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Results for financial adviser in Accounting & Finance Jobs in Drakensberg
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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5h
Ads in other locations
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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6h
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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6h
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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7h
1
Agriculture, Forestry, Environmental & Fishing (2) Where should we email your jobs? By clicking above you agree to the PNet Terms of Use .Read our full Data Protection Policy here .You may unsubscribe at any time from PNet emails and services.The Chief Financial Officer (CFO) primary responsibility is the planning, implementation, managing and running of all the finance activities of a company, including business planning, budgeting, forecasting and negotiations. Duties and responsibilities of the jobAs part of an executive management team, the CFO will have interaction with various members of a multi faceted company, both senior and junior. Providing leadership, direction and management of the finance and accounting teamProviding strategic recommendations to the CEO/president and members of the executive management teamManaging the processes for financial forecasting and budgets, and overseeing the preparation of all financial reportingAdvising on long-term business and financial planningEstablishing and developing relations with senior management and external partners and stakeholdersReviewing all formal finance, HR and IT related procedures Finance: Full TB and financial reporting including final AFS.Sage EvolutionManage the auditManage the finance teamDebtorsCreditorsLogisticsForeign and local paymentsYou will review all month end payments but you will load each payment yourself.Foreign payments are loaded by Creditors but released by yourselfFEC managementVAT 201 preparation and submissionWTI (Withholding tax on interest) preparation and submission1st and 2nd provisional taxes and final tax submission preparation, submission and paymentMonthly reconciliation and reportingAll Balance sheet accountsEmployment EquitySkills and TrainingPOPI/PAIA HR: The full HR function including running the monthly salaries, getting all input for the run, short time, over time, leave lay, sick pay, loans, starters, leavers, statutory returns. Provident fund, medical aid, fringe benefit taxes, reps commissions, bonuses and other deductions. Sage People (Sage 300)Filing and maintenance of HR Files.Liaising with our HR consulting Company with regards to all HR related matters. (Disciplinary and other)Union negotiations with assistance from our Consulting CompanyEnsure all statutory requirements are done timeouslyIRP 5’sEMP 201’sLiaise with STATS SACompany policies and procedures (Project to be done with HR Consultancy)Job descriptions (Project to be done with HR Consultancy) Administration: This includes Insurance negotiation and assets values, lease agreements, statutory licensing and agreements, security contracts, company credit card control, company fuel card control, Trademarks, etcEnter your email and be the first to receive all the jobs that match
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18yOTJfMjQxMDE4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1159058&xid=292_241018
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2y
About Us:
Ten Civils is a leading asphalting companies based in Kwazulu-Natal
with a commitment to excellence and innovation. We are currently looking for a
dedicated and experienced Bookkeeper to join our finance team. The ideal
candidate will have a strong background in bookkeeping and in-depth knowledge
of Pastel software, ready to contribute to our financial efficiency and
accuracy.
Key Responsibilities:
Maintain
financial records, including purchases, sales, receipts, and payments by
using Pastel accounting software.Reconcile
bank statements and calculate VAT returns.Manage
payroll functions and prepare monthly financial statements.Assist
in budget preparation and monitor expenditures.Ensure
compliance with legal requirements by studying existing and new legislation,
enforcing adherence to requirements, and advising management on needed
actions.Provide
financial information to management by researching and analysing
accounting data and preparing reports.Maintaining
and correcting books of accountsKeeping
track of all payments, receivables, and revenuesMaking
journals, receiving documents and billsPreparing
purchase orders and corresponding with vendorsEstablishing
different accountsMaintaining
records of financial transactions by posting and verifyingDefining
bookkeeping policies and proceduresDeveloping
systems to account for financial transactions by establishing a chart of
accounts.
Required Qualifications:
·
At least a National Diploma in Bookkeeping, accounting,
or finance
Proven
work experience as a bookkeeper for at least 5 years.In-depth
knowledge of bookkeeping and accounting principles, laws, and regulations.Expertise
in Pastel accounting software is essential.Strong
proficiency in MS Office, especially Excel.Excellent
analytical, problem-solving, and organizational skills.
Preferred Skills:
Attention
to detail and accuracy.Ability
to work independently and as part of a team.Excellent
time management skills with the ability to meet deadlines.Strong
communication skills, both written and verbal.
What We Offer:
Competitive
salary package based on experience.Opportunities
for professional growth and development.A
supportive and dynamic work environment.[Other
Benefits like health insurance, retirement plans, etc., if applicable]
How to Apply:
Please send your resume, cover letter, and any relevant
certificates to HR@tencivils.co.za
with the subject line "Bookkeeper Application - [Your Name]"
We are looking forward to welcoming an experienced and
skilled Bookkeeper to our team!
1mo
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