Categories
Financial Adviser

FINANCIAL ADVISOR AT ABSA

Financial Advisor at Absa
Permanent Intermediate position

Tokai, Western Cape

Undisclosed commission only

Job 2299952 | Ref 00237326

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About the Position

Financial Advisors – Retail, Business and Private Bank

If the prospects of working in a dynamic ever changing environment excites you rather than scares you, Absa is the bank for you. Are you out of your Supervision Phase? If so, we invite to apply for a role as an experienced Financial Advisor in the WIMI division (Wealth, Investments, Management and Insurance) where you will specialise in commercial risk and investment advisory.

Overall role purpose

To establish, maintain and grow professional relationships with clients across a varied suite of Absa’s product offering while providing solutions for the client’s long term assurance and financial planning needs.

Accountability

Meet and exceed sales targets / growth targets
Manage own commission earnings while continuously building a sustainable advisor practice
Maintain all pertinent professional development requirements as per legislation
Education and experience required

Min 2 years plus continuous experience in Life products
NQF 5 (FSB approved qualification)
RE 5 Completed (or nearing completion within 2 years)
Proof of minimum annual commission earnings of 200K -400K + in the last 2 years (If you have been in the industry for 5 years or more, then a minimum of R500K)
Corporate Benefits

Free Banking
Preferential rates (home and vehicle loans)
Laptop
Medical aid
Pension fund
Office Space
FMI Income Protector
Group life death benefit
Dreaded disease
Funeral Plan
Payment of professional membership fees
Professional Indemnity cover
Desired Skills

Financial Advisor
RE 5
Life products
Sales

Apply:www.careerjunction.co.za/jobs/view/2299952/financial-advisor-in-tokai-western-cape-at-absa

Categories
Financial Adviser

COMPLIANCE OFFICER

Coega Development Corporation Coega IDZ and Port
Corporate Services Zone Development and Operations
ISO 9001: Clause 4.3
Contract Review
V|0622.3.7Job Description Compliance Officer 1/3 26/03/2019
TASK 17 000: CDC CORPORATE MANAGEMENT
SUB TASK D: CORPORATE SERVICES
JOB DESCRIPTION: CARGO COORDINATOR
GRADE: C3
1 ACCOUNTABILITY
The Cargo Coordinator is accountable to the Executive Manager: Operations of the Coega
Development Corporation.
2 MANDATE
The Cargo Coordinator is mandated by the Executive Manager: Operations through the
Manager: Custom and Compliance, to offer administrative support related to cargo at the
CCA warehouse of the Coega Development Corporation.
3 RESPONSIBILITIES AND OBLIGATIONS
 Receiving cargo at the Warehouse
 Verify all cargo documentation
 Capture data into Customs Management System(CMS) for imports and exports
 Administer the cargo manifests and reporting
 Track and trace of cargo as it comes and goes, inspect it for any damage, and handle any
problems that might come up;
 Ensure accuracy of all customs related releases and delivery notes.
 Co-ordinate deliveries to customers
 Reporting on the deliveries;
 Resolve Customer queries
 Working with colleagues to maintain accurate test samples databases;
 Ensure accuracy of all data captured into CMS system for Customs messaging and
reporting.
 Keep track of cargo as it comes and goes, inspect it for any damage, and handle any
problems that might come up.
 Identify all import irregularities and capture onto irregularity report for reporting to Customs.
 Capture SAPS and other Gove. Agency detention and releases into the system when
necessary.
 Accurately invoice COD clients for handling, storage charges and any other service
required and collection of payment.
Coega Development Corporation Coega IDZ and Port
Corporate Services Zone Development and Operations
ISO 9001: Clause 4.3
Contract Review
V|0622.3.7Job Description Compliance Officer 2/3 26/03/2019
 Check all export documentation, ensuring all required documentation are received as per
the acceptance procedures and requirements of the warehouse.
 Compile month end report
 Perform the month end reconciliations and filings
 Perform any other duties as signed by the Customs Manger from time to time.
Furthermore, you are to ensure that:
 You are aware of and have access to the CDC’s SHEMS;
 You are aware of your responsibilities and duties as laid out in the CDC’s SHEMS;
 You are aware that you work in a safe and environmentally friendly manner;
 You ensure that the company’s housekeeping standards are maintained throughout
your area of responsibility;
 You report any unsafe conditions or acts which you cannot rectify yourself to your SHE
representative or to the Senior SHE Project Manager as soon as possible;
 You report all SHE incidents which occur within your area of responsibility promptly and
in the correct format;
 You are totally familiar with your responsibilities in terms of the CDC’s emergency plan;
 You communicate to the Senior SHE Project Manager any required changes to the
SHEMS prior to implementing these changes;
 You timeously complete and correctly record any corrective action which needs to be
taken in order to rectify a SHE matter;
 You give full co-operation to, and participate in (as required), the CDC’s internal and
external SHEMS audits.
You have the authority to:
 Immediately stop any person(s) on CDC property from committing an unsafe or
destructive act or omission;
 Take whatever immediate steps you deem necessary to prevent injury or environmental
damage when confronted with an unsafe or destructive condition.
4 COMPETENCIES AND REQUIREMENTS
 Degree/ Diploma in Logistics or equivalent;
 5 years’ experience in a role relating to cargo/container movement administration;
 Safety orientated;
 Customer focused;
 Attention to detail and accuracy;
 Understanding of quality management principles.
Coega Development Corporation Coega IDZ and Port
Corporate Services Zone Development and Operations
ISO 9001: Clause 4.3
Contract Review
V|0622.3.7Job Description Compliance Officer 3/3 26/03/2019
5 PERFORMANCE INDICATORS
Performance is monitored regularly with reference to Key Performance Indicators and Strategic
Control Systems.
The appointment of candidates is subject to the verification of all their credentials
(employment history, educational, financial, criminal and any other checks as may be
necessary). Please note that only shortlisted candidates will be contacted, and if you have not
heard from us within one month of submitting your application, please consider it
unsuccessful.
All applications must be forwarded to [email protected]

Categories
Financial Adviser

INTERNSHIP OPPORTUNITY (CONTROLLER)

Job-ID: 103644_EN_2
INTERN: CONTROLLER X 4 1
Company: T-Systems South Africa Holdings (Pty) Limited
Locations: Midrand, South Africa
Job level: Graduate
Application Deadline: 03/31/2019
Experience Required: None
Amount of Travel: 0-25%
Languages Required: English +800 80056056
YOUR TASK
Main purpose of the job:
To support Finance Controlling concerning the
maintenance of SAP Master Data and Workflow tables
based on input for the different controlling areas
(Production & Services)
Key areas of responsibility:
To support management in the implementation,
improvement and maintenance of SAP WBS Master
Data, Cost Centre Master Data and Profit Centre
Master Data via the different SAP tables and MD
Tool.
EBEST Table management support
Deliver work according defined processes and
documentation
Involve stakeholders to review process and
documentation issues and concerns
Suggest improvements within the team
YOUR PROFILE
Criteria for selection:
Applicants must be South African citizens;
Have completed a BCom or Diploma in Accounting /
Financial Management / Cost Management or
equivalent and be able to demonstrate good
academic record and achievements;
Application forms must be completed in full and
copies of academic records must be included;
Not have previously participated in an internship or
graduate programme;
Have no work experience in the field of study;
A recent graduate (2014-2018);
Considered a youth (18-27 years);
Verified qualification certificate and no criminal
record;
Effective communication in English (written and
verbal);
Computer literacy (MS Office – basic Word,
PowerPoint, Excel);
Prepared to undergo psychometric assessments.
Knowledge, skills and attributes required:
Able to meet deadlines and deliver to expectations
Able to analyse information/problem solve
BENEFITS
ABOUT US
T-Systems company profileWith a footprint in more than 20
countries, 46,000 employees, and external revenue of 8.2
billion euros (2015), T-Systems is one of the world’s leading
providers of information and communications technology
(ICT). T-Systems offers a range of integrated solutions for
business customers, including the secure operation of
legacy systems and classic ICT services, the transformation
to cloud-based services (including tailored infrastructure,
platforms and software) as well as new business models
and innovation projects for the business fields of the future,
such as data analytics, the Internet of Things, machine-tomachine (M2M) communication and Industrial Internet.TSystems can provide all this thanks to its global reach in
fixed-network and mobile communications, its highly secure
data centers, a comprehensive cloud ecosystem built
around standardized platforms and global partnerships, and
the ability to offer top levels of security.
CONTACT
„Any questions? Don’t hesitate to contact our career team.“
Tel. : +800 80056056
E-Mail : [email protected]

Categories
Financial Adviser

Indexing Specialist at Sanlam

Job description

Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses – Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.

What will you do?
Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.

What will make you successful in this role?

  • Verification of documentation received and assessment thereof
  • Accurate indexing of incoming documents within the Service Level Agreement (SLA)
  • Initiates a workflow process
  • Allocates/routes to the correct department
  • Investigates anomalies/deviations/queries
  • Reallocate workflow/documents/emails when needed
  • Report and log all system issues pertaining to workflow with IT department according to correct procedures
  • Give input to improvement of processes
  • Handle customer complaints related to scanning and indexing
  • Resolve exceptions and error queue
  • Verify if service level agreements are complied with
  • Experience in Indexing is essential
  • Knowledge of the Sanlam Group risk business is required
  • Experience on workflow system

Qualification And Experience
Grade 12 with 2 to 4 years related experience.

Knowledge And Skills
Processing transactions and conduct simple calculations

Data collection and analysis

Record keeping, filing and maintenance of databases

Maintain work standards and quality verification

Personal Attributes
Plans and aligns – Stage 2

Communicates effectively – Stage 2

Action orientated – Stage 2

Optimises work processes – Stage 2

Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Being resilient – Stage 2

Collaborates – Stage 2

Cultivates innovation – Stage 2

Customer focus – Stage 2

Drives results – Stage 2

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses – Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates.

What will you do?
Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.

What will make you successful in this role?

  • Verification of documentation received and assessment thereof
  • Accurate indexing of incoming documents within the Service Level Agreement (SLA)
  • Initiates a workflow process
  • Allocates/routes to the correct department
  • Investigates anomalies/deviations/queries
  • Reallocate workflow/documents/emails when needed
  • Report and log all system issues pertaining to workflow with IT department according to correct procedures
  • Give input to improvement of processes
  • Handle customer complaints related to scanning and indexing
  • Resolve exceptions and error queue
  • Verify if service level agreements are complied with
  • Experience in Indexing is essential
  • Knowledge of the Sanlam Group risk business is required
  • Experience on workflow system

Knowledge And Skills
Processing transactions and conduct simple calculations

Data collection and analysis

Record keeping, filing and maintenance of databases

Maintain work standards and quality verification

Personal Attributes
Plans and aligns – Stage 2

Communicates effectively – Stage 2

Action orientated – Stage 2

Optimises work processes – Stage 2

Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Being resilient – Stage 2

Collaborates – Stage 2

Cultivates innovation – Stage 2

Customer focus – Stage 2

Drives results – Stage 2

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.

Seniority Level

Associate

Industry

  • Banking
  •  

  • Insurance
  •  

  • Financial Services

Employment Type

Full-time

Job Functions

  • Other
Categories
Financial Adviser

TRANSFORMATION MANAGER

Transformatin Manager
Introduction
OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff always get something OUT. Our success can be attributed, amongst other things, to the outstanding people that work for us.
Description
Responsibilities:

Support the Transformation department in the formulation, implementation and monitoring of a group transformation strategy across ALL transformation pillars towards an appropriate BBBEE scorecard level and Institutional culture of planning and implementation
Identifying trends, interpret data, address transformation gaps, create recommendations and action plans by analyzing results of various cultures and employees engagement survey
Ensure that transformation takes place by creating awareness through multiple communication channels. Play an advocacy and advisory role on issues of transformation
Ensure that the employment equity forums are involved in the formulation, implementation and monitoring of the EE Plan and the EE forums are up and running
Ensure relevance of the EE plan by managing and identifying training needs of EE forum and by developing suitable training interventions
Ensure compliance and governance of business transformation
Conduct internal Audits to ensure companies comply with the EE Act policies, practices and procedures
Compile reports for non-compliance and send recommendations and deadlines to companies to address non-compliance issues.
Compile and collate all the required EE verification supporting documents from the sampled operating companies.
Forward planning, strategic alignment, defining strategic and functional objectives of the function’s intent and deliverables.
Full BBBEEE and Employment Equity Act compliance – procedural and substantive
Coordination of ALL internal monitoring forum’s/committees (Transformation and EE Act) – Regular BBBEEE Committee Meetings, scorecard monitoring & Reporting to EXCO
Formulation, implementation and monitoring of Group Employment Equity Plan and DOL S43 recommendations
Company representative on all Transformation industry, government and accompanying bodies.
Drive overall BBBEEE Strategy, targets, policy implementation & planning
Coordinate Annual BBBEEE Audit and verification with the verification agency
Coordinate the Annual Employment Equity act reporting process
Driving B-BEEE compliance throughout the business
Training & coaching line managers on B-BBEE issues, targets, initiatives, operational governance & compliance
Address issues of non-compliance throughout the business and escalate issues of consistent non-compliance
Report on all BBBEEE and Transformation activities
Competencies

Engages professionally
Ability to find common ground and gain collaboration amongst management, colleagues and peers, able to influence outcomes without directing or commanding.
Confident, comfortable communicator with strong written and verbal communication skills.
Very strong interpersonal skills and the ability to build relationships
Problem-solving with strong decision-making mind-set
Takes initiative and works under own direction
Upholds ethics and values and demonstrates high levels of integrity
Methodically plans and organises tasks and projects
Works meticulously always demonstrating a very high level of attention to detail
Adapts and responds positively to change
The ability to multitask and handle stress
Confidentiality in handling sensitive business, professional and personal issues
In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

Profile
A role for a Transformation Manager currently exists. The ideal candidate for this role will have significant experience in BBBEEE/Transformation initiatives preferably in registered financial services company. They would have worked as a Transformation Manager in an established corporate or have worked as a verification analyst/manager thus having a deep understanding of the various BBBEEE Codes and the calculations of the scorecard thereof. Significant consulting experience in BBBEEE implementation and/or Transformation will be beneficial (i.e. he/she should be able to provide strategic advice, have good presentation, administration and report writing skills, etc.) Having strong existing networks within transformation circles will help.

The ideal candidate should have at least five years’ experience in BBBEEE/Transformation consulting at an accredited organization. He / She is expected to have a good working knowledge of the FSC Charter, DTI Codes of Good Practice, Employment Equity and Skills Development legislation and be able to show some experience in applying them. This is a senior role within the organisation and will require applying strategic thinking to government legislation, problem solving and developing value-adding strategies which align BBBEEE legislation and objectives and the spirit of transformation to the overall business strategy.

Qualifications/Education

At least 5 years relevant work experience
BBBEEE and EE Act implementation exposure and experience
Demonstrated knowledge and experience in BEE, including DTI Codes of Good Practice, Sector Charters, detailed reporting, policy review and verification
Superior technical expertise in the interpretation and application of BEE legislation, including all elements of the DTI Codes
Experience with BBBEE systems analysis and strategy creation
Advanced experience with Excel
Advanced experience with PowerPoint
Relevant business, Degree in HR, Business Finance, Accounts or Economics

Apply:www.pnet.co.za/5/index.cfm?event=offerView.dspOfferInline&offerId=2951592&CID=JaJob-slider-rlp-10-2018_os_2_0_offerlogo&jacid=9481620_10-2018_1-1_ma-1_ct-rd-cp-ci&p=1&t=1&nctid=20190406&bl=m&sl=D8413B81D33196179

Categories
Financial Adviser

Client Service consultant at Santam

Job Listing Detail
What will you do?

CLIENT SERVICE CONSULTANT (SALES)- JOB GRADE 10
AUCKLAND PARK
Santam’s Operations department has a permanent position available for a Client Service Consultant: Sales, who will be based at the Personal Lines Contact Centre in Auckland Park.
Key Responsibilities
A Client Service Consultant is responsible for the provision of new quotations and the acceptance of policies while adhering to underwriting criteria and profiling the client in terms of the determination of a suitable product. Client Service Consultants are furthermore responsible for advising clients on all aspects of their policy needs.
Minimum Requirements:
• Matric
• FAIS compliant: NQF level 4 consisting of a minimum of 30 credits
• Minimum 2 year Personal Lines contact centre experience in a short-term insurance environment
• Experience in a client service environment
• Experience in contact centre technology applications
• Good understanding of basic financial principles, e.g. profit, growth, etc.
• Good understanding of contact centre processes and SLA’s
Skills:
• Good interpersonal skills
• Detail Orientation skills
• Good communication skills (verbal & written)
• Bilingual (Proficient in English and Afrikaans)
• Computer Literate (MS Office Package
Competencies:
• Deciding and Initiating Action
• Enterprising and commercial thinking
• Persuading and Influencing
• Following Instructions and Procedure

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.
Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.
At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

visit career junction to apply online

Categories
Financial Adviser

Sales Outbound Advisor OUTsurance

OUTsurance
Sales OUTbound Advisor
 Centurion
 Permanent
 Publishe

Non EE/AA

Sales OUTbound Advisor
Introduction
Introduction OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff always get something OUT. Our success can be attributed, amongst other things, to the outstanding people that work for us. Our recruitment philosophy is that we hire character and train skill. We are seeking a driven, oriented sales advisor to join our growing team and better serve our customers. In this role, you will interact with customers provide guidance, increase sales, and elevate customer experience If you’re a top performer that can align yourself with our organization Values of: Awesome Service, Passionate, Honest, Human Dynamic, recognition and can wisely use resources and deliver results consistently while working on a performance based salary system then you might be the next OUTie!
Description
Job Specification…
Responsibilities:

Convert OUTbound lead/quotes to sales in terms of the minimum quantity and quality targets that are in place including but not limited to:
– Minimum monthly premium written

– Average premium value

– Nett conversion ratio of quotes to sales

– Facility quality target

– Cancellation ratio

Interact with customers to offer guidance, point out products, and assist them in making purchasing decisions.
You will be required to talk (telephonically) to potential OUTsurance clients and get them interested in signing up by informing them of the benefits that our product holds while adhering to the quality measures in place.
 Maintain in-depth product knowledge in order to supply customers with the best, accurate information
Utilize persuasion techniques when necessary to close sales
Handle customer phone calls and emails in a polite, professional, and prompt manner
Work towards achieving individual and team objectives and be accountable for sales results
Perform as a team-player, participate in activities contributing to the overall objectives of the organisation
Profile
Minimum Requirements…
Qualifications and Experience

Essential

Matric
Previous Call Centre experience in Telesales
Computer literate
Candidates must have completed FAIS Regulatory Exams (RE 1 or full qualification depending on previous advice giving roles)
Advantageous

 Relevant tertiary or Call centre qualification will be advantageous
Experience in short term insurance industry will be advantageous
Competencies:

Selling Skills
Negotiating skills
Problem solving
Thrives in a demanding, quick turnaround environment Sales oriented
Attention to detail/Quality orientated
Deadline and results oriented
 Initiative and tenacity.
 Enthusiastic and passionate about the job and the organisation
Effective at planning and organising work
Team player
 Adaptability
Integrity
Stress Tolerant
Interpersonal and communication skills
In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

Apply: https://www.pnet.co.za/jobs–Sales-OUTbound-Advisor-Centurion-OUTsurance–2954864-inline.html?suid=da5145b8-6021-4a6d-a5b4-823e6d8e06b2&rltr=1_1_10_dynrl_m_0_0_0

Categories
Financial Adviser

Financial Adviser at Sanlam Evagor BlueStar

About the Position
EXCELLENT OPPORTUNITY FOR EXPERIENCED FINANCIAL ADVISERS & SEASONED SALES EXECS !
As a Financial Adviser, you will be required to analyse a Client’s financal needs and propose solutions to enable the Client to meet financial objectives.
We specialise in Retirement Planning, Personal Risk Insurance, Investment Planning and Estate Planning.
We offer above average Rewards & Recognition for outstanding performance and we require you to…
  • Establish, develop, service and maintain a client base;
  • Achieve sales targets through providing professional financial solutions to clients’ needs;
  • Provide professional & quality financial advice to clients.
Desired Skills
  • Financial Planning
  • Financial Advisor
  • Financial Analysis
  • Sales
  • Sales Representative
  • Insurance
Desired Qualification Accreditation
  • Grade 12 / Matric
About The Employer
Authorised by Sanlam, Evagor BlueStar, awarded the prestigious Sanlam BlueStar Business of the Year award, requires Financial Advisers to increase our footprint …. You too can succeed BEYOND LIMITS !
We are looking for Superstars to operate from our CAPE TOWN PRACTICE, who know the difference between ordinary and extraordinary – exceptional people with exceptionally big dreams! Although based in Umhlanga, there are no limits and restraints in terms of operating areas.
As a leading Sanlam BlueStar Business, Evagor BlueStar offers the ultimate value proposition to support a Financial Adviser to achieve the highest possible success in the industry.
  • Full back-office support for all administrative functions (focus on service delivery to your clients and leave the Admin to the experts !)
  • Telemarketing services for appointment setting (no need to do cold calling !)
  • Excellent commission structure with above average performance bonuses.
  • Financial Analyst (Para-Planner) services to support you in the financial planning process
  • Commission based structure – average income of R50,000 pm. You determine your income !
  • Basic salary during initial training
  • Additional, unlimited vesting incentive bonuses during the first 24 months for on target performers – no limits to great achievers
  • Industry Leading training & continuous learning and development

Employer & Job Benefits
  • Annual Bonus
  • Medical Aid
  • Group Life Assurance
  • Internet Allowance
  • Incentive Bonus
  • Parking
  • Pension Fund
  • Provident Fund
  • Study Assistance
Categories
Financial Adviser

Afrizan Personnel Insurance Processing Manager

  • Permanent Senior EE position
  • Midrand, Gauteng
  • Market Related cost to company
About the Position
A leading financial services organisation has opportunity for an Insurance Processing Manager who will monitor existing processes and analysing their effectiveness, administer business practices to create the highest level of efficiency possible within insurance as well as managing the planning, directing and coordination of projects.
  • Oversee and manage team functions.
  • Manage deliverables by other areas of the business e.g. Legal, CSC, Corporate Affairs.
  • Implement decisions regarding the insurance operations.
  • Implement controls and procedures to streamline processes.
  • Identify control and efficiency gaps in insurance processes.
  • Implement and execute identified controls and efficiencies to eliminate gaps identified.
  • Ensure special projects are managed effectively.
  • Ensure the planning, directing and coordination of projects as performed by respective project managers.
  • Provide support, guidance within the insurance business.
  • Engage the wider business to understand all factors that influence project delivery and team effectiveness.
  • Manage project risks, issues, action logs and drive resolution.
  • Manage the relationship between project, stakeholders and key business areas as well as evaluation and assessment of project results.
  • Provide management and oversight for underwriting activities that include Insurance products.
  • Provide support for team members on standard underwriting projects and may conduct research, analysis, and underwriting for special or complex applications
  • Direct the activities of underwriters while supporting risk management and financial due diligence activities.
  • Independently conduct risk assessments and underwriting.
  • Demonstrate an excellent balance of team leadership, administrative, and analysis skills.
  • Provide support, answer questions, or conduct research, where required.
  • Have a solid grasp of factors that impact the risk and overall financial objectives of their organisations.
  • Provide information on trends within the department.
  • Prepare monthly, quarterly, or annual reports, examining data and ensuring that personnel followed proper procedures and company guidelines.
  • Provide both internal and external stakeholders with ad hoc analytical requests.
  • Obtain data from relevant departments (e.g. Ml) in order to analyse the data.
  • Identify opportunities to automate manual controls.
  • Control risk identification and proposal of corrective, preventative or detective controls.

About The Employer
  • Relevant degree, diploma or equivalent.
  • Must have at least 4 to 6 years related experience.
  • Demonstrable experience of managing people and projects.
  • Experience in financial services and finance.
Kindly note, if you have not heard from us within two weeks of your application please consider it unsuccessful.

Categories
Financial Adviser

Network and Server Administrator at SBV Services (Pty) Ltd

About the Position
Maintain the company’s server technology and infrastructure. This job involves the installation, deployment, and management of Servers, LAN and WAN equipment. Build, configure and rack Windows server hardware and software.
This involves the physical build of servers, configuration of RAID, Windows OS, Network, backup agents, and related functions as it relates to the Servers. Administer the Windows Active Directory structure and file systems. This includes ensuring AD is properly configured, and running efficiently including all related underlying services (DHCP, DNS, WINS, etc.) and setting security related permissions. Manage, maintain and support existing SAN and NAS devices.
The Administrator will also be responsible for coordinating enhancements and upgrades of our SAN/NAS with assistance of the vendor. The position will also be responsible for daily monitoring and management of the Backups. Provide technical support of a variety of server based applications that range from SQL Server, Anti-Virus, Internet Services, Backup software to a variety of 3rd party and internally customized server applications.
Minimum Requirements:
Qualifications:
  • Minimum: Matric. IT Certificate or Diploma
  • A+ or N+ certificate, MCSA
  • Advantageous: MCSE, CNE
Experience:
  • 5 years exposure in Desktop support
  • 2 years experience in managing multiple servers and networks
  • 5 years in installation and support of software (concurrent)
  • Experience in migration and conversion between different technologies
  • Experience in Network security and Virus protection
Very good knowledge of:
  • Windows 2003 Server and Active Directory
  • Microsoft Exchange 2003
  • Netscout monitoring
  • Telecommunications (PSTN and networks (WAN, Ethernet…)
  • TCP/IP protocol and related services in a Windows 2003 Server/2003
  • Exchange environment, DNS, DHCP, WINS
  • Microsoft Office products
  • Hardware environment (PC, Server: RAID configuration, peripherals, cabling).
Minimum: Working experience of MS Office, Server and OS
Configuration and set up skills
Communication both written and verbal
Pro – active
Working knowledge of IT technology and business systems infrastructure and their interrelationship
Knowledge of IT and associated disciplines
Troubleshooting abilities
Special Training:
Exposure to Backup Exec and Trend anti virus.
Virus software and security exposure
Good understanding of Information Technology change processes and controls
Advantageous – exposure to project management concepts & good understanding of ITIL
Duties:
1st line support telephonically to SBV centres country wide
Server and mail support of all users
Ensure that accurate and timeous information is provided to the relevant parties to ensure that he Helpdesk database in maintained and updated. Provide assistance to IT team when required.
  • Logging of calls on the SBV helpdesk
  • Inception to completion management of logged calls
  • Logged calls reporting on a weekly basis
  • Priority problem escalation to management
  • Proactive problem communication to all users
  • Proactive testing of services (Availability)
Maintenance of licence registers, asset registers, and files pertaining to user profiles and back-up registers.
Monitor system on a daily basis and apply defined policies to ensure adequate management of system resources
Administers user profiles and access rights
Configures, does set up and maintains servers throughout the organisation
Apply best standard practices and policies as defined by SBV e.g. follows predefined configurations.
Ensure the implementation of regular service packs and patches of all operating systems and associated software on servers
Monitor system resources to ensure that adequate capacity is available to meet user requirements and recommends preventative/corrective action
Install maintain and monitor virus software and ensure updates are downloaded and implemented regularly.
Maintain and support servers and networks, including establishment of new network points to ensure optimal performance
Implement and maintain network infrastructure i.e. hubs and switches
Administers user profiles and access rights and comply with security policies
Configure ,set up and implementation of relevant software on all Servers, PC’s and workstations (including virus software)
Troubleshoots and supports users in respect of hardware and software
Ensure that only approved software and applications are installed on PC’s, including operating systems
Apply prescribed standards consistently when installing software e.g. regional setting, language settings etc.
Supports users in the use of general software and applications support e.g. MS Office and mail
Maintain planned maintenance schedule of all peripherals e.g. printers and scanners
Provide feedback and recommends action in respect of capacity, lifecycle and cost benefits of equipment
Implement and support of all peripherals
Establish and maintain licensing register
Maintain network diagram
Maintain register of all PC’s and associated software
Present progress reports to management as required
Complies with all company policies and procedures i.e. will not provide unauthorised access to users
Assists with installation of printers and general support activities

Desired Skills
  • support of software
  • Network security
  • Virus protection
  • Windows 2003 Server
  • Microsoft Exchange 2003
  • Netscout monitoring