7 Positions available across South Africa – see details below and apply via corresponding location

At FNB, our evolution in private banking is built on a wealth of experience, insight, and reputational strength, incorporates innovation and digital ease-of-use, and supports a future-fit partnership for clients, their families, and businesses.

Integrated Advice is an approach anchored in building long-term partnerships that consider the context and personal goals of each client and their families. As a Wealth Manager, you will be in a team where experts come together using a data-informed Integrated Advice approach that takes a holistic view of each client’s current reality and combines this with their goals, family needs and long-term financial protection. We are made up of unique talents, diverse minds, agility and live up to our promise of staying curious to help our clients achieve their financial goals.

Our purpose is to provide the right integrated advice through appropriate investment solutions to our high-net-worth clients.

Your responsibilities will include:

• Achieving predetermined sales targets across the business by identifying opportunities in the clients base to advise clients on FirstRand approved investment and risk solutions.
• Informing and educating clients on products and services to ensure retention of existing clients, increasing sales revenue, and expanding the organisation’s client base.
• Analysing financial information obtained from clients to develop a financial plan or proposal using the correct tools.
• Formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients achieve their financial goals.
• Providing regular client reports against agreed service level agreements.
• Ensuring that the quality of advice remains high and consistent and in line with FNB’s investment philosophy and product approved matrix.
• Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
• Developing networks and build alliances to grow and strengthen internal support bases.

 Qualifications and Experience required:

• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
• At this level, the Wealth Manager will have CAT1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.

 As a Wealth Manager you will have access to:

• Our attractive employee value proposition and reward model.
• Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
• Opportunities to innovate.
• Flexible working environment.
• Deep focus on health and wellbeing.
• Coaches and mentors to help with your professional development.

If your track record in wealth management precedes you and you meet the above requirements, we would like to chat/meet you.

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent.

All suitably qualified candidates will be considered. Appointments will be made in line with the Bank’s Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.

Closing Date: 26 December 2023

Senior & Junior Disability Claims Assessor on Pension and Provident Funds

Claims assessor required with sound knowledge specifically on permanent and temporary Disability, and Critical Illness.

Pretoria, Gauteng
Permanent position
Remuneration is market related/negotiable depending on experience.
EE/AA, Non-EE/AA

Areas of Responsibility

• Perform an overview process on the complete claim processing cycle.
• Quality assure and review the claim documentation to ensure the documentation is accurate, complete, and compliant with relevant legislation.
• Report on inflow and outflow of claims statistics to the underwriters and the Fund.
• Process claims payment once approved within the agreed service levels.
• Keep abreast of all requirements in the retirement industry as set out by the FSCA and the relevant legislation.
• Process claims according to the rules, policies, legislation, administration procedures and the service level agreement.
• Provide accurate information to clients to ensure that they receive appropriate service.
• Build and maintain relationships with internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within their area of responsibility.
• Meet the required standards in terms of quantity and quality.

Record Keeping and Filing

• Ensure all claims documentation is uploaded on the client profile on the Company’s system.
• Record all updated member notes on the Company system.
• Claims Query resolution from underwriter and fund.
• Attend to all email and telephonic enquiries both internal and external.
• Follow through and provide fund, underwriter, and client with on-going feedback until enquiry is resolved.
• Support a positive and responsive climate for client enquiry resolution.
• Team Support
• Accept accountability and take responsibility for any work done or allocated.
• Display a willing and helpful attitude.
• Build and maintain relationships at all levels with clients, service providers and internal departments to enhance organizational effectiveness and efficiency.
• Use your best endeavors to properly conduct, improve, extend, develop, promote, protect, and preserve the business interests, reputation, and goodwill of the company.

Time Management

Excellent time management with the ability to work independently.
Flexible and ability to work under pressure and multitask.
Qualifications and Experience

Junior Position

• Matric
• Any industry NQF level 5 certificate
• RE5 Regulatory Exam (Advantage)
• At least 3 years working experience specifically on permanent/temporary disability and critical illness.
• Problem solving skills.
• Attention to detail.
• Good communication skills (written and verbal) both Afrikaans and English.

Senior Position

• Matric
• Any industry NQF level 5 certificate
• FSCA registration as representative in CAT I (Advantage)
• RE5 Regulatory Exam (Advantage)
• Pension Fund Benefits Class of Business Certificate (Advantage)
• Long Term Insurance Class of Business Certificate (Advantage)
• At least 5 years working experience specifically on permanent/temporary disability and critical illness.
• Problem solving skills.
• Attention to detail.
• Good communication skills (written and verbal) both Afrikaans and English

Desired Skills

• Any type of medical qualification and/or background
• Nurse
• Occupational therapy or physiotherapist

Please submit your application before 30 November 2023 to ileneg@phakama.co.za

Exclusive Brokers is in need of a hands on, reliable assistant

Skills:

• Microsoft
• Qualifications:  Matric / RE
• Short Term insurance experience

Email:  cindy@exclusivebrokers.co.za

Duties to include:

• Prepare Needs on new & existing clients
• Obtain quotes from insurers (telephonically/on line)
• Communicate with clients
• Draw up comparison spreadsheets
• General Amendments & duties

Dedicated, self driven, motivated candidates to be considered

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:

• FSCA registered with RE 5.
• Minimum 6 years’ experience
• Aged 30 to 40
• Fully conversant in Life and Risk Products and Investments.
• KI status would be a bonus.
• Any Bank Broking experience would add real value

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: GBW Financial Planners (Pty) Ltd

We are looking for : Financial Advisor 

(Applications for Para Planner/Advisory Associate or Junior Financial Advisor would be considered)

The role encompasses amongst other taking Citadel’s service and product offering to market and engaging with prospective and existing clients.

Qualification

• Post graduate Diploma in Financial Planning – CFP
• Relevant B Com degree or CA or LLB
• Regulatory exam
• Class of Business courses completed

Strategic business deliverables 

• Building trusting relationships with new and prospective clients
• Ensure constant business development – attract new business, leads and top ups from existing clients
• Provide a financial roadmap and investment solution
• Manage client’s wealth by effective advice and change implementation
• Initiate further referrals from existing clients
• Management of business practice management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships
• Initiate prospecting events to support business inflows by building quality relationships
•  Ensure clients are compliant to Houseview and adopt strategies to change implementation accordingly
•  Management of portfolios under managements
• Hold bi-annual client meetings with clients
•  Management and development of an Assistant
• Keep abreast of changes by attending training, networking conventions
• Retain clients

Application or enquiries can be sent to : nishik@citadel.co.za

 

GENERAL JOB INFO:

Verso Wealth Bellville is looking for a self-managed, self-motivated, and coachable individual to join the team as a relationship manager/para planner. The long term view is to gain experience first as a relationship manager whereafter become a paraplanner and if the aspiration exist becoming a financial planner in his or her own right. The incumbent will be part of a small team and will assist an experienced financial planner. The incumbent will report to the wealth planner, operations manager and managing director. The incumbent will be responsible for client services regarding general enquiries from clients and product providers, updating and managing CRM and other required systems, submitting and following up on new business. In time the incumbent duties in respect of preparing for and drafting detailed personalized holistic financial and investment plans as well as office and planning related duties will be added.

The successful applicant must be a focused individual who follow an orderly, detailed, and systematic approach to work, with a high level of accuracy whilst also able to work under pressure. He or she must be a financially discerning individual with clear and concise communication skills in Afrikaans and English – verbal, writing and telephone, and be able to work in a team.

The successful applicant must maintain best practice standards and comply with all present and future statutory and regulatory requirements regarding specific financial products, personal character qualities, qualification requirements, experience requirements and professional conduct.

 QUALIFICATIONS AND EXPERIENCE:

• Have a relevant degree and preferably studying towards a Post-   Graduate Diploma in Financial Planning;
• Preferably 5 years relevant work experience in the financial planning and wealth management industry, preferably working with a financial advisor in an assisting or administrative capacity;
• Knowledge and working experience of relevant systems and tools (CRM and Planning) used in practices;
• Meet fit and proper requirements; and
• Fluent in Afrikaans and English.

JOB TYPE:

• Permanent; full time; on-site.
• The incumbent will report at our Bellville office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:

Negotiable – based on qualification & years of experience.

Compulsory membership of:

• Employer’s risk benefit schemes.

SKILLS REQUIRED:

• Computer literacy in Excel, Word and Office is critical;
• Ability to develop and maintain relationships necessary for the development of rapport with clients;
• Strong written, verbal, and interpersonal communication skills; and
• A thorough understanding of compliance issues associated with the providing of financial advice.

KEY DUTIES & RESPONSIBILITIES:

• Client contact (email & telephonic) for general admin related servicing. Dealing with product providers, following up on new business and servicing. Keeping track on new business pipeline, servicing requests and changes;
• Completion of quotes (if required) and client application form;
• Perusing policy documents/ investment contracts to ensure they are issued correctly;
• Monthly Asset under Management figures and reporting;
• Saving of all client correspondence and documentation;
• Following up on fee renewals;
• Paraplanning capabilities – load existing client details onto CRM and planning system. Do preliminary analysis;
• Minutes of client meetings;
• Preparation of meeting packs;
• Risk Management record keeping for compliance and monitoring purposes;
• Analysis on Portfolios;
• Telephonic and email query resolution;
• Update and timeline management for client reviews;
• Financial market and fund research;
• Where required, accompanying the Financial Planner to meetings and draft feedback to be sent to clients timeously;
• Prepare for review meetings by drafting review reports on behalf of the Financial Planner;
• Investment Planning;
• Prepare financial calculations for client portfolios where required;
• Continuous research of the ongoing developments in investment products;
• Undertake research of various investment and advice options for clients;
• Adhere to all compliance in terms of FIC, FAIS and POPIA regulations; and
• Ongoing maintenance and development of professional knowledge to satisfy the current industry and legislative requirements.

TO APPLY:

Those that meet the above-mentioned requirements, and have the proven relevant skills or qualifications, should submit a detailed CV for the attention of Gerda van der Linde to e-mail Gerdav@verso-wealth.co.za by no later than 27 September 2023. In submitting your information to Verso Wealth, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

Should you not receive a response from us by  27 October 2023, accept that your application was unsuccessful.

You may also visit us online at:

•  Website: https://verso-wealth.co.za
• LinkedIn profile: https://www.linkedin.com/company/verso-financial-service/

* Please note that the Verso Group may add, delete or expire jobs at any time.

 

 

GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers. As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice to numerous members on an ongoing basis. This position is open to Johannesburg and Cape Town applicants.

Key responsibilities

The sales support role will require you to perform following a range of duties to be performed within an agreed service level and quality standard, as advised from time to time which will include, but not be limited to:

• Client engagements relating to queries.
• Client engagements relating to pro-active calls in respect of Client Reviews that have been sent.
• Client engagements including reactive client requirements and pro-active campaigns.
• Adherence to house-view protocols (peer reviews).
• The preparation of records of advice relating to new business and advisory transactions.
• Gathering and uploading client data on GTC’s bespoke financial planning software, TrueNorth.
• Creating transactional tasks from advice processes
• Collaboration with other GTC staff in respect of collective communications and engagements with clients, such as webinars, quarterly reports, annual reviews, and event management.
• Supporting GTC’s sales staff in delivering an outstanding client experience.
• Adherence to FAIS, FICA and all other relevant legislation is, of course obligatory.

Communication requirements

• GTC conducts business primarily in English and an advanced understanding and use of English in all forms of communication is essential.
• Native or bilingual proficiency in Afrikaans is an advantage.
• Liaison with all internal support departments within the designated GTC internal processes to ensure service delivery.
• Most sales opportunities will be created in the first instance through telephone dialogue. An appropriate telephone manner is therefore a pre-requisite.

Skills and experience required

• Matric with Higher Grade Maths with a minimum C symbol.
• Category 1 registered with the FSCA and completed all supervision
  requirements
• 1-3 years financial planning and wealth management experience
  with a sound knowledge of current retirement legislation.
• Financial / Commercially qualified graduate.
• FSCA (FSB) Regulatory Exam Level 5.
• Intermediate/Advanced knowledge of MS Office (Word, Excel,
  PowerPoint, Outlook).
• Strong analytical and problem-solving abilities.
• Self-management with the ability to work under pressure, within a
  defined compliance framework.

Personal attributes

• Customer and results focused.
• Sales and service.
• Deadline adherence.
• ‘Self-starter’ with a high level of energy.
• Time management.
• Professional at all levels.
• Ability to investigate, analyse, reconcile and solve problems.
• Ability to cope well under pressure.
• Well groomed, professional presentation.
• Uncompromising commitment to the client.
• Honesty and integrity.
• Office hours

The success of this sales support position will be largely determined by the successful applicant. Accordingly, working hours are more relevant than office hours and this too will be largely determined by this person. Forty working hours per week is the minimum expected. Actual time spent in the office in this time will be negotiable depending on the applicant.

GTC’s conventional office hours are between 08:00 and 17:00.

 

Duties:

• Daily servicing of clients
• Amendments
• Renewals
• Problem Solving
• Issue new policies
• Quotes
• Market Exercises
• Follow company processes (Renewals, amendments, etc)

Requirements:

• Grade 12 (matric)
• Full qualification recognized by the FSCA
• RE5
• In-depth knowledge of insurance coverages
• At least 3 years experience in Commercial lines Underwriting
• Class of Business:  Short term Commercial lines
• Proven track record of CPD
• Certificates of completed Product Specific Training
• Computer skills (Word, Excel, Outlook, Internet, Flexi)
• Clear Criminal record
• Valid drivers license

Salary:

• Market Related

Email CV to lizelle@stratainsurance.co.za

Job requirements

• RE 5
• 3-5 years sales experience
• Short Term and Long Term (advantageous)
• Registered Debt Counselor (advantageous)

Performance Management

• Monthly performance checks to be done via KPA measurements.

Resumes which meet the criteria may be emailed to
celine.b@pioneergroup.co.za

GENERAL JOB INFO:
An exciting opportunity exists to express your passion for exceptional service in the provision of building and maintaining relationship with clients. The successful applicant would need to be professional, proactive, dedicated, and meticulous.

QUALIFICATIONS AND EXPERIENCE:
A minimum qualification, matric certificate or equivalent.
RE5 required – a RE1 will be advantageous.
Registered with FSCA (DOFA) for:
– Short term insurance personal lines
– Long term insurance
– Health Services Benefits.
Member of the Council of Medical Schemes (CMS).
Minimum 5 years relevant industry related experience after 2 years under supervision.

JOB TYPE:

• Permanent; full time; on-site.
• The incumbent will report at our Bellville office.
• Office hours: 7.5 hours per day. Monday to Friday, between the hours of 08h00 – 17h00, core hours are between 09h00 – 16h00.

REMUNERATION & BENEFITS OFFERED:
Negotiable – based on qualification & years of experience.
Compulsory membership of:

• Verso Umbrella Retirement Provident Fund.
• Employer’s risk benefit schemes.

SKILLS REQUIRED:

• Excellent verbal and written communication skills.
• Sales orientated.
• Articulate presentation and professionalism.
• Fluent in English, Zulu, Xhosa, Sotho, & Afrikaans.
• Presentable voice and confident telephone use.
• Client service orientated.
• Attention to detail/accuracy.
• Organized and assertive.
• Time management skills.
• Proactive – uses initiative (Self-starter – able to self-motivate).
• Must be able to work independently and under pressure.
• Strong work ethic.
• Must have empathy and be able to listen to clients.
• Be a team player.

KEY DUTIES & RESPONSIBILITIES:
MARKETING:

• To take responsibility for the building and maintenance of relationships with existing companies as well as sourcing of new business via corporate and individual markets.

NEW BUSINESS:

• To obtain new clients within both the corporate and individual environment and meeting sales targets set.

OTHER:

• Contacting all new leads within 12 hours.
• Provide client with feedback.
• Resolving client queries.
• Gap cover and medical aid scheme sales.
• Providing support to clients/members.
• Providing advice and quotations.
• General administration on CRM.

TO APPLY:
Those that meet the above-mentioned requirements, please submit your application a detailed CV for the attention of Ms. K Smit to e-mail careers11@verso.co.za by no later than 9 September 2023.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

You may also visit us online at:

• Website: https://verso.co.za/
• LinkedIn profile: https://www.linkedin.com/company/verso-financial-service/

* Please note that the Verso Group may add, delete or expire jobs at any time.