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Results for financial advicer in Accounting & Finance Jobs in Durban
1
Client Services Administrator: Branch Administration (Long term insurance) Pietermaritzburg must have an RE5 be registred as an Employee Representative (FSCA)
CPDCOB (Depending on DOFA)
Description To provide professional first line support to clients and sales support
Render client services
Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiriesUpdate client personal details and AIMS notesProvide correct and accurate advice to clients on products and services (TCF)Inform clients and update changes to their policy (TCF)Liaise with relevant departments to gather information to resolve clients’ queriesMaintain required business retention rateHandle all complaints and enquiriesEscalate complaints to Office Manager and Complaints Handling OfficerFollow complaints procedureHandle all incoming calls and walk-in clients
Administrate Claims
Verify claims documents as per standard procedureAssist clients with the completion of claim formsSubmit all claims received to Head officeSubmit any outstanding documentation as per Head Office requestKeep claims register up to date
Advise clients on cancelations
Advise the client of the process and disadvantages of cancelationRetain the policy by proposing different options (loan, partial surrender paid up)Inform relevant Sales Manager of the intended cancelation for retentionAs per client’s request follow the standard cancelation procedure
Administrate demutualization process
Capture client informationInform clients of status of their sharesUpdate client’s information on Aims systemsRegister and forward to Head office
Office Administration
Manage mail and faxPrepare statistical reportsAssist with data capturing when requiredEncourage clients to complete the survey
6. Fit and Proper Requirements
Adhere and comply to FSB board notice in terms of FAIS
Documentation and filing procedures
Keep record systems up to dateFile and keep documentation for a period as required by the legislation
FORMAL EDUCATION
Matric
TECHNICAL/LEGAL CERTIFICATION
Recognised Qualification as per the FSCA (Advantage)RE 5Registration as an Emp...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTc2MzkzNzIxP3NvdXJjZT1ndW10cmVl&jid=1319276&xid=2976393721
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2h
1
Our client in the Financial and Insurance industry is seeking Business Development Consultants to join their team in Durban.
Candidates should be committed, driven, results-oriented advisers who are able to work on their own as well as in a team environment.
Responsibilities:
Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Minimum requirement of 8.5 written policies per month
Maintain and update your Lead Generation Matrix on a weekly basis
Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice
Sign up a minimum of 5 active lead referral agents
Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time
Keep up to date and fully informed on product comparisons with opposition products
Stay abreast of MI product changes and enhancements
Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas
Maintain the required dress code and professional appearance
Competencies required:
Technical Retail Acumen
Retail Sales Skills
Risk awareness
Cross selling
Experience and Qualifications:
Matric/Grade 12
FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list
FAIS Regulatory Examination for Representatives (RE5)
12 CPD (continuous professional development) points
Minimum of 3 years experience in selling short-term insurance either as a broker agent or tied agent
Call centre agents are not preferred unless they have a minimum of 5 years' of experience
All required regulatory exams and accreditation
One year's proof of commission earnings (minimum R10 000.00 pm)
Candidate must have his own transport (CAR) and license
We're looking for someone with:
Extensive knowledge of the Short-Term Insurance Industry
Thorough understanding of the short-term insurance industry and products
Thorough understanding of business principles
Interpersonal Skills
Ability to handle conflict
Negotiation skills
Problem-solving skills
Risk Assessment and analysis
Insurance Principles and practice
Customer and Personal Service
Clerical and administrative procedures
Be professional at all times with prospects and clients
Presentation skills, both 1:1 and to groups
Ability to present professionally
Sales skills
Prospecting skills
SECTOR: Insurance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93ZWJhcHAucGxhY2VtZW50cGFydG5lci5jb20vd2kvYXBwbGljYXRpb25fZm9ybS5waHA/aWQ9c3RhZmZzb2xzJnZhY2FuY3lfcmVmPUUuTDAwMTUyMC9BSw==&jid=1781655&xid=E.L001520/AK
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3h
1
*Reference: DUR002401-SN-1*
Our client, a market leader in the manufacturing arena, seeks a competent self-managed individual to fulfill this 6 month contract. Reporting to the Finance Manager.
*Minimum Requirements: *
* B.Com Accounting Honours or CIMA qualification.
* Completed 3 years SAICA Training/Articles.
*Key Performance Areas:*
* Provide key financial inputs into project decisions and divisional business partnering
* Assist with audits and audit findings
* Assist with monthly reconciliations which includes compilation and review
* Drive forward a finance system conversion from Sage to JDE/Oracle and helping to maintain the validity, accuracy and completeness of the management information system at all times
* Provide advice on tax-related
* Ensure all taxation matters are in order, i.e. submission is done timeously and accurately with regards to VAT, Income Tax, Provisional Tax and Dividends Tax
* Ensure compliance of all policies, procedures and systems with legislative, shareholder and statutory requirements (including Companies Act regulations) and advice
* Compile monthly management accounts, with accurate and valid commentary on company performance
* Provide accurate financial (including budget and variance) reports and schedules as required
* Finalise and interpret accounts up to trial balance
* Maintain all financial records and accounts: GL, Cashbook, Petty Cash, Debtors and Creditors
* Ensure a methodical filing system is maintained, i.e. documentation and all related correspondence are filed and complete at all times
* Prepare cashflow forecasts and conduct relevant analysis
* Ensure cashflow is managed in accordance with weekly cashflow forecasts
* Monitor adherence to financial systems and processes
*Skills and Competencies:*
* Good knowledge of relevant financial legislation (e.g. VAT legislation, Tax Legislation, Import and Export Regulations, FICA and Companies Act)
* Ability to establish and maintain effective working relationships
* Ability to handle large volumes of data and to work under pressure
* Assess problems with critical decision-making skills
* Attention to detail with focus on delivery
* Good communication skills
* Good knowledge of:
* Company business planning and budgeting principles;
* Financial Modelling; and
* International Financial Reporting Standards (IFRS).
* Great attention to detail and quality orientated
* Planning and organising skills
* Report writing
* Resourceful, self-managed, honest and proactive
* Ability to plan and organise
* Time management skills, determined and deadline driven
R 40 000 per month (cost to company)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzU2Mjk0X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1243812&xid=1555_56294
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2y
Ads in other locations
1
Provide professional first line support to clients and sales support
1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries• Update client personal details and AIMS notes• Provide correct and accurate advice to clients on products and services (TCF)• Inform clients and update changes to their policy (TCF)• Liaise with relevant departments to gather information to resolve clients’ queries• Maintain required business retention rate• Handle all complaints and enquiries • Escalate complaints to Office Manager and Complaints Handling Officer • Follow complaints procedure • Handle all incoming calls and walk-in clients 2. Administrate Claims • Verify claims documents as per standard procedure • Assist clients with the completion of claim forms• Submit all claims received to Head office • Submit any outstanding documentation as per Head Office request • Keep claims register up to date 3. Advise clients on cancelations • Advise the client of the process and disadvantages of cancelation • Retain the policy by proposing different options (loan, partial surrender paid up)• Inform relevant Sales Manager of the intended cancelation for retention• As per clients request follow the standard cancelation procedure 4. Administrate demutualization process• Capture client information • Inform clients of status of their shares • Update clients information on Aims systems • Register and forward to Head office 5. Office Administration• Manage mail and fax • Prepare statistical reports• Assist with data capturing when required • Encourage clients to complete the survey 6. Fit and Proper Requirements• Adhere and comply to FSB board notice in terms of FAIS7. Documentation and filing procedures• Keep record systems up to date • File and keep documentation for a period as required by the legislationRequirements
FORMAL EDUCATION
• Matric
? TECHNICAL/LEGAL CERTIFICATION
• Recognised Qualification as per the FSCA (Advantage)
• RE 5
• Registration as an Employee Representative (FSCA)
• CPD
• COB (Depending on DOFA)
? EXPERIENCE
• 2 Years’ Experience in the Insurance Industry (Long Term);
• 1 Year Client Services
• 1 Years’ experience in: Category A, B, C and retail benefits (Advantage)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMjg4NTkyODMyP3NvdXJjZT1ndW10cmVl&jid=1463129&xid=3288592832
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2h
1
Group Financial Director CA(SA) Durban West Kwazulu-Natal
Our client in the Durban West Area is looking for a Group Financial Director with 7 years plus post-CA (SA) experience coming from the Manufacturing industry. Must be a Qualified CA or Chartered Accountant CA(SA). Lead the development of effective financial policies, procedures, and guidelines for Group.
Salary – High-end salary plus all the benefits and bonuses
Min Qualifications & Requirements
Registered CA (SA) with 7 years post experience
7 years plus post-qualification financial management experience – within a manufacturing environment
Tax, and financial regulatory and reporting requirements (IFRS)
Strong costing and management accounting experience
Strong SYSPRO experience essential
Responsibilities
Manage the company's financial operations.
Ensure that the financial transactions, policies, and procedures meet the organization's short and long-term business objectives and are conducted in accordance with regulations, accounting principles, and standards.
Oversee cash flow management, liquidity, and banking relationships
Ensure effective management of working capital
Manage and support finance, debtors, creditors, and cost accounting teams.
Prepare and monitor weekly cash flows.
Ensure standard costing and the related product costing model, bill of material are updated as necessary.
Keep up to date with IFRS standards and all accounting concept, practices, and procedures.
Overseeing commercial contracts with suppliers, retailers, agents to ensure that they are not commercially onerous
Review procurement and contracts prior to settlement.
Develops organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; and accumulating capital to fund expansion.
Oversee the preparation and communication of monthly and annual financial statements.
Ensure the timely reporting of key financial data and updates to the CEO, Board of Directors, and other key stakeholders.
Prepare financial reports including financial statements, strategic plans, budgets and financial forecast up to consolidation level.
Oversee and manage the budget monitoring process including the production of monthly and quarterly financial and performance reports and provide recommendations and advice to address significant variances.
Prepare management accounts for 4 Group companies (2 manufacturing companies, property company and holding company) and consolidation.
Compliance: Ensure legal and regulatory compliance regarding all financial functions. This includes tax planning and compliance with tax regulations.
Implement and monitor compliance with all financial and accounting standards (IFRS and PFMA), procurement (PPPFA), CIPC and tax requirements.
Apply Online
Frogg Recruitnent
Consultant Name: Quinton Wright
3h
1
Group Financial Director CA(SA) Durban West Kwazulu-Natal
Our client in the Durban West Area is looking for a Group Financial Director with 7 years plus post-CA (SA) experience coming from the Manufacturing industry. Must be a Qualified CA or Chartered Accountant CA(SA). Lead the development of effective financial policies, procedures, and guidelines for Group.
Salary – High end salary plus all the benefits and bonuses
Min Qualifications & Requirements
Registered CA (SA) with 7 years post experience
7 years plus post-qualification financial management experience – within a manufacturing environment
Tax, and financial regulatory and reporting requirements (IFRS)
Strong costing and management accounting experience
Strong SYSPRO experience essential
Responsibilities
Manage the company's financial operations.
Ensure that the financial transactions, policies, and procedures meet the organization's short and long-term business objectives and are conducted in accordance with regulations, accounting principles, and standards.
Oversee cash flow management, liquidity, and banking relationships
Ensure effective management of working capital
Manage and support finance, debtors, creditors, and cost accounting teams.
Prepare and monitor weekly cash flows.
Ensure standard costing and the related product costing model, bill of material are updated as necessary.
Keep up to date with IFRS standards and all accounting concept, practices, and procedures.
Overseeing commercial contracts with suppliers, retailers, agents to ensure that they are not commercially onerous
Review procurement and contracts prior to settlement.
Develops organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; and accumulating capital to fund expansion.
Oversee the preparation and communication of monthly and annual financial statements.
Ensure the timely reporting of key financial data and updates to the CEO, Board of Directors, and other key stakeholders.
Prepare financial reports including financial statements, strategic plans, budgets and financial forecast up to consolidation level.
Oversee and manage the budget monitoring process including the production of monthly and quarterly financial and performance reports and provide recommendations and advice to address significant variances.
Prepare management accounts for 4 Group companies (2 manufacturing companies, property company and holding company) and consolidation.
Compliance: Ensure legal and regulatory compliance regarding all financial functions. This includes tax planning and compliance with tax regulations.
Implement and monitor compliance with all financial and accounting standards (IFRS and PFMA), procurement (PPPFA), CIPC and tax requirements.
Apply Online
Frogg Recruitnent
Consultant Name: Quinton Wright
4h
1
Job Functions
Administration
Industries
Insurance
Specification
1. Render client services• Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries• Update client personal details and AIMS notes• Provide correct and accurate advice to clients on products and services (TCF)• Inform clients and update changes to their policy (TCF)• Liaise with relevant departments to gather information to resolve clients’ queries• Maintain required business retention rate• Handle all complaints and enquiries• Escalate complaints to Office Manager and Complaints Handling Officer• Follow complaints procedure• Handle all incoming calls and walk-in clients2. Administrate Claims• Verify claims documents as per standard procedure• Assist clients with the completion of claim forms• Submit all claims received to Head office• Submit any outstanding documentation as per Head Office request• Keep claims register up to date3. Advise clients on cancellations• Advise the client of the process and disadvantages of cancellation• Retain the policy by proposing different options (partial surrender paid up)• Inform relevant Sales Manager of the intended cancellation for retention• As per clients request follow the standard cancellation procedure4. Office Administration• Manage mail and fax• Prepare statistical reports• Communicate with office manage with regards to office logistics5. Documentation and filing procedures• Keep record systems up to date• File and keep documentation for a period as required by the legislation6. Process and administrate application forms• Check and validate application forms for quality control• Follow the capturing procedure• Send incomplete applications back to Office Managers• Process application form on system• Follow up on outstanding documentation with Office Manager• Liaise with New Business department on outstanding and provide feedback to Office Managers• Email scanned successful application forms to New business department• Capture a minimum of required policies per day7. Send captured application forms to Head Office for archiving• Register successful applications• Send the original application form for tick off process• Follow up on all outstanding requirements from tick off
Requirements
Formal Education• Matric• Qualification that is recognized by the FSB would be an advantage (Depending on Date of First Appointment in the Industry)• RE5• Proof of CPD• Class of BusinessExperience• 2 Years’ Experience in the Insu...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDIwODM0OTY4P3NvdXJjZT1ndW10cmVl&jid=768119&xid=2420834968
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4h
1
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Driver's licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NTZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147925&xid=1554_5656
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2y
1
What is a financial advisor?
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them.
The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.
As an accredited financial advisor with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years - Integrity, Professionalism, Customer-first, Advice led.
What is required of you?
Provide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer's personal and financial circumstances - and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
* A Grade 12 (Matric) certificate
* FAIS compliance
* RE5 an advantage
* A valid Driver's licence and your own car
* A clear criminal and credit check
* A minimum of 3 years working experience (preferably in sales)
* Proven computer literacy (MS Office suite)
* Excellent communication skills (written and verbal)
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters - Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited has decided to adopt the mandatory vaccination policy requiring its workforce to be fully vaccinated by 1 April 2022. All prospective employees are required to disclose their vaccination certificates or cards as part of the recruitment process.
Responsibilities
As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial advisor profession requires continuous personal development through the attendance
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU0XzU2NjZfXzQ5Nz91dG1fc291cmNlPWd1bXRyZWUmdXRtX21lZGl1bT1mZWVkJmtleXdvcmQ9&jid=1147954&xid=1554_5666
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2y
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