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1
Our client in the financial sector based in Johannesburg (Sandton), is currently looking to employ an experienced Business Development / Sales and Marketing Manager (Investments and Wealth Management).
An awesome career opportunity awaits.
Requirements:
A bachelor’s degree, or similar, in Commerce, Finance, Investment Management or Sales and Marketing.Experience in the financial services industry is a pre-requisite with 5 years min experience.Any other formal commercial and marketing qualification and/or certificates will be helpful.Business Development and Sales led Marketing Experience – Mid Management level.Financial Services (Investments & Advisory/Wealth Management).Client Experience Marketing, Sales Led Activation, Digital Marketing, and Communication.A relevant tertiary qualification is required with a commerce degree being a pre-requisite. (B Comm).A qualification in Financial Planning or Investment Asset Management (CFP OR CFA) is a distinct advantage.Appropriate tertiary qualification such as that of a B. Comm or similar.Experience in Financial Planning (Certified Financial Planner would be a benefit).
Responsibilities and Expectations:
Developing, activating, and executing on BDM resources, targets, and strategies.Identify business development opportunities across Advisor practices.Driving and coordinating programmers to enable Advisor Partners to convert their businesses into the desired approved models and solutions.Growing AUM across the Partnerships.Manage the alignment and expectation management with the regional Partner Directors.Identifying and developing client opportunities in practices by looking at opportunities in each Advisors client database.Drive business development marketing activation including events and communication.Formulate marketing and sales strategies to achieve defined targets.Ownership and scheduling of activation events (with Marketing) designed to stimulate AUM growth in regions to clients and referral base and co-ordinate with Regional PD’s for Partnership Buy-in and Client Invite process.Put into place programs for training and development of BDM’s to enhance skills to improve adoption of our Approved Advice Programs.Serve as the custodian of the company solutions in support of our approved advice framework.Set Annual Advisory model and BDM budgets.Set incentives to drive adoption of Approved Models.Lead the annual Marketing Activation Calendar.Lead the Communications objectives to enable commercial objectives.Manage BDM’s to Production objecti...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMTk5NjM1MTg1P3NvdXJjZT1ndW10cmVl&jid=1479636&xid=2199635185
4min
1
Reporting to the Provincial Director of Operations, the incumbent shall Implement tailored and best-fit advice, support and solutions to address municipal challenges in focus areas that include; the Built environment and planning function. Monitor and guide on legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities relating to the respective focus areas
THE CANDIDATE PROFILE
Ability to manage in a multidisciplinary environment;Results driven individual;A dynamic, motivated self-starter with high levels of emotional maturity;Ability to draft, analyse and interpret reports in a professional and quality manner for the Senior and executive team; andStrong initiative and well-rounded implementer and driver of multi-disciplinary programmes that have an intended turnaround dimension.
QUALIFICATIONS AND EXPERIENCE
A Bachelor’s Degree or NQF 7 equivalent in Public Administration/ Management, Monitoring and Evaluation; Information Management,Project Management or other relevant academic qualification;At least 6 years working experience within the broader public sector of which 3 years must be within the Strategy, Planning, Performance Monitoring and Evaluation;Previous experience in developing and implementing strategy is essential;A valid code 08 drivers’ license and own vehicle;Sound track record in managing complex stakeholder relationships and a well-developed lobbying and advocacy skillset;Proven experience in remuneration;Knowledge of research methodologies, data collection, analysis and reporting writing;Knowledge of planning, performance monitoring frameworks, national outcomes, Financial Management of Parliaments and Provincial Legislatures Act (FAMPPLA) /Public Finance Management Act (PFMA); andKnowledge of the development of the strategic plan, annual performance plan and operational plans.
Key Performance Areas
Advocate Local Government positions on national development planning mattersProvide professional support to municipalities on matters dealing with IDPs, Spatial Planning, Land Use Management and Rural DevelopmentRepresent the interests of local government on various forums where development planning matters that fall within the competencies of local government are discussedEnsure that issues that impact on the developmental role of local government are correctly articulated when engaging with other spheres of governmentBuild partnerships with relevant stakeholders to ensure coordi...
https://www.ditto.jobs/job/gumtree/2262189062?source=gumtree
5min
1
Responsible for ensuring that the organisation complies with standard financial and legal practice and maintains high standards of corporate governance. The individual will be required to provide efficient management for the facilitation of Board meetings, efficient administration and recordkeeping, advising and overall management of the Boards activities. This includes ensuring compliance with statutory and regulatory requirement, ensuring that the decisions of the Board are implemented and advising and directing the Board members of their legal responsibilities.
Key responsibilities include:
Arranging and managing all Board and Sub-Committee meetings of the Board.Providing proactive support to the Chairperson of the Board and the various Chairs in the sub-committees of the Board, acting in dose cooperation to ensure efficient agenda and meeting preparation and execution.Contribute meaningfully to discussions and act responsibly in advising and reminding the various Board members of the legal, financial and tax implications of proposals.Collate and present information in a logical form so as to enable Board members to make effective decisions.Direct the business affairs by implementing the decisions of the Board to ensure optimal performance and service level standards.Optimise performance and long-term suitability by channeling communication to the chairperson of the Board.Ensure that the Board Committee Charters and Terms of Reference are kept up to date.Act as a central source of guidance and advice to the Board on matters of good governance and changes in legislation.Act as a direct channel of communication to the Chairperson of the Board.Be responsible for proper compilation/timely circulation of Board papers for Board and the various sub-committees.Liaise with with the various Chairs on the timing/frequency of meetings.Liaise with the Chairperson of the Board/CEO regarding yearly work plans.Provide responses/feedback to specific agenda items/matters.Ensure proper recording, approval and circulation of minutes.Liaise with Attorneys, Legal Advisors and all relevant stakeholders on litigation and legal-related matters as legislatively required.Assist and advise the Board on risk management by establishing metrics to monitor and evaluate the organisation-wide risk responsibilities.Assist with the induction, orientation, ongoing training and education of the Board.Ensure sound management, business practice and performance in terms of organisational strategic plans.Draft and finalise commercial agreements and contracts as instructed by the Board of Directors and/or the CEO.Report on financial matters and interests affecting the entity, meeting legislative requirements and reporting on the Companys legislative comp...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NzQ1OTE1MDA/c291cmNlPWd1bXRyZWU=&jid=1749175&xid=774591500
5min
1
Reporting to the Senior Advisor: HR, LR & Dispute Resolution, this role will provide generalist HR advice and support and monitor legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities, to address municipal and capacity challenges and also to coordinate skills development and training of Councilors and Municipal Officials.
THE CANDIDATE PROFILE
Stakeholder Management and Influencing skills;Strong management abilityDecision making and sound judgementAnalytical and problem-solving skillsA dynamic, motivated self-starter with high levels of emotional maturityHigh integrity and ethics
QUALIFICATIONS AND EXPERIENCE
A Degree in Human Resources Management or Human Resources Development or Relevant qualificationA minimum of 6 years’ experience, particularly in the public sectorAt least 3 years’ experience in Skills Development3 years’ relevant experience of which at least 1 years have been at an equivalent level within a medium to large sized organization;A Valid Drivers License and frequent travellingDemonstrates a sound understanding of the Local Government Sector and issues relating to area of specialitySector Knowledge and an understanding of the policy, legislative and regulatory frameworks governing the sector; and in particular those applying to the LG SectorAbility to manage in a broad scoped environment is essential
KEY PORTFOLIO AND PERFORMANCE FOCUS AREAS
Generalist HR Services: Review and refine HR policy Frameworks in municipalities; Support members with the implementation and improvement of HR systems, processes and procedures and to manage the flow of HR information; Improve efficiencies in HR Systems and accuracy of HR MIS; Facilitate and coordinate the implementation of HR strategies and interventions with hands-on support and regular follow-up on progress; Support general appointment processes at municipalities; Support the implementation of PMS interventions in municipalities; Facilitate the modernisation of HR processes, systems and information flows and advice internal HR functions on the transition from transactional HR services to becoming a strategic partner; Perform any reasonable task within the HR SpaceCapacity Building and Skills Development & Training Coordination: Facilitate and coordinate the implementation of skills development strategies and interventions with hands-on support and regular follow-up on progress; Facilitate access to financial support for skills development; Remind members of WSP due dates and provide ...
https://www.ditto.jobs/job/gumtree/1787081803?source=gumtree
6min
1
Reporting to the Provincial Director of Operations, the incumbent shall Implement tailored and best-fit advice, support and solutions to address municipal challenges in focus areas that include; the Built environment and planning function. Monitor and guide on legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities relating to the respective focus areas
THE CANDIDATE PROFILE
Ability to manage in a multidisciplinary environment;Results driven individual;A dynamic, motivated self-starter with high levels of emotional maturity;Ability to draft, analyse and interpret reports in a professional and quality manner for the Senior and executive team; andStrong initiative and well-rounded implementer and driver of multi-disciplinary programmes that have an intended turnaround dimension.
QUALIFICATIONS AND EXPERIENCE
A Bachelor’s Degree or NQF 7 equivalent in Public Administration/ Management, Monitoring and Evaluation; Information Management,Project Management or other relevant academic qualification;At least 6 years working experience within the broader public sector of which 3 years must be within the Strategy, Planning, Performance Monitoring and Evaluation;Previous experience in developing and implementing strategy is essential;A valid code 08 drivers’ license and own vehicle;Sound track record in managing complex stakeholder relationships and a well-developed lobbying and advocacy skillset;Proven experience in remuneration;Knowledge of research methodologies, data collection, analysis and reporting writing;Knowledge of planning, performance monitoring frameworks, national outcomes, Financial Management of Parliaments and Provincial Legislatures Act (FAMPPLA) /Public Finance Management Act (PFMA); andKnowledge of the development of the strategic plan, annual performance plan and operational plans.
Key Performance Areas
Advocate Local Government positions on national development planning mattersProvide professional support to municipalities on matters dealing with IDPs, Spatial Planning, Land Use Management and Rural DevelopmentRepresent the interests of local government on various forums where development planning matters that fall within the competencies of local government are discussedEnsure that issues that impact on the developmental role of local government are correctly articulated when engaging with other spheres of governmentBuild partnerships with relevant stakeholders to ensure coordi...
https://www.ditto.jobs/job/gumtree/3055812061?source=gumtree
6min
1
Reporting to the Provincial Director of Operations, the incumbent shall Implement tailored and best-fit advice, support and solutions to address municipal challenges in focus areas that include; the Built environment and planning function. Monitor and guide on legislative, policy and procedural compliance in municipalities to strengthen the institutional capacity and governance in municipalities relating to the respective focus areas
THE CANDIDATE PROFILE
Ability to manage in a multidisciplinary environment;Results driven individual;A dynamic, motivated self-starter with high levels of emotional maturity;Ability to draft, analyse and interpret reports in a professional and quality manner for the Senior and executive team; andStrong initiative and well-rounded implementer and driver of multi-disciplinary programmes that have an intended turnaround dimension.
QUALIFICATIONS AND EXPERIENCE
A Bachelor’s Degree or NQF 7 equivalent in Public Administration/ Management, Monitoring and Evaluation; Information Management,Project Management or other relevant academic qualification;At least 6 years working experience within the broader public sector of which 3 years must be within the Strategy, Planning, Performance Monitoring and Evaluation;Previous experience in developing and implementing strategy is essential;A valid code 08 drivers’ license and own vehicle;Sound track record in managing complex stakeholder relationships and a well-developed lobbying and advocacy skillset;Proven experience in remuneration;Knowledge of research methodologies, data collection, analysis and reporting writing;Knowledge of planning, performance monitoring frameworks, national outcomes, Financial Management of Parliaments and Provincial Legislatures Act (FAMPPLA) /Public Finance Management Act (PFMA); andKnowledge of the development of the strategic plan, annual performance plan and operational plans.
Key Performance Areas
Advocate Local Government positions on national development planning mattersProvide professional support to municipalities on matters dealing with IDPs, Spatial Planning, Land Use Management and Rural DevelopmentRepresent the interests of local government on various forums where development planning matters that fall within the competencies of local government are discussedEnsure that issues that impact on the developmental role of local government are correctly articulated when engaging with other spheres of governmentBuild partnerships with relevant stakeholders to ensure coordinated and sustainable support to municipalitiesIdentify and work with key partners in the...
https://www.ditto.jobs/job/gumtree/846005215?source=gumtree
8min
1
Responsibilities:
Collection of information from prospective clientSetting up of and attendance to appointments with the Financial AdvisorRequesting quotations from panel of insurersEnsure rates and quotations are competitive or negotiate lower rates (on instruction from financial advisor)Quotations loaded to CIMSUpdating and save notes on CIMS and Sales RegisterTyping up of comparative quote sheetsIdentify cross-selling/up-selling opportunities not yet identifiedPreparing of files with applicable paperworkPre-populating documentation necessary to issue new businessEnsure all FICA documentation is on fileEnsure detailed minutes of the meeting recorded in writing in order to draft a thoroughClient Advice Record upon return to the officeEnsure that all client instructions are noted for future referenceEnsure that documentation in need of completion and signatures are completed by the client prior to conclusion of the meetingTyping up of new business instructions and renewal notes and changes where applicable and sending this through to the applicable box to be processed by the Underwriting DepartmentObtaining outstanding info, where applicableCleaning up file and ensuring all in order for processing by the Underwriting DepartmentAny and all other tasks assigned by the broker in respect of the clientUpdating CIMS and save notes and all client correspondence on CIMSUpdating the relevant registers (Sales, New Business, Renewals etc.)Managing and taking control of all renewals to ensure renewal deadlines are metInitiate renewal process 3 months in advance and liaise with Underwriter / financial advisorIdentify Risk on all policies and make recommendations to financial advisorAssist Retentions team by sourcing alternative quotations, comparisons of alternative quotations and reviewing the recommendations made to the client, conducting exit interviews where applicableAttending to ad hoc special projects as and when requiredAttending to projects related to upsell further product offeringsAll other reasonable duties that might be assigned from time to time
Education/ Experience:
Grade 12 qualificationAfrikaans Speaking (Advantageous) but with an excellent command of the English language.RE5 Examination advantageousMinimum of 3 years’ administrative experience in a BrokerageDriver’s License essentialBasic Short Term insurance knowledge essentialShort Term Insurance Qualification / Life Insurance Qualification will be advantageousMinimum of 2 years’ experience dealing with Short Term Insuran...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNjMzNzM4MDI1P3NvdXJjZT1ndW10cmVl&jid=1617821&xid=2633738025
10min
1
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CXP are looking for exceptional individuals who are highly skilled in sales with the ability to provide world class customer service, to join our team in insurance who service UK clientele.
Requirements:
Covid19 Vaccination Certificate Original ID DocumentTax NumberBank Account registered in own nameNational Senior CertificateCompleted tertiary qualification/ studying towards a qualification *PreferredClear Credit and Criminal recordComputer literate2 years’ experience in Outbound Sales or Cold Calling EnvironmentAbility to upsell & cross sell international products/ servicesProven experience in the insurance/ financial spaceProven track record of high performanceExcellent command and use of English, both written and VerbalAttention to detailStrong analytical and numeric skillsAble to navigate through various systems at onceGood attendance and performance recordReliable transport to Umhlanga
Duties Include:
Upselling and cross selling products via telephone.Handling customer enquiries via email and telephonically.Proactively identify issues and problems before they arise.Assist with escalated calls and complaints in line with procedures.Providing world class customer service to international clients.Working with various parts of the business to resolve issues.
Working Hours
Monday to Sunday on a shift rotation (the rotation can be confirmed if successful to next stages but is subject to change from the client).
Full Time (45 hours per week, 40 operating hours) Shift times will fall between 9am to 9pm with the opportunity for over-time.
*Shortlisted candidates will be required to complete a game based assessment as part of our recruitment process. This process will require you to download an application onto your chosen device. The game requires stable internet connection throughout the duration being played.
Successful Candidates should be prepared to commence work 24/01/2022.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yMzA1NTYyNDc1P3NvdXJjZT1ndW10cmVl&jid=803438&xid=2305562475
10min
1
SavedSave
Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft accessü Access to business coaching and client advice supportü Assistance with practice managementü Training support, i.e. technical and soft skills trainingü Access to an effective lead generation systems and trainingü Support with succession planningü Support with unlocking of equity from adviser practices Output/Core Tasks:ü Establish long-term relationships with clientsü Financial planning for clientsü Focus on identifying client needs and then offer suitable financial solutionsü Provide excellent service orientation and frequent contact with clients Requirements:Matric or NQF4 equivalent certification (Essential)Tertiary Certificate and or Degree (Essential)Financial qualification and or RE5 accredited (Beneficial)Drivers license with own vehicle (Essential)Sales Experience and Skills (Essential)1 year financial industry experience (Beneficial)Latest 6 Months commissions statements (Beneficial) Remuneration and benefits:Choice of different Sanlam adviser contractsUp to 90% commissionVesting Bonuses for the first 2 yearsPerformance Bonus (13th cheque) in DecemberAssistance with the purchase of technology equipmentMembership of Pension Funds and Group Life SchemesInitial and ongoing training via Sanlams AcademySupport with industry related qualificationsAccess to mobile nurses and doctors for client medicalsAccess to Sales Consultants who can assist with client projects, database segmentation, product advice etc.Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.Compliance supportMarketing supportAccess to Legal advisorsFinancial planning toolsTraining Allowances offered for Graduate Advisors R5000 R8000 over the first 3 months onlySalary offers to Qualified and Experienced Advisors R8000 R20000pm (Depending on track record)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4MzUwN19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1777791&xid=1109_183507
19min
1
Overview:Our client, a leading global Asset Manager is seeking to appoint a Transfers and Onboarding Consultant, on a Fixed Term Contract. The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into and from our clients business to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors as well as the transferring companies during the lifespan of the transfer. Responsibilities:Contact Life Companies to chase & expedite transfers in progressUnderstand specific transfer requirements for the various Life CompaniesExpedite unit transfers with various competitor unit trust management companiesCreate requirement checklists for investors / IFA’sTake full responsibility and own transfer process from cradle to gravePrepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparationManage inbound calls from IFA’s and their assistantsAlways be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their officesSubmit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)Manage flow of work in close conjunction with Advisor Liaison Consultant/Sales Consultant/RM (instructions, queries, requests, rejections)Manage exceptionsLog and resolve queries - be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RABe approachable, available, and helpful as the point of escalation and clarityIdentify trends and raise with FNZ on a continuous basisMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsBe able to build strong relationships with internal and external stakeholdersRequirements:A business / commercial degree with related industry experienceExperience with Linked Products, Local Unit Trusts and Offshore Funds is essentialExperience in dealing with Section 14, Living Annuity, Voluntary Products, and Offshore Transfers is essential Proficient in Microsoft Office PackageExcellent business writing skillsStrong knowledge of transfer processes and requirements
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE3NzkzMl9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778118&xid=1108_177932
20min
1
SavedSave
Our client, a leading South African financial group founded in 1985, encompasses insurers and a comparison platform. Rooted in providing peace of mind, they safeguard possessions, loved ones, and life plans. Pioneering innovation and service, their diverse team drives excellence, and they are looking for a Financial Advisor to join their team.
Job Purpose:
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients.
Responsibilities:
Sales Opportunities Creation
• Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities Customer Needs Clarification
• Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyses complex customer data, clarify mid- to long-term customer needs, and develop and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice Sell Customer Propositions
• Identify the products or services that best meet the customers stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale Customer Onboarding
• Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points Performance Management
• Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance Customer Relationships Development
• Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships
• Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response Client Customer Management (External)
• Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty Client Document Management
• Create and ensure compliance with a companywide document management system Operational Compliance
• Develop knowledge and understanding of the organizations policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to t...Job Reference #: 202627
1d
1
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A leading omni-channel retailer is looking for an experienced admitted attorney to join their team. The successful candidate will be responsible for contract drafting, providing in depth legal advice, analysing and identifying legal risks and implications within area of business operations.
* Negotiating, drafting and execution of contracts in line with retailers specific terms
* Ensure that contracts are of a consistent high quality, substantially fulfils the businesses requirements, and are compliant with the relevant legislation
* Drafting master agreements for recurring business models to standardize key terms and streamline the contract review process
* Manage contracts and other legal related monthly reports and document retention
* Ensure that the retailer complies with, including but not limited to, the National Credit Act, Company law, Consumer Protection Act, Competition law, Anti-Bribery and Corruption laws, Employment and Labour laws, Protection of Personal Information Act and other laws and regulations impacting the business and escalate any non-compliance to the Legal Manager and Head of Shared Services.
* POPI: Provide support to the Information Officer of Retailer by:
* Assisting with responses to request for access to and correction of personal information and general issues concerning personal information
* Implementing privacy policies and procedures
* Support the delivery of privacy training
* Ensuring POPI Act compliance within the group
* NCA: ensure credit products and the marketing thereof is compliant with the Act and Regulations
* CPA: Ensure marketing activities comply with the CPA. Provide ad hoc advice relevant to product returns
* LLB degree and an admitted attorney
* Min 5 years Post-Qualified Experience in Commercial Law
* Must have experience in Retail or Financial services
* Experience in due diligence, legal research and contract drafting
* LLB degree and an admitted attorney
* Min 5 years Post-Qualified Experience in Commercial Law
* Must have experience in Retail or Financial services
* Experience in due diligence, legal research and contract drafting
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzUzNjc5X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1241250&xid=1555_53679
2y
1
Are you passionate about health and beauty products and helping people look and feel good? Are you confident to control the operational activities at the point of sale to deliver service excellence? We have an exciting opportunity at a Clicks Store for a Service Advisor who will report to the Store Manager.
*Job Purpose:*
* To ensure service excellence at the point of sale by ensuring fast and efficient customer service and point of sale (POS) operational activities.
*Job Objectives:*
* To efficiently direct and control all operational activities at the point of sale in a timely and efficient manner.
* To ensure the effective and safe management of stock and cash, minimising shrinkage and ensuring a high standard of general housekeeping and administration
* To ensure shop assistant / cashiers are trained, competent, motivated and directed to fulfill their duties whilst delivering service excellence at all times.
* To ensure sufficient staffing of the shop assistant / cashiers in line with the work schedule, company policies and labour legistation.
* To timeously and efficiently resolve all customer queries in line with the Companys policies.
* To drive the promotion of the Clicks clubcard in order to ensure the achievement of clubcard participation targets.
* To effectively manage stock by enforcing security measures, cash controls, returns policies and all other relevant administrative duties related to minimising stock losses and maximising security procedures at the point of sale.
* To deliver superior customer service by acting as a brand ambassador, being visible and offering a friendly and professional service.
* To support the Group’s vision to be the customer’s first choice health and beauty retailer by living and driving the company values.
* To maintain updated knowledge on products, ranges, promotions and events in order to provide the correct information to customers at all times.
*Qualifications and Experience:*
* Essential: Grade 12
* Desirable: Maths 50% and English 50% at grade 12 level
* Essential: Relevant Retail/Business Management qualification (External applicants)
* 1 years experience in a customer facing role, overseeing the work of a number of employees within a retail/FMCG store operations environment
* Numeracy and stock management experience
*Skills, Abilities and Job Related Knowledge:*
* Understanding and application of financial management principles
* Retail/FMCG background and understanding of merchandising and promotions principles
* Knowledge of stock, cost, risk and compliance management procedures
* Knowledge of customer service excellence
* Knowledge of labour legislation and IR practices
* Knowledge of competency based interviewing
* Results and target driven
* Sound managerial skills
* Planning and organising skills
* Problem-solving skills
* Strong customer orientation
* Good communication skills
* Computer literacy
* Numeracy skills
*Competencies:*
* Leading and Supervising
* Delivering Results and
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzUzMDM1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1240939&xid=1555_53035
2y
1
The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.Roles And Responsibilities: Optimize business profitability by identifying income opportunities and meeting agreed income targetsFacilitate requirements between clients and product/service providersTrack and report progress of agreed implementation to clientsIssue confirmation of implementation to clientsConduct annual reviews with clientsScan client base and target market for financial planning opportunitiesGenerate leads by identifying appropriate clients/prospectsContact clients/prospects to introduce or position products and service offeringCreate interest and secure financial planning meetings with prospects/clientsUnderstand and analyze estate plans and make necessary recommendationsUnderstand and analyze a client financial needs analysis and make recommendationsDeliver quality financial planning and advisory services to existing and prospective clientsRetain existing clients and generate new clientsUnderstand and be able to compare the features and benefits of different risk productsHave a fair understanding of the different analysis tools from a risk perspectiveKeep up to date with tax changes affecting financial/estate planningProvide clients with necessary product information when requiredRequired Qualifications: Post Graduate Diploma in Financial PlanningCertified Financial Planner® (CFP®)Regulatory Examination 5 - Representatives
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU3NzA2X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1211536&xid=1108_57706
2y
1
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Min role requirementsSenior Certificate (Matric / Grade 12/ NQF 4)24 months experience in life insurance sales.Must have a drivers license and own car.Must meet the FAIS Fit and Proper requirements.Regulatory Examination/RE5 essential.Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4MzY3N19fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778338&xid=1109_183677
16h
1
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Min role requirementsSenior Certificate (Matric / Grade 12/ NQF 4)24 months experience in life insurance sales.Must have a drivers license and own car.Must meet the FAIS Fit and Proper requirements.Regulatory Examination/RE5 essential.Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4MzU3MF9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778267&xid=1109_183570
16h
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Min role requirementsSenior Certificate (Matric / Grade 12/ NQF 4)24 months experience in life insurance sales.Must have a drivers license and own car.Must meet the FAIS Fit and Proper requirements.Regulatory Examination/RE5 essential.Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.)Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzE4MzU2OV9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1778266&xid=1109_183569
16h
1
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To provide sound, clear and accurate legal advice to mitigate the legal risks that the client is exposed to in its daily activities.Qualification Law degree and Admission as an Attorney essentialMaster’s degree such as LLM desirableKnowledge Skills A minimum of five years’ post-article experience in the financial services industry2-3 years working experience in the banking and finance/SoE/DFI (restructuring, turnaround business rescue) space is essentialExperience in the drafting, review, negotiation and re-negotiation of cross-border, project finance, corporate, commercial, structured and re-structured finance transactionsUnderstanding of the PFMA in particular its application to Schedule 2 SOEs, PFMA Treasury acquisition notifications, competition commission  acquisitions notifications, fund management/investmentProvide general legal advice, including legal researchStructure, restructure, negotiate and re-negotiate corporate and commercial transactions including project finance and cross-border financing transactionsIdentify, evaluate and structure import and export finance transactionsEnsure compliance with internal legal and other orginisational procedures and policiesIdentify and minimize potential legal risksDraft, review, negotiate and re-negotiate financing agreements and other legal documentationMake presentations and opine on legal and regulatory developmentsConducting legal due diligence investigationsEnsure efficiencies aimed at improving client satisfaction by providing efficient legal services Developing and maintaining relationships with providers of legal services (including, external legal counsels, business rescue practitioners and other key stakeholders)Develop and maintain client and institutional relationships, internally, locally and internationally
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzE3NzM4NV9fNDk3P3V0bV9zb3VyY2U9Z3VtdHJlZSZ1dG1fbWVkaXVtPWZlZWQma2V5d29yZD0=&jid=1777569&xid=1108_177385
1d
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Business Consultant
Position: Full time, Hybrid (Office based)
Location: Pretoria
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands and helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNzc3NzQ4NzYxP3NvdXJjZT1ndW10cmVl&jid=1545838&xid=2777748761
1d
1
Business Consultant
Position: Full time, Hybrid (Office based)
Location: Johannesburg
Please send your latest CV to Michelle - kindo.m@abcworldwide.com
COMPANY PROFILE
Our client is one of the largest South African FX intermediaries, and they are proud that some of the biggest names in Financial Services have chosen them as their preferred foreign exchange provider. In addition, they give their clients access to the best pricing and service available in the market.
They offer expert advice coupled with fast, reliable, and secure currency transfers with preferential exchange rates, so that your money goes further. Our client is licensed by the FSCA as an authorized Financial Services Provider and authorized by the SARB to act as a Foreign Exchange Intermediary.
About the role
This role is for a business consultant that will focus on the Wealth industry and assist financial advisors, asset managers and other financial institutions, and their clients, to move funds in and out of South Africa.
Key Responsibilities
Delivery of both annual and monthly sales targets in coordination with the company´s sales strategy to ensure sustainable growth and business developmentLead and develop relationships with key clients to build long term sales opportunities and an effective distribution network of regional contacts and influences in the foreign exchange marketMaintains, influences, and develops senior level relationships with all key FX Partners and introducing advisors for business development opportunitiesDevelops and maintains a strong business pipeline for Regional Accounts and expands on activitiesResponsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and servicesAssisting Introducing Partners and Corporate Clients from the point of inquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of trade readiness
Core Competencies
Adhering to good practice and ethical Principles and ValuesDemonstrates consistent usage of ethics and values; raises potential violations in othersDelivering results and Meeting Customer ExpectationsModifies approach in the face of new demands helps others (both internally and externally)Supports change initiatives, adjusting their actions appropriately when presented with additional informationDemonstrates ability to relate well to people at all levelsMakes timely decisions and accepts accountability for own actions
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNDY4MzA4MTM/c291cmNlPWd1bXRyZWU=&jid=1545840&xid=246830813
1d
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