance solution and managing the future needs of the client.

Key responsibilities of the underwriter role:

• Understand client’s insurance needs
  Determine and propose appropriate insurance solutions by way of quote/s and detailed explanation of cover.
• Ensure client understands terms of cover.
• Ensure client complies with meeting obligations in terms of providing sufficient information to conclude the underwriting process effectively.
• Ensure client provides supporting documentation where identified as necessary e.g. jewellery valuations, car registration certificates etc.
• Convert quotes to new business policies.
• Ensure policies endorsed as required by clients.
• Undertake policy renewal process annually.
• Ensure policy cover maintains pace with client’s needs.
• Record all information received from or in respect of the client on the database.
• Record all communication with the client on database detailing specifics to allow easy retrieval of information when required e.g. telephone call recordings.
• Adhere to FICA requirements.
• Adhere to FAIS General Code of Conduct requirements.
• Adhere to FAIS Fit & Proper requirements.
• Adhere to outcomes as determined by TCF /Treating Customers Fairly.
• Ensure business continuity maintained in the event of absenteeism and service levels remain at determined standards.
• All information / data / tasks to be saved on the database for easy retrieval by team members.
• Tasks to be recorded as diary items to ensure follow up dates maintained.
• Maintain client service protocols as detailed in the Ranger Guide and company blueprint detailing company purpose and client service standards.
• Ensure client service levels and advice continually meets or exceeds client’s expectation to ensure client retention.
• Reasons for policy cancellation requests to be thoroughly investigated and managed with the view to retaining the business.
• Cultivate long term, professional and respected relationships with clients.
• Maintaining professional and strong relationships with our Service Providers to ensure that we can meet our service expectations from our clients.
• Keep abreast of macro and micro environments and how changes affect our clients and FPM.
• Ensure up-to-date product knowledge at all times.
• Ensure up-to-date knowledge and thorough understanding of Underwriting Guidelines and Procedures of service providers

Qualifications / Experience / Skills

• FAIS qualification
• Regulatory Exams: RE5
• CPD Points relevant to registered FAIS category
• Relevant System – Advanced underwriting administration
• Knowledge of insurance practices, markets and competitors
• Minimum of 3 years underwriting experience in a Broker environment.
• Working with more than one insurer
• Good understanding of compliance issues
• Good understanding of macro and micro environments

If you think you will be a good fit to our company, please send your CV to info@fpm.co.za

We are looking for a competent, dependable, and energetic Gap Cover claims administrator to manage Gap Cover claims.

Requirements:

• Related medical scheme experience is essential
• Excellent verbal, and written communication skills in English and Afrikaans
• Highly competent in the use of Excel
• Accuracy and typing skills are a prerequisite.

Permanent positions. Salary negotiable for the appropriate candidates.

Submit CV to pa@curaadmin.co.za

If you have not received a response within two weeks, your application has most likely been unsuccessful.

Manage All (Pty) Ltd is an established and authorized financial services provides (FSP 14445).

We invite brokers and representatives to join our brokerage and market our range of financial products. Our representatives specialize in medical scheme products and we offer a unique Gap cover product through our sister company Cura Administrators (Pty) Ltd, an authorized Underwriting Manager (FSP 26848).

We offer excellent upfront commission and fees earned on Medical Scheme and Gap Cover products, all within the boundaries of applicable regulations.

Job Requirements

• Applicants must have a reputable track record in the financial services industry
• Must be compliant with regulated Fit and Proper regulations.
• A prerequisite is complete fluency in Afrikaans and English.

Our head office is situated in Moreleta park, Pretoria and we have representatives across South Africa.

Submit CV to pa@manageall.co.za

If you have not received a response within two weeks, your application has most likely been unsuccessfull.

We are looking for a competent, dependable and energetic client services administrator to manage medical scheme queries.

Requirements:

• RE5, Class of Business training in Health Benefits
• Related Medical Scheme experience essential.
• Excellent verbal and written communication skills in Afrikaans and English.
• Highly competent in the use of Excel
• Accuracy and typing skills are a prerequisite.

Permanent Position. Salary negotiable for the appropriate candidates.

Submit CV to pa@manageall.co.za

If you have not received a response within two weeks, your application has most likely been unsuccessful.

A category I FSP is seeking a Key Individual.

Essential Job Functions:

• Act with due care, skill and diligence in the execution of all duties;
• Act within the standards and rules set by legislation;
• Fulfil contractual obligations as agreed to;
• Management and Oversight of:
• Statutory obligations of the FSP;
• Rendering of financial services of the FSP and persons authorised to act on its behalf;
• Business processes and operational ability.

Education and Experience:

• Have passed the RE 1;
• Have passed the RE5 (if they will also be appointed as a representative);
• Have an appropriate, FSCA recognised qualification;
• Meet the minimum experience requirements for the shares and derivatives financial products;
• Have completed the Investments Class of Business training;

Compensation and Benefits:

• Salary to be discussed upon interview.
• Please note that this is not an operational FSP as yet. Salary will be increased once operations start.

Hours of work:

• This is a full time position.

Special conditions or requirements:

• The candidate would need to satisfy the honesty and integrity requirements that apply to all key individuals and undergo the MIE criminal check as part of their application for approval.
  The candidate cannot be approved as KI for multiple FSP’s as the FSCA will interrogate this as part of the application for approval as a KI. If the applicant is already approved as a KI on multiple FSPs then the FSCA would most likely reject the application based upon the person’s inability to comply with the operation ability requirements that are applicable to a KI.

You will be responsible for lead generation, setting up client appointments, and closing the sale. If you have excellent networking skills and short-term and long-term insurance sales experience, please send us your CV.

Why Become a Financial Advisor with us:

• Offer Meaningful Advice
• Unlimited Income Potential
• Work Schedule Flexibility
• Creativity in Practice Structure

Job Requirements:

• Must possess an RE5, RE1 will be an added advantage.
• Experienced in commercial and malpractice.
• Employee benefits will be an added advantage.
• Must be up to date with product training.
• Must be up to date with CPD cycle.
• Strong client relationship management and communication skills
• Ideal for a self-starter who is willing to grow within business.
• Self-discipline and motivated individual.
• Driver’s license essential.

Remuneration for Portfolio Consultant

• Basic
• Commission driven.

Closing Date: 19 April 2024

Apply today for a chance to join Vulindlela Financial Services where potential for growth is unlimited. Send your CV to maureen@vulindlelafs.co.za

About the company:

Cooke Fuller Group prides itself as a well-established, professional and experienced local South African brand. We have been running for over 35 years and, with our tried and tested record, we plan to hang around for a lot longer! We owe all our success to our commitment to looking after our clients, and it’s because of this that we are dedicated to consistently improving all aspects of the company’s offerings and services and always keeping up to date with our client expectations.

About the position:

The ideal candidate should be an experienced, assertive individual with strong administration abilities and good interpersonal skills.

Requirements:

• Matric;
• Minimum 5 years’ experience in Commercial and Personal claims;
• Must be FAIS qualified in both commercial and personal lines;
• Must have already completed the necessary Regulatory Exams.

Responsibilities and duties:

Will include but are not limited to:

• Personal and Commercial Claims
• Appointing of Assessors
• Authorizing repairs/replacements
• Liaising with clients/relevant service providers
• Candidate must be able to communicate effectively, handle pressure and meet strict deadlines
• Own transport preferable

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.